Navigating operational complexity and scaling your organization

The PERE CFO/COO Forum is where senior level executives from private real estate funds convene each year to discuss how best to address the operational challenges they face in scaling an increasingly complex business environment.

Today’s real estate CFO and COO is tasked with financial reporting on an unprecedented number of entities, diverse investment fund structures, expansion into new asset classes, more intensive operational due diligence as well as more pressure to comply with regulatory scrutiny. Balancing the optimum combination of new technologies, more effective digital and analytical tools, outsourced providers, and larger in-house teams is essential to be competitive.

Topics addressed at the 2019 Forum:

  • Scaling the organization to more effectively manage growth in AUM and complexity
  • LP perspective on transparency, operational due diligence and financial reporting
  • Operational challenges in raising and managing real estate debt funds
  • Update on tax efficient structures to accommodate foreign and tax-exempt investors
  • How to leverage outsourced providers to gain efficiency
  • Managing asset level and fund leverage
  • Big Data: cross functional approach to optimize competitiveness
  • Update on hot button SEC issues specific to real estate

Speakers in 2019 included

View all speakers
View all speakers

Download the PERE CFO/COO Forum brochure

 

Check out the 2019 brochure to view:

– 2019 speakers

– 2019 agenda highlights

– Complete list of past event attendees
and more!

Learn how to improve your firm’s operating model

Actionable intelligence & peer-to-peer networking

Meet with CFOs, COOs, SVPs, VPs, Directors & Controllers in private real estate to leverage their experience and learn best practices.

The latest tax and accounting updates

Hear about how recent tax and accounting changes will impact private real estate fund structuring for foreign investors.

Up to 12 CPE credits

Bolster your career with Continuing Professional Education credits. View the booking page for our CPE sponsor information.

Previous attendees have said

A quote icon for decorating the content

I like the fact that it is specifically tailored to PERE and has attendees facing the same issues as you.

A quote icon for decorating the content

An excellent forum targeted to the specific needs of finance and operations professionals supporting the real estate industry. Insightful and relevant topics th…

Read full testimonial

A quote icon for decorating the content

I think this is a must attend conference for CFOs in the PERE space. Our world is small and this was an excellent networking opportunity.

View the 2019 agenda

Interested in speaking at the 2020 Forum?

Please contact Arleen Buckley at arleen.b@peimedia.com or +1 212 633 1454.

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 7th

Plenary session
08:00 - 09:00

Registration and breakfast

08:00 - 09:00

Women in real estate networking breakfast (invitation only)

09:00 - 09:10

PEI welcome & chairman’s introduction

09:10 - 10:00

Keynote CFOs and COOs panel: Scaling your organization for growth and managing operating complexity

Laurie "LG" Golub, Peter Harned, Hisham A. Kader, Jean-Francois Gillard
  • How are fund managers improving efficiency and scalability through digital and analytical tools?
  • How do you drive the conversations re appropriate staffing with the GPs?
  • Benchmarking ratios of investment professionals to operations staff per AUM
  • How can you achieve economies of scale across finance, operations, human resources and compliance?
  • Can you add more efficiency with investment in in-house systems or leveraging outsourced providers?

Moderator:
Zoe HughesCEO, NAREIM

A speaker photo for Laurie "LG"  Golub

Laurie "LG" Golub

Chief Operating Officer & Senior Managing Director, Square Mile Capital Management

Read bio
A speaker photo for Peter Harned

Peter Harned

Managing Director, Morgan Stanley Real Assets

Read bio
A speaker photo for Hisham A.  Kader

Hisham A. Kader

Executive Vice President and Chief Financial Officer, GID

Read bio
A speaker photo for Jean-Francois Gillard

Jean-Francois Gillard

Global Director, Accounting & Reporting Services, CBRE

Read bio
10:00 - 10:45

Keynote interview

Sonny Kalsi, Andrew Yoon

Recognized as a leader in the private equity real estate industry for 28 years and co-founder of GreenOak in 2010, Sonny will share his insights on how the current wave of real estate M&A reflects the evolution of the private equity real estate industry. He will be joined onstage by his Chief Operating Officer, Andrew Yoon to discuss the strategic role of the COO throughout the M&A process from due diligence through to business integration.

