Wednesday, April 17
5:00 – 7:00 PM CT
Welcome Reception
Hosted by:
Thursday, April 18
8:00 – 9:00 AM CT
Arrival and Breakfast
8:20 – 8:50 AM CT
Multifamily Operator, Investor, Developer Tax Minimization Workshop
Michael D’Onofrio
Managing Director
Engineered Tax Services
8:50 – 9:00 AM CT
Opening Remarks
Steven D. Weinstock
SVP & Regional Manager
Chicago Oak Brook
Marcus & Millichap
9:00 – 9:35 AM CT
Chicago & the Midwest Multifamily Market Outlook Presentation
John S. Sebree
SVP & National Director
Multifamily
Marcus & Millichap
9:40 – 10:25 AM CT
Equity Investment & Debt Finance for Multifamily Deals Today
Tim Donovan
Managing Director
Investments
Midloch
Brian Eby
Managing Director
U.S. Housing Investments
Nuveen
Wally Smith
Regional Director
Real Estate
Northwestern Mutual
Dwight Stephenson
Principal
Blue Vista Capital Management
Marc Sznajderman
SVP & Head of Production
Eastern Region
Marcus & Millichap
Moderator
10:30 – 11:15 AM CT
The Challenges & Opportunities in Developing New Units in Today’s Market
Phillip Aiello
President & COO
Mandel Group
Tim Anderson
Chief Executive Officer
Focus
Peter Chmielewski
Division President
Central
Quarterra
Craig Pryde
Principal
KTGY
Brent Rogers
Chief Executive Officer
Saturday Properties
Joseph Powers
VP & Regional Manager
Chicago Downtown
Marcus & Millichap
Moderator
11:15 AM – 11:45 AM CT
Networking Break
11:45 AM – 12:30 PM CT
Apartment Property Operations & Technology Best Practices & Emerging Trends
Stephanie Brock
Managing Partner
Property Management
Waterton
Michael Hayford
Director
Multifamily Business Development
Midwest
Kastle Systems
Jennifer Hoover
COO & Managing Partner
Highgate Capital Group
Tammy Kelly
Managing Director
Head of Asset Management
EQT Exeter
Megan Lawhon
Chief Operating Officer
Plk Communities
Walid Matarieh
Senior Manager
Commercial Development
XFINITY
Moderator
12:35 – 1:20 PM CT
Acquisitions, Dispositions & Investment Management of Existing Properties
Sam Berry
VP – Acquisitions
VennPoint RE
John Gochberg
President & CEO
TGM
Rick Hurd
Managing Partner
Investment Management
Waterton
Benjamin Young
Chief Investment Officer
Buckingham Companies
Steven D. Weinstock
SVP & Regional Manager
Chicago Oak Brook
Marcus & Millichap
Moderator
1:20 – 2:00 PM CT
Networking Lunch
2:00 – 2:45 PM CT
Keynote Speaker: James D. Letchinger, Founder & CEO, JDL Development
James D. Letchinger
Founder & CEO
JDL Development
Jim Milliken
Principal – Real Estate
CLA
Interviewer
2:50 – 3:35 PM CT
Market Leaders Discuss the Multifamily Industry Outlook for the Next 12 to 18 Months
Brad Gries
Co-Head of the Americas
LaSalle Investment Management
Tadd Miller
Chief Executive Officer
Milhaus
Maxwell Peek
Chief Executive Officer
Magnolia Capital
Field Stern
Head of Investments
US Multifamily
EQT Exeter
John S. Sebree
SVP & National Director
Multifamily
Marcus & Millichap
Moderator
3:35 – 4:00 PM CT
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 CT
Private Roundtable for Multifamily Operators (Invite-Only)
9:45 – 11:15 AM CT
Private Roundtable for Multifamily Investors (Invite-Only)
11:45 AM – 1:15 PM CT
Private Roundtable for Multifamily Developers (Invite-Only)
Detailed Agenda
Wednesday, April 17
5:00 – 7:00 PM CT
Welcome Reception
Hosted by:
Thursday, April 18
Schedule of Public Sessions
8:00 – 9:00 AM CT
Arrival and Breakfast
8:20 – 8:50 AM CT
Multifamily Operator, Investor, Developer Tax Minimization Workshop
