Real Estate Opportunity & Private Fund Forum
Newport, RI
June 22 - 24, 2022

Description

IMN is delighted to announce that our 22nd Annual US Real Estate Opportunity & Private Fund Investing Forum will be returning this coming June 22-24, to the beautiful location of Newport, Rhode Island.  The largest real estate private equity funds, LPs and a broad swath of their service providers will once again be on hand to dig into the latest challenges and opportunities facing the CRE market, with panels on fund structuring, macro-economic drivers, disposition trends, regulatory and tax considerations, technology updates and so much more.  Please keep the website bookmarked as we announce the program in the coming weeks.

We look forward to hosting you and the CRE community at what we anticipate will be the most talked about real estate conference this summer.

Who Should Attend
  • Asset Managers
  • Developers
  • Funds
  • LPs
  • Service Providers
  • Special Servicers

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, June 22nd, 2022

      1:30 PM
      Registration Open for RSVP's for Sailing Excursion



      2:10 PM
      Wednesday afternoon Sail on the Aurora and the Adirondack II

      • Hosted by

        2:10pm departure from the hotel (transportation will be provided for those who need it) – 2:30pm-4:30pm sail

        *Space on the Aurora and the Adirondack II is booked. To add your name to the waitlist, please email: Heather.Rothmann@imn.org.



      2:30 PM
      Wednesday afternoon Sail on the Aurora and Adirondack II – RSVP ONLY

      • Enjoy a memorable sail on scenic Narragansett Bay. The Aurora is a 101’ traditional wooden schooner originally built in 1947 in Thomaston, Maine. She was rebuilt in the 1990s in a tall ship fashion. The Adirondack II is a classic 80’ schooner. As you glide through the waves enjoy gorgeous coastline views and be awed as you glance upward at the sails billowing from 65’ masts.


        Aurora  – departs from a dock that is walking distance from the hotel; 2:30pm – 4:30pm Sail
        Adirondack II – 2:10 departure from hotel (IMN will provide transportation); 2:30pm – 4:30pm Sail

         

        *Space on the Aurora and the Adirondack II is booked. To add your name to the waitlist, please send an email to Heather.Rothmann@imn.org.



      4:00 PM
      Tier 1 Registration

      • All Sponsors and Exhibitors setting up a booth



      4:30 PM
      Tier 2 Registration

      •  All attendees staying at the hotel or attending the Welcome Networking Reception.



      5:30 PM
      Welcome Networking Reception

      • Courtesy of: 



    Thursday, June 23rd, 2022

      7:45 AM
      Tier 3 Registration and Exhibit Hall Opens

      • Registration open to all attendees 

        Breakfast courtesy of:



      8:25 AM
      Evaluating Economic & Demographics Shifts: Managing Risks, Driving Alpha & Deals During The High Inflation Part Of The Cycle

      • • Is there a disconnect between interest rates and valuation? When will it be back to normal?
        • When do you think inflation will start to dissipate? How is this impacting property investment strategy?
        • How are the current geographic migration patterns impacting?
        • Are you seeing any asset bubbles? Are they close to bursting?
        • What are your deal collaborations looking like?
        • Amount of $$ and absorption
        • Where will work and shop from home be in 5 years?
        • Government decisions today and the impact on real estate tomorrow

         



        • Stefan Martinovic, VP of Data Partnerships (Placer.ai)
        • John Provenzano, Director-Real Estate Valuation and Advisory (Baker Tilly)
        • Chris Clemente, CEO (Comstock Holding Companies, Inc)
        • Terri Herubin, Managing Director (Greystar Real Estate Partners)
        • Joe Williams, Cofounder (Keller Williams Realty International)
        • George Dabney, Managing Principal and CFO (Noble Investment Group)

      9:10 AM
      State Of The Real Estate Private Fund Industry… The Large Fund Panel

      • • Portfolio allocation changes post-covid
        • Strategy for compressed vs. non-compressed cap rate sectors
        • Are the smile state and suburban demand trends long term in your investment decision? How is that impacting your gateway city investments?
        • How is work from home impacted your office, Co-working and multifamily investment decisions? Shop from home and your retail and industrial strategies?
        • What are your favorite non-food group investment types?
        • Are you putting all the $$ out or holding back as the economy changes?
        • As values rise are you taking profits?



