• Matt Salem
  • Dean Adler
  • Francis Greenburger
  • Kim Hourihan
  • Clarke Hitch
  • Mark E. Hertz
  • Alan Todd
  • Diann Hsueh
  • Adam Simon
  • Yorick Starr
  • Abbe Borok
  • Michael Eglit
  • Sidd Shrivastava
  • Sean Bannon
  • Anthony Giordano, Jr.
  • Eric Newman
  • Paul Capurso
  • Eric Juster
  • Sara Queen
  • Shaunak Tanna
  • Nitin Jagga
  • John Randall
  • Steven Gordon
  • Philip J. McAndrews, Jr.
  • Paul Fried
  • Robert Deckey
  • Kelly Souza
  • Alex Schaefer
  • Susan Morth
  • Katie Cappola
  • Curtis Probst
  • Aundre Oldacre
  • Diego Hodara
  • Remy Raisner
  • Nicholas Baccile
  • Frederick N. Cooper
  • Michael R. Negari
  • Craig Deitelzweig
  • Stephen A Woodard
  • Stephen R. Quazzo
  • Peter C. Lewis
  • Thomas J. Henry
  • Bonnie Neuman
  • Mansoor Ghori
  • Nicholas Hoffman
  • David Moss
  • Ronald Kaplan
  • Daniel Berman
  • Matt Ellis
  • Frank Manahan
  • Daniel Berman
  • James Fogarty
  • Andrew Charles
  • Trond Rokholt
  • Leo Jacobs
  • Randy Hoff
  • Ailey Roberts
  • Elana Lipchak
  • Leslie Moore
  • Shila Wattamwar
  • Amy Johannes
  • Susan Neuberg
  • Patrick Keeley
  • Becky James
  • Scott Darby
  • Jill Watson

Speaker Profiles

Matt Salem

Partner, Head of Real Estate Credit, KKR

Matt Salem (New York) joined KKR in 2015 and is a Partner and Head of Real Estate Credit. He also serves as Chief Executive Officer and director on the Board of KKR Real Estate Finance Trust Inc (NYSE: KREF) and Vice Chairman of KKR Real Estate Select Trust Inc. (KREST). Mr. Salem sits on KKR's Real Estate Investment Committees. Prior to joining KKR, Mr. Salem was a managing director at Rialto Capital Management. Before joining Rialto in 2012, he was a managing director and head of CMBS trading at Goldman Sachs. Before joining Goldman Sachs in 2006, Mr. Salem held positions at Morgan Stanley and Citigroup Alternative Investments where he invested in mezzanine debt and other high yield CRE credit on behalf of the Travelers Insurance Companies. He began his career in 1996 at Midland Loan Services in Kansas City. Mr. Salem has a B.A. in Economics from Bates College. He has served on the Board of Governors of the Commercial Real Estate Finance Council and as Chair of the B-Piece Buyer Forum.

Dean Adler

Co-Founder & CEO, Lubert-Adler

Dean Adler is CEO and Founder of Lubert-Adler Partner, L.P., a real estate equity firm with over $7 billion in equity and $17 billion of assets under management. He serves as head of the investment committee and is responsible for leading the strategic direction of the firm.
Adler began his career at Ernst & Young, Baker and Hostetler and CMS. He is an Executive Committee Member and Research Sponsor for the Zell/Lurie Real Estate Center of The Wharton School. He has been a keynote speaker for national real estate organizations such as the Urban Land Institute and the International Council of Shopping Centers. Adler has served on numerous community boards and has served on the City of Philadelphia’s Economic Development Summit.
Prior to founding Lubert-Adler, Adler graduated magna cum laude from the Wharton School of the University of Pennsylvania. He holds a J.D. degree with honors from the University of Pennsylvania Law School and was an instructor at the Wharton School.

Francis Greenburger

Chairman & CEO, Time Equities

Francis Greenburger is an American real estate developer, literary agent, author, art collector, philanthropist, and founder of Time Equities Inc., Art Omi, Inc., and the Greenburger Center for Social & Criminal Justice. Francis Greenburger is the Founder, Chairman, and Chief Executive Officer of Time Equities Inc. Founded in 1966, Time Equities Inc. (TEI) has been in the real estate investment, development, and asset & property management business for more than 50 years. He is also the Chairman of Sanford J. Greenburger Associates (SJGA), a literary agency founded by his father in 1932. He is the Founder and Chairman of Art Omi and Art Omi Pavilions, a sculpture and architecture park, unique museum complex, and arts center founded in 1992, which also provides residencies for visual artists, writers, dancers, musicians, and architects from all over the world. Most recently, Mr. Greenburger founded the Greenburger Center for Social and Criminal Justice in 2014, which advocates for reforms to the criminal justice and mental health systems. He also serves on the board of several not for profit organizations and is an active donor to over 300 charitable organizations. Mr. Greenburger graduated from Baruch College in 1974 with a degree in Public Administration. He is an avid tennis player and traveler. He resides in Manhattan with his wife, Isabelle Autones, and is the proud father of four children: Morgan, Noah, Julia, and Claire.

Kim Hourihan

Chief Investment Officer, CBRE Real Estate Investment

Kim Hourihan is Chief Investment Officer for CBRE Real Estate Investments (“REI”). In this role, she is responsible for the overall investment strategy for REI, including investing CBRE capital into CBRE Investment Management investment programs and Trammell Crow Company development deals.

Kim previously served as CIO – Americas Direct Real Estate Strategies for CBRE Investment Management and Portfolio Manager for one of the firm’s comingled funds. As CIO, Kim was responsible for the product strategy of the Americas. As Portfolio Manager, she was responsible for all aspects of the fund, including strategy, acquisitions, disposition and fund management. She also has served as a Managing Director and the Portfolio Manager for two international sovereign wealth fund clients, with total assets under management of more than $4 billion representing 11.7 million square feet. In this position, Kim was responsible for client relations, portfolio management, asset management, acquisitions and dispositions.

Kim is passionate about strategic thinking, continuous learning and creative problem-solving for her clients. She enjoys the tangibility of real estate, the challenge of launching new entities and the opportunity to support and coach senior talent. 

Prior to joining CBRE Investment Management in 2007, Kim was Senior Vice President at Starwood Capital Group. Previously, Kim was Partner and Regional Director at TA Associates Realty. Prior to that, she was Senior Vice President at the Georgetown Holding in Kuala Lumpur, Malaysia, directing multiple acquisitions ranging from a bank in Geneva to a magazine in Hong Kong. Kim began her career in 1990 at U.S. Trust Company where she was responsible for construction lending on real estate.

Kim earned a Bachelor of Arts degree from Boston College and a Master’s degree in Business Administration from Harvard University. She is a member of the NCREIF Reporting Standards Board and was named one of PERE’s 2021 Women of Influence.

Clarke Hitch

Managing Director - Blackstone

Clarke Hitch is a Managing Director in the Blackstone Real Estate Debt Strategies Group, where he is involved in sourcing, underwriting, negotiating and structuring senior loans, mezzanine loans, preferred equity and other debt investments across all asset types and geographies throughout the U.S.

Prior to joining Blackstone in 2013, Mr. Hitch worked at Morgan Stanley in the Commercial Real Estate Lending Group.

Mr. Hitch graduated from Duke University with an AB in Public Policy.

Mark E. Hertz

Head of US Investments, Managing Director, Corebridge Real Estate Investors

Mr. Hertz is responsible for AIG Global Real Estate's U.S. equity investment activities, overseeing various real estate teams that source, underwrite and close new acquisition and development opportunities for all product types, including multi-family, retail, office, industrial, hotel, and senior/student housing. Prior to joining AIG Global Real Estate in 2009, Mr. Hertz was a Managing Director at Amstar Global Advisors, a private equity fund, where he was responsible for all real estate investments and dispositions, with assets in Russia, Turkey and India. Prior to Amstar, Mr. Hertz was a Managing Director at AIG Global Real Estate where he was responsible for U.S. retail property investments. Prior to AIG, Mr. Hertz was a Senior Vice President at Prime Retail, a Baltimore based REIT, where he was mainly involved in acquisitions and development, property dispositions, asset management and structuring lender and equity partner work-out strategies. Mr. Hertz received a Bachelor of Science degree in Real Estate from The Pennsylvania State University and a master's degree in real estate investment from Johns Hopkins University.

