Real Estate Family Office East
Miami, FL
October 24 - 25, 2018

Description

Following a series of successful conferences across the country (Miami, California and Chicago), IMN is excited to return to Miami to host our 4th Annual Real Estate Family Office and Private Wealth Management Forum (East), October 24-25, 2018 in Miami, FL.

With the average family office now allocating about 15% of their portfolio to real estate direct investments (up from 13% last year), IMN’s Real Estate Family Office Forum is well-timed for the industry to discuss the opportunities in this asset class.

Whether you use direct investments, private equity managers or the public markets, there is a plethora of investment options that can be considered. This deep dive into real estate by the IMN conference will meet all of your educational and networking needs.

We look forward to welcoming to you Miami in October!

Who Should Attend
  • Asset Managers
  • Debt & Equity Financiers
  • Family Business-Owners
  • Family Foundations and Endowments
  • Family Offices
  • Investment Consultants
  • Investment Infrastructure Providers
  • Legal
  • Placement Agents
  • Private Banks
  • Private Equity
  • Private Investment Offices
  • Private & Public Real Estate Funds
  • Private & Non-Traded REITs
  • Real Estate Investment Managers
  • Tax Services Including 1031 Investment Advisors
  • Wealth Advisors

Conference Highlights

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Networking

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My Agenda

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Agenda

    Wednesday, October 24th, 2018

      7:15 AM
      Registration for Breakfast Roundtable Participants


      7:30 AM
      Breakfast Roundtable: Women in Real Estate Investment and Wealth Management

      • Industry veterans share their experiences with issues specific to women in real estate investment and wealth management.
        • Joy Schoffler , Chief Strategy Officer (Casoro Capital)

      7:30 AM
      Registration and Breakfast for All Conference Attendees


      8:25 AM
      IMN Welcome Remarks


        • Peter Gilfillan , Conference Producer (IMN)

      8:30 AM
      Macroeconomic Factors Influencing Real Estate Investments

        • Which major macroeconomic trends are influencing investment decisions?
        • Where are we in the current market cycle?  Are we at the end of a bull run?
        • How are rising interest rates affecting investment in the real estate sector?
        • Investment trends – which asset classes are seeing most activity and which are suffering?
        • What is your outlook for 2019?  Which sectors and geographies will be ‘hot’ in 2019?
        • Focus on South Florida – where are the biggest opportunities today?

        • Chris Loughran , Managing Director, Capital Formation & Financing (Amherst Capital Management)
        • Chad Carpenter , Chairman & CEO (Reven Housing REIT, Inc.)
        • W. Colin Walker , SVP & Private Client Advisor (U.S. Trust)
        • Julie Neitzel , Partner (WE Family Offices)

      9:15 AM
      General Commercial Real Estate Opportunities: Office, Industrial & Retail

        • Assessing the performance of these asset types - what are the projections for the coming years?
        • What are the best strategies for retail properties?
        • How do you view the growth of e-commerce and what effect has this had upon your investment strategy in the last few years?
        • Where are the opportunities and what challenges face the commercial real estate market?

        • James Solomon , Principal & CIO (Ravinia Capital Group)
        • Scott Barnum , Managing Director (Amherst Capital Management)
        • Stuart Caplan , CIO & Partner (Apex Financial Advisors)
        • Shane Hillsley , Managing Director (Rosehill Group)
        • Jasmine Nazari , Partner & Head of IR (Urban Green Investments)

      10:00 AM
      Networking Break Courtesy of:

      •  

      10:45 AM
      Real Estate Access For The Masses: Achieving Investment Access on Behalf of Family Offices and High Net Worth Individuals

        • How do you source new investment opportunities?
        • What do family offices have to do to get access to real estate deals?
        • How do you evaluate an investment manager?  What are the red flags?
        • What are your ROI goals and expectations in terms of fee structures
        • Marrying your investment thesis with the proper due diligence methodology

        • Thomas J Haug , CEO & Managing Member (Aspen Tree Advisory)
        • John Tassone , Executive Managing Director (Boston Private Wealth)
        • Christopher Brodhead , SVP, Investor Relations (BROADSTONE)
        • Jeffrey Selinger , CIO (GMF Capital)
        • Maurice E Maertens , CIO (MEM Family Office)
        • Joshua Smilowitz , VP, Acquisitions (The Gonzalez Family Office)

      11:30 AM
      The Promise of Opportunity Zones: Private Capital in Aid of Low-Income Communities

        • Opportunity Zones 101 – understanding the development program
        • What tax-related information do investors need to be aware of?
        • Evaluating the benefits and challenges of investing in Opportunity Zones
        • Which regions are primed for investment and which real estate sectors?
        • How do family offices view this opportunity?

