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March 26, 2024 | NEW YORK CITY

Agenda - Eastern Standard Time

Register Today

8:00 am - REGISTRATION & NETWORKING BREAKFAST

8:45 am - CHAIRPERSON’S WELCOME & OPENING REMARKS

9:00 am - OPENING KEYNOTE INTERVIEW: Essential Round Up Of The Year’s Most Important Deals

This discussion between two leading minds in US real estate will explore the trends driving the biggest deals happening today. You will also hear about the headwinds and tailwinds in the market, what returns are being offered across different sectors and investment types, and where dealmaking is likely to pick up next.

 

Interviewer

Dan Sullivan

Partner – Financial Markets

PwC

Dan Sullivan leads PwC's Financial Markets & Real Estate 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. Dan is a Chartered Financial Analyst. 

Victor Calanog

Global Head of Research & Strategy, Real Estate Private Markets

Manulife Investment Management

Prior to working at Manulife, Victor served as Head of Commercial Real Estate Economics at Moody’s Analytics; prior to the acquisition by Moody’s in October 2018, he served as Chief Economist and Senior Vice President at REIS. Through all of his roles, Dr Calanog led the creation and implementation of estimation and forecasting models for real estate markets; valuation and risk platforms for portfolio analytics; and served as a key spokesperson for clients, the industry, and media through thought leadership initiatives.

Dr Calanog’s work has received awards and fellowship support throughout his career, from the Ford Foundation, the Russell Sage Foundation, and centers for international business research. He served as contributor and peer reviewer for several academic journals, with scientific papers published in peer-reviewed journals like the Journal of Banking & Finance, the Journal of the Risk Management Association, the Journal of Property Investment & Finance, and the Journal of Portfolio Management. His assessments of market conditions have appeared in major international publications like the Wall Street Journal, the New York Times, Financial Times, and the Economist. His industry columns have won honors from the American Society of Business Publication Editors (ASBPE) and the Risk Management Association (RMA). He serves as Chair of the Mortgage Bankers Association’s Life Company Council, Affordable Housing Committee, and Investment Committee; as Managing Editor for the CRE Finance Council; and on the Economic Advisory Board of the Counselors of Real Estate®. He is a Fellow of the Royal Institute of Chartered Surveyors, and has published over 200 monographs, articles, and books on commercial real estate.

 

9:30 am - INTERACTIVE PANEL: Key Trends & Structural Drivers Impacting The CRE Space

How can you know what makes sense in a world where everything is changing, and the market is so hard to predict? Hear the opinions of the industry’s leading real estate professionals on the outlook for rates, inflation and policy, and their implications for real estate investments through 2024 and beyond.

  • Market snapshot - How will market fundamentals shift across various parts of the CRE capital spectrum? Is now the time to be investing in equity and/or debt?
  • How concerns around inflation and anticipated interest rates are affecting investment decisions - Is pricing being reset and are sellers and borrowers being realistic?
  • Private equity vs. credit - analyzing a market where credit is the hottest asset class and is delivering equity-like returns
  • How geopolitical events will impact CRE investing in the US
  • The impact of the demographic move from north to south
  • Should you be increasing or decreasing your risk appetite?

Moderator

Jay Neveloff

Partner

Kramer Levin Naftalis & Frankel

Jay A. Neveloff advises a broad range of clients involved with the development, ownership and financing of real estate projects, including high-profile mixed-use, commercial, retail, and residential projects in New York City and throughout the country. A nationally recognized transactional lawyer, Jay represents institutional and private equity funds, as well as other investors, in joint ventures, in the acquisition and sale of property, including portfolios of properties, and in connection with a broad variety of developments. He also represents major international funds and financial institutions in commercial lending transactions, preferred equity investments, loan restructurings and workouts.

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.

Tal Peri

Head of U.S. East Coast & Latam

Union Investment Real Estate

Tal Peri is a senior real estate investment and finance professional with over 20 years of industry experience across markets and product types. Tal has closed more than $5 billion of real estate transactions. He serves as Head of U.S. East Coast and Latin America for Union Investment Real Estate in their New York office with the primary responsibility of overseeing equity investment activities in these regions. Union Investment is the largest open-ended real estate fund in Germany with a global real estate AUM of $55 billion and a US AUM of $6 billion. Prior to this role, Tal was an Associate Director at WestLB, New York, where he was responsible for real estate acquisition and development finance transactions.

