Presentations
| Session | Contact |
|---|---|
| Tax Minimization Workshop for Multifamily Owners | Michael D'Onofrio mdonofrio@engineeredtaxservices.com (561) 762-0044 |
| Southeast Multifamily Market Outlook Presentation | John Leonard john.leonard@marcusmillichap.com |
Webcast Recordings
(There are multiple sessions in each recording)
| Webcast / Recording | Time (ET) | Session |
|---|---|---|
| Recording 1 | 8:20 AM | Tax Minimization Workshop for Multifamily Owners |
| Recording 1 | 8:50 AM | Opening Remarks |
| Recording 1 | 9:00 AM | Southeast Multifamily Market Outlook Presentation |
| Recording 1 | 9:40 AM | Equity Investment & Debt Capital for Multifamily Deals in the Southeast |
| Recording 1 | 10:30 AM | The Challenges & Opportunities in Developing New Units in Today's Market |
| Recording 2 | 11:45 AM | Apartment Property Operations & Technology |
| Recording 2 | 12:35 PM | Acquisitions, Dispositions & Investment Management of Existing Properties |
| Recording 3 | 1:50 PM | Keynote with Lili Dunn, CEO of Bell Partners & Hessam Nadji, CEO of Marcus & Millichap |
| Recording 3 | 2:30 PM | Market Leaders Discuss the Multifamily Industry Outlook |
Live Q&A
(Each recording contains multiple sessions – jump ahead to view)
Detailed Agenda
Wednesday, March 22
5:00 – 7:00 PM ET
Welcome Reception (Invite-Only)
Hosted by:
Thursday, March 23
8:00 – 9:00 AM ET
Arrival and Breakfast
Hosted by:
8:20 – 8:50 AM ET
Multifamily Operator, Investor, Developer Tax Minimization Workshop
Michael D’Onofrio
Managing Director
Engineered Tax Services
8:50 – 9:00 AM ET
Opening Remarks
John M. Leonard
FVP & Regional Manager
Marcus & Millichap
9:00 – 9:35 AM ET
Southeast Multifamily Market Data & Economic Outlook Presentation
John S. Sebree
SVP & National Director
Multifamily
Marcus & Millichap
9:40 – 10:25 AM ET
Equity Investment & Debt Finance for Multifamily Deals in the Southeast
Ashley Casaday
Executive Managing Director
Capital Markets
RangeWater
Ronald Muzii
Managing Director
Canyon Partners
Ron Wallach
Principal
Ares Management
Stephen Wetherill
Director – Acquisitions
LEM Capital
Marc Sznajderman
SVP & Head of Production
Eastern Region
Marcus & Millichap
Moderator
10:30 – 11:15 AM ET
Southeast Development, Construction & Design Trends Panel
Jay Curran
President – Multifamily
Crescent Communities
Morris Kaplan
President
Kaplan Residential
Harvey Wadsworth
Managing Director
Portman Residential
Jenny Williams
Associate Principal
Cooper Carry
Timothy Zwerner
Partner
Burr & Forman
Moderator
11:15 – 11:45 AM ET
Networking Break
11:45 – 12:05 PM ET
Solving Homelessness Through For-Profit Rental Programs
Bill Green
Principal
Ginkgo Residential
Philip Payne
Chairman
Gingko REIT
Co-Founder
Lotus Campaign
12:10 PM – 12:50 PM ET
Southeast Emerging Sub-Markets & Value Add Opportunities
Brett Duke
Chief Operating Officer
Atlantic Pacific Companies
Jeff Ehrlich
Vice President
Olive Tree Holdings
Tristan Last
Managing Director
Arch Companies
Andrew Schwarz
Founder & CEO
Audubon Communities
Norman Praet
Managing Partner
Brownlee Whitlow & Praet
Moderator
12:55 – 1:35 PM ET
Apartment Property Operations & Technology
Alan King
Head of Property Management
Berkshire Residential
Tim Reardon
Chief Operating Officer
Bridge Property Management
Roman Stephens
SVP – Operations
Northland
Jackie Ware
Chief Strategy Officer
Pegasus Residential
Bob Lane
Managing Director
Risk Solutions
Brown & Brown
Moderator
1:35 – 2:00 PM ET
Networking Lunch
2:00 – 2:45 PM ET
Keynote: Steven Shores, Chief Executive Officer, RangeWater
Steven Shores
Chief Executive Officer
RangeWater
Keynote
John S. Sebree
SVP & National Director
Multifamily
Marcus & Millichap
Interviewer
2:45 – 3:30 PM ET
National & Regional Multifamily Macro Trends Impacting the Southeast
Jennifer Crosby
President & CEO
Crosby Design Group
Daniel Eller
President & CEO
Eller Capital Partners
Litt Glover Jr.
Chief Executive Officer
Batson-Cook Development
Lisa Hurd
Chief Investment Officer
Radco
Jim Lott
Managing Director
Development
Waypoint Residential
John M. Leonard
FVP & Regional Manager
Atlanta
Marcus & Millichap
Moderator
3:30 – 4:00 PM ET
Networking Reception
Schedule of Exclusive Sessions
Closed Door Roundtables & Exclusive Networking Opportunities:
GreenPearl organizes a series of exclusive invite-only roundtables and structured networking sessions. Scheduled for this event thus far are the following. Contact Samantha Williams at sam@greenpearlevents.com if you’d like to join one of these.