        • Jeffrey Bowden , Tax Principal (Anchin, Block & Anchin LLP)
        • Matthew Chancey , Certified Financial Planner (Claraphi Advisory Network)
        • James Solomon , Principal & CIO (Ravinia Capital Group)
        • Louis Dubin , Managing Partner (Redbrick LMD, LLC)
        • Robb Bollhoffer , Managing Principal (29th Street Capital)

      12:15 PM
      The Importance of Cyber Security for Family Offices


        • Brendan Boyle , VP of Acquisitions (South Haven Investment Group)

      12:40 PM
      Networking Lunch Break


      1:40 PM
      Opportunities Within the Multi Family Sector

        • Key market drivers for the multi family sector – what has been impeding the market and what has been aiding it?
        • Which areas are seeing lots of multi family development?  Which areas are oversupplied?
        • What other factors need to be taken into consideration when investing in a multi family residential project?  Do you have relationships with specific developers?
        • How are local governments incentivizing private investors to meet housing affordability needs?  Do these measures negatively impact profits?

        • Joy Schoffler , Chief Strategy Officer (Casoro Capital)
        • Charles Foschini , Senior Managing Director (Berkadia)
        • Scott Hall , SVP of Operations (CNL Financial Group)
        • Vincent DiSalvo , Director, Acquisitions (Kingbird Properties LLC)
        • Michael Hammon , SVP (The Related Group)

      2:20 PM
      Investing in Hotel Development and Acquiring Existing Hotels

        • Where are we in the cycle?  Do you acquire existing properties or is it time to develop?
        • Looking at the figures – where are new hotels being built?  Where are the investment opportunities?
        • Select service, branded hotels – creating portfolios for value added opportunities
        • Debt, equity, funds, deal-by-deal and joint venture structures
        • Mixed-use and master planned development vs condo projects
        • What are the current terms of such deals?

        • Courtney Clark , Managing Director (Aspen Peak Advisors)
        • Madhi Nair , CEO & Principal (Esperanto Developments, Summit 11 Investment Group)
        • Mark Hamister , Founder, Chairman & CEO (Hamister Group)
        • Rudy Reudelhuber , Managing Director (Hodges Ward Elliott)
        • John Hamilton , SVP Acquisitions & Business Development (Pyramid Hotel Group)

      3:00 PM
      An Aging Population: Investment Opportunities in Senior Housing and Healthcare

        • Evaluating the main characteristics of senior housing investment opportunities
        • What is the current demand for senior housing and which markets are looking hot for the coming year?
        • Are there issues with oversupply and occupancy rates in low barrier to entry markets?
        • Which subsets of senior housing are most appealing – independent, assisted living?
        • How are tech firms shaking up the senior care and senior living space?

        • Henry Alonso , SVP (KeyBank Real Estate Capital)
        • Mark Hamister , Founder, Chairman & CEO (Hamister Group)
        • Jonathan Slusher , VP & Senior Relationship Manager, Healthcare Group (KeyBank Real Estate Capital)
        • Michael Zamir , Managing Principal (Next Healthcare Capital)

      3:40 PM
      Networking Break Courtesy of:


      4:20 PM
      Disruptive Technology and Innovation in Investor Reporting

        • How have changes in LP reporting requirements driven innovation among GP financial reporting professionals?
        • What's the impact of automation in the offering subscription process?
        • What can family offices learn from the convergence of CRM and fund accounting systems?
        • How can modern investor portals drive greater transparency in manager performance?
        • How can modern tools allow you to more effectively manage workflows with your JV partners?

        • Melissa Houston , Head of Business Development (Juniper Square)
        • Robb Bollhoffer , Managing Principal (29th Street Capital)
        • Chris Powers , Founder & CEO (Fort Capital)
        • John Lustgarten , CIO (Summit Equity Investments)
        • Jasmine Nazari , Partner & Head of IR (Urban Green Investments)

      5:10 PM
      Secured Debt and Its Increasing Popularity Amongst Hard Money Lending Family Offices

        • Why are family offices seeking out secured debt opportunities?
        • What other types of debt platforms are active in the market?
        • How do private debt loans differ from typical bank loans?
        • What kind of returns can be expected?
        • Risks and other important factors that need to be considered when providing private debt loans

        • Mary D'Souza , Managing Director (Sixiang Holding)
        • David Blatt , CEO (CapStack Partners)
        • David Grossman , President (First Boston Capital Partners)
        • Bryan Green , CEO (Ohana Financial Services)
        • Mathew Feldman , Managing Director (The Carlyle Group)