        • Sean Egan, Managing Director (Egan-Jones Ratings Co.)
        • Tony Fineman, Senior Managing Director, Co-Head of Origination (ACORE Capital)
        • Ryan Munoz, Director (Cadre)
        • Robin Potts, Co-Head of Real Estate Investments, Director of Acquisitions (Canyon Partners Real Estate LLC)
        • William Clarkson, Partner, Head of Distressed Debt (Torchlight Loan Services)

      9:55 AM
      Networking Break

      • Courtesy of:

                             

      10:05 AM
      Women's Small Group Meeting-All Are Welcomed...

      • This interactive discussion will address topics like the real estate glass ceiling, career development and your questions in this intimate, small group setting.

         



        • Susan Eastridge, CEO & President (Concord Eastridge)
        • Kaitlin Kincaid, Senior Managing Director (Keller Augusta Partners)
        • Marie Murphy, Principal and CEO (MJD Capital Partners)

      Track A 10:50 AM
      As Rates & Values Rise… When Do You Want To Recap or Sell? Be On The Equity Side Or Debt Side Of A Deal?

      • • Has inflation changed your thoughts?
        • Janet Jackson said it best… Control
        • Asset- and geo-specific issues
        • Is loan-to-own part of your playbook?
        • Impact of building appreciation, stabilization progress; tax implications, fees earned, fund liquidity and your investment strategy  
        • Preferred, debt and mezz
        • When would you use seller finance to sweeten a disposition?
        • Changing waterfalls, promotes, negotiations?    
        • 1031 exchange market possibilities  
        • Partial exits and the complexities of bring in new $$   



        • Troy Merkel, Partner (RSM US LLP)
        • Stephen Collins, Managing Director & Principal (AmRoc Premier Capital, LLC)
        • Tony Labarbera, Managing Director (Blackstone)
        • Andrew Zech, Chief Operating Officer (Nuveen Green Capital)
        • Ben Gerig, Chief Executive Officer (Northlight Capital Partners LLC)
        • Henry Manoucheri, Chairman & CEO (Universe Holdings)

      Track B 10:50 AM
      An Update On Major Regulatory & Tax Changes Underway In DC And Locally & Its Impact On Your Real Estate Investments

      • • 1031 and current capital gains regulations… Here to stay?
        • New standards around investment return measurement and marketing
        • The atmosphere surrounding rent regulations and housing affordability
        • Climate change, wind and other renewable energy
        • What Washington is doing to ease the supply chain and its impact on real estate
        • Impact of electric car support
        • What a real estate executive needs to know about the infrastructure and build back plans
        • Where are we with opportunity zones and EB-5?
        • SEC & new disclosure regulations

         



        • Brian Newman, Partner & Practice Leader-Federal Tax Services (CohnReznick LLP)
        • Jessica Stern, Associate (Morrison & Foerster)
        • Weston Minnick, CFO (Helu Capital)
        • Doug Faron, Managing Partner (Shoreham Capital)

      Track C 10:50 AM
      First-Time Funds: What Needs To Be Done When Establishing The Operational, Administrative & Technology Part Of Your Business

      • • What should you look for in a vendor partner?
        • What are the technology must haves
        • Going from other structures to a fund… What are the differences on the admin side?
        • What kind and the amount of staffing and expertise is needed in-house
        • What do you want to keep in-house?
        • Working through conflicts with your outsourced partners
        • The fund launch…



        • Michael Cook, CIO (MCB Capital)
        • Mark Sizemore, Enterprise Partnerships (Appfolio Investment Management)
        • Daniel Kaplan, Partner (EA RESIG LLC)
        • Shawn Hawthorne, Partner (Foxfield LLC)
        • Adam Walker, Principal (Juniper Square)
        • Robert Shaw, Director (Standish Real Estate)

      Track A 11:35 AM
      The Lender Panel & Where Are The Terms Trending?