9:00 – 10:30 AM ET
Private Roundtable for Multifamily Operators (Invite-Only)
11:45 AM – 1:15 PM ET
Private Roundtable for Multifamily Developers (Invite-Only)
Detailed Agenda
Wednesday, March 22
5:00 – 7:00 PM ET
Welcome Reception
Hosted by:
Thursday, March 23
Schedule of Public Sessions
8:00 – 9:00 AM ET
Arrival and Breakfast
Hosted by:
8:20 – 8:50 AM ET
Multifamily Operator, Investor, Developer Tax Minimization Workshop
Presented by:
- Michael D’Onofrio, Managing Director, Engineered Tax Services
8:50 – 9:00 AM ET
Opening Remarks
Presented by:
- John M. Leonard, FVP & Regional Manager, Marcus & Millichap
9:00 – 9:35 AM ET
Southeast Multifamily Market Data & Economic Outlook Presentation
Presented by:
- John S. Sebree, SVP – Multifamily Division, Marcus & Millichap
9:40 – 10:25 AM ET
Equity Investment & Debt Finance for Multifamily Deals in the Southeast
Panelists:
- Ashley Casaday, Executive Managing Director – Capital Markets, RangeWater
- Ronald Muzii, Managing Director, Canyon Partners
- Ron Wallach, Principal, Ares Management
- Stephen Wetherill, Director – Acquisitions, LEM Capital
Moderator:
- Marc Sznajderman, SVP & Head of Production – Eastern Region, Marcus & Millichap
10:30 – 11:15 AM ET
Southeast Development, Construction & Design Trends Panel
Panelists:
- Jay Curran, President – Multifamily, Crescent Communities
- Morris Kaplan, President, Kaplan Residential
- Harvey Wadsworth, Managing Director, Portman Residential
- Jenny Williams, Associate Principal, Cooper Carry
Moderated by:
- Timothy Zwerner, Partner, Burr & Forman
11:15 – 11:45 AM ET
Networking Break
11:45 – 12:05 PM ET
Solving Homelessness Through For-Profit Rental Programs
Presented by:
- Philip Payne, Chairman, Gingko REIT, Co-Founder, Lotus Campaign
- Bill Green, Principal, Ginkgo Residential
12:10 PM – 12:50 PM ET
Southeast Emerging Sub-Markets & Value Add Opportunities
Panelists:
- Brett Duke, Chief Operating Officer, Atlantic Pacific Companies
- Jeff Ehrlich, Vice President, Olive Tree Holdings
- Tristan Last, Managing Director, Arch Companies
- Andrew Schwarz, Founder & CEO, Audubon Communities
Moderated by:
- Norman Praet, Managing Partner, Brownlee Whitlow & Praet
12:55 – 1:35 PM ET
Apartment Property Operations & Technology
Panelists:
- Alan King, Head of Property Management, Berkshire Residential
- Tim Reardon, Chief Operating Officer, Bridge Property Management
- Roman Stephens, SVP – Operations, Northland
- Jackie Ware, Chief Strategy Officer, Pegasus Residential
Moderated by:
- Bob Lane, Managing Director – Risk Solutions, Brown & Brown
1:35 – 2:00 PM ET
Networking Lunch
2:00 – 2:45 PM ET
Keynote: Steven Shores, Chief Executive Officer, RangeWater
Keynote:
- Steven Shores, Chief Executive Officer, RangeWater
Interviewer:
- John S. Sebree, SVP & National Director – Multifamily, Marcus & Millichap
2:50 – 3:30 PM ET
National & Regional Multifamily Macro Trends Impacting the Southeast
Panelist:
- Jennifer Crosby, President & CEO, Crosby Design Group
- Daniel Eller, President & CEO, Eller Capital Partners
- Litt Glover Jr., Chief Executive Officer, Batson-Cook Development
- Lisa Hurd, Chief Investment Officer, Radco
- Jim Lott, Managing Director – Development, Waypoint Residential
Moderator:
- John M. Leonard, FVP & Regional Manager – Atlanta, Marcus & Millichap
3:30 – 4:00 PM ET
Networking Reception
Additional sessions to be announced.
Schedule of Exclusive Sessions
Closed Door Roundtables & Exclusive Networking Opportunities:
GreenPearl organizes a series of exclusive invite-only roundtables and structured networking sessions. Scheduled for this event thus far are the following. Contact Samantha Williams at sam@greenpearlevents.com if you’d like to join one of these.
9:00 – 10:30 AM ET
Private Roundtable for Multifamily Operators (Invite-Only)
This 90-minute private meeting is exclusive to leaders in apartment property operations. This is an invite-only session.
11:45 AM – 1:15 PM ET
Private Roundtable for Multifamily Developers (Invite-Only)
This 90-minute private meeting is exclusive to investors who buy and rehab apartment properties. This is an invite-only session.
Contact us:
Speaking Opportunities
Samantha Williams
Event Director
sam@greenpearlevents.com
Registration
Marissa Monroe
Registration Coordinator
marissa@greenpearlevents.com
Sponsorship
Angela Bright
Head of Partnerships
abright@greenpearlevents.com
Conference Sponsors
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