Real Estate Investment Summit 2023

West Palm Beach, FL
March 26, 2023 - March 29, 2023

60 days left

Opal Group is happy to announce the return of our annual Real Estate Investment Summit on March 26-29th in West Palm Beach, FL. This summit will bring together Real Estate Funds, Family Offices, Institutional Investors, along with Real Estate Developers & Service Providers, to network and share best practices.

Real Estate touches all aspects of the U.S. and Global Economy as new trends emerged with the ongoing pandemic. The debate between office versus remote work, increased desire to own a home, sequential need to increase supply chain, and industrial capacity due to the increased growth in ecommerce, the real estate industry is at an inflection point that will create unique opportunities and challenges for real estate investors & managers.

By nature, real estate is a complicated, capital intensive, and a relationship-oriented business. From doing due diligence, to negotiation, capital raising, operating in accordance with a business plan in multiple market cycles, to selling the asset and distributing the revenue, each step is critical to the success of a vibrant real estate marketplace and its stakeholders.

Come join us as we network and hear from Senior Real Estate Executives and Institutional Investors discuss the future of real estate, and how and where they are investing their capital in this ‘new’ market environment.

To request our current agenda, participant list and sponsors


Current as of March 22, 2022

1:00pm

Shuttle Service Leaves Hilton Palm Beach

2:00pm

International Polo Club Palm Beach

Come and enjoy the U.S. Open Polo!

Fabulous cuisine, entertainment, and fashion featured at International Polo Club Palm
Beach. It is the exciting culmination of the 16-week, high-goal, winter polo season that
attracts polo enthusiasts from over 20 countries and 49 states.

2:00pm

Buffet and Bar Opens

3:00pm

Polo Match Begins

4:00pm

Half-Time Champagne – Stomping of the Divots

5:00pm

Polo Match Finishes

5:15pm

Trophy Presentations

5:30pm

Shuttle Service Returns to Hilton Palm Beach

7:00am

Exhibit Hall Set-Up

7:30am

Registration/Information Desk Opens

8:00am

Continental Breakfast

9:10am

Welcoming Remarks

9:20am

Commercial Real Estate Market Outlook

Moderator

James Solomon, Principal, Ravinia Capital Group (SFO)

Panelists

David M. Sengstock, President, Mick Law PC LLO

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

Brad Hunter, President, Hunter Housing Economics

10:10am

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

Moderator

David Eyzenberg, President, Eyzenberg & Company

Panelists

Matt Hawkins, Founder/Managing Partner, Entourage Effect Capital

Sam Sahn, Portfolio Manager, Hazelview Investments

Jon Kalikow, President, Gamma Real Estate & Advanced Flower Capital

Ben Macfarland, CEO, SROA Capital

11:00am

Networking Refreshment Break

Sponsored by: SROA Capital

11:40am

Maximizing After-Tax ROI – Current Tax Landscape for Income-producing Real Estate

Bill Rohrer, Partner, Duane Morris LLP

12:00pm

The New American Dream

Don Wenner, Founder & CEO, DLP Capital

12:20pm

How Media Production Studios are Raising the Bar for Value in Commercial Real Estate and Setting a New Standard for Investor Returns

 

Recent acquisitions by Blackstone for Hello Sunshine ($1B), TPG Real Estate Partners for Cinespace Chicago ($1.2B), and Amazon for MGM ($8.6B), plus many many more, show a massive demand and value for content and media production facilities. Come listen to 1913 Media Group Founders Seth Hummel and Joey DiFranco provide an update on the rapid progress of 1913 Studios; beginning with the successful acquisition of 210,000 square foot former manufacturing building in a Dayton, OH Opportunity Zone, securing a $100M per year production partnership, their efforts to reshape the landscape for creatives as well as technology innovation in media, film, XR, AR and VR content, and how they are paving the way for smart investors to participate.

Speakers

Joey Difranco, Co-Founder/President & COO, 1913 Media Group

Seth Hummel, Co-Founder/CEO & Executive Producer, 1913 Media Group

12:40pm

Keynote Fireside Chat with Dikembe Mutombo (In conjunction with the ESG & Impact
Investing Forum)

 

Danny Hughes goes one-on-one with NBA legend Dikembe Mutombo to examine Closing the
Racial Wealth gap, Minority Ownership in mining the DRC, the transition and balance between
Global Philanthropist to Impact Investor, and the creation of NUE Capital to facilitate change.

Facilitator

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

Speaker

Dikembe Mutombo, 18-year NBA, Hall of Fame, Founding Partner of NUE Capital, Global Humanitarian, NBA Africa and NUE Mining

1:00pm

Networking Luncheon

2:15pm

Opportunity Zones, Tax Reforms, and CRA Investing

Moderator

Biff Pusey, Partner, CrossGrain Family Investments (MFO)

Panelists

Nick Sinatra, Founder and CEO, Sinatra & Company Real Estate

Sage Alexander, COZA, CEO, Leafwise Ltd.

3:00pm

Investing in the Hotel and Hospitality Sector

Moderator

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

Panelists

Bill Avoli, Managing Director, Rockbridge

Michael Greene, Managing Partner, Development Law Group

Jolene Anderson, Commercial Real Estate Broker, Coldwell Banker Bain Commercial

3:40pm

Networking Refreshment Break

Sponsored by: DLP Capital

4:00pm

Affordable Housing & Student Housing Investment Opportunities

Moderator

Keith Danko, Founder & Managing Member, Witherspoon Partners

Panelists

Tyler Carter, Senior Vice President for National Accounts, Versity Investments, LLC

Desiree Patno, CEO, NAWRB

Sage Alexander, COZA, CEO, Leafwise Ltd.