      • • What is the impact of rates on today’s changing interest rate environment?
        • Is there still a record amount of capital out there?
        • Comparing bank, life company, CMBS lenders and debt funds
        • Role of GSEs
        • Asset classes and geographies you like
        • Underwriting and value
        • How are you looking at covid-impacted assets and owners?
        • Bridge to perm
        • Should you lock in?



        • Will Brodsky, Real Estate Partner (Bryan Cave Leighton Paisner LLP)
        • Dan Katz, Managing Director, Head of Originations (BrightSpire Capital)
        • Chris Niederpruem, Managing Director & Group Head of Real Estate Finance (CIT Bank)
        • Matthew Klein, Director (CrossHarbor Capital Partners)
        • John Lippmann, Managing Director (NYL Real Estate Investors)

      Track B 11:35 AM
      Thumbs Up vs. Thumbs Down: An Alternative Real Estate Sector Survey

      • After presenting the key issues of the asset including valuation, cash flow, the impact of macroeconomics factors and stress test assumptions if the market turns the audience then will be polled on their interest in investing in the following sectors

        Moderator:
        Tami Davidman, Partner Eisner Advisory Group LLC
        Panel Participants
        > Build-to-rent
        > Scattered Site Single Family Rentals- Henchman LeMaistre, CEO Picket Homes & Inertia Realty Services
        > Notes- Nathan Turner, President, Earnest Inc
        > Student Housing- Kevin White, Chief Investment Officer, Virtus Real Estate Capital
        > Manufactured Housing- Thomas McDevitt, President Edgewood Capital



        • Tami Davidman, Partner (EisnerAmper LLP)
        • Nathan Turner, President (Earnest Inc)
        • Thomas McDevitt, Managing Partner (Edgewood Capital Advisors, LLC.)
        • Henchman LeMaistre, CEO (Picket Homes & Inertia Realty Services)
        • Kevin White, Chief Investment Officer (Virtus Real Estate Capital)

      Track C 11:35 AM
      Standardized Investor Reporting, Fund Admin & Transparency

      • • ILPA and NCREIF compliance
        • Staffing for do-it-your-self vs. using a fund administrator
        • Emerging managers and what needs to be done for a successful fund launch? Go from friends and family to institutional capital?
        •Transparency and reporting expectations between GP, LPs and administrators
        • Asset- vs. fund-level reporting and how deep you need to go
        • Key considerations for administrating the retails market
        • ESG fund challenges
        • The newest data uses and technology



        • Zurab Moshashvili, Partner (Anchin Block & Anchin, LLP)
        • Michael Dombai, Managing Director, North America (Alter Domus)
        • Doron Cohen, Founder and CEO (Covercy)
        • Adam Walker, Principal (Juniper Square)
        • Amy Tiemann, CEO (TM1 Capital)
        • Scott Tavolacci, National Director of Sales (Yardi Investment Management)

      Track A 12:20 PM
      Fund Structuring, Anchor Investors, Fees, Promotes & Fundraising: Where Are They Trending?

      • • How much equity should an anchor put up? What are their expectations? Should you re-up your legacy anchor investor?
        • Special considerations for open ended & perpetual life/evergreen funds distressed and debt funds
        • Fund-level rescue capital terms and fund re-structuring in the past vs. now
        • Successor planning
        • Structuring with foreign capital
        • The LP side as they demand more structural options
        • Fee light vs. higher participation on the back end
        • Going distressed- What does it take to change your mandate?
        • When is it advantageous to use the Co-GP structure?
        • Are you currently getting an uptick in redemption requests? What are your options?



