Monday, November 11
Detailed Agenda
5:00 pm – 7:00 pm
Welcome Reception in Dallas
Tuesday, November 12
8:00 am – 9:00 am
Arrival and Breakfast
Hosted by:
8:20 am – 8:45 am
Tax Minimization Workshop
Michael D’Onofrio
Managing Director
Engineered Tax Services
8:45 am – 8:50 am
Opening Remarks
Mark McCoy
VP & Regional Manager
Dallas-Fort Worth
Marcus & Millichap
8:50 am – 9:20 am
Navigating the Texas Multifamily Landscape: Trends and Forecasts
John Chang
SVP & National Director
Marcus & Millichap
9:25 am – 10:05 am
Unlocking Capital: Strategies for Working with Debt & Equity Providers in a Challenging Market
Adrienne Bain
Managing Director
Capital Markets
JPI
Brian Burke
Senior Vice President
Capital Markets & Finance
Mill Creek Residential
Hailey Ghalib
Executive Managing Director
& Head of Housing
Investment & Development
Affinius Capital
Chris Kopacek
Principal
Lonestar Development Partners
John P. Manning
SVP & Head of Production
Western Region
Marcus & Millichap
Capital Corp.
Moderator
10:05 am – 10:15 am
The Social and Economic Impact of Creative Placemaking
Andrea Barry
Director – Client Success
NINE dot ARTS
10:20 am – 11:00 am
Lone Star Multifamily: Developing New Units in the Face of Headwinds
Nelson Crowe
Principal
Endeavor Real Estate Group
Tim Harris
Senior Vice President
Multifamily Development
Rosewood Property Company
Case Killgore
President – Development
Streetlights Residential
Jennifer Wiebrand
Senior Vice President
Development – Texas
AvalonBay Communities
Grant Grubich
Shareholder
Winstead
Moderator
11:00 am – 11:30 am
Networking Break
11:30 am – 12:10 pm
Stayin’ Alive: Strategies for Managing Multifamily Properties despite Falling Rents & Increased Costs
Michael Bowman
Founder & Chief Executive Officer
ResidentRadius
Craig Lashley
President
Valiant Residential
Pamela McGlashen
President
Keener Investments
David Nargang
President – Property Management
Allied Orion Group
Kari Warren
COO – Property Operations
Kairoi Residential
Mike Ballard
Partner
Ascent Multifamily Accounting
Moderator
12:10 pm – 12:20 pm
Property Tax: The Texas Supreme Court’s Gift to Your NOI – But Only If You Know How to Use It
Dan McDonald
Owner
McDonald Law Firm
12:25 pm – 1:05 pm
Uncovering Hidden Potential: Updated Investment Strategies for Multifamily Assets in Texas
Shakti C’Ganti
Founder & Chief Executive Officer
Ashland Greene
Adrian Lufschanowski
President
Thrive FP
Kimberly Radaker Bays
Managing Partner
Exponential Property Group
Jon Siegel
Chief Investment Officer
RailField Partners
Ford Noe
VP & Regional Manager
Houston
Marcus & Millichap
Moderator
1:05 pm – 1:35 pm
Networking Lunch
1:35 pm – 2:15 pm
A Conversation with Sharon Wilson Géno, President, NMHC and Hessam Nadji, President & CEO, Marcus & Millichap
Sharon Wilson Géno
President
National Multifamily Housing Council
Keynote Speaker
Hessam Nadji
Chief Executive Officer
Marcus & Millichap
Keynote Speaker
Tim Speck
SVP & Division Manager
Marcus & Millichap
Interviewer
2:20 pm – 3:05 pm
After the Election: Market Leaders Look Ahead at the Industry Outlook
David Cocanougher
President – Multifamily
Leon Capital Group
Zach Haptonstall
CEO & Co‑Founder
Rise48 Equity
Payton Mayes
Chief Executive Officer
JPI
Adnan Merchant
Managing Partner
MW Law
David Moore
Managing Partner
Knightvest Capital
Dee Estep
Principal
CLA
Moderator
3:10 pm – 3:45 pm
Ask the Brokers: Q&A with Top Transaction Experts on Today’s Challenges in Texas
Nick Fluellen
Executive Managing Director
Investments
Marcus & Millichap
Drew Garza
Senor Vice President
Investments
Institutional Property Advisors
Drew Kile
Executive Managing Director
Investments
Institutional Property Advisors
Al Silva
Senior Managing Director
Investments
Marcus & Millichap
Tim Speck
SVP & Division Manager
Marcus & Millichap
3:45 pm – 4:30 pm
Networking Reception
Schedule of Exclusive Sessions
Closed-Door Private Roundtables:
The roundtable is a closed-door, invite-only, off-the-record group conversation among a select group of handpicked executives. Led by a facilitator, the session is 90 minutes allowing for a candid conversation among peers to share information, compare notes and generate ideas on industry challenges.
