Your first opportunity to network is here. Enjoy premium coffee and breakfast alongside institutional leaders, unlocking valuable conversations before the agenda kicks off.
Begin the summit with a clear roadmap. Our chairperson will walk you through the agenda, highlighting the themes and trends that will define the conversation: market resets, capital shifts, and emerging opportunities. This opening session will ensure you’re primed to make the most of every panel, keynote, and connection
Conference Chair.
Partner
Schulte Roth & Zabel
Co-Head of the Private Equity Funds Group. Represents private equity fund sponsors in connection with fund formation, the acquisition of portfolio investments and the implementation of exit strategies.
Joe represents private equity fund sponsors in connection with fund formation, the acquisition of portfolio investments and the implementation of exit strategies. In this capacity, he advises clients on securities, governance, compliance, operational and structural issues. Joe has extensive regulatory knowledge, and wide-ranging experience with all alternative asset classes, including LBO funds, venture capital and later-stage growth equity funds, energy and infrastructure funds, credit funds, real estate funds and joint ventures, fund restructurings and other complex secondary transactions, including GP-led recapitalizations and the disposition of large institutional portfolios. He has also represented many fund managers in connection with stakes deals, spinoffs and consolidations.
In addition to domestic representations, Joe has advised private equity clients in connection with the acquisition and structuring of portfolio investments throughout Europe, Latin America and Asia. His representation of asset managers in the real estate sector includes advice concerning REIT offerings and privatizations, partnership roll-ups and cross-border investments.
With a projected 15% contraction in commercial real estate debt volumes in 2025, navigating rising interest rates and inflation will be critical for success. Liquidity is tightening, and investors must adapt fast. This keynote will provide key strategies to:
Interviewer
Partner
Haynes and Boone, LLP
Joseph Sarcinella is a partner in the Real Estate Practice Group in Haynes Boone’s New York office.
His practice focuses on cross-border finance, structured finance and consortium lending, with everything from ground-up construction to stabilized properties.
Joe has advised on buyer and seller side debt sales including co-lender and intercreditor agreement negotiations and has served as debt counsel on both the borrower and lender side of transactions. He is also experienced in loan workouts, restructurings and foreclosures.
Keynote
CEO
WeinrebVentures
Known for his passion and tenacity, David R. Weinreb is an entrepreneur and respected leader. Since 2020, he has served as the Chairman of Weinreb Ventures, a multi-faceted investment and advisory firm focused on creating and enhancing real estate that will stand the test of time. Mr. Weinreb is also the Chairman of Dar Global, a London-listed luxury real estate developer that has launched over $2 billion worth of projects in the Middle East and Europe. These include developments in collaboration with the Trump Organization in Oman and Saudi Arabia.
Weinreb previously served as the co-founder, CEO, and a member of the Board of Directors of The Howard Hughes Corporation from 2010 to 2019. As CEO, he directed the company’s efforts from its inception, building a portfolio of some of the most sought-after real estate in the United States and growing the company’s market capitalization from approximately $500 million to $6 billion by the time of his departure. Under his leadership, the company developed over 15 million square feet of property nationwide.
During his tenure at The Howard Hughes Corporation, Mr. Weinreb’s vision, leadership, and business acumen earned him significant recognition. He received the 2013 Ernst & Young Entrepreneur of the Year® Award in Real Estate for the region. Additionally, he was listed multiple times on the Commercial Observer Power 100 as one of the most powerful individuals in New York City real estate. The company generated over $5 billion in residential sales, including more than $4 billion at Ward Village in Honolulu, which was named the “Best Planned Community in the US” by Architectural Digest.
Prior to leading The Howard Hughes Corporation, Mr. Weinreb spent 17 years building and managing his investment firm, TPMC Realty Corporation. His commitment to philanthropy extends to both local and national causes, including his role on the national board of the Alzheimer’s Drug Discovery Foundation.
In 2025, hybrid investment vehicles are projected to dominate, capturing over 30% of global capital flows into real estate. These innovative structures—merging debt, equity, and alternative financing—are revolutionizing the market, offering investors a strategic edge in uncertain times. As traditional investment models become outdated, understanding and adapting to these flexible, scalable solutions will be the key to unlocking growth and securing capital in a rapidly evolving landscape. This is the future of real estate investment—don’t miss it.
Moderator
Partner
Kramer Levin Naftalis & Frankel LLP
Mr. Neveloff represents clients in all aspects of transactional real estate as well as complex restructurings. Mr. Neveloff has represented developers of numerous mixed-use projects, including Time Warner Center, as well as numerous regional and local shopping centers, and other commercial projects throughout the country.
