Real Estate CFO & COO Virtual
Virtual Conference
October 1, 2020

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IMN's Real Estate CFO & COO Virtual Forum will bring together institutional investors, developers, fund managers, REITs and more on October 1 to discuss the future of real estate investment and operations, strategies to protect portfolios, lessons learned amid the industry’s rapid transformation.

Presenting a new forum fostering candid debate, meaningful professional connections, and the exchange of critical market intelligence, and built upon a best-in-class, user-friendly platform, the virtual conference features a host of capabilities that will ensure you equip yourself with the information and connections signature to our industry-leading live event, including:
  • Attendee Networking Attendees and sponsors can meet via video or text chat; one-on-one or in groups; to discuss the latest deals, investment opportunities or whatever else is on your mind.
  • Diverse Content Hear from industry leaders through a range of keynote addresses, panel discussions, ‘closed-door meetings’, and roundtables.
  • On-Demand Access Can’t make it to the live session? Add it to your personal calendar and enjoy on-demand access whenever the time is right.
  • Speaker Engagement Engage directly with the virtual conference speaking faculty during live sessions with Q&A and polling, or take the conversation offline within the networking portal.
  • Unlimited Resources Download and save pertinent industry resources throughout the entire platform from panel presentations to exhibitor whitepapers, you will not leave the conference empty-handed!
  • Ease of Access Register for the virtual conference and receive access from any device no matter where you are.
IMN is excited to adapt alongside our real estate clients and we hope you will join us for this must attend virtual gathering.

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

Networking Tutorial

    Platform Introduction
    Getting Started
    Updating Personal Info
    Updating Demographics
    Searching By Name/Company
    Filter By Demographics
    Send Invitation
    Accept Invitation
    Messaging Connections
    Post Conference Content


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My Agenda

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    Thursday, October 1st

      9:10 AM
      Explore the Hubb Platform

      • Finish setting up your Hubb profile, watch the welcome video, schedule one-on-one meetings, watch on-demand content, and more

      9:25 AM
      Exhibit Hall Opens & Networking Begins

      • Take some time to connect with your industry peers, and learn more about the products and services that could transform your business, by visiting the exhibit hall and exploring the virtual booths on display.     *A note on timings: we want you to stay engaged with the fantastic content we have on offer today from our superb speaker faculty.  Recognizing that a virtual conference is consumed differently, we want to enable you all to grab coffees, snacks, check emails and, dare we say, tend to children (!), therefore each panel includes a 15 minute buffer at its conclusion to allow you to take those breathers, stay charged and ready to go.

      9:40 AM
      CFO Roundtable: Are You Playing Offense or Defense?

        • What steps are real estate owners, lenders and investors taking to navigate market dislocation?
        • How are you managing relationships with equity holders?
        • What are your top concerns around debt service coverage?
        • How are you handling negotiations with lenders? What kind of information are they expecting owners and sponsors to provide?
        • What terms are lenders offering? Which loan relief options are available?
        • Where are you sourcing rescue capital?
        • How are CARES Act provisions, SBA relief and alternative financing options impacting your business strategy?
        • How are PPP loans affecting your balance sheet? What risks and liabilities are unique to these loans?

        • Ed Kindelan, Office Managing Partner-Boston (CohnReznick LLP)
        • John Gottfried, CFO (Acadia Realty Trust)
        • Richard Crofts, Chief Financial Officer (BentallGreenOak)
        • Carla R Stoner, Chief Financial Officer (Harbor Group International)
        • Sean Cunningham, Chief Financial Officer (Integrated Capital Management)
        • Jennifer McLean, CFO (Kushner Companies)

      10:25 AM
      Hosted Roundtables: Hot Topics in Finance & Operations

      • Join our sponsors for their live, content driven roundtable discussions by going into the sponsor’s booth and clicking Join Live Meeting Room! Visit the BrainBox AI booth to discuss the topic of Investing in Technology to Increase Equity Value Visit the eFront booth to discuss the topic of Streamline Real Estate Data Management and Reporting Visit the RSM booth to discuss the topic of Distressed Acquisitions Visit the SS&C booth to discuss the topic of Fund Administration