        • Adi Divgi, Senior Advisor (EA Global LLC)
        • Zachary Darrow, Chairman (DarrowEverett LLP)
        • Robert Greene, President & CEO (National Association of Investment Companies)
        • Jason Danley, COO (Peak Capital Partners)
        • Lauren Brychell, Investor Relations Manager (Spartan Investment Group, LLC)
        • Henry Manoucheri, Chairman & CEO (Universe Holdings)

      Track B 12:20 PM
      Where are The Multifamily Opportunities?

      • • Which markets do you like? Are avoiding?
        • Performance over the next 3 years
        • Amenity ROI winners and losers
        • As costs rise are you looking towards new development?
        • Should you switch from HUD to Fannie or Freddie?
        • Do you like market rate or luxury?
        • Value-added vs. conversion vs. new construction
        • What do you think of rental alternatives like single family rental/build-to-rent, student housing, senior housing and short-term rental
        • The migration to the smile states



        • Paul Foye, US Real Estate Practice Leader (Marsh)
        • David Kusy, MD, Acquisitions (GAIA Real Estate)
        • Edward Ratinoff, Managing Principal (James Investment Partners)
        • John Zalkin, Partner (RKW Residential)

      Track C 12:20 PM
      The Social Side Of Real Estate Investing- Climate Change, Diversity, PACE & ESG

      • • Do you evaluate your GPs on a women’s track record? What are some other good policies you’d advocate to ensure women are equally considered for promotion and growth opportunities?
        • ESG,  housing & real estate impact investing
        • LEED certification-How important? How about some of the other certificates out there?
        • Keeping your returns high in an ESG environment
        • On the lookout for greenwashing?
        • Keeping pace with Pace
        • Article 9 funds
        • Finding benchmarks & fund allocation targets
        • Net Zero Carbon Strategy development or implementation
        • Sustainable debt market
        • Impact of SEC environmental disclosure proposal on private markets



        • Mark Trocolar, VP, Industry Principal (RealPage Investment Management)
        • Melissa Ferrucci, Office Managing Partner, Connecticut Offices (CohnReznick LLP)
        • Alex Lowenstein, Director (Conservice ESG)
        • Zale Tabakman, President (Local Grown Salads)
        • Jose Torres, Managing Partner (Monllor Capital Partners)
        • Melanie Herald, Managing Director (State Street)

      1:05 PM
      Lunch



      Track A 2:20 PM
      Workforce & Affordable Housing: Where Do You Play On The AMI Curve? What Will Be The Impact Of Inflation?

      • • Performance of Workforce Housing vs. Class during COVID?
        • What kind of capital is entering the market
        • New government and GSE initiatives
        • Operations side initiatives that have increased revenues or decreased expenses?
        • Where is the MILTC at?
        • Housing as an ESG play
        • Latest developments in tax credit and vouchers
        • What kind of amenities work even for those with restricted incomes?
        • Determining if there is enough left for a value-add play and keep it work force or affordable
        • Debt market availability and structure

         



        • Sharif Mitchell, Operating Principal (Dantes Community Partners)
        • Benjie Moll, Founder & Managing Principal (Arx Urban)
        • Chris Schilling, Director of Acquisitions (Hudson Valley Property)
        • Liya Mo, VP, Acquisitions & Originations (Lafayette RE LLC)
        • Nate Kline, Chief Investment Officer, Partner (OneWall Communities)

      Track B 2:20 PM
      Aligning LP/GP Interests

      • • Partner due diligence
        • Recent pain points
        • How do you like new funds to communicate with you?
        • What do you look for in a successor fund? Rolling in vs. rolling out your $$
        • Making the promote terms crystal clear
        • How do you look at compounding frequency, contribution timing and clawback provisions?
        • Equity in the fund, ownership interests and incentive fees
        • When do you use a 3rd-party to insure you are on the same page?



