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Commercial Real Estate/High Net Worth Investment Conference

Thursday, June 27, 2013 • New York , NY

Past Event:

Designed to bring together investment professionals and wealth advisors to explore topics including family office real estate, financial advisors’ views on real estate, wealth transfer strategies and alternative investments. At the same time, the conference offers a forum for commercial real estate professionals to meet this important source of capital.

Agenda for Conference

7:30 – 8:40 Registration - Breakfast/Networking
8:40 Welcome Remarks 
8:45 Keynote
8:55 – 9:55 CEO Panel
9:55 – 10:55 One-On-One with Family Office Industry Leader, David A. Cohen, CEO/CIO KAM, Unlocking the Key to Family Office and Commercial Real Estate
Networking Break: 10:55-11:10
11:10 – 12:10   Non-Traditional Commercial Real Estate Investing
Lunch: 12:10 – 1:45 Keynote Speaker: Dr. Raymond Torto, CBRE Chief Global Economist
1:45 – 2:45     Commercial Real Estate Liquidity & Your Options
2:45 – 3:30 Transferring Real Estate In a Tax Efficient Manner
Networking Break: 3:30 – 3:45
3:45 – 4:35      Building Wealth Through  Effective, and Tax-Efficient Use of Real Estate & Tax Credit/Deduction Strategies
Networking Cocktail Party: 4:35 – 6:00  
Building Sponsor:
Corporate Sponsors  

Keynote speaker

Look Who’s Speaking:

Lunchtime Keynote Speaker:
Dr. Raymond G. Torto,
CBRE Global Chief Economist will discuss the economic trends affecting strategic real estate investors.
David A. Cohen,
CEO and Chief Investment Officer of Karlin Asset Management (KAM), based in Los Angeles, will participate in a special one-on-one family office panel with publisher Rich Santos.


Ron Beit CEO RBH Group
Nicholas C. Bienstock Managing Partner Savanna
David A. Cohen CEO/CIO Karlin Asset Management (KAM)
Linda L. Dietrick Managing Partner Dietrick Group
Michael Episcope Principal Origin Capital Partners
Patrick Hagen Business Development Director The Entrust Group
Robert Knakal Chairman & Founding Partner Massey Knakal
David Lichtenstein Chairman & CEO Lightstone Group
Leslie Lundin Managing Partner and Co-founder

LBG Real Estate Companies

David Lynn EVP Chief Investment Strategist Cole Real Estate Investments
Don MacKinnon Chief Operating Officer ARC Realty Finance Trust
Matthew May Principal May Realty Advisors
Doug Moore Managing Director

U.S. Trust Bank of America

Ricky Novak CEO The Strategic Group of Companies
David Robinov Managing Director of Investment Sales Ackman-Ziff
Rosario F. Saglimbeni Director of Acquisitions & Investments Properties Schneider & Schneider, Inc.
Rich Santos Group Publisher, Trusts and Estates
Jonathan A. Schein Practice Leader National Real Estate Investor
Jonathan B. Schultz Managing Principal Onyx Equities, LLC.
Scott Singer President Singer & Bassuk Organization
Dr. Raymond Torto Chief Global Economist CBRE


Location Details

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Vornado Realty Trust
666 Fifth Avenue
New York , New York 10019
United States

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Event Contact A. Schein,
Practice Leader

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