Wednesday, March 22
5:00 – 7:00 PM ET
Welcome Reception (Invite-Only)
Hosted by:
Thursday, March 23
8:00 – 9:00 AM ET
Arrival and Breakfast
Hosted by:
8:20 – 8:50 AM ET
Multifamily Operator, Investor, Developer Tax Minimization Workshop
Michael D’Onofrio
Managing Director
Engineered Tax Services
8:50 – 9:00 AM ET
Opening Remarks
John M. Leonard
FVP & Regional Manager
Marcus & Millichap
9:00 – 9:35 AM ET
Southeast Multifamily Market Data & Economic Outlook Presentation
John S. Sebree
SVP & National Director
Multifamily
Marcus & Millichap
9:40 – 10:25 AM ET
Equity Investment & Debt Finance for Multifamily Deals in the Southeast
Ashley Casaday
Executive Managing Director
Capital Markets
RangeWater
Ronald Muzii
Managing Director
Canyon Partners
Ron Wallach
Principal
Ares Management
Stephen Wetherill
Director – Acquisitions
LEM Capital
Marc Sznajderman
SVP & Head of Production
Eastern Region
Marcus & Millichap
Moderator
10:30 – 11:15 AM ET
Southeast Development, Construction & Design Trends Panel
Jay Curran
President – Multifamily
Crescent Communities
Morris Kaplan
President
Kaplan Residential
Harvey Wadsworth
Managing Director
Portman Residential
Jenny Williams
Associate Principal
Cooper Carry
Timothy Zwerner
Partner
Burr & Forman
Moderator
11:15 – 11:45 AM ET
Networking Break
11:45 – 12:05 PM ET
Solving Homelessness Through For-Profit Rental Programs
Bill Green
Principal
Ginkgo Residential
Philip Payne
Chairman
Gingko REIT
Co-Founder
Lotus Campaign
12:10 PM – 12:50 PM ET
Southeast Emerging Sub-Markets & Value Add Opportunities
Brett Duke
Chief Operating Officer
Atlantic Pacific Companies
Jeff Ehrlich
Vice President
Olive Tree Holdings
Tristan Last
Managing Director
Arch Companies
Andrew Schwarz
Founder & CEO
Audubon Communities
Norman Praet
Managing Partner
Brownlee Whitlow & Praet
Moderator
12:55 – 1:35 PM ET
Apartment Property Operations & Technology
Alan King
Head of Property Management
Berkshire Residential
Tim Reardon
Chief Operating Officer
Bridge Property Management
Roman Stephens
SVP – Operations
Northland
Jackie Ware
Chief Strategy Officer
Pegasus Residential
Bob Lane
Managing Director
Risk Solutions
Brown & Brown
Moderator
1:35 – 2:00 PM ET
Networking Lunch
2:00 – 2:45 PM ET
Keynote: Steven Shores, Chief Executive Officer, RangeWater
Steven Shores
Chief Executive Officer
RangeWater
Keynote
John S. Sebree
SVP & National Director
Multifamily
Marcus & Millichap
Interviewer
2:50 – 3:30 PM ET
National & Regional Multifamily Macro Trends Impacting the Southeast
Jennifer Crosby
President & CEO
Crosby Design Group
Daniel Eller
President & CEO
Eller Capital Partners
Litt Glover Jr.
