Private Equity Real Estate Forum 2018

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

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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


Exhibit Set-Up/Registration/Information Desk Opens

All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges.


Continental Breakfast

Sponsored by
Wilkinson Family of Companies


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.


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


Gwen Collins, Managing General Partner, Alpha Governance Partners LLC

Anne Brensley, JD, CEO, BFT-Capital

John Troughton, Vice President, Brokerage, Kennedy Wilson


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?

Matthew May, President, May Realty Advisors


Shawn Quinn, Vice President, Wilshire Private Markets

Drew Dolan, Fund Co-Manager and President, Titan Fund Management


 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

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


Mike Fields, COO, The Strategic Group of Companies

Bill Rohrer, Partner, Duane Morris LLP

Drew Butler, Managing Principal, Butler Global Partners


Networking Refreshment Break


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?


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


Douglas Lyons, Managing Principal, Pearlmark Real Estate

Garret Bjorkman, VP of Portfolio Oversight, CIM Group

Austin Head-Jones, Manager Research Consultant - Investment Manager Research, RVK, Inc.


Beyond Business, Building Stronger Communities Together

Lonnie Gienger, CEO, Wilkinson Family of Companies


Opportunity Zones: Tax Incentives & Empowering Communities

Jide Famuagun, Chief Executive Officer, Alpha Capital Partners


Networking Luncheon


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.


Lily Cavanagh, Treasurer, Redford Township Police & Firemens Retirement System


Kurt Vroman, Board Trustee/Secretary, Deltona Firefighters Pension Plan

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

Carol Pepper, CEO & Founder, Pepper International LLC (MFO)

Matt Smock, Principal, Zenith Development


Investing in Retail


Christopher Nolte, President, Marcus investments (SFO)


Tim Blair, Partner, Shannon Waltchack, LLC

David Rabin, Head of Private Real Estate, CenterSquare Investment Management LLC


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.


Mark Flaherty, Board Member, Mt Lebanon Pension Board


Coe Schlicher, Fund Manager and CFO, Titan Fund Management

Robert Lee, Principal, The Beverly Park Group (MFO)


Networking Refreshment Break

Sponsored by
Alpha Capital Partners


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


Ron Diamond, CEO, Diamond Wealth Strategies


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

Alan Bear, Managing Director, Capital Markets, Veritas Investments


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.

  • What types of real estate strategies are the most compelling right now?
  • Are private equity opportunities more attractive than debt opportunities?
  • Are alternative property types more attractive from a risk/return perspective?
  • How do investor gain exposure to private equity real estate?
  • How do investor gain co-investment deal access?

Robert Grden, Executive Director, Wayne County Employees Retirement System


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

Dan Farrell, Chairman & CEO, Privos Capital (MFO)

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)


Networking Cocktail Reception

Napa Valley Marriott Hotel & Spa" data-x="38.3230041" data-y="-122.31182949999999">
Napa Valley Marriott Hotel & Spa
Napa Valley Marriott Hotel & Spa, Solano Avenue, Napa, CA, USA

Rooms Rates
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
  • 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