Participants love the roundtables because they offer an opportunity to get beyond the public information to a more in-depth solutions-focused conversation that is confidential. The goal is that everyone walks away a bit wiser with more tools in their toolbox, as well as some new or renewed connections. Topics are determined in the week prior to the conference and sourced directly from participants.
Contact Samantha Williams at sam@greenpearlevents.com if you’d like to join one of these private roundtables below.
9:30 am – 11:00 am
Multifamily Operators Private Roundtable (Invite-Only)
9:30 am – 11:00 am
Multifamily Investors Private Roundtable (Invite-Only)
11:30 am – 1:00 pm
Multifamily Developers Private Roundtable (Invite-Only)
11:30 am – 1:00 pm
Multifamily Capital Markets Private Roundtable (Invite-Only)
Detailed Agenda
Monday, November 11
5:00 pm – 7:00 pm
Welcome Reception in Dallas
Tuesday, November 12
Schedule of Public Sessions
8:00 am – 9:00 am
Arrival and Breakfast
Hosted by:
8:20 am – 8:45 am
Tax Minimization Workshop
Presented by:
- Michael D’Onofrio, Managing Director, Engineered Tax Services
8:45 am – 8:50 am
Opening Remarks
Presented by:
- Mark McCoy, VP & Regional Manager – DFW, Marcus & Millichap
8:50 am – 9:20 am
Navigating the Texas Multifamily Landscape: Trends and Forecasts
Presented by:
- John Chang, SVP & National Director, Marcus & Millichap
9:25 am – 10:05 am
Unlocking Capital: Strategies for Working with Debt & Equity Providers in a Challenging Market
Panelists:
- Adrienne Bain, Managing Director – Capital Markets, JPI
- Brian Burke, SVP – Capital Markets & Finance, Mill Creek Residential
- Hailey Ghalib, Executive Managing Director & Head of Housing Investment & Development, Affinius Capital
- Chris Kopacek, Principal, Lonestar Development Partners
Moderated by:
- John P. Manning, SVP & Head of Production – Western Region, Marcus & Millichap Capital Corp.
