Navigating operational complexity and scaling your organization

The PERE CFOs & COOs 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 CFOs & COOs 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. PEI is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Previous attendees have said

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

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

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.

2020 agenda

Interested in speaking at the 2020 Forum? Please contact Kwame Campbell at 646-356-4520 or kwame.c@peimedia.com

Day 1 Day 2
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Agenda

Day 1 - Wednesday 29th

Plenary session
08:00 - 09:00

Registration and breakfast

08:00 - 09:00

Women's leadership breakfast

09:00 - 09:10

PEI welcome & chairman’s introduction

09:10 - 10:00

Keynote panel | View from the top

As their roles continue to evolve at unprecedented rate, today CFOs and COOs have become important agents of change within their organizations, spearheading strategic initiatives and driving innovation at every level.  Hear from these industry leaders and learn what they are doing to scale growth, leverage opportunities, and navigate obstacles during these complex and challenging times.

    • How are you utilizing technology to increase operational efficiencies?
    • What is your firm doing in terms of preparing for an economic downturn?
    • How much are you investing in human capital and where have you identified the greatest need?
    • How are you responding to ongoing regulatory/ tax developments?
    • How is your firm responding to increased investor interest in co-investment opportunities?
    • What are the opportunities and challenges lie ahead for the industry?
10:00 - 10:45

Panel | Geopolitical and macroeconomic factors impacting the real estate industry

Hear from top economists as they discuss the implications of a possible downturn, explore major geopolitical events, and identify key macroeconomic factors impacting the real estate industry.  The topics will include but are not limited to the following:

  • Trade wars
  • Brexit
  • 2020 Elections
  • Labor shortage
  • End of LIBOR/ Introduction of SOFR
  • US Housing Crisis
  • E-commerce and the technology effect
10:45 - 11:05

Networking coffee break

11:05 - 11:50

Panel | Cross-border investments: building globally by thinking locally

  • Understand the unique set of financial and operational challenges
  • Finding talent and building the right team
  • Navigating complex tax structures and cross-border regulations
  • The need for local expertise and finding the right strategic partners
  • How effective is your firm executing operational due diligence?

 

11:50 - 12:30

Panel | The meteoric rise of debt funds and direct lending

  • What are the greatest challenges when embarking on a debt strategy?
  • How is a debt platform operationally different?
  • What are the risks and rewards associated a debt strategy?
  • Is there a downside? Late-cycle market, lack of covenants, overall deterioration of credit, etc.
  • Why are more and more lenders entering riskier territory?
12:30 - 13:45

Networking lunch

Workshops
13:45 - 14:45

Workshop A | Navigating and finding opportunities in the middle market

  • How is widespread consolidation impacting the industry? Survival of the fittest?
  • How firms are repositioning themselves to better source and execute deals?
  • Why are niche investment strategies are growing in popularity? What are the risks and rewards?
  • Recruiting and retaining talent in a highly competitive market
  • Diversified generalist vs sector specialist approach to investing
13:45 - 14:45

Workshop B | Merger & acquisitions: working towards integration

2019 marked another banner year for private equity real estate in terms of merger and acquisitions as the industry witnessed several historic entity level deals.  This session will address the real challenges and pain points that often accompany M&A deals.

Afternoon plenary session
15:30 - 15:45

Networking coffee break

15:45 - 16:30

Panel | State of the industry: what's trending in alternative fund structures

Join us for an in-depth look at real estate funds and discover the latest trends impacting the industry.  Learn what type of fund structures are currently in and out of favor.  Understand the increasing complexity and nuances of new fund structures as well as what you need to know regarding SEC regulations.

  • Are firms simply chasing yields or undergoing a fundamental shift in strategy?
  • What fund structures offer greater liquidity?
  • Address the need for greater transparency in the midst of increasingly complex fund structures.
  • What has been the industry response to recent developments with ODCE funds?
  • Hear directly from the industry experts using the latest in alternative fund structures including interval funds, hybrid funds, non-traded REITs, etc.
16:30 - 17:15

Panel | Dealmaking: co-investing, joint ventures, and collaborative models

  • How are collaborative models better serving the needs of LPs and other major stakeholders?
  • Are GP’s still putting skin in the game when entering a co-investment opportunity? Is this a deterrent for investors?
  • Growing prevalence of non-fund structures
  • What kind of financial reporting and frequency is expected from investors?
  • What are the types of fee structures under these new collaborative models?
17:15 - 18:15

Networking cocktail reception and end of day one

Agenda

Day 2 - Thursday 30th

Plenary session
08:00 - 09:05

CFO & COO Think Tank (invitation only)

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

08:00 - 09:05

Registration and networking breakfast

09:05 - 09:10

Chairman’s opening remarks

09:10 - 09:45

SEC update

Conversation with SEC regarding its heightened scrutiny of the private equity industry in recent years and address hot button topics such as its highly controversial plan to open the private market to retail investors.

09:45 - 10:30

Fireside chat

10:30 - 11:15

Panel | Data privacy and cybersecurity update

  • Mitigating risks associated with the new privacy laws (CCPA, GDPR) including fines, litigation, and potential class action suits
  • Discover why certain asset classes are more at risk than others
  • Evaluate the internal controls, third party oversight, and tactics needed for an effective cybersecurity strategy
  • Understand SEC expectations and how to satisfy them.
  • How these new laws are impacting the bottom line?
11:15 - 11:30

Networking break

11:30 - 12:15

Panel | Reporting standards

Hear directly from the leading associations and learn about the hot topics impacting reporting standards.

12:15 - 13:00

Panel | Under pressure investing in ESG

  • Discover how ESG is becoming a numbers game and major concern for CFO’s and COO’s?
  • Hear best practices from firms with robust ESG policies
  • Learn about the performance metrics and standards used to evaluate ESG
  • Can ESG result in enhanced income and returns?
13:00 - 14:00

Networking luncheon & end of conference

2019 speakers

Interested in speaking at the 2020 Forum? Please contact Kwame Campbell at 646-356-4520 kwame.c@peimedia.com

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 is PERE’s senior reporter in North America. His coverage focuses on institutional investors in the US and Canada. He has reported on real estate since 2017.

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

Senior Managing Director, State Street Global Services and Global Head of Product Management for Private Equity & Real Estate Fund Services, State Street

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

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

Chief Executive Officer, NAREIM

NAREIM is an industry association focused on the business of real estate investment management. Zoe Hughes is CEO and President. Founded in 1990, NAREIM is an independent, non-profit organization helping managers define best practices for growing and… 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
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2020 Advisory Board

Nilesh Bubna

Founding Partner, CFO and Portfolio Manager, Longpoint Realty Partners

John Caruso

Managing Director and Head of Finance, Americas, Nuveen

Wissam Francis

EVP & Chief Financial Officer, Tricon Capital Group Inc

Jeff Jerden

Chief Operating Officer, Veritas Investments

Lauren Young

Partner, PCCP, LLC

2020 sponsors

For exclusive sponsorship packages for 2020, contact Cristiana Crocco at 646-921-0923 or  cristiana.c@peimedia.com.

Event venue & hotel accommodations

Click here to reserve hotel accommodations in our room block at the Benjamin Hotel. Rooms are limited and are on a first-come-first-served basis; early booking is strongly advised.

Guests can also make reservations by contacting the reservations line at 866-222-2365 and identifying themselves as part of the PERE CFOs Room Block.

EVENT VENUE: CONVENE

730 THIRD AVE, NEW YORK, NY 10017

HOTEL BLOCK: BENJAMIN HOTEL

125 E 50TH ST, NEW YORK, NY 10022