Abbe Borok

MD, Head of US Debt

BentallGreenOak

Abbe Borok is managing director and head of US debt for BentallGreenOak, where she is responsible for managing all core, core plus and high-yield debt strategies as well as management and business development activities. When Borok assumed this position in May 2021, she was overseeing the management of about $10 billion of mostly low-yield loans throughout North America on behalf of Sun Life, the parent company of BGO, with a mandate to develop a vertically-integrated US debt platform. Since then, she has expanded the platform into higher-risk strategies and successfully launched BGO’s first value-add fund in the US, which she counts among her biggest recent accomplishments. Borok has built out a talent roster to support a vertically-integrated commercial real estate debt platform spanning underwriting, originations, capital markets, product development and asset management to leverage BGO’s existing $30 billion-plus US real estate equity platform to delve deeper into the debt markets and source consistent credit deals in its target geographies.

Elliot Rishty

Managing Director & US CEO

Vanke US

Vanke US is a sophisticated and deeply experienced investment manager founded in 2013 focused on commercial and residential real estate investments in coastal gateway metropolitan markets.  The company has built a reputation in the US for being a trusted strategic partner to national and regional developers and operators, investing “smart capital” and offering value-add services to development and repositioning projects in various equity and debt positions in the capital stack.  Vanke US is the US affiliate of China Vanke Co. Ltd, one of the largest real estate development, investment and service companies in the world most recently ranked #173 on Fortune’s Global 500 List. 

 

Elliot leads all aspects of Vanke’s US business, overseeing management of Vanke’s operations and investment program throughout the United States and leading efforts to develop and implement a strategic vision for Vanke’s expansion in the US market.    Mr. Rishty brings a unique perspective and broad range of experience to the Vanke, having served in various leadership roles since first joining Vanke in 2016, initially as US General Counsel and, subsequently, as its US Chief Operating Officer.  Prior to joining Vanke in 2016, Elliot served as Real Estate Counsel for the Hearst Corporation, where he was responsible for all legal matters relating to the corporation’s real estate portfolio and operational needs.  He began his professional career an Associate in the Real Estate Department of the law firm, Willkie Farr & Gallagher, representing developers, operators, private equity firms and REITs in billions of dollar of real estate transactional activities.  Elliot obtained his J.D. from Harvard Law School and his B.A. in Economics from Rutgers University. 

10:10 am - NETWORKING BREAK

10:50 am - INTERACTIVE PANEL: Building A Climate- & ESG Friendly Portfolio That Meets Investor Demands & Drives Returns

Investor demand and government policies are driving the CRE community to integrate climate risk and ESG into their strategies. Hear how these issues are driving investment decisions and impacting portfolios.

  • Knowing which environmental and ESG issues are most important to LPs so you can align your initiatives with investor demand
  • Ensuring your sustainability initiatives have a positive effect on your returns and portfolio value
  • Collaborating with government policies regarding climate issues
  • Strategies and financing options to lower your energy costs and carbon footprint

Moderator

Brad A. Molotsky

Partner

Duane Morris

Brad A. Molotsky practices in the area of real estate law. He serves as the team lead for the Duane Morris Project Development/P3 industry group and as co-head of the firm's Opportunity Zones practice group. Mr. Molotsky’s primary practice is focused in the areas of opportunity zone fund creation and fund deployment, financing, public private partnership (PPP or P-3), real estate joint ventures (including mixed-use, life sciences and multi-family development), commercial leasing (including a focus in cannabis leasing), and acquisitions and divestitures. He also has deep experience in environmental, social, governance, public company issues such as enterprise risk, internal audit, compensation, as well as energy efficiency, sustainability and corporate social responsibility. Prior to joining Duane Morris and for nearly 20 years, Brad served as executive vice president, general counsel and corporate secretary of Brandywine Realty Trust. At Brandywine, Mr. Molotsky was responsible for all legal operations of the company, including acquisitions and divestitures, financings, joint ventures, board matters, insurance procurement, litigation oversight, SEC filing oversight and the legal aspects of capital raising. During his tenure, the company grew from 40 buildings to approximately 300 buildings, totaling 28 million square feet. In 2020, Mr. Molotsky was named a national influencer in the Opportunity Zone space by OZ Magazine and won The Philadelphia Inquirer Influencers of Law Award for Real Estate. He was also named by The Philadelphia Inquirer as an Influencer of Real Estate for Real Estate Legal Excellence in 2019. He was also named in The Legal Intelligencer's list of Pennsylvania Trailblazers for 2019. Mr. Molotsky was named one of Philadelphia Business Journal's 2018 "Best of the Bar: Top Lawyers in Philadelphia. He was also named General Counsel of the year by the Philadelphia Business Journal in 2014 and NJBIZ in 2013 and was awarded the Martin Luther King Community Service award in 2014, the Township Sustainability Leader Award in 2016 and the Roger Davis Community Service Award in 2017.