      5:45 PM
      Networking Drinks Reception


      6:45 PM
      Conclusion of Day 1


    Thursday, October 25th, 2018

      8:00 AM
      Registration and Breakfast for Roundtable Attendees


      8:30 AM
      Family Office & Private Wealth Manager Interactive Roundtable

      • This interactive closed door session for family offices and private wealth managers will address a number of issues, centered around a few main themes.
        • What is different about family office investing to other types of investing and investors?
        • Macro considerations (real estate market trends, interest rates, real estate asset classes etc.)
        • Micro considerations (family considerations, societal considerations, diversification & liquidity)
        • What real estate do families want?  Cash flow vs. value investment
        • How to access and evaluate real estate investment opportunities
        This session will be very interactive so please come armed with questions, thoughts and opinions!
        • James Solomon , Principal & CIO (Ravinia Capital Group)

      8:45 AM
      Registration and Breakfast for All Conference Attendees


      9:25 AM
      IMN Welcome Remarks


      9:30 AM
      Niche Opportunities & Alternative Investments Within Real Estate

        • A deep dive into the various alternatives out there – urban parking, senior and student housing, co-working, self-storage, agricultural land, conservation etc.
        • Which sectors provide the most promising yields?
        • How important is portfolio diversification as a form of risk management?
        • What risks need to be considered when investing in niche opportunities, themselves?
        • Do these alternatives lend themselves better to short or long term investments?

        • Courtney Clark , Managing Director (Aspen Peak Advisors)
        • Austin Carlson , Managing Director (Parkview Financial)
        • Michael Romita , Managing Principal (Ranger Asset Management LLC)
        • James Masciello , Principal & Portfolio Manager (Raven Capital Management / X Social Communities)

      10:15 AM
      Creating a Succession Plan: Structural Issues & Multi-Generational Transitioning

        • Is it possible to produce one comprehensive plan that services multiple generations?
        • How can differences in views between generations be reconciled?  With whom does the responsibility lie?
        • When does it make sense for a family member to remove themselves from the decision-making functions of the family office?
        • How does your practice approach such issues?

        • Leah Zveglich , Managing Partner (Aster Club)
        • Thomas J Haug , CEO & Managing Member (Aspen Tree Advisory)
        • Barry Gurland , Partner (DB Family Office)
        • Lisa Ditkowsky , President (Pllush Capital Management, Inc.)

      11:00 AM
      Networking Break Courtesy of:


      11:30 AM
      Opportunities in Direct Real Estate Investing

        • What are the benefits that a family office can bring to a GP through a direct investment?
        • How do you view direct investments in early-stage and mature companies?
        • Evaluating the different ways in which a direct investment can be structured, and the pros and cons of each
        • What are your views on co-investing?  How do you conduct due diligence on the co-investor, as well as the deal itself?

        • James L. Fried , President (Sandstone Realty Advisors)
        • Barry Gurland , Partner (DB Family Office)
        • Sally Burns , VP (Veritas Family Partners)

      12:00 PM
      Internal Investment Team vs OCIO: Selecting the Right Approach For Your Family

        • What are the pros and cons of hiring an internal investment team and, conversely, of using an OCIO?
        • How can you identify and retain talent?
        • When does each model make sense?
        •  What are the responsibilities of an OCIO?  Selection criteria and red flags?

        • Shalin Madan , Founder (Bodhi Tree Asset Management, LLC)
        • Thomas Gayer , Private Wealth Advisor (Janney Montgomery Scott)
        • Peter Habib , Principal Family Member (MPI Family Office)
        • Sandra Familet , Investment Advisor (The Chauncey F. Lufkin III Foundation)

      12:45 PM
      Close of Conference


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Contact Us

Venue

  • Conference Venue
  • W South Beach


    2201 Collins Ave
    Miami Beach, FL, 33139
    USA

    Additional Info:

    Reservations can be made in IMN's discounted room block by booking through the above link, or by calling 1-888-625-4985 and asking for the IMN Family Office East Room Block. Rooms can be booked, pending availability, until our cutoff date of 5pm EST on Tuesday, October 2, 2018. Please note that IMN has not retained any third party vendors to assist with reservations.  Please make all reservations by calling the hotel directly or using the above reservations link.

Speakers

Content/Audio Files

  • <span style="color: #888; font-size: 0.8em;">Only sessions that contain published presentations or audio files are shown here. To view full agenda please expand "Agenda" tab. <br/> <br/> Also please do not forget that if you are playing audio files on the mobile device (without being connected to WiFi), your Mobile/Cellural Internet data will be spent to play these audio files. </span>
  • Wednesday, October 24th, 2018
  • Thursday, October 25th, 2018

1120 Avenue of the Americas, 6th Floor, New York, NY 10036
Tel: +1(212)901-0506 Fax: +1(212)768-2484
Email: mail@imn.org


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