Private Equity Real Estate Forum 2018

Napa Valley Marriott Hotel & Spa, Napa, CA
October 23, 2018

66 days left

In 2018, private equity real estate is a multi-trillion-dollar global fund industry and the reason commercial real estate is today considered a capital market instrument—the so-called “fourth asset class,” on a par with cash, fixed income and equity.

Even for finance, private equity real estate is a complicated, capital intensive and relationship oriented business. Our forum, Private Equity Real Estate, will explore both the role of private equity real estate—as well as the emergence of private real estate debt—as a Wall Street power. Like the asset class itself, the people participating onstage and in the audience are vibrant and outward-looking. Join us on October 23 in Napa Valley, California, and prove us right.

Current as of August 8, 2018

7:00am

Attendee Registration and Exhibitor Set-up

7:00am

Continental Breakfast

Sponsored by: 

8:30am

Economic Analysis and Market Outlook

In 2018, commercial real estate is a bona-fide capital market instrument. Find out how the asset class is navigating a polarizing political climate, de-regulation and global macroeconomic upheaval.

Moderator

Sandip Bhagat, Chief Investment Officer, Whittier Trust Company (MFO)

9:15am

Where are we in the Cycle?

  • Understanding the cycles
  • Where is there still value? How to invest when prices/values are back to pre-2008 levels.
  • How will rising interest rates affect values and timing?
Moderator

Matthew May, President, May Realty Advisors

10:00am

 Tax and Regulation: Constructing a Tax Efficient Strategies

  • Looking at new tax regulation
  • How do Conservation Easements come into play?
  • Tax Considerations for International exposure
  • Opportunity Zones
Moderator

DJ Van Keuren, VP of Family Office Capital, Hayman Family Office (SFO)

10:45am

Networking and Refreshment Break

Sponsored by:

11:00am

Private Debt and Real Estate Lending

Debt is the darling of institutional real estate investing, raising $6.2 billion the first half of 2018. But are investor and regional bias localizing capital to America?

Moderator

Doug Watler, Board Member & Trustee, Deerfield Beach Fire Pension

11:45am

Standalone Presentation

12:05pm

Standalone Presentation

12:25pm

Middle-Market Student Housing

Jide Famuagun, Chief Executive Officer, Alpha Capital Partners

12:45pm

Networking Luncheon

2:00pm

Manager Selection and Portfolio Diversification

As competition, cost—and investor demand—continue, choosing core, core-plus, opportunistic or value-added is a matter of both greater need and individual style.

Moderator

Peter Gerlings, CFA, CAIA, Senior Vice President, Implemented Investment Consulting, Segal Marco Advisors

Panelist

Terry Liebman, Managing Partner, Liebman Group

Panelists

Eric Newman CPA, CGMA, Treasury Manager, City of Stamford (Conn)

Panelists

TBA, Titan Development Corp.

2:45pm

Investing in Retail

Moderator

Christopher Nolte, President, Marcus investments (SFO)

3:30pm

A GP How-to on the Emerging Secondary Market

In 2008, financial distress motivated selling. Today, the secondary private equity real estate is a $60 billion market and strategic weapon for improved exposure, including direct investing in a single asset.

Panelist

TBA, Titan Development Corp.

4:15pm

Networking and Refreshment Break

Sponsored by:

4:30pm

Direct vs. Co-Investment vs Commingled Funds: Evaluating the correct structure for the deal flow and value.

Moderator

Ron Diamond, CEO, Diamond Wealth Strategies

Panelists

Marty Dirks, Trustee, Federated Retirement System for the City of San José

5:15pm

LP Investment Roundtable

Led by a group LP Investment real estate professionals, our interactive roundtable session will discuss how to gain exposure and co-investment deal access.

Moderator

Robert Grden, Executive Director, Wayne County Employees Retirement System

Panelists

David McConico, Chairman, City of Aurora (CO) General Employees' Retirement Board

6:00pm

Cocktail Reception

Sponsored by:

1star
Napa Valley Marriott Hotel & Spa
Napa Valley Marriott Hotel & Spa, Solano Avenue, Napa, CA, USA
707.253.8600

Single $299
Double/Double $299
*Rates are subject to applicable state and local taxes (currently 14.195%) in effect at the time of check in
  • 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.

Registration Pricing

Earlybird Rate I
(exp Aug 15)
Earlybird Rate II
(exp Sept 15)
Standard Rate
Fund Manager/Service Providers $1,695 $1,995 $2,195
End Investors* (must be allocators to 3rd party funds) ---- ---- Complimentary*

*Registrations are subject to Opal Group’s verification and approval.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • Private equity real estate performance—including core, core-plus, opportunistic and value-added
  • Deal flow by commercial property type, i.e., industrial, multifamily, office space, retail
  • Sourcing debt, leaseback and private equity capital for commercial real estate investment and development
  • The rise of private real estate debt
  • Fundraising and deal structuring
  • The impact of ‘Trumponomics’ on commercial real estate investment
  • A retrospective on the 2008 real estate bubble and Global Financial Crisis
  • Public pension
  • Corporate pension
  • Endowment and foundation
  • Non-discretionary investment consultant
  • Law firm
  • Private equity real estate manager
  • Private REIT
  • Fee-only investment advisor
  • Private placement agent
  • Software vendor specializing in commercial real estate