Conference cancelled

PEI Media has been working with our teams, clients and suppliers to monitor the impact of the Novel Coronavirus (COVID-19) outbreak. As part of this review, we have made the very difficult decision to cancel the PERE CFOs & CFOs Forum, scheduled to take place October 19-20 at the Convene, 730 Third Avenue.

We apologize for any inconvenience caused, but as always, the safety and health of our participants, community and staff are our priority and we feel this is the best option. If you have any questions, please contact regny@peimedia.com

To view our terms and conditions, click here.

PERE CFOs & COOs is a premier event that brings together CFOs, COOs, CCOs, tax and accounting officers, controllers, treasurers, and other major stakeholders within the real estate investment community for a comprehensive look at the latest in fundraising, accounting, best practices, compliance, and technology, in addition to addressing the most pressing issues and hot button topics impacting the industry.

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.

Discussion topics:

  • Geopolitical and macroeconomic factors impacting the real estate industry
  • Cross-border investments: building globally by thinking locally
  • State of the industry: what’s trending in alternative fund structures
  • Navigating and finding opportunities in the middle market
  • Merger & acquisitions: working towards integration
  • Data privacy and cybersecurity update
  • Under pressure investing in ESG
  • SEC update
  • The meteoric rise of debt funds and direct lending

Keynote speaker

Reisa Bryan
Global Chief Operating Officer, Nuveen Real Estate

Reisa is a Global Chief Operating Officer for Nuveen Real Estate. Located in the firm’s Charlotte, North Carolina office, she leads investment governance and operations, supports the planning, coordination and execution of U.S. business process and initiatives. Reisa is a member of the Global Executive Leadership and the Americas Executive Leadership teams and also serves as the chief of staff to the head of Nuveen Real Estate, Americas and is the central point of contact for senior leaders.

Download the PERE CFOs & COOs Forum brochure

 

 

2020 brochure available for download! Download to view:

– Speakers

– Advisory board

– Agenda highlights

– Past event attendees

and more!

Featured sessions

Keynote Fireside Chat

Reisa Bryan, Global Chief Operating Officer, Nuveen

Keynote panel | CFOs & COOs: The Agents of Change

Angelo Gordon, Dune Real Estate Partners, Harrison Street, Invesco Real Estate and Private Markets, and Thor Equities

Special Presentation “Geopolitical and macroeconomic factors impacting the real estate industry”

Spencer Levy, Chairman, Americas Research & Senior Economic Advisor, CBRE

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

Day 1 Day 2
View agenda page

Agenda

Day 1 - Monday 19th

Plenary session
07:45 - 09:00

Women's leadership breakfast

08:00 - 09:00

Registration and breakfast

09:00 - 09:10

PEI welcome & chairman’s introduction

09:10 - 10:00

Keynote panel | CFOs & COOs: The agents of change

Darren Berk, Melissa Gliatta, Stephen Gordon, Mark Maduras, Beth Zayicek

In a market where financial oversight and operational efficiency matter most, CFOs and COOs today are important agents of change within their organizations, spearheading strategic initiatives, driving innovation, and protecting the firm’s assets and employees.  Hear from these dynamic leaders and learn what they are doing to overcome challenges, navigate obstacles, and unlock opportunities during turbulent times.

  • What are your top priorities during an economic downturn?
  • Where are you allocating your time and resources given current market conditions?
  • How imperative is it for CFO’s and COO’s to assume a leadership role both strategically and tactically?
  • What safeguards were in place prior to the downturn? Are they working?  What would you change?
  • What have been the biggest challenges in terms of financial oversight and operational efficiency?
  • How is your firm responding to LPs and other major stakeholders?