Interviewer:
Evelyn LeeNews Editor, PERE

 

A speaker photo for Sonny Kalsi

Sonny Kalsi

Co-Founder, GreenOak Real Estate

Read bio
A speaker photo for Andrew Yoon

Andrew Yoon

Chief Operating Officer, GreenOak Real Estate

Read bio
10:45 - 11:05

Networking coffee break

11:05 - 11:50

Panel: Accessing alternative sources of capital

Chad Briggs, Tom Fortin, Cristiano Machado, Paul Quinlan
  • Non-traded REITS
  • Developing a retail channel to reach high net worth individuals via RIAs
  • Exploring permanent capital and open-ended fund structures
  • Strategic and operational challenges

Moderator:
Cesar EstradaSr. Managing Director, Global Head of Product Management for PE & Real Assets Fund Services, State Street Corporation

A speaker photo for Chad Briggs

Chad Briggs

Chief Financial Officer, Bridge Investment Group

Read bio
A speaker photo for Tom  Fortin

Tom Fortin

Chief Operating Officer, icapital Network

Read bio
A speaker photo for  Cristiano Machado

Cristiano Machado

Managing Director, CFO Real Estate Funds, Brookfield’s Property Group

Read bio
A speaker photo for Paul Quinlan

Paul Quinlan

Read bio
11:50 - 12:30

Panel | Operational considerations when bolting on a real estate credit strate

David Cordova, Robert Hellman, Carla Stoner
  • Challenges of integrating new teams and technology systems
  • Do they look different operationally?
  • Addressing allocation, conflicts of interest and compliance issues
  • Using technology for deal flow and monitoring loans

Moderator:
Evelyn LeeNews Editor, PERE

A speaker photo for David  Cordova

David Cordova

Chief Financial Officer, ACORE Capital

Read bio
A speaker photo for Robert  Hellman

Robert Hellman

Managing Director, Head of Asset Management, Pembrook Capital Management

Read bio
A speaker photo for Carla Stoner

Carla Stoner

Chief Financial Officer, Harbor Group International

Read bio
12:30 - 13:45

Networking lunch

Workshops
13:45 - 14:45

Workshop A | Preparing for an SEC exam – best practices for private real estate fund managers

  • Making exam readiness a priority
  • Lessons learned from recent SEC enforcement cases
  • Exam preparation tips

Moderator:
Eva CarmanPartner, Ropes & Gray LLP

13:45 - 14:45

Workshop B | Tax structuring for non-US based investors

Daniel Abramoff , Herbert Li
  • Implications of anticipated PATH Act clarification
  • Impact of recent trends/changes in tax law on structures for foreign investors
  • How internal tax departments bring value and add to the fund raising process

Moderator:
Ian PetropoulosTax Partner, KPMG

A speaker photo for Daniel Abramoff

Daniel Abramoff

Director of Tax, PGIM Real Estate

Read bio
A speaker photo for Herbert Li

Herbert Li

Vice President, Brookfield Asset Management

Read bio
Afternoon plenary session
15:30 - 15:45

Networking coffee break

15:45 - 16:30

Panel | Update on hot topics from NCREIF PREA Reporting Standards

John Caruso, Sally-Ann Flood, Diane Wild
  • Impact of 2020 GIPS on real estate
  • Changes in valuation standards for closed-end funds
  • Final release of global fee and expense metrics
  • Real estate application of the ILPA reporting template

Moderator:
Kyle CampbellSenior Reporter, PERE

A speaker photo for John Caruso

John Caruso

Managing Director, Head of Finance – Americas, Nuveen Real Estate

Read bio
A speaker photo for Sally-Ann  Flood

Sally-Ann Flood

Chair, NCREIF PREA Reporting Standards

Read bio
A speaker photo for Diane Wild

Diane Wild

Head of North America Investment Performance Reporting & Analysis, LaSalle Investment Management, Inc.

