Real Estate Investment Summit 2019

Palm Beach County Convention Center, West Palm Beach, FL
April 1, 2019 - April 2, 2019

15 days left

By nature, commercial real estate is a complicated, capital intensive and relationship oriented business.

From finding and researching a commercial real estate asset, to negotiating its price and raising capital, to operating in accordance with a business plan, to selling the asset and distributing the revenue, each step is critical to the success of the overall picture and each participant is owed a specific fee.

Opal Group’s 2019 Real Estate Investment Summit is centered on the “fourth asset class,” commercial real estate—today a capital market instrument as much as the stock or bond market. Our program agenda will explore the roles of public and private real estate, as well as equity and debt.

Like the asset class itself, the people attending and participating in the Real Estate Investment Forum are vibrant and outward looking.

On March 31st, Opal Group will host a pre-event networking activity for registered participants. Held in conjunction with attendees from Opal Exchange and the Impact Investing Forum, we will host a networking brunch at the International Polo Club Palm Beach. Come and enjoy the 115th U.S. Open Polo Championship. Considered to be the most prestigious polo tournament in the world, indulge in fabulous cuisine, exquisite fashion, and mingle with world-class celebrities.

Polo is a private brunch and requires separate registration. Limited tickets are available. Ticket Sales and Pricing Information will be made available approximately one month prior to the event.

To request our current agenda, participant list and sponsors


Speaker List Current as of March 14, 2019

Keynote Speakers

Irwin Raij, Partner, O’Melveny & Myers LLP

Alexander Anderson, Partner, O’Melveny & Myers LLP

Tian Liu, Chief Economist, U.S. Mortgage Insurance, Genworth Mortgage Insurance

Ryan Severino, CFA, Chief Economist, Adjunct Professor, JLL, Columbia University and NYU

Speakers

Jeffrey Fulk, Managing Director, Investment Management, Alvarium Investment Managers (US), LLC (MFO)

Ron Diamond, CEO, Diamond Wealth Strategies

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)

Will Buividas. Will Buividas, Vice Chairman, Arizona Public Safety Personnel Retirement System (PSPRS)

John Agenbroad, Chairman, Inter-Local Pension Fund

Barry Gurland, Principal, DB Family Offices Services LLC (MFO)

Bill Rohrer, Partner, Duane Morris LLP

Kevin Bergman, Managing Member, Olympus Ventures, LLC (SFO) (Best Buy family office)

Steve Hagenbuckle, Founder and Managing Partner, TerraCap Management, LLC

Guy Pinkman, Trustee, Lincoln (NE) Fire & Police Retirement System

Brandon Lacoff, CEO & Founder, Belpointe Public Opportunity Zone REIT

TBA, The Strategic Group of Companies

Phil Morgan, Chief Investment Officer, Earlham College

Christopher Nolte, President, Marcus investments (SFO)

Marty Dirks, Trustee, San José Retirement System

Paul Rabinovitch, Principal of Real Estate, New Island Capital (SFO)

Art Cooper, COO, Cooper Family Office (SFO)

Alexandra Cook, CPA, CGMA, CFF, AAIA, Principal, Sunburst Enterprises, LLC (SFO)

David Redfern, President of Real Estate Development & Franchise Services, WaterWalk Hotels & Apartments

Shawn Quinn, Vice President, Wilshire Private Markets

Eric Newman CPA, CGMA, Treasury Manager, City of Stamford (Conn)

Carol Schleif, Deputy Chief Investment Officer, Abbot Downing (MFO)

Craig Robbins, Director of Investments, Children’s Hospital of Minnesota

Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners (SFO)

Paul Gabrail, Founder, Gabrail Family Office (SFO) / Crossroads Group

J. Roger Yates P.E., Principal, Yates Group USA, LLC (SFO)

Ian Selig, Manager Investor Relations, Safehold, Inc.

