Real Estate Family Office East
Miami, FL
October 16 - 17, 2019

Description

Following a series of successful conferences across the country (Miami, California and Chicago), IMN is excited to return to Miami to host our 5th Annual Real Estate Family Office and Private Wealth Management Forum (East), October 16-17, 2019 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

Networking Tutorial

    Platform Introduction

    LOADING MEDIA...

    Getting Started

    LOADING MEDIA...

    Updating Personal Info

    LOADING MEDIA...

    Updating Demographics

    LOADING MEDIA...

    Searching By Name/Company

    LOADING MEDIA...

    Filter By Demographics

    LOADING MEDIA...

    Send Invitation

    LOADING MEDIA...

    Accept Invitation

    LOADING MEDIA...

    Messaging Connections

    LOADING MEDIA...

    Post Conference Content

    LOADING MEDIA...

Networking

To utilize our online networking platform, you must be registered for conference and signed-in

Sign-In

My Agenda

  • To view your agenda you must be signed in Sign-In

Agenda

    Wednesday, October 16th, 2019

      7:45 AM
      Registration & Breakfast




        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      8:40 AM
      IMN Welcome Remarks




        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      8:45 AM
      Family Office Leadership Discussion on the Markets

        • Which sectors and markets are you most excited about?
        • Is there a downturn around the corner?  How does your feeling towards this impact your allocation to real estate?
        • How are leading family offices structuring deals to remain competitive?
        • What are the most common challenges facing today’s family offices?
        • How do family offices determine their asset allocations?
        • Are you using algorithms to make investment decisions? What assumptions go into those algorithms?
        • What resources are you using to mitigate risk?
        • How are you addressing cybersecurity and other existential threats?  What keeps you up at night?


        • Troy Taylor, President (Algon Group)
        • Paul Kang, President & CIO (Alta Companies)
        • David Eyzenberg, President (Eyzenberg & Company)
        • Peter Habib, Principal Family Member (MPI Family Office)
        • James Solomon, Principal & CIO (Ravinia Capital Group)
        • Richard Stone, CEO (Stone Family Office)

        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

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

        • A deep dive into the various alternatives out there – urban parking, senior housing, co-working, self-storage, agricultural land, conservation etc.
        • Closer look at net leased investments and their potential
        • 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?


        • Jeffrey Bowden, Tax Principal (Anchin, Block & Anchin LLP)
        • Jonathan Hipp, President & CEO (Calkain Companies)
        • Chip Pearson, CEO (EvrSource Capital)
        • Charles Campbell, Chief Executive Officer (Flagship Healthcare Properties)
        • Mark Hamister, Founder, Chairman & CEO (Hamister Group)
        • Austin Carlson, Managing Director (Parkview Financial)
        • Erik Hayden, President (Urban Catalyst)

        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      10:30 AM
      Networking Break Courtesy of:




        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      11:00 AM
      Investing Family Office Capital in Opportunity Zones

        • What types of opportunity zone projects are currently underway and what is the expected ROI?
        • Due diligence on opportunity zone projects – what do family offices need to know?
        • Analyzing the merits of the project vs only the tax benefits
        • Family office strategy – is it better to invest directly or as a limited partner, or both?
        • What fund structures are evolving amid changing regulations? How do you know if your fund is structured correctly?
        • Are certain markets or property types better suited for opportunity zone investment than others?
        • What do you need to know to protect your investments in opportunity zones?


        • Jack Rybicki, Principal (CliftonLarsonAllen LLP)
        • Matthew Ehinger, Partner (Ice Miller LLP)
        • Jill Homan, President (Javelin 19 Investments)
        • Richard Blumenreich, Principal (KPMG LLP)
        • Louis Dubin, Managing Partner (Redbrick LMD, LLC)
        • Michael Uccellini, President & CEO (The United Group of Companies, Inc.)
        • Erik Hayden, President (Urban Catalyst)

        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      12:00 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?
        • Value-add properties vs. distressed assets


        • Jasmine Nazari, Partner & Head of IR (Urban Green Investments)
        • Bryant Ferber, Managing Director (Azure Partners)
        • Adrian Berger, SVP Acquisitions (Cypress Equity Investments)
        • T. Richard Litton Jr., President (Harbor Group International)
        • Jim Schroder, CFO (Tribridge Residential)
        • Gilbert Winn, CEO (WinnCompanies)

        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      12:45 PM
      Creating Long Term Wealth Using Generations of Family Office Strategies