10:05 am – 10:15 am
The Social and Economic Impact of Creative Placemaking
Presented by:
- Andrea Barry, Director – Client Success, NINE dot ARTS
10:20 am – 11:00 am
Lone Star Multifamily: Developing New Units in the Face of Headwinds
Panelists:
- Nelson Crowe, Principal, Endeavor Real Estate Group
- Tim Harris, Senior Vice President – Multifamily Development, Rosewood Property Company
- Case Killgore, President – Development, Streetlights Residential
- Jennifer Wiebrand, Senior Vice President – Development – Texas, AvalonBay Communities
Moderated by:
- Grant Grubich, Shareholder, Winstead
11:00 am – 11:30 am
Networking Break
11:30 am – 12:10 pm
Stayin’ Alive: Strategies for Managing Multifamily Properties despite Falling Rents & Increased Costs
Panelists:
- Michael Bowman, Founder & CEO, ResidentRadius
- Craig Lashley, President, Valiant Residential
- Pamela McGlashen, President, Keener Investments
- David Nargang, President – Property Management, Allied Orion Group
- Kari Warren, COO – Property Operations, Kairoi Residential
Moderated by:
- Mike Ballard, Partner, Ascent Multifamily Accounting
12:10 pm – 12:20 pm
Property Tax: The Texas Supreme Court's Gift to Your NOI - But Only If You Know How to Use It
Presented by:
- Dan McDonald, Owner, McDonald Law Firm
12:25 pm – 1:05 pm
Uncovering Hidden Potential: Updated Investment Strategies for Multifamily Assets in Texas
Panelists:
- Shakti C’Ganti, Founder & Chief Executive Officer, Ashland Greene
- Adrian Lufschanowski, President, Thrive FP
- Kimberly Radaker Bays, Managing Partner, Exponential Property Group
- Jon Siegel, Chief Investment Officer, RailField Partners
Moderated by:
- Ford Noe, VP & Regional Manager – Houston, Marcus & Millichap
1:05 pm – 1:35 pm
Networking Lunch
1:35 pm – 2:15 pm
A Conversation with Sharon Wilson Géno, President, NMHC and Hessam Nadji, President & CEO, Marcus & Millichap
Keynote Speakers:
- Sharon Wilson Géno, President, National Multifamily Housing Council
- Hessam Nadji, Chief Executive Officer, Marcus & Millichap
Interviewer:
- Tim Speck, SVP & Division Manager, Marcus & Millichap
2:20 pm – 3:05 pm
After the Election: Market Leaders Look Ahead at the Industry Outlook
Panelist:
- David Cocanougher, President – Multifamily, Leon Capital Group
- Zach Haptonstall, CEO & Co‑Founder, Rise48 Equity
- Payton Mayes, Chief Executive Officer, JPI
- Adnan Merchant, Managing Partner, MW Law
- David Moore, Managing Partner, Knightvest Capital
Moderated by:
- Dee Estep, Principal, CLA
3:10 pm – 3:45 pm
Ask the Brokers: Q&A with Top Transaction Experts on Today’s Challenges in Texas
Panelists:
- Nick Fluellen, Executive Managing Director – Investments, Marcus & Millichap
- Drew Garza, Senor Vice President – Investments, Institutional Property Advisors
- Drew Kile, Executive Managing Director – Investments, Institutional Property Advisors
- Al Silva, Senior Managing Director – Investments, Marcus & Millichap
- Tim Speck, SVP & Division Manager, Marcus & Millichap
3:45 pm – 4:30 pm
Networking Reception
Additional sessions to be announced.
Schedule of Exclusive Sessions
Closed-Door Private Roundtables:
The roundtable is a closed-door, invite-only, off-the-record group conversation among a select group of handpicked executives. Led by a facilitator, the session is 90 minutes allowing for a candid conversation among peers to share information, compare notes and generate ideas on industry challenges.
Participants love the roundtables because they offer an opportunity to get beyond the public information to a more in-depth solutions-focused conversation that is confidential. The goal is that everyone walks away a bit wiser with more tools in their toolbox, as well as some new or renewed connections. Topics are determined in the week prior to the conference and sourced directly from participants.
Contact Samantha Williams at sam@greenpearlevents.com if you’d like to join one of these private roundtables below.
9:30 am – 11:00 am
Multifamily Operators Private Roundtable (Invite-Only) - FULL
9:30 am – 11:00 am
Multifamily Investors Private Roundtable (Invite-Only) - FULL
11:30 am – 1:00 pm
Multifamily Developers Private Roundtable (Invite-Only) - FULL
11:30 am – 1:00 pm
Multifamily Capital Markets Private Roundtable (Invite-Only) - FULL
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
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.
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