Global Leaders in Real Estate Summit

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.  

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

Drew D. Fung, equity owner and Managing Director, is the co-Portfolio Manager for Clarion’s

Debt Investment Fund. He oversees the Firm’s subordinate debt investment activities in various types of commercial real estate debt instruments, including mezzanine loans, B-notes and preferred equity interests. Drew is a member of the Debt Investment Committee, which approves all of the Firm’s financing activities, and a member of Clarion’s ESG Committee and Subcommittee on Resilience. Drew joined Clarion Partners in 2012 and began working in the real estate industry in 1987. He has comprehensive commercial real estate experience, including more than 20 years focused on subordinate debt that includes all property types and capital structures. He is a former Chair of a Urban Land Institute (ULI) Urban development/Mixed-Use Council, a member of the Commercial Real Estate Finance Council (CREFC) Board of Governors, a frequent speaker at industry events and has provided expert testimony to the U.S. Senate Banking Sub Committee regarding the impact of regulation on commercial real estate financing markets.

Boots Dunlap has over 15 years of experience consulting on and managing credit assets for many of the largest banks, insurance companies, CMBS servicers and private credit firms, dating back to before the 2008 Great Recession. Since co-founding RRA, he has overseen the origination and management of more than $1.3B of bridge loans and has also consulted for lending clients on $2.4B of distressed commercial real estate. Boots oversees the investment strategy and strategic direction of RRA. He is a member or has been a member of the Urban Land Institute, Mortgage Bankers' Association, Commercial Real Estate Finance Council, the National Association of Office & Industrial Properties, and various other industry organizations. Prior to co-founding RRA, Boots served as an Infantry Officer in the U.S. Army, where he completed multiple combat tours in Iraq and Afghanistan, earning him the Bronze Star, two Meritorious Service Medals, Combat Infantryman's Badge, Ranger Tab, Airborne Wings, and numerous other distinguished leadership decorations. He graduated from the University of Virginia and holds a certification as a Commercial Investment Member.

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.

Clark B. Briner is the Founder and the Principal of Revere Capital. Mr. Briner started his real estate career in 1997 when he made his first multifamily real estate investment. He then joined MacFarlan Capital Partners, an institutional private equity real estate firm, where he was a Director. After years in private equity, Mr. Briner moved to New York City as a senior investment banker at Deutsche Bank, where he served on the private equity real estate team, as well as the new business underwriting committee. Over his years in investment banking, he has participated in traditional public market capitalizations and executions, real estate mergers and acquisitions and workout and restructuring assignments. During his real estate career, Mr. Briner has had significant institutional experience on both the principal investment and investment banking side. Mr. Briner has also served as an owner, lender, operator, sponsor and equity partner.

Adam is a senior real estate investment professional with 25 years of industry experience, with a concentration in the multifamily asset class. This includes leadership expertise in acquisitions, structured equity finance investing, capital markets, building and leading investment management platforms, fundraising and distribution outreach, development and portfolio management.

Adam currently serves as the Chief Investment Officer for MAXX Properties, a national multifamily owner, operator.  Adam is responsible for leading the firm's sourcing and origination of multifamily investment opportunities throughout the U.S.  Investment strategies include: wholly-owned core and value-add acquisitions as well as providing GP co-investment and JV/LP equity capital to local operators and multifamily developers.  Additionally, Adam is responsible for collaboration with MAXX leadership to build-out the firm's investment management business. This includes building and leading a team of investor relations and capital markets professionals.

Fred Cooper is Senior Vice President - Finance, International Development & Investor Relations at Toll Brothers (NYSE:TOL).  Toll, a Fortune 500 Company, is the 5th largest U.S. home builder by revenues, the 6th largest multifamily rental apartment developer, and among the largest land and community developers in the U.S. Toll is also one of the nation’s largest urban high-density/high-rise condo and rental tower developers with 50+ buildings and over 7,000 units completed. 

Raphael Sidelsky is the head of real estate investing for W5 Group, which has offices in New York, Miami, and Switzerland. Established in 2009, W5 Group is the Winter Family Investment Office. W5 Group focuses on innovative real estate investments, either directly or alongside high-quality sponsors and provides capital without any pre-determined hold periods. Target investment sectors include multifamily, student housing, co-living, micro-apartments, single family rental, lodging, and mixed-use. Investment structures include single or programmatic joint ventures, direct, entity level, preferred equity, and mezzanine debt. W5 Group has permanent capital, a flexible mandate, and seeks to create enduring value and long-lasting relationships.