Read bio
16:30 - 17:15

Panel | Opportunity Zones

Craig Bernstein, Chad Briggs, Thomas Mayrhofer
  • Deciphering the rules around tax incentives
  • Insights into whether the program aligns with investment strategy and investor base
  • Logistical implications for finance and operations team

Moderator:
Philip MarraNational Audit Leader – US Building, Construction & Real Estate Practice, US Real Estate Funds Leade, KPMG LLP

A speaker photo for Craig Bernstein

Craig Bernstein

Principal, OPZ Bernstein

Read bio
A speaker photo for Chad Briggs

Chad Briggs

Chief Financial Officer, Bridge Investment Group

Read bio
A speaker photo for Thomas  Mayrhofer

Thomas Mayrhofer

Chief Financial Officer and Deputy Chief Operating Officer, EJF Capital

Read bio
17:15 - 18:15

Networking cocktail reception and end of day one

Agenda

Day 2 - Wednesday 8th

Plenary session
08:00 - 09:05

CFO & COO Think Tank (invitation only)

Thomas Mayrhofer

This is an exclusive, off the record breakfast roundtable for CFOs and COOs to address common challenges and concerns around the evolving operating model.

A speaker photo for Thomas  Mayrhofer

Thomas Mayrhofer

Chief Financial Officer and Deputy Chief Operating Officer, EJF Capital

Read bio
08:00 - 09:05

Registration and networking breakfast

09:05 - 09:10

Chairman’s opening remarks

09:10 - 09:45

SEC update

Ryan Hinson

Interview with SEC regarding hot button issues and current focus impacting real estate managers

Interviewer:
Marshall SprungManaging Director and Global Head of Compliance, Blackstone

A speaker photo for Ryan Hinson

Ryan Hinson

Regulatory Counsel, US Securities and Exchange Commission

Read bio
09:45 - 10:30

Panel | Leveraging Technology to more effectively manage data across the organization

Sudeep Doshi, Kathleen Hurley, Scott Tavolacci
  • Apply technology to diligence on prospective deals
  • How real estate companies are using technologies to gain an edge?
  • Investor reporting dynamics – level of transparency and information that are required by investors
  • How do you balance the organization’s requirements and demands of the LPs?
  • Transactional volume – tools to track, monitor and calculate performance
  • Prioritizing technology implementations
  • Hiring a senior level technologist or relying on external advisors

Moderator:
Zoe Hughes, CEO, NAREIM

A speaker photo for Sudeep  Doshi

Sudeep Doshi

Associate Partner, McKinsey & Company

Read bio
A speaker photo for Kathleen Hurley

Kathleen Hurley

Director of IT, Madison International Realty

Read bio
A speaker photo for Scott Tavolacci

Scott Tavolacci

Industry Principal, Investment Management, Yardi Systems

Read bio
10:30 - 11:15

Panel | Optimizing value of outsourced relationships

Jamie Christmas, Scott Kraemer, Peter Shepard
  • Key considerations when migrating to an outsourced model
  • Integrating an outsourced model with your in-house resources
  • Challenges of fund administrators, finance teams working together with operating partners

Moderator:
Cyndy SilverthornManaging Director- Portfolio Management & Investor Relations, Crow Holdings Capital

A speaker photo for Jamie Christmas

Jamie Christmas

Chief Financial Officer, Round Hill Capital

Read bio
A speaker photo for Scott  Kraemer

Scott Kraemer

Managing Director Alternative Investments, Vistra

Read bio
A speaker photo for Peter Shepard

Peter Shepard

Chief Financial Officer, JCR Capital

Read bio
11:15 - 11:30

Networking break

11:30 - 12:15

Panel | Effectively managing LP co-investment, SMAs and other complex fund structures

Wayne Fitzgerald, Bradley Petersen, Dev Subhash
  • Best practices around communications regarding LP co-investment preferences
  • How do separate accounts and co-investments fit into growing complexity of fund structures?
  • Building LP co-investment structures into the Limited Partner Agreement
  • Addressing financial reporting and allocation challenges
  • How to effectively leverage co-investment opportunities to raise fund capital?

