07 February 2018

Institutional Investor Forum 2018

Exclusive event for institutional investors and fund managers who are active in the deals of $25m-500m in established and emerging U.S. markets and key cross-border transactions



Date: 07 February 2018


Venue: Yale Club, New York


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Real Estate Finance & Investment Institutional Investor Forum 2018 is geared toward institutional investors and fund managers who are active in the deals of $25m-500m in established and emerging U.S. markets and key cross-border transactions.

REGISTER HERE TO ATTEND
Exclusively open to allocators, investors and senior real estate professionals
Registration is subject to Real Estate Finance & Investment‘s review

Agenda

8:00am – Registration & Refreshments

8:40am – Welcome

8:45am – Pump the breaks or full speed ahead?
Is the U.S. commercial real estate market set to continue its long bull run or are cracks starting to appear? While the equity and debt markets are flush with cash, major metros might not be ready to absorb heavy development pipelines and overhangs of luxury condos.
Moderator:
Billy Procida, President, Procida Funding & Advisors
Panelist:
Robert Knakal, Chairman, New York Investment Sales, Cushman & Wakefield

9:30am – Breakout Roundtables

Tech Side Story
Technology is disrupting the commercial real estate market in some very obvious – and some not so obvious ways. Efficient use of technology can simplify and reduce the risks associated with due diligence, acquisition, and management of commercial property and debt portfolios but the industry continues to be slow to adopt change.
Discussion leaders:
Zach Aarons, Co-Founder, MetaProp NYC
Mike Sroka, Co-Founder & CEO, Dealpath

Emerging U.S. real estate markets
Richmond, Detroit, Pittsburgh, and Providence are seeing more interest from commercial real estate investors as more corporations are looking at cost-effective alternatives to the major metros.
Discussion leaders:
Barry Matherly, CEO, The Greater Richmond Partnership
Inna Khidekel, Managing Director, Bridge Investment Group
Paul M. Fried, Executive Managing Director, Greystone
Tawan Davis, CEO, The Steinbridge Group

Good to the last drop (of value)
Commercial real estate investors are increasingly using complex financing structures to squeeze every last drop of value from properties, with a rise in preferred equity, mezzanine debt, stretch mortgages, and more esoteric structures like ground leases. Find out how these structures work, the best use of each, and how these strategies can have an impact on returns.
Discussion leaders:
Laurie Grasso, Partner, Hunton & Williams
David Eyzenberg, President, Eyzenberg & Co.
Dan Lisser, Senior Managing Director, Marcus & Millichap

10:15am – Breakout Roundtables

Operations are the new black
Commercial real estate private equity funds tend to keep accounting and fund management services in house but there’s growing evidence of the benefits of working with a fund administrator.

Automatic for the End Users
Customization and controlling a tenant or user experience is becoming a key factor for successful office and retail owners. Find out what institutional investors are doing to enhance the appeal of their space, both curbside and in the sky.
Discussion leader:
Greg Kraut, Managing Partner, K Property Group

Double double, lending and trouble
The commercial real estate debt markets have been resilient through a series of recent, minor geopolitical crises. But will a major crisis spark a 1998-style credit freeze?
Discussion leaders:
David Blatt, CEO, CapStack Partners
Brian Ward, CEO, Trimont Real Estate Advisors
George C. Fatheree III, Counsel Real Estate, Skadden

11:15am – General Session: Why real estate – why now?
U.S.-based pension funds, foundations, and endowments are allocating more capital into commercial real estate as a pervasive low-interest rate environment has set off a search for yield. Find out what this segment of the institutional investment market is looking for and what they’re worried about as the current cycle forges ahead.
Discussion leaders:
Moderator: Scott Singer, President, The Singer & Bassuk Organization
Rob Deckey, Managing Director and Co-Head of East Coast Region, Invesco Real Estate
Andrew Schaffler, Director, Listed Real Estate Securities
Jason Morgan, Senior Vice President of Acquisitions and Investment Management, Morgan Properties

12:00pm – Close

 

Speaker panel

Brian Ward, CEO, Trimont Real Estate Advisors

Brian Ward serves as the Chief Executive Officer of Trimont Real Estate Advisors and Trimont Global, and is responsible for all functions of the company and its affiiates worldwide, including the roughly $124 billion of client assets under management. Mr. Ward chairs the firm’s Operating Committee and Global Advisory Council, and serves on Trimont’s Board of Directors with Vӓrde. Mr. Ward is the CEO of Trimont’s businesses in the U.K., Europe and Asia.