      10:50 AM
      Optimizing Your Fund Administration System

        • What would the ideal fund administration system look like to meet increasingly complex reporting requirements, as compared to what is feasible?
        • To what extent should fund administrators be responsible for transparency?
        • How is remote working impacting fund administration?
        • What challenges do you face around scaling, and what solutions are you seeking?
        • What techniques are fund administrators using to meet increasingly complex regulatory requirements?
        • What’s on your checklist when selecting a fund administration service provider? Which functions do you keep in-house?

        • Matthew Fowkes, Director, Real Assets (SS&C Technologies, Inc.)
        • Vittoria Reimers, VP of Investor Services (Juniper Square)
        • Mike McCabe, Global Head of Sales, Product, and Marketing (MUFG Investor Services)
        • Joe DiSalvo, Senior Vice President (RXR Realty)
        • Tom Stults, Managing Partner (Watchung Capital)
        • Alex McGillivary, Senior Account Executive (Yardi Systems Inc.)

      11:35 AM
      Hosted Roundtables: Hot Topics in Real Estate Finance & Operations

      • Join our sponsors for their live, content driven roundtable discussions by going into the sponsor’s booth and clicking Join Live Meeting Room! Visit the Juniper Square booth to discuss the topic of Investor Reporting Visit the Lombard International booth to discuss the topic of Using Tax Efficient Structures to Increase Investment Returns Visit the Withum booth to discuss the topic of Tenants in Peril-Protecting your rights before and after tenant bankruptcy

      Track A 12:00 PM
      Investment Challenges & Opportunities

        • In which markets and metropolitan areas do you see the largest changs in the values of investment properties?
        • What role are REITs playing in the distressed acquisitions market?
        • What strategies are you using to attract international investment in U.S. real estate? 
        • What are the most efficient and effective structures for facilitating non-U.S. investments in U.S. real estate?
        • What is the level of interest by non-U.S. investors in U.S. real estate, and has it changed as a result of the pandemic?
        • What types of U.S. real estate are most attractive and what level of returns are expected?
        • How has the due diligence process for non-U.S. Investors changed with the pandemic?

        • Thomas Wiese, Executive Managing Director (Lombard International)
        • Jonathan Kalikow, President (Gamma Real Estate)
        • Lucian Cohen, Vice President, Finance (Lonicera Partners)
        • Irwin Boris, Head of Acquisitions (Peykar Capital)
        • Elizabeth Pagliarini, COO & CFO (Summit Healthcare REIT, Inc.)
        • Frederick Cooper, SVP, Finance, Int. Dev. & IR (Toll Brothers, Inc.)

      Track B 12:00 PM
      Improving Transparency & Efficiency in Investor Reporting

        • What kinds of on-demand reporting capabilities are investors demanding, and how are you using technology in this area?
        • What is your staff and cost related to investor reporting?
        • What are the latest trends in reporting standards?
        • Which compliance pitfalls will the SEC prioritize, and how can you reduce the risk of an enforcement action?
        • What do asset owners and fund managers need to know about compliance, and how will this impact your investor reporting functions?
        • What reporting challenges are you facing as your firm adjusts its business strategy? What are the unique complexities of private equity investor reporting?
        • 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? How frequently do you report to these clients?
        • What opportunities exist to improve budgeting and reforecasting? Which systems, processes, teams and best practices do you have in place now, and how do you expect those will change?