        • Peter Habib, Principal Family Member (MPI Family Office)
        • Vincent Munno, CEO (Universal Financial Consultants)

        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      1:00 PM
      Lunch




        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      2:00 PM
      Analyzing the Resurgence in Direct Real Estate Investing by Family Offices

        • What opportunities and types of direct investment are family offices eyeing up?
        • What is driving the resurgence of direct investing in real estate?
        • Co-investing – how do you conduct due diligence on potential partners and the deal itself?
        • Have you partnered with other family offices before and what lessons have you learned?  Are there any less obvious pitfalls to avoid?
        • Evaluating the different ways a direct investment can be structured – what are the pros and cons?


        • James Solomon, Principal & CIO (Ravinia Capital Group)
        • David Blatt, CEO (CapStack Partners)
        • Yuen Yung, CEO (Casoro Capital)
        • Ben Gerber, Vice President of Finance (The Related Group)

        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      2:45 PM
      Diversifying Your Portfolio With Student Housing Investments

        • What makes student housing an attractive asset class to HNW and family office capital?
        • Current demand trends for student housing and hot markets for the coming year
        • Which subsets of student housing are most appealing?
        •  Innovation in the sector – how are technology firms shaking up the sector?


        • Jay Augustyn, Partner (Ice Miller)
        • David Helfrich, Division President (Aspen Heights Partners)
        • John Wieker, Chief Investment Officer (Core Spaces)
        • Jeff Amengual, Senior VP (DMG Investments)
        • Wes Rogers, President & CEO (Landmark Properties)
        • Maurice Maertens, CIO (MEM Family Office)

        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      3:30 PM
      Networking Break Courtesy of:




        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      4:00 PM
      Investing in the Hotel and Hospitality Sector

        • What travel trends are creating new opportunities for hotel owners and investors?
        • Which hotel subtypes are offering the best returns?
        • What are the pros and cons of investing in existing hotels vs. building new ones?
        • What do inexperienced hotel investors need to know before entering the sector?
        • As lifestyle- and wellness-focused hotels become more prevalent, is the struggle for talent only going to get worse?


        • Kenneth Grams, Director (Kinetiq Group)
        • Andy Ingraham, President/ CEO (National Association of Black Hotel Owners, Operators & Developers (NABHOOD))
        • Joshua Aven, CEO, Founder (Aven Financial Group)
        • Mark Hamister, Founder, Chairman & CEO (Hamister Group)

        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      4:45 PM
      Exciting Developments in the Office and Industrial Sectors

        • With vacancy rates at record lows in many markets across the country, is now the time to invest in industrial real estate?
        • Where are the opportunities and what are the biggest challenges in these markets?
        • How to evaluate an industrial or office property when presented with an investment opportunity
        • Developing new property vs. buying an existing asset
        • How do you view the growth of e-commerce and what effect has this had upon your investment strategy in the last few years?
        • Aside from e-commerce, which industries are providing the most demand for industrial space?  Cannabis, manufacturing etc.?  How does this vary by market?


        • Robert Gilman, Partner (Anchin Block & Anchin, LLP)
        • Matt Bear, Founder (Bear Real Estate Advisors)
        • William Manley, CEO & CIO (Calare Properties Inc)
        • Evelyne Massa, VP Investor Relations (Group RMC)
        • Michael Konig, Managing Partner (Konig Family Properties)
        • Kelsey Buchbinder, Business Development (Olymbec)

        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      5:30 PM
      Cocktails & Networking Reception




        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      6:30 PM
      End of Day One




        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

    Thursday, October 17th, 2019

      8:15 AM
      Registration & Breakfast




        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      8:30 AM
      Family Office Roundtable Discussion

      • (Family Offices Only)
        • What’s different about Family Office Investing than Other types of Investors?
        • Macro and Micro Considerations
        • What Real Estate do Families Want?  Cash Flow vs. Value Investment
        • How to Access Real Estate Opportunities?  How to Evaluate and Act?
        • Objectives and Outcome


        • James Solomon, Principal & CIO (Ravinia Capital Group)

        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      9:30 AM
      The Importance of Culture and Identity: How Do They Inform a Family Office Investment Strategy?

