Dan Sullivan leads PwC's Financial Markets & Real Estate (FMRE) practice, a global team of 500+ financial products and real estate specialists who use data and technology to resolve complex problems across the financial instrument and real estate lifecycle.
PwC’s FMRE practice serves the market for alternative products, including the world’s largest banks, alternative asset managers, insurance companies, and corporate treasury functions. Dan’s team helps clients make better decisions around managing and investing in Real Estate and other financial products. His team has worked on the most complex real estate debt and equity deals, as well as helped large investors modernize their finance and investment infrastructure and establish hedging and risk management programs. Dan’s practice also leads PwC’s efforts for real estate and financial instrument valuation inclusive of real estate (debt & equity), private equity and credit, and derivatives.
Dan is a Chartered Financial Analyst.
Krystyna M. Blakeslee is a partner in the Real Estate Department and Chair of the Real Estate Finance practice group, where she focuses on commercial real estate finance and investment. Ms. Blakeslee has been the lead lawyer on some of the country's largest and most high-profile commercial real estate transactions in recent years. She has particular concentrations in the origination, acquisition and disposition (including securitization and syndication) of mortgage loans, mezzanine financings and subordinate debt, post-closing modifications, restructurings and workouts and loan sales and purchases. Ms. Blakeslee has experience in representing domestic and foreign real estate companies, funds, and institutional lenders, investment banks, life insurance companies, commercial banks, loan servicers and investors across all asset classes. Ms. Blakeslee has experience with data centers, retail, office, hospitality, assisted living/nursing care and condominium properties, as well as construction financing, TIC structures and ground lease transactions. She is also experienced in handling joint venture investments and acquisitions of real estate assets, including hotels, and advises funds in connection with their investment and financing activities in real estate.
Ms. Blakeslee is ranked as a leading practitioner in the area of Real Estate Finance (New York) by Chambers USA (2022). She is also recognized by The Legal 500 U.S. (2022) and was ranked as a "Next Generation Partner." In 2021, Ms. Blakeslee was honored as a "Notable Veteran Executive" by Crain's New York, and in 2018 she was recognized as a "Working Mother of the Year" in the October/November issue of Working Mother.
Ms. Blakeslee previously served as a sergeant in the U.S. Marine Corps and also served in Iraq.
Justin Pattner (San Francisco) joined KKR in 2011 to help form KKR's Real Estate Platform. He is the Head of Real Estate Equity in the Americas and oversees all aspects of the business, including acquisitions, asset management and fundraising. He sits on KKR's Real Estate Investment and Portfolio Management Committees across both Equity and Credit products in the Americas. Prior to joining KKR, Mr. Pattner was at Eton Park Capital Management where he focused on real estate and real estate related opportunities. Prior to Eton Park, he worked at Lehman Brothers in the real estate private equity group (LBREP) as well as at Lubert Adler Partners. Mr. Pattner graduated magna cum laude from the University of Pennsylvania where he received a B.A. in Economics. Mr. Pattner is currently a member of the Urban Land Institute and the Fisher Center's Policy Advisory Board.
As global inflation hits its highest levels in 40 years and rising interest rates put an end to the post-Covid deal-making surge, discover today’s most promising investment opportunities while also gaining an understanding of major challenges and strategies for success. Key topics to be discussed include:
Chester P. Lee is co-chair of Duane Morris' Real Estate Practice Group. Mr. Lee practices in the area of real estate law, providing strategic and legal advice for all types of commercial real estate transactions. Mr. Lee has represented both lenders and borrowers in secured financings and loan restructurings, including construction loans, Real-Estate-Owned properties (REOs), leasehold financings, debtor-in-possession loans, exit financings, project financings and mezzanine debt.
Mr. Lee also has counseled clients acquiring, disposing and/or developing real property, including ground-lease and sale-leaseback transactions (including sale-leasebacks involving call centers and medical facilities). Many of these matters involved purchases of multiple sites located in numerous jurisdictions. He has represented many foreign investors (including those from China, Russia and France) in their initial acquisitions and developments of projects in the United States (such as retail and manufacturing sites). He also has worked with landlords, tenants and subtenants in the leasing and subleasing of real estate assets, including built-to-suit facilities, retail locations and warehouse and distribution centers.
Mr. Lee has represented international and domestic investors in natural resource acquisitions, including uranium and coal mining projects. Mr. Lee has counseled clients in the financing of energy assets such as wind farms and propane gas distribution facilities.
Known for his passion and tenacity, David R. Weinreb is an entrepreneur and respected leader who since 2020 has been the Chairman of Weinreb Ventures, a multi-faceted investment and advisory firm with a focus on creating and enhancing real estate that will stand the test of time. Mr. Weinreb previously
served as co-founder, CEO and a member of the Board of Directors of The Howard Hughes Corporation from 2010 to 2019. Mr. Weinreb directed the company’s efforts since its inception, building a portfolio of some of the most sought-after real estate in the country and growing the company’s share price
over 300% during his tenure.
While at Howard Hughes, his vision, leadership, and acumen led him to be honored with the 2013 Ernst and Young Entrepreneur of the Year® Award in Real
Estate for the region. Additionally, he was named as one of the Top 200 CEOs in the U.S. by ExecRank and listed multiple times in the Commercial Observer Power 100 as one of the most powerful people in New York City real estate. His accomplishments at HHC include the successful transformation of the Seaport District in Lower Manhattan into one of the city’s leading destinations for unique
hospitality and entertainment experiences, such as the Rooftop at Pier 17, which was named the country’s “Best New Concert Venue” in 2019 by Pollstar. Prior to leading the emergence of The Howard Hughes Corporation as a publicly traded company, Mr. Weinreb spent 17 years creating and running his own investment firm, TPMC Realty.
Mr. Holm is a Partner and Co-Head of U.S. Investments in Ares Real Estate, where he serves as a Co-Portfolio Manager of the U.S. opportunity funds and leads the group's equity investment activities across the Northeastern and Mid-Atlantic U.S. Additionally, he serves as a member of the Ares Real Estate Global and U.S. Development and Redevelopment Fund II Investment Committees and the Real Estate Debt Investment Committee. Prior to joining Ares in 2013, Mr. Holm was a Principal at AREA Property Partners, where he focused on sourcing and executing real estate investments across asset classes for AREA's equity and mezzanine debt businesses. Previously, he was an Analyst at Lazard in the real estate investment banking group. Mr. Holm serves on the Board of Trustees of the Ethical Culture Fieldston School. Mr. Holm holds a B.A., summa cum laude, from Harvard College in Government.
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).
Mr. Yagerman leads strategy and execution across Roofstock’s investment platform. This includes new business development with institutional asset owners in the real estate investment industry as well as driving strategy, structure, formation, and distribution across Roofstock’s suite of proprietary investment products targeting institutional and retail investors.
Prior to Roofstock, Mr. Yagerman was an Executive Director for Invesco Private Capital and Head of Business Development for the group. In this role, he led a variety of global functions, including product development and structuring, client and market strategy, business development, investor relations, and fundraising across the private capital business.
Prior to Invesco, he held the position of Senior Vice President of Investor Relations and Business Strategy at Aegean Marine Petroleum Network Inc., now owned by Mercuria. Before that, he was an Executive Director and Senior Client Portfolio Manager at J.P. Morgan Asset Management, in charge of strategy and business development for transportation and maritime investing. Earlier in his career, Mr. Yagerman held the position of Senior Equity Research Analyst covering the transportation and shipping industries at several firms, including Bear Stearns & Co. Inc., Wachovia Securities (now Wells Fargo), and most recently, Deutsche Bank Securities Inc.
Mr. Yagerman was recognized for his research by Institutional Investor magazine, as well as StarMine, and has made television appearances on both CNBC and Bloomberg. He has been in the financial services industry since 2001.
Mr. Yagerman earned a bachelor’s degree in government from Cornell University.
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Currently there is over $2 trillion of dry powder in the US available for real estate investment but investors face a challenging environment with significantly reduced dealmaking activity and returns.
Elizabeth Bell is a Principal on Hamilton Lane’s Real Assets team, where she is responsible for due diligence of primary, secondary, and co-investment opportunities in real estate.
Prior to joining Hamilton Lane in 2022, Elizabeth was a Managing Director with Jaguar Growth Partners where she was responsible for leading Latin American real estate private equity investments. Previously, Elizabeth was an Investment Manager at Aberdeen Asset Management on the Property Multi-Manager team and was a Vice President at Equity International, responsible for investing in emerging markets real estate companies. Earlier in her career, Elizabeth was an Associate at real estate private equity firm, JER Partners, and an investment banking analyst at Deutsche Bank.
Elizabeth received her M.B.A from the Wharton School at the University of Pennsylvania and an A.B. from Princeton University.
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).
