Real Estate Investment Summit 2020

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

37 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 February 21, 2020

7:00am

Exhibit Hall Set-Up

7:30am

Registration/Information Desk Opens

7:30am

Continental Breakfast

8:45am

WELCOMING REMARKS

James Solomon, Principal, Ravinia Capital Group (SFO)

9:00am

Commercial Real Estate Market Outlook

Moderator

Larry Mahle, Trustee, City of Atlanta Firefighter's Pension Fund

Panelists

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

9:45am

Value-Add and Opportunistic vs. Core and Core Plus Investments

Moderator

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

Panelists

Eric Silverman, Founder and Managing Director, Eastham Capital

Benjamin Macfarland, CEO, SROA Capital

Gil Hermon, Managing Partner, Blue Atlantic Partners

10:30am

KEYNOTE PRESENTATION

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

11:00am

Networking Refreshment Break

11:20am

STANDALONE

11:40am

STANDALONE

12:00pm

STANDALONE

12:20pm

Lonnie Gienger, CEO, Wilkinson Family of Companies

12:40pm

KEYNOTE PRESENTATION

Sgt. Matthew Eversmann, Hero of BlackHawk Down and The Battle of Mogadishu

1:00pm

Networking Luncheon

2:15pm

Opportunity Zones, Tax Reforms, CRA Investing – Hot Sectors

Moderator

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

Panelists

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

Lisa Woods, Managing Director, KPMG LLP

TBA, Redbrick LMD, LLC

TBA, Cresset Partners

3:00pm

Investing in the Hotel and Hospitality Sector

Moderator

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

Panelists

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

John Bielefeldt, Partner, Crown Capital Group

Gregory D. Vickowski, Chief Financial Officer, Principal, Procaccianti Companies

3:45pm

Networking Refreshment Break

4:00pm

Student Housing & Attainable Housing Investment Opportunities

Moderator

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

Panelists

Michael Greene, Managing Partner, Development Group

Sarah Haccoun, Principal, Steinmauer Family (SFO)

4:45pm

What is in the Secret Sauce? Sourcing Opportunities & Due Diligence in Today’s Real Estate Market

Moderator

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

Panelists

David Robb, Managing Director, Frontier Group (SFO)

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

Bryan S. Mick, President, Mick Law P.C.

5:30pm

KEYNOTE PANEL SESSION

Moderator

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

6:15pm

Cocktail Reception

8:00am

Registration/Information Desk Opens

8:00am

Hospitality Lounge Open

8:00am

Continental Breakfast

9:00am

OPENING REMARKS

9:15am

Analyzing Direct vs. Co-Investment vs. Commingled Funds

Moderator

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

Panelists

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)

10:00am

Real Estate Debt and Alternative Financing Strategies

Moderator

Thomas Haug, CEO, Managing Member, Aspen Tree Advisory

Panelists

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

Ian Selig, Manager Investor Relations, Safehold

10:45am

Networking Refreshment Break

11:00am

Analyzing the Residential Markets: Multi-Family vs. Single Family

Moderator

Jack McCabe, CEO, McCabe Research & Consulting

Panelists

Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners

Robert Lazaroff, Vice President , The Michelson Organization

Nate Kline, Chief Investment Officer, One Wall Partners

11:45am

STANDALONE

Jeffrey Pintar, Principal, Pintar Investment Company, LLC

12:05pm

Attracting Foreign Capital to Invest in U.S. Real Estate

Bill Rohrer, Partner, Duane Morris LLP

12:25pm

KEYNOTE PRESENTATION

Patrick Dempsey, Founder, Board Member, The Dempsey Center

1:00pm

Networking Luncheon

2:15pm

New Developments in the Office and Industrial Real Estate Strategies

Moderator

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

Panelists

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

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

Derrick McGavic, Managing Principal, Newport Capital Partners

3:00pm

Managing Risk in Anticipation of a Market Downturn

Moderator

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

Panelists

Carlos Imery, Director, IG3

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

3:45pm

Technology, Security, & Intelligence Influence in Real Estate

Moderator

Skip Cooper, Managing Director, Cooper Family Office (SFO)

Panelists

Sanjay Bhatia, Chairman, Quantum Spirit (SFO)

Michael Sommers, Senior Vice President, Grand Peaks Properties

Sean Davatgar, Principal, Dava Capital (SFO)

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

4:30pm

LP Allocator Roundtable: Where are Investors Headed

Moderator

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

Panelists

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

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

5:15pm

Cocktail Reception

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

Standard Rate
Fund Managers/Service Providers $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

Patrick Dempsey, Founder, Board Member, The Dempsey Center

Presented by

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

Presented by

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

  • 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