Greg Kraut, Managing Partner, K Property Group

Gregory Kraut joined K Property Group in 2017 as a managing partner. Mr. Kraut oversees the strategic direction of the company, development, asset management and leasing. Before joining KPG, Mr. Kraut was the Founding Principal and Managing Director of Avison Young’s New York office. Working with senior management, he established the Canadian-based firm’s local corporate infrastructure and grew its footprint in the Tri-State region through business acquisitions and high-level recruiting. During this time, he was named one of Commercial Observer’s Power 100 in New York City real estate for three consecutive years.

Inna Khidekel, Managing Director, Bridge Investment Group

Inna Khidekel, CFA, serves as a Managing Director in the Capital Markets Group at Bridge Investment Group. Ms. Khidekel is also the Chairwoman of the Bridge Charitable Gift Fund. Before joining Bridge, Ms. Khidekel worked at Goldman, Sachs & Co. in the Investment Management Division in New York and Chicago where she served as a trusted advisor and managed assets for endowments, foundations and ultra-high net worth families. Ms. Khidekel served on a 3-person advisory team with over $4 billion in assets under management. Prior to Goldman Sachs, Ms. Khidekel worked for Lehman Brothers and Nomura in their London offices, most recently as a Vice President and founding team member in High Yield and Distressed Credit, advising institutional clients on navigating the Eurozone sovereign debt crisis.

 

Zach Aarons, Co-Founder, MetaProp NYC

Zach Aarons is a co-founder and Partner at MetaProp NYC, and a project manager at Millennium Partners. Zach is the most active real estate technology investor in the United States, funding over 100 startups in the space. Prior to joining Millennium and founding MetaProp NYC, Zach was a Senior Associate at ENIAC Ventures, a seed stage mobile technology fund and the founder of Travelgoat, an online and offline walking tour business. He began his career as an analyst at boutique investment bank Peter J. Solomon Company. Zach currently serves as Treasurer of the Board of Directors of The Lowline and on the Board of Trustees of The Tenement Museum. He is an Associate Adjunct Professor at the Columbia Graduate School of Architecture, Planning and Preservation. He graduated Magna Cum Laude with an A.B. from Brown University and earned an MBA from Columbia Business School.

Barry Matherly, CEO, The Greater Richmond Partnership

Barry I. Matherly is a certified economic developer with over 24 years of leadership experience at the city, county, regional and university levels. He also interned 3 years for the United States Department of Commerce and worked 6 years in management for a Fortune 500 company. Currently, Barry is President and CEO at the Greater Richmond Partnership, a public/private regional organization that is the single point of contact for domestic and international businesses looking to locate or expand in the Richmond Virginia Region.

 
 Laurie Grasso, Partner, Hunton & Williams

Laurie Grasso is a real estate partner at Hunton & Williams LLP. She has 20 years of experience as a real estate dealmaker, representing real estate owners, developers, private equity funds and REITs in all aspects of commercial real estate. While Laurie does deals all over the country, she concentrates her practice on the exciting deals that happen in her beloved city of New York and its surrounding boroughs. Laurie has been recognized as a “Woman of Influence Hall of Fame” award winner in Real Estate Forum, named a “NYC Power Women” by Bisnow, named among the “Top Women in Real Estate” by New York Real Estate Journal and recognized as a leading lawyer in her practice area by a number of ranking publications including Chambers USA, New York Super Lawyers and The Legal 500.

 
Dan Lisser, Senior Managing Director, Marcus & Millichap

Daniel Lisser has joined Marcus & Millichap’s Capital Corporation as Senior Director Originations, in his new position, Lisser will be responsible for originating commercial real estate debt and equity solutions nationwide. Lisser comes to Marcus & Millichap from Walker & Dunlop which he joined as part of the Johnson Capital acquisition, where he was Senior Vice President, providing and structuring financing solutions nationwide to meet the needs of commercial real estate developers and owners. Throughout his career, Mr. Lisser has been responsible for the origination and underwriting of over $5 billion of commercial mortgages and $3 billion of commercial mortgage sales throughout the United States.