Alan Todd

Managing Director/Head of CMBS Strategy, Bank of America

Alan Todd is head of U.S. Commercial Mortgage Backed Securities (CMBS) Research and a member of the CREFC Board of Governors. In this role he is responsible for providing in-depth analysis and macro-level overviews of the CMBS, CMBX and commercial real estate markets. 

Alan brings over 20 years of CMBS experience to this role and is highly regarded for his recommendations and timely market calls. Alan correctly called the recovery of the CMBS market since the 2009 bottom and the decline of the CMBS market in 2008. Alan has been ranked in the top 3 for CMBS strategy in the Institutional Investor All-America Fixed Income Research team survey in each of the last fourteen years. 

Alan joined Bank of America Merrill Lynch in August of 2011 from J.P. Morgan, where he was head of CMBS research since 2005. Previously he spent five years at Bear Stearns, also in CMBS Research. Alan received his Bachelor’s degree in Electrical Engineering from Syracuse University, his Master’s degree in Finance from Vanderbilt University and is a CFA Charter holder.

Diann Hsueh

Deputy Portfolio Manager and Head of Commercial Asset Management, CBRE

Diann Hsueh joined CBRE Investment Management in 2010. Diann is the Deputy Portfolio Manager for CBRE Strategic Partners U.S. Value 8 and 9 and is responsible for driving each fund’s investment performance. She played a key role in prior capital raising efforts, yielding over $4.9 billion in equity commitments for CBRE Strategic Partners U.S. Value 7, 8 and 9.

From 2010 to 2017, Diann was a member of the firm’s acquisitions team, responsible for underwriting, negotiating, structuring and closing transactions throughout the U.S. Diann was directly involved in the acquisition, financing and disposition of over $3.0 billion in investments.

Prior to joining CBRE Investment Management, Diann was a member of the Asset Management team at CenterSquare Investment Management.

Diann earned a Bachelor of Science degree, cum laude, in Economics from the Wharton School at the University of Pennsylvania. She is a member of the Urban Land Institute, the CBRE Women’s Network and the CBRE Asia Pacific Network. Diann previously served as a committee leader for CBRE Investment Management’s Real Estate Network of Executive Women (RENEW).

Adam Simon

Managing Director, KKR

Adam Simon joined KKR in 2015 and is a member of the Real Estate team in New York, focused on commercial real estate lending. Mr. Simon is senior originator for KKR’s Real Estate Credit business. He is active in originations and asset management for KKR’s multiple pools of capital and plays an active role in training and talent development within the firm. Prior to KKR, Mr. Simon was a vice president at Rialto Capital Management, responsible for originating real estate debt and restructuring portfolios of distressed assets. He began his career at balance sheet lender Anglo Irish Bank in New York. Mr. Simon received a B.A. from the University of Michigan, where he currently serves on the Ross Real Estate Fund Advisory Board. He is a CFA charterholder.

Yorick Starr

Managing Director, Invesco

Yorick Starr is Senior Director of Structured Investments with Invesco Real Estate ("IRE"). Based in New York, Yorick is primarily responsible for loan originations covering the East Coast region, with an emphasis on the primary and gateway markets. Loan products are focused on non-recourse, floating-rate, transitional senior and subordinate loans (including mezzanine loans and B-notes) secured by institutional quality real estate. Prior to Invesco, Yorick worked at Wells Fargo for 15 years in Real Estate Merchant Banking division, with experience ranging from opportunistically acquiring commercial real estate loans (single notes & pools) in the secondary market and providing leverage on commercial real estate loans acquisitions (performing loans through NPL pools) as well as leveraging direct originations by debt funds (A/B, senior/sub, note-on-note, & repo structures).

Yorick is a graduate of the University of San Diego (BBA, Finance, Accounting, IT, Computer Science).

Abbe Borok

Managing Director and Head of US Debt, BentallGreenOak

Abbe Franchot Borok is Managing Director and Head of US Debt for BentallGreenOak (BGO). In her role, Abbe has overall responsibility for the BGO U.S. Debt business, including management of all core, core plus and high yield debt strategies. Abbe also leads the management and business development activities for the U.S. Debt business. Abbe has over a decade of experience in the Commercial Real Estate Capital Markets and Investment Management space. Most recently, Abbe was Managing Director and Head of CRE & Debt Strategies at The Amherst Group. In this role, Abbe was responsible for launching and managing two CRE Debt investment vehicles and overseeing capital markets activity across Amherst’s Debt and Equity businesses. Prior to joining Amherst Capital, Abbe was a senior member of the NYC-based Commercial Real Estate Lending team at CapitalSource, a division of Pacific Western Bank. Abbe has broad experience in sourcing and underwriting commercial real estate debt, with a focus on high yield loans backing transitional or value add business plans. Abbe holds an MBA from Columbia University and a BA in Communications from the University of Pennsylvania. She is a member of the Board of Governors of CREFC, most recently serving as co-Chair of the HYDRA Forum. Abbe also serves as a member of the mentorship committee for WX, which promotes and supports women in commercial real estate, and a frequent speaker and panel participant at industry events.

Michael Eglit

Senior Managing Director and Head of U.S. Originations, Blackstone

Michael Eglit is a Senior Managing Director and Head of U.S. Originations in Blackstone’s Real Estate Debt Strategies (“BREDS”) group. Since joining Blackstone, Mr. Eglit has been involved in sourcing, underwriting, negotiating and structuring debt investments across all asset types and geographies.

Before joining Blackstone in 2010, Mr. Eglit was with Wrightwood Capital where he underwrote and originated first mortgages, mezzanine loans and preferred equity.

Mr. Eglit received a BA from Lehigh University and an MBA from the Booth School of Business at the University of Chicago.

Sidd Shrivastava

Managing Director, Goldman Sachs & Co.

Sid serves as head of Large Loan Originations in the Real Estate Financing Group for the Americas. He provides strategic financing advice to real estate clients. Sid joined Goldman Sachs in 2012 as an associate and was named managing director in 2021.

Prior to joining the firm, Sid worked at Booz & Co. (now Strategy&) and KPMG in various management consulting roles.

Sid earned a BEng from the Indian Institute of Technology Delhi in 2005, a Master's in Engineering Management from the University of Southern California in 2006 and an MBA from the MIT Sloan School of Management in 2012.

 

Sean Bannon

Managing Director, Zurich Life

Sean Bannon, Managing Director, Head of US Real Estate, Zurich Alternative Asset Management, has approximately 30 years of experience founding, building, and leading commercial real estate investment businesses in the United States. Based in New York, he is currently responsible for Zurich’s US Real Estate investment businesses with roughly $3 billion in AUM across Zurich balance sheet and third-party investor fund portfolios. Mr. Bannon is a voting member of the Global Real Estate Investment Committee at Zurich, with over $15 billion of AUM, and is also a voting member of the Investment Committee of ZAAM, LLC, the firm’s global alternative investment unit dedicated to Hedge Fund, Private Equity and US Real Estate investment with aggregate alternative investment AUM exceeding $20 billion. Mr. Bannon joined Zurich in 1997 to help found the firm’s US direct real estate acquisition platform, focusing on high grade credit tenants, and acquired approximately $2.5 billion of assets through structured finance transactions. Mr. Bannon authored the current USRE investment strategy, and hired a team of professionals to execute a core, direct acquisition program across four product types and 20 US markets, which has now invested over $2.5 billion across select Zurich balance sheets. Most recently, he launched the firm’s first dedicated third-party core real estate investment fund for foreign investors, and is currently investing roughly $500 million of initial equity in core, direct opportunities throughout the US. Prior to joining Zurich, Mr. Bannon held various real estate positions with Lehman Brothers and Arthur Andersen. Mr. Bannon holds a BS in Accounting and Computer Information Systems from Fairfield University, and a Masters of Business Administration degree from Columbia Business School.