Recently, Mr. Neveloff represented Starwood Hotels in selling the retail portion of the St. Regis Hotel, Manhattan; the owner of Starrett City, the largest federally subsidized housing complex in the United States, in a capital transaction; Fortress Investments in connection with The Sheffield, a 497-unit condominium; New York Life Insurance Company in the sale of Manhattan House, a residential complex comprising an entire block of Manhattan; and the seller of The New Frontier Hotel Casino in Las Vegas, Nevada. Mr. Neveloff has represented Donald Trump for more than 25 years in innumerable matters.
Mr. Neveloff received his J.D. from NYU and was elected to the American Law Institute, American College of Real Estate Lawyers and American College of Mortgage Attorneys.
Managing Director
Blackstone
Danny Malkin is a Managing Director in Blackstone Real Estate Debt Strategies ("BREDS") on the Private Investments team, based in New York. Mr. Malkin is responsible for overseeing the U.S. Private Investments team in the sourcing, underwriting, and structuring of debt investments across all asset types and geographies. Mr. Malkin previously worked for Blackstone in both London and Sydney.
Mr. Malkin received a BBA from the Ross School of Business at the University of Michigan.
Managing Director - Head of U.S. Investmenta
Corebridge
Mr. Hertz is responsible for Corebridge's Global Real Estate's U.S. equity investment activities, overseeing various real estate teams that source, underwrite and close new acquisition and development opportunities for all product types, including multi-family, retail, office, industrial, hotel, and senior/student housing. Prior to joining Corebridge Global Real Estate in 2009, Mr. Hertz was a Managing Director at Amstar Global Advisors, a private equity fund, where he was responsible for all real estate investments and dispositions, with assets in Russia, Turkey and India. Prior to Amstar, Mr. Hertz was a Managing Director at Corebridge Global Real Estate where he was responsible for U.S. retail property investments. Prior to Corebridge, Mr. Hertz was a Senior Vice President at Prime Retail, a Baltimore based REIT, where he was mainly involved in acquisitions and development, property dispositions, asset management and structuring lender and equity partner work-out strategies. Mr. Hertz received a Bachelor of Science degree in Real Estate from The Pennsylvania State University and a master's degree in real estate investment from Johns Hopkins University.
Global Head of Development
Oxford Properties
Dean J. Shapiro is Global Head of Development for Oxford Properties. In this capacity, Dean is responsible for leading Oxford’s development business (including Oxford’s investment in Hudson Yards), which spans 3 continents and represents approximately 15% of Oxford’s global portfolio.
Formerly, Dean served in numerous capacities at Oxford including Head of Strategic Partnerships, member of the North American Executive Leadership Team, and as the Head of US Development for Oxford - where he was responsible for over 30 development projects around the US in the office, residential, and life sciences asset classes. Notable projects included Hudson Yards and St. John’s Terminal, the latter of which was Oxford-led and sold to Google for over $2 Billion.
Dean has over 34 years’ experience in the real estate industry including as COO and Partner in Building and Land Technology in Stamford, CT where he was involved in the
re-development of South Stamford, CT into a vibrant mixed-use destination, and at CBRE
where he held various positions, ultimately as leader of its NYC business.
Moderator
Partner
Duane Morris
Chester P. Lee is chair emeritus 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.
Mr. Lee is a 1982 graduate of Harvard Law School and a summa cum laude graduate of Columbia University.
Head of CRE Capital Markets, Trading & Syndication
Starwood Capital Group
Cary Carpenter is a Managing Director of commercial real estate, capital markets, trading and syndication at Starwood Property Trust. In this role, Mr. Carpenter is responsible for pricing, structuring and capital commitments for the acquisition and sale of CRE debt for Starwood Property Trust. He also manages the financing and sale of whole loans, as well as warehouse lines for the company.
Prior to joining Starwood Property Trust in 2010, Mr. Carpenter was a Partner at Coastal Capital Partners, where he managed the acquisition of performing, sub-performing and non-performing CRE debt. As an Executive Vice President with Countrywide Commercial Real Estate Finance, Cary was responsible for the pricing, structuring and sale of all fixed and floating rate high-yield commercial real estate debt. Before that, Mr. Carpenter served his initial stint at Coastal Capital Partners, where his responsibilities included client development and capital raising for third parties. Before that, he was a Managing Director for Precept Corp., an online marketplace for CRE financing, with responsibilities including business and product development, and capital raising. Prior to that, he was a Vice President of Structured Finance at Nomura Asset Capital, a Senior Consultant in Deloitte and Touche’s real estate capital markets group, an Assistant Treasurer in Toyo Trust and Bank’s real estate finance group, and a Project Designer for both The SWA Group and Sasaki Associates.