Panelists:

Darren Berk, Chief Financial Officer, Dune Real Estate Partners LP
Melissa Gliatta,
Chief Operating Officer, Thor Equities
Stephen Gordon, Chief Financial Officer & General Counsel, Harrison Street Real Estate Capital
Mark Maduras, Chief Operating Officer and Chief Financial Officer, Angelo Gordon
Beth Zayicek, Chief Operating Officer, Invesco Real Estate & Private Markets

 

 

A speaker photo for Darren Berk

Darren Berk

Chief Financial Officer. Dune Real Estate Partners LP

Read bio
A speaker photo for Melissa Gliatta

Melissa Gliatta

COO, Thor Equities, LLC

Read bio
A speaker photo for Stephen Gordon

Stephen Gordon

General Counsel and Chief Financial Officer, Harrison Street

Read bio
A speaker photo for Mark Maduras

Mark Maduras

Chief Operating Officer & Chief Financial Officer, Real Estate & Private Equity, Angelo Gordon

Read bio
A speaker photo for Beth Zayicek

Beth Zayicek

Chief Operating Officer, Invesco Real Estate & Private Markets

Read bio
10:00 - 10:45

Special presentation | Geopolitical, macroeconomic, and black swan events

Spencer Levy

Hear from leading economist Spencer Levy who will discuss the catastrophic and unprecedented impact of COV-19 and related events on the real estate industry and world economy.

Panelists:
Spencer Levy,Chairman, Americas Research & Senior Economic Advisor, CBRE

A speaker photo for Spencer Levy

Spencer Levy

Chairman, Americas Research & Senior Economic Advisor, CBRE

Read bio
10:45 - 11:00

Networking coffee break

11:00 - 11:45

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

Dino Christoforakis, Wissam Francis, Matthew Scholl
  • Understand the unique set of financial and operational challenges
  • Address the challenge of finding talent, building the right team, and managing operations on a global scale
  • Navigating complex tax structures and cross-border regulations
  • Why CFIUS and other government measures might be an issue?
  • The need for local expertise and finding the right strategic partners
  • Discussion about operational due diligence, investor expectations, and reporting

Panelists:

Daniel Abramoff, Director of Tax, PGIM Real Estate
Dino Christoforakis,
Head of Transactions, North America, AFIAA
Wissam Francis, 
EVP and Chief Financial Officer, Tricon Capital
Matthew Scholl, Executive Director, Union Investment

A speaker photo for Dino Christoforakis

Dino Christoforakis

Head of Transactions, North America, AFIAA

Read bio
A speaker photo for Wissam Francis

Wissam Francis

EVP & Chief Financial Officer, Tricon Capital Group Inc

Read bio
A speaker photo for Matthew Scholl

Matthew Scholl

Executive Director, Head of Investment Management Americas, Union Investments

Read bio
11:45 - 12:30

Panel | Re-thinking real estate debt funds and direct lending

Raphael Fishbach, Leigh Roumila
  • How are you dealing with the downside? Late-cycle market, lack of covenants, interest rates, etc.
  • How is a debt platform operationally different? Avoiding conflicts of interest
  • What are the risks and rewards associated with a debt strategy?
  • Why are more and more lenders entering riskier territory?
  • How much will bankruptcies and defaults impact your current business model

Panelists:

Raphael Fishbach, Managing Director, Mesa West Capital
Joseph Iacono, Chief Executive Officer and Managing Partner, Crescit Capital Strategies
Leigh Roumila, Chief Operating Officer, Managing Director, Basis Investment Group

 

A speaker photo for Raphael Fishbach

Raphael Fishbach

Principal, Mesa West

Read bio
A speaker photo for Leigh	 Roumila

Leigh Roumila

Chief Operating Officer, Agency Multifamily Finance and Managing Director, Basis Investment Group

Read bio
12:30 - 13:45

Networking lunch

Workshops
13:45 - 14:30

Workshop A | Standing out in a crowded middle market and carving a niche with investors

Nilesh Bubna, Mitch Melfi
  • How are market uncertainty, widespread consolidation, and heightened competition impacting the middle market?
  • What are firms doing to differentiate themselves and attract investors?
  • How firms are repositioning themselves to sustain operations, better source deals, and increase operational efficiency?
  • Understand why niche investment strategies are growing in popularity? What are the risks and rewards?

