Real Estate Investment Summit 2024

Hilton West Palm Beach, FL
March 17, 2024 - March 19, 2024

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Opal Group is happy to announce the return of our annual Real Estate Investment Summit on March 17-19 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.

Current as of March 14, 2024

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

8:15 am

Registration/Information Desk Opens

8:15 am

Continental Breakfast

 

Thank You to our Sponsors

9:10 am

Welcoming Remarks

Presented by

Keith James, Mayor, City of West Palm Beach

9:20 am

Commercial Real Estate Market Outlook

Moderator

Russell Deakin, Managing Partner Director of Investments, Aceana Group

Panelists

John Chiang, Board Member, Astrana Health

Ian Selig, Vice President, Safehold Inc. (NYSE: SAFE)

Allison Huynh, Co-Founder & CEO, Alo Ventures

Drew Weinstein, Vice President, Investor Relations, Parkview Financial

10:10 am

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

Moderator

Keith Danko, Founder and Managing Partner, Witherspoon Partners

Panelists

David Shaffer, Managing Partner, WRC Advisors

Nick Sinatra, CEO, Sinatra & Company Real Estate

Amy Rubenstein, CEO, Clear Investment Group

Tom Liravongsa, Managing Director, LCre Global

11:10 am

Single Family Rentals & Build to Rent – Red Hot Sector

Moderator

Brad Hunter, President, Hunter Housing Economics

Panelists

Paul Rabinovitch, Senior Investment Advisor & Lead Strategist, Confidential Single-Family Office (FL)

Abigail E Laufer, Chief Executive Officer, Ferguson Family Office (SFO)

Desiree Patno, CEO, NAWRB

12:00 pm

Networking Luncheon

1:20 pm

LP Allocator Roundtable: Where Are Investors Looking In Real Estate?

Moderator

Eric Dansky, Senior Investment Officer, Cooper Family Office (SFO)

Panelists

Michael A. Gunning, Trustee, CalSTRS

Greg Knoll, Beneficiary Trustee, The Firefighters Pension Investment Fund

Jeff D. Klotz, Principal, The Klotz Companies Klotz Family Office (SFO)

2:00 pm

What’s Next For The Multifamily Sector?

Moderator

Russell Deakin, Managing Partner Director of Investments, Aceana Group

Panelists

David Sengstock, President, Mick Law PC

Andy Marshall, SVP Capital Markets, Bonaventure

Bill Bailey, Managing Director, Hunter Housing Economics

2:40 pm

Investing In Hotels and Hospitality: Is Travel and Tourism Going To Continue Growing?

Moderator

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

Panelists

Milton Segarra, President & CEO, Discover The Palm Beaches

Clifford Mendelson, Chief Executive Officer, Metropolis Capital Advisors

Adam Petrillo, Managing Director, Harbour Capital Partners

Salvatore Lupoli, CEO and Founder, Lupoli Companies

3:20 pm

Networking Refreshment Break

 

Thank You to our Sponsors

3:50 pm

Where are the Distressed Opportunities and Are They Starting To Pop Up?

Moderator

Frederick Bailey, Trustee & Chairman of Investment Committee, City of Savannah Employees Retirement Plan

Panelists

Michael A. Gunning, Trustee, CalSTRS

Baye Adofo-Wilson, Director, BAW Development

Jacqueline Campbell, Founder and CEO, Alexander Legacy Private Wealth Management

Bill O'Brien, Director, Investor Relations, PPR Capital Management

4:30 pm

Private & Public Companies Using Impactful Technologies To Support Sustainability Initiatives And Generate ROI For Impact Investors

Moderator

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

Panelists

Jim Hurd, Director, Hurd Family Office Green Science Exchange

Simon Littlewood, Director, The Li Family Office (SFO)

Michael Terpin, CEO, Transform Capital (SFO)

Ignacio Handal, Chief Executive Officer, Clinicom Healthcare Inc.

5:10 pm

KEYNOTE DISCUSSION: Year 6 of Capital UNTAPPED Continues! – In its 6th year of delivering Powerful Keynotes and Compelling Panels – The Capital Untapped!/Athletes Influence & Impact series profiles how Professional Athletes are using their Innovation, Investing and INFLUENCE Capital to drive Business and Impact Ventures, and how the Family Office, Private Wealth and Impact investor community can partner to elevate respective projects and accelerate Return on Investments.

Moderator

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

Panelists

Eric Reid, Jr., NFL, Pro Bowl Free Safety (2013), Consensus All-American LSU (2012), Social Justice/Equity/Impact - CEO/Founder/Investor - Automotive, Food Redistribution, Tech

Craig J Lewis, Founder/CEO of Gig Wage, European Professional Basketball, active Tech Investor, Thought Leader on the Future of Work and the Gig Economy

Shawn Springs, 13-year NFL/Pro-Bowl Defensive Back/CEO/Founder of WIndpact/TedX speaker/Ohio State Hall of Fame

Kevin Burnett II, 9-year NFL, active Real Estate Investor, HS School Coach, AI and HealthTech Entrepreneur, strategic partner of MedicalIP and the DeepCatch Technology

6:10 pm

Networking Cocktail Reception

 

Thank You to our Sponsors

8:00 am

Registration/Information Desk Opens

8:00 am

Continental Breakfast

 

Thank You to our Sponsors

9:05 am

Opening Remarks

9:10 am

Mezzanine Debt, Preferred Equity, Bridge Loans & Gap Capital

Moderator

Eric Dansky, Senior Investment Officer, Cooper Family Office (SFO)

Clark B. Briner, Founder & Principal, Revere Capital

Mary D'Souza, CIO, Misha Investments

Salman Khan, CEO & Managing Principal, Stabilis Capital Management

9:50 am

Analyzing Direct vs. Co-Investments vs. Commingled Funds

Moderator

David Eyzenberg, President, Eyzenberg & Company

Panelists

Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group Dubai (SFO)

Greg Babij, CIO, Sundial Wealth MFO

Brett Moore Jr., CAIA, Managing Director - Real Estate, Promus Holdings

10:40 am

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

Moderator

Joe McIntosh, Director, McIntosh Management LLC

Panelists

Drew Weinstein, Vice President, Investor Relations, Parkview Financial

Evan Doynow, Director, Pebb Capital

11:20 am

Investing In An Aging Population: Senior Housing and Healthcare Related Opportunities

Moderator

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

Panelists

Michael Hass, Founding Partner, Drive Development Partners

Frederick C Lane, Founder and CEO, Lane Generational

12:00 pm

New Real Estate Development Outlook: What & Where To Build In The Next Decade?

Moderator

Michael Greene, Managing Partner, Development Law Group

Panelists

Carol Pepper, Chief Executive Officer & Founder, Pepper International LLC (MFO)

Diego Manuel Gutierrez, Managing Member, Multigama (SFO)

Shane Hackett, Chief Strategy Officer, Co-Founder, Legion Capital

Salvatore Lupoli, CEO and Founder, Lupoli Companies

12:50 pm

Networking Luncheon

 

Thank You to our Sponsors

2:00 pm

Conference Concludes

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


Rate
Room $389
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