Real Estate CFO & COO (East)
New York, NY
September 5 - 6, 2019


Mark your calendar for IMN's 8th Annual Real Estate CFO & COO Forum (East) in New York City on September 5-6, 2019!
Every year, the forum provides unmatched opportunities for attendees to expand their knowledge from sessions focused on the latest trends in accounting, regulations and technology, and also in hours of built-in networking opportunities for forging those critical business connections.
Following a sold out gathering of over 450 at last year's conference, the 2019 iteration brings a wealth of fresh content, with presentations and panels covering RegTech, talent wars, late-cycle fundraising opportunities, unleashing the power of AI, inclusion and diversity in leadership, and so much more. At this forum, CFOs, COOs, Tax & Accounting Officers, Controllers, Treasurers and more will converge for a day and a half program packed with insights from real estate developers, lenders, REITs, and operating companies.

We look forward to seeing you in New York City this Fall!

Who Should Attend
  • Accountants
  • Chief Accounting Officers
  • Chief Financial Officers (of REITs, Funds, Lenders and Operating Companies)
  • Chief Operations Officers
  • Chief Tax Officers
  • Controllers
  • Tax
  • Treasurers
  • Service Providers

Conference Highlights

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My Agenda

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    Thursday, September 5th, 2019

      7:30 AM
      Registration & Breakfast for Roundtable Participants

      7:45 AM
      Breakfast Roundtable: Women in Real Estate Finance & Operations

      • Industry luminaries convene for a candid discussion of the evolving roles of real estate CFOs and COOs, and the key skills needed to succeed in real estate finance and operations, sharing their efforts to improve diversity and incluson at all levels of seniority across the industry.

      7:45 AM
      Breakfast & Registration Courtesy Of:

      8:25 AM
      IMN's Opening Remarks

        • Sanyu Kyeyune , Program Manager (IMN)

      8:30 AM
      CFO Roundtable

        • Which digital and analytical tools are helping you prepare your organization for growth? What capital sources are you engaging?  
        • How are you managing hiring and retention in a tight labor market? Have you made any notable changes within your organization to overcome these challenges?
        • What do you see as the next potential disruptor to the real estate industry?
        • How are you approaching decisions to invest in technology?
        • How are you financing projects in anticipation of a downturn?
        • How have you adapted your investment strategy at this late stage in the cycle?
        • What industry trends are you following, and how have those informed your strategy for the next few years?

        • Ronald Kaplan CPA, National Lead, Commercial Real Estate Practice (CohnReznick LLP)
        • Alex Topchy , CFO (Broad Street Realty)
        • Brett Klein , CFO (EquityMultiple)
        • Carla R Stoner , Chief Financial Officer (Harbor Group International)
        • Jennifer McLean , CFO (Kushner Companies)

      9:15 AM
      Technology-Enabled Deal Flow

        • Which tech solutions are you using to increase and manage deal flow?
        • How do you use technology to assess loan performance?
        • What’s your process for evaluating your technology arsenal as your firm expands its portfolio into new markets?
        • In your current portfolio, how have you leveraged technology to generate value from existing real estate assets?
        • Which tech innovations do you anticipate having the greatest impact on your business as the real estate cycle continues to mature?
        • What are the newest innovations in construction technology, and how are these being applied in real estate?
        • To what extent do your pro-formas factor in climate risk? If not, how are you addressing the escalating risks to real estate posed by climate change? What energy-related benefits can construction technology offer?
        • How are real estate owners applying construction technology in large scale, mixed-use projects? How scalable is the technology?

        • Melissa Houston , Head of Business Development (Juniper Square)
        • Robert Bollhoffer , Managing Principal (29th Street Capital)
        • Mark Mosch , President (AndMark Management Company)

      10:00 AM
      Putting Data to Work

        • What data management systems and processes are you using or looking to use?
        • How do you control the integrity of your data? How do you manage cybersecurity risk?
        • Is your deal management software user-friendly for your deal teams?
        • How do you manage the costs of customizing software platforms to suit your business needs?
        • How is your organization using robotics and AI to execute more deals, faster?
        • How do you strategically hire IT professionals? Does your team need an in-house Chief Data Officer, or can you outsource that function?

        • Robert Shaw , Senior RE Consulting Manager (ALTARETURN)
        • Davide Manstretta , Head of Real Estate (eFront)
        • Scott Tavolacci , Northeast Regional Director (Yardi Investment Management)

      10:40 AM
      Diversity & Inclusion Fireside Chat

        • Stu Taub , Partner (McGladrey LLP)

      11:00 AM
      Networking Break Courtesy Of:


      • Track A: Capital Sourcing & Dealmaking

      Track A 11:30 AM
      Tax & Regulatory Update

        • How will loosening the Volker Rule impact your business? What are implications for the CMBS market?
        • What features of the qualified opportunity zones legislation are you following most closely, and what effect will they have on your investment strategy?
        • How do you staff your compliance and legal functions? What are the pros and cons of outsourcing vs. taking these roles in-house?
        • What are the SEC’s priorities right now in their examination of private funds?
        • How are CFOs and COOs approaching 1031 exchanges?
        • What are best practices for analyzing depreciation methods associated with tax shelters?
        • How are innovations in regulatory technology advancing? How are they helping companies keep up with the increasing demands of regulatory compliance? How is AI simplifying compliance workflow?
        • What regulatory shifts are changing the ways U.S. fund managers attract offshore capital?

        • Brian Newman , Partner, Tax (CohnReznick LLP)
        • Michael McMahon , EVP - Director of Tax (RXR Realty)
        • Brian Lovett , Partner, Team Leader, Real Estate Services Group (WithumSmith+Brown, PC)

      Track A 12:15 PM
      Get Your Project Off the Ground with Alternative Financing

        • How are sponsors accessing capital to get new projects off the ground?
        • What are the pros and cons of using alternative financing sources?
        • In which markets and for what size projects are private debt funds placing loans?
        • How are you engaging family offices, high-net worth individuals and institutional investors?
        • Have you adjusted your cost model, or do you plan to do so, in line with increasing labor, land and materials costs?

        • Melanie Pennell-Mayer , Principal (Associated Ventures, LLC)
        • Edmund Taylor , Principal & COO (Crescit Capital Strategies)
        • Vince Cicciarelli , Associate Director (Crowdstreet)
        • Ravi Ragnauth , Chief Financial Officer (The Davis Companies)


      • Track B: Operations, Fund Management & Administration

      Track B 11:30 AM
      A Guide to Outsourcing

        • How do you approach decisions around outsourcing? What general trends are you following around outsource models?
        • Are there certain functions that are strictly in-house? How do you anticipate that changing?
        • How do you maintain quality control with outsourced teams? How do you effectively leverage their capabilities?
        • How do you quantify the risk of outsourcing certain functions? Has this process changed recently?

        • Katie Kral , Controller (Baker Tilly Capital, LLC)
        • Hisham Kader , CFO (GID Investment Advisers LLC)
        • Jeff Bush , Managing Director (Standish Management, LLC)

      Track B 12:15 PM
      Innovations in Fund Administration

        • What M&A trends are you observing among fund administrators, and how do you expect these to evolve?
        • What drives your decision to outsource vs. insource your fund administration and property accounting functions? What is your process to effectively gather accurate data on multiple assets and operating partners?
        • What tools can fund managers and private equity investors use to more effectively communicate and share data? Which emerging technologies could help sponsors better integrate disparate sources of data? What technology are you using to enhance the investor experience?
        • How do you improve visibility into risk factors affecting your fund performance?

        • Scott Tavolacci , Northeast Regional Director (Yardi Investment Management)
        • Bob Woosley , Executive Director (FD Fund Administration)
        • Sean Cunningham , Chief Financial Officer (Integrated Capital Management)
        • Joe DiSalvo , SVP & Fund Controller (RXR Realty)

      1:00 PM


      • Track A: Capital Sourcing & Dealmaking

      Track A 2:00 PM
      Capital Markets Outlook: Debt Forecast & Sector Trends

        • What terms are banks offering for construction and bridge financing? What terms are you getting on loans for various property types? What are your predictions for the Fed’s decisions regarding interest rates in the next several quarters?
        • What are debt funds specializing in, in terms of property types, markets and financing terms?
        • How do private vs. public companies approach the debt market?
        • What capital markets trends do you expect to have the most meaningful impact on your business over the next year?
        • With so much capital chasing so few deals, where are you deriving value in your investments? How do you plan to tap into new sources of capital?
        • How much runway does CMBS have left? What's the forecast for CLOs?
        • What sort of opportunities are life companies targeting?
        • What type of equity structures are you pursuing?