        • Jeffrey Bowden, Tax Principal (Anchin, Block & Anchin LLP)
        • Jason Weissman, Founder & Principal (Boston Realty Advisors)
        • Jon Green, Senior Vice President (Concord Eastridge)
        • Nick Condie, Strategic Account Director (Juniper Square)
        • Philip Block, Managing Partner (LBX Investments)

      Track C 2:20 PM
      The Modern Approach to Raising and Managing Equity

        • How sponsors are using tech to scale their businesses, maintain control, and access and serve passive investors.
        • The evolution and maturation of online syndication into a reliable and accessible capital source that sponsors shouldn’t ignore. 
        • The benefits of access to flexible equity options, including preferred equity, passive LP equity, and GP equity. 
        • Ways in which sponsors can access ready-to-fund, passive equity, while mitigating risks.
        • Turnkey solutions for operational efficiency covering everything, from capital calls to calculating return profiles, all while making it easier than ever for sponsors to deliver an institutional-quality experience to their investors.


        • Malcolm Davies, Founder/Sr. Managing Partner (WAY Capital, Inc.)
        • Daniel Nagler, Executive Vice President, Director of Capital Markets (Cabot, Cabot & Forbes)
        • Brendan Sparrough, Senior Managing Director (CrowdStreet)
        • Stephen Jensen, VP of Sales (Juniper Square)
        • Davide Visco, Managing Director (Taurus Investment Holdings LLC)

      Track A 3:05 PM
      Opportunistic vs. Value-Add vs. Core vs. Debt; B/C & Middle Market Vs. Urban & Class “A”; Buy vs. Develop vs. Repositing vs. Adaptive Reuse: Where Should You Be Post-Pandemic?

      • • As investments flow to the smile states is there value in gateway cities?
        • Construction prices have gone through the roof, and now we have a major labor shortage… How has this impacted your ability to take on value-add/opportunistic deals?
        • What parts of the markets are cheap? Overvalued?
        • Are you looking to reposition any of your office, retail or hotel assets?
        • How are you changing your thinking on what makes a good sub-market?
        • Are you shifting your thinking on equity vs. debt?



        • John Hartman, CIO (Caliber Companies)
        • Paul Hughson, Executive Managing Director (Island Capital Group)
        • Justin Ford, President (Pax Properties, LLC)
        • Elaine Johnson, EVP – Acquisitions & Risk Management (Peaceable Street Capital)
        • Edward Sarkisyan, Managing Partner (Smart Build LLC)

      Track B 3:05 PM
      Thumbs Up vs. Thumbs Down II: Non-Residential Alternative Real Estate Sector Survey

      • After presenting the key issues of the asset like valuation, cash flow, the impact of macroeconomics factors and stress test assumptions if the market turns the audience then will be polled on their interest in investing in the following sectors
        Rep from Juniper Square

        Moderator:
        Nathan Turner, President, Earnest Inc
        Panel Participants
        > Self-Storage- Robert Stern, Managing Partner Castle Hill Investors, LLC
        > Life Sciences-Lauren Gilchrist, Managing Director of Research Longfellow
        > Medical Office/Health Care-Related Facilities- Brian Newman, Senior Vice President and Portfolio Manager Ventas Investment Management
        > Data Centers-Gary Werner, Managing Director NextTier Real Estate Investors



        • Nathan Turner, President (Earnest Inc)
        • Robert Stern, Managing Partner (Castle Hill Investors, LLC)
        • Lauren Gilchrist, Managing Director, Research (Longfellow Real Estate Partners)
        • Gary Werner, Managing Director (NextTier HD/NextTier Real Estate Investors)
        • Brian Newman, Senior Vice President & Portfolio Manager (Ventas)

      Track C 3:05 PM
      LP Roundtable: What Is Your Appetite For New Real Estate Funds Currently? What Is Your Selection Criteria?

      • • What do you look for in a manager?  
        • For first time funds, do take into consideration risk spectrum in making a selection
        • What role do you see ESG playing going forward?
        • Debt and alternative assets as part of your allocation
        • Partner due diligence
        • New thinking on cash flow from operations and capital transactions
        • Allocation changes, target returns and newest mandates

         



        • Ed Kindelan, Office Managing Partner-Boston (CohnReznick LLP)
        • Maria Surina, Senior Investment Director (Cambridge Associates)
        • Adam Frankel, Trustee - City Commissioner (Delray Beach General Employees)
        • DJ Van Keuren, Co-Managing Member (Evergreen)
        • Matthew Freedman, CIO (Louisiana SERS)

      3:50 PM
      Networking Break

      • Courtesy of:

                             

      Track A 4:15 PM
      Industrial: Has The Port Crisis Impacted Your Sector Investment Thesis?