Hyon Rah

Head of Sustainability, US Real Estate

DWS Group

I am a trained architect and water resource manager who has been advising investors, asset owners, public sector entities, and NGOs on organizational and operational sustainability for ~20 years. Having lived in seven countries and worked in over 20 in five languages, I am mindful of both the localized nuances and overarching contexts in my approach and the potential impact of various strategies on the environment, people, communities, and investments. As we inch closer to 2030, I am keen to support and partner with others to secure a sustainable and resilient future together.

Uma Moriarity

Senior Investment Strategist & Global ESG Lead

CenterSquare Investment Management

Uma Moriarity is the Senior Investment Strategist and Global ESG Lead for CenterSquare Investment Management. She focuses on investment strategy across the firm’s public and private real estate investment platforms, is an active thought leader for the firm, and is part of the listed real estate investment team. Additionally, she leads the firm’s Environmental, Social, and Governance (ESG) strategy to incorporate ESG into the decision-making and management of listed and private real estate investments to create long-term value, reduce risk, and generate superior risk-adjusted investment returns. Prior to joining CenterSquare, she spent three years in corporate strategy and planning at ExxonMobil in Houston. Uma graduated from The Pennsylvania State University with Interdisciplinary Honors and High Distinction and holds a B.S. in Finance with a minor in International Business, B.S. in Accounting, and Master of Accountancy. She is a CFA charterholder and member of the CFA Institute, a LEED Green Associate, and a member of the ULI San Francisco Young Leaders Group Steering Committee and Sustainability Committee. She currently serves on the Board of Directors for Green Building United and the Penn State Smeal Sustainability Advisory Board.

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.

Deb Cloutier

President & Founder / Senior Advisor

Retech / Blackstone

Deborah Cloutier, CRE, has over 30 years of experience positioning companies as leaders in sustainability. She is the President and founder of RE Tech Advisors, LLC, a Blackstone preferred provider of consulting services to decarbonize and improve ESG performance of investment portfolios. RE Tech’s interdisciplinary team of energy, sustainability, and technical experts guides commercial real estate owners, private equity investors, manufacturers, corporations, and national and local governments and designs and deploys award-winning ESG strategies, net zero master plans, and energy engineering services to create a cleaner future, improve asset and fund performance, and comply with the evolving landscape of regulation. Deborah is also the Chief Sustainability Officer of Legence, an Energy Transition Accelerator™ that provides advisory services and implementation focused on financing, designing, building, and servicing complex systems in mission-critical and high-performance facilities.

John Forester

Vice President, Energy & Sustainability

The RMR Group

Mr. Forester is Vice President, Energy & Sustainability of The RMR Group (Nasdaq: RMR), responsible for management of environmental sustainability programs. A mechanical engineer by training, he has more than 20 years of experience in building engineering and energy program management. Prior to joining RMR in 2011, Mr. Forester held engineering roles with BVH Integrated Services, Inc. and the Demand Management Institute. He earned both a Bachelor’s degree in Mechanical Engineering and a Master’s degree in Engineering and Business from the University of Maine. Mr. Forester is a Licensed Mechanical Engineer and a LEED Accredited Professional.

11:20 am - INTERACTIVE PANEL: Picking The Best Investment Strategies & Assets In Today’s Market

Hear which established strategies and asset classes are providing solid returns in the current climate, and which emerging opportunities are generating returns for early adopters.

  • Which asset classes and geos will present the best opportunities over the next 12 months?
  • Evaluating core, value-add and opportunistic investment strategies, and the capital raising environment for each
  • Identifying the alternative assets and niche opportunities that are delivering returns in an uncertain, high-interest-rate market
  • Which type of capital is best suited to each asset class

Moderator

Patrick Fitzgerald

Partner

Phillips Lytle

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.

Chad Philips

Global Head of Healthcare, Office, Retail & Mixed-Use

Nuveen Real Estate

Chad is responsible for leading dedicated teams of sector specialists in local offices around the world that focus on workplace, healthcare, retail and mixed-use investments. He oversees the overall strategy, performance and day-to-day activities of Nuveen Real Estate’s investments across these sectors, which represent approximately $50 billion of value. Chad also advises on a company board, is a member of the Global Executive Leadership Team and Americas Investment Committee and has over 20 years of experience. Prior to joining the firm, Chad was a portfolio manager and managing director at Guggenheim Real Estate, where he oversaw all facets of their U.S. open-end funds, including one that was a member of the NCREIF NFI-ODCE Index. During his 15-year career at Guggenheim, Chad was a member of the Investment Committee and participated in the acquisition of over 90 direct property assets. He started his career as an associate at Banc of America Securities in the Real Estate Investment Banking and Debt Capital Markets groups. Chad graduated with a B.A. from Davidson College and a Master’s in Real Estate from Georgetown University.