Cary received an M.S. in real estate development and finance from Columbia University, and a Bachelor of Landscape Architecture from Kansas State University.
Managing Director Real Estate
Macquarie Asset Management
James has over 17 years of real estate investment and asset management experience in various property sectors, across the entire capital stack in the US, Europe, and Asia. He recently joined Macquarie and focuses on the sourcing, execution, and management of MAM Real Estate’s investments in the Americas. Prior to joining Macquarie, James worked for 11 years (2011-2022) at Starwood Capital Group where he led investments in the Tri-State area after successfully starting Starwood’s investments in Australia and helping to grow their European business.
His experience includes over US$7 billion of acquisitions of residential, industrial, office, student housing, and retail. Additionally, he has significant experience in buying performing/nonperforming debt and originating debt / preferred equity. James started his career in the large loan originations team at Lehman Brothers.
Mr. Fogarty graduated from the University of Pennsylvania with a Bachelor of Arts (Cum Laude B.A.), History and a Minor in Urban Real Estate from the Wharton School.
Managing Partner
Jacobs P.C
Leo Jacobs is a commercial litigation and bankruptcy attorney and the founder of Jacobs, P.C., a boutique law firm known for finding creative, direct, and expedient solutions to complex and high-profile issues.
With $1.2 trillion in CRE debt maturing by 2025, lenders face high-stakes decisions: How can systemic risks of default be contained? What strategies can recalibrate underwriting as valuations plunge by up to 30%? And where do innovative debt structures, such as C-PACE financing, offer solutions to a growing liquidity crunch? This session dives deep into the complexities and opportunities shaping the future of commercial real estate lending.
Moderator
Partner
Haynes and Boone, LLP
Nick Hoffman is a partner in the Real Estate Practice Group in the New York office of Haynes 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.
Nick has a developing practice in property assessed clean energy (PACE) financing, helping clients access cost-effective, revenue-neutral financing for energy-efficient improvements and renewable energy systems, which are repaid through assessments on the property.
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.
Nick is a frequent speaker at the annual NY iGlobal Mezzanine Finance Summits.
Managing Director & Head of CMBS Strategy
Bank of America
Alan Todd is head of U.S. Commercial Mortgage Backed Securities (CMBS) Research and a member of the CREFC Board of Governors. In this role he is responsible for providing in-depth analysis and macro-level overviews of the CMBS, CMBX and commercial real estate markets.
Alan brings over 20 years of CMBS experience to this role and is highly regarded for his recommendations and timely market calls. Alan correctly called the recovery of the CMBS market since the 2009 bottom and the decline of the CMBS market in 2008. Alan has been ranked in the top 3 for CMBS strategy in the Institutional Investor All-America Fixed Income Research team survey in each of the last fourteen years.
Alan joined Bank of America Merrill Lynch in August of 2011 from J.P. Morgan, where he was head of CMBS research since 2005. Previously he spent five years at Bear Stearns, also in CMBS Research. Alan received his Bachelor’s degree in Electrical Engineering from Syracuse University, his Master’s degree in Finance from Vanderbilt University and is a CFA Charter holder.
Managing Director, Client Investment Strategist
Goldman Sachs Asset Management
Elizabeth is a managing director and client investment strategist in the Client Solutions Group within Goldman Sachs Asset Management. In her role, she advises institutional clients on their investment strategy and portfolio objectives, working alongside global client advisors and product strategists across public and private markets. Elizabeth joined Goldman Sachs in 2022 as a managing director.
Prior to joining the firm, Elizabeth was chief investment officer at the Employees' Retirement System of the State of Hawaii. Before that, she served as a managing director in the Quantitative Strategies Group at the Maryland State Retirement Agency, where she was responsible for the agency's absolute return portfolio and oversaw risk management. Earlier in her career, Elizabeth held leadership positions as an investor, economist, and consultant in asset management as well as fixed income trading.
Elizabeth serves on the Board of Directors of the Chartered Alternative Investment Association (CAIA). In addition, she serves on the board of the Hill School.
Elizabeth earned a BA in Politics and French from Washington and Lee University in 2004 and an MBA in Finance and Econometrics and Statistics from the University of Chicago in 2011. She is a charterholder of CAIA.
Managing Director
Invesco Real Estate
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).
Founder, CEO, and Board Member
Petros PACE Finance
Mansoor Ghori is a Founder, CEO, and Board Member of Petros PACE Finance. He leads Credit, Underwriting, and Business Development, and is the Chairman of the Investment Committee. He is integral to underwriting and structuring transactions, leveraging his 30+ years of experience in structured finance.