      • • Comparing where you should invest… Class “A”, big box facilities; class “B”, last mile;  multi-tenant flex space or cold storage?
        • Where are the growth markets and the how is the environment for new construction and/or renovations?
        • Approach to value-add and growth markets
        • As larger players continue to enter the space how are you finding supply?
        • What are some of the intangibles as you look at deals
        • Debt products and financial tools in the space
        • Outsourcing property management vs. vertical integration



        • Kenneth Brown, President (Lionchase North America)
        • Brian Thayer, Director of Sales (AvidXchange)
        • Elliot Wertheimer, Vice President - Head of SE Acquisitions (Goldman Sachs)
        • Peggy Lamb, Principal (Halstatt Real Estate Partners)

      Track B 4:15 PM
      As The Amount Of Equity In The Market Increases… The LP/GP Panel On Alternative Equity Sources & Unique Structures

      • • What are some of the newer forms of collaboration?
        • Co-GP structure and side-car arrangements
        • Innovations in the JV structure
        • The accounting, back-office and reporting side
        • The seeds of a failed equity investment
        • Small vs. large checks and what else do you look for beside $$ in an equity investor?
        • Sponsor equity in deal
        • Looking at different foreign and domestic equity sources and their negotiable points
        • What do you think of longer dated and bespoke funds?
        • What does construction equity look like?
        • Sometimes you want to be a GP; sometimes an LP…



        • Jeff Cline, CEO (SVN | SFR Capital Management)
        • Simon Goldstein, Principal (Buckingham Advisors)
        • Adam Fruitbine, Director of Capital Markets (Pacific Urban Investors)
        • Ben Cherney, VP of Acquisitions (Tokyu Land US Corporation)
        • Jasmine Nazari, Partner, Chief Operating Officer (Urban Green Investments)

      Track C 4:15 PM
      Buying Properties Above Replacement Costs vs. New Construction or Conversion

      • • How can you model or schedule new construction or conversion with inflation and uncertain supply lines?
        • What kind of assets are you looking to convert? What would be their alternative use?
        • Anatomy of a geography ripe for conversion
        • What kind of credits and programs are out there to ease conversion costs in multifamily or other assets? 
        • Going from” B/C” to Class “A”
        • Suburban vs. inner-city plays
        • How much above replacement cost would you go? What are the factors that feed into that decision?
        • How are you assessing value?
        • Where is construction penciling?
        • The cost of land and its impact
        •  Valuing properties in opportunity zones



        • Michael Halperin, Managing Director (Contrarian Capital Management, LLC)
        • Jay Minnick, President/CEO (Helu Capital)
        • Greg Friedman, Chief Executive Officer (Stonehill)
        • Nicholas Bryer, Senior Vice President (The Roxborough Group)

      Track A 5:00 PM
      Covid-Impacted Distressed Assets Like Office, Hotels & Retail: Is Now The Time To Buy?

      • • Where are hotels over-performing? Are the brands getting tougher on Pips and other key issues
        • Class AAA Office seems to be performing better than other office properties… What can you expect to spend on building modernization to that level?
         • What kinds of assets would you be looking to adapt to different purposes?
        • Evaluating the retail to mixed-use play
        • What to do when your competition is work from home, covid and Amazon?