Mr. Sidelsky has worked on over $7 billion of direct, entity level and joint venture real estate investments across a broad array of sectors and markets in the United States and Caribbean. Prior to W5,he worked as a Senior Managing Director at CIII Capital Partners ($8BN in AUM) and before that as a Managing Director at Fremont Realty Capital, the Bechtel Family Office. He began his career as an architect and worked in Tel Aviv, Berlin, Los Angeles, Johannesburg, and then in New York for Skidmore Owingsand Merrill. Mr. Sidelsky received a Bachelor of Architecture in South Africa and an MBA from Columbia Business School. He is a board member of the Columbia Business School Real Estate Circle.

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).

Jill brings 13 years of industry experience to the Firm and is Chair of the Firm’s Environmental, Social and Governance (ESG) Committee. As Chief Impact Officer, she oversees the measurement, management, reporting and enhancement of the Firm’s ESG initiatives. Key areas of focus include climate risk and resiliency, carbon emissions reduction and human health and wellness. She is also a Co-chair of the Firm’s Diversity, Equity & Inclusion Committee.

Linda J. Isaacson is Partner and Head of ESG & Impact at ACRE. She is responsible for leading the firm’s environmental, social, and governance (ESG) practices and ensuring that ongoing investment decisions, operational actions, and overall business philosophy reflect its core principles and those of its investors.  

Isaacson is a leader in sustainability practices, focusing on strategies accelerating progress towards setting and achieving net zero by 2050. A thought leader in Corporate Sustainability and activating ambitious action to achieve the SDGs, Linda is at the forefront of unlocking business value, building resilience, and enabling long-term growth.

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.

Tim Davis is Chair of the Business Department and a Partner in the Real Estate and Finance Groups at White and Williams LLP. He has over 25 years of experience representing investment funds, insurance companies, and banks in a wide variety of sophisticated real estate finance transactions, including first mortgage loans, participations, mezzanine loans, "B" notes and preferred equity investments. He has extensive experience in the areas of intercreditor, co-lender, and participation agreements. In 2017, Tim was elected as a Fellow in the American College of Mortgage Attorneys. He is ranked by Chambers USA as a Leading Lawyer in Pennsylvania Real Estate Finance, is AV® Preeminent rated by the Martindale-Hubbell peer review rating system, and has been recognized by “Best Lawyers in America” since 2016. He received his BA, MA, and JD from the University of Pennsylvania.

Cary has 20+ years of experience in different facets of commercial real estate ranging from structured finance to design and development.  Currently Cary is a Managing Director of CRE Capital Markets, Trading & Syndication at Starwood Capital.  His current responsibilities including pricing, structuring and capital commitment for the acquisition and sale of CRE debt for the Starwood REIT.  He is also responsibility financing and sales efforts of whole loans via private sales and the CMBS market as well as managing the warehouse lines for the REIT.

Prior to joining Starwood Cary was a Partner at Coastal Capital (2009 to 2010) where he managed the process of acquiring performing, sub-performing and non-performing CRE debt.  From 2004 to 2008 Cary was an Executive Vice President with Countryside CRE Finance and was responsible for the pricing, structuring and sale of all fixed and floating rate high yield commercial real estate debt.  

Prior to joining Countrywide Cary was a Partner at Coastal Capital Partners; a Managing Director for Precept Corporation, Vice President of Structured Finance at Nomura Asset Capital; Senior Consultant at Deloitte and Touche; Project Designer for The SWA Group and Sasaki Associates.

Cary earned an M.S. in Real Estate Development and Finance from Columbia University in 1993 and a Bachelor of Landscape Architecture from Kansas State University in 1988.

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.

Mr. Baraghoush serves as a Managing Director at Pacific Urban Investors. In this role, he is responsible for identifying and evaluating Joint Venture Equity opportunities across the Western US and Preferred Equity opportunities across the Western and Eastern US for multifamily recapitalization, value-add and development projects. Prior to joining Pacific Urban, he served as a Vice President at Ares Management responsible for West Coast investments on behalf of public vehicles, separate accounts, and closed-end funds. Mr. Baraghoush began his career at Bank of America in its Global Corporate Investment Banking division.