Prior to Petros, he was the President and CEO of Accent Capital and was responsible for the investment and administrative activities of the firm. He was also a Managing Director at Transamerica Technology Finance Corporation, which was subsequently acquired by GE Capital, and a Principal at Sternhill Partners, a $100 million venture capital firm based in Houston.
Prior to joining Sternhill, he was the Founder and SVP/Regional Manager of Imperial Bank’s Southwest Region of the Emerging Growth Industries Group (acquired by Comerica Bank). He was also a VP in the National Accounts Division of Silicon Valley Bank, focusing on investments in high- technology and biotech companies in Texas.
Mansoor also currently serves on the following boards: Petros, STG Design, PACENation, C-PACE Alliance, as well as the Andy Roddick Foundation.
In addition, he is also an Executive Committee Member of Petros, PACENation and C-PACE Alliance, and a finance committee member of PACENation and the Andy Roddick Foundation.
Mansoor is a graduate of Santa Clara University, Santa Clara, California and holds an MBA from Northeastern University in Boston.
Join fellow senior executives and market leaders for an intimate, networking-driven lunch. Share insights, forge valuable connections, and discuss how to leverage the morning's discussions to drive your portfolio strategy forward.
This session showcases women transforming real estate through sustainable innovation, equity-driven strategies, and bold leadership. Dive into the minds of power players reshaping the industry, one decision at a time.
Director and Global Real Estate Sustainability Lead
KKR
Nicole Wilson is a Director and the Global Sustainability Lead for KKR Real Estate. As part of the Real Estate team, she partners with internal and external stakeholders to drive sustainability initiatives across the firm’s Real Estate equity and credit portfolios.
Prior to joining KKR, she worked with the World Bank Group’s International Finance Corporation, where she acted as a subject matter expert on sustainability risks and opportunities related to transactions, advisory projects and existing portfolio. Additionally, Ms. Wilson worked with Canadian pension fund, PSP Investments, where she was responsible for integrating sustainability considerations into its private equity, credit, and real estate investments. Ms. Wilson has a BSc from McGill University and a MASC from Toronto Metropolitan University.
Chief Impact & Sustainability Officer
Harrison Street Real Estate Capital
Jill brings 14 years of industry experience to the Firm and is Chair of the Firm’s Environmental, Social and Governance (ESG) Committee. As Senior Managing Director and 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.
Jill began in the environmental arena as a resident student associate where she was tasked with designing a closed gas system for a particle detector in order to eliminate the emissions of over four tons of Freon into the atmosphere every year. Her first job post-college was as an associate scientist studying inertial confinement fusion. Fusion, while far from commercially viable, could potentially become a clean energy source. There she worked in the department of material science’s cryogenics division and used holographic interferometry to determine how heavy hydrogen targets reacted to extremely low temperatures. This research led to improved alternative energy experimental results.
While at Harrison Street, she worked on the Galvin Electricity Initiative, which was a campaign to transform the United States power system into one that was reliable, efficient and clean. She was involved in ensuring this effort, which later became the Performance Excellence in Electricity Renewal (PEER) program was able to scale via acquisition from the U.S. Green Building Council.
Before joining the industry, Jill held positions at Motorola, Argonne National Laboratory and KMS Fusion, Inc. Jill holds several patents and publications, and was awarded Best Presentation at the annual MOOT CORP® Global Business Plan competition. She is a certified Six Sigma Master Black Belt.
Jill has a BS in Physics from the University of Illinois, an MSEE from The Ohio State University, and an MBA from Northwestern University.
ESG Manager
Madison International Realty
Ms. Cappola serves as ESG Manager on the Portfolio & Asset Management team, with primary responsibility for Madison’s ESG initiatives. Prior to joining Madison, Ms. Cappola held positions including Sustainability/ESG Manager at Empire State Realty Trust, Sustainability Manager at Jones Lang LaSalle, and Associate Sustainability Project Manager at Jones Lang LaSalle. Ms. Cappola graduated from Freeman College of management at Bucknell University, where she received her Bachelor of Science in Business Administration.
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 out-of-the-box solutions to shared challenges.
• How AI is Transforming Legal Opinions, Title Protection, and Deal Efficiency
• Can AI-assisted attorney opinion letters (AOLs) match the protection of traditional title insurance?
• What cybersecurity and liability challenges arise with AI-driven title platforms?
• Will AI and smart contracts reshape title insurance for high-value deals?
President & Founder
Ram Abstract Ltd.
