Real Estate Investment Summit 2023
Hilton West Palm Beach, FL
March 26, 2023 - March 29, 2023
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, 2023
| 1:00 pm |
Shuttle Service Leaves Hilton Palm Beach |
| 2:00 pm |
International Polo Club Palm Beach
Come and enjoy the U.S. Open Polo! Fabulous cuisine, entertainment, and fashion
Limited & Separate Registration is Required |
| 2:00 pm |
Buffet and Bar opens |
| 3:00 pm |
Polo Match Begins |
| 4:00 pm |
Half-Time Champagne – Stomping of the Divots |
| 5:00 pm |
Polo Match Finishes |
| 5:15 pm |
Trophy Presentations |
| 5:30 pm |
Shuttle Service Returns to Hilton Palm Beach |
| 8:00 am |
Exhibit Hall Set-Up |
| 8:30 am |
Registration/Information Desk Opens |
| 8:30 am |
Continental Breakfast |
| 9:35 am |
Welcoming Remarks |
| 9:40 am |
Commercial Real Estate Market Outlook
Moderator
Joe McIntosh, Director, McIntosh Management LLC
Panelists
David Eyzenberg, President, Eyzenberg & Company Ian Selig, Vice President, Investor Relations, Safehold Ryan Lingerfelt, President & Chief Investment Officer, Lingerfelt |
| 10:20 am |
Value-Add and Opportunistic vs. Core and Core Plus Investments
Moderator
Biff Pusey, Member, CrossGrain Family Investments
Panelists
Gary Lipsky, President, Break of Day Capital Jeff Klotz, Principal, The Klotz Companies - Klotz Family Office (SFO) Tal Peri, Head of U.S. East Coast & Latam, Union Investment Real Estate LLC |
| 11:00 am |
Networking Refreshment Break
Sponsored by: |
| 11:20 am |
Tax Advantaged Investing: Qualified Opportunity Zones to Support “ESG” Economic Development
Presented by
Dennis Michaud, President, West Ocala OZ |
| 11:50 am |
Single Family Rentals & Build to Rent – Red Hot Sector
Moderator
Abigail Laufer, Chief Executive Officer, Ferguson Family Office (SFO)
Panelists
Kevin Price, CIO, Southern Oak Capital Michael Greene, Managing Partner, Development Law Group Brad Hunter, President, Hunter Housing Economics Craig Krandel, Chief Investment Officer &, Head of Capital Markets, Beacon Ridge Capital Management |
| 12:30 pm |
Networking Luncheon |
| 1:50 pm |
Investing in the Hotel and Hospitality Sector
Moderator
Dr. Alexandra Cook, CPA, CGMA, CFF, FAIA, Managing Member, Sunburst Ventures
Panelists
Michael Dean, SVP - Head of North American Hotel Development, Hard Rock David Callaghan, President, MEC Global |
| 2:30 pm |
Affordable, Workforce & Student Housing Investment Opportunities
Moderator
Shawn Quinn, Managing Director, Wilshire Private Markets
Panelists
Kamil Homsi, Founder & CEO, GRC Investment Group-Dubai (SFO) DJ Van Keuren, Co-Managing Member, Evergreen Family Office Management |
| 3:10 pm |
Millennials & Next Gens: A New Lens on Investment Priorities Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC
Panelists
Teresa Guardans, Founding Partner, Oryx Impact Katy Tian, Founder & CEO, Nextgen Leader Group, Executive Director, AltaCap (SFO) Eric Dansky, Senior Investment Officer, Cooper Family Office (SFO) Paula Schwarz, CEO, StartupBoat |
| 4:00 pm |
KEYNOTE PANEL DISCUSSION: Capital UNTAPPED! How Hall of Fame Professional Athletes are using their Innovation, Investing and Influence Capital to drive Impact and Real Estate Ventures, and How the Investor Communities can Unite to elevate Impact Projects and Investor Returns.
3X Lakers NBA Champion Devean George, 12 year NFL/3X Pro Bowl Warrick Dunn, Opal Keynote veterans, are joined by former Boxing World Champion Roy Jones Jr and 16-year NBA veteran, Al Harrington, to share their successes in Real Estate, Cannabis and Generational Wealth projects, along with leveraging their Influence Capital to bring Impact to their respective communities.