        • Joshua Demers, Director (SS&C Technologies Inc)
        • Kelly Blair, Chief Financial Officer (BKM Capital Partners)
        • Chad Briggs, CFO (Bridge Investment Group)
        • Brandon Palladino, Director (DealCloud)
        • Shaun Trimblett, Director of Product Development (MUFG Investor Services)
        • John Caruso, Managing Director, Global Head of Fund Finance (Nuveen Real Estate)

      Track A 1:00 PM
      Combining Technology, Data Governance & Analytics to Accelerate Deal Flow

        • How can real estate owners improve their data governance to better support their investment strategy and operating model?
        • What degree of sophistication are you looking to achieve with your data analysis? Which technologies are enabling more valuable insights?
        • How are you using PropTech and FinTech to close more deals, smarter and faster? What results have you achieved?
        • What are the most recent innovations in the PropTech space? Where do you expect to see emerging trends go within the next few years?
        • What efficiencies can technology help real estate finance and operations professionals achieve? How could the real estate industry benefit from automation? What’s a feasible payback?
        • Due diligence: When onboarding a new investor or vendor, what’s on your due diligence checklist? How do you navigate the Know Your Customer process, and what roles does technology play?

        • Kathleen Hurley, Chief Information Officer (Madison International Realty)
        • Mike Sebastian, Industry Principal Director (Appfolio Investment Management)
        • David Hott, President (Hott Solutions Corp)
        • Davide Manstretta, Director, Aladdin Product Management - Real Assets (eFront (a part of BlackRock))
        • Nilesh Bubna, Founding Partner & CFO (Longpoint Realty Partners)
        • Lisa Stanley, CEO (OSCRE International)

      Track B 1:00 PM
      Legal Issues, Tax Implications & Untapped Opportunities in Debt Restructuring & Workouts

        • What impact do federal income tax considerations have on the structure of a workout?
        • Which tax law changes are poised to have the strongest impact on real estate?
        • What are the most important tax considerations of investing in opportunity zones? What are the cyclical risks of opportunity zone funds and other long-term investment vehicles?
        • How are you adjusting your strategy in anticipation of a phasing out of LIBOR?
        • Which types of real estate loans are entering special servicing and receivership, and how might that change over the next 6-12 months? What legal implications are most important for real estate owners, and which opportunities are emerging?
        • To what extent have lenders shifted from accommodating borrowers with forbearance, deferment, etc., to enforcing remedies through foreclosure or loan sale?
        • How does turnaround and workout activity vary by sector and geography? What do real estate owners need to know when considering a workout?
        • What are your predictions for distressed deal flow and default rates in 2021? How is this informing your business strategy?

        • Mitchell Taras, Partner (Sadis & Goldberg LLP)
        • Jeffrey Bowden, Tax Principal (Anchin, Block & Anchin LLP)
        • Lunelle Siegel, Senior Vice President, East Region Manager (BBVA)
        • Scott Gillanders, SVP, Credit & Operations Manager (Berkshire Bank)

      Track A 2:00 PM
      Investing in Technology for Capital Preservation

        • How are innovations in technology impacting the commercial real estate values? What risks are they helping to identify and mitigate?
        • What are they key components of your technology investment strategy? How are you leveraging technology to manage compliance, hiring and training, and reporting?
        • How critical are data management and governance in your firm today? What are the complexities and rewards of investing in technology and partnering with third-party software and technology companies?
        • What inefficiencies has the global pandemic highlighted in your property management strategy, and what solutions are you exploring?

        • Scott Tavolacci, Northeast Regional Director (Yardi Investment Management)
        • Freddy Potter, Senior Account Executive (AvidXchange, Inc.)
        • Rainer Wellige, Chief Revenue Officer (BrainBox AI)
        • Stephanie Matz, CFO (Buhl Investors)
        • Barbara Rea, Founder (Rea Advisory Group)
        • Josh Malinoff, Principal (REdirect Consulting)

      Track B 2:00 PM
      Accounting Considerations for Real Estate Owners

        • Which key accounting considerations have come to light during the pandemic?
        • What are the most important cost segregation considerations for investors?
        • How is remote working impacting accounting functions?
        • What parts of your accounting process are you automating?
        • How has the pandemic impacted your accounting needs and processes?