Henry Wilson, MPA, Vice Chairman, Wayne County Employees' Retirement System

DJ Van Keuren, VP of Family Office Capital, Hayman Family Office (SFO)

Timothy Pollock, Vice President, Sixty West, LLC

Sean Morris, Managing Director, Partner & Co-Investor Relations, CIM Group

Jay Rollins, Managing Principal & Co-Founder, JCR Capital Investment Company

Ricky Novak, Co-Managing Partner, The Strategic Group of Companies

Michael Dombai, Managing Director, Cortland Fund Services

James L. Fried, President, Sandstone Realty Advisors

Stuart Caplan, Chief Investment Officer, Partner, Apex Financial Advisors

David McKinney, Wilkinson Family of Companies

James Julian, Managing Director, Senior Living Equity Partners, LLC

Dave Piasecki, CIO, Elmtree Funds

Jordan Kavana, Founder and Chief Executive Officer, Transcendent Investment Management

Hilton West Palm Beach
(connects to Palm Beach County Convention Center)" data-x="26.7046636" data-y="-80.05742149999998">
1star
Hilton West Palm Beach
(connects to Palm Beach County Convention Center)
600 Okeechobee Boulevard, West Palm Beach, FL, United States
561.231.6000

• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.

 

Palm Beach International Airport

Distance from Hotel: 3 mi.
Drive Time: 10 min.
Taxi: $13.00 USD
Guests can enjoy our complementary airport shuttle to the hotel from PBI.

 

Fort Lauderdale/Hollywood International

Distance from Hotel: 35 mi.
Drive Time: 45 min.

Registration Pricing

Early Bird Rate (expires Jan 31, 2019) Standard Rate
Standard $2,895 $3,195
*Fund Managers $2,495 $2,895
**Developer/Property Manager - Complimentary*
***Qualified Institutional Investors (must be allocators to 3rd party funds) - Complimentary*

*The Real Estate Fund Manager Rate is for real estate managers of all types of equity that raise capital from institutional and private wealth investors (Debt Funds or those groups providing Financing are not eligible for the Fund/Real Estate Investor Rate). 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 approval, please email Jessica Davis at info@opalgroup.net.

**The Real Estate Developer/Property Manager Rate is for private real estate investment and property management companies that own and manage a diverse portfolio of asset types. 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 approval, please email Jessica Davis at info@opalgroup.net.

***Complimentary passes are available for qualified institutional investors such as pensions, family offices, foundations, endowments, and non-discretionary consultants. All institutional investors must be allocating capital to 3rd party fund managers in order to qualify. You can gain more information by contacting Jessica Davis at info@opalgroup.net or calling (212)532-9898 ext 285. All complimentary passes are subject to final Opal approval.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

TBA

Presented by

Irwin Raij, Partner, O’Melveny & Myers LLP

TBA

Presented by

Alexander Anderson, Partner, O’Melveny & Myers LLP

TBA

Presented by

Tian Liu, Chief Economist, U.S. Mortgage Insurance, Genworth Mortgage Insurance

TBA

Presented by

Ryan Severino, CFA, Chief Economist, Adjunct Professor, JLL, Columbia University and NYU

  • Private equity real estate performance—including core, core-plus, opportunistic and value-added
  • Deal flow by commercial property type, i.e., industrial, multifamily, office space, retail
  • Sourcing debt, leaseback and private equity capital for commercial real estate investment and development
  • The rise of private real estate debt
  • Joint venture debt and equity financing
  • REIT sector outlook and analysis
  • Fundraising and deal structuring
  • The impact of ‘Trumponomics’ on commercial real estate investment
  • Public pensions
  • Corporate pensions
  • Endowments and foundations
  • Non-discretionary investment consultants
  • Law firms
  • Private equity real estate managers
  • REITs
  • Real estate investment funds
  • Real estate developers and property managers
  • Fee-only investment advisors

Manager vs. Investor Breakdown

    Investor Breakdown