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The Soho Loft Supports Opal Group: Real Estate Investors Summit West 2016

Sunday, December 4, 2016 at 10:00 AM - Tuesday, December 6, 2016 at 1:00 PM (PST)

The Soho Loft Supports Opal Group: Real Estate...

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Real Estate Investors Summit West 2016

 04 December - 06 December, 2016

Ritz Carlton Resort

Dana Point, CA

To register for this event, click here



Opal Group’s Inaugural Real Estate Investors Summit West will analyze the opportunities in the current real estate market. Our Real Estate event in Miami this past March was a great success, with some of the top industry leaders in attendance. This Real Estate Investors Summit West will focus on the latest developments in the marketplace and explore new deal making strategies.

The event is exclusively for real estate professionals, private investors, family offices, pension funds and other institutional investors. It will provide multiple networking opportunities along with an educational platform.


Agenda current as of November 1, 2016

Sunday, December 04, 2016 

10:00am - 4:00pm

Exhibitor Setup


Registration Opens

6:30pm - 7:30pm

Welcome Cocktail Reception

Sponsored by:

Direct Lending Investments


Monday, December 05, 2016


Continental Breakfast


General Session

8:30am - 8:40am

Opening Remarks

Ricky B. Novak, General Counsel; Real Estate & Tax Advisor, The Strategic Group of Companies

8:40am - 9:40am

Market Update and Forecast


Cory Williams, Senior Vice President, SDI Realty Group


Matthew M. May, President, May Realty Advisors

Talia Zapolanski, CFA, Executive Vice President, Capital Markets, Thor Equities

Daniel Oschin, Chief Operating Officer, Shopoff Realty Investments

9:40am - 10:00am



Investment Styles & Strategies


Robert Grden, Executive Director, Wayne County Employees' Retirement System


Doug O’Donnell, CEO, The O’Donnell Group

Steve Hagenbuckle, Founder, Managing Partner, TerraCap Management, LLC

Kevin Bergman, Managing Member, Olympus Ventures, LLC


Financing Real Estate and Real Estate Development

  • What does the market look like today for financing – availability, rates, terms, is there tightening or are things freeing up?
  • Development Loans
  • CMBS Loans
  • Refinancing
  • Purchase Loans
  • Local Lending vs Regional Bank Lending vs National Bank Lending
  • Structuring ideas for financing real estate & real estate development


Michael Fleischer, Senior Vice President, Related Fund Management


Jason Choloukas, Executive Vice President, Bank of the Ozarks

Eric Kraft, Director, Cantor Commerical Real Estate

Tomer Eblagon, Managing Director, Rosario Capital

Dan Borland, SVP, Wells Fargo

12:00pm - 1:00pm

Investment Opportunities

  • Niche strategies
  • Why the opportunity?
  • Risks
  • Investing in the Cannabis Industry?


Christina Conners, Family Office Executive, Greenway Family Office

1:00pm - 2:15pm

Networking Luncheon

Sponsored by:

Cortland Fund Services

2:15pm - 3:15pm

New & Emerging Funds

  • Strategies
  • Benefits of new and emerging funds
  • Differences between new and emerging funds vs established funds
  • Risk mitigation strategies for new and emerging funds
  • Target investments and reasons
  • Draw backs of new and emerging funds
  • Where does a new and emerging fund fit in an investor’s portfolio?
  • What percentage of assets should an investor consider investing into new and emerging funds?


Adi Divgi, President & CIO, EA Global LLC


Shawn Quinn, Vice President, Wilshire Private Markets

3:15pm - 4:00pm

1031 Exchange

  • Benefits of 1031 Exchanges (slide example if possible showing the tax benefits of re-investing
  • Types of 1031 Exchanges
  • Tenant In Common (TICs)
  • Delaware Statutory Trusts (DSTs)
  • Differences of TICs vs DSTs
  • Benefits of TICs vs DSTs
  • Downside of TICS vs DSTs
  • The role of 1031 intermediaries
  • What type of investments are good for 1031 exchanges & which are not?


Ricky B. Novak, General Counsel; Real Estate & Tax Advisor, The Strategic Group of Companies


Thomas J. Haug, Founder & Managing Member, Aspen Tree, LLC

4:00pm - 5:00pm

Real Estate Private equity

  • What is real estate private equity and how is RE Private Equity vs REITS vs Direct Investing?
  • Investment strategies for RE Private Equity
  • Where does RE Private Equity fit inside an investment portfolio?
  • What fees are associated with RE Private Equity?
  • Types of RE Private Equity opportunities


Sean Deson, Principal, Deson & Co.