Panelists:
Nilesh Bubna
, Chief Financial Officer, Longpoint Realty
Mitch Melfi, Chief Financial Officer, Drake Real Estate Partners

 

 

A speaker photo for Nilesh Bubna

Nilesh Bubna

Founding Partner, CFO and Portfolio Manager, Longpoint Realty Partners

Read bio
A speaker photo for Mitch Melfi

Mitch Melfi

Chief Financial Officer, Drake Real Estate Partners

Read bio
13:45 - 14:30

Workshop B | Dealmaking: Co-Investing, joint ventures, and collaborative models

Patrick Connell
  • Are LPs, GPs, family offices, and other major stakeholders more likely to pursue collaborative models better given current market conditions?
  • What are the benefits and deterrents for investors?
  • Examine the 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?

 

Facilitator:
Patrick  Connell
, L&L Holdings, Managing Director & Head of Capital Raising

 

A speaker photo for Patrick  Connell

Patrick Connell

Managing Director & Head of Capital Raising, L & L Holding Company, LLC

Read bio
Afternoon plenary session
14:30 - 14:45

Networking coffee break

14:45 - 15:30

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

Kate Davis, Hans DeWitte, Anthony Ross, Jeff Taylor

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.

  • Hear directly from the industry experts using the latest in alternative fund structures including interval funds, hybrid funds, hedge funds, non-traded REITs, etc.
  • 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 including ODCE funds?

 

Panelists:
Kate Davis, 
President, Broadstone
Hans DeWitte, Chief Financial Officer, Prospect Bridge
Anthony Ross, Managing Director, State Street
Jeff Taylor, Chief Operations Officer, Black Creek Group

A speaker photo for Kate Davis

Kate Davis

President & Portfolio Manager, Broadstone Real Estate Access Fund

Read bio
A speaker photo for Hans DeWitte

Hans DeWitte

Managing Director and Chief Financial Officer, Prospect Ridge

Read bio
A speaker photo for Anthony Ross

Anthony Ross

Managing Director, State Street Corporation

Read bio
A speaker photo for Jeff Taylor

Jeff Taylor

Managing Director, Chief Operating Officer, Black Creek Group

Read bio
15:30 - 16:15

Panel| Under pressure investing in ESG

Christopher Cayten , Lisa Davis, Lauren Zullo
  • 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?
  • How smaller firms are responding to ESG?
  • When is ESG a dealbreaker for investors?

 

Panelists:

Christopher Cayten, Senior Director, Strategic Growth, LEED AP, CodeGreen Solutions
Lisa Davis, Executive Director and Portfolio Manager, Impact Investing, PGIM Real Estate
Lauren Zullo
, Director of Environmental Impact, Jonathan Rose Companies

A speaker photo for Christopher  Cayten

Christopher Cayten

Senior Director, Strategic Growth, LEED AP, CodeGreen Solutions

Read bio
A speaker photo for Lisa Davis

Lisa Davis

Executive Director and Portfolio Manager, Impact Investing, PGIM Real Estate

Read bio
A speaker photo for Lauren Zullo

Lauren Zullo

Director, Environmental Impact, Jonathan Rose Companies

Read bio
16:15 - 17:00

Panel| The end of the cycle: Spotlight on distressed and opportunistic real estate

Dave Ray, Lewis Schwartz

As the market continues to be dominated by major upheavals and volatility, distressed and opportunistic real estate has taken center stage.  Likewise, many of the most active players in this category are seasoned veterans of previous market downturns, and, as such, are well positioned to take advantage of market dislocation.

  • Building an event driven strategy, deploying capital, and managing risk during a downturn
  • Review different scenarios including bankruptcy, refinancing, post-restructured equity, and liquidations
  • Avoiding financial and operational pitfalls
  • Where is capital being deployed and why?
  • What role does a track record and expertise play in distinguishing firms
  • What is the CFO and COO role in keeping operations nimble in order to evaluate opportunities, perform due diligence, and execute deals?

Panelists:

Dave Ray, Chief Operating Officer & General Counsel, Stabilis Capital Management
Lewis Schwartz, Chief Operating Officer, Contrarian Capital Management

A speaker photo for Dave Ray

Dave Ray

Chief Operating Officer & General Counsel, Stabilis Capital Management

Read bio
A speaker photo for Lewis Schwartz

Lewis Schwartz

Chief Operating Officer, Contrarian Capital Management

Read bio
17:00 - 18:00

Networking cocktail reception and end of day one

Agenda

Day 2 - Tuesday 20th

Plenary session
07:45 - 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.