Robert Knakal, Chairman, New York Investment Sales, Cushman & Wakefield

Robert Knakal is Chairman, New York Investment Sales of Cushman & Wakefield. Previously, he was Chairman and Founding Partner of Massey Knakal Realty Services, New York’s #1 building sales firm. He graduated from the Wharton School of Business at the University of Pennsylvania with a Bachelor of Science degree in Economics in 1984.

 

Billy Procida, President, Procida Funding & Advisors

William “Billy” Procida is Founder and President of Procida Funding and Advisors. Over the course of his 30 year career he has been a subcontractor, general contractor, developer, real estate broker, restructuring advisor and private equity fund manager. Billy has completed over $2 billion in projects in various capacities. He currently manages the 100 Mile Fund which provides bridge, mezzanine and equity for distressed and value add real estate. Billy has been awarded the prestigious New York City Developer of the Year Award and The National Homebuilders “Pillar of the Industry” Award. He has appeared on the Today Show, CNBC CNN, and Fox Business extensively, authored over 50 articles and has been the subject of hundreds of articles from Der Spiegel in Europe to New York Magazine. Billy has also lectured at numerous universities including Yale, Columbia and NYC even though he never attended college.

 George C. Fatheree III, Counsel Real Estate, Skadden

George C. Fatheree’s transactions have included the formation of numerous real estate joint ventures and private equity funds across all investment strategies and asset classes; the acquisition and disposition of various classes of real estate assets, including shopping centers, office buildings, hotels and development properties, as well as multi-asset, portfolio and corporate level transactions; numerous financing transactions, including single-asset and portfolio loans, mortgage and asset-based loans, loan syndications, sale-leaseback transactions and loan assumptions, as well as workouts and restructurings; and leasing transactions, including multi-asset master leases and ground leases, across multiple geographies and asset classes.

 
Paul M. Fried, Executive Managing Director, Greystone

Paul, Executive Managing Director and Head of Equity Capital Markets, is responsible for leading Greystone’s equity capital placement services. Paul and his team provide advice on structuring creative equity solutions and source institutional equity capital on behalf of real estate owners and developers across all commercial property types. Paul joined Greystone Bassuk from L&L Holding, where he was a Managing Director and head of Equity and Debt Capital Markets. He brought with him broad experience in raising capital for real estate projects and advising clients on capital strategies. With experience spanning over two decades and numerous economic cycles, he provides clients with a unique perspective on successfully managing the equity capital markets. At L&L, alone, his assignments encompassed over $4 billion in strategic acquisition, equity recapitalization and development projects, for projects such as the development of 425 Park Avenue in Manhattan.

 
 David Eyzenberg, President, Eyzenberg & Co.

David Eyzenberg is president of Eyzenberg & Company, a NYC-based investment bank delivering best-in-class debt, equity and ground lease capital solutions for existing, transitional and to-be-built projects. Additionally, Mr. Eyzenberg is a partner at Anika Equities, an institutionally backed private equity vehicle specializing in the creation and acquisition of ground leases under existing or under development properties. Complementing his professional endeavors, Mr. Eyzenberg teaches graduate real estate finance studies in the New York University Schack Institute’s Masters of Science in Real Estate and NYU Stern MBA programs.

 
 Scott Singer, President, The Singer & Bassuk Organization

Scott A. Singer has arranged several billion dollars of construction and permanent financing on behalf of
sophisticated real estate owners and developers. Major projects in New York City have included The Crown
Building (730 Fifth Avenue), 75 Wall Street (twice), One Seaport Plaza (three times), MetLife Plaza, The
Mark Hotel, Two Chase Manhattan Plaza, and 636 11th Avenue (twice); as well as the Capital District
Portfolio in Albany, NY; 215 Fremont Street in San Francisco (twice), and 123 South Broad Street in
Philadelphia. Scott has arranged financing covering more than 9,000 apartments, 32 million sq. ft. of
commercial and retail space, and a variety of more specialized properties including the Brooklyn Navy
Yard, and the headquarters of both the United Federation of Teachers and the American Jewish Congress.
Scott is a two-time winner of the Real Estate Board of NY’s Most Ingenious Finance Deal of the Year award:
In 2016 for sub-leasehold financing at the Brooklyn Navy Yard (with SBO’s Kathleen McSharry), and in 2013
for the construction financing of Muss Development’s 50 Oceana Drive West in Brighton Beach (with SBO’s
Jeffrey Moroch).