Vice President Strategic Growth and Development
Fidelity National Title
Partner
Holland & Knight
Olesya Bakar is a corporate attorney in Holland & Knight's Washington, D.C., office and is the head of the firm's Real Estate Fund Formation practice. Ms. Bakar has more than 24 years of experience advising and representing global emerging and mature private and public companies in an array of complex commercial transactions within a variety of industries covering all corners of the globe.
The core of Ms. Bakar's practice is in representing and advising fund sponsors on the structuring, formation, capital raising and operation of private investment funds, with a particular focus on the real estate industry. She provides advice to help her clients succeed, whether it be in a high-profile, multibillion-dollar transaction or to first-time fund managers.
Ms. Bakar has represented many leading fund sponsors in establishing closed-end and open-ended funds, programmatic joint ventures, strategic alliances, separately managed accounts and other investment vehicles. She also represents institutional investors and family offices with respect to their investments. Ms. Bakar's experience advising fund sponsors, as well as institutional and high-net-worth investors, provides her with a holistic perspective of the market and its latest trends, awareness of the unique sensitivities of the parties and the ability to find positive solutions for clients.
A significant part of Ms. Bakar’s practice is representation of clients in joint venture transactions in a wide range of industries, including real estate, defense, automotive, aviation and aerospace, manufacturing, clean energy, technology, life sciences, financial technology (FinTech) and finance. Clients rely on Ms. Bakar to be a trusted adviser in some of their most challenging transactions and to help them think outside the box when creating joint venture arrangements.
On the regulatory side, Ms. Bakar advises clients on aspects of compliance with the Investment Company Act, Investment Advisers Act and the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Prior to joining Holland & Knight, Ms. Bakar served as co-lead of the Real Estate Funds practice for a global law firm working with sponsors and investors in the real estate sector.
Partner
Holland & Knight
Daniel Levisohn is a business attorney in Holland & Knight's Washington, D.C., office. Mr. Levisohn focuses his practice on complex commercial transactions, with an emphasis on companies in the real estate industry.
Mr. Levisohn has extensive experience advising fund sponsors on the formation, negotiation and operation of private investment funds, with a particular focus on real estate funds. He has represented many leading real estate fund sponsors in establishing closed-end funds, programmatic joint ventures and other investment vehicles and accounts across a range of asset classes. He has also represented institutional investors on their private fund investments.
In addition to capital formation, Mr. Levisohn has also represented numerous real estate investment trusts (REITs) and other real estate companies on their mergers and acquisitions (M&A), including public and private M&A, joint ventures and other complex transactional matters.
Mr. Levisohn's clients include companies from a wide range of industries, including real estate, defense, manufacturing, finance and insurance. Companies have relied upon him for some of their most challenging transactions, including the formation of an innovative real estate investment platform by one of the nation's leading multifamily investment companies and the sale of a public technology and defense company in a cash and stock merger transaction.
In addition to his legal practice, Mr. Levisohn maintains an active pro bono practice in which he advises nonprofits on matters ranging from labor and employment to board governance.
Prior to joining Holland & Knight, Mr. Levisohn was an associate at another international law firm in Washington, D.C. While in law school, he served as an articles editor of the Minnesota Law Review.
Before his legal career, Mr. Levisohn was a reporter and editor in Seattle and New York City.
VP, Head of Capital Markets
Baceline Group
on joined Baceline Group in 2024 and serves as Vice President, Head of Capital Markets. In this role, he is responsible for overseeing the firm’s capital raising initiatives and maintaining strong client relationships.
With a career in financial services spanning over 15 years, Jon has extensive experience consulting and raising capital from a wide spectrum of investment platforms, including Registered Investment Advisors (RIAs), Independent Broker-Dealers, Wirehouses, and Family Offices. His expertise also encompasses both public and private investment offerings across nearly all asset classes.
Jon holds dual bachelor’s degrees in Finance and Accounting from the University of Colorado and is currently pursuing the Chartered Alternative Investment Analyst (CAIA) Level II designation. A Colorado native, Jon enjoys spending time with his family, expanding his culinary pursuits, and is an avid golfer.
EVP of Operations
Baceline Group
Lindsey joined Baceline in 2009 as the Director of Investor Relations. While in this position, Lindsey played a fundamental role in modernizing Baceline’s investor relations department with the implementation of crucial software advancements, the development of comprehensive investor statements and distribution reports, and most recently, the introduction of its dynamic investor portal. Lindsey was also integral to successfully completing key organizational initiatives for the company, working across departments to help streamline Baceline’s internal processes and procedures.
