Real Estate Investors Summit West 2016

Conference Details
Agenda
Hotel Information
Registration Pricing

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 What does the market look like today for financing – availability, rates, terms, is there tightening or are things freeing up? Development Loans CMBS Loans Refinancing Purchase Loans Local Lending vs Regional Bank Lending vs National Bank Lending Structuring ideas for financing real estate & 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 Niche strategies Why the opportunity? Risks 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 Strategies Benefits of new and emerging funds Differences between new and emerging funds vs established funds Risk mitigation strategies for new and emerging funds Target investments and reasons Draw backs of new and emerging funds Where does a new and emerging fund fit in an investor’s portfolio? What percentage of assets should an investor consider investing into new and 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 Benefits of 1031 Exchanges (slide example if possible showing the tax benefits of re-investing Types of 1031 Exchanges Tenant In Common (TICs) Delaware Statutory Trusts (DSTs) Differences of TICs vs DSTs Benefits of TICs vs DSTs Downside of TICS vs DSTs The role of 1031 intermediaries What type of investments are good for 1031 exchanges & which are not? 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 What is real estate private equity and the differences among (i) PE Funds, (ii) REITs, and (iii) Direct Investing — Visibility, Timing, Control, Risk, etc. Regulations impacting real estate private equity — HVCRE, Risk Retention, FATCA Investment strategies for real estate private equity — yield, value-add, etc. What allocation should be afforded real estate private equity within a portfolio — Ultra High Net Worth, High Net Worth, etc. Type of private equity real estate opportunities — Senior Secured Debt, High Yield Debt (stretch/unitranche), Mezzanine, Preferred, Common (GP/LP) 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 What type of investments will family office consider? How is approaching or dealing with a family office different than dealing with an institutional investor or HNW individual? Importance of relationships Time period it takes for a family office to invest with you The importance of education for family offices on your strategy What type of returns do family offices look for? What type of structures do family offices consider? Investing trends in the family office space 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 Structural differences in funds v.s co investments vs. direct investments Structural differences between two investors or co investment vs a deal structured with a sponsor What are the different ways to structure a one off deal What to look for in a deal when it is being structured Alignment of interest Fees Promotes Waterfalls Examples of different type of structures for funds – co investment – public fund – private funds What makes an acceptable structure 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 Office Multi-Fam Single-Fam Retail Student housing Apartments Senior housing Industrial Trends differences between primary, secondary and tertiary markets Any new market trends coming up in real estate as to a certain asset type or idea coming from another country? 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 Direct Fund Fund of Funds REITS 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 What are pensions looking for? How do they determine their investment criteria? What role do the consultants play? What is the process? How family offices make investments? 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

The Ritz-Carlton, Laguna Niguel

1 Ritz Carlton Drive, Dana Point, CA, United States

Book Now

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

*Prices exclude taxes. Rates are exclusive of 10.095% plus $3 per night city assessment tax.

DoubleTree Suites Doheny Beach images

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.

Rooms are available only to those participants who are registered conference attendees.
The name on the form will be the name of the guest room.
Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
Rooms will not be guaranteed without a credit card.

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

Registration Pricing

	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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

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Topics Will Include
Highlights

Market Update and Forecast
Investment Styles and Strategies
Financing and Capital Sources
New & Emerging Funds
How to structure a deal
Private Equity
Investing with Family Offices
Market Trends
1031 Exchange
Getting allocations from Pensions

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

Who Should Attend

Pensions
Taft Hartley
Family Offices
Endowments
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

General Sponsors
Exhibitor Sponsor
Media Partners