Real Estate Investment Summit 2023

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

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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
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.

 

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:
West Ocala OZ

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
Florida (SFO)

Panelists

Michael Dean, SVP - Head of North American Hotel Development, Hard Rock
International

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
Technologies Academy is changing the landscape of Education – particularly the growing
number of at-risks and off-tracks students … and how Former Heavyweight Boxing
Champion of the World, Mike Tyson, and the renown Dr. Mehmet Oz (Dr. Oz) are
uniting to elevate the need of this student population and deliver an Impact Punch for
education.

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
Retirement System

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
Retirement System

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

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


Rate
Room SOLD OUT
Rates are exclusive of 13% tax.

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.

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