David Dlugolenski Jr., Director - Private Equity, The Strategic Group of Companies

Traci J. Dalsin, President, SARA Investment Real Estate

Jay Rollins, Principal, JCR Capital

5:00pm - 6:15pm

Investing with Family Offices

  • What type of investments will family office consider?
  • How is approaching or dealing with a family office different than dealing with an institutional investor or HNW individual?
  • Importance of relationships
  • Time period it takes for a family office to invest with you
  • The importance of education for family offices on your strategy
  • What type of returns do family offices look for?
  • What type of structures do family offices consider?
  • Investing trends in the family office space


Brandon Laughren, Chief Investment Officer, The Laughren Group


Anthony Ritossa, Chairman, RITOSSA Olive Oil & Family Office

Paul Kang, President/CIO, Member of the Investment Committee, AltaCap

DJ Van Keuren, Director – Family Office Capital, Arsenault Family Office

Paul Vogel, President and CEO, Argos Partners, LLC (MFO)

Randy C. Norton, CCIM, REIA, Managing Partner, Head of Real Estate Investments, Green Mesa Capital, LLC

6:15pm - 7:15pm

Cocktail Reception


Tuesday, December 06, 2016


Continental Breakfast

8:30am - 9:00am

Industry 4.0  – Our Next Stage of Opportunity

Keynote Speaker

Keith Kaplan, CEO and Co-Founder, Tesla Foundation


General Session

9:00am - 9:45am

Structuring a deal

  • Structural differences in funds vs co investments vs. direct investments
  • Structural differences between two investors or co investment vs a deal structured with a sponsor
  • What are the different ways to structure a one off deal
  • What to look for in a deal when it is being structured
  • Alignment of interest
  • Fees
  • Promotes
  • Waterfalls
  • Examples of different type of structures for funds  – co investment – public fund – private funds
  • What makes an acceptable structure


David Eyzenberg, Founder & Managing Partner, Eyzenberg & Company


Sandeep Pathak, Managing Director, Ackman-Ziff Real Estate Group, LLC

Daniel Edrei, Managing Director/Partner, Anika Equities, LLC

9:45am - 10:30am

Market Trends for 2017

  • Office
  • Multi-Fam
  • Single-Fam
  • Retail
  • Student housing
  • Apartments
  • Senior housing
  • Industrial
  • Trends differences between primary, secondary and tertiary markets
  • Any new market trends coming up in real estate as to a certain asset type or idea coming from another country?


Justin Palmer, Founder & CEO, Synapse Development Group


Robert Lee, Managing Partner & Principal, SIG Equity Partners, LLC / Harlow Family Office (SFO)

Kay Auer, CFO, WaterWalk Development


Best ways of Investing in Real Estate

  • Direct
  • Fund
  • Fund of Funds


Sasha Bernier, Senior Investment Analyst/Vice-President, Cheltenham Investments (SFO)

Matthew Burk, CEO, Fairway America

Meredith Despins, Senior Vice President, Investment Affairs & Investor Education, National Association of Real Estate Investment Trusts (NAREIT)

Randy Norton, Managing Partner, Head of Real Estate & Alternative Investments, Green Mesa Capital, LLC


Getting Allocations from Pensions & other Institutional Investors

  • What are pensions looking for?
  • How do they determine their investment criteria?
  • What role do the consultants play?
  • What is the process?
  • How family offices make investments?


David McConico, Vice-chairman, Trustee, City of Aurora (CO) General Employees' Retirement Plan


Gregory Brothers, Vice President and Chief Financial Officer, Houston College of Law

Leandro A. Festino, Managing Principal, Meketa Investment Group, Inc.

Michael Sury, Chairman, INDORUS Holdings LLP (SFO)


Conference Concludes








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When & Where

Ritz Carlton
Ritz Carlton Drive
Dana Point, CA 92629

Sunday, December 4, 2016 at 10:00 AM - Tuesday, December 6, 2016 at 1:00 PM (PST)

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The Soho Loft Supports Opal Group: Real Estate Investors Summit West 2016
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