Moderator:
Adam HandwerkerManaging Director, Hodes Weill & Associates

A speaker photo for Wayne Fitzgerald

Wayne Fitzgerald

Chief Operating Officer, US Real Assets, BlackRock

Read bio
A speaker photo for Bradley  Petersen

Bradley Petersen

Director, Garrison Investment Group

Read bio
A speaker photo for Dev Subhash

Dev Subhash

Partner, StepStone Real Estate

Read bio
12:15 - 13:00

Panel | Attracting, managing and incentivizing staff

Ashia Derksen, Andrew Fein, Alexander Labowitz, Susan Mello
  • Differentiation of your firm as an employer of choice
  • Finding talent with technology skills and real estate experience
  • Staying competitive with compensation and benefits
  • Creating a career path for junior professionals
  • Annual review process

Moderator:
Lisa FuAmericas reporter, PERE

A speaker photo for Ashia Derksen

Ashia Derksen

Senior Vice President, Manager of Portfolio Accounting, Shorenstein Realty Services, L.P

Read bio
A speaker photo for Andrew Fein

Andrew Fein

Principal, Heidrick & Struggles

Read bio
A speaker photo for Alexander Labowitz

Alexander Labowitz

General Counsel, Cadre

Read bio
A speaker photo for Susan  Mello

Susan Mello

Managing Director, PGIM Real Estate

Read bio
13:00 - 14:00

Networking luncheon & end of conference

2019 speakers

Interested in speaking at the 2020 Forum? Please contact Arleen Buckley at arleen.b@peimedia.com or +1 212 633 1454.

Daniel Abramoff

Director of Tax, PGIM Real Estate

Daniel Abramoff is the director of Tax at PGIM Real Estate. Based in Madison, New Jersey, Daniel is responsible for the oversight and strategy in delivery of essential fund tax services across PGIM Real Estate globally. PGIM Real Estate is the real e… Read full bio

Darren Berk

Chief Financial Officer, Dune Real Estate Partners

Prior to joining Dune in 2004, Mr. Berk was Controller at SFM Capital Management LP, an affiliate of Soros Fund Management LLC. Prior to joining SFM, Mr. Berk was the co-manager of the Fund Accounting Group at Ivy Asset Management Corp., a $14 billio… Read full bio

Craig Bernstein

Principal, OPZ Bernstein

Craig Bernstein is a Principal of OPZ Bernstein, a subsidiary of The Bernstein Companies, a Washington, DC based real estate investment management firm. Mr. Bernstein has more than 20 years of experience in real estate, including acquisitions, dispos… Read full bio

Chad Briggs

Chief Financial Officer, Bridge Investment Group

Chad Briggs serves as Chief Financial Officer of Bridge Investment Group. Mr. Briggs is responsible for all of Bridge Investment Group’s treasury and financial functions and oversees tax compliance as well as financial reporting. Mr. Briggs brings ov… Read full bio

Kyle Campbell

Senior Reporter, PERE

Kyle Campbell is a senior reporter for PERE, PEI Media’s global magazine and website for private real estate investment. Based in New York, he leads coverage of the Americas with a focus on investors in the US and Canada. Before joining PERE in fall… Read full bio

Eva Carman

Partner, Ropes & Gray LLP

Eva Carman is resident in Ropes & Gray’s New York Office and Co-Head of the firm’s Securities and Futures Enforcement Group. She is a Chambers & Partners Ranked Practitioner for Nationwide, Securities: Regulation: Enforcement. She has 25 years of exp… Read full bio

John Caruso

Managing Director, Head of Finance – Americas, Nuveen Real Estate

John Caruso is Managing Director, Head of Finance for the THE Americas which consists of over $75 billion in real estate equity and debt assets under management in North and South America. John is responsible for both internal and external reporting… Read full bio

Jamie Christmas

Chief Financial Officer, Round Hill Capital

As CFO of Round Hill Capital, Jamie is responsible for all Finance, tax and numerous operational activities across the firm and its investments. Bringing over fifteen years of Real Estate, Private Equity, and Finance experience to the firm, Jamie sta… Read full bio

David Cordova

Chief Financial Officer, ACORE Capital

David Cordova is Chief Financial Officer of ACORE Capital. He oversees the accounting and finance functions of ACORE. Before joining ACORE, Mr. Cordova served as Chief Financial Officer and Treasurer of New Mountain Finance Corporation (NYSE: NMFC),… Read full bio

