Wednesday, September 25
Detailed Agenda
5:30 pm – 8:00 pm
Welcome Reception (Separate Registration Required)
Hosted by:
Thursday, September 26
8:00 am – 9:00 am
Check-in & Networking Breakfast
8:20 am – 8:50 am
Tax Minimization Workshop
Workshop Leader:
Michael D’Onofrio
Managing Director
Engineered Tax Services
8:50 am – 9:00 am
Opening Remarks
Ramon Kochavi
FVP & District Manager
Bay Area
Marcus & Millichap
Peter Standley
VP & Director – Multifamily
Marcus & Millichap
9:00 am – 9:35 am
Northern California Multifamily Market Outlook Presentation
John Chang
SVP & National Director
Marcus & Millichap
9:40 am – 10:25 am
Multifamily Capital Markets: Sourcing Equity & Debt Today
Chris Allman
Partner – Capital Markets
CIM Group
Angela Biggs
Managing Director
Investment
Grosvenor
Cameron Falconer
Deputy Head of Capital Markets
Hines
Frank Liu
Managing Director
Canyon Partners
Trey Stafford
Executive Vice President
Head of Capital Markets
Fairfield
John P. Manning
SVP & Head of Production
Western Region
Marcus & Millichap
Capital Corporation
Moderator
10:30 am – 10:40 am
Maximizing the Value of Your Land with ADUs
Presented by:
Katherine Noe Anderson
Founder & Managing Partner
Perpetual Homes
10:45 am – 11:30 am
New Development: Challenges & Opportunities in Creating New Units
Danny Haber
Co-Founder & CEO
oWOW
Jesse Herzog
Managing Director
Northern California
Quarterra
Andrew Schurrs
VP – Development
Russell Square
Smitha Seshadri
EVP – Development
Bridge Housing
Marco Vakili
Managing Director
Northern California
Alliance Residential Company
Paul Niewiadomski
Partner
Lubin Olson & Niewiadomski
Moderator
11:30 am – 12:00 pm
Networking Break
12:00 pm – 12:45 pm
Apartment Operations: Emerging Trends & Technology Impacting Property Management
Brooks Baskin
Chief Executive Officer
2B Living
Wes Nichols
Chief Executive Officer
Paramount
Vanessa Siebern
Chief Operating Officer
FPI Management
Andrew Silverman
Chief Operating Officer
Mosser Companies
Ramon Kochavi
FVP & District Manager
Bay Area
Marcus & Millichap
Moderator
12:50 pm – 1:00 pm
Multifamily Operators Need to Address this Problem: Unlock Significant NOI Improvements through Strategic Evaluation
Konrad Koczwara
CEO & Founder
Elevated Living
1:05 pm – 1:50 pm
Investment & Development Market Leaders: The Northern California Multifamily Outlook
Pat Calihan
Chief Investment Officer
Prometheus
Kurt Houtkooper
Chief Executive Officer
Hamilton Zanze
Amanda Lindberg
Chief Investment Officer
Acacia Capital
Peter Wilson
Chief Executive Officer
PTLA Real Estate Group
Philip Saglimbeni
Executive Managing Director
Investments
Institutional Property Advisors
Moderator
1:50 pm – 2:20 pm
Networking Lunch
2:20 pm – 3:05 pm
Torches & Pitchforks: The Battle For and Against Rent Control
Barry Altshuler
EVP – Investments
Equity Residential
Tom Bannon
Chief Executive Officer
California Apartment Association
Jim Lapides
Vice President
National Multifamily Housing Council
Peter Standley
VP & Director – Multifamily
Marcus & Millichap
Moderator
3:05 pm – 3:45 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.