08:00 - 09:05

Registration and networking breakfast

09:05 - 09:10

Chairman’s opening remarks

09:10 - 09:45

SEC update: Bold moves and sweeping changes in the industry

Conversation with the SEC regarding its heightened scrutiny of the private equity industry in recent years, address hot button topics, and its response to COVID-19.

 

 

 

09:45 - 10:25

Fireside Chat with Reisa Bryan, Global Chief Operating Officer, Nuveen Real Estate

Reisa Bryan, Evelyn Lee

Reisa Bryan, Global Chief Operating Officer, Nuveen Real Estate

Interviewed by: Evelyn Lee, Senior Reporter, PERE

A speaker photo for Reisa Bryan

Reisa Bryan

Managing Director, Global Chief Operating Officer, Nuveen Real Estate

Read bio
A speaker photo for Evelyn Lee

Evelyn Lee

News Editor, PERE

Read bio
10:25 - 11:05

Workshop A | Data privacy and cybersecurity: Is your firm at risk?

  • 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?
10:25 - 11:05

Workshop B | Leveraging technology and building an optimal data strategy

Join us for a candid conversation with leading private equity and technology firms about the increased demand for data, reporting, and transparency.

  • Understand the labyrinth of barriers firms face when trying to meet the data challenge
  • Gain actionable insights into portfolio performance, research, and reporting
  • Examine the shift towards data-based decisions
  • Discover how firms are using technology to streamline processes and maximize operational efficiencies.
  • Opportunity to hear directly from firms using the latest in technology
11:05 - 11:45

Panel | Global reporting standards: The growing need for transparency and comparability

Neal Armstrong, John Caruso

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

  • What are the latest NCREIF PREA reporting standards?
  • What are investor expectations in the current market, and how has this affected the investor reporting process?
  • What degree of transparency are institutional investors looking for, and how do you manage those demands?
  • How quickly is your firm able to respond to LP data requests? Are on-demand capabilities needed?

Panelists:

Neal Armstrong, Director, BNY Mellon 
John Caurso,
 Managing Director & Head of Finance, Americas, Nuveen

A speaker photo for Neal Armstrong

Neal Armstrong

Director, BNY Mellon

Read bio
A speaker photo for John Caruso

John Caruso

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

Read bio
11:45 - 12:45

Networking luncheon & end of conference

2020 speakers

Daniel Abramoff

Director of Tax, PGIM Real Estate

Daniel Abramoff is the director of Tax at PGIM, Inc. Based in Newark, New Jersey, Daniel is responsible for the oversight and strategy in delivery of essential fund tax services across PGIM, Inc., including its real estate business, PGIM Real Estate.… Read full bio

Neal Armstrong

Director, BNY Mellon

Neal Armstrong is a Director in the North American real estate fund administration group within Alternative Investment Services. His responsibilities include relationship management serving a number of real estate clients, accounting technical suppor… Read full bio

Darren Berk

Chief Financial Officer. Dune Real Estate Partners LP

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

Reisa Bryan

Managing Director, Global Chief Operating Officer, Nuveen Real Estate

Reisa is a Global Chief Operating Officer for Nuveen Real Estate. Located in the firm’s Charlotte, North Carolina office, she leads investment governance and operations, supports the planning, coordination and execution of U.S. business process and i… Read full bio

Nilesh Bubna

Founding Partner, CFO and Portfolio Manager, Longpoint Realty Partners

Nilesh K. Bubna is a founding partner and chief financial officer of Longpoint Realty Partners. Mr. Bubna has 20 years of commercial real estate and consulting industry experience in portfolio management, debt structuring, and operations. He oversees… 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. Eva has 25 year… Read full bio

John Caruso

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

John is managing director and head of finance, Americas for Nuveen Real Estate. He is responsible for all financial activities of the business including corporate finance, fund finance and accounting, investor reporting, operational and financial pla… Read full bio

