Wednesday, October 4
Detailed Agenda
5:30 – 8:00 PM ET
Welcome Reception
Hosted by:
All sessions are held in-person at the Fort Lauderdale Marriott Harbor Beach Resort & Spa
8:00 – 9:00 AM ET
Arrival and Breakfast
8:20 – 8:50 AM ET
Tax Minimization Workshop
Michael D’Onofrio
Managing Director
Engineered Tax Services
8:55 – 9:00 AM ET
Opening Remarks
9:00 – 9:45 AM ET
Real Estate Capital Markets:
Equity & Debt for Florida Multifamily & Condo Deals
Nicoletta DeSimone
VP – Capital Markets
Radco
Garrett Francis
Managing Principal &
Head of Capital Markets
Loci Capital
Kaitlyn Kennedy
Associate Director
Florida Originations
Nuveen Green Capital
James Maynard
Director
Newmark
Ronald Muzii
Managing Director
Canyon Partners
Tal Peri
Head of U.S. East Coast
Acquisitions & Dispositions
Union Investment
David Resnick
Partner
Bilzin Sumberg
Moderator
9:50 – 10:00 AM ET
Of Sound Mind:
How Investors and Developers Can Secure Off Market Real Estate Assets through Probate
Al Nicoletti
Attorney at Law
Law Offices of Al Nicoletti
10:05 – 10:50 AM ET
New Development:
Florida Multifamily, SFR BTR & Condo Developers Discuss Pipeline, Activity & Trends
William Finfrock
President
FinFrock
Erik Halverson
Senior Managing Director
OneEleven Residential
Harvey Hernandez
Founder & CEO
Newgard Development Group
Phillip Smith
President
Framework Group
Daniel Spear
Principal
Spear Group
Hellois Scheeres
Chief Risk Officer
Forman Capital
Moderator
10:50 – 11:20 AM ET
Networking Break
11:20 AM – 12:05 PM ET
Value Add:
Where to Find Untapped Value in Existing Properties and How to Unlock that Value
Russell Appel
Founding Principal
Praedium Group
Bruce Gago
Head of Florida Acquisitions
FCP
Neal Herman
Managing Director
Robbins Property Associates
A. David Lynd
Chief Executive Officer
Lynd
Lela Cirjakovic
Managing Director
Multifamily Property Management
JLL
Moderator
12:10 – 12:20 PM ET
No Place Like Home:
Designing Multifunctional Amenity Spaces for Community and Retention
Brian Miller
Senior Design Director
Streetsense
12:25 – 1:10 PM ET
Property Operations:
Maximizing the Value of Your Portfolio While Improving the Resident Experience
Wendy Drucker
Managing Director
Drucker + Falk
Sherry Freitas
Senior Managing Director
Property Management
RangeWater
Zach Goldman
Chief Operating Officer
TGM Associates
Pamela Lewis
Director – Sales
Luxer One
David Perez
President & COO
Carroll Organization
Bonnie Smetzer
Executive Vice President
Asset Living
Moderator
1:10 – 1:40 PM ET
Networking Lunch
1:40 – 2:10 PM ET
Keynote Conversation
Arthur Falcone
CEO and Chairman
Falcone Group
Managing Principal
Encore Capital Management
Daniel Kodsi
Chief Executive Officer
Royal Palm Companies
Nitin Motwani
Managing Partner
Miami Worldcenter Associates
Anthony De Yurre
Partner
Bilzin Sumberg
Moderator
2:15 – 3:00 PM ET
Where Are We Going:
Florida Apartment Industry Leaders Discuss Major Headwinds & Tailwinds Ahead
Jeffrey Goldberg
Co-Managing Partner
Milestone Group
Kevin Keane
Chief Operating Officer
Bainbridge Companies
Jeff Klotz
Chief Executive Officer
Klotz Group of Companies
Jean Francois Roy
Founder & President
OceanLand
Marcie Williams
Chief Executive Officer
RKW Residential
Ed Carey
Principal – Real Estate
CLA
Moderator
3:00 – 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
Apartment Property Operators Private Roundtable
9:00 – 10:30 AM ET
Multifamily Investors Private Roundtable (FULL)
11:20 AM – 12:50 PM ET
Rental Developers Private Roundtable
Detailed Agenda
Wednesday, October 4
5:30 – 8:00 PM ET
Welcome Reception
Hosted by:
Thursday, October 5
Schedule of Public Sessions
All sessions are held in-person at the Fort Lauderdale Marriott Harbor Beach Resort & Spa
8:00 – 9:00 AM ET
Arrival and Breakfast
8:20 – 8:50 AM ET
Tax Minimization Workshop
Workshop Leader:
- Michael D’Onofrio, Managing Director, Engineered Tax Services
8:55 – 9:00 AM ET
Opening Remarks
9:00 – 9:45 AM ET
Real Estate Capital Markets: Equity & Debt for Florida Multifamily & Condo Deals
Panelists:
- Nicoletta DeSimone, VP – Capital Markets, Radco
- Garrett Francis, Managing Principal & Head of Capital Markets, Loci Capital
- Kaitlyn Kennedy, Associate Director – Florida Originations, Nuveen Green Capital
- James Maynard, Director, Newmark
- Ronald Muzii, Managing Director, Canyon Partners
- Tal Peri, Head of U.S. East Coast Acquisitions & Dispositions, Union Investment
Moderated by:
- David Resnick, Partner, Bilzin Sumberg
9:50 – 10:00 AM ET
Of Sound Mind: How Investors and Developers Can Secure Off Market Real Estate Assets through Probate
Presented by:
- Al Nicoletti, Attorney at Law, Law Offices of Al Nicoletti
10:05 – 10:50 AM ET
New Development: Florida Multifamily, SFR BTR & Condo Developers Discuss Pipeline, Activity & Trends
Panelists:
- William Finfrock, President, FinFrock
- Erik Halverson, Senior Managing Director, OneEleven Residential
- Harvey Hernandez, Founder & CEO, Newgard Development Group
- Phillip Smith, President, Framework Group
- Daniel Spear, Principal, Spear Group
Moderated by:
- Hellois Scheeres, Chief Risk Officer, Forman Capital
10:50 – 11:20 AM ET
Networking Break
11:20 AM – 12:05 PM ET
Value Add: Where to Find Untapped Value in Existing Properties and How to Unlock that Value
Panelists:
- Russell Appel, Founding Principal, Praedium Group
- Bruce Gago, Head of Florida Acquisitions, FCP
- Neal Herman, Managing Director, Robbins Property Associates
- A. David Lynd, Chief Executive Officer, Lynd
Moderated by:
- Lela Cirjakovic, Managing Director – Multifamily Property Management, JLL
12:10 – 12:20 PM ET
No Place Like Home: Designing Multifunctional Amenity Spaces for Community and Retention
Presented by:
- Brian Miller, Senior Design Director, Streetsense
12:25 – 1:10 PM ET
Property Operations: Maximizing the Value of Your Portfolio While Improving the Resident Experience
Panelists:
- Wendy Drucker, Managing Director, Drucker + Falk
- Sherry Freitas, Senior Managing Director – Property Management, RangeWater
- Zach Goldman, Chief Operating Officer, TGM Associates
- Pamela Lewis, Director – Sales, Luxer One
- David Perez, President & COO, Carroll Organization
Moderator:
- Bonnie Smetzer, Executive Vice President, Asset Living
1:10 – 1:40 PM ET
Networking Lunch
1:40 – 2:10 PM ET
Keynote Conversation
Keynote Speakers:
- Arthur Falcone, CEO and Chairman, Falcone Group, Managing Principal, Encore Capital Management
- Daniel Kodsi, Chief Executive Officer, Royal Palm Companies
- Nitin Motwani, Managing Partner, Miami Worldcenter Associates
Moderated by:
- Anthony De Yurre, Partner, Bilzin Sumberg
2:15 – 3:00 PM ET
Where Are We Going: Florida Apartment Industry Leaders Discuss Major Headwinds & Tailwinds Ahead
Panelists:
- Jeffrey Goldberg, Co-Managing Partner, Milestone Group
- Kevin Keane, Chief Operating Officer, Bainbridge Companies
- Jeff Klotz, Chief Executive Officer, Klotz Group of Companies
- Jean Francois Roy, Founder & President, OceanLand
- Marcie Williams, Chief Executive Officer, RKW Residential
Moderated by:
- Ed Carey, Principal – Real Estate, CLA
3:00 – 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
Apartment Property Operators Private Roundtable
9:00 – 10:30 AM ET
Multifamily Investors Private Roundtable (FULL)
11:20 AM – 12:50 PM ET
Rental Developers Private Roundtable
Get Involved!
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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