9:45 am – 11:15 am
Multifamily Operators Private Roundtable (Invite-Only)
9:45 am – 11:15 am
Multifamily Investors Private Roundtable (Invite-Only)
12:00 pm – 1:30 pm
Multifamily Developers Private Roundtable (Invite-Only)
12:00 pm – 1:30 pm
Capital Markets Private Roundtable (Invite-Only)
Detailed Agenda
Wednesday, September 25
5:30 pm – 8:00 pm
Welcome Reception (Separate Registration Required)
Hosted by:
Thursday, September 26
Schedule of Public Sessions
8:00 am – 9:00 am
Check-in & Networking Breakfast
8:20 am – 8:50 am
Tax Minimization Workshop
Workshop Leader:
- Michael D’Onofrio, Managing Director, Engineered Tax Services
8:50 am – 9:00 am
Opening Remarks
Presented by:
- Ramon Kochavi, FVP & District Manager – Bay Area, Marcus & Millichap
- Peter Standley, VP & Director – Multifamily, Marcus & Millichap
9:00 am – 9:35 am
Northern California Multifamily Market Outlook Presentation
Presented by:
- John Chang, SVP & National Director, Marcus & Millichap
9:40 am – 10:25 am
Multifamily Capital Markets: Sourcing Equity & Debt Today
Panelist:
- Chris Allman, Partner – Capital Markets, CIM Group
- Angela Biggs, Managing Director – Investment, Grosvenor
- Cameron Falconer, Deputy Head of Capital Markets, Hines
- Frank Liu, Managing Director, Canyon Partners
- Trey Stafford, EVP & Head of Capital Markets, Fairfield
Moderated by:
- John P. Manning, SVP & Head of Production – Western Region, Marcus & Millichap Capital Corporation
10:30 am – 10:40 am
Maximizing the Value of Your Land with ADUs
Presented by:
- Katherine Noe Anderson, Founder & Managing Partner, Perpetual Homes
10:45 am – 11:30 am
New Development: Challenges & Opportunities in Creating New Units
Panelists:
- Danny Haber, Co-Founder & CEO, oWOW
- Jesse Herzog, Managing Director – Northern California, Quarterra
- Andrew Schurrs, VP – Development, Russell Square
- Smitha Seshadri, EVP – Development, Bridge Housing
- Marco Vakili, Managing Director – Northern California, Alliance Residential Company
Moderated by:
- Paul Niewiadomski, Partner, Lubin Olson & Niewiadomski
11:30 am – 12:00 pm
Networking Break
12:00 pm – 12:45 pm
Apartment Operations: Emerging Trends & Technology Impacting Property Management
Panelists:
- Brooks Baskin, Chief Executive Officer, 2B Living
- Wes Nichols, Chief Executive Officer, Paramount
- Vanessa Siebern, Chief Operating Officer, FPI Management
- Andrew Silverman, Chief Operating Officer, Mosser Companies
Moderated by:
- Ramon Kochavi, FVP & District Manager – Bay Area, Marcus & Millichap
12:50 pm – 1:00 pm
Multifamily Operators Need to Address this Problem: Unlock Significant NOI Improvements through Strategic Evaluation
Presented by:
- Konrad Koczwara, CEO & Founder, Elevated Living
1:05 pm – 1:50 pm
Investment & Development Market Leaders: The Northern California Multifamily Outlook
Panelists:
- Pat Calihan, Chief Investment Officer, Prometheus
- Kurt Houtkooper, Chief Executive Officer, Hamilton Zanze
- Amanda Lindberg, Chief Investment Officer, Acacia Capital
- Peter Wilson, Chief Executive Officer, PTLA Real Estate Group
Moderated by:
- Philip Saglimbeni, Executive Managing Director – Investments, Institutional Property Advisors
1:50 pm – 2:20 pm
Networking Lunch
2:20 pm – 3:05 pm
Torches & Pitchforks: The Battle For and Against Rent Control
Panelist:
- Barry Altshuler, EVP – Investments, Equity Residential
- Tom Bannon, Chief Executive Officer, California Apartment Association
- Jim Lapides, Vice President, National Multifamily Housing Council
Moderated by:
- Peter Standley, VP & Director – Multifamily, Marcus & Millichap
3:05 pm – 3:45 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.
9:45 am – 11:15 am
Multifamily Operators Private Roundtable (Invite-Only)
9:45 am – 11:15 am
Multifamily Investors Private Roundtable (Invite-Only)
11:45 am – 1:15 pm
Multifamily Developers Private Roundtable (Invite-Only)
11:45 am – 1:15 pm
Multifamily Capital Markets Private Roundtable (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 nearly 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 13,255 transactions in 2021 with a value of approximately $84 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. To learn more, please visit: www.MarcusMillichap.com.
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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