Mary Lang

Managing Director, Portfolio Manager

CBRE Investment Management

Mary Lang is Head of Americas Direct Logistics Strategies and serves as a Portfolio Manager for a fund sponsored by the firm. Mary, who began her career in the asset management industry in 2000, joined CBRE Investment Management in 2021 from Prologis, Inc. There she most recently served as the Global Head of Data Center Strategy & Solutions, as well as Senior Vice President of Americas Dispositions. Mary’s accomplishments include the formation of several merchant development joint ventures to facilitate the conversion of logistics assets to powered-shell and turnkey data center solutions; the post-merger integration of AMB Property Corp., KTR Capital Partners, DCT Industrial Trust and Liberty Property Trust; and the disposition of more than $6 billion in industrial, retail, development and land sales from balance sheet and private capital ventures during her 17-year tenure with Prologis. Mary earned a Bachelor of Arts degree from the University of Pennsylvania and a Master’s degree in Business Administration from the University of California, Berkeley. She currently serves on the Board of Directors for the New York Foundation for the Arts.

Nailah Flake

Managing Partner

Brookfield Asset Management

Nailah Flake is a Managing Partner in Brookfield’s Real Estate Group responsible for the origination, underwriting and asset management of Brookfield’s real estate finance funds. Prior to joining Brookfield in 2017, Ms. Flake was a Managing Director and head of originations for the commercial real estate lending group at Morgan Stanley. Ms. Flake holds a bachelor’s degree from Spelman College.

Andrew Jacobs

Chief Investment Officer

BGO Strategic Capital Partners

Experienced Managing Director and Portfolio Manager. Skilled in various aspects of commercial real estate private equity investment management, including acquisitions, dispositions, financing, portfolio construction, capital raising and investor relations. Investments span property types across the globe. Investment types comprise equity and debt, including securitized debt. Experience also includes (i) 14 years as an MBA professor of real estate finance and economics and (ii) a board member of a proptech startup.

12:10 pm - NETWORKING LUNCH

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12:20pm - 1:20pm LUNCHEON WORKSHOP: State of the Sector: How New York's Political Landscape Impacts Your Business

Join top New York lobbying firm Kasirer for an engaging and informative conversation with experts in politics on how you can navigate New York's ever changing political landscape to make the best investments and be a leader within your industry. During this workshop we will cover:

  • The state of politics in New York and the intersection with private equity
  • Challenges in market and development and how to overcome them
  • Navigating how the government actions may influence investment decisions

Jay Neveloff

Opening Remarks

Partner

Kramer Levin Naftalis & Frankel

Jay A. Neveloff advises a broad range of clients involved with the development, ownership and financing of real estate projects, including high-profile mixed-use, commercial, retail, and residential projects in New York City and throughout the country. A nationally recognized transactional lawyer, Jay represents institutional and private equity funds, as well as other investors, in joint ventures, in the acquisition and sale of property, including portfolios of properties, and in connection with a broad variety of developments. He also represents major international funds and financial institutions in commercial lending transactions, preferred equity investments, loan restructurings and workouts.

Suri Kasirer

President

Kasirer LLC

Suri Kasirer is a born New Yorker and advocate. She founded Kasirer in 1997 out of a studio apartment on the Upper West Side—bringing a lifelong commitment to championing people, progress, and policy in the City. 

 

Suri grew her business into the #1 lobbying firm in New York City, assembling and leading a team with decades of experience and an unrivaled fluency in government on local and state levels, in languages (including Spanish and Hebrew), and in the inner workings of New York. 

 

She and her team have established an unparalleled record of success in the City on behalf of clients who are leaders in a wide range of industries, corporate and nonprofit, from education, culture, real estate, technology, hospitality, media and health care to social service and many more. 

