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
CBRE
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., WealthManagement.com
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