Christopher Cayten

Senior Director, Strategic Growth, LEED AP, CodeGreen Solutions

Mr. Cayten has more than 20 years of experience in sustainability consulting, architecture and development in commercial real estate in New York City and overseas. Mr. Cayten works with private and public sector leaders to improve the sustainability… Read full bio

Dino Christoforakis

Head of Transactions, North America, AFIAA

Dino Christoforakis brings over 14 years of experience in international real estate investment and development in the United States and Europe across all asset classes and strategies. In his current role with AFIAA in New York City, Dino is responsib… Read full bio

Patrick Connell

Managing Director & Head of Capital Raising, L & L Holding Company, LLC

Patrick Connell is a Managing Director and Head of Capital Raising at L&L Holding Company, LLC. Prior to joining L&L, Mr. Connell was a Principal at Riverstone Holdings LLC where he focused on raising capital for numerous private equity and c… Read full bio

Kate Davis

President & Portfolio Manager, Broadstone Real Estate Access Fund

Kate Davis joined Broadstone as a member of the Executive Team in September, 2017, with over 15 years of experience in real estate and finance. As President & Portfolio Manager of Broadstone Real Estate Access Fund, a 1940 Act closed-end interval… Read full bio

Lisa Davis

Executive Director and Portfolio Manager, Impact Investing, PGIM Real Estate

Lisa Davis is an executive director at PGIM Real Estate and portfolio manager of Impact Investing. Based in New York City, Lisa is responsible for developing and leading PGIM Real Estate’s Impact Investing Strategy. Most recently, Lisa was director o… Read full bio

Hans DeWitte

Managing Director and Chief Financial Officer, Prospect Ridge

Hans DeWitte is a Managing Director of Prospect Ridge where he serves as Chief Financial Officer (CFO). Prior to the formation of Prospect Ridge, Mr. DeWitte spent four years in the AllianceBernstein (AB) Real Estate Investments group, where he built… Read full bio

Raphael Fishbach

Principal, Mesa West

Mr. Fishbach is a Principal of the originations team at Mesa West and heads the East Coast origination platform. Prior to joining Mesa West in 2010, Mr. Fishbach spent three years at Ramius LLC, an $8 billion asset management firm based in New York C… Read full bio

Wissam Francis

EVP & Chief Financial Officer, Tricon Capital Group Inc

Wissam Francis oversees all aspects of Tricon’s financial management including financial reporting and analysis, treasury, capital market strategies, investor relations, information technology, internal audit and tax functions. Mr. Francis has extens… Read full bio

Melissa Gliatta

COO, Thor Equities, LLC

Melissa Gliatta is Chief Operating Officer of Thor Equities. Ms. Gliatta works closely with Thor Equities Chairman & CEO Joseph Sitt to expand the company’s business activities. Her responsibilities include overseeing asset management, leasing, h… Read full bio

Stephen Gordon

General Counsel and Chief Financial Officer, Harrison Street

Mr. Gordon has been associated with Harrison Street since its inception in 2005 and currently serves as the Firm’s CFO and General Counsel. Mr. Gordon also serves on its Investment Committees and on its Executive Committee. Additionally, Mr. Gordon a… Read full bio

Arshiya Khullar

Senior Reporter, PERE

Arshiya Khullar is a senior reporter for PERE. Based in New York, Arshiya covers news and trends in the private real estate markets across the Americas. Arshiya moved to the US in 2019, after spending five years leading PERE’s Asia-Pacific news cover… 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

Spencer Levy

Chairman, Americas Research & Senior Economic Advisor, CBRE

Spencer Levy is the Chairman of Americas Research and Senior Economic Advisor for CBRE, the largest commercial real estate firm in the world. Spencer is the chief spokesman on real estate matters for CBRE in the Americas. He is regularly quoted in ma… Read full bio

Mark Maduras

Chief Operating Officer & Chief Financial Officer, Real Estate & Private Equity, Angelo Gordon

Mark Maduras joined Angelo Gordon in 2001 and is the Chief Operating Officer and Chief Financial Officer for real estate and private equity at the firm. He manages a team that provides dedicated finance support to Angelo Gordon’s real estate teams in… Read full bio