Anthony Giordano, Jr.

Executive Committee, Teachers'​ Retirement System of the City of New York

Mayor Eric Adams appointed Anthony “Tony” Giordano to the New York City Public School Board in January 2023. The School Board appointment includes board membership on the $8 Billion NYC Board of Education Retirement System (BERS). Leveraging his professional experience, Giordano’s colleagues elected him to the BERS Executive Committee & the School Board Chair designated Giordano her proxy to the NYC Teachers Retirement System ($95 Billion).

Professionally, Giordano founded Legacy Partners USA, LLC, a full-service business development consultancy in 2014. Prior to launching Legacy Partners, Mr. Giordano had a distinguished twenty-year career on Wall Street, serving as Director of Sales and Marketing at hedge fund of funds, Larch Lane Advisors; Director of Pension Strategies at Credit Suisse USA; and was a senior vice president at Bank of New York affiliate, Converg Ex. Prior to Wall Street, Giordano was a City Hall lobbyist with Montalbano Initiatives, representing the interests of several labor unions and quasi-governmental agencies.


Brooklyn College (CUNY) prepared Giordano well for his current role as an education policy maker and fiduciary, as he was elected to 2 consecutive terms as chairperson of the University Student Senate (USS) and student member of the City University of New York Board of Trustees, while earning a BA in Political Science.


Giordano currently serves on the board of Bertha Lewis’ action tank, The Black Institute and on the Advisory Board of the New American Alliance. Giordano also directed the mentor program while serving the board of tenant advocacy group, Palante Harlem, and is a supporter of Kentucky-based Sparrow Missions, leading missionary teams of Wall Street professionals to Honduras in 2013 and 2014.


Tony Giordano is most importantly a proud father and husband. His two undergrad daughters, Kira (22) and Devin (20), are respectively preparing for Law and Med school. Mr. Giordano is married to New York City immigration attorney, Aizhan “Aya Baltabek” Yerezhepova.

Eric Newman

Treasury Manager, City of Stamford

Eric is responsible for treasury, investment management, and pension fund accounting. He serves as a Trustee on the Classified Employees Retirement Fund Board, Other Post- Employment Benefit (OPEB) Board, Defined Contribution Retirement Plan Board and City’s Investment Advisory Committee. Eric is a Trustee on the Town of Fairfield Employee Retirement Board and Joint Retirement Investment Board. Prior to entering government finance, Eric held finance positions at Royal Bank of Scotland, IBM Global Financing, Arnhold and S. Bleichroeder, Price Waterhouse and Soros Fund Management. Eric received his B.B.A. in Accounting from Adelphi University; Certificate in Investment Banking from New York University, M.B.A. in Finance from Sacred Heart University and is pursuing a Corporate Finance Certificate at Harvard University. He is a Certified Public
Accountant (CPA) and a Chartered Global Management Accountant (CGMA).

Paul Capurso

President/Assistant Executive Secretary-Treasurer, New York City & Vicinity District Council of Carpenters

Paul has been a union man since he was 17. He worked his way up from journeyman to lead carpenter then to foreman, and super for an interior systems contractor. Paul wasn’t just committed to union values, he also wanted to put that passion to work in leadership. This carried him to a number of positions at the Local 157 and the Manhattan and Queens Rep Centers. In 2020, he was elected to his current position. Paul’s rich experience from every level of the union means he understands the needs and concerns of our members. He puts that experience to use leading the New York City District Council of Carpenters by advocating for union values at all levels of government.

Eric Juster

Managing Director, Real Estate Credit, Manulife Investment Management

Eric is a managing director responsible for the origination, evaluation and execution of real estate credit and structured credit investments on behalf of Manulife’s real estate credit platform. Prior to joining Manulife, Eric was a vice president at Prospect Ridge where he was responsible for originating private and public real estate credit investments. He was a vice president at Affinius Capital (formerly Square Mile), where he was responsible for real estate credit investments across the Northeast and Midwest regions as well as life sciences investments throughout the country. Eric served as a vice president in the construction balance sheet lending group at J.P. Morgan. Prior to joining J.P. Morgan, Eric was an associate in the commercial mortgage-backed securities group at Cantor Commercial Real Estate.

Sara Queen

Managing Director and Head of Real Estate Equity, MetLife

Sara Queen is a Managing Director and Head of Equity Strategies for MetLife Investment Management’s (MIM) Real Estate group. She is responsible for leading MIM’s direct property investment platform and investing on behalf of the MetLife general account and third-party institutional investors.

 

Prior to joining MIM in March 2021, Sara was Head of North American Business at Mapletree Investments and Head of Asset Management for the U.S. office portfolio at Brookfield Property Partners. She also held a variety of asset management and portfolio management roles at Clarion Partners and started her asset management career at MetLife.

 

Sara earned an M.B.A. from Harvard Business School and a B.A. in Economics and History from Wellesley College.

Shaunak Tanna

Executive Director, PGIM Real Estate

Shaunak Tanna is an executive director at PGIM Real Estate. Based in New York, Shaunak is responsible for sourcing, underwriting, and structuring real estate investments including senior and mezzanine loans and preferred equity transactions for the eastern U.S. 

Prior to joining PGIM Real Estate, Shaunak was Head of Structured Investments for Basis Investment Group, LLC, where he was responsible for the firm’s mezzanine and bridge lending, and originated a range of investments across stabilized, development and transitional value-add properties. Before Basis, he was with Terra Capital Partners, LLC and its affiliate The Greenwich Group International, LLC. 

Shaunak has a Bachelor of Commerce in accounting and taxation from the University of Mumbai and a Master of Business Administration in real estate from Baruch College. Shaunak is also a Chartered Accountant, and an active member of the Advisory Board for Steven Newman Real Estate Institute of Baruch College.

Nitin Jagga

Managing Director, Goldman Sachs

John Randall

Partner, PCCP LLC

John Randall joined PCCP in December 2009 and leads East Coast originations for the Firm out of New York. Since joining PCCP, Mr. Randall has originated over 100 equity and debt transactions aggregating in excess of $2 billion including hotel, retail, office, condo, multi-family and industrial investments and including senior debt, mezzanine, preferred equity and joint venture equity.  Prior to PCCP, Mr. Randall spent six years and invested over $1 billion in real estate debt and preferred equity positions within the Real Estate Private Equity group of Lehman Brothers. Prior to Lehman Brothers, Mr. Randall was a Vice President with Deutsche Bank, originating and underwriting mezzanine investments for the DB Real Estate Mezzanine Investment Funds. Mr. Randall's experience also includes work at Daiwa Securities originating and structuring conduit loans for their CMBS group.  Mr. Randall started his career with Arthur Andersen and Jones Lang Wootton where he valued over $1 billion of real estate in the U.S. and Latin America. Mr. Randall has over 25 years of real estate experience and holds a B.A. in Economics from Bowdoin College, magna cum laude, and an M.B.A. from the Wharton School of the University of Pennsylvania.

Steven Gordon

Managing Director, Pearlmark

Steve Gordon, based in New York, NY, US, is currently a Managing Director at Pearlmark, bringing experience from previous roles at Hunt Companies, Inc, HPS Investment Partners, LLC, Sorin Capital Management and MKP Capital Management, L.L.C.. Steve Gordon holds a 1993 - 1997 BS in Finance @ Penn State University. With a robust skill set that includes Fixed Income, Portfolio Management, Bloomberg, Alternative Investments, CMBS and more, Steve Gordon contributes valuable insights to the industry.

Philip J. McAndrews, Jr.

Chief Strategy Officer, RXR

Philip J. McAndrews serves as Chief Strategy Officer of RXR Realty, LLC. Mr. McAndrews is recognized as a transformational C-suite leader with extensive managerial and investment experience refining enterprise-level global investment strategies and pivoting large organizations poised for growth and commercialization. With experience as both a Chief Investment Officer and a Chief Strategy officer, he offers a unique contextual perspective on the nuances of international capital deployment, investor relations, and growth-oriented enterprise management across private markets.

At RXR Mr. McAndrews works closely with the firm’s partners developing and executing corporate strategic initiatives and expanding the investment management offerings for both our stakeholders and clients. He is charged with evolving and curating an expansive, dynamic platform of investment products including Prop Tech, infrastructure, and real estate. These products are tailored to a diverse array of international and domestic investor/client needs in both the institutional and retail channels. He is the only non-partner member of the RXR Investment Committee.

Over the course of a 26-year career at TIAA (Nuveen) a $1.3 trillion financial service company headquartered in N.Y, Mr. McAndrews served in multiple leadership positions and guided the Global Real Estate platform through several meaningful pivot points and real estate cycles.  As Global Real Estate Chief Investment Officer, he charted a new course in the pursuit of AUM growth through both organic and inorganic means. During his tenure as CIO, the global real estate portfolio grew from $40 Billion to $90 billion. In 2013, this transformation was fully realized when TIAA’s Global Real Estate team acquired Henderson Global Investors’ $24 billion real estate business. All TIAA real estate functions reported to Mr. McAndrews as CIO-Global Real Estate. He was a member of TIAA’s Investment Committee with approval over real estate, alternatives, fixed income and private placement debt and equity.

Following TIAA/ Nuveen, Mr. McAndrews was responsible for the build out of Aegon Asset Management USA’s real estate equity team. Aegon N.V. is a $380 billion Dutch life insurer and pension fund headquartered in the Netherlands. He built new funds, brought on new clients, and positioned the legendary Transamerica Pyramid block for sale, its first change in ownership since 1969. He was a member of the Aegon Real Assets Investment Committee. He has a B.S. in Finance from the State University of New York and a J.D. from the University of Toledo, College of Law.

Paul Fried

Head of Equity Capital Markets, Greystone Co.

Paul M. Fried, Executive Managing Director and Head of Equity Capital Markets, is responsible for leading Greystone’s equity capital placement services. Paul’s team advises on structuring creative equity solutions and capital strategies and sources institutional equity on behalf of real estate owners and developers nationwide across all commercial asset classes.

Paul joined GBG from L&L Holding, where he was a Managing Director and head of Equity and Debt Capital Markets. Paul’s experience spans over two decades and numerous economic cycles, providing clients with a unique perspective on successfully managing the equity capital markets. Projects at L&L, alone, encompassed over $4 billion in strategic acquisitions, equity recapitalizations and development projects, such as 425 Park Avenue in Manhattan. Prior to L&L, Paul oversaw the Real Estate Banking and Restructuring Group at Traxi LLC.

Paul was a Director at Deutsche Banc Mortgage Capital and a member of the Investment Committee, and co-founder and Chief Operating Officer of mezzanine lender Allegiance Capital. He was an attorney with Milbank, Tweed, Hadley & McCloy.

Paul has a JD from Rutgers (Newark), where he was an Editor of the Law Review, and a BA from Rutgers College (New Brunswick; History) where he was a Henry Rutgers Scholar. He is a Council Member of the Urban Land Institute.

Robert Deckey

Managing Director, Eyre RE Trust

Deckey is a seasoned real estate executive with over 25 years of experience in acquisitions, development, and capital markets. From 2016 to 2024, he served as Managing Director at Invesco Real Estate, overseeing $8 billion in investments across diverse sectors including industrial, multifamily, and alternative assets. Prior to Invesco, he was CIO at George Comfort & Sons, where he spearheaded successful distressed acquisitions, including the turnaround of Worldwide Plaza in NYC. His earlier career includes over 10 years in real estate corporate finance at Citigroup and JP Morgan, advising REITs on IPOs and M&A transactions, including key players like Prologis and AMB. Mr. Deckey holds a B.S. in Electrical Engineering and Economics from Brown University and an MBA from Wharton. He is a member of ULI and REBNY.

Kelly Souza

Managing Director - CRE ESG, Wells Fargo

Kelly Souza leads the Sustainable Finance & Advisory (SFA) group at Wells Fargo’s Corporate & Investment Bank, focusing on delivering thought leadership and financing solutions to help Commercial Real Estate (CRE) clients meet their sustainability goals. She collaborates with CRE leaders to create and advance client-focused sustainability strategies that address both environmental and social dimensions.

Since joining Wells Fargo in 2004, Kelly has held various roles within CRE, including managing director of the Real Estate Managed Assets Group and Multifamily Capital, as well as serving as a market manager in Real Estate Banking. She has been a strong advocate for diversity, having held leadership roles on CRE’s Diversity Council and championing the Women’s Initiative to enhance gender diversity in Wells Fargo’s real estate business.

Outside of her professional role, Kelly is actively involved with the Bronze Multifamily Council of the Urban Land Institute (ULI) and serves on the board of directors for Big Brothers Big Sisters of Puget Sound. She enjoys fitness, travel, and outdoor activities with her partner and son.

Kelly earned her bachelor’s degree summa cum laude from the University of San Diego.

Alex Schaefer

Vice President - Transactions, AXA Investment Managers

Alex Schaefer is Vice President, Transactions for AXA Investment Managers. AXA-IM is part of AXA Group, the Paris-based multinational insurance firm.  AXA-IM is the largest real estate asset manager in Europe and one of the largest worldwide.  At AXA-IM, Alex focuses on investments across the risk spectrum and across property types in institutional markets throughout the country where AXA typically invests alongside proven, vertically-integrated sponsors.

Before AXA, Alex worked for TKF Real Estate Investment where he focused on value creating investments in office and mixed-use assets located in urban centers throughout the east coast.  Previously, he was Head of Acquisitions for ALTO Real Estate Funds, a NY based private equity fund that invested in value-add assets across the country alongside veteran local operating partners. Before ALTO, Alex was a Director of Acquisitions for VEREIT, a publicly-traded REIT that owned over 4,000 properties in 49 states. He found himself at VEREIT after working for American Realty Capital in various capacities before eventually transitioning over to a publicly-traded investment vehicle that was merged in to VEREIT. Alex graduated from the University of Connecticut with a B.S. in Accounting before working for Cushman & Wakefield.

Susan Morth

Chairwoman of the Board and CEO, EIC PACE

SUSAN MORTH is the CEO of the Energy Improvement Corporation, a NY State C-PACE program administrator. Ms. Morth leads overall operations, including the development and implementation of OPEN C-PACE, a public/private partnership that provides commercial property owners innovative financing for energy efficiency and renewable measures. Ms. Morth is the Founder and Chair of the EIC Advisory Committee, a national C-PACE working group which includes large commercial property managers and specialty finance companies. Ms. Morth has over 20 years of capital markets experience including the development of new financial products. Prior to EIC, Ms. Morth was a Partner at Empirical Research Partners and Sanford C. Bernstein & CO LLC.

Katie Cappola

ESG Manager, Madison International Realty

Ms. Cappola serves as ESG Manager on the Portfolio & Asset Management team, with primary responsibility for Madison’s ESG initiatives. Prior to joining Madison, Ms. Cappola held positions including Sustainability/ESG Manager at Empire State Realty Trust,  Sustainability Manager at Jones Lang LaSalle, and Associate Sustainability Project Manager at Jones Lang LaSalle.  Ms. Cappola graduated from Freeman College of management at Bucknell University, where she received her Bachelor of Science in Business Administration.