Ashia Derksen

Senior Vice President, Manager of Portfolio Accounting, Shorenstein Realty Services, L.P

Ashia Derksen joined Shorenstein in 2003. She is responsible for the overall organization and administration of the Portfolio Accounting group, including budgeting, staffing and training, allocation of personnel resources and establishment of standar… Read full bio

Sudeep Doshi

Associate Partner, McKinsey & Company

Sudeep Doshi is an Associate Partner in McKinsey’s New York Office, where he is a leader in the firm’s Real Estate Practice. He has served real estate investors, developers, service companies and technology providers on questions of growth strategy,… Read full bio

Cesar Estrada

Sr. Managing Director, Global Head of Product Management for PE & Real Assets Fund Services, State Street Corporation

Cesar Estrada is a Senior Managing Director with State Street Global Services and Global Head of Product Management for Private Equity & Real Estate Fund Services.  He was previously responsible for Operations for Private Equity Fund Services focused… Read full bio

Andrew Fein

Principal, Heidrick & Struggles

Andrew Fein is a Principal with Heidrick & Struggles' global Financial Services Practice with a focus on real estate. Prior to joining Heidrick & Struggles, Andrew was a director at a leading global executive search firm in the firm's financial servi… Read full bio

Wayne Fitzgerald

Chief Operating Officer, US Real Assets, BlackRock

Sally-Ann Flood

Chair, NCREIF PREA Reporting Standards

Coming soon..

Tom Fortin

Chief Operating Officer, icapital Network

Thomas Fortin is the Chief Operating Officer at iCapital Network, responsible for the Administration, Investor Services and Technology groups. Prior to joining iCapital, Tom was a Managing Director at BlackRock from 2001-2017. He was most recently th… Read full bio

Lisa Fu

Americas Reporter, PERE

Lisa Fu is the Americas reporter for PERE, the industry’s leading global real estate investment publication. She has had a special focus and interest in the opportunity zone program in the US and burgeoning ESG and impact investing space. Prior to jo… Read full bio

Jean-Francois Gillard

Global Director, Accounting & Reporting Services, CBRE

Laurie "LG" Golub

Chief Operating Officer & Senior Managing Director, Square Mile Capital Management

Laurie Golub is responsible for oversight of Square Mile’s ongoing business operations. Prior to joining Square Mile, “LG” (as she is known) held leadership positions with HFZ Capital Group, Africa Israel USA and Forest City Ratner Companies. Prior t… Read full bio

Adam Handwerker

Managing Director, Hodes Weill & Associates

Adam Handwerker is a Managing Director of Hodes Weill & Associates, which is a global real estate advisory boutique that provides institutional capital raising for funds, transactions, co-investments and separate accounts; M&A, strategic and restruct… Read full bio

Peter Harned

Managing Director, Morgan Stanley Real Assets

Peter Harned is a Managing Director of Morgan Stanley and Global Chief Financial Officer for MSREI. Peter is responsible for managing the finance, reporting, portfolio management, risk and legal/regulatory activities across MSREI. Peter has over 30 y… Read full bio

Yehuda Hecht

Managing Director, Chief Financial Officer, Madison International Realty

Mr. Hecht serves as Chief Financial Officer with oversight of Madison’s Finance and Accounting team. His responsibilities include, financial reporting, tax structuring of investments and credit facility management. Mr. Hecht has over 18 years of fina… Read full bio

Robert Hellman

Managing Director, Head of Asset Management, Pembrook Capital Management

Mr. Hellman has 36 years of experience in commercial real estate industries and joined Pembrook in 2010 where has been responsible for the Asset Management team, is a member of PCM’s investment and valuation committees, and is the Chief Compliance Of… Read full bio

Ryan Hinson

Regulatory Counsel, US Securities and Exchange Commission

Ryan Hinson is the Regulatory Counsel for the examination program in the Los Angeles Regional Office of the Securities and Exchange Commission. Mr. Hinson joined the SEC’s Los Angeles office in 2008 as an attorney-examiner and later was named an atto… Read full bio

Zoe Hughes

CEO, NAREIM

Zoe is chief executive officer of the industry association, NAREIM – the National Association of Real Estate Investment Managers. NAREIM offers specialized intelligence and connections for leadership and organizational growth. Through meetings, propr… Read full bio