        • Mary D'Souza , Managing Director (Sixiang Holding)
        • George Dabney , Managing Director (Brookfield)
        • Neil Duncan , CFO (Twining Properties)
        • Robert Hellman , Managing Director (Pembrook Capital Management)

      Track A 2:45 PM
      Seal the Deal with Institutional Capital

        • How have deal terms and reporting requirements changed as you work with additional institutional capital providers?
        • As more money comes into the market, how has your strategy changed?
        • How have you used technology to address a growing demand from institutions to have more transparency into their investments?
        • How have you stayed competitive in a tight multifamily market? 
        • Where are institutional investors identifying pockets of growth in the CRE market?

        • Chris Finlay , CEO & Chairman (Lloyd Jones Capital)
        • Bob Goldbaum , VP Strategy (Dynamo Software)
        • Thomas Wiese , Senior Managing Director (Lombard International)


      • Track B: Operations, Fund Management & Administration

      Track B 2:00 PM
      Managing Funds Across the Spectrum: New & Growing vs. Mature

        • What cost-effective strategies are you using to set up and grow funds?
        • As the manager of a mature fund, what lessons have you learned along the way?
        • How do reporting requirements and accounting considerations differ for funds of varying size, age and complexity?
        • How does capital availability differ by property sector?
        • To what extent is your fund leveraged?
        • Which fund administration tech solutions have proven the most effective in your business?
        • What challenges have you encountered in managing relationships with LPs? What strategies do you rely on to streamline this process when co-investing?
        • What recent adjustments have you made to your service model? Do you plan to change this model in the next several quarters?

        • Cyndy Silverthorn , Managing Director (Crow Holdings Capital)
        • Patrick Tully , Managing Director (Clarion Partners)
        • Jim Allen , CFO, Funds (Starwood Capital Group)
        • Craig Mitnick , SVP of Finance and Director of Financial Reporting (Time Equities Inc)

      Track B 2:45 PM
      Due Diligence & Documentation

        • What strategies are making your investor reporting process more transparent and streamlined?
        • When onboarding a new investor, what’s on your due diligence checklist? How do you navigate the Know Your Customer process? How do you manage and report investor dollars?
        • What are the greatest challenges around documentation?
        • What sources of information do you rely on to vet legal entities?
        • How have investors changed their approach to due diligence of fund principals?
        • How do reporting standards vary globally? How do fund performance metrics differ globally?
        • What impact do varying fund expense ratios have on the cost of doing business?
        • How are real estate fund managers approaching ILPA compliance?

        • Jerry Goodreau , Investor Relations (JMG Capital Investments )
        • Susana Paul , Partner & Director of Finance (TerraCap Management, LLC)

      3:30 PM
      Networking Break Courtesy Of:

      4:00 PM
      Opportunity Zones: Sourcing Capital, Structuring & Executing Deals

        • How are you structuring your opportunity zone funds to maximize tax incentives?
        • For some of your recent deals, what is the cost of capital? What returns are you achieving? What do your waterfalls between fund managers and real estate developers look like? What does this look like for fund managers and operating businesses?
        • What are the latest developments in opportunity zone legislation, and how does this impact your investment strategy? In light of recent guidance, how are you structuring multi-asset funds and making those investments work? How do you address taxation issues for multi-asset funds?
        • Is your firm investing in operating businesses? What are the complexities associated with those investments?

        • Brett Klein , CFO (EquityMultiple)
        • Steven Friedman , Director (CohnReznick)
        • Thomas Mayrhofer , CFO (EJF Capital LLC)
        • Jill Homan , President (Javelin 19 Investments)
        • Joseph Scalio , Partner, Tax (KPMG LLP)
        • Louis Dubin , Managing Partner (Redbrick LMD, LLC)

      4:45 PM
      A Higher Standard for Investor Reporting

        • What’s the newest development in NCREIF PREA reporting standards?
        • How have the expectations of your investors changed over the year, and how has this impacted your investor reporting process?
        • Will GIPS compliance become the new standard for fund managers in 2020? How likely are your investor to require fund managers to comply with GIPS?
        • What degree of transparency are institutional investors looking for as they increasingly seek out value-add and development opportunities, and how do you manage those demands?
        • What kinds of on-demand reporting capabilities are investors demanding?

