Real Estate Investment Summit 2019

Palm Beach County Convention Center, West Palm Beach, FL
March 31, 2019 - April 2, 2019

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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 April 2, 2019

7:00am

Exhibit Hall Set up

7:30am

Registration/Information Desk Opens

7:30am

Continental Breakfast

8:45am

Welcoming Remarks

9:00am

Economic Outlook: Trends & State of the CRE Finance Market

Moderator

Ron Diamond, CEO, Diamond Wealth Strategies

Panelists

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

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

Clifford Mendelson, Managing Partner, CEO, Metropolis Capital Advisors

9:45am

Private Equity Investment Strategies in Today’s Market

Moderator

Shawn Quinn, Managing Director, Wilshire Private Markets

Panelists

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

Jeremy Zirin, Head of Real Assets, Marquette Associates, Inc.

Ehab Korabi, Crown Capital Group FL

Casey Cummings, CEO, Ram Realty Advisors

10:30am

Artificial Intelligence: The New Real Estate Revolution

Sasha Bernier, Senior VP/Investment Committee, Cheltenham Investments (SFO)

Sanjay Bhatia, Chairman, Quantum Spirit (SFO)

11:00am

Networking Refreshment Break

11:30am

Alternative Financing

Moderator

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

Panelists

Ian Selig, Manager, Investor Relations, Safehold, Inc.

Becky Wong, GlobeX Capital Partners

Maxwell Wu, Chairman, Percera Group

12:15pm

Current Structures and Strategies to Minimize U.S. Income Taxes

Bill Rohrer, Partner, Duane Morris LLP

12:35pm

Logical Real Estate Investing Today: A Candid Discussion

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

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

1:05pm

Networking Luncheon

Sponsored by: Crown Capital Group

2:30pm

Making Money with Opportunity Zones & Tax Benefits

Moderator

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

Panelists

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

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

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

Elliott Hornblass, Principal, Hornrock Properties

3:30pm

Senior Housing…Exploding Growth Market

Moderator

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

Panelists

John Bielefeldt, Partner, Crown Capital Group

James Fried, President/Founder, Sandstone Realty Advisors

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

Lisa Silvers, Senior Vice President – Healthcare Lending, IDB Bank

4:15pm

Hotel Sector

Moderator

John Agenbroad, Chairman, Inter-Local Pension Fund

Panelists

Punit Shah, Chief Executive Officer, Liberty Group

John Wijtenburg, Director, Hotels | Eastern US, Colliers International South Florida, LLC

Kevin O’Grady, Senior Vice President & Managing Director, Walker & Dunlop

Al DiNicola, Director Real Property Consulting Services, NAMCOA-Naples Asset Management Company, LLC

Christian Glauser-Benz, Vice President of Development, Latin America & the Caribbean, Dream Hotel Group

5:00pm

Family Offices & High Net Worth – How to work with them?

Moderator

Skip Cooper, COO, Cooper Family Office (SFO)

Panelists

Jeffrey Fulk, Managing Director, Investment Management, LJ Partnership (MFO)

Alexandra Cook, CPA, CGMA, CFF, AAIA, Senior Consultant, Tamarind Partners, Inc.

David Weiss, Chief Investment Officer, Rebel Rebel Capital (SFO)

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

5:45pm

Cocktail Reception

7:30am

Registration/Information Desk Opens

7:30am

Hospitality Lounge Open

7:30am

Continental Breakfast

8:15am

Opening Remarks

8:30am

Maximizing Benefits from the Latest Tax Changes

Moderator

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

Panelists

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

Richard S. Lehman, Esq., United States Taxation and Immigration Law, LLC

9:15am

Land/Development & Acquisition

Moderator

Brian DeLucia, Managing Partner, Arrivato LLC (SFO)

Panelists

Sam Sidhu, CEO, Megalith Capital Management

Michael Hass, Founding Partner, Drive Development Partners

Rick Bagel, Managing Partner, Wetrock Resources, LLC

Terri Thomas, Shareholder, Becker - Real Estate Practice Group

10:00am

Networking Luncheon

Sponsored by: JLJ Capital

10:15am

Single Family Residential

Moderator

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

Panelists

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

Jack McCabe, CEO, McCabe Research & Consulting

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

Mike Hubbell, Managing Member, UrbanLuxe Homes

11:00am

Multi-Family Residential

Moderator

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

Panelists

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

Mike Kaplan, CEO, The Kaplan Companies

Ronald C Muzii Jr., Managing Director, Canyon Partners Real Estate

Charles Foschini, Senior Managing Director, Berkadia Commercial Mortga

11:45am

Getting high returns in the commercial real estate debt market- Why now?

Jonathan Lewis, Managing Partner, JLJ Capital

12:05pm

Networking Luncheon & Keynote Presentation

You Think You’ve Done Everything Right…Then The FBI Shows Up

Allen Reichman

1:45pm

Keynote Presentation

Irwin Raij, Partner, O’Melveny & Myers LLP

Alexander Anderson, Partner, O’Melveny & Myers LLP

2:15pm

Investing In Office & Industrial

Moderator

Marty Dirks, Investment Consultant, Investment Strategy & Analysis

Panelists

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

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

Dave Piasecki, Chief Investment Officer, Elmtree Funds

James Solomon, Principal, Ravinia Capital Group

3:00pm

Small, New & Emerging Funds: Fundraising, Fees, Promotes & Fund Structuring

Moderator

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

Panelists

David McKinney, Vice President of Capital Markets & Investor Relations, Wilkinson Family of Companies

Leonard Chinchay, Vice President of Client Relations, Prodigy Network

3:45pm

Investing In Retail

Moderator

Gregory Brothers, Vice President and Chief Financial Officer, South Texas College of Law Houston

Panelists

Christopher Nolte, President, Marcus investments (SFO)

Barry Wolfe, Senior Managing Director Investments, Marcus & Millichap

Michael Greene, Managing Partner, Development Group

4:30pm

LP Allocator Perspective: Where are the Smart Investors Headed

Moderator

John Girard, Trustee, Boca Raton Police and Firefighters’ Retirement

Panelists

Thomas J. Haug, CEO, Managing Member, Aspen Tree Advisory

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

5:30pm

Cocktail Reception

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