        • Constantine Korologos, Clinical Assistant Professor (New York University)
        • Alice Catalano, Managing Director, Investor Relations (AmCap)
        • Sara Doelger, Principal (Argosy Real Estate Partners)
        • Brad Howe, Co-Chief Executive Officer (Broadshore Capital Partners)
        • Zachary Darrow, Chairman (DarrowEverett LLP)
        • Candace Norville, Principal (Norcap/Sio)

      Track B 5:00 PM
      Real Estate & Proptech 2030: An Introduction To What A Real Estate Investor Needs To Know About The Metaverse, Bitcoin, Blockchain And Other Emerging Concepts

      • • Metaverse community platforms and what type of assets have value?
        • Using blockchain to tokenize real estate
        • Bitcoin and metaverse mortgages
        • Looking out for fraud
        • Investing in web 3.0 and 5G
        • The digital land grab
        • Where to apply AI
        • Getting the tenant… Experiential platforms in 3D & virtual reality tours and what is needed to get it done
        • Keeping the tenant… What is the I-generation looking for?



        • Amy Tiemann, CEO (TM1 Capital)
        • Brian Vaughn, Sr. Director - Operational Technology and Solutions Lead Digital Advisory (Cushman & Wakefield, Inc.)
        • CJ Follini, Managing Principal (Noyack Capital)
        • Stefan Martinovic, VP of Data Partnerships (Placer.ai)
        • Joe Petrusky, Director of Acquisitions (TCS Anika Homes)

      5:45 PM
      Networking Reception and Clambake

      • Courtesy of: 



    Friday, June 24th, 2022

      7:45 AM
      Exhibition Opens and Breakfast is served for Small Group Meeting Attendees



      8:00 AM
      Small To Mid-Sized: Going From Friends & Family To Institutional (Small group meeting for funds only)

      • Now that there is light at the end of the coronavirus tunnel what are the early returns of small and new funds hitting up old friends, family, as well as new retail and institutional investors?  What is the standard GP commitment looking like today? What is the typical check size and percent of fund? Data LPs are looking for? What should a GP be focused on during this transition point?



        • Bill Kay, Managing Director of Capital Markets (Ashcroft Capital)
        • Sherina Hosein, Vice President, Fundraising (CGI Merchant Group)

      8:30 AM
      Exhibition Opens for All Attendees and Breakfast is Served

      • Courtesy of:



      8:45 AM
      Deal-by-Deal vs. Fund Fundraising: Are LPs Looking To Establish New Fund Relationships At This Time?

      • • Have you found placement agents willing to help raise an initial fund for a sponsor moving to fund model from deal-by-deal one?
        • With a similar sized investment pool where can you make the most money?
        • 1031s, DSTs and tax inefficiencies to consider
        • When do you forego covenants such as leasing milestones and minimum net worth coverage for construction projects?
        • Portraying a track record that can pass fund due diligence



        • Michael Felman, President & CEO (MSF Capital Advisors)
        • Tricia Peterson, Managing Partner (Accord Group Holdings)
        • Richard O'Brien, President & CEO (Athena Real Estate, LLC)
        • John Azar, Managing Partner / Founder (Peak 15 Capital LLC.)
        • Alexandra Zeuli, Director of Finance (Toll Brothers)
        • Andrew Lucas, Managing Director-Capital Markets (Trion Properties)

      9:30 AM
      Family Office & High Net Worth Perspective

      • • Investing on a LP-level
        • What kind of equity structures do you prefer? Carry, management fees and capital brought in +…
        • Direct investments and what you like
        • How should you be approached by potential partners? What do you look for in a pitch? Meeting?
        • What do you think of opportunity zones?
        • ESG and the social side of real estate investing
        • What kind of service, infrastructure and reporting is needed?



        • Thomas Wiese, President of Institutional Solutions (Crown Global Insurance)
        • Peggy Lamb, Principal (Halstatt Real Estate Partners)
        • James Solomon, Principal (Ravinia Capital Group)
        • Elaine Rasmussen, CEO/Board Member (Social Impact Strategies Group/Swift Family Foundation)

      10:15 AM
      Networking Break

      • Courtesy of:

                             

      10:30 AM
      LP/GP Shark Tank: The Post-Coronavirus Edition

      • What is a low-value concession sponsors would gladly give up that is a high-value deal point to an LP? What type of leverage are fund sponsors comfortable with? What do you look for in a new real estate asset manager? These and of course the fund strategy will be among the points discussed.

