Ritz Carlton, Dana Point, CA
December 4, 2016 - December 6, 2016
Opal Group’s Inaugural Real Estate Investors Summit West will analyze the opportunities in the current real estate market. Our Real Estate event in Miami this past March was a great success, with some of the top industry leaders in attendance. This Real Estate Investors Summit West will focus on the latest developments in the marketplace and explore new deal making strategies.
The event is exclusively for real estate professionals, private investors, family offices, pension funds and other institutional investors. It will provide multiple networking opportunities along with an educational platform.
10:00am - 4:00pm |
Exhibitor Setup |
4:00pm |
Registration Opens |
6:30pm - 7:30pm |
Welcome Cocktail Reception Sponsored by: Direct Lending Investments |
7:00am |
Continental Breakfast Sponsored by: TerraCap Management, LLC |
General Session |
|
8:00am - 8:15am |
Opening Remarks David Dlugolenski Jr., Director - Private Equity, The Strategic Group of Companies |
8:15am - 9:15am |
Market Update and Forecast
Moderator
Cory Williams, Senior Vice President, SDI Realty Group
Panelist
Matthew M. May, President, May Realty Advisors
Panelist
Talia Zapolanski, CFA, Executive Vice President, Capital Markets, Thor Equities
Panelist
Daniel Oschin, Chief Operating Officer, Shopoff Realty Investments
Panelist
John Agenbroad, Chairman, Inter-Local Pension Fund |
9:15am-10:15am |
Investment Styles & Strategies
Moderator
Robert Grden, Executive Director, Wayne County Employees' Retirement System
Panelist
Doug O’Donnell, CEO, The O’Donnell Group
Panelist
Steve Hagenbuckle, Founder, Managing Partner, TerraCap Management, LLC
Panelist
Kevin Bergman, Managing Member, Olympus Ventures, LLC
Panelist
Michael Abraham, Director, Indemnity First |
10:15am -10:45am |
Refreshment Break |
10:45am-11:45am |
Financing Real Estate and Real Estate Development
Moderator
Michael Fleischer, Senior Vice President, Related Fund Management
Panelist
Jason Choloukas, Executive Vice President, Bank of the Ozarks
Panelist
Eric Kraft, Director, Cantor Commerical Real Estate
Panelist
Dan Borland, SVP, Wells Fargo
Panelist
Robert Friedman, Principal, Lanesborough Partners |
11:45am -12:45pm |
Investment Opportunities
Moderator
Christina Conners, Family Office Executive, Greenway Family Office
Panelist
Cory Johnson, Managing Director, Pender Capital
Panelist
David Madrid, Managing Director, Madrid Group
Panelist
Stanley Krol, Trustee, American Land Trust (MFO)
Panelist
Guy Maisnik, Partner, Jeffer Mangels Butler & Mitchell, LLP
Panelist
Henry Manoucheri, CEO, Universe Holdings |
12:45pm - 2:15pm |
Networking Luncheon Sponsored by: Cortland Capital Market Services LLC |
2:15pm - 3:15pm |
New & Emerging Funds
Moderator
Adi Divgi, President & CIO, EA Global LLC
Panelist
Shawn Quinn, Vice President, Wilshire Private Markets
Panelist
Jon Haahr, Founder & Senior Managing Principal, Silver Portal Capital, LLC
Panelist
Greg Myers, Managing Director, Cortland Capital Market Services LLC
Panelist
Frank Marro, CEO, Drever Capital Management |
3:15pm - 4:00pm |
1031 Exchange
Moderator
Jean-Louis Guinchard, Senior Managing Principal, Silver Portal Capital, LLC
Panelist
Thomas J. Haug, Founder & Managing Member, Aspen Tree, LLC
Panelist
Bryan Mick, President, Mick|Law P.C. LLO
Panelist
Sean O’Shea, Managing Director, The O'Shea Net Lease Advisory of BRC Advisors |
4:00pm - 5:00pm |
Real Estate Private equity
Moderator
Sean Deson, Principal, Deson & Co.
Panelist
David Dlugolenski Jr., Director - Private Equity, The Strategic Group of Companies
Panelist
Traci J. Dalsin, President, SARA Investment Real Estate
Panelist
Jay Rollins, Principal, JCR Capital
Panelist
Jon Lotter, Managing Partner, Appian Capital |
5:00pm - 6:00pm |
Investing with Family Offices
Moderator
Brandon Laughren, Chief Investment Officer, The Laughren Group
Panelist
Paul Kang, President/CIO, Member of the Investment Committee, AltaCap
Panelist
DJ Van Keuren, Director – Family Office Capital, Arsenault Family Office
Panelist
Randy C. Norton, CCIM, REIA, Managing Partner, Head of Real Estate Investments, Green Mesa Capital, LLC
Panelist
JD Morris, Managing Director, Pierce Capital Partners (MFO) |
6:00pm - 7:15pm |
Cocktail Reception Sponsored by: SARA Investment Real Estate |
7:00am |
Continental Breakfast |
8:30am - 8:30am |
US-Mexico Relations in the Trump Era: What Can We Expect?
Keynote Speaker
Pamela K. Starr, Senior Advisor, ManattJones Global Strategies |
8:30am - 8:45am |
Networking in Exhibit Hall |
General Session |
|
8:45am - 9:30am |
Structuring a deal
Moderator
David Eyzenberg, Founder & Managing Partner, Eyzenberg & Company
Panelist
Sandeep Pathak, Managing Director, Ackman-Ziff Real Estate Group, LLC
Panelist
Daniel Edrei, Managing Director/Partner, Anika Equities, LLC
Panelist
Michael Adler, President, Adler Realty Investments, Inc. |
9:30am - 10:15am |
Market Trends for 2017
Moderator
Robert E. Lee, MBA, CCIM, Advisory Board Member, Harlow Family Office
Panelist
Derrick B. Grüner, Esq., Executive Vice President & General Counsel, Strategic Diversified Management Inc.
Panelist
Max Sharkansky, Managing Partner, Trion Properties
Panelist
James McGrade President, Healthcare Property Advisors |
10:15am-11:15am |
Best ways of Investing in Real Estate
Moderator
Sasha Bernier, Senior Investment Analyst/Vice-President, Cheltenham Investments (SFO)
Panelist
Matthew Burk, CEO, Fairway America
Panelist
Meredith Despins, Senior Vice President, Investment Affairs & Investor Education, National Association of Real Estate Investment Trusts (NAREIT)
Panelist
Randy Norton, Managing Partner, Head of Real Estate & Alternative Investments, Green Mesa Capital, LLC
Panelist
Randy Williams, Founder, Keiretsu Capital |
11:15am-12:00pm |
Getting Allocations from Pensions & other Institutional Investors
Moderator
David McConico, Vice-chairman, Trustee, City of Aurora (CO) General Employees' Retirement Plan
Panelist
Leandro A. Festino, Managing Principal, Meketa Investment Group, Inc.
Panelist
Michael Sury, Chairman, INDORUS Holdings LLP (SFO) |
12:00pm |
Conference Concludes |
12:30pm |
GOLF OUTING |
DoubleTree Suites Doheny Beach 34402 Pacific Coast Highway Dana Point, CA 92629 |
|
Standard Suite | $199 |
Laguna Cliffs Resort & Spa 25135 Park Lantern Dana Point, CA 92629 phone: (949) 661-5000 |
SOLD OUT |
The Ritz-Carlton, Laguna Niguel One Ritz-Carlton Drive Dana Point, CA 92629 phone: (949) 240-2000 |
SOLD OUT |
Opal Group has secured overflow accommodations for attendees at the Ritz-Carlton, Laguna Niguel, Laguna Cliffs Resort & Spa and DoubleTree Suites. Continuous shuttle service will be provided between the hotels.
TRAVEL INFORMATION:
Opal Group is happy to provide our attendees with a special rate for car service to/from the airport. Best Worldwide Chauffeured Transportation has 24 hour service available. Opal Group’s special group rates include complimentary luggage assistance to and from the hotel. Please fill out this form and send back to the email address on the form. Flight information must be provided when reserving your transportation.
Don’t forget to mention Opal Group to receive the preferred group rate.
Best Worldwide Chauffeured Transportation
Website: http://www.bestchauffeured.com/
Email: groups@bestchauffeured.com
Telephone: 714.375.9128
SNA- John Wayne/Orange County Airport
Travel Time = 21 miles / 30 minutes
LGB-Long BeachAirport
Travel time = 41 miles / 1 hour
LAX- Los Angeles National Airport
Travel Time = 65 miles / 1 hour, 15 minutes
Standard Rate | |
---|---|
Asset Managers | $2,695 |
Service Providers | $3,295 |
***End Investors | Complimentary* |
*** Institutional End-Investors include: family offices, pensions, endowments and foundations; organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.
*Subject to Opal Group's approval. Eligibility will be verified.
The GAFM Global Academy of Finance & Management™ is the world’s fastest growing professional society with approximately 50,000 members in over 150 countries hosting and accrediting certification training worldwide and offering exclusive board certified designations to candidates who meet the highest professional standards and assessment criteria.
The GAFM will grant full annual CE (7.5 Credits for 1 day, 15 Credits for 2 days) for those who attend this conference.
• CWM™ Chartered Wealth Manger®
• MFP™ Master Financial Planner®
• AFA™ Accredited Financial Analyst®
• CTEP™ Chartered Trust and Estate Planner®
• CITA™ Certified International Tax Analyst™
All certification courses available directly online from an accredited law school program