Curtis Probst

CEO, NYCEEC

Curtis Probst is CEO of New York City Energy Efficiency Corporation: a green bank that finances energy efficiency and clean energy projects in the Northeast and Mid-Atlantic regions, with a focus on disadvantaged communities. Before joining NYCEEC in 2018, he was a Managing Director and the Head of Sustainable Finance for RMI, a global clean energy think tank. Previously, Curtis worked in investment banking for over 24 years, most recently, as a Managing Director and the Head of Corporate Structured Finance at Goldman Sachs. Curtis has also served as an adjunct lecturer at Columbia University for nine years. Curtis received a BComm from University of Calgary, an MPA from Columbia University, an EdD from University of Pennsylvania, and is a Chartered Financial Analyst.

Aundre Oldacre

Founding Partner, AoRa Development

Aundre, Managing Partner at AoRa Development, is a construction disruptor with expertise in offsite construction and sustainable development. He oversees the firm's portfolio, from identifying undervalued acquisitions to raising capital. His visionary approach to architectural design and holistic view of deal-making have positioned AoRa as a leader in efficient, sustainable development. His commitment to innovation is evident in his use of cutting-edge technologies, ESG friendly building materials, creative financing and acquisitions strategies. AoRa's strategic use of renewable energy, PropTech solutions, and PACE financing not only benefits the environment but also boosts investor returns.

Aundre has certifications from Cornell’s Commercial Real Estate and Columbia’s Construction Finance Management. He also chairs the Offsite Construction Council with the National Institute of Building Sciences and the finance committee for EIC NY PACE. His innovative prowess was recognized when he won the NYC DOB "Hack the Building Code" contest, creating a solution to expedite permit approval and generate significant revenue for NYC. Aundre's disruptive approach and holistic perspective make him a valuable voice in ESG discussions and a key player in the future of sustainable development.

Diego Hodara

Founder and CEO, Titanium Realty Group

DIEGO HODARA is the founder and CEO of Titanium Realty Group, a real estate investment and development company focused on mix-use and residential real estate assets in transit oriented emerging markets within the metropolitan area of New York. 

Titanium Realty Group has close to 2,000 under development or completed units in Jersey City NJ and Port Chester NY, representing a total development cost of more than 800 million dollars. The projects are mainly mix-used ground-up buildings ranging from 50 to 420 units per building. Titanium Realty Group holds the certification of a Minority Business Enterprise (MBE).

Prior to founding Titanium Realty Group, Diego was involved as a senior manager in several large-scale developments including ground-up projects not only in the NYC but also in Latin America such as Sheraton Hotel in Montevideo Uruguay, a 25-story building with post-tension concrete slab system.

Diego holds a Master’s degree in Real Estate Finance and Investment from NYU. He also holds a degree in Architecture and Urban Planning, and an MBA from the University of Uruguay. He is an Academy Board Member and Professor at ORT University in Uruguay for the Real Estate Certificate program. He is also a Board Member of Jersey City Apartment Owners Association and a Member at Urban Land Institute.

Remy Raisner

Founder and CEO, The Raisner Group

Mr. Raisner is the Founder and CEO of The Raisner Group (formerly Proteus Capital Management), a real estate private equity firm headquartered in New York City.

Initially, The Raisner Group purchased distressed apartment buildings auctioned off by banks. Since then, it has made instrumental contributions to the rebirth of Brooklyn.

Under his leadership, Proteus has raised capital domestically and internationally since 2009. It has been active in non-performing notes and fee simple transactions, and focuses primarily on value-add, residential and mixed-use real estate investments in New York City. Most of the firm’s acquisitions have taken place in the outer boroughs, with an emphasis in the emerging Brooklyn neighborhoods of Bushwick and Bedford-Stuyvesant.

Starting 2013, The Raisner Group also became involved in PropTech, through its affiliate Raisner Tech Ventures, and made seed round investments in such startups as TheGuarantors, Enertiv, RealCrowd, LeasePilot, Nooklyn and PlotBox.

Prior to creating his company, Mr. Raisner worked as an equity trader for a hedge fund in New York and as a private equity investor in Argentina.

In conjunction to being an entrepreneur, Mr. Raisner has been a contributor to numerous international and domestic media outlets since 2011. His articles have been featured in publications including Forbes, Le Monde, the Philadelphia Inquirer, the Observer and The Huffington Post (U.S., Canada, France, Italy and Mexico editions) and have been published by think tanks such as The Berggruen Institute, The World Economic Forum and The Urban Land Institute.

Mr. Raisner graduated Magna Cum Laude with a Bachelor’s Degree in Business from Fairleigh Dickinson University, where he wrote a thesis on the Economic Impact of Yugoslavia’s Political Evolution.

He holds a MBA from Columbia Business School with Dean’s List honors, and attended Universidad de San Andres in Buenos Aires. He is a CFA Chartherholder, a Foreign Trade Advisor to the Government of France and a Founding Member of the Transatlantic Forum of the French-American Foundation.

He is a frequent lecturer at universities and conferences, and is involved in various New York City organizations committed to ending homelessness and economically empowering lower-income communities.

He grew up in Paris and played professional basketball prior to his career in business.

Nicholas Baccile

Director, Canyon Partners Real Estate LLC

Nicholas Baccile is a Director within the Real Estate Investment team at Canyon. Mr. Baccile joined Canyon in 2018 and primarily focuses on sourcing, underwriting, due diligence, structuring and executing debt and equity investments in the Northeast U.S. region. Prior to joining Canyon, Mr. Baccile worked at RXR Realty, where he was responsible for asset management of equity and debt investments. Previously, Mr. Baccile worked at Ares Management, where he was responsible for underwriting, due diligence and ongoing asset management of new equity investments. Mr. Baccile is a graduate of Cornell University (B.S., Applied Economics and Management with a minor in Real Estate).

Frederick N. Cooper

Senior Vice President, Toll Brothers, Inc.

Toll Brothers (NYSE) is a $10 billion Fortune 500 company (ranked #394) founded in 1967. It's currently the 4th largest homebuilder in the U.S. by revenue and one of the largest land and community developers. Toll is also a major player in multifamily rental apartment development and is Investment Grade rated by all three major credit rating agencies.

 

Operating across 24 states and 60+ markets, Toll's projects range from urban and suburban for-sale homes to rentals, student housing, high-rises, condos, 55+ communities, single-family build-to-rent, and large master-planned developments. These projects span from $10 million to over $1 billion.

Fred Cooper is the Senior Vice President of Strategic Partnerships at Toll Brothers. His role involves expanding domestic and international equity and debt relationships, as well as fostering institutional partnerships to support the company's growth in areas such as homebuilding, rental apartments, land development, and build-to-rent communities. He also engages with lenders and investors to collaborate on repositioning and repurposing distressed property and loan portfolios.

Fred has been with Toll Brothers since 1993, initially founding and leading its Finance and Investor Relations departments. Over the years, his team has raised over $30 billion through various channels and advised on project structuring, joint ventures, mergers and acquisitions, and large property deals. He also played a key role in creating Toll Brothers City Living, which has developed over 6,000 urban high-rise condos, and Toll Brothers Apartment Living, with $4 billion in rental assets.

Fred holds a Bachelor’s degree from Brown University and a Master of Public Policy degree from Harvard’s Kennedy School, focusing on finance and international development. He serves on several boards, including the Harvard Alumni Real Estate Board and the University of Wisconsin’s Graaskamp Center Real Estate Advisory Board. He is also an active mentor, lecturer, and participant in graduate-level real estate programs and is involved with various organizations focused on affordable housing in emerging markets.