        • Troy Merkel , Partner (RSM US LLP)
        • Nat Kunes , Senior Vice President (AppFolio Inc.)
        • Ron Rossi , VP, Business Development (IMS CRE)
        • John Caruso , Managing Director, Head of Finance, Americas (Nuveen Real Estate)
        • Jim Allen , CFO, Funds (Starwood Capital Group)
        • Michael Morrell , Manager, Real Estate (NYS Teachers' Retirement System)

      5:30 PM
      Networking Reception

      6:30 PM
      Day One Concludes

    Friday, September 6th, 2019

      7:30 AM
      Breakfast & Registration for CFO Breakfast Attendees

      8:00 AM
      CFO Closed Door Hosted by:

        • Ronald Kaplan CPA, National Lead, Commercial Real Estate Practice (CohnReznick LLP)

      8:30 AM
      Breakfast & Registration for All Conference Attendees Courtesy Of:


      9:00 AM
      COO Roundtable

        • What strategies do you use to build and grow strong teams? How has your onboarding process changed in light of recent employment trends?
        • What tools do you use to measure performance?
        • What role do you play in your firm’s branding and marketing?
        • What tech solutions do you use for back-office management?
        • What tools are you using to develop a digital transformation strategy?

        • Jonathan Robbins , COO (SMA Equities )
        • Robert Hellman , Managing Director (Pembrook Capital Management)
        • John Gilbert , COO & EVP (Rudin Management)
        • Laurie Golub , COO (Square Mile Capital Management LLC)

      9:45 AM
      Hot-Button Issues in FinTech & PropTech

        • How are real estate companies using FinTech to close more deals, smarter and faster? 
        • What areas of PropTech are interesting from an investment perspective?
        • How is investing in PropTech improving your financial bottom line and streamlining operations within your business?
        • What are the most recent innovations in the PropTech space? Where do you expect to see emerging trends, like co-living, go within the next few years?
        • Which areas of your business are seeing the greatest value from leveraging PropTech?
        • How could the real estate industry benefit from automation? What’s a feasible payback?
        • What’s on your vendor due diligence checklist?
        • What are the benefits and risks of tokenizing equity interests, and what do you need to know about the rules and regulations surrounding digital trades?

        • Kevin Chin , VP - Head of Business & Corporate Development (Securiti / The Guarantors)
        • Kathleen Hurley , Director of IT (Madison International Realty)

      10:30 AM
      Networking Break Courtesy Of:

      11:00 AM
      Talent Wars: Hiring, Retention & Engagement

        • What creative solutions have you found to attract and retain younger candidates? What challenges are you facing with retention? How is your organization managing employee turnover?
        • Aside from wages, how else are real estate companies competing for labor in a constrained market? What benefits are “make or break” for candidates seeking jobs in your organization?
        • What trends are having the greatest impact on your workplace strategy? Have you made any notable changes to your office design?
        • Are you hiring in according with a particular business plan, for example, based on AUM?
        • How are you addressing diversity and inclusion among leadership in your firm? How is this reflected among junior-level staff? How do you benchmark performance in this category?

        • Stephanie Matz , Director (CarVal Investors)
        • Lauren Young , Partner (PCCP, LLC)

      11:45 AM
      What's Your Exit Strategy?

        • How are buyers and sellers looking at the market today?
        • What do your top-line fundamentals look like, and how do they impact your exit strategies?
        • For your upcoming loan maturities, are you refinancing properties or portfolios or selling them?
        • How concerned are you about oversupply, and in which markets are you observing this trend?

        • Patrick Tully , Managing Director (Clarion Partners)
        • Ravi Ragnauth , Chief Financial Officer (The Davis Companies)
        • Hemant Chavan , Development Director (Gemdale USA Corporation)

      12:30 PM
      Real Estate CFO & COO Forum (East) Concludes



To register for this conference you must be signed in

  • Early Bird CFO/COO Registration - $595
  • CFO/COO Registration - $695
  • Super Early Bird Registration - $1,795
  • Early Bird Registration - $1,995
  • Standard Registration - $2,095

Contact Us


  • Conference Venue
  • Marriott New York Downtown

    85 West Street at Albany Street
    New York, NY, 10006

    Additional Info:

    Please use the link above to make a hotel room reservation in IMN's room block, pending availability, until our cutoff date of Wednesday, August 14. 

    IMPORTANT NOTE: IMN has not retained any third party booking company to assist with reservations. If you are interested in making reservations at the New York Marriott Downtown, you must book those rooms directly with the venue. 


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

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