Real Estate Investors Summit West 2016

Ritz Carlton, Dana Point, CA
December 4, 2016 - December 6, 2016

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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.

Agenda current as of

10:00am - 4:00pm

Exhibitor Setup


Registration Opens

6:30pm - 7:30pm

Welcome Cocktail Reception

Sponsored by:

Direct Lending Investments


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


Cory Williams, Senior Vice President, SDI Realty Group


Matthew M. May, President, May Realty Advisors


Talia Zapolanski, CFA, Executive Vice President, Capital Markets, Thor Equities


Daniel Oschin, Chief Operating Officer, Shopoff Realty Investments


John Agenbroad, Chairman, Inter-Local Pension Fund


Investment Styles & Strategies


Robert Grden, Executive Director, Wayne County Employees' Retirement System


Doug O’Donnell, CEO, The O’Donnell Group


Steve Hagenbuckle, Founder, Managing Partner, TerraCap Management, LLC


Kevin Bergman, Managing Member, Olympus Ventures, LLC


Michael Abraham, Director, Indemnity First

10:15am -10:45am

Refreshment Break


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

Michael Fleischer, Senior Vice President, Related Fund Management


Jason Choloukas, Executive Vice President, Bank of the Ozarks


Eric Kraft, Director, Cantor Commerical Real Estate


Dan Borland, SVP, Wells Fargo


Robert Friedman, Principal, Lanesborough Partners

11:45am -12:45pm

Investment Opportunities

  • Niche strategies
  • Why the opportunity?
  • Risks

Christina Conners, Family Office Executive, Greenway Family Office


Cory Johnson, Managing Director, Pender Capital


David Madrid, Managing Director, Madrid Group


Stanley Krol, Trustee, American Land Trust (MFO)


Guy Maisnik, Partner, Jeffer Mangels Butler & Mitchell, LLP


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?

Adi Divgi, President & CIO, EA Global LLC


Shawn Quinn, Vice President, Wilshire Private Markets


Jon Haahr, Founder & Senior Managing Principal, Silver Portal Capital, LLC


Greg Myers, Managing Director, Cortland Capital Market Services LLC


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?

Jean-Louis Guinchard, Senior Managing Principal, Silver Portal Capital, LLC


Thomas J. Haug, Founder & Managing Member, Aspen Tree, LLC


Bryan Mick, President, Mick|Law P.C. LLO


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)

Sean Deson, Principal, Deson & Co.


David Dlugolenski Jr., Director - Private Equity, The Strategic Group of Companies


Traci J. Dalsin, President, SARA Investment Real Estate


Jay Rollins, Principal, JCR Capital


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

Brandon Laughren, Chief Investment Officer, The Laughren Group


Paul Kang, President/CIO, Member of the Investment Committee, AltaCap


DJ Van Keuren, Director – Family Office Capital, Arsenault Family Office


Randy C. Norton, CCIM, REIA, Managing Partner, Head of Real Estate Investments, Green Mesa Capital, LLC


JD Morris, Managing Director, Pierce Capital Partners (MFO)

6:00pm - 7:15pm

Cocktail Reception

Sponsored by:

SARA Investment Real Estate


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

David Eyzenberg, Founder & Managing Partner, Eyzenberg & Company


Sandeep Pathak, Managing Director, Ackman-Ziff Real Estate Group, LLC


Daniel Edrei, Managing Director/Partner, Anika Equities, LLC


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?

Robert E. Lee, MBA, CCIM, Advisory Board Member, Harlow Family Office


Derrick B. Grüner, Esq., Executive Vice President & General Counsel, Strategic Diversified Management Inc.


Max Sharkansky, Managing Partner, Trion Properties


James McGrade President, Healthcare Property Advisors


Best ways of Investing in Real Estate

  • Direct
  • Fund
  • Fund of Funds

Sasha Bernier, Senior Investment Analyst/Vice-President, Cheltenham Investments (SFO)


Matthew Burk, CEO, Fairway America


Meredith Despins, Senior Vice President, Investment Affairs & Investor Education, National Association of Real Estate Investment Trusts (NAREIT)


Randy Norton, Managing Partner, Head of Real Estate & Alternative Investments, Green Mesa Capital, LLC


Randy Williams, Founder, Keiretsu Capital


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?

David McConico, Vice-chairman, Trustee, City of Aurora (CO) General Employees' Retirement Plan


Leandro A. Festino, Managing Principal, Meketa Investment Group, Inc.


Michael Sury, Chairman, INDORUS Holdings LLP (SFO)


Conference Concludes



The Ritz-Carlton, Laguna Niguel
1 Ritz Carlton Drive, Dana Point, CA, United States

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
The Ritz-Carlton, Laguna Niguel
One Ritz-Carlton Drive Dana Point, CA 92629 phone: (949) 240-2000
*Prices exclude taxes. Rates are exclusive of 10.095% plus $3 per night city assessment tax.
DoubleTree Suites by Hilton Doheny Beach - Dana Point - Moquila Dining    DoubleTree Suites by Hilton Doheny Beach - Dana Point - Sunset Deck    DoubleTree Suites by Hilton Doheny Beach - Dana Point - Pool    DoubleTree Suites by Hilton Doheny Beach - Dana Point - Tempo Meeting Room Foyer    DoubleTree Suites by Hilton Doheny Beach - Dana Point - Meeting Room
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.


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



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
  • 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

  • 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