Mr. Baraghoush holds a Bachelor of Arts in Business Economics, with a minor in Accounting, from UCLA. He also serves as a Board Member of the Make-A-Wish Foundation and is an active member of the Make-A-Wish Real Estate Chapter.

Amanda Gray is a Director of Capital Markets at Invesco Real Estate.

Amanda began her investment career in 2016 and joined Invesco Real Estate in 2018. Prior to joining Invesco, she worked in the real estate banking group at Wells Fargo, where she focused on balance sheet debt originations.

Amanda earned a Business Administration degree with a minor in Psychology from the University of Southern California.

Patrick T. Fitzgerald is a partner at Phillips Lytle LLP and the Co-leader of the firm’s Private Equity Team.  He has decades of experience in the real estate industry, providing legal advice to investment funds, general partners, limited partners, real estate developers and other clients in complex real estate transactions and investment matters. He advises clients on the formation, structuring, and operation of investment funds, and he has a deep understanding of the underlying documents, including partnership agreements, operating agreements and subscription agreements. He is well versed in regulatory compliance issues affecting real estate investment funds and regularly provides guidance on ongoing operational matters, such as investor communications and fund governance. 

Patrick has extensive experience working on all aspects of commercial real estate transactions, including sales and acquisitions, financing, leasing, land use and zoning, easements and covenants, conditions and restrictions. He assists his clients with their matters from start to finish.

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.

Chris is President and Chief Investment of Officer at Taconic. He also leads Taconic’s Acquisitions team. As President, Chris oversees corporate matters across the firm. As Chief Investment Officer, he is responsible for all aspects of Taconic’s acquisition businesses and investments. With 20 years of real estate investment experience, Chris has led or been directly involved in the acquisition of nearly $6 billion of real estate while at Taconic, all in New York City metro area. He is also responsible for deal sourcing and structuring, and oversees all of Taconic’s debt and equity financings, as well as fundraising and rezoning initiatives. Prior to joining Taconic in 2005, Chris was a Bank Officer at M&T Bank where he was responsible for underwriting and sourcing commercial real estate loan opportunities in the New York City metropolitan area. Chris earned a Bachelor of Arts degree in economics from Colgate University.

Jerome Nichols is President of Standard Real Estate Investments, where he is focused on new business development and investment sourcing, in addition to his involvement in all major decisions pertaining to the business. 

Prior to co-founding Standard Real Estate Investments, Jerome spent six years at CBRE Investment Management as a Senior Director and Deputy Portfolio Manager of the CBRE U.S. Development Partners Fund Series. In this role, he served as the lead development sourcing officer for CBRE IM Americas and sourced $6 billion in deal volume. He was actively involved in several initiatives at CBRE IM, including his role as the Chair of the Social Impact Counsel. 

In addition to his time at CBRE IM, Jerome spent six years with The Bozzuto Group, a vertically integrated multifamily development and operating company. He is also a former professional football player.

Jerome is an Alumnus and active supporter of the Robert Toigo Foundation.

He received an MBA from the University of Chicago Booth School of Business and a Bachelor of Science in Business from Wake Forest University.

Patrick is an Executive Director at Morgan Stanley Real Estate Investing where he is responsible for acquisitions in the South Atlantic states for both MSREI’s open-end core fund and its closed-end value-add fund. Prior to Morgan Stanley, Patrick was a Senior Vice President and head of the Washington, DC 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 majored in real estate and finance and graduated with honors.

Michele Pitale, M.D. heads PACE portfolio management with expertise in energy retrofits as well as special applications related to resiliency and green roofs. Prior to focusing on sustainable energy finance, Dr. Pitale was an Assistant Professor at Albert Einstein College of Medicine and a surgeon in the Critical Care Medical Department at the National Institutes for Health in Bethesda, MD. Her background provides a unique perspective and a passion for advancing projects with benefits for community and accretive economics for owners.

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.

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 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, 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.

Manish Shah is a Senior Managing Director at Palladius Capital Management, where he focuses on real estate investment origination and management and oversees legal matters for the firm. Mr. Shah is also a member of the firm’s investment committee and helps to lead the debt and income funds for Palladius.

