Wednesday, September 3
Detailed Agenda
5:30 pm – 8:00 pm
Welcome Reception (Separate Registration Required)
Thursday, September 4
8:00 am – 9:00 am
Check-in & Networking Breakfast
8:20 am – 8:45 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
9:00 am – 9:35 am
Northern California Multifamily Market Outlook Presentation
Hessam Nadji
Chief Executive Officer
Marcus & Millichap
9:35 am – 10:05 am
Keynote Conversation with Cyrus Sanandaji, Managing Principal of Presidio Bay Ventures
Cyrus Sanandaji
Founder & Managing Principal
Presidio Bay Ventures
Keynote Speaker
Salvatore Saglimbeni
Executive Managing Director
Investments
Institutional Property Advisors
Interviewer
10:10 am – 10:50 am
Capital Strategies 2.0: Innovative Approaches to Equity and Debt for Multifamily Investments & Developments
Rob Calleja
Chief Financial Officer
Legacy Partners
Dara Friedman
Managing Director
BentallGreenOak
Hailey Ghalib
Executive Managing Director
Affinius Capital
Landon Taylor
Chief Executive Officer
Investment Management
MacFarlane Partners
Andrew Leahy
SVP & National Director
Multifamily
Institutional Property Advisors
Moderator
10:55 am – 11:35 am
Future Blueprint: Development Outlook for Affordable, Market Rate & Luxury Housing in Northern California
Andy Ball
President
oWOW
Tony Cardoza
Managing Director
Cityview
Stephen Siri
Co-Managing Principal
Martin Group
Scott Youdall
Regional Development Partner
West Coast
Hanover Company
11:35 am – 12:05 pm
Networking Break
12:05 pm – 12:50 pm
Next-Gen Operations: Enhancing Apartment Performance Through People and Technology
Tracy Brunetti
Senior Managing Director
Greystar
Dana David
Principal & President
JB Matteson
Simon Herrmann
Senior Business
Development Manager
PearlX
Aaron Reuter
Managing Director
& Head of Portfolio
Management & Investments
Veritas Investments
12:50 pm – 1:00 pm
Boost Income Without Raising Rent: The Tech-Driven Parking Strategy Operators Love
Evan Goldin
Chief Executive Officer
Parkade
1:05 pm – 1:50 pm
Unlocking Opportunity: Navigating Multifamily Investments and Value Plays
Greg Campbell
CIO – Acquisitions
Benedict Canyon Equities
Lindsay Crittendon
Chief Revenue Officer
Tailorbird
Evan Faulkner
Head of Acquisitions
& Partner
Virtú Investments
John Fluke
Managing Director
Investments
Pacific Urban Investors
Adam Siegman
Managing Partner
ETHOS Real Estate
Ramon Kochavi
FVP & District Manager
Bay Area
Marcus & Millichap
Moderator
1:50 pm – 2:20 pm
Networking Lunch
2:20 pm – 3:00 pm
Keynote Conversation with Tod Spieker, President, Spieker Companies
Tod Spieker
President
Spieker Companies
Keynote Speaker
Steven J. Seligman
Regional Manager (Retired)
Marcus & Millichap
Interviewer
3:00 pm – 3:30 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:
9:35 am – 11:05 am
Multifamily Operators Private Roundtable (Invite-Only)
9:35 am – 11:05 am
Multifamily Investors Private Roundtable (Invite-Only)
12:05 pm – 1:35 pm
Multifamily Developers Private Roundtable (Invite-Only)
12:05 pm – 1:35 pm
Capital Markets Private Roundtable (Invite-Only)
Detailed Agenda
Wednesday, September 3
5:30 pm – 8:00 pm
Welcome Reception (Separate Registration Required)
Click here to register for Welcome Reception
Thursday, September 4
Schedule of Public Sessions
8:00 am – 9:00 am
Check-in & Networking Breakfast
8:20 am – 8:45 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
9:00 am – 9:35 am
Northern California Multifamily Market Outlook Presentation
Presented by:
- Hessam Nadji, Chief Executive Officer, Marcus & Millichap
9:35 am – 10:05 am
Keynote Conversation with Cyrus Sanandaji, Managing Principal of Presidio Bay Ventures
Keynote Speaker:
- Cyrus Sanandaji, Founder & Managing Principal, Presidio Bay Ventures
Interviewed by:
- Salvatore Saglimbeni, Executive Managing Director – Investments, Institutional Property Advisors
10:10 am – 10:50 am
Capital Strategies 2.0: Innovative Approaches to Equity and Debt for Multifamily Investments & Developments
Panelists:
- Rob Calleja, Chief Financial Officer, Legacy Partners
- Dara Friedman, Managing Director, BentallGreenOak
- Hailey Ghalib, Executive Managing Director, Affinius Capital
- Landon Taylor, Chief Executive Officer – Investment Management, MacFarlane Partners
Moderated by:
- Andrew Leahy, SVP & National Director – Multifamily, Institutional Property Advisors
10:55 am – 11:35 am
Future Blueprint: Development Outlook for Affordable, Market Rate & Luxury Housing in Northern California
Panelists:
- Andy Ball, President, oWOW
- Tony Cardoza, Managing Director, Cityview
- Stephen Siri, Co-Managing Principal, Martin Group
- Scott Youdall, Regional Development Partner – West Coast, Hanover Company
11:35 am – 12:05 pm
Networking Break
12:05 pm – 12:50 pm
Next-Gen Operations: Enhancing Apartment Performance Through People and Technology
Panelists:
- Tracy Brunetti, Senior Managing Director, Greystar
- Dana David, Principal & President, JB Matteson
- Simon Herrmann, Senior Business – Development Manager, PearlX
- Aaron Reuter, Managing Director & Head of Portfolio Management & Investments, Veritas Investments
12:50 pm – 1:00 pm
Boost Income Without Raising Rent: The Tech-Driven Parking Strategy Operators Love
Presented by:
- Evan Goldin, Chief Executive Officer, Parkade
1:05 pm – 1:50 pm
Unlocking Opportunity: Navigating Multifamily Investments and Value Plays
Panelists:
- Greg Campbell, CIO – Acquisitions, Benedict Canyon Equities
- Lindsay Crittendon, Chief Revenue Officer, Tailorbird
- Evan Faulkner, Head of Acquisitions & Partner, Virtú Investments
- John Fluke, Managing Director – Investments, Pacific Urban Investors
- Adam Siegman, Managing Partner, ETHOS Real Estate
Moderated by:
- Ramon Kochavi, FVP & District Manager – Bay Area, Marcus & Millichap
1:50 pm – 2:20 pm
Networking Lunch
2:20 pm – 3:00 pm
Keynote Conversation with Tod Spieker, President, Spieker Companies
Keynote Speaker:
- Tod Spieker, President, Spieker Companies
Interviewed by:
- Steven J. Seligman, Regional Manager (Retired), Marcus & Millichap
3:00 pm – 3:30 pm
Networking Reception
Additional sessions to be announced.
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.
9:35 am – 11:05 am
Apartment Operators Private Roundtable (Invite-Only)
9:35 am – 11:05 am
Investors Private Roundtable (Invite-Only)
12:05 pm – 1:35 pm
Developers Private Roundtable (Invite-Only)
12:00 pm – 1:30 pm
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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