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Strategic Real Estate Investment Conference Agenda

Registration opens at 7:30 am

Continental breakfast: 8:00 – 8:45 am

Opening Remarks: 8:50 – 8:55 am

CEO Panel: 8:55 – 9:40 am
Jonathan A. Schein
Practice Leader, National Real Estate Investor

Stuart Boesky
CEO,Pembrook Group

Alex Hurst
Founder, Palatine Capital Partners

Michael Katz
CO-CEO, Sterling American Property, Inc

Nicholas Schorsch
CEO, American Realty Capital

Arthur Mirante II
Principal and Tri-State President, Avison Young

Family Office Panel: 9:50 – 10:45 am
Dan Daniels
Partner, Wiggin and Dana’s Private Client Services Department

Preston Tsao
Sole Management Member, Metcircle Networking LLC

Alex Hurst
Founder, Palatine Capital Partners

Paul Comstock
Chairman, Paul Comstock Partners

Angelo J. Robles
Founder & CEO, Family Office Association

Networking Break: 10:45-11:05

View of the Economy: 11:10 am – 12:00 noon
Mike J. Acton
Managing Director, AEW Research, AEW Capital Management, L.P.

David J. Lynn PH.D.
Managing Director, Head of Investment Strategy and Research, Clarion Partners

Gunnar Branson
President & CEO, National Association of Real Estate Investment Managers

Lunch: 12:00 noon – 1:45 pm

Wealth Transfer Strategies for Commercial Real Estate: 1:50 – 2:35 pm
Doug Moore
Managing Director, U.S. Trust Bank of America

David Sullivan
Director, Institutional Real Estate Fund Marketing

Gregory Sullivan
Managing Director, Empire Valuation Consultants LLC

Financial Advisors View on Real Estate Asset Management: 2:35 – 3:25 pm
David A. Geracioti
Editor-In-Chief, Rep.,

W. Bradford McMillan
CFA,® CAIA, MAI Chief Investment Officer
Commonwealth Financial Network

Jordan Heller
President, Heller Wealth Advisors, LLC

David H. Schwartz
CFP - Chairman and Chief Executive Officer
FCE Group Inc.

Steve Gallo
Partner, U.S. Financial Services

Jacob Frydman
CEO, United Realty Partners

Networking Break: 3:25 – 3:40 pm

Alternative Investments Panel: 3:45 – 4:35 pm
Jonathan A. Schein
Practice Leader, NREI

Heather Goldman
Managing Director, Brookfield Investment Management

Douglas Lawrence
Principal, 5 Stone Green Street Capital

Nevin Sanli
Founder & Managing Director
Astrum Investment Management

Jonathan B. Schultz
Co-founder, Onyx Capital Partners

Peter C. Lewis
Founder, Chairman & President, Wharton Equity

Charles Schoenherr
Chief Investment Officer, Broadway Partners

Networking Cocktail Reception: 4:35 – 6:00 pm

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