Chief Executive Officer
Batson-Cook Development
Lisa Hurd
Chief Investment Officer
Radco
Jim Lott
Managing Director
Development
Waypoint Residential
John M. Leonard
FVP & Regional Manager
Atlanta
Marcus & Millichap
Moderator
3:30 – 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
Private Roundtable for Multifamily Operators (Invite-Only)
11:45 AM – 1:15 PM ET
Private Roundtable for Multifamily Developers (Invite-Only)
Detailed Agenda
Wednesday, March 22
5:00 – 7:00 PM ET
Welcome Reception
Hosted by:
Thursday, March 23
Schedule of Public Sessions
8:00 – 9:00 AM ET
Arrival and Breakfast
Hosted by:
8:20 – 8:50 AM ET
Multifamily Operator, Investor, Developer Tax Minimization Workshop
Presented by:
- Michael D’Onofrio, Managing Director, Engineered Tax Services
8:50 – 9:00 AM ET
Opening Remarks
Presented by:
- John M. Leonard, FVP & Regional Manager, Marcus & Millichap
9:00 – 9:35 AM ET
Southeast Multifamily Market Data & Economic Outlook Presentation
Presented by:
- John S. Sebree, SVP – Multifamily Division, Marcus & Millichap
9:40 – 10:25 AM ET
Equity Investment & Debt Finance for Multifamily Deals in the Southeast
Panelists:
- Ashley Casaday, Executive Managing Director – Capital Markets, RangeWater
- Ronald Muzii, Managing Director, Canyon Partners
- Ron Wallach, Principal, Ares Management
- Stephen Wetherill, Director – Acquisitions, LEM Capital
Moderator:
- Marc Sznajderman, SVP & Head of Production – Eastern Region, Marcus & Millichap
10:30 – 11:15 AM ET
Southeast Development, Construction & Design Trends Panel
Panelists:
- Jay Curran, President – Multifamily, Crescent Communities
- Morris Kaplan, President, Kaplan Residential
- Harvey Wadsworth, Managing Director, Portman Residential
- Jenny Williams, Associate Principal, Cooper Carry
Moderated by:
- Timothy Zwerner, Partner, Burr & Forman
11:15 – 11:45 AM ET
Networking Break
11:45 – 12:05 PM ET
Solving Homelessness Through For-Profit Rental Programs
Presented by:
- Philip Payne, Chairman, Gingko REIT, Co-Founder, Lotus Campaign
- Bill Green, Principal, Ginkgo Residential
12:10 PM – 12:50 PM ET
Southeast Emerging Sub-Markets & Value Add Opportunities
Panelists:
- Brett Duke, Chief Operating Officer, Atlantic Pacific Companies
- Jeff Ehrlich, Vice President, Olive Tree Holdings
- Tristan Last, Managing Director, Arch Companies
- Andrew Schwarz, Founder & CEO, Audubon Communities
Moderated by:
- Norman Praet, Managing Partner, Brownlee Whitlow & Praet
12:55 – 1:35 PM ET
Apartment Property Operations & Technology
Panelists:
- Alan King, Head of Property Management, Berkshire Residential
- Tim Reardon, Chief Operating Officer, Bridge Property Management
- Roman Stephens, SVP – Operations, Northland
- Jackie Ware, Chief Strategy Officer, Pegasus Residential
Moderated by:
- Bob Lane, Managing Director – Risk Solutions, Brown & Brown
1:35 – 2:00 PM ET
Networking Lunch
2:00 – 2:45 PM ET
Keynote: Steven Shores, Chief Executive Officer, RangeWater
Keynote:
- Steven Shores, Chief Executive Officer, RangeWater
Interviewer:
- John S. Sebree, SVP & National Director – Multifamily, Marcus & Millichap
2:50 – 3:30 PM ET
National & Regional Multifamily Macro Trends Impacting the Southeast
Panelist:
- Jennifer Crosby, President & CEO, Crosby Design Group
- Daniel Eller, President & CEO, Eller Capital Partners
- Litt Glover Jr., Chief Executive Officer, Batson-Cook Development
- Lisa Hurd, Chief Investment Officer, Radco
- Jim Lott, Managing Director – Development, Waypoint Residential
Moderator:
- John M. Leonard, FVP & Regional Manager – Atlanta, Marcus & Millichap
3:30 – 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
Private Roundtable for Multifamily Operators (Invite-Only)
This 90-minute private meeting is exclusive to leaders in apartment property operations. This is an invite-only session.
11:45 AM – 1:15 PM ET
Private Roundtable for Multifamily Developers (Invite-Only)
This 90-minute