        • Brian Lovett, Partner, Team Leader, Real Estate Services Group (Withum)
        • Edmund Taylor, Principal & COO (Crescit Capital Strategies)
        • Bridget McGregor, SVP & Director of Accounting (GID)
        • Lindsey Jacot, VP of Finance & Corporate Strategy (Pennybacker Capital)

      Track B 2:45 PM
      Stimulus Plan Update: CARES Act, Cost Segregation, Energy Tax Credit & Incentive Strategies

      • Learn the latest tax benefits and strategies in the recent CARES Act of 2020, Coronavirus Relief and PPP and as well as the Tax Extenders Bill the end of 2019 that renewed some important original Energy Policy Act incentives for the real estate industry and design of energy-efficient buildings. Update on all Federal, State and Local programs that may apply retroactively as well as to current and future projects to help maximize results. Valuable tax credit and incentives to be discussed will include Opportunity Zones, EPACT 179D and 45L energy tax credits, Historic tax credits, Solar and Renewable Energy tax credits, and the powerful R&D Tax Credit designed to help architects and engineers who develop new and improved designs, concepts and innovative processes.

        • Michael D'Onofrio, Managing Director (Engineered Tax Services Inc)

      2:55 PM
      Afternoon Networking Break

      3:15 PM
      COO Roundtable: A Guide to Strategic Transformation

        • What recent adjustments have you made to your operating model? Do you plan to change this model in the next several quarters?
        • How has the pandemic impacted your hiring strategy? What strategies are you relying on to build and grow strong teams?
        • Within your organization, where have you identified opportunities to reduce operating costs?
        • What tech solutions do you use for back-office management?
        • How are you managing change and growth within your organization? What tools are you using to develop a digital transformation strategy?
        • Which changes to your operating model do you think will be temporary, and which are more likely to be permanent?
        • What strategies are you employing to protect your portfolio?

        • Troy Merkel, Partner (RSM US LLP)
        • Mark Maduras, CFO & COO - Real Estate (Angelo Gordon)
        • Melanie Pennell-Mayer, Principal & COO (Associated Ventures)
        • David Perez, COO (Carroll Organization)
        • Ashwin Shetty, Chief Operating Officer (Nitya Capital)
        • Laurie Golub, COO (Square Mile Capital Management LLC)

      4:15 PM
      Reimagining the Valuation Process for Distressed Assets

        • What are key considerations when trying to assign value to a distressed asset? How are you assessing the value of assets today?
        • What has changed/what will change about the timing and pricing of deals in a distressed environment?
        • What are your projections for deal flow over the next 6-12 months?
        • Which groups are leading acquisitions and fundraising activity for distressed acquisitions?
        • How are you handling due diligence, and what unique challenges are you encountering?

        • Steve Klett, MAI, Director (Moss Adams LLP)
        • Mark Weinstein, President (MJW Investments)
        • Robert Hellman, Managing Director and COO (Pembrook Capital Management)
        • Christopher Perry, Vice President, Valuations (RealPage Inc.)
        • Aaron Weaver, CFO (The Bendetti Company)
        • Jasmine Nazari, Partner, Chief Operating Officer (Urban Green Investments)

      5:00 PM
      Post-Conference Networking Power Hour: Breaking Barriers to Diversity, Inclusion & Equity in Real Estate

      • Join a candid discussion about the opportunities and challenges in creating a more diverse, equitable real estate industry. This interactive format encourages engagement and active participation from all attendees, in order to distill the important insights that will aid in your colleagues’ success.

        • Barbara Rea, Founder (Rea Advisory Group)
        • Jasmine Nazari, Partner, Chief Operating Officer (Urban Green Investments)



This is a past conference, no registration is available.

Contact Us


  • Conference Venue
  • Marriott New York Downtown

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


Content/Audio Files

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  • Thursday, October 1st

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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