Real Estate Investment Summit 2020

Hilton West Palm Beach, West Palm Beach, FL
March 29, 2020 - March 31, 2020

73 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 2020 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 29th, 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 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 January 17, 2020

Keynote Speaker

Alfonso Costa Jr., Deputy Chief of Staff, U.S. Department of Housing and Urban Development (HUD)

Speakers

James Solomon, Principal, Ravinia Capital Group (SFO)

Glenn Mueller, Professor - Franklin L. Burns School of Real Estate & Construction Management, University of Denver

Barry Wolfe, Senior Managing Director Investments, Senior Director, National Retail Group, Marcus & Millichap

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

Gabriel España, Principal Investment Officer & Head of Real Estate, International Finance Corporation

Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System

David Robb, Managing Director, Frontier Group (SFO)

Matthew May, President, May Realty Advisors

Michael Brennan, Executive Director, James A. Graaskamp Center for Real Estate, University of Wisconsin-Madison, Chairman, Brennan Investment

Scott Robinson, Managing Director, Oberon Securities, Clinical Assistant Professor Program Coordinator, Finance & Investment Director, REIT Center NYU, Schack Institute of Real Estate

Mitchell Bollinger, CFA, CAIA, Published Researcher, Co-Author, Another Look at Private Real Estate Returns by Strategy

Robert Lee, Principal, The Beverly Park Group (SFO)

Eric Silverman, Founder and Managing Director, Eastham Capital

Benjamin Macfarland, CEO, SROA Capital

Lonnie Gienger, CEO, Wilkinson Family of Companies

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

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

Lisa Woods, Managing Director, KPMG LLP

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

Lauren Richter, Head of Real Estate, Global RE Group, LLC (SFO)

John Bielefeldt, Partner, Crown Capital Group

Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)

Michael Greene, Managing Partner, Development Group

Daniel Hughes, Partner/Co-Founder, LOHAS Advisors

Speakers

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

Stuart Caplan, Chief Investment Officer, Partner, Apex Financial Advisors (MFO)

Kamil Homsi, Founder/CEO, GRC Investments Group (Dubai) (SFO)

DJ Van Keuren, Vice President, Monfort Companies (SFO)

Thomas Haug, CEO, Managing Member, Aspen Tree Advisory

Elliot Shirwo, Founder and Principal, BridgeCore Capital, Inc.

Ian Selig, Manager Investor Relations, Safehold

Jack McCabe, CEO, McCabe Research & Consulting

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

Robert Lazaroff, Vice president , The Michelson Organization

Richard Burns, Chief Executive Officer, NHP Foundation

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

Paul Sygrove, Chief Investment Officer, Swig Equities, LLC (SFO)

Lou Frost, Managing Director, Co-Head of Real Estate Investment Banking, Oberon Securities

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

Carlos Imery, Director, IG3 (SFO)

J. Roger Yates P.E., Chief Executive Officer, Yates Group USA, LLC (SFO)

Sanjay Bhatia, Chairman, Quantum Spirit (SFO)

Wendy Craft, Chief of Staff, Fulcrum Equities, LLC (SFO)

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

1star
Hilton West Palm Beach
West Palm Beach, FL
(connects to Palm Beach County Convention Center)
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 II (expires 2/14/20) Standard Rate
Fund Managers/Service Providers $1,995 $2,495
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations can be verified for complimentary access (must allocate to 3rd party fund managers) Complimentary*

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to 3rd parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re-verify past delegates for future complimentary passes.

**Those who are raising capital for a fund/project from investors or providing any service to the impact investment community including providing financing, brokerage, insurance, custody and administration, accounting, legal and other professional services are among those not eligible for complimentary investor passes.

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

Presented by

Alfonso Costa Jr., Deputy Chief of Staff, U.S. Department of Housing and Urban Development (HUD)

Presented by

Daniel Hughes, Partner/Co-Founder, LOHAS Advisors, Creator, Athletes Influence

  • 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