Michael R. Negari

Executive Vice President - Family Office CRE, Sovereign Capital NYC

Mr. Negari is the Co-Founder and EVP of Sovereign Capital NYC. Michael’s duties include joint venture relationship-management, sourcing, due-diligence, underwriting, financing, capital markets and asset management. Prior to Sovereign, Michael spent 11 years in the mergers and acquisitions sector. While at Oberon Securities, he assisted corporate client acquisitions, divestiture and capital raising efforts as a generalist leading deal teams. Prior to this, Michael was a Senior Associate at Duff & Phelps’ Valuation Advisory Services group focused in M&A – clients served include D.E. Shaw & Co., Fortress Investment Group LLC, Apollo Management L.P., Conversus Capital L.P., Newcastle Investment Corp., The Carlyle Group, among others. While pursuing his MBA in Corporate Finance at Fordham University, Mr. Negari spent two years as an M&A Associate at David N. Deutsch & Co. (boutique investment bank). Prior to obtaining his MBA, Michael was a Financial Analyst within AIG’s Global Investment Group managing $11.9Bn (AUM).

Craig Deitelzweig

CEO, Marx Realty & Improvement Co

Craig Deitelzweig joined Marx Realty as its President and CEO in 2017 and has been responsible for growing the company as well as streamlining the company’s strategy by focusing on value-add office investments in three core markets: New York City, Washington D.C. and Atlanta. Craig is also charged with repositioning Marx’s entire portfolio as well as growing the Marx team and profitability. Over his 25-year career, Craig has vast experience in every aspect of the real estate industry and believes in a very hands-on approach.  

 Prior to Marx, he held senior roles at both private equity and private development companies, including redeveloping over 50 assets in major markets across the country with a particular emphasis on NY and DC. Craig’s projects have received various awards from industry groups such as NAIOP, BOMA, Globe St., Crain’s, Washington Business Journal and AIA. He has been interviewed as a thought and innovation leader in several features in the Wall Street Journal, Fortune, CNN, CBS, Bloomberg and on CNBC, and was selected as one of the Real Estate Forum’s Best Bosses of 2019. Under Craig’s leadership, Marx was selected to Crain’s Best Places to Work in 2020, 2021, and 2022. 

 Craig graduated Cum Laude from Tulane University’s Freeman School of Business (where he currently serves on the Executive Committee of the Advisory Board) and earned a J.D. at Fordham University’s School of Law. Craig serves on the Mixed-Use Council of the Urban Land Institute as a ULI mentor; on the Strategic Advisory Council of Shadow Ventures, a venture capital firm specializing in PropTech investments; and on ULI's New York Awards Selection Committee. 

Stephen A Woodard

Managing Director, Westport Capital

Mr. Woodard is a Managing Director based in the Connecticut office.

Prior to joining the firm in 2011, Mr. Woodard was a Vice President in the Commercial Real Estate Department at CIT Group, Inc. Before joining CIT, Mr. Woodard was an Acquisitions Associate at Lexington Realty Trust.

Mr. Woodard holds a B.A. in Economics from Union College and an M.P.S. in Real Estate Finance and Investment from Cornell University.

Stephen R. Quazzo

Co-Founder and CEO, Pearlmark

Stephen R. Quazzo is Pearlmark’s Co-Founder, CEO, and Chair of the firm’s Management Committee and the PEP II Investment Committee. From 1991 to 1996, Mr. Quazzo served as President of Equity Institutional Investors, Inc., a subsidiary of investor Sam Zell’s private holding company, Equity Group Investments, Inc. Mr. Quazzo was responsible for raising equity capital and performing various portfolio management services in connection with the firm’s real estate investments, including institutional opportunity funds and public REITs. Prior to joining the Zell organization, Mr. Quazzo was in the Real Estate Department of Goldman, Sachs & Co., where he was a Vice President responsible for the firm’s real estate investment banking activities in the Midwest.

Mr. Quazzo holds undergraduate and MBA degrees from Harvard University, where he has served as a member of the Board of Dean’s Advisors for the business school and as an Alumni Association Director for the college. He is a Trustee of the Urban Land Institute, past Trustee and Chairman of the ULI Foundation, a member of the Pension Real Estate Association, and a licensed real estate broker in Illinois. Mr. Quazzo is a public company director of Marriott Vacations Worldwide (NYSE: VAC) and Phillips Edison & Co. (NASDAQ: PECO). For 22 years (1994-2016), he also served as a director of Starwood Hotels & Resorts (NYSE: HOT), which in 2016 merged with Marriott International (NYSE: MAR). Mr. Quazzo serves on a number of non-profit boards, including: Rush University Medical Center, the Chicago Symphony Orchestra Endowment, the Chicago Parks Foundation, and Deerfield Academy.

Peter C. Lewis

Chairman and Founder, Wharton Equity Partners

Mr. Lewis is Chairman, President and Founder of Wharton Equity. Since its inception in 1987, he has overseen the expansion of the firm’s investment reach across different asset classes and strategies. As Chairman of the Real Estate Investment Committee, Mr. Lewis drives the direction of the firm as it executes its disciplined strategy of recognizing and capitalizing on emerging trends.

Among other initiative over the course of his leadership of Wharton Equity, Mr. Lewis established the firm’s industrial, multifamily, self-storage, homebuilding, hospitality and venture capital platforms resulting in $2.5 billion of transactions.

Mr. Lewis has had a diverse career having been employed in investment banking, commercial banking and tax accounting prior to forming Wharton Equity.  Besides his real estate activities, he is an active venture capital and private equity investor.  Mr. Lewis received his Bachelor of Science degree in Economics from the Wharton School at the University of Pennsylvania and his Master in Business Administration from the Graduate School of Business at Columbia University. He is a frequent guest lecturer in real estate, and is involved in a number of philanthropic endeavors.

Thomas J. Henry

Co-Head, Weil’s Real Estate

Thomas J. Henry is Co-Head of Weil’s Real Estate practice and is based in New York. Tom has been the leading lawyer on some of the country’s largest and most high-profile commercial real estate transactions in recent years. His practice focuses on advising domestic and foreign real estate companies, private equity funds, and institutional lenders and investors in acquisitions and dispositions, financings, joint ventures, restructurings, and leasing and development transactions both in the United States and internationally involving all major real estate sectors.

Tom is recognized as a leading lawyer for Real Estate by Chambers USA 2024 and is recognized nationally as a leading practitioner by The Legal 500 US 2024, where he is described as being “in a class of his own” and “should be considered one of the best if not the best real estate attorney in the country,” further underscoring that “he has a combination of legal precision and a business acumen that is difficult to match.” Additionally, Tom was profiled as a Law360 MVP in 2014, 2015 and 2020 and was previously recognized as a Rising Star in 2012. He is also a former member of the Law360’s Real Estate Advisory Board.

Tom is a member of the American Bar Association, the New York State Bar Association and the New York City Bar Association. He is also a member of the National Association of Real Estate Investment Trusts (NAREIT), the Association of Foreign Investors in Real Estate (AFIRE) and the International Conference of Shopping Centers (ICSC).

Bonnie Neuman

Co-Chair Finance, Head of Real Estate Finance, Cadwalader

Bonnie Neuman is a co-chair of Cadwalader’s Finance Group, head of the firm’s Real Estate Finance practice, and a member of the firm’s Management Committee. She represents global investment banks, financial institutions, investors, and servicers in domestic and cross-border transactions, specializing in mortgage and mezzanine loans, syndication, loan servicing, non-performing loan securitizations, loan restructuring, and bankruptcy-related matters. She also handles inter-creditor arrangements and secondary market sales of mortgage and mezzanine loans.

In 2022, Bonnie was recognized as a Hospitality MVP by Law360 and a leading real estate finance lawyer by Chambers USA. She has received accolades from The Best Lawyers in America, GlobeSt. Real Estate Forum, Lawdragon, Legal Media Group, and Connect CRE. Bonnie was honored as one of Crain’s New York’s "Notable Women in Law" and "Notable Diverse Leaders in Law."  Bonnie is actively involved in professional organizations like the CREFC Women’s Network and serves as the Co-Chair of the Membership Committee.