 

 

Tawan Davis, CEO, The Steinbridge Group

Tawan Davis is the Chief Executive Officer and Managing Partner of The Steinbridge Group, which has structured, executed and invested nearly $1 billion in commercial and residential real estate. Under Mr. Davis’ leadership-which includes managing the investment program and overseeing the day-to-day operations and transaction pipeline-Steinbridge is now investing more than $400 million in urban single-family home market. The strategy-with a long-term hold commitment-is to acquire and renovate middle income family residences in close proximity to transportation and employment as rental unites, helping foster success among working residents in transition neighborhoods.
Passionate about making a positive contribution in each neighborhood in which he invests, Mr. Davis works with a dedicated team to supply high quality housing at ‘rent reasonable’ rates in urban settings, while joining with non-profit organizations and local members to form community partnerships in furtherance of these goals.

 
Rob Deckey, Managing Director and Co-Head of East Coast Region, Invesco Real Estate

Robert Deckey is a Managing Director and Co-Head of the East Coast Region for Invesco Real Estate. Prior to joining IRE, he was Chief Investment officer of George Comfort & Sons, Inc. for 14 years, responsible for new acquisitions and capital market in New York City, Washington DC, and Beverly Hills. Rob also worked for over 10 years in real estate corporate finance at Citigroup and JP Morgan, completing over 60 transactions valued at over $10 billion. Rob started his career at AEW and EF Hutton in acquisitions, workouts and portfolio management. Rob has a BA in electrical engineering and economics from Brown University, and an MBA from Wharton Business School in real estate finance. He is a member of ULI and REBNY.

 
Andrew Schaffler, Director, Listed Real Estate Securities

Mr. Schaffler serves as the Director of Listed Real Estate Securities with primary responsibility for all aspects of the firm’s public markets investing activities. Additionally, Mr. Schaffler is a member of the Investment Committee which oversees Madison’s US and European private investment activities including origination, underwriting, and execution of transactions. Prior to joining Madison in 2015, Mr. Schaffler spent nine years at Cohen & Steers Capital Management on the portfolio management team, including five years on a long/short real estate hedge fund. Mr. Schaffler earned a B.S. degree in Policy Analysis and Management from Cornell University and is a CFA charterholder.

 

 

Jason Morgan, Senior Vice President of Acquisitions and Investment Management, Morgan Properties

As Senior Vice President of Acquisitions and Asset Management at Morgan Properties, Jason’s primary responsibilities involve sourcing, underwriting, negotiating and closing acquisitions, dispositions, recapitalizations and refinancing of all transactions consummated, and implementing numerous asset management initiatives. Prior to joining Morgan Properties, Jason worked at Och-Ziff Capital Management, where he focused on investment activities involving equity investments, preferred equity structures, mezzanine financing, and senior loans across traditional and niche real estate asset classes. Before Och-Ziff, Jason worked at Goldman Sachs in the real estate investment banking group. Jason received a Bachelor of Science in Economics with a concentration in Finance and Real Estate from The Wharton School at the University of Pennsylvania.

 
Mike Sroka, Co-Founder & CEO, Dealpath

Mike Sroka is the Co-Founder and CEO of Dealpath. Previously, he’s spent over a decade growing venture-backed software companies including Fanhood (acq. by FOX), Zynga (NASDAQ: ZNGA) and OneSeason (acq. by Cantor Fitzgerald). Mike started his career at Hudson Advisors, managing agent for the Lone Star Funds, and graduated from Southern Methodist University with a B.S. in Economics with Finance Applications. Mike lives in the Bay Area with his wife and 2 kids. He’s a member of California Trout, Urban Land Institute, NAIOP and ICSC.

 

Following the forum, we will have our annual Awards ceremony, Commercial Real Estate 20, where we will honor 20 outstanding deals, investors, green and tech strategies, and thought leaders. Contact Chloe Moss to book your table today!

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