 

Year after year, Suri is recognized by Crain’s New York Business and City & State as one of the most influential leaders in New York City. In 2023 Suri was an honoree on the City & State “New York City Power 100”, the “Albany Power 100”, and the “Real Estate Power 100.” In 2022, she was featured in City & State’s “Power of Diversity: Women 100” for the third year in a row. Suri was also recognized as one of Schneps Media’s 2022 Power Women of Manhattan honorees and was honored with the Landmark Award at 92NY’s 2022 Extraordinary Women Awards. Among the most meaningful awards bestowed upon her, Citizens Union honored Suri as a 2018 Gotham Great, and she was a recipient of the National Organization for Women (NOW) Women of Power & Influence Award. 

 

Suri is the Vice President of Citymeals on Wheels and serves on the board of directors of the New York League of Conservation Voters, the Women’s Leadership Forum and the New York Building Foundation. She is a member of the steering committee for the Association for a Better New York and a member of the Brooklyn Chamber of Commerce, WX New York Women Executives in Real Estate, and the Downtown Lower Manhattan Association. 

 

After graduating from Yeshiva University, Suri worked as an educator—before working on a national presidential race. Inspired by politics, she joined the executive staff of then-governor of New York Mario Cuomo as his special assistant. 

1:20 pm - KEYNOTE INTERVIEW

Once in a Decade Opportunity - Outlook For Opportunistic Real Estate Investing

  • From capital market dislocation to over levered companies and broken balance sheets, how to invest for value in today's CRE market
  • Highest conviction sectors from housing to science and technology
  • Bright spots for deal activity
  • U.S. vs. The World

Interviewer

Philip Rosen

Co-Head of Real Estate

Weil

Philip Rosen is Co-Head of the Firm’s Real Estate practice and the Firm’s Infrastructure practice. Philip is a leading authority in the mergers and acquisitions of real estate companies, both public and private and both as part of restructurings and not. He is also one of the top real estate finance lawyers and has long been considered one of the leading lawyers in the debt restructuring space. He is one of the top private equity lawyers in the property arena, representing numerous private equity and hedge funds and institutions in their larger and more complicated transactions. Philip also has a top reputation in a broad spectrum of other transaction areas, including real estate investment trusts, joint ventures and property and debt portfolio acquisitions. He also heads the Firm’s renowned hospitality and gaming practices. Finally, he is one of the country’s leading authorities on doing business in the Middle East.
Philip is recognized as a leading lawyer for Real Estate: Corporate in New York by Chambers USA, where he is described as “unbelievably experienced…a smart, sophisticated lawyer” and “a master negotiator with great relationships.” He has also been recognized as “a great adviser and a highly respected figure” and described as a “world class lawyer” with “an understanding of the markets and a good grasp of the business repercussions in addition to the legal ramifications” in Chambers USA. Philip is recognized as a “Notable Practitioner” for Real Estate Acquisitions and Real Estate Finance in the U.S. by IFLR1000. He is also recommended for Real Estate and REITs by Legal 500 US and has been designated a “Best Lawyer” for Real Estate Law in New York by Best Lawyers in America and a New York Super Lawyer since 2006. Philip was named a 2017 Real Estate “MVP” by Law360 noting his successes in major real estate transactions. Additionally, he has been recognized as a leading lawyer based abroad for Corporate/M&amp;A in Israel by Chambers Global.
Philip serves as an Adjunct Professor at the Sy Syms School of Business at Yeshiva University, where he is teaching a course entitled “Titans of Real Estate.” He is a member of the Board of Trustees of Yeshiva University in New York, Vice-Chairman of the Board of Directors of Yeshiva College in New York and Vice Chairman of the Board of Directors of Birthright Israel Foundation. In 2018, he received an honorary doctorate from Yeshiva University.

Lowell Baron

President and Chief Investment Officer, Real Estate

Brookfield

Lowell Baron is President and Chief Investment Officer of Brookfield’s Real Estate Group, responsible for Brookfield’s global real estate investment and asset management activities. Since joining Brookfield in 2005, he has held several senior roles across the organization, including overseeing the establishment of Brookfield’s multifamily and hospitality operating platforms, and its growth into alternative real estate sectors.
 
Prior to 2005, Mr. Baron worked at Deutsche Bank where he focused on real estate private equity and investment banking.
 
Mr. Baron holds a Bachelor of Science degree from Yeshiva University.

1:50 pm - EXECUTIVE EXCHANGE

Join your peers for a series of lively and interactive discussions on the most pressing topics you are facing today. The small group format will enable you to make meaningful connections and come up with practical solutions to shared challenges.

A: Sourcing Foreign Capital For Your Funds

  • Why overseas institutional investors are looking to U.S. real estate, and which sectors and geos they prefer
  • Where foreign capital is coming from today and which sources have pulled back
  • How U.S. funds can identify, engage, and build long-term relationships with foreign investors
  • Overcoming regulatory and cultural hurdles with cross-border transactions

     

Jevgeniy Nesch

Partner

AKD

Jevgeniy (Jev) is a partner in the Luxembourg office of AKD and co-heads the Investment Management practice. He has extensive experience in alternative fund formation and investment management, including advising on fund establishment and through the full lifecycle of an investment fund with a particular focus on private equity, venture capital, real estate, infrastructure, renewables, and debt funds strategies. Jev’s clients are, in particular, large US, UK, German and Swiss fund sponsors (GPs) setting up or managing traditional and alternative fund structures together with respective carried interest vehicles as well as institutional and professional investors (LPs) seeking to expand their investment portfolios through Luxembourg funds.

Among other matters, Jev assists clients in diverse fund-related transactions, providing regulatory, legal, and strategic advice on aspects relating to Luxembourg fund structures including regulated and unregulated structures. Jev has a strong focus on English and German speaking jurisdictions.

B: Shifting Credit Landscape: The Rise of Private Credit & Preferred Equity in Lieu of Traditional Debt

  • Understanding the conditions that have fueled the rising demand for private credit and preferred equity versus more traditional bank financing
  • Evaluating the different risk-return profiles of private credit and preferred equity compared to traditional bank debt
  • How this trend will impact access to capital, financing costs, and the growth and innovation in real estate finance

Joe Dewey

Partner

Holland & Knight

Read Profile

C: PropTech & Innovation For More Efficient & Profitable CRE Investing

  • Assessing the ROI, cost, risks and benefits of integrating new tech into your investment strategies
  • Using AI algorithms to predict investment performance and mitigate risks
  • How data capture and analytics can lower your operational costs and your assets’ carbon footprint
  • How policy may change to regulate the use of AI in real estate investing

     

D: Impact Investing - How Socially Focused Strategies Can Drive Your ROI

  • Designing profitable ESG investment strategies and embedding them into your portfolio
  • Evaluating PACE and other financing options for your sustainable CRE projects
  • Measuring the positive social impact of your funds and sharing your ESG story with investors

     

E: Managing Distress – Creative Structures For Loan Restructurings, Workouts & Refinancings

  • Which sources of distress will provide superior returns to well-capitalized investors
  • Identifying areas of distress outside of office
  • Exploring asset conversion options
  • Refinancing your distressed assets

     

Leo Jacobs

Founder & Managing Partner

Jacobs PC

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. From the courtroom to the board room, Leo has a demonstrated talent for devising, positioning, and advancing sophisticated yet straightforward arguments to mitigate risk and reach successful outcomes.

 

Leveraging his vast and deep knowledge of debt and equity structures, Leo employs all legal tools available to quickly and efficiently achieve the best result for his clients. As such, his law practice seamlessly bridges commercial litigation, corporate transactions, and various forms of financial rehabilitation across federal, state, and bankruptcy courts as well as administrative tribunals and other forums. Examples include Chapter 11, UCC 9, UCC 8, pledges, mezzanine financing, subprime commercial lending, real estate, asset management, special situations, and restructurings. He also counsels clients on tough questions related to business disputes, regulatory compliance, employment law, and fiduciary and agency interests, including those related to allegations of white-collar and other corporate crimes.

 

Previously, Leo served as General Counsel at New York Equity Management, LLC, a privately held company that focused on the full lifecycle of real estate litigation finance investments (acquisition, construction, development, management, leasing, and sale) and held a portfolio of distressed and other commercial and residential properties. His role at NYEM straddled legal and business issues, from advising management on commercial matters, litigation, real estate, and compliance to spearheading efforts that increased the value of the firm’s properties upon sale.

 

Earlier in his legal career, Leo also served as an associate attorney at the prominent administrative and environmental law firm, Cohen Hochman & Allen. At Cohen Hochman, Leo defended and advanced the interests of high-profile management before federal, state, and New York City government agencies and the courts. He represented clients across a range of industries and under various regulatory regimes, including health, transportation, sanitation, air, water, hospitality, and waste removal. During his tenure at the firm, he appeared daily in court and was recognized for his ability to address novel compliance issues, reduce violations, and negotiate settlements with governmental and civil litigants.

 

Among other non-profit and community service, Leo has also devoted hours of pro bono representation to the Bukharian Jewish People and acts as its Chief Counsel, serving at the request of President Leon Nektalov and the Board of the Bukharian Jewish Community Center.