Mansoor Ghori

Founder & CEO, Petros PACE Finance

Mansoor Ghori is a Founder, CEO, and Board Member of Petros PACE Finance. He leads Credit, Underwriting, and Business Development, and is the Chairman of the Investment Committee. He is integral to underwriting and structuring transactions, leveraging his 30+ years of experience in structured finance.
Prior to Petros, he was the President and CEO of Accent Capital and was responsible for the investment and administrative activities of the firm. He was also a Managing Director at Transamerica Technology Finance Corporation, which was subsequently acquired by GE Capital, and a Principal at Sternhill Partners, a $100 million venture capital firm based in Houston.
Prior to joining Sternhill, he was the Founder and SVP/Regional Manager of Imperial Bank’s Southwest Region of the Emerging Growth Industries Group (acquired by Comerica Bank). He was also a VP in the National Accounts Division of Silicon Valley Bank, focusing on investments in high- technology and biotech companies in Texas.
Mansoor also currently serves on the following boards: Petros, STG Design, PACENation, C-PACE Alliance, as well as the Andy Roddick Foundation.
In addition, he is also an Executive Committee Member of Petros, PACENation and C-PACE Alliance, and a finance committee member of PACENation and the Andy Roddick Foundation.
Mansoor is a graduate of Santa Clara University, Santa Clara, California and holds an MBA from Northeastern University in Boston.

Nicholas Hoffman

Partner, Haynes and Boone, LLP

Nick Hoffman is a partner in the Real Estate Practice Group in the New York office of Haynes and Boone. Nick regularly represents investment banks, commercial banks, and foreign and domestic private equity clients in sophisticated real estate transactions, including structured loans, mezzanine loans, construction financing, preferred equity investments and joint ventures. Nick devotes a significant portion of his practice to capital markets and syndication work in the debt space including note sales, intercreditor arrangements and participations. Nick also has experience with debt restructurings work-outs, and single asset and portfolio acquisitions and dispositions.

Before joining the firm, Nick was a senior executive with the Ruben Companies, a Manhattan based developer, and was involved in all aspects of the management and development of its office and residential portfolio in New York, Washington, D.C. and Boston.

David Moss

Partner, Duane Morris

David G. Moss practices in the area of real estate law. Mr. Moss has extensive experience in acquisitions and dispositions, mortgage and mezzanine lending, real estate development and restructuring of distressed real estate transactions. Mr. Moss routinely represents developers, lenders, investors, landlords and tenants in a wide variety of commercial real estate transactions including joint ventures and workouts, as well as disputes and litigation-related matters. 

Mr. Moss is a 1999 graduate of George Washington University Law School and a cum laude graduate of Albion College.

Ronald Kaplan

Partner and Commercial Real Estate Leader, CohnReznick

With more than 20 years of professional experience, Ronald Kaplan provides assurance, due diligence, business advisory, and tax services to clients in the commercial, residential, retail, and hospitality sectors throughout the United States and internationally. Ron’s clients are generally private companies with multi-state operations and include real estate opportunity funds, property management firms, partnerships, contractors, institutional lenders, REITs and joint ventures, as well as other corporate and family owners and investors.

Daniel Berman

Partner, Kramer Levin Naftalis & Frankel

Daniel Ross Berman counsels developers, investors, lenders and operators in a range of real estate transactions, including acquisitions, dispositions, joint ventures, development deals, preferred equity investments, loans, leases, recapitalizations and restructurings. His work spans hospitality, industrial, health care, entertainment, retail, office, multifamily and mixed-use properties.

Dan has a national practice that includes acquisitions, dispositions and joint venture development deals across the country as well as a localized practice with an emphasis on complex development deals. For example, Dan is currently handling numerous redevelopment projects in New York City involving various religious and charitable institutions, each with different deal structures. These include ground leasing the land during development and dividing the ownership of the completed building between the developer and the institution by converting the property to a commercial condominium.  

Matt Ellis

CEO, Measurabl

Matt is responsible for overall company operations, product vision, and investor relations. Before founding Measurabl, Matt spent five years with CBRE, the world’s largest commercial real estate services company, where he led CBRE’s Sustainability Practice Group, implemented its industry-first global carbon neutrality program, and served as the company’s first Director of Sustainability Solutions. He was also the youngest member of CBRE’s Global Sustainability Advisory Committee. Matt’s debut book, From Green to ESG, is available now! 

Frank Manahan

Principal, PwC

Frank is a Trust Partner at PwC in the Risk Modeling Services practice, bringing over 20 years of experience in Risk Management and Management Consulting. He co-leads the national Climate Risk practice and contributes to the One Firm ESG Strategy. Frank oversees the Climate Risk modeling team, which includes 12 PhD climate scientists and approximately 20 model developers. This team focuses on both qualitative and quantitative impact measurement for assets, inventory, and business interruptions, including those affecting key suppliers.

Frank holds a Bachelor’s Degree in Mechanical Engineering and a Master’s in Management Science from University College Dublin, Ireland.

Daniel Berman

Partner, Kramer Levin

aniel Ross Berman counsels developers, investors, lenders and operators in a range of real estate transactions, including acquisitions, dispositions, joint ventures, development deals, preferred equity investments, loans, leases, recapitalizations and restructurings. His work spans hospitality, industrial, health care, entertainment, retail, office, multifamily and mixed-use properties.

Dan has a national practice that includes acquisitions, dispositions and joint venture development deals across the country as well as a localized practice with an emphasis on complex development deals. For example, Dan is currently handling numerous redevelopment projects in New York City involving various religious and charitable institutions, each with different deal structures. These include ground leasing the land during development and dividing the ownership of the completed building between the developer and the institution by converting the property to a commercial condominium.  

Dan is a member of Kramer Levin’s Pro Bono, Ethics and Technology committees.

 

James Fogarty

Managing Director Real Estate, Macquarie Asset Management

James has over 17 years of real estate investment and asset management experience in various property sectors, across the entire capital stack in the US, Europe, and Asia.  He recently joined Macquarie and focuses on the sourcing, execution, and management of MAM Real Estate’s investments in the Americas.  Prior to joining Macquarie, James worked for 11 years (2011-2022) at Starwood Capital Group where he led investments in the Tri-State area after successfully starting Starwood’s investments in Australia and helping to grow their European business.    

His experience includes over US$7 billion of acquisitions of residential, industrial, office, student housing, and retail.  Additionally, he has significant experience in buying performing/nonperforming debt and originating debt / preferred equity.  James started his career in the large loan originations team at Lehman Brothers. 

Mr. Fogarty graduated from the University of Pennsylvania with a Bachelor of Arts (Cum Laude B.A.), History and a Minor in Urban Real Estate from the Wharton School. 

Andrew Charles

Partner, Kramer Levin

Kramer Levin Real Estate partner Andrew Charles advises equity investors and developers-sponsors on all aspects of their real estate business, with a particular focus on structuring real estate equity investments, development transactions, preferred equity investments and company recapitalizations. Andy has earned a well-deserved reputation as a sought-after adviser, known for designing effective investment platforms and programmatic relationships and providing advice and guidance in a clear, practical and business-friendly manner. Andy acts as counsel to several institutional equity investors entering into joint ventures with both national and regional sponsors across a variety of real estate asset classes. Andy received his J.D., cum laude, from Georgetown University Law Center and his B.A., magna cum laude, from University of Pennsylvania.

Trond Rokholt

Managing Director, NY Green Bank

Trond Rokholt is a Managing Director at NY Green Bank on the Investment and Portfolio Management Team. He is responsible for investing NY Green Bank's capital in clean and sustainable energy projects in the State of New York, and he manages a portfolio of investments across various renewable energy asset classes.

Trond has more than 30 years of experience in providing corporate and project finance, M&A advisory and restructuring services to the renewable and conventional energy, and the maritime transportation sectors. Prior to joining NY Green Bank, Trond served as a managing director in the investment banking arm of DVB Bank SE focused on capital raising and M&A for transportation and energy clients globally. Trond has been a senior member of the maritime transportation and energy teams at Pareto Securities, Jefferies, Fortis Capital and BancBoston Robertson Stephens. Trond began his banking career specializing in shipping and oil & gas at ING Bank and Manufacturers Hanover Trust in New York.

