Boca Raton Resort & Club, Boca Raton, FL
April 25, 2017 - April 27, 2017
Network with the industry’s leading experts as they analyze the opportunities and challenges in the real estate market! Our 2016 event was a great success, with some of the top industry leaders in attendance. Opal Group’s 2017 Real Estate Investors Conference will focus on the latest developments in the marketplace. It will analyze the opportunities and challenges in the real estate market; examine best practices and explore new deal making strategies.
Opal Group’s annual Real Estate Investors Summit promises to be 2017’s leading conference and exposition for real estate professionals, hedge fund managers, private investors, family offices, pension funds and other institutional investors. It will provide various networking opportunities along with an educational platform.
The event will kick off with a large networking function at the U.S. Open Polo Championship.
113th U.S. Open
International Polo Club Palm Beach
Come and enjoy the U.S. Open Polo Championship, considered to be the most prestigious polo tournament in the world, fabulous cuisine entertainment, fashion, and world-class celebrities featured at International Polo Club Palm Beach. Its is the exciting culmination of the 16-week, high-goal winter polo season that attracts polo enthusiasts from over 20 countries and 49 states.
CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*
3:00pm |
Registration / Exhibit Hall Opens |
3:15pm |
Chairman’s Welcoming Remarks Ricky Novak, General Counsel; Real Estate & Tax Advisor, The Strategic Group of Companies |
3:45pm |
State of the Economy: Market Update and Forecast
Moderator
Jack McCabe, CEO, McCabe Research & Consulting
Panelist
Ezra Katz, Chairman & CEO, Aztec Group, Inc. & Founder, Mayan Properties, LLC
Panelist
Ralph Vince, President & CEO, Vince Blue Chip Prime Fund
Panelist
Art Cooper, COO, Cooper Family Office (SFO)
Panelist
Gregory Brothers, Vice President and Chief Financial Officer, South Texas College of Law Houston |
4:45pm |
The Silver Tsunami … Timing The Wave Robb Chapin, Chief Executive Officer, Bridge Investment Group LLC (“Bridge”) |
5:15pm |
Lessons from the Trenches Gerald Guterman, Founder, Guterman Partners LLC |
5:45pm - 6:45pm |
Networking Cocktail Reception |
7:30am |
Exhibit Hall Open |
8:00am |
Registration Opens |
8:15am |
Continental Breakfast
|
9:00am |
Opening Remarks |
9:15am |
Investing In Single & Multi-Family Real Estate
Moderator
John Agenbroad, Chairman, Inter-Local Pension Fund
Panelist
Stacey Alcorn, CEO, Laer Realty Partners
Panelist
Lew Goodkin, President, Goodkin Consulting Group
Panelist
Andrew Miller, Principal, Novel Property Ventures |
10:00am |
Investment Styles and Strategies for your Real Estate Portfolio
Moderator
Robert Grden, Executive Director, Wayne County Employees' Retirement System
Panelist
Rob Woomer, Principal & Executive Vice President, Peachtree Hotel Group
Panelist
Ben Gerig, CIO, Northlight Capital Partners, LLC
Panelist
Jose Goldner, Partner, Briggs Capital
Panelist
David Goldwasser, Principal, FIA Capital Partners, LLC |
11:00am |
Networking Refreshment Break Sponsored by: Peachtree Hotel Group |
11:15am |
Gaining Access to and Evaluating Financing and Capital Sources
Moderator
David Eyzenberg, Founder & Managing Partner, Eyzenberg & Company
Panelist
Alfred C. Trivilino, Senior Vice President, Related Fund Management
Panelist
Tomer Eblagon, Managing Director, Rosario Capital
Panelist
David Swentor, President of Real Estate, globalX
Panelist
Tim Brennan, Business Development, The Phillips Family Office & VP Fund Management, PECO Real Estate Partners |
12:00pm |
The Latest Regulatory & Tax issues
Moderator
Ricky Novak, General Counsel; Real Estate & Tax Advisor, The Strategic Group of Companies
Panelist
Bill Briggs, CPA, Partner, Citrin Cooperman
Panelist
Timothy Pollock, Partner, Morris, Manning & Martin, LLP
Panelist
Trace McCreary, President, Varden Capital Properties Todd Walter, Managing Director, RockBridge Capital |
12:45pm |
Luncheon |
2:00pm |
Private Equity in Real Estate Opportunities
Moderator
David Dlugolenski, Director - Private Equity, The Strategic Group of Companies (MFO)
Panelist
Ronald C Muzii Jr., Managing Director, Canyon Partners Real Estate LLC
Panelist
Melissa Rose, Managing Director, Ackman-Ziff Real Estate Group LLC
Panelist
Clifford Mendelson, Managing Partner, Metropolis Capital Finance / The GoldStar Group (SFO) |
2:45pm |
Deal Making & Structuring of Deal Flow
Moderator
DJ Van Keuren, Director – Family Office Capital, Hayman Family Office (SFO)
Panelist
Jon Haahr, Founder & Senior Managing Principal, Silver Portal Capital, LLC
Panelist
Bryan Mick, President, Mick|Law P.C. LLO
Panelist
Ethan Penner, Founder & Managing Partner, Mosaic Real Estate Investors, LLC
Panelist
John R Benitez, J.D., Founder, Benitez Investments, LLC |
3:45pm |
Growth, Challenges and Opportunities in Commercial Real Estate: Office, Retail, Industrial
Moderator
Dean Crombie, Trustee, New Hampshire Municipal Retirement System
Panelist
Mukang Cho, Chief Executive Officer and Principal, Morning Calm Management
Panelist
Howard Stern, Principal and Founder, Stern & Associates LLC
Panelist
Russell Deakin, Managing Partner, Director of Investments, Aceana Group |
4:30pm |
GP/LP Co-Investment Funds
Moderator
Robert E. Lee, MBA, CCIM, Advisory Board Member, Harlow Family Office - SIG Equity Partners
Panelist
Jeff Tegethoff, President, Pearl Real Estate Companies
Panelist
Katherine Zamsky, Managing Director, Besyata Investment Group (SFO)
Panelist
James R. Solomon, Principal and Chief Investment Officer, Ravinia Capital Group (SFO) |
5:15pm |
Asset Allocation: Finding a Unified Model for Family Offices Unlike institutional portfolios, there appears to be little uniformity within the family office space. In this panel, we explore whether or not that is a positive thing and what steps would need to be taken to create a more standardized model.