        The Tank Leader-  Kamil Homsi, Founder/CEO, GRC Investment Group-Dubai (SFO)              
        The LPs will consider investing in the funds: Adam Frankel, Trustee - City Commissioner Delray Beach General Employees; Alan Stanzler, Chief Investment Officer, Fassino Family Office; Matthew Freedman, CIO, Lousiana SERS
        The GPs will provide fund information: Adam Whitmire, Fund Manger, Arabella Capital; Ted Fowler, Head of Real Estate and Portfolio Manager, Prospect Capital



        • Kamil Homsi, Founder/CEO (GRC Investment Group- Dubai (SFO))
        • Adam Whitmire, Fund Manager (Arabella Capital)
        • Adam Frankel, Trustee - City Commissioner (Delray Beach General Employees)
        • Alan Stanzler, Chief Investment Officer (Fassino Family Office)
        • Matthew Freedman, CIO (Louisiana SERS)
        • Ted Fowler, Head of Real Estate and Portfolio Manager (Prospect Capital)

      11:15 AM
      Acquisitions, Due Diligence & Dispositions: How Has Inflation And Low Cap Rates Impacted Your Buy Box, Data & The Technology Tools You Are Using

      • • What is your acquisition strategy? Why?
        • Data… What is your favorite?
        • How is ESG compliance affecting due diligence and acquisitions process? What ESG factors are you considering with your assets?
        • Looking at a full cycle: Acquisitions through recap/disposition
        • What types of assets are you looking for your fund vs. other investment pools?
        • Has your property and seller due diligence changed post-covid with tools like zoom and 3-D walkthroughs?



        • Ben Beggs, Managing Director (redIQ)
        • Doug Root, Co-Founder/Managing Partner (Blackfin Real Estate Investors)
        • Sondra C. Wenger, Senior Managing Director, Head of Commercial Real Estate, Americas (CBRE Investment Management)
        • Andrew Schwartzman, Principal (FD Stonewater)
        • Jay Minnick, President/CEO (Helu Capital)

      12:00 PM
      Conference Concludes



Sponsors

Register

This is a past conference, no registration is available.

Contact Us

Venue

  • Conference Venue
  • Gurney's Newport Resort & Marina


    1 Goat Island
    Newport, RI, 02840
    USA

    Additional Info:

    Please use the link above to book a room in IMN's conference room block, pending availability, until Wedneday, June 1. 

    IMPORTANT NOTE: IMN has not retained any third party booking company to assist with reservations. If you are interested in making reservations at Gurney's Newport Resort & Marina, you must book those rooms directly with the venue. 
  • Suggested Hotel
  • Newport Marriott


    25 America's Cup Ave
    Newport, RI, 2840
    USA

    Additional Info: Please note that IMN does not have a contracted room block at this hotel and cannot guarantee rate or availability.
  • Suggested Hotel
  • The Newport Harbor Hotel & Marina


    49 Americas Cup Avenue
    Newport, RI, 02840
    USA

    Additional Info: Please note: IMN does not have a contracted block of rooms at this hotel and cannot guarantee rate or availability.
  • Suggested Hotel
  • The Hotel Viking


    One Belleve Avenue
    Newport, RI, 02840
    USA

    Additional Info: Please note that IMN does not have a contracted room block at this hotel and cannot guarantee rate or availability.
  • Suggested Hotel
  • America's Cup Inn


    6 Mary Street
    Newport, RI, 02840
    USA

    Additional Info: Please note that IMN does not have a contracted room block at this hotel and cannot guarantee rate or availability.
  • Suggested Hotel
  • Forty One North


    351 Thames Street
    Newport, RI, 02840
    USA

    Additional Info: Please note that IMN does not have a contracted room block at this hotel and cannot guarantee rate or availability.

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, June 22nd, 2022
  • Thursday, June 23rd, 2022
  • Friday, June 24th, 2022

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: