September 25, 2024 | LOS ANGELES

26th Real Estate Private Equity Summit: West

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Senior-level gathering for Real Estate Asset Managers, Private Equity Firms, Institutional Investors, Lenders, Owners & Developers

Discover unparalleled insights and strategies at iGlobal Forum’s 26th Real Estate Private Equity Summit: West. As the premier gathering for Real Estate Investors, Institutional Investors, Lenders, Owners, and Developers, this summit offers a unique opportunity to gain a competitive edge in the industry. With a meticulously crafted program curated by our esteemed Advisory Board, you'll uncover high-level strategies and navigate industry challenges for success in 2025 and beyond. Forge invaluable connections during dedicated networking sessions and dive into interactive panels and executive exchanges to:

  • Gain insights into key trends and structural drivers shaping the CRE landscape in California.
  • Discover the best investment strategies and assets suited for the current market conditions, including the role of proptech and AI integration.
  • Understand the evolving lending landscape, including the sources of capital available in 2024, and how LPs are evaluating managers and allocating investments.
  • Develop an ESG-friendly portfolio that aligns with investor demands, drives returns, and meets sustainability goals.
  • Explore effective strategies for managing distressed assets and navigating fundraising challenges amidst record lows and mega-fund dominance.

You will also delve into the latest industry deals, financing structures, and return opportunities across different asset types, locations, and risk profiles. Reserve your spot now and don't miss out on this opportunity to network with industry leaders.

 

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Inside the Minds of Pension Fund Titans: CalSTRS and LACERA

Join us for an unparalleled event featuring keynotes from two of the most influential pension funds in the world. CalSTRS, the largest educator-only pension fund globally, managing $317.8 billion in assets and LACERA, the largest county retirement system in the United States, overseeing $75.9 billion in assets. Don’t miss your chance to gain insider knowledge and strategies from the giants of the pension fund industry.

Julie Donegan

Director of Real Estate

California State Teachers' Retirement System (CalSTRS)

Mike Gatto

Member of Board of Investments

Los Angeles County Employees Retirement Association (LACERA)

Julie Donegan

Julie Donegan brings over 20 years of institutional investment management experience to her role as Real Estate Investment Director at the California State Teachers’ Retirement System (CalSTRS). With a proven track record in the real estate industry, Donegan has held progressively responsible positions in leading firms, establishing strong relationships with strategic partners and fostering consensus across organizational levels. In her capacity, Donegan executes the board’s Real Estate Investment Policy and advises on portfolio management strategies, representing CalSTRS on advisory boards and industry forums. Donegan's commitment to advancing diversity, equity, and inclusion in real estate aligns with CalSTRS’ mission to secure the retirement of California’s public educators. She holds a bachelor’s degree in business management from the University of Phoenix’s Sacramento and  a professional advancement certificate in Oracle database management from California State University, Sacramento.

Mike Gatto

Mike Gatto, a former California State Assembly Member and current overseer of LACERA's $75 billion retirement fund, boasts a career marked by legislative prowess and legal victories. With eight successful elections and four terms in the Assembly, he chaired influential committees, shaping policy in consumer protection, privacy, and utilities. Gatto authored 55 laws, including significant legislation, showcasing expertise in government finance, technology, and cybersecurity.

Gatto's commitment to public service extends to various roles in congressional and mayoral administrations, alongside active participation in boards and educational institutions. Mike also remains dedicated to community and family life in Southern California.

Keynote Speaker - Justin Pattner

Justin Pattner
Justin Pattner
Head of Real Estate Americas
KKR

Join us to hear from Justin Pattner, the dynamic force behind KKR's Real Estate Platform since 2011, leading as the Head of Real Estate Equity in the Americas. With an extensive background including pivotal roles at Eton Park Capital Management and Lehman Brothers, Justin brings unparalleled expertise to oversee all facets of acquisitions, asset management, and fundraising at KKR.