Moderator
Daniel Hughes, Founder/Co-Creator of Athletes Influence, Partner, LOHAS Advisors
Panelists
Devean George, 3X NBA Champion, 11-year career, CEO of George Group North Development, Founder of the Building Blocks and George Modular Innovation Solutions Warrick Dunn, 12 years NFL, 3X Pro Bowl, Founder of Homes for Holidays, CEO of WD Communities Roy Jones Jr., Boxing World Title Holder in 4X Weight Classes, Broadcaster, Entrepreneur and Impact Investor in Pensacola, FL Al Harrington, 16-year NBA, Entrepreneur, Advocate, Leader in the Cannabis Industry, Founder of Viola Brands |
| 5:00 pm |
Cocktail Reception |
| 8:30 am |
Registration/Information Desk Opens |
| 8:30 am |
Continental Breakfast |
| 9:25 am |
Opening Remarks |
| 9:30 am |
Analyzing Direct vs. Co-Investments vs. Commingled Funds
Moderator
Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory
Panelists
Hema Virani, Family Office Executive, Modi Global (SFO) / Ish Family Office (SFO) Alex Abrams, Partner, StepStone Group |
| 10:10 am |
Sourcing Opportunities & Due Diligence in Today’s Real Estate Market
Moderator
Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)
Panelists
Lauren Richter, Development Director, The Hanover Company DJ Van Keuren, Co-Managing Member, Evergreen Family Office Management Jose A. Torres, Managing Partner, Monllor Capital Partners |
| 10:50 am |
Mezzanine Debt, Preferred Equity, Bridge Loans & Gap Capital
Moderator
Joe McIntosh, Director, McIntosh Management LLC
Panelists
Tang Tang, Executive Director, Cottonwood Management James Fried, President & Founder, Sandstone Realty Advisors Manoela Arashiro, Shareholder Director, Confidas Management Ltd. |
| 11:30 am |
Networking Refreshment Break |
| 11:50 am |
Keynote Fireside Chat: Heavyweight Champions in Boxing, Medicine and MMA Unite to Deliver an Impact Punch for Education of the Future
Come listen to our Fireside Chat and learn how Daniel Puder’s Transformational
Interviewer
Daniel Hughes, Founder/Co-Creator of Athletes Influence, Partner, LOHAS Advisors Mike Tyson, Former Heavyweight Champion of the World, Investor, Actor, Tyson Transformational Technologies Academy, AZ Dr. Oz, 9X Emmy Award, co-founder of Sharecare.com, 8X NY Times Best Selling Author, Professor Emeritus of NY Presbyterian-Columbia Medical Center Daniel Puder, MMA Champion, TEDx, Founder of My Life/My Power and CEO/Founder of Transformational Technologies Academy |
| 12:20 pm |
Networking Luncheon |
| 1:30 pm |
New Developments in the Retail, Office and Industrial Real Estate Strategies
Moderator
James Rosebush, Chief Executive Officer, Intersection Impact Fund, The Wealth and Family Office Management Group
Panelist
David Sengstock, President, Mick Law P.C. LLO Desiree Patno, CEO, NAWRB Adi Divgi, President & Chief Investment Officer, EA GLOBAL LLC |
| 2:10 pm |
Managing Risk in Anticipation of a Market Downturn
Moderator
Keith Danko, Founder and Managing Partner, Witherspoon Partners
Panelists
Candice Beaumont, Managing Director, L Investments (SFO) Brad Hunter, President, Hunter Housing Economics |
| 2:50 pm |
Where are the Distressed Opportunities: Do They Even Exist?
Moderator
Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation, Lincoln Fire & Police
Panelists
Tim Patten, Managing Director, Morning Calm Management Jeff Klotz, Principal, The Klotz Companies - Klotz Family Office (SFO) |
| 3:30 pm |
LP Allocator Roundtable: Where are Investors Looking in Real Estate?
Moderator
Abigail Laufer, Chief Executive Officer, Ferguson Family Office (SFO)
Panelists
Greg Knoll, Executive Director, IPFA, Beneficiary Trustee, Board Treasurer, Illinois Firefighters Pension Investment Fund Kamil Homsi, Founder & CEO, GRC Investment Group-Dubai (SFO) Biff Pusey, Member, CrossGrain Family Investments |
| 4:10 pm |
Cocktail Reception |
| 8:30 am |
Registration/Information Desk Opens |
| 8:30 am |
Continental Breakfast |
| 9:25 am |
Opening Remarks |
| 9:30 am |
ESG Under Pressure: How to Navigate being an ESG-Sensitive Fiduciary when ESG Is under Assault
Moderator
Iva Kaufman, Founder, Iva Kaufman Associates
Panelists
Diana Ayton-Shenker, CEO & Founder, Global Momenta / Leonardo, Int’l Society of Art, Science, and Technology Rosemary Sagar, Chief Investment Officer, Sagar Family Office Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation, Lincoln Fire & Police |
| 10:10 am |
Incorporating DEI into your Investment Process & Portfolio
Moderator
Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC
Panelist
Adi Divgi, President & Chief Investment Officer, EA GLOBAL LLC |
| 11:00 am |
Conference Concludes |
600 Okeechobee Boulevard
West Palm Beach, Florida 33401, USA
| Rate | |
|---|---|
| Room | SOLD OUT |
Read cancellation policy here.
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.
- 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