Kathleen Hurley

Director of IT, Madison International Realty

Ms. Hurley serves as IT Director with responsibility for Madison’s global IT infrastructure. She ensures that all technology services are delivered, technology related compliance and business continuity are managed, provides training and assists with… Read full bio

Hisham A. Kader

Executive Vice President and Chief Financial Officer, GID

Hisham Kader is the Chief Financial Officer of GID Investment Advisers, LLC, a vertically integrated multifamily developer, investor and operator. He oversees the Treasury, Finance, Accounting, Tax, Risk, MIS and HR functions. Mr. Kader’s previous po… Read full bio

Sonny Kalsi

Co-Founder, GreenOak Real Estate

Sonny Kalsi is a Founder of GreenOak Real Estate, a partner-owned, real estate investment management and advisory firm focused on creating value for clients. Sonny has over 26 years of experience in the real estate industry and founded GreenOak in 20… Read full bio

Miki Kamijyo

Managing Director and Chief Compliance Officer, Annaly Capital Management, Inc.

Scott Kraemer

Managing Director Alternative Investments, Vistra

Scott was appointed as Global Lead, Hedge Funds and Managing Director, Alternative Investments, North America in 2018. Based in New York, he is responsible for the development and execution of the AI strategy for North America, including operations,… Read full bio

Alexander Labowitz

General Counsel, Cadre

Alex is Cadre’s General Counsel and Chief Compliance Officer. Alex has overseen Cadre’s legal, regulatory, and compliance matters since joining the firm in 2015. Prior to joining Cadre, Alex worked at Simpson Thacher & Bartlett LLP and Shearman & Ste… Read full bio

Evelyn Lee

News Editor, PERE

Evelyn Lee is news editor at PERE, PEI Media’s global magazine and website for private real estate investment. Based in New York, she is responsible for overseeing PERE’s global news coverage across both its print and digital platforms. She joined th… Read full bio

Herbert Li

Vice President, Brookfield Asset Management

Herbert Li is a Vice President in Brookfield’s Real Estate group. He is responsible for leading and overseeing the US tax compliance function for the private real estate funds business as well as the publicly listed partnership, Brookfield Property P… Read full bio

Caryn L. Lombardi

US Head of Operations & Finance, AXA Investment Managers – Real Assets

Caryn Lombardi serves as the US Head of Finance and Operations for AXA Investment Managers – Real Assets. Based in New York, Caryn is responsible for finance, operations, tax and structuring for AXA Investment Managers real estate funds and separate… Read full bio

Cristiano Machado

Managing Director, CFO Real Estate Funds, Brookfield’s Property Group

Cristiano Machado is a Managing Director in Brookfield’s Property Group, responsible for finance and operations of Brookfield’s real estate private funds. Mr. Machado joined Brookfield in 1995 and has approximately 20 years of real estate experience.… Read full bio

Philip Marra

National Audit Leader - US Building, Construction & Real Estate Practice, US Real Estate Funds Leade, KPMG LLP

Phil is the National Audit Leader for Building, Construction and Real Estate practice, as well as US Real Estate Fund’s Leader. He is an audit partner based in New York with over 29 years of sector experience. Phil has a wide range of experience in p… Read full bio

Thomas Mayrhofer

Chief Financial Officer and Deputy Chief Operating Officer, EJF Capital

Mr. Mayrhofer joined EJF Capital in April 2018 as Deputy CFO and Deputy COO and has over 15 years of experience in the financial services industry. Prior to joining EJF, Mr. Mayrhofer was a Partner and Managing Director at The Carlyle Group. In addit… Read full bio

Susan Mello

Managing Director, PGIM Real Estate

Susan M. Mello is a managing director at PGIM Real Estate and a portfolio manager for the USPF and PRECO closed-end real estate fund series. Based in Madison, New Jersey, Susan has a leadership role in all aspects of fund strategy and management, inc… Read full bio

Bradley Petersen

Director, Garrison Investment Group

Mr. Bradley Petersen is a Director of Garrison Investment Group in their New York office. Mr. Petersen joined Garrison in February 2016 and is responsible for fundraising, business development and investor relations across the firm’s commingled funds… Read full bio

Ian Petropoulos

Tax Partner, KPMG

Ian is a Partner in KPMG’s New York Real Estate tax practice. He has nearly 20 years of experience providing tax services to the real estate industry. Ian’s experience includes client engagement responsibilities for private equity real estate and deb… Read full bio

Paul Quinlan

Paul D. Quinlan is a Managing Director and Chief Financial Officer of the Blackstone Real Estate group. Mr. Quinlan was previously the CFO for Blackstone Real Estate Debt Strategies and Blackstone Mortgage Trust. Prior to this, he was a member of Bla… Read full bio

Yesenia Scheker Izquierdo

Partner, KPMG

Yessi leads KPMG’s New York Real Estate Tax Practice and has more than 16 years of experience providing tax services to the asset management and real estate industry. She has a wide range of experience in providing tax and advisory services to real e… Read full bio

Robert Shaw

Manager-Head of Real Estate Consulting, AltaReturn

Robert Shaw joined AltaReturn in 2015 and is a senior sales executive for real estate. Robert has over 30 years professional experience, mostly focused on managing finance, accounting, reporting and operations, including third party administrators an… Read full bio

Peter Shepard

Chief Financial Officer, JCR Capital

Mr. Shepard is CFO of JCR Capital Investment Corporation, a Denver-based real estate private equity firm with approximately $1B of assets under management. Prior to JCR, Peter was founder and Managing Director of Athena Business Solutions, a CFO cons… Read full bio

Cyndy Silverthorn

Managing Director- Portfolio Management & Investor Relations, Crow Holdings Capital

Cyndy Silverthorn is a Managing Director at Crow Holdings Capital and has the overall responsibility for real estate fund operations, data management, and investor services including performance analysis and reporting. Cyndy is also actively involved… Read full bio

Marshall Sprung

Managing Director and Global Head of Compliance, Blackstone

Marshall S. Sprung is a Managing Director and Global Head of Compliance at Blackstone. Before joining the firm in 2016, Mr. Sprung was Co-Chief of the Asset Management Unit of the U.S. Securities and Exchange Commission’s Division of Enforcement. In… Read full bio

Carla Stoner

Chief Financial Officer, Harbor Group International

Carla Stoner is responsible for directing HGI’s financial policies and strategies. As CFO, she oversees the financial aspects of the company, including reporting, accounting, information technology, human resources, tax and treasury functions. Ms. St… Read full bio

Dev Subhash

Partner, StepStone Real Estate

Mr. Subhash leads StepStone real estate’s research and fund investment activities. He is also involved in various investment and portfolio management activities. Prior to joining StepStone in 2014, Mr. Subhash was regional portfolio manager for Cohen… Read full bio

Albert C. Tan

Partner, Co-Chair Fund Finance Group, Haynes and Boone, LLP

Scott Tavolacci

Industry Principal, Investment Management, Yardi Systems

Scott has over 30 years’ experience working in the real estate software technology field. He started in financial and real estate technology consulting with the public accounting firm of Laventhal and Horwath, and went on the manage a real estate tec… Read full bio

Diane Wild

Head of North America Investment Performance Reporting & Analysis, LaSalle Investment Management, Inc.

Based in Chicago, Ms. Wild is responsible for managing the firm’s internal and external performance reporting team and related processes for the US, Canada and Mexico private equity real estate investments. She is also responsible for the firm’s US P… Read full bio

David Wasserman

Managing Director, Fixed Income, Morgan Stanley

Andrew Yoon

Chief Operating Officer, GreenOak Real Estate

Andrew is the Chief Operating Officer and a Partner of GreenOak. Prior to joining GreenOak, he was a Managing Director and COO and CFO for Morgan Stanley Real Estate Investing (MSREI) in Asia. He served as CFO for MSREI Asia since 2004 and as COO sin… Read full bio
View all speakers

Sponsors in 2019 included

Event venue & hotel accommodations

EVENT VENUE: CONVENE

730 THIRD AVE, NEW YORK, NY 10017

HOTEL BLOCK: KIMPTON MUSE

130 W 46TH ST, NEW YORK, NY 10036