In 2018, Lindsey transitioned to the SVP of People Development and was tasked with shepherding the growth of Baceline’s expanding workforce and enhancing corporate culture. While in this role, Lindsey applied her Baceline institutional knowledge toward creating a proprietary people development program focused on six key functional areas: corporate culture, recruiting and hiring, human resources; standardized performance reviews; professional development; and leadership training.
Today, Lindsey serves as Baceline’s Executive Vice President of Operations and oversees several departments for the firm, including: Investor Relations, People Development, Human Resources, Information Technology, Marketing & Public Relations, and Property & Tenant Services. Lindsey is also responsible for establishing and administering all internal policies and procedures for Baceline and ensuring operational efficiency among its various platforms.
Lindsey graduated from Colorado State University with a Bachelor of Arts in Technical Journalism with an emphasis in TV News and Video Communication. In her spare time, Lindsey enjoys spending quality time at the lake with friends and family.
Choose discussions based on the asset types you invest in and join roundtables with industry experts and peers. Focused, interactive, and tailored to deliver actionable insights that align with your investment goals.
Multifamily & Living Sectors |
From Distress to Dominance: Cracking the Multifamily CodeThe U.S. multifamily market in 2025 presents a rare convergence of opportunity and challenge: $80 billion in distressed assets, a 4.6 million rental unit deficit, and unprecedented shifts in renter demand. This session unveils the playbook to dominate this complex landscape—identifying undervalued assets, leveraging advanced financing, and unlocking growth in a rapidly evolving market.
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Moderator
Founder and CEO
Titanium Realty Group
DIEGO HODARA is the founder and CEO of Titanium Realty Group, a real estate investment and development company focused on mix-use and residential real estate assets in transit oriented emerging markets within the metropolitan area of New York.
Titanium Realty Group has close to 2,000 under development or completed units in Jersey City NJ and Port Chester NY, representing a total development cost of more than 800 million dollars. The projects are mainly mix-used ground-up buildings ranging from 50 to 420 units per building. Titanium Realty Group holds the certification of a Minority Business Enterprise (MBE).
Prior to founding Titanium Realty Group, Diego was involved as a senior manager in several large-scale developments including ground-up projects not only in the NYC but also in Latin America such as Sheraton Hotel in Montevideo Uruguay, a 25-story building with post-tension concrete slab system.
Diego holds a Master’s degree in Real Estate Finance and Investment from NYU. He also holds a degree in Architecture and Urban Planning, and an MBA from the University of Uruguay. He is an Academy Board Member and Professor at ORT University in Uruguay for the Real Estate Certificate program. He is also a Board Member of Jersey City Apartment Owners Association and a Member at Urban Land Institute.
Chief Strategy Officer Legacy Funds
RXR
Philip J. McAndrews serves as Chief Strategy Officer of RXR Realty, LLC. Mr. McAndrews is recognized as a transformational C-suite leader with extensive managerial and investment experience refining enterprise-level global investment strategies and pivoting large organizations poised for growth and commercialization. With experience as both a Chief Investment Officer and a Chief Strategy officer, he offers a unique contextual perspective on the nuances of international capital deployment, investor relations, and growth-oriented enterprise management across private markets.
At RXR Mr. McAndrews works closely with the firm’s partners developing and executing corporate strategic initiatives and expanding the investment management offerings for both our stakeholders and clients. He is charged with evolving and curating an expansive, dynamic platform of investment products including Prop Tech, infrastructure, and real estate. These products are tailored to a diverse array of international and domestic investor/client needs in both the institutional and retail channels. He is the only non-partner member of the RXR Investment Committee.
Over the course of a 26-year career at TIAA (Nuveen) a $1.3 trillion financial service company headquartered in N.Y, Mr. McAndrews served in multiple leadership positions and guided the Global Real Estate platform through several meaningful pivot points and real estate cycles. As Global Real Estate Chief Investment Officer, he charted a new course in the pursuit of AUM growth through both organic and inorganic means. During his tenure as CIO, the global real estate portfolio grew from $40 Billion to $90 billion. In 2013, this transformation was fully realized when TIAA’s Global Real Estate team acquired Henderson Global Investors’ $24 billion real estate business. All TIAA real estate functions reported to Mr. McAndrews as CIO-Global Real Estate. He was a member of TIAA’s Investment Committee with approval over real estate, alternatives, fixed income and private placement debt and equity.
Following TIAA/ Nuveen, Mr. McAndrews was responsible for the build out of Aegon Asset Management USA’s real estate equity team. Aegon N.V. is a $380 billion Dutch life insurer and pension fund headquartered in the Netherlands. He built new funds, brought on new clients, and positioned the legendary Transamerica Pyramid block for sale, its first change in ownership since 1969. He was a member of the Aegon Real Assets Investment Committee. He has a B.S. in Finance from the State University of New York and a J.D. from the University of Toledo, College of Law.