Special thanks to our advisory board members

Puja Sohi

Co-Founder, Core Family Office

Melissa Gutierrez-Sullivan

VP, Head of ESG, CIM Group, Chair of Board of Directors, USGBC California, and Co-Founder, Green Network

Howard Kozloff

Principal and Founder, Agora Partners

Jonathan Barach

President and Co-Managing Partner, Vista Investment Group

Pete Kutzer

Co-Founder and Managing Partner, Edgewood Realty Partner

Alex Yarmolinsky

Chief Financial Officer, Pacific Urban Investors

Berkano S. Kleymeyer

Principal, Ballista Partners

Puja Sohi

Co-Founder, Core Family Office

Puja Sohi is a visionary CEO and co-founder of Core Family Office, where she combines her extensive experience in relationship management with her financial expertise to provide outstanding financial advisory services to families and business owners. With a deep commitment to her clients and a proven track record of success, Puja is a respected leader in the financial industry.

Before founding Core Family Office, Puja worked with reputable institutions such as Washington Mutual and Bank of America, where she developed the skills to build and maintain strong relationships with clients. Her unwavering dedication to providing strategic and personalized financial guidance has earned her the trust of countless families and business owners.

Puja's financial expertise spans a broad range of topics, but she has a particular passion for promoting fiscal responsibility and tax education for future generations. Her insights and guidance have helped her clients navigate complex financial challenges and achieve their long-term goals with confidence.

Beyond her work, Puja enjoys spending quality time with her family and her furry companions. She has a love for poker, dance, and music, and she is committed to giving back to the community through her involvement in free meal service at her favorite temples.

Overall, Puja Sohi is an innovative and inspiring leader in the financial industry, with a reputation for delivering exceptional results for her clients. Her unwavering commitment to excellence, combined with her passion for helping families and business owners achieve financial success, make her a truly exceptional professional.

Melissa Gutierrez-Sullivan

VP, Head of ESG, CIM Group, Chair of Board of Directors, USGBC California, and Co-Founder, Green Network

Melissa Gutierrez-Sullivan serves as a Vice President, Head of Environmental, Social, and Governance at CIM Group®. In this position she is responsible for creating and maintaining a comprehensive ESG plan for CIM, setting related goals for the organization and managing ESG reporting and communication.

Prior to joining CIM, Ms. Gutierrez-Sullivan served as a Vice President of Cushman & Wakefield’s Global Occupier Services Sustainability and Wellness Practice, where she led the Southern California region and collaborated on a wide range of sustainability related programs. She also co-founded the Los Angeles-based Women in Green networking group.

Ms. Gutierrez-Sullivan earned a Bachelor of Arts degree in English Literature and Culture from University of California, Los Angeles. She is a LEED Accredited Professional, WELL Faculty, WELL Accredited Professional and a Fitwel Ambassador.

Howard Kozloff

Principal and Founder, Agora Partners

Howard Kozloff is a Principal and the founder of Agora Partners. With over twenty years of consulting and development experience, Howard works both nationally and internationally at the intersection of urban planning and real estate development, or entrepreneurial planning. He identifies and creates value-add opportunities in urban environments by providing solutions for challenging real estate scenarios. With experience as both principal and advisor, Howard works across asset types, geographies, and scales with public agencies and municipalities, developers, private landowners, private equity funds, family offices, commercial and investment banks, and philanthropic funds.

Past positions that Howard held prior to Agora Partners include management and leadership roles with boutique entrepreneurial firms, large public REITs, and institutional funds. These include Director of HH Development Strategies and Director of Operations at Hart Howerton, an international planning and design firm; Development Manager at both The Martin Group and Macerich (MAC), both Southern California-based real estate firms focused on urban infill and retail development, respectively; and Project Manager at BRV Corp., a placemaking consulting firm  that creates, redevelops, and operates parks, public spaces, neighborhood streetscapes, and the public realms of mixed-use developments.

Howard holds a Master of Urban Planning from Harvard University, a Master of Science in Real Estate Development from Columbia University, and a dual Bachelor of Arts in Urban Studies and Design of the Environment from the University of Pennsylvania. Howard previously served as an adjunct faculty member at the University of Pennsylvania, Columbia University, and the University of Southern California. In addition, he has published over 50 articles and dozens of speaking engagements in the areas of opportunistic planning and urban redevelopment.

Jonathan Barach

President and Co-Managing Partner, Vista Investment Group

Jonathan J. Barach, President and Co-Managing Partner of Vista, oversees all investment activities of the firm and is responsible for its growth. Prior to founding Vista, Jonathan was a Manager at Barclays Capital Real Estate in Los Angeles where he originated debt financing for institutional private equity funds and local operators including CMBS, mezzanine, bridge, and JV equity structures. Previously, he was an Associate at FTI Consulting in their downtown LA office, a publicly-traded turnaround, valuation, and distressed advisory firm. Jonathan is also a Chartered Financial Analyst. 

The principals directly oversee all investment functions, including acquisition, due diligence, financing, asset management and disposition, and commit their own capital to every deal.

Pete Kutzer

Co-Founder and Managing Partner, Edgewood Realty Partner

Pete Kutzer is Co-Founder and Managing Partner of Edgewood Realty Partners, and is the founder and President of The Kutzer Company (TKC). Mr. Kutzer received a B.A. in Economics with High Honors from the University of California at Berkeley, and an M.B.A. from the Harvard Business School. Mr. Kutzer was formerly employed in the real estate investment banking group at Morgan Stanley & Co. in Los Angeles. Mr. Kutzer is a member of the International Council of Shopping Centers, the Urban Land Institute, serves on the Board of Directors of Muse/Ique, and as Vice President of the South Pasadena Preservation Foundation. Mr. Kutzer has held leadership positions on numerous boards and charitable organizations, including the Armory Center for the Arts, the Institutional Review Board of Huntington Memorial Hospital, Young & Healthy, and as President of the Board of Education of the South Pasadena Unified School District. He is also actively involved in youth athletics.

Alex Yarmolinsky

Chief Financial Officer, Pacific Urban Investors

Mr. Yarmolinsky serves as the Chief Financial Officer for Pacific Urban Investors. Mr. Yarmolinsky previously served as the Chief Executive Officer of Hanover Real Estate Investors and before that as the Executive Vice President and Chief Financial Officer of Marcus & Millichap Company (MMC), Pacific’s parent company.  He has been with MMC since 2005 and was responsible for overseeing their finance function, including real estate finance, accounting, taxation and treasury.  Beyond his executive responsibilities, Mr. Yarmolinsky has served on MMC’s Board of Directors and Investment Committee since 2010. Prior to joining Marcus and Millichap Company, Mr. Yarmolinsky worked in public accounting at Burr, Pilger and Mayer, where he began his career in 1999. He received his Bachelor’s degree from the University of San Francisco and holds a Master of Science from Golden Gate University. Mr. Yarmolinsky is a Certified Public Accountant (inactive) and a full member of ULI. He also serves on Tax Committees for The Real Estate Roundtable and NMHC.

Berkano S. Kleymeyer

Principal, Ballista Partners

Impactful Sessions Combined with Powerful Networking

Power Players Talks

Unlock insights from the leading minds in US real estate

Maximize Your Time

Dive deep into the hottest opportunities in the market today

Fast Paced Sessions

Keep your conference experience engaging and dynamic

150 +
Attendees
35 +
Speakers
4 +
Hours of networking

Key Topics Covered

  • Navigating California's Real Estate Landscape: Key Strategies for Multifamily, Office, Hospitality & Retail Investors
  • Breaking Through: How to Secure Capital Amid Record Lows & Mega-Fund Dominance
  • Achieving Net-Zero: Unlocking the Power of Sustainability and Proptech in Commercial Real Estate
  • Future-Proofing Real Estate: Harnessing AI Beyond Data Analytics for Success

Network With Leading

  • Real Estate Private Equity Firms
  • Real Estate Owners & Developers
  • Pension Plans & Insurance Companies
  • Endowments & Foundations
  • Mezzanine & Private Debt Providers
  • Investment Banks & Senior Lenders
  • Hedge Funds & Asset Managers
  • Family Offices & HNWIs

Speaker & Attendees Testimonials

“This is a great event with great speakers, some of the biggest and best in real estate. I am looking forward to hearing what they have to say and working with like-minded people. These types of formats that really foster discussion and people to participate.”

Chealsea Mandel, Co-Founder & Managing Director, Ascension

"The significance of these events is more around networking, meeting other people in your professions, learning from one another, and learning from the expertise they put together at the speakership.”

Michael Cartwright, Founder and Managing Partner, C2 Strategies

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