Detailed Agenda

Monday, June 2

5:00 – 7:00 PM
Welcome Reception

Tuesday, June 3

8:00 – 9:00 AM
Arrival and Breakfast

8:20 – 8:50 AM
Multifamily Operator, Investor, Developer Tax Minimization Workshop

Michael D'Onofrio

Michael D’Onofrio
Managing Director
Engineered Tax Services

8:50 – 9:00 AM
Opening Remarks

Tony Solomon

Tony Solomon
SVP & District Manager
Marcus & Millichap

9:00 – 9:35 AM
California Multifamily Market Metrics & Industry Outlook Presentation

Hessam Nadji

Hessam Nadji
Chief Executive Officer
Marcus & Millichap

9:40 – 10:25 AM
Unlocking Capital: Updated Strategies for Raising Equity and Debt for Multifamily Deals

Ash Baraghoush

Ash Baraghoush
Senior Managing Director
TruAmerica Multifamily

Jennifer Halvas

Jennifer Halvas
Managing Director
Investor Relations
Cityview

Tricia Peterson

Tricia Peterson
Managing Partner & COO
Accord Group

Wesley Wilson

Wesley Wilson
CIO & CFO
Avanath Capital Management

John Manning

John P. Manning
SVP & Head of Production
Western Region
Marcus & Millichap
Capital Corporation
Moderator

10:30 – 10:40 AM
Morning Presentation

10:45 – 11:30 AM
Blueprints for Growth: Developing Affordable, Market Rate & Luxury Housing in Southern California

Thomas Lawless

Thomas Lawless
Managing Director
Hines

Ekta Naik

Ekta Naik
SVP – Development
SoLa Impact

Alexa Washburn

Alexa Washburn
Chief Development Officer
National CORE

11:30 AM – 12:00 PM
Networking Break

12:00 – 12:45 PM
Operations 2.0: Leveraging People & Technology to Enhance Apartment Management & Performance

Chris Gray

Chris Gray
President
Moss & Company

Danielle Holloway McCarthy

Danielle Holloway McCarthy
President
Advanced Management Company

Larry Kallestad

Larry Kallestad
Managing Director
Real Estate
Greystar

Jacob Kosior

Jacob Kosior
Vice President
Client Strategy
EliseAI

Rachel Teller

Rachel Teller
Chief Operating Officer
Winstar Properties

12:50 – 1:00 PM
Afternoon Presentation

1:05 – 1:50 PM
Finding Value: Investment Strategies and Acquisitions in the Multifamily Market

Adrian Berger

Adrian Berger
Managing Director
Acquisitions

Cypress Equity Investments

Todd Darling

Todd Darling
Chief Operating Officer
Acacia Capital

Todd Hanson

Todd Hanson
Executive Vice President
American Realty Advisors

Jeff Remillard

Jeff Remillard
Chief Investment Officer
Abacus Capital Group

Tony Solomon

Tony Solomon
SVP & District Manager
Marcus & Millichap
Moderator

1:50 – 2:20 PM
Networking Lunch

2:20 – 3:05 PM
Looking Forward: Key Perspectives from Market Leaders on Navigating a New Multifamily Cycle

Rebecca Clark

Rebecca Clark
Chief Executive Officer
LINC Housing

Ken Lombard

Ken Lombard
President & Chief Executive Officer
Bridge Housing

Nicholas Matus

Nicholas Matus
President & Chief Operating Officer
Benedict Canyon Equities

Carey Heyman

Carey Heyman
Managing Principal
Real Estate
CLA
Moderator

3:05 – 3:45 PM
Keynote Speakers

Hessam Nadji

Hessam Nadji
Chief Executive Officer
Marcus & Millichap
Keynote Speaker

Peter Standley

Peter Standley
VP & Director – Multifamily
Marcus & Millichap
Interviewer

3:50 – 5:00 PM
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.

9:45 – 11:15 AM
Private Roundtable for Multifamily Operators (Invite-Only)

9:45 – 11:15 AM
Private Roundtable for Multifamily Investors (Invite-Only)

12:00 – 1:30 PM
Private Roundtable for Multifamily Developers (Invite-Only)

12:00 – 1:30 PM
Private Roundtable for Multifamily Capital Markets (Invite-Only)

Detailed Agenda

Monday, June 2

5:00 – 7:00 PM

Welcome Reception (separate paid registration required)

Tuesday, June 3

Schedule of Public Sessions

8:00 – 9:00 AM

Arrival and Breakfast

8:20 – 8:50 AM

Multifamily Operator, Investor, Developer Tax Minimization Workshop

Workshop Leader:

  • Michael D’Onofrio, Managing Director, Engineered Tax Services

8:50 – 9:00 AM

Opening Remarks

Presented by:

  • Tony Solomon, SVP & District Manager, Marcus & Millichap

9:00 – 9:35 AM

California Multifamily Market Metrics & Industry Outlook Presentation

Presented by:

  • Hessam Nadji, Chief Executive Officer, Marcus & Millichap

9:40 – 10:25 AM

Unlocking Capital: Updated Strategies for Raising Equity and Debt for Multifamily Deals

Panelists:

  • Ash Baraghoush, Senior Managing Director, TruAmerica Multifamily
  • Jennifer Halvas, Managing Director – Investor Relations, Cityview
  • Tricia Peterson, Managing Partner & COO, Accord Group
  • Wesley Wilson, CIO & CFO, Avanath Capital Management

 

Moderated by:

  • John P. Manning, SVP & Head of Production – Western Region, Marcus & Millichap Capital Corporation

10:30 – 10:40 AM

Morning Presentation

10:45 – 11:30 AM

Blueprints for Growth: Developing Affordable, Market Rate & Luxury Housing in Southern California

Panelists:

  • Thomas Lawless, Managing Director, Hines
  • Ekta Naik, SVP – Development, SoLa Impact
  • Alexa Washburn, Chief Development Officer, National CORE

11:30 AM – 12:00 PM

Networking Break

12:00 – 12:45 PM

Operations 2.0: Leveraging People & Technology to Enhance Apartment Management & Performance

Panelists:

  • Chris Gray, President, Moss & Company
  • Danielle Holloway McCarthy, President, Advanced Management Company
  • Larry Kallestad, Managing Director – Real Estate, Greystar
  • Jacob Kosior, Vice President – Client Strategy, EliseAI
  • Rachel Teller, Chief Operating Officer, Winstar Properties

12:50 – 1:00 PM

Afternoon Presentation

1:05 – 1:50 PM

Finding Value: Investment Strategies and Acquisitions in the Multifamily Market

Panelists:

  • Adrian Berger, Managing Director – Acquisitions, Cypress Equity Investments
  • Todd Darling, Chief Operating Officer, Acacia Capital
  • Todd Hanson, Executive Vice President, American Realty Advisors
  • Jeff Remillard, Chief Investment Officer, Abacus Capital Group

 

Moderated by:

  • Tony Solomon, SVP & District Manager, Marcus & Millichap

1:50 – 2:20 PM

Networking Lunch

2:20 – 3:05 PM

Looking Forward: Key Perspectives from Market Leaders on Navigating a New Multifamily Cycle

Panelists:

  • Rebecca Clark, Chief Executive Officer, LINC Housing
  • Ken Lombard, President & Chief Executive Officer, Bridge Housing
  • Nicholas Matus, President & Chief Operating Officer, Benedict Canyon Equities

 

Moderated by:

  • Carey Heyman, Managing Principal – Real Estate, CLA

3:05 – 3:45 PM

Keynote Speakers

Panelists:

  • Hessam Nadji, Chief Executive Officer, Marcus & Millichap

 

Moderated by:

  • Peter Standley, VP & Director – Multifamily, Marcus & Millichap

3:50 – 5:00 PM

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.

9:45 – 11:15 AM

Private Roundtable for Multifamily Operators (Invite-Only)

9:45 – 11:15 AM

Private Roundtable for Multifamily Investors (Invite-Only)

12:00 – 1:30 PM

Private Roundtable for Multifamily Developers (Invite-Only)

12:00 – 1:30 PM

Private Roundtable for Multifamily Capital Markets (Invite-Only)

Get Involved!

Registration & Event Questions

Marissa Monroe
Registration Manager
marissa@greenpearlevents.com

Sponsorship & Exhibits

Angela Bright
Head of Partnerships
angela@greenpearlevents.com

Panels & Roundtables

Samantha Williams
Event Director
sam@greenpearlevents.com

Conference Chairs:

Marcus & Millichap
IPA

With over 2,000 investment sales and financing professionals located throughout the United States and Canada, Marcus & Millichap is a leading specialist in commercial real estate investment sales, financing, research and advisory services. Founded in 1971, the firm closed 8,954 transactions in 2020 with a value of approximately $43 billion. Marcus & Millichap has perfected a powerful system for marketing properties that combines investment specialization, local market expertise, the industry’s most comprehensive research, state-of-the-art technology, and relationships with the largest pool of qualified investors.

Institutional Property Advisors (IPA) is a unique platform created to support the needs of institutional and sophisticated private investors. IPA is centered around a select national network of institutionally qualified brokerage professionals and supported by a robust technology platform and highly regarded research. IPA’s unique combination of real estate investment expertise, industry-leading technology, superior support services and acclaimed research will offer customized solutions for the acquisition and disposition of institutional multifamily properties and portfolios.

Featured 2025 Conference Sponsors:

CLA
CoStar
Elise_AI
Engineered Tax Services
Flex
Green Water and Power
GreenbergTraurig
HappyCo
Johnstone Moyer
Ready Capital

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