4:50pm

Single Family Rentals & Build to Rent – Red Hot Sector

Moderator

Brad Hunter, President, Hunter Housing Economics

Panelists

John Bielefeldt, Director of Dispositions, Sylvan Road

Al Dinicola, Partner, Crown Capital Group

Michael S. Greene, Partner, Development Law Group

5:30pm

Keynote Panel Session 

Professional Athlete and Impact Investors Unite to Accelerate Investor Returns and Social Impact (In conjunction with the ESG & Impact Investing Forum)

 

Continuing the tremendous momentum in 2021 where the Opal community of Impact, Family Office, Private Wealth, and Alternative Investors experienced the impact of aligning with the Professional Athlete, Danny Hughes and his Athletes Influence panels continues the 2022 event season with business and social ventures from renowned former NBA, NFL and MLB, that will inspire and engage.

Moderator

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

Panelists

Dikembe Mutombo, 18-year NBA, Hall of Fame, Founding Partner of NUE Capital, Global Humanitarian, NBA Africa and NUE Mining

Warrick Dunn, 3X NFL All-Pro Running Back, Founder of Homes of Holiday and Warrick Dunn Charities (WDC), 2019 Muhammed Ali Legacy Award Recipient

6:15pm

Cocktail Reception

Sponsored by: Sinatra & Co. & Three Chord Bourbon

8:00am

Registration/Information Desk Opens

8:00am

Continental Breakfast

9:05am

Opening Remarks

9:15am

Analyzing Direct vs. Co-Investments vs. Commingled Funds

Moderator

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

Panelists

Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory

James Solomon, Principal, Ravinia Capital Group (SFO)

9:50am

Real Estate Debt and Alternative Financing Strategies

Moderator

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

Panelists

Josh Davis, Partner, Baseline Partners LLC

Ian Selig, AVP Investor Relations, Safehold Inc. (NYSE: SAFE)

James Fried, President/Founder, Sandstone Realty Advisors

10:40am

Networking Refreshment Break

Sponsored by: Duane Morris LLP

11:00am

Analyzing the Multi-Family Residential Markets

Moderator

Jack Frost, Trustee, West Palm Beach (FL) Police Pension Fund

Panelists

Jeff Klotz, Principal, The Klotz Companies - Klotz Family Office (SFO)

Eric Silverman, Founder and Managing Director, Eastham Capital

Lauren Richter, Development Director, The Hanover Company

11:45am

Sourcing Opportunities & Due Diligence in Today’s Real Estate Market

Moderator

Joe McIntosh, Director, McIntosh Management LLC

Panelists

Josh Roach, Managing Director, Meritage Group LP (FO)

DJ Van Keuren, Co-Managing Member, Evergreen Family Office Management

12:25pm

Networking Luncheon

1:30pm

New Developments in the Retail, Office and Industrial Real Estate Strategies

Moderator

Biff Pusey, Partner, CrossGrain Family Investments (MFO)

Panelists

Paul Kang, President/CIO, Member of the Investment Committee, AltaCap (SFO)

Jack Cooney, CIO, SROA Capital

2:15pm

Managing Risk in Anticipation of a Market Downturn

Moderator

DJ Van Keuren, Co-Managing Member, Evergreen Family Office Management

Panelists

Michael Hass, Founding Partner, Drive Development Partners

David Eyzenberg, President, Eyzenberg & Company

James Fried, President/Founder, Sandstone Realty Advisors

3:00pm

Technology, Security, & Intelligence Influence in Real Estate

Moderator

Kurt Vroman, Chairman, Deltona Firefighters Pension Plan

Panelists

Sanjay Bhatia, Founder, Izenda (SFO)

Sumit Rai, Managing Partner, Rai Family Office (SFO)

3:40pm

LP Allocator Roundtable: Where are Investors Headed

Moderator

Dr. Alexandra Cook, CPA, CGMA, CFF, FAIA, Managing Member, Sunburst Ventures Florida (SFO)

Panelists

Greg Knoll, Trustee & Executive Director, The Firefighter Pension Investment Fund / IPFA

Brian Bernstein, Cooper Family Office (SFO)

Scott Shea, General Counsel, Hopson Development Holdings Limited

4:20pm

Cocktail Reception

4star
Hilton West Palm Beach
600 Okeechobee Boulevard
West Palm Beach, Florida 33401, USA


Room Rate
Resort View $379
Rates are exclusive of 12% tax

• 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.

Registration Pricing

Early Bird Rate
(exp. 2/10/23)
Standard Rate
Fund Managers/Service Providers $2,195 $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
  • Market Update & Forecast
  • Investment Styles and Strategies
  • Financing and Capital Sources
  • Opportunities in Commercial & Office
  • Single Family Residential
  • Multifamily Opportunities
  • Opportunity Zones / 1031 Exchange
  • The Family Office & High Net Worth Investor
  • Self Storage
  • Retail & The Future of Hospitality
  • Real Estate Opportunistic Investments
  • Institutional Investors
  • Live and on-demand video panels/presentations with Q&A

  • Exhibit Hall with branded interactive booths

  • Live chatting options in sessions & lounge areas and private direct messaging to attendees for peer to peer networking

  • Zoom ‘Happy Hours’ for all conference attendees to connect

  • Public & Corporate Pensions
  • Taft Hartley
  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Accountants
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Real Estate Developers
  • Real Estate Fund Managers
  • Infrastructure Funds
  • Investment Banks
  • Mortgage Lenders
  • Venture Capitalists
  • Private Equity
  • Insurance Companies
  • Industry Service Providers

Investors vs. Managers / Service Providers

    Types of Investors