        • What’s your family’s investment thesis?  Does it address the values of younger family members?
        • Why do culture and identity matter?
        • How is your family office structured and why?
        • What’s in your family’s constitution? How does it impact how you conduct business?
        • What strategies have worked for more seasoned family offices? How can they be applied today?
        • Who makes investment decisions? Are these made by consensus or through specific allocations to family members?
        • What questions should you ask your interim and long-term trusted advisors?
        • OCIO vs. internal investment team
        • What sectors are off-limits for your family office? Why?
        • How do you view ESG and which sectors are best positioned to meet these requirements?


        • Abigail Laufer, CEO (Ferguson Family Office)
        • Thomas Gayer, Private Wealth Advisor (Janney Montgomery Scott)
        • Candice Beaumont, CIO (L Investments)
        • Maurice Maertens, CIO (MEM Family Office)
        • Tiffany McGhee, Partner (Momentum Advisors)

        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      10:15 AM
      Assessing Emerging Family Office Strategies for Investing in US Real Estate

        • A look at the profile of American emerging family offices
        • What should first generation family HNW individuals look to do after an exit event?
        • How can they preserve and grow their new found wealth?
        • What is the strategy for Asian family offices investing in US real estate?


        • Conlyn Chan, SVP of Family Office Strategies (Hongkun USA)
        • Ted Chen, President (Chen Foundation)
        • Salvatore Buscemi, Managing Director (Dandrew Partners, LLC)
        • Jariel Bortnick, Founder & Principal (Quad Property Group)
        • Ralph Winter, Founder (W5 Group, LLC)

        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      11:00 AM
      Networking Break Courtesy of:




        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      11:20 AM
      Tokenizing Real Alternative Investments with Real Assets and Real Income



        • Alex Suarez, Chairman & CEO (Alex. Hamilton & Sons. Inc.)
        • Joseph Lesko, Director-Wealth Strategist (Global Capital Strategies)
        • Don Gasgarth, Chairman (Triton Venture Partners)

        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      12:00 PM
      Investing in Retail: The Importance of Innovation

        • Is now the time to invest (debt and/or equity) or to sell?
        • Where are today’s opportunities in retail?  Malls, lifestyle, grocery-anchored, power, community/strip, outlets, mixed-use, etc.
        • How are investors getting creative when putting together retail deals?
        • Which new products and sponsors are entering the retail space?
        • Net lease properties
        • What are the most severe risks facing the retail sector, and how can investors protect themselves?
        • How will technology continue to impact the supply chain (warehouse technology, AI, automation, driverless cars, etc.)? What do owner/operators now need to be considering?


        • James Fried, President (Sandstone Realty Advisors)
        • Aaron Butler, President & CEO (Avenue Real Estate Partners)
        • Jeremy Thornton, Executive Vice President (Colliers International)
        • Tiffany McGhee, Partner (Momentum Advisors)

        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      12:30 PM
      IMN's Real Estate Family Office Forum Concludes




        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

Sponsors

Register

This is a past conference, no registration is available.

Contact Us

Venue

  • Conference Venue
  • W South Beach


    2201 Collins Ave
    Miami Beach, FL, 33139
    USA

    Additional Info:

      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

  • Only sessions that contain published presentations or audio files are shown here. To view full agenda please expand "Agenda" tab.

    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.
  • Wednesday, October 16th, 2019
  • Family Office Leadership Discussion on the Markets


    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

    8:45 AM

  • Niche Opportunities & Alternative Investments In Real Estate


    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

    9:30 AM

  • Investing Family Office Capital in Opportunity Zones


    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

    11:00 AM

  • Opportunities Within the Multi Family Sector


    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

    12:00 PM

  • Creating Long Term Wealth Using Generations of Family Office Strategies


    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

    12:45 PM

  • Analyzing the Resurgence in Direct Real Estate Investing by Family Offices


    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

    2:00 PM

  • Diversifying Your Portfolio With Student Housing Investments


    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

    2:45 PM

  • Investing in the Hotel and Hospitality Sector


    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

    4:00 PM

  • Exciting Developments in the Office and Industrial Sectors


    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

    4:45 PM

  • Thursday, October 17th, 2019
  • The Importance of Culture and Identity: How Do They Inform a Family Office Investment Strategy?


    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

    9:30 AM

  • Tokenizing Real Alternative Investments with Real Assets and Real Income


    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

    11:20 AM

  • Investing in Retail: The Importance of Innovation


    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

    12:00 PM


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


View Full Site
You need to login before accessing this section. Click "Login" from bottom menu.

Please sign in

Create Account Recover Password Sign in with LinkedIn

Enter Your Email: