Monday, December 8
Detailed Agenda
5:30 pm – 8:00 pm
Welcome Reception (separate registration required)
The Welcome Reception will be held the evening prior to the conference at either the venue or a nearby location. The reception runs from 5:30 to 8:00 pm and includes drinks and finger food. Dress is typically business casual. The Welcome Reception is not included in the conference registration fee and requires a separate registration.
All sessions are held in-person at the Fort Lauderdale Marriott Harbor Beach Resort & Spa
8:00 am – 9:00 am
Arrival and Breakfast
8:50 am – 9:15 am
Tax Minimization Workshop
Michael D’Onofrio
Managing Director
Engineered Tax Services
Workshop Leader
9:20 am – 9:25 am
Opening Remarks
9:25 am – 10:10 am
Capital Strategies 2.0: Innovative Approaches to Equity and Debt for Investments & Developments
Bobby Castro
Principal
Ortsac Capital Group
Rich Delgado
Managing Director
DLP Capital
Eduardo Otaola
Principal
Constellation
Daryl Shevin
Chief Financial Officer
13th Floor Investments
Errol Blumer
Managing Director
Equity / Debt
& Structured Finance
Cushman & Wakefield
Moderator
10:10 am – 10:20 am
Disrupting Insurance: How Smart Investors Are Turning Coverage Into Higher NOI, Lending Power & Portfolio Value
Traditional insurance is broken. It’s commission-driven, not investor-focused. Most brokers don’t understand NOI, cap rates, or value creation, they just sell coverage. This presentation shows how savvy multifamily investors are using the Total Asset Optimization (TAO) approach to insurance, turning what’s normally treated as a sunk cost into a strategic asset that increases property value, improves cash flow, and unlocks better lending.
You’ll learn:
- Why most properties are overinsured, overpriced, and under-optimized
- How to restructure insurance to immediately increase NOI and valuation
- How better coverage unlocks higher loan proceeds, faster closings, and stronger exits
- Real examples where investors added 7-figure value to their properties without acquiring more doors
If you’re operating in Florida, you know insurance is killing deals. This session will show you how to make insurance your competitive edge.
Presented by:
Jerry Katz
Chief Executive Officer
Premier Protection Insurance
10:25 am – 11:15 am
Future Blueprint: Development Outlook for Affordable, Market Rate & Luxury Housing in Florida
Matthew Baron
President
Baron Property Group
Ignacio Montes
President
ALTA Developers
Anthony Seijas
Principal
Coastland Residential
Gevorg Shahbazyan
Founder & CEO
Starlife Group
Ben Wilson
Partner
Akerman
Moderator
11:15 am – 11:45 am
Networking Break
Hosted by:
11:45 am – 12:35 pm
Next-Gen Operations: Enhancing Apartment Performance Through People and Technology
Jessica Murphy
Managing Director
Property Management
RangeWater
Ellie Norton
Executive Vice President
Rentyl Apartments & Homes
David Scharfenberg
Head of Multifamily Operations
Northland
Marcie Williams
Chief Strategy Officer
Bainbridge Companies
Henry Zuaznabar
Senior Vice President
Operations
Asset Living
Dan Dratch
Regional Managing Director
Franklin Street
Moderator
12:35 pm – 12:45 pm
Afternoon Presentation
12:50 pm – 1:40 pm
Unlocking Opportunity: Navigating Multifamily Investments and Value Plays
Robb Bollhoffer
Managing Partner & CIO
29th Street Capital
Rodrigo Conesa
Managing Principal
Eagle Property Capital
Matt Ferrari
Co-Chief Investment Officer
TruAmerica Multifamily
Kel Frazier
President – Acquisitions
Mill Creek Residential
Avery Jordan
Senior Director
Franklin Street
Brad Williamson
Managing Director
Berkadia
1:40 pm – 2:10 pm
Networking Lunch
2:10 pm – 2:55 pm
Leadership Perspective: Navigating the Next Phase of the Residential Industry Cycle
Bruce Eichner
Chairman & CEO
Continuum Company
Jay Massirman
Chief Executive Officer
Rivergate I KW
Brad Meltzer
Partner & President
Two Roads Development
Nelson Stabile
Principal & Co-Founder
Integra Investments
Scott Wadler
Managing Director
Berkadia
Moderator
2:55 pm – 3:30 pm
Keynote Conversation with Steve Patterson, President & CEO, Related Development
Steve Patterson
President & Chief Executive Officer
Related Development
Keynote Speaker
Ed Carey
Principal – Real Estate
CLA
Interviewer
3:30 pm – 4:00 pm
Networking Reception
Private Roundtables:
The PeerPod private roundtable is a closed-door, invite-only, off-the-record group conversation among 12 to 15 handpicked, invited executives. Led by a chairperson, the session is 90 minutes allowing for a candid conversation among peers to share information, compare notes and generate ideas on industry challenges. Topics are determined in the week prior to the conference and sourced directly from participants.
What participants get out of the Private Roundtable:
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. Private roundtables are more exclusive and include more senior executives. Private roundtable participants are considered “Featured Participants” and are listed in the event materials alongside other speakers.
Who can join a Private Roundtable:
Private Roundtable participants are selected in advance of the conference and require an invitation to join. Each roundtable participant must meet selection criteria of the specific roundtable to be considered for an invitation to that roundtable. If you do not meet the criteria, you can still gain access via sponsorship, pending availability. Sponsored spots on roundtables are extremely limited. Inquire with Samantha Williams at sam@greenpearlevents.com about joining a Private Roundtable.
Private Roundtable Schedule:
9:25 am – 10:55 am
Operators Private Roundtable
9:25 am – 10:55 am
Investors Private Roundtable
12:00 pm – 1:30 pm
Developers Private Roundtable
12:00 pm – 1:30 pm
Capital Markets Private Roundtable
Detailed Agenda
Monday, December 8
5:30 pm – 8:00 pm
Welcome Reception (separate registration required)
Tuesday, December 9
Schedule of Public Sessions
All sessions are held in-person at the Fort Lauderdale Marriott Harbor Beach Resort & Spa
8:00 am – 9:00 am
Arrival and Breakfast
8:50 am – 9:15 am
Tax Minimization Workshop
Workshop Leader:
- Michael D’Onofrio, Managing Director, Engineered Tax Services
9:20 am – 9:25 am
Opening Remarks
9:25 am – 10:10 am
Capital Strategies 2.0: Innovative Approaches to Equity and Debt for Investments & Developments
Panelists:
- Bobby Castro, Principal, Ortsac Capital Group
- Rich Delgado, Managing Director, DLP Capital
- Eduardo Otaola, Principal, Constellation
- Daryl Shevin, Chief Financial Officer, 13th Floor Investments
Moderated by:
- Errol Blumer, Managing Director – Equity / Debt & Structured Finance, Cushman & Wakefield
10:10 am – 10:20 am
Disrupting Insurance: How Smart Investors Are Turning Coverage Into Higher NOI, Lending Power & Portfolio Value
Traditional insurance is broken. It’s commission-driven, not investor-focused. Most brokers don’t understand NOI, cap rates, or value creation, they just sell coverage. This presentation shows how savvy multifamily investors are using the Total Asset Optimization (TAO) approach to insurance, turning what’s normally treated as a sunk cost into a strategic asset that increases property value, improves cash flow, and unlocks better lending.
You’ll learn:
- Why most properties are overinsured, overpriced, and under-optimized
- How to restructure insurance to immediately increase NOI and valuation
- How better coverage unlocks higher loan proceeds, faster closings, and stronger exits
- Real examples where investors added 7-figure value to their properties without acquiring more doors
If you’re operating in Florida, you know insurance is killing deals. This session will show you how to make insurance your competitive edge.