Senior Vice President, Strategic Partnerships
Toll Brothers, Inc.
Toll Brothers (NYSE) is a $10 billion Fortune 500 company (ranked #394) founded in 1967. It's currently the 4th largest homebuilder in the U.S. by revenue and one of the largest land and community developers. Toll is also a major player in multifamily rental apartment development and is Investment Grade rated by all three major credit rating agencies.
Operating across 24 states and 60+ markets, Toll's projects range from urban and suburban for-sale homes to rentals, student housing, high-rises, condos, 55+ communities, single-family build-to-rent, and large master-planned developments. These projects span from $10 million to over $1 billion.
Fred Cooper is the Senior Vice President of Strategic Partnerships at Toll Brothers. His role involves expanding domestic and international equity and debt relationships, as well as fostering institutional partnerships to support the company's growth in areas such as homebuilding, rental apartments, land development, and build-to-rent communities. He also engages with lenders and investors to collaborate on repositioning and repurposing distressed property and loan portfolios.
Fred has been with Toll Brothers since 1993, initially founding and leading its Finance and Investor Relations departments. Over the years, his team has raised over $30 billion through various channels and advised on project structuring, joint ventures, mergers and acquisitions, and large property deals. He also played a key role in creating Toll Brothers City Living, which has developed over 6,000 urban high-rise condos, and Toll Brothers Apartment Living, with $4 billion in rental assets.
Fred holds a Bachelor’s degree from Brown University and a Master of Public Policy degree from Harvard’s Kennedy School, focusing on finance and international development. He serves on several boards, including the Harvard Alumni Real Estate Board and the University of Wisconsin’s Graaskamp Center Real Estate Advisory Board. He is also an active mentor, lecturer, and participant in graduate-level real estate programs and is involved with various organizations focused on affordable housing in emerging markets.
Co-Founder and Managing Partner
AoRa Development LLC
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.
Office |
Next-Gen Office Assets: How to Win in a Post-Pandemic Market As the office market navigates through uncertainty, the smartest investors are reimagining spaces to meet the new demands of work. With suburban offices on the rise and adaptive reuse opportunities abounding, the landscape is ripe for reinvention. This sessionl covers the cutting-edge strategies that top investors are deploying to reposition assets and future-proof their portfolios.
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Moderator
Vice President - Transactions, Real Estate
AXA Investment Managers US Inc.
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.
Managing Director, MD and Head of US Real Estate
Zurich Alternative Asset Management, LLC
Sean Bannon, Managing Director, Head of US Real Estate, Zurich Alternative Asset Management, has approximately 30 years of experience founding, building, and leading commercial real estate investment businesses in the United States. Based in New York, he is currently responsible for Zurich’s US Real Estate investment businesses with roughly $3 billion in AUM across Zurich balance sheet and third-party investor fund portfolios. Mr. Bannon is a voting member of the Global Real Estate Investment Committee at Zurich, with over $15 billion of AUM, and is also a voting member of the Investment Committee of ZAAM, LLC, the firm’s global alternative investment unit dedicated to Hedge Fund, Private Equity and US Real Estate investment with aggregate alternative investment AUM exceeding $20 billion. Mr. Bannon joined Zurich in 1997 to help found the firm’s US direct real estate acquisition platform, focusing on high grade credit tenants, and acquired approximately $2.5 billion of assets through structured finance transactions. Mr. Bannon authored the current USRE investment strategy, and hired a team of professionals to execute a core, direct acquisition program across four product types and 20 US markets, which has now invested over $2.5 billion across select Zurich balance sheets. Most recently, he launched the firm’s first dedicated third-party core real estate investment fund for foreign investors, and is currently investing roughly $500 million of initial equity in core, direct opportunities throughout the US. Prior to joining Zurich, Mr. Bannon held various real estate positions with Lehman Brothers and Arthur Andersen. Mr. Bannon holds a BS in Accounting and Computer Information Systems from Fairfield University, and a Masters of Business Administration degree from Columbia Business School.
CEO
Marx Realty & Improvement
Craig Deitelzweig joined Marx Realty as its President and CEO in 2017 and has been responsible for growing the company as well as streamlining the company’s strategy by focusing on value-add office investments in three core markets: New York City, Washington D.C. and Atlanta. Craig is also charged with repositioning Marx’s entire portfolio as well as growing the Marx team and profitability. Over his 25-year career, Craig has vast experience in every aspect of the real estate industry and believes in a very hands-on approach.