Trond holds an MBA in finance from McCombs School of Business at the University of Texas and B.S. in finance from University of Utah.

Leo Jacobs

CEO and Founder, Jacobs P.C.

Leo Jacobs is a commercial litigation and bankruptcy attorney and the founder of Jacobs, P.C., a boutique law firm known for finding creative, direct, and expedient solutions to complex and high-profile issues.

Leo tirelessly and zealously works to build trust and long-standing relationships with his clients, who rely on his counsel, representation, negotiation, and advocacy to forge speedy, practical paths to move forward.

Leo's core competencies: investment management, asset management, real estate, corporate law, business counsel, acquisitions, leasing, commercial litigation, dispute resolution, negotiation, administrative law, compliance, corporate governance, analysis, and outside counsel management.

Randy Hoff

Principal, Financial Markets & Real Estate, PwC

Randy provides advisory services with a focus on occupiers and investors of real estate as they enhance their Environmental, Social, and Governance (ESG) strategy. He helps PwC clients cut through the complexity to set the vision, foundation, and reporting plans for clients to achieve their environmental & decarbonization goals Randy holds a Doctorate in Engineering Management from Southern Methodist University, an MBA from Marquette University, and a BS in Industrial Engineering from Texas A&M University. He is a licensed Professional Engineer in Texas, a Certified Energy Manager, Certified Measurement & Verification Professional and a Six Sigma Master Blackbelt.

Ailey Roberts

Global Head of Sustainable Investing, BentallGreenOak

Ailey leads the firm’s sustainable investing strategy across equity and debt real estate investments. With over 10 years’ of ESG experience, she is responsible for developing and implementing BGO’s sustainable investing approach to integrate ESG considerations in investment decisions. Ailey holds a Master of Environment & Sustainability from Western University, a Bachelor in Environment & Business from the University of Waterloo. She sits on the Board of Directors for the Canada Green Building Council.

Elana Lipchak

CFA, Director, BofA Global Research

Elana Lipchak is a Director on the ABS strategy team at BofA Global Research. Her research includes credit, prepayment, structure, and relative value analysis for various sectors in the ABS market. Elana also leads Sustainability Research for US securitized products, covering environmental, social and governance themes for US ABS, MBS, CMBS, and CLOs. Areas of focus include the green transition, climate risk analysis for real estate, and the exploration of social themes with respect to equitable access to homeownership and affordable housing.

 

Elana joined Bank of America in 2011 and has been covering both consumer and commercial ABS since 2015. She launched coverage of Sustainability for Securitized Products in 2021. She has bachelor’s degrees in Finance and International Studies from the Pennsylvania State University and is a CFA charterholder.

Leslie Moore

SVP, Director of ESG & Corporate Operations, LXP Industrial Trust

Ms. Moore is a Senior Vice President and serves as the Director of ESG and Corporate Operations. She joined the firm in 2007 and previously served as Vice President of Asset Management. Ms. Moore graduated from Texas A&M University.

Shila Wattamwar

Vice President, RE Tech Advisors

Shila brings over 15 years of professional expertise to RE Tech, specializing in organizational management.

Prior to her tenure with RE Tech, she held a prominent role on the Executive & Leadership team at Sustainalytics, contributing significantly to the company’s growth. As a pivotal member of the team, she played a crucial role in guiding Sustainalytics through a successful acquisition by Morningstar, where she assumed the position of Head of Organizational Integration.

Following her tenure with Morningstar, Shila established Radiant Global Advisory, an advisory practice dedicated to assisting organizations in achieving growth and sustainability. In her philanthropic endeavors, Shila serves on the board of Chefs for Impact, a non-profit focused on food sustainability. She is also the founder of SustainableMe!, a platform designed to bring sustainability education in the context of daily life. Additionally, Shila contributes to Fast Company’s Impact Council, sharing her insights on sustainability through various articles.

Shila holds an MBA from DePaul University, with a concentration on Financial Analysis and Strategic Valuation, along with a Masters in Physiology from Finch University, and a BS in Biology & Health Management from the University of Illinois, Urbana-Champaign.

Amy Johannes

Managing Director Real Estate, Oaktree Capital Management

Ms. Johannes is an investment professional in the Real Estate group, where she serves as a managing director.  She works across the commercial real estate, structured finance and corporate securities sub-groups, where she focuses on investments in the greater New York area and the Southeast region of the US, as well as residential investments on the East Coast.  Prior to joining Oaktree in 2008, Ms. Johannes was an associate in the Real Estate group at Morgan Stanley, where she focused on advisory assignments for investment banking clients and principal investing opportunities.  Before that, Ms. Johannes was a project manager on the Hudson Yards team at the New York City Economic Development Corporation.  Prior to that, she spent two years at UBS Warburg as an investment banking analyst in the Global Industrial group.  Ms. Johannes graduated with a B.A. degree in economics and Latin American Studies magna cum laude from Wellesley College, where she was elected to Phi Beta Kappa.  She then went on to receive an M.B.A. from the Stanford University Graduate School of Business.  Ms. Johannes is a member of WX and sits on the Stanford Alumni Real Estate Council.

Susan Neuberg

Shareholder, Greenberg Traurig, LLP

Susan E. D. Neuberg is a Shareholder in the Real Estate and Finance Group at Greenberg Traurig, LLP. She has extensive business and legal experience in complex real estate and finance transactions. Susan focuses her practice on structuring, negotiating and documenting debt and equity investments for portfolio managers, servicers, banks, life companies, pension funds, institutional investors, owners and developers. Over the course of her career, she has represented clients across all levels of the capital stack, including the FDIC in connection with the workout and restructure of complex debt and equity instruments and portfolios throughout the U.S. and abroad. Susan is a frequent author, speaker and active member of the Commercial Real Estate Finance Council having served in a variety of leadership positions.

Patrick Keeley

Executive Director, Morgan Stanley Real Estate Investing

Patrick is an Executive Director at Morgan Stanley Real Estate Investing (“MSREI”) where he is responsible for acquisitions in the Mid-Atlantic and Boston metropolitan area. MSREI is actively investing across three investment vehicles, an open-end core fund, closed-end value-add fund, and a non-traded REIT. Prior to Morgan Stanley, Patrick was a Senior Vice President and head of the Washington, D.C. office for Columbia Property Trust and a Principal responsible for Mid-Atlantic investments at Normandy Real Estate Partners. In these prior roles, Patrick oversaw acquisitions and asset management spanning a ~4.5MM SF regional portfolio. Patrick is a graduate of Dartmouth College and received his MBA from The Wharton School where he graduated with honors with a major in real estate and finance.

Becky James

Account Manager, First American

Becky James is an Account Manager for the National Commercial Services Division at First American Title Insurance Company.  With a long history in sales and management, Becky strives to treat each client with respect, while delivering the highest level of service. She embraces the idea that client relationships are built on trust and hard work.  
 
As a National Account Manager, Becky assists her clients in closing commercial transactions of all sizes, scopes and geographies. She oversees the origination of title insurance business through hoteliers, REITs, developers, lenders, law firms and private equity and capital market sources.  

Scott Darby

Executive Director, J.P. Morgan

Scott Darby is an Executive Director in the Securitized Products Group. He sits on the Primary CMBS trading desk, responsible for the pricing, structuring, origination, and syndication of subordinate commercial real estate debt including mezzanine loans, B-notes, subordinate CMBS bonds & risk retention interests, as well as the pricing and syndication of J.P. Morgan-originated mortgage loans. Prior to joining J.P. Morgan, Darby was an Associate at Nomura on the flow volatility trading desk. He is a 2012 graduate of the McDonough School of Business at Georgetown University, earning a B.S. in Business Administration with a major in Finance.

Jill Watson

Director of Communications, New York City and Vicinity District Council of Carpenters

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