Real Estate Investment Summit 2020

Start:
Oct 5, 2020, 7:00 AM
End:
Oct 6, 2020, 5:15 PM
Venue:
Hilton West Palm Beach

About Real Estate Investment Summit 2020

From finding and researching a commercial real estate asset, to negotiating its price and raising capital, to operating in accordance with a business plan, to selling the asset and distributing the revenue, each step is critical to the success of the overall picture and each participant is owed a specific fee.

Opal Group’s 2020 Real Estate Investment Summit is centered on the “fourth asset class,” commercial real estate—today a capital market instrument as much as the stock or bond
market. Our program agenda will explore the roles of public and private real estate, as well as equity and debt.

Like the asset class itself, the people attending and participating in the Real Estate Investment Forum are vibrant and outward-looking.

On March 29th, Opal Group will host a pre-event networking activity for registered participants. Held in conjunction with attendees from Opal Exchange and the Impact Investing Forum, we will host a networking brunch at the International Polo Club Palm Beach. Come and enjoy the U.S. Open Polo Championship. Considered to be the most prestigious polo tournament in the world, indulge in fabulous cuisine, exquisite fashion, and mingle with world-class celebrities.

Speakers

Gabriel España
Principal Investment Officer & Head of Real Estate, International Finance Corporation
Robert Lee
Principal, The Beverly Park Group (SFO)
Eric Silverman
Founder and Managing Director, Eastham Capital
Benjamin Macfarland
CEO, SROA Capital
Alfonso Costa Jr
Deputy Chief of Staff, U.S. Department of Housing and Urban Development (HUD)
Lonnie Gienger
CEO, Wilkinson Family of Companies
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Sgt. Matthew Eversmann
Hero of BlackHawk Down and The Battle of Mogadishu
Paul Rabinovitch
Sean Morris
Managing Director, Partner & Co-Investor Relations, CIM Group
Lisa Woods
Managing Director, KPMG LLP
Barry Gurland
Principal, DB Family Offices Services LLC (MFO)
Lauren Richter
Head of Real Estate, Global RE Group, LLC (SFO)
John Bielefeldt
Partner, Crown Capital Group
Brandon Laughren
Chief Investment Officer, The Laughren Group (SFO)
Michael Greene
Managing Partner, Development Group
Guy Pinkman
Advisory Committee / Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System
David Robb
Managing Director, Frontier Group (SFO)
Michael Brennan
Executive Director, James A. Graaskamp Center for Real Estate, University of Wisconsin-Madison , Chairman, Brennan Investment
Larry Kosmont
Chairman & Chief Executive Officer, Kosmont Companies
Daniel Hughes
Founder/Co-creator of Athletes Influence , Partner, LOHAS Advisors
Alexandra Cook
CPA, CGMA, CFF, AAIA, Managing Director, Sunburst Enterprises, LLC (SFO)
Stuart Caplan
Chief Investment Officer, Partner, Apex Financial Advisors (MFO)
Kamil Homsi
Founder/CEO, GRC Investments Group (Dubai) (SFO)
DJ Van Keuren
Vice President, Monfort Companies (SFO)
Thomas Haug
CEO, Managing Member, Aspen Tree Advisory
Elliot Shirwo
Founder and Principal, BridgeCore Capital, Inc.
Ian Selig
Manager Investor Relations, Safehold
Jack McCabe
CEO, McCabe Research & Consulting
Josh Roach
Managing Partner and Family Principal, Lloyd Capital Partners
Robert Lazaroff
Vice President , The Michelson Organization
Nate Kline
Chief Investment Officer, One Wall Partners
Jeffrey Pintar
Principal, Pintar Investment Company, LLC
Bill Rohrer
Partner, Duane Morris LLP
Patrick Dempsey
Founder, Board Member, The Dempsey Center
Craig Robbins
Director of Investments, Children’s Hospital of Minnesota
Paul Sygrove
Chief Investment Officer, Swig Equities, LLC (SFO)
Lou Frost
Managing Director, Co-Head of Real Estate Investment Banking, Oberon Securitie
Derrick McGavic
Managing Principal, Newport Capital Partners
Eric Newman
Treasury Manager City of Stamford
Carlos Imery
Director, IG3
J. Roger Yates P.E
CEO, Yates Group USA, LLC (SFO)
Skip Cooper
Managing Director, Cooper Family Office (SFO)
Sanjay Bhatia
Chairman, Quantum Spirit (SFO)
Sasha Bernier
Senior VP/Investment Committee, Cheltenham Investments (SFO)
Wendy Craft
Chief of Staff, Fulcrum Equities, LLC (SFO)
Will Buividas
Chairman, Arizona Public Safety Personnel Retirement System (PSPRS)
Henry Wilson
MPA, Vice Chairman, Wayne County Employees' Retirement System
Michael Sommers
Senior Vice President, Grand Peaks Properties
Sean Davatgar
Principal, Dava Capital (SFO)
Scott Robinson
Managing Director, Oberon Securities, Clinical Assistant Professor Program Coordinator, Finance & Investment Director, REIT Center NYU, Schack Institute of Real Estate
James Solomon
Principal, Ravinia Capital Group (SFO)
Larry Mahle
Trustee, City of Atlanta Firefighter's Pension Fund
Barry Wolfe
Senior Managing Director Investments, Senior Director, National Retail Group, Marcus & Millichap
Ryan Severino
Chief Economist, JLL

Sponsors

CATALYZE
CIM
CRESSET PARTNERS
The Micheison Organization
Safehold
SROA Capital

Partners

ALPHA JOURNAL
INTEGRIDATA BUSINESS & TECHNOLOGY SOLUTIONS
FAMILY OFFICE NETWORKS
SAVVY INVESTOR
Elemental
SMP
Top Market Group
EmergingMarkets.me
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GlobalRisk Community
SeniorCare Investor

Agenda

Monday, March 30, 2020

7:00am Exhibit Hall Set-Up
7:30am Registration/Information Desk Opens
7:30am Continental Breakfast
8:45am WELCOMING REMARKS
James Solomon, Principal, Ravinia Capital Group (SFO)
9:00am Commercial Real Estate Market Outlook
ModeratorLarry Mahle, Trustee, City of Atlanta Firefighter's Pension Fund
PanelistsBarry Wolfe, Senior Managing Director Investments, Senior Director, National Retail Group, Marcus & Millichap
Ryan Severino, CFA, Chief Economist, Adjunct Professor, JLL, Columbia University and NYU
Gabriel España, Principal Investment Officer & Head of Real Estate, International Finance Corporation
9:45am Value-Add and Opportunistic vs. Core and Core Plus Investments
ModeratorRobert Lee, Principal, The Beverly Park Group (SFO)
PanelistsEric Silverman, Founder and Managing Director, Eastham Capital
Benjamin Macfarland, CEO, SROA Capital
TBA, Blue Arch Capital
10:30am KEYNOTE PRESENTATION
Alfonso Costa Jr., Deputy Chief of Staff, U.S. Department of Housing and Urban Development (HUD)
11:00am Networking Refreshment Break
11:20am STANDALONE
11:40am STANDALONE
12:00pm STANDALONE
12:20pm Lonnie Gienger, CEO, Wilkinson Family of Companies
12:40pm KEYNOTE PRESENTATION
Sgt. Matthew Eversmann, Hero of BlackHawk Down and The Battle of Mogadishu
1:00pm Networking Luncheon
2:15pm Opportunity Zones, Tax Reforms, CRA Investing – Hot Sectors
ModeratorPaul Rabinovitch, Principal of Real Estate, New Island Capital( SFO)
PanelistsSean Morris, Managing Director, Partner & Co-Investor Relations, CIM Group
Lisa Woods, Managing Director, KPMG LLP
TBA, Redbrick LMD, LLC
TBA, Cresset Partners
3:00pm Investing in the Hotel and Hospitality Sector
ModeratorBarry Gurland, Principal, DB Family Offices Services LLC (MFO)
PanelistsLauren Richter, Head of Real Estate, Global RE Group, LLC (SFO)
John Bielefeldt, Partner, Crown Capital Group
3:45pm Networking Refreshment Break
4:00pm Student Housing & Attainable Housing Investment Opportunities
ModeratorBrandon Laughren, Chief Investment Officer, The Laughren Group (SFO)
PanelistsMichael Greene, Managing Partner, Development Group
4:45pm What is in the Secret Sauce? Sourcing Opportunities & Due Diligence in Today’s Real Estate Market
ModeratorGuy Pinkman, Advisory Committee / Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System
PanelistsDavid Robb, Managing Director, Frontier Group (SFO)
Michael Brennan, Executive Director, James A. Graaskamp Center for Real Estate, University of Wisconsin-Madison, Chairman, Brennan Investment
Larry Kosmont, Chairman & Chief Executive Officer, Kosmont Companies
5:30pm KEYNOTE PANEL SESSION
ModeratorDaniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors
6:15pm Cocktail Reception
Tuesday, March 31, 2020