Prior to Marx, he held senior roles at both private equity and private development companies, including redeveloping over 50 assets in major markets across the country with a particular emphasis on NY and DC. Craig’s projects have received various awards from industry groups such as NAIOP, BOMA, Globe St., Crain’s, Washington Business Journal and AIA. He has been interviewed as a thought and innovation leader in several features in the Wall Street Journal, Fortune, CNN, CBS, Bloomberg and on CNBC, and was selected as one of the Real Estate Forum’s Best Bosses of 2019. Under Craig’s leadership, Marx was selected to Crain’s Best Places to Work in 2020, 2021, and 2022.
Craig graduated Cum Laude from Tulane University’s Freeman School of Business (where he currently serves on the Executive Committee of the Advisory Board) and earned a J.D. at Fordham University’s School of Law. Craig serves on the Mixed-Use Council of the Urban Land Institute as a ULI mentor; on the Strategic Advisory Council of Shadow Ventures, a venture capital firm specializing in PropTech investments; and on ULI's New York Awards Selection Committee.
Managing Director
Pearlmark
Christopher S. Méndez is a Managing Director of Pearlmark based in New York, with responsibility for overseeing the firm’s equity investment activities including sourcing, underwriting, and executing transactions for Pearlmark’s investment vehicles. Prior to joining Pearlmark, Mr. Méndez served as Director and Co-Head of US Investments at Madison International Realty. Prior to joining Madison, Mr. Méndez worked for Morgan Stanley Real Estate, where he engaged in both investment banking and principal investing transactions. Mr. Méndez earned his BS from the School of Hotel Administration at Cornell University and his MBA from the Wharton School at the University of Pennsylvania. In addition, Mr. Méndez is a CFA charterholder, CIPM certificant, CCIM, and a member of the CFA Society New York.
Hospitality |
Hospitality Gold Rush: Strategies for Maximizing Returns in a Dynamic MarketThe hospitality sector is undergoing a resurgence, with tourism expected to grow 12% year-over-year and key markets outperforming expectations. Investors face unique opportunities to capitalize on growth markets, premium asset trends, and innovative strategies for value creation. This session will dive into the evolving dynamics of the hospitality market, exploring how both existing portfolios and new deployments can drive returns while addressing emerging liquidity solutions.
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Moderator
Director
Canyon Partners Real Estate
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).
Executive Vice President - Family Office CRE
Sovereign Capital NYC
Mr. Negari is the Co-Founder and EVP of Sovereign Capital NYC. Michael’s duties include joint venture relationship-management, sourcing, due-diligence, underwriting, financing, capital markets and asset management. Prior to Sovereign, Michael spent 11 years in the mergers and acquisitions sector. While at Oberon Securities, he assisted corporate client acquisitions, divestiture and capital raising efforts as a generalist leading deal teams. Prior to this, Michael was a Senior Associate at Duff & Phelps’ Valuation Advisory Services group focused in M&A – clients served include D.E. Shaw & Co., Fortress Investment Group LLC, Apollo Management L.P., Conversus Capital L.P., Newcastle Investment Corp., The Carlyle Group, among others. While pursuing his MBA in Corporate Finance at Fordham University, Mr. Negari spent two years as an M&A Associate at David N. Deutsch & Co. (boutique investment bank). Prior to obtaining his MBA, Michael was a Financial Analyst within AIG’s Global Investment Group managing $11.9Bn (AUM).
Managing Director
Goldman Sachs
Nitin has been at Goldman Sachs for 13 years and is currently a Managing Director in the Capital Markets group in the Commercial Real Estate Financing Group. His primary responsibilities include pricing new issue CMBS, risk management of the CRE book and distribution of CRE debt, in securities and sub-debt (b-note / mezz / pref etc) form.
Executive Director
PGIM Real Estate
Shaunak Tanna is an executive director at PGIM Real Estate. Based in New York, Shaunak is responsible for sourcing, underwriting, and structuring real estate investments including senior and mezzanine loans and preferred equity transactions for the eastern U.S.
Prior to joining PGIM Real Estate, Shaunak was Head of Structured Investments for Basis Investment Group, LLC, where he was responsible for the firm’s mezzanine and bridge lending, and originated a range of investments across stabilized, development and transitional value-add properties. Before Basis, he was with Terra Capital Partners, LLC and its affiliate The Greenwich Group International, LLC.
Shaunak has a Bachelor of Commerce in accounting and taxation from the University of Mumbai and a Master of Business Administration in real estate from Baruch College. Shaunak is also a Chartered Accountant, and an active member of the Advisory Board for Steven Newman Real Estate Institute of Baruch College.
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