Presented by:
- Jerry Katz, Chief Executive Officer, Premier Protection Insurance
10:25 am – 11:15 am
Future Blueprint: Development Outlook for Affordable, Market Rate & Luxury Housing in Florida
Panelists:
- Matthew Baron, President, Baron Property Group
- Ignacio Montes, President, ALTA Developers
- Anthony Seijas, Principal, Coastland Residential
- Gevorg Shahbazyan, Founder & CEO, Starlife Group
Moderated by:
- Ben Wilson, Partner, Akerman
11:15 am – 11:45 am
Networking Break
Hosted by:
11:45 am – 12:35 pm
Next-Gen Operations: Enhancing Apartment Performance Through People and Technology
Panelists:
- Jessica Murphy, Managing Director – Property Management, RangeWater
- Ellie Norton, Executive Vice President, Rentyl Apartments & Homes
- David Scharfenberg, Head of Multifamily Operations, Northland
- Marcie Williams, Chief Strategy Officer, Bainbridge Companies
- Henry Zuaznabar, Senior Vice President – Operations, Asset Living
Moderated by:
- Dan Dratch, Regional Managing Director, Franklin Street
12:35 pm – 12:45 pm
Afternoon Presentation
12:50 pm – 1:40 pm
Unlocking Opportunity: Navigating Multifamily Investments and Value Plays
Panelists:
- Robb Bollhoffer, Managing Partner & CIO, 29th Street Capital
- Rodrigo Conesa, Managing Principal, Eagle Property Capital
- Matt Ferrari, Co-Chief Investment Officer, TruAmerica Multifamily
- Kel Frazier, President – Acquisitions, Mill Creek Residential
- Avery Jordan, Senior Director, Franklin Street
- Brad Williamson, Managing Director, Berkadia
1:40 pm – 2:10 pm
Networking Lunch
2:10 pm – 2:55 pm
Leadership Perspective: Navigating the Next Phase of the Residential Industry Cycle
Panelists:
- Bruce Eichner, Chairman & CEO, Continuum Company
- Jay Massirman, Chief Executive Officer, Rivergate I KW
- Brad Meltzer, Partner & President, Two Roads Development
- Nelson Stabile, Principal & Co-Founder, Integra Investments
Moderated by:
- Scott Wadler, Managing Director, Berkadia
2:55 pm – 3:30 pm
Keynote Conversation with Steve Patterson, President & CEO, Related Development
Keynote Speaker:
- Steve Patterson, President & Chief Executive Officer, Related Development
Interviewed by:
- Ed Carey, Principal – Real Estate, CLA
3:30 pm – 4:00 pm
Networking Reception
Private Roundtables:
The PeerPod private roundtable is a closed-door, invite-only, off-the-record group conversation among 12 to 15 handpicked, invited executives. Led by a chairperson, the session is 90 minutes allowing for a candid conversation among peers to share information, compare notes and generate ideas on industry challenges. Topics are determined in the week prior to the conference and sourced directly from participants.
What participants get out of the Private Roundtable:
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. Private roundtables are more exclusive and include more senior executives. Private roundtable participants are considered “Featured Participants” and are listed in the event materials alongside other speakers.
Who can join a Private Roundtable:
Private Roundtable participants are selected in advance of the conference and require an invitation to join. Each roundtable participant must meet selection criteria of the specific roundtable to be considered for an invitation to that roundtable. If you do not meet the criteria, you can still gain access via sponsorship, pending availability. Sponsored spots on roundtables are extremely limited. Inquire with Samantha Williams at sam@greenpearlevents.com about joining a Private Roundtable.
9:25 am – 10:55 am
Operators Private Roundtable
9:25 am – 10:55 am
Investors Private Roundtable
12:00 pm – 1:30 pm
Developers Private Roundtable
12:00 pm – 1:30 pm
Capital Markets Private Roundtable
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
Featured 2025 Conference Sponsors
Powered by GreenPearl
Private Label Conferences
We believe in the magic that happens when the smartest, boldest minds come together resulting in business growth and industry evolution. We build high-value events that foster relationships, tap into intellectual wisdom, promote authentic interaction and create success for our clients.