Mr. Shah has decades of experience investing in real estate across the capital stack. Previously, Mr. Shah served as a principal and manager of numerous real estate investments, including control equity, preferred equity, mezzanine and senior debt investments. His prior experience includes the turnaround of a publicly traded company (acquired NYSE: EMR), where he was responsible for business and real estate acquisitions and divestitures. He began his career in the investment banking divisions of Bear Stearns and Morgan Stanley.

Mr. Shah has served on or currently serves on the Board of Advisors for Yale’s Jackson School of Global Affairs, Harvard’s Real Estate Alumni Board and the boards of public and private technology companies.

Robert has over twenty five years of experience in finance, real estate and management. He was a Principal at Lanesborough Partners and a Managing Director at Bankers Capital Realty Advisors, both New York commercial real estate firm which specialized in placing debt and equity on behalf of developers, owners and operators of substantial properties and has arranged several billion dollars of financing since its inception. Robert held a senior role on the international finance desk at Oppenheimer & Co in New York and began his career with Paramount Capital. He currently serves as the Chief Business Development Officer of FullStack Modular, a leading modular innovator in the design, manufacture, and construction of mid- and high-rise multifamily buildings, hotels, and student housing in urban environments. He was also a Co-Founder of TechPrefab, a modular developer that uses a proprietary, cloud-based. construction platform for the design, procurement, material delivery and installation of homes, multifamily and commercial buildings.  Robert received his MBA from Yale University's School of Management with concentration in Finance, Real Estate & Marketing  and earned a BA in Economics from Yeshiva University.

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.

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.

Sebastian Post is Managing Director and Co-Head of Investments for Lionheart Strategic Management, LLC, the fund management affiliate of Fisher Brothers, and is responsible for sourcing new investments, capital raising, and management of operations. Since joining Fisher Brothers in 2011, Mr. Post has been involved in the creation of the fund management affiliate which has raised over $1 billion from investors. Mr. Post has been involved in the execution of over $2.0 billion of real estate equity investments and over $4.0 billion of real estate credit investments throughout the United States. Mr. Post received a Bachelor of Science in Finance at the University of Central Florida and received a Masters of Science in Real Estate Finance & Investment from New York University.

Carly G. Saviano is a partner in the firm's Real Estate Department. Carly represents all types of clients in the real estate industry, including developers, private equity investors and funds, hedge funds, REITS, public companies, high net worth real estate families and other real estate investors and operators, across all real estate asset classes. She advises on a broad range of complex real estate transactions, including acquisitions, dispositions, joint ventures, preferred equity investments, financings, workout negotiations and restructurings.

Phillip Summers is a Managing Director in the Real Estate and Lodging Investment Banking Group at Lazard. He specializes in mergers and acquisitions, independent director/ special committee assignments, restructuring transactions and other strategic advisory assignments across all major asset classes.

Since joining Lazard in June 2003, Phillip’s clients for strategic mandates have included many leading public and private real estate owners, companies and families, including: Starwood Hotels, Simon Property Group, Sun Communities, Taubman Centers, Blackstone, Margaritaville, Cortland Partners, Echo Realty, Hawkins Way/Found,  Resource REIT, Target, JCPenney, Accor, Centro Properties, Cole Credit Property Trust III, Equity One, Pyramid, Kildare, First Industrial, Goldman Sachs/Whitehall, Town & Country Trust, Orient Express, Pfizer, InTown Suites, Karisma Hotels & Resorts, and Canadian Pension Plan Investment Board.

Phillip is a member of various industry organizations, including the Urban Land Institute and International Council of Shopping Centers, among others.

As Founder and Chief Executive Officer, Michael Sorochinsky is the visionary of CEI and the driving force behind the company’s real estate portfolio. Michael’s investment strategies, business philosophy, and transaction execution diligence has brought about substantial annualized returns to equity.

Michael received his JD from the UCLA School of Law and is based in Denver, Colorado.

Paul M. Fried, Executive Managing Director and Head of Equity Capital Markets, is responsible for leading Greystone’s equity capital placement services. Paul and his team provide advice on structuring creative equity solutions and source institutional equity capital on behalf of real estate owners and developers across all commercial property types.

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.

Lizzie Adams is the Americas Head of ESG for Real Estate Investing within Goldman Sachs Asset Management where she helps define the global ESG strategy, sets in place frameworks, and oversees implementation. She has been working in ESG for the built environment for 13 years and joined Goldman Sachs in 2021. Ms. Adams received a BS in Chemical Engineering from Northeastern University.