Moderator
Howard Cooper, CEO, Cooper Family Office (SFO)
Panelist
David Robb, Managing Director, Frontier Group (SFO)
Panelist
Thomas J. Haug, Founder & Managing Member, Aspen Tree, LLC
Panelist
Brian DeLucia, Managing Partner, Arrivato LLC (SFO) |
6:00pm - 7:00pm |
Networking Cocktail Reception |
7:30am |
Private Closed Door Roundtables: FOR INVESTORS ONLY
Moderator
Barry Gurland, Principal, DB Family Offices Services LLC (MFO) |
8:00am |
Continental Breakfast Sponsored by: TerraCap Management, LLC |
8:30am |
Opening Remarks |
8:45am |
Convergence of Investment Styles in an Evolving Market Place Steven Hagenbuckle, Founder, Managing Partner, TerraCap Management, LLC Kevin Bergman, Managing Member, Olympus Ventures, LLC (SFO) |
9:15am |
The Do’s and Don’ts of Student Housing Patrick Nelson, Principal, Nelson Brothers |
9:45am |
New Funds & Emerging Managers
Moderator
Abigail Laufer, CIO, Ferguson Family Office (SFO)
Panelist
Brad Gates, President/COO, Veritas Family Partners (SFO)
Panelist
David Goldwasser, Principal, FIA Capital Partners, LLC
Panelist
Thomas McDevitt, Founder and Managing Partner, Edgewood Capital
Panelist
Michael Dombai, Director, Cortland Capital Market Services |
10:45am |
Technology and Online Real Estate Game
Moderator
S. Michael Sury, Chairman, INDORUS Holdings LLP (SFO)
Panelist
Jean-Louis Guinchard, Senior Managing Principal, Silver Portal Capital LLC
Panelist
Elizabeth Braman, RealtyMogul.com |
11:30am |
Investing in the Cannabis Industry: The New Alternative Real Estate Play
Moderator
Andrew Hodges, Managing Member, Value Investment Professionals (MFO)
Panelist
Scott Greiper, President, Viridian Capital Advisors
Panelist
Stephen Braun, Senior Vice President, J.I. Kislak Inc. (SFO)
Panelist
Chris Leavy, Co-Chairman, MedMen
Panelist
Bill Brothers, President, Arizona Facilities Supply |
12:15pm |
Adaptive Reuse in Real Estate: How Art Can Change a Community
Speaker
David Lombardi, Broker/Principal, Lombardi Properties
Interviewed by
James L. Fried, President, Sandstone Realty Advisers |
12:45pm |
LP / Investor Wrap Up
Moderator
Guy Pinkman, Trustee, City of Lincoln Police and Fire Pension
Panelist
Piyush Bhardwaj, Managing Partner, CoInvestment Partners (SFO)
Panelist
Sidney Wigfall, Managing Director/ Consultant-Counsel, SCA Compliance & Consulting Group
Panelist
Henry Wilson, Trustee, Wayne County Employees' Retirement System |
1:30pm |
Conference Concludes |
Room Rate | $329 |
Standard Rate | |
---|---|
Asset Managers | $2,495 |
Service Providers | $2,895 |
Institutional End-Investors*** | Complimentary* |
Asset Managers include all types of Fund managers
*** These include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.
*All complimentary passes are subject to Opal Group's final approval. Eligibility will be verified. Complimentary passes are available for qualified family offices & other institutional investors such as pensions, foundations and endowments. Those providing any service to the real estate community including providing financing, brokerage, advisory, insurance, custody and administration, accounting, legal and other professional services are among those not eligible for the complimentary rate.