An internationally recognized expert, since 1985, Mr. Jones has provided complex income-producing commercial property valuation, expert testimony, litigation support, ad valorem property tax counseling and representation, appraisal review, investment advice, marketability analysis, and feasibility analysis, including highest and best use analysis for virtually all types of commercial, industrial, residential, and special purpose real estate, on behalf of financial institutions, REIT’s, government entities, publicly traded companies, and
private concerns.
As a former President of the Florida Association of Property Tax Professionals, and an inaugural member of the Florida TaxWatch Tax Advisory Council, Mr. Jones has addressed the Florida Cabinet, Legislature, and various state agencies on property tax policy, technical matters, and issues impacting taxpayers. In 2008, the
Association successfully collaborated with other influential groups to change Florida law affecting how the assessors must develop and support valuations in defending challenged assessments, “leveling the playing field”
by lowering the burden of proof for taxpayers in assessment challenges, and requiring the development of uniform rules, policies, and procedures for Value Adjustment Boards across Florida’s 67 counties to improve
fairness in taxation for all Floridians. In 2011, Mr. Jones served on the Florida Governor’s Tangible Personal Property Taskforce. In 2012, the Florida legislature sought Mr. Jones’ counsel on comprehensive property tax
reform legislation.
For eight years, Mr. Jones taught Appraisal Valuation in the Nathan S. Collier Master of Science in Real Estate (MSRE) degree program at the University of Florida. The UF MSRE program has been consistently ranked in the Top Ten of all university real estate programs in the US since the 1960’s and was named the top real estate master’s degree program in the US in 2018, 2019, 2020, and 2021. Mr. Jones has been a reviewer for the most widely used university real estate textbook, Real Estate Principles: A Value Approach by David Ling, Ph.D., FRICS
and Wayne Archer, Ph.D. In addition, Mr. Jones taught the appraisal course for the Florida Bankers School for five years. The purpose of the Florida School of Banking (FSB) is to provide bank personnel at the supervisory and officer level the opportunity to increase their knowledge about the banking industry and the economy.
In 2017, after ten years of collaborative scholarship and hundreds of cases, Mr. Jones and Michael J. Mard, CPA/ABV, CPCU pioneered an industry breakthrough. They successfully bridged the differences between
professionally accepted business and real property valuation methods to create the Daubert-tested Authoritative Allocation Method for identifying, separating, and quantifying real property, tangible personal
property, and intangible assets frequently bundled in real property ownership transfers.
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.
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.
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.
Joel Traut (New York) joined KKR in 2015 and is a member of the Real Estate team. He serves as Head of Originations for KKR Real Estate Credit and is responsible for business development, the origination process and team coordination across the real estate direct lending business. In addition, he is involved in sourcing, underwriting, negotiating and structuring debt investments across all credit products, asset types and geographies. Prior to joining KKR, Mr. Traut spent thirteen years at GE Capital, most recently as a region manager at GE Capital Real Estate, where he led their northeast commercial team. He focused on investing in real estate credit strategies including first mortgage and mezzanine loans. He joined GE in 2002 as part of GE Capital's financial management program and during his tenure worked across multiple GE Capital business segments including: commercial real estate, aviation services, and commercial finance corporate. Mr. Traut graduated summa cum laude from the University of Kentucky and holds a B.B.A. in Finance and Marketing. Mr. Traut serves on the University of Kentucky Gatton College of Business and Economics’ Finance Advisory Board. Mr. Traut is currently a member of the Urban Land Institute, Commercial Real Estate Finance Council, and National Association of Industrial and Office Properties ('NAIOP') where he sits on its Capital Markets Council.
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Grab a plate of mouth-watering cuisine, strike up a conversation with someone new, and make the most of this fantastic opportunity to expand your network and forge lasting connections.
Since the onset of the pandemic, capital market swings have been substantial – as markets initially braced during the pandemic, then boomed in the subsequent reopening-recovery, before pulling back on monetary tightening. One of the most affected and dynamic segments of the capital markets, commercial real estate (CRE) has garnered investor attention as both an area of opportunity and risk. Hear from Omar Eltorai, Director of Research at Altus Group, on key trends shaping private market CRE investment, from fund formation, fundraising, and capital deployment, to property and fund performance.
Omar Eltorai is the Director of Research at Altus Group, a provider of commercial real
estate asset and fund intelligence. With more than a decade of experience in the
industry in investment management and financing roles, Omar's focus at Altus is on
macroeconomic, capital and market trends affecting the US CRE market.
Attend the sessions that interest you the most. After the morning plenary sessions, attendees are invited to explore the following three themed forums. Attendees can attend any forum they like and are encouraged to move between them throughout the afternoon. To get involved, simply head to the designated location and join the conversation.
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