Isela Rosales, CAIA, serves as a Managing Director, Head of ESG and Sustainability at Bridge Investment Group, a leading, vertically integrated real estate investment manager, diversified across specialized asset classes. Ms. Rosales leads the firm’s ESG Steering Committee to oversee the development, implementation, and refinement of firm-wide environmental, social and governance initiatives, programs, and practices, driving sustainable investments and operations. She also launched and leads Bridge’s Climate Change Task Force to increase awareness of climate risks and opportunities at all levels of the organization.

Sara Neff is Head of Sustainability for Lendlease Americas, where she is helping the company meet its ambitious goal of achieving absolute zero carbon across every scope by 2040 while creating $250 million of social value by 2025. In 2022, under her leadership Lendlease earned the top residential score in the Americas on GRESB and multiple green leasing awards from the Institute for Market Transformation. Previously, she served as Senior Vice President, Sustainability at Kilroy, where she helped the company achieve carbon neutral operations in 2020. She is a LEED Fellow and holds a BS from Stanford and an MBA from Columbia Business School.

Mr. Moss is a Principal in the Ares Environmental, Social and Governance Group. Prior to joining Ares in 2022, Mr. Moss was a Senior Vice President, Operations and Sustainability at Brixmor Property Group, where he focused on developing and overseeing their ESG program and climate change strategy, directed portfolio wide operations and sustainability initiatives, and led environmental risk and liability management. Previously, Mr. Moss was a Senior Project Manager at Roux Associates, Inc, where he focused on advising clients in a variety of industries related to legacy contamination issues and environmental aspects of property transactions and development. Mr. Moss holds a B.A. from Colgate University in Geology and an M.E.S. from the University of Pennsylvania in Environmental Studies. Mr. Moss is a licensed professional geologist in the State of New York.

Cary has 20+ years of experience in different facets of commercial real estate ranging from structured finance to design and development.  Currently Cary is a Managing Director of CRE Capital Markets, Trading & Syndication at Starwood Capital.  His current responsibilities including pricing, structuring and capital commitment for the acquisition and sale of CRE debt for the Starwood REIT.  He is also responsibility financing and sales efforts of whole loans via private sales and the CMBS market as well as managing the warehouse lines for the REIT.

Prior to joining Starwood Cary was a Partner at Coastal Capital (2009 to 2010) where he managed the process of acquiring performing, sub-performing and non-performing CRE debt.  From 2004 to 2008 Cary was an Executive Vice President with Countryside CRE Finance and was responsible for the pricing, structuring and sale of all fixed and floating rate high yield commercial real estate debt.  

Prior to joining Countrywide Cary was a Partner at Coastal Capital Partners; a Managing Director for Precept Corporation, Vice President of Structured Finance at Nomura Asset Capital; Senior Consultant at Deloitte and Touche; Project Designer for The SWA Group and Sasaki Associates.

Cary earned an M.S. in Real Estate Development and Finance from Columbia University in 1993 and a Bachelor of Landscape Architecture from Kansas State University in 1988.

Dean Allara has served as one of Bridge Investment Group Holdings Inc.'s directors since its formation and is the Head of Client Solutions Group and a Partner of the Operating Company. Mr. Allara has been a principal of BFG since 1996. Mr. Allara currently serves on the investment committees for the general partners of Bridge Multifamily Funds III and IV, Bridge Workforce Funds I and II, Bridge Seniors Housing Funds I, II and III, Bridge Office Funds I and II, and Bridge Opportunity Zone Funds I, II, III and IV. He has over 30 years of experience in the real estate investment process including analyzing, capital raising, acquiring, financing, developing, managing, improving and selling properties. Mr. Allara has been directly responsible for capital raising and investment of over $5.0 billion in multifamily, seniors housing, single family residential, commercial office, resort, golf, hotel, and retail properties. Mr. Allara has experience in real property development including permits and zoning, master planning, debt financing, insurance, construction management, homeowners' association management, marketing, and residential sales. Mr. Allara received his Bachelor of Science degree in Business Administration from St. Mary's College with a year spent at Loyola University of Rome and his Master of Business Administration from Santa Clara University including studies at University of Tokyo.