8:00am Registration/Information Desk Opens
8:00am Hospitality Lounge Open
8:00am Continental Breakfast
9:00am OPENING REMARKS
9:15am Analyzing Direct vs. Co-Investment vs. Commingled Funds
ModeratorAlexandra Cook, CPA, CGMA, CFF, AAIA, Managing Director, Sunburst Enterprises, LLC (SFO)
PanelistsStuart Caplan, Chief Investment Officer, Partner, Apex Financial Advisors (MFO)
Kamil Homsi, Founder/CEO, GRC Investments Group (Dubai) (SFO)
DJ Van Keuren, Vice President, Monfort Companies (SFO)
10:00am Real Estate Debt and Alternative Financing Strategies
ModeratorThomas Haug, CEO, Managing Member, Aspen Tree Advisory
PanelistsElliot Shirwo, Founder and Principal, BridgeCore Capital, Inc.
Ian Selig, Manager Investor Relations, Safehold
10:45am Networking Refreshment Break
11:00am Analyzing the Residential Markets: Multi-Family vs. Single Family
ModeratorJack McCabe, CEO, McCabe Research & Consulting
PanelistsJosh Roach, Managing Partner and Family Principal, Lloyd Capital Partners
Robert Lazaroff, Vice President , The Michelson Organization
Nate Kline, Chief Investment Officer, One Wall Partners
11:45am STANDALONE
Jeffrey Pintar, Principal, Pintar Investment Company, LLC
12:05pm STANDALONE
Bill Rohrer, Partner, Duane Morris LLP
12:25pm KEYNOTE PRESENTATION
Patrick Dempsey, Founder, Board Member, The Dempsey Center
1:00pm Networking Luncheon
2:15pm New Developments in the Office and Industrial Real Estate Strategies
ModeratorCraig Robbins, Director of Investments, Children’s Hospital of Minnesota
PanelistsPaul Sygrove, Chief Investment Officer, Swig Equities, LLC (SFO)
Lou Frost, Managing Director, Co-Head of Real Estate Investment Banking, Oberon Securities
Derrick McGavic, Managing Principal, Newport Capital Partners
3:00pm Managing Risk in Anticipation of a Market Downturn
ModeratorEric Newman, CPA, CGMA, Treasury Manager, City of Stamford (Conn)
PanelistsCarlos Imery, Director, IG3
J. Roger Yates P.E., CEO, Yates Group USA, LLC (SFO)
3:45pm Technology, Security, & Intelligence Influence in Real Estate
ModeratorSkip Cooper, Managing Director, Cooper Family Office (SFO)
PanelistsSanjay Bhatia, Chairman, Quantum Spirit (SFO)
Michael Sommers, Senior Vice President, Grand Peaks Properties
Sean Davatgar, Principal, Dava Capital (SFO)
Sasha Bernier, Senior VP/Investment Committee, Cheltenham Investments (SFO)
4:30pm LP Allocator Roundtable: Where are Investors Headed
ModeratorWendy Craft, Chief of Staff, Fulcrum Equities, LLC (SFO)
PanelistsWill Buividas, Chairman, Arizona Public Safety Personnel Retirement System (PSPRS)
Henry Wilson, MPA, Vice Chairman, Wayne County Employees' Retirement System
5:15pm Cocktail Reception