Presented by:
- Michael D’Onofrio, Managing Director, Engineered Tax Services
8:50 – 9:00 AM CT
Opening Remarks
Presented by:
- Steven D. Weinstock, SVP & Regional Manager – Chicago Oak Brook, Marcus & Millichap
9:00 – 9:35 AM CT
Chicago & the Midwest Multifamily Market Outlook Presentation
Presented by:
- John S. Sebree, SVP – Multifamily Division, Marcus & Millichap
9:40 – 10:25 AM CT
Equity Investment & Debt Finance for Multifamily Deals Today
Panelists:
- Tim Donovan, Managing Director – Investments, Midloch
- Brian Eby, Managing Director – U.S. Housing Investments, Nuveen
- Wally Smith, Regional Director – Real Estate, Northwestern Mutual
- Dwight Stephenson, Principal, Blue Vista Capital Management
Moderated by:
- Marc Sznajderman, SVP & Head of Production – Eastern Region, Marcus & Millichap
10:30 – 11:15 AM CT
The Challenges & Opportunities in Developing New Units in Today’s Market
Panelists:
- Phillip Aiello, President & COO, Mandel Group
- Tim Anderson, Chief Executive Officer, Focus
- Peter Chmielewski, Division President – Central, Quarterra
- Craig Pryde, Principal, KTGY
- Brent Rogers, Chief Executive Officer, Saturday Properties
Moderated by:
- Joseph Powers, VP & Regional Manager – Chicago Downtown, Marcus & Millichap
11:15 AM – 11:45 AM CT
Networking Break
11:45 AM – 12:30 PM PM CT
Apartment Property Operations & Technology Best Practices & Emerging Trends
Panelists:
- Stephanie Brock, Managing Partner – Property Management, Waterton
- Michael Hayford, Director, Multifamily Business Development – Midwest, Kastle Systems
- Jennifer Hoover, COO & Managing Partner, Highgate Capital Group
- Tammy Kelly, Managing Director – Head of Asset Management, EQT Exeter
- Megan Lawhon, Chief Operating Officer, Plk Communities
Moderated by:
- Walid Matarieh, Senior Manager – Commercial Development, XFINITY
12:35 – 1:20 PM CT
Acquisitions, Dispositions & Investment Management of Existing Properties
Panelists:
- Sam Berry, VP – Acquisitions, VennPoint RE
- John Gochberg, President & CEO, TGM
- Rick Hurd, Managing Partner – Investment Management, Waterton
- Benjamin Young, Chief Investment Officer, Buckingham Companies
Moderated by:
- Steven D. Weinstock, SVP & Regional Manager – Chicago Oak Brook, Marcus & Millichap
1:20 – 2:00 PM CT
Networking Lunch
2:00 – 2:45 PM CT
Keynote Speaker: James D. Letchinger, Founder & CEO, JDL Development
Keynote Speaker:
- James D. Letchinger, Founder & CEO, JDL Development
Interviewed by:
- Jim Milliken, Principal – Real Estate, CLA
2:50 – 3:35 PM CT
Market Leaders Discuss the Multifamily Industry Outlook for the Next 12 to 18 Months
Panelists:
- Brad Gries, Co-Head of the Americas, LaSalle Investment Management
- Tadd Miller, Chief Executive Officer, Milhaus
- Maxwell Peek, Chief Executive Officer, Magnolia Capital
- Field Stern, Head of Investments – US Multifamily, EQT Exeter
Moderated by:
- John S. Sebree, SVP & National Director – Multifamily, Marcus & Millichap
3:35 – 4:00 PM CT
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 CT
Private Roundtable for Multifamily Operators (Invite-Only)
9:45 – 11:15 AM CT
Private Roundtable for Multifamily Investors (Invite-Only)
11:45 AM – 1:15 PM CT
Private Roundtable for Multifamily Developers (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:
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.
2024 Conference Sponsors:
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