F: Finding & Accessing Today’s Best Investment Opportunities

  • Which property types and locations are oversaturated, and which are primed for investment
  • Identifying niche opportunities and working with local partners to find deals and deliver returns in a tough market
  • Adding value to your existing assets

     

2:50 pm - NETWORKING BREAK

3:00 pm - INTERACTIVE PANEL: Where Institutional Investors Will Allocate Capital In 2024 & Beyond

Leading LPs will share how the current market challenges are impacting their allocations and which strategies and assets they are prioritizing.

  • Which geos, sectors, asset classes, fund sizes, niche opportunities and investment models are most attractive to institutional investors today
  • When will the massive availability of capital be deployed in the CRE markets?
  • How actively investors are seeking new commitments to real estate managers
  • How investors are making decisions around portfolio diversity and risk-reward premiums
  • Risk assessment and due diligence - how LPs are evaluating investment strategies
  • To what extent LPs are prioritizing impact investments
  • Dealing with the denominator effect – are values coming through?

 

Abhi Jain

Principal, Hospitality & Real Estate

PwC

As a Partner at PwC, I serve a global client base in the Real Estate & Hospitality sectors, leveraging my 16+ years of experience in investments, operations, finance, and strategy. I lead cross-functional and global teams to help clients navigate opportunities and challenges related to deals, growth strategy, mergers and acquisitions, and valuation. My mission is to deliver value-added solutions that enhance the performance and profitability of my clients' businesses and assets. I also contribute extensively to industry thought leadership through industry presentations and contributions to various publications, including Emerging Trends in Real Estate. I am a Certified Real Estate Counselor (CRE) and a member of the Urban Land Institute (ULI).

Anthony Giordano, Jr.

Mayoral Appointee

NYC Public Schools Board, Executive Committee

NYC BERS, PEP Chair Designee, NYC TRS

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), protecting school employee retirement benefits. Leveraging his 25 years of financial services experience, Giordano’s colleagues elected him to the BERS Executive Committee. Following suit, the Board Chair designated Giordano her proxy to the NYC Teachers Retirement System ($103 Billion). Giordano is proud to serve the Mayor, the Chair, all the faculty and staff, but most of all the 1 million students who attend the 1,800 public schools of New York City. Professionally, Giordano is Founder of Legacy Partners USA, LLC, launched in August of 2014. Legacy Partners is a full-service business development consultancy, advising "best of breed" investment managers, broker dealers, and litigation firms. 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; was a senior vice president at Bank of New York affiliate, ConvergEx where, for nearly thirteen years, he marketed the firm's transition management and commission recapture services. Prior to Wall Street, Giordano was a City Hall lobbyist with Montalbano Initiatives, representing the interests of several labor unions, corporations, healthcare institutions, and quasi-governmental agencies. College prepared Giordano well for his current role as an education policy maker and fiduciary. After winning the prestigious Belle Zellar Scholarship, Giordano attended Brooklyn College, City University of New York (CUNY), earning a Bachelor of Arts degree in Political Science. While at Brooklyn, Giordano was elected to 2 consecutive terms as chairperson of the CUNY University Student Senate (USS), also serving as voting ex-oficio member of the CUNY Board of Trustees, the NYS Higher Education Services Corporation and the CUNY Research Foundation. Under his leadership, Giordano won back funding and restored USS credibility, still thriving 30 years later. Giordano has remained politically active and socially aware, currently serving as a board member on Bertha Lewis’ action tank, The Black Institute. Giordano directed the Stand & Deliver mentorship program, while serving the board of the tenant advocacy group, Palante Harlem. Giordano is a non-denominational Christian and supporter of the Kentucky-based Sparrow Missions, leading missionary teams comprised of Wall Street professionals to Honduras in 2013 and 2014. Tony Giordano is most importantly a proud father and husband. His two beautiful daughters, Kira and Devin, ages 21 and 19, respectively, attend Penn State and Johns Hopkins universities. Mr. Giordano is overwhelmingly and happily married to New York City immigration attorney and social media influencer, Aizhan “Aya Baltabek” Yerezhepova.

Cynthia Maasry

Managing Director, Mission Investments

Trinity Church Wall Street

Cynthia Maasry started their work experience as a Sales and Trading-Equities at Goldman Sachs in 2008 and continued in that role until 2012. Cynthia then joined Morgan Stanley in 2013 as a Real Estate Investment Banking. In 2014, they moved to Goldman Sachs again, this time working in Real Estate Investment. In 2017, they joined Trinity Church Wall Street as the Director of Real Estate, and later became the Managing Director, Mission Investments in May 2022. Cynthia Maasry earned their MBA from Stanford University Graduate School of Business from 2012 to 2014. Prior to that, they obtained their Bachelor's degree from the University of Pennsylvania, where they studied from 2004 to 2008. On top of their educational achievements, Cynthia Maasry also holds additional certifications such as the Series 3, Series 63, and Series 7 from the Financial Industry Regulatory Authority (FINRA).

Paul Capurso

President

NYC District Council of Carpenters

Paul is responsible for assisting in all the operations of the union and its nine locals. 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 NYCDCC by advocating for union values at all levels of government.

Eric Newman

CPA, CGMA - Accountant / 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).

3:40 pm - INTERACTIVE PANEL: Finding The Best Capital Sources To Fund Your Deals

Hear how the financing landscape is evolving, and what different types of capital providers are providing across the risk spectrum.

  • Evaluating the availability and costs of various traditional capital sources today
  • Finding the best sources of alternative financing – what is available from niche capital providers
  • Exploring the restrictions faced by different kinds of lenders, and whether these may ease in 2024
  • Creative capital-raising strategies

Thomas Haug

Chief Executive Officer, Managing Member

Aspen Tree Advisory

Thomas J. Haug is the CEO and Managing Partner of Aspen Tree Advisory, a highly specialized family office, hedge fund and private equity consulting, and advisory firm. Mr. Haug is a trusted advisor who actively serves his clients on all facets of asset allocation, co-investments and structuring of current and contemplated holdings, increasing their families’ wealth and helping their companies grow and expand. A serial entrepreneur at heart, Mr. Haug also serves as President and Member of Sag Harbor Management, a limited capacity private fund investing in private credit and factor-based advances; Member of IDI Group, an investor cooperative co-investing in private companies; joint venture Partner of Pacta Relations, a high-end business relations firm focused on the domestic and international growth of both public and private companies; Advisory Board Member of Americas Executions “AmerX,” one of the largest NYSE-based floor trading firms by volume. Given Mr. Haug’s close relationships with the ultra-high net worth community, he has ample experience in Opportunity Zone investments, impact-related opportunities, and the cannabis sector. Throughout his successful career, Mr. Haug has been responsible for over $285MM of investment advisory assets and $900MM of real estate debt financing and equity investments. His clients include ultra-high net worth individuals, family offices, endowments, foundations, as well as hedge fund, private equity, and venture capital firms.

Jacob Feingold

Managing Director

Canyon Partners Real Estate

Jacob Feingold is a Managing Director within the Real Estate Investment team at Canyon. Mr. Feingold joined Canyon in 2014 and focuses on originating, structuring, and executing direct debt and equity real estate investments in the East Coast regions and secondary markets across the U.S. Additionally, Mr. Feingold serves as the Co-Portfolio Manager for the Canyon Evergreen Private Credit Fund. Prior to joining Canyon, Mr. Feingold worked at iStar Financial where he focused on structured real estate investments, development, and distressed opportunities. Mr. Feingold is a graduate of the Ross School of Business at the University of Michigan (B.B.A., honors) and Columbia Business School (M.B.A., honors).

Benjamin Bornstein

Partner

Three Line Capital

Mr. Bornstein is a Partner of Three Line Capital, LLC, investment manager to several institutional managed accounts. In addition to serving as the Portfolio Manager for the managed accounts, he is also responsible for the firm’s origination, underwriting and investment management activities. Three Line invests in credit opportunities and special situations overlooked by larger alternative investment platforms due to their size, complexity or underlying collateral/ structure. The firm has the ability to invest across the entire capital structure, acquire and make loans to – and equity or equity-like investments in – real estate, growth companies, stressed companies, fund recapitalizations, as well as reorganization/restructuring loans and exit financings. Mr. Bornstein has over 30 years of investment management and commercial finance experience, including more than two decades in asset-based lending, and more than 18 years as an investment fund portfolio manager. Prior to his fund management experience, Mr. Bornstein worked at GE Capital from 1995-2005, first as corporate counsel, then as a mergers and acquisitions executive, and finally as the head of the non-performing loan acquisition operations within GE’s Global Financial Restructuring business. Prior to his employment at GE, Mr. Bornstein practiced law in the corporate restructuring groups at Mayer Brown and at Fried Frank in Chicago and New York. Mr. Bornstein received his A.B. in Honors Economics from the University of Michigan – Ann Arbor, and his J.D. from New York University School of Law.

Mansoor Ghori

Founder & CEO

Petros PACE Finance

4:20 pm - COCKTAIL RECEPTION