Mitch Melfi

Chief Financial Officer, Drake Real Estate Partners

Mitch Melfi joined Drake Real Estate Partners (“Drake”) in 2015 and is Drake’s Chief Financial Officer. Mitch serves an integral role in leading the global operations of the Firm, primarily overseeing Drake’s financial and administrative operations,… Read full bio

Christopher Mulligan

Senior Special Counsel, US Securities and Exchange Commission

Christopher Mulligan is a Senior Special Counsel and Co-Coordinator of the Private Funds Specialized Working Group at the SEC where he advises exam staff on investment adviser issues, drafts risk alerts and develops exam initiatives and priorities re… Read full bio

Dave Ray

Chief Operating Officer & General Counsel, Stabilis Capital Management

Mr. Ray is the General Counsel and Chief Compliance Officer of Stabilis Capital Management and oversees all legal and compliance matters for Stabilis. Mr. Ray was previously the General Counsel of White Oak Global Advisors, LLC, a private debt-focuse… Read full bio

Anthony Ross

Managing Director, State Street Corporation

Anthony Ross, CPA is a Managing Director with State Street Global Services and Head of Real Estate Product Management. He is responsible for driving growth for State Street’s Real Estate Fund Administration platform and providing clients with operati… Read full bio

Leigh Roumila

Chief Operating Officer, Agency Multifamily Finance and Managing Director, Basis Investment Group

Leigh Roumila joined Basis in 2010 and is a member of the firm’s senior management team. As head of the Securitization and Asset Management Groups, Leigh manages Basis contribution to CMBS securitizations and the purchase and sale of CMBS B-Pieces. S… Read full bio

Matthew Scholl

Executive Director, Head of Investment Management Americas, Union Investments

Matthew Scholl serves as Union Investment Real Estate's Executive Director, Head of Investment Management in the Americas. Mr. Scholl is responsible for strategic development of the real estate portfolio in the Americas, based in Union Investment's N… Read full bio

Lewis Schwartz

Chief Operating Officer, Contrarian Capital Management

Mr. Schwartz joined Contrarian in 2015 as Chief Operating Officer. Prior to joining Contrarian, Mr. Schwartz served as Chief Financial Officer for Strategic Value Partners, LLC, a distressed and deep-value investment firm with approximately $5 billio… Read full bio

Scott Tavolacci

Northeast Director of Sales, Global Solutions Yardi

Scott has over 30 years of experience working in the real estate software technology field and has worked with 100’s of real estate companies select and deploy software technology. He started in financial and real estate technology consulting with th… Read full bio

Jeff Taylor

Managing Director, Chief Operating Officer, Black Creek Group

Jeff Taylor joined Black Creek Group in 2003, serving in various management capacities. He has served as Chief Operating Officer since January 2017. Mr. Taylor's background includes investment management, risk management, product management, operatin… Read full bio

Beth Zayicek

Chief Operating Officer, Invesco Real Estate & Private Markets

Beth Zayicek is a Managing Director and the Chief Operating Officer (COO) of Invesco Real Estate (IRE) and Invesco Private Markets. As COO, Ms. Zayicek is responsible for overseeing the day-to-day operation of IRE's global real estate and private mar… Read full bio

Lauren Zullo

Director, Environmental Impact, Jonathan Rose Companies

As Director of Environmental Impact, Lauren Zullo is responsible for leading environmental and healthy building initiatives across the portfolio. Working closely with our Asset Management, Development, and Construction practices, she identifies and i… Read full bio
View all speakers

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

Melissa Gliatta

Chief Operating Officer, Thor Equities Group

Zoe Hughes

Chief Executive Officer, NAREIM

Jeff Jerden

Chief Operating Officer, Veritas Investments

Kristin Renaudin

Chief Financial Officer, Stockbridge

Cyndy Silverthorn

Managing Director, Crow Holdings Capital 

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

EVENT VENUE: CONVENE

730 THIRD AVE, NEW YORK, NY 10017

HOTEL BLOCK: BENJAMIN HOTEL

125 E 50TH ST, NEW YORK, NY 10022

CPE credits available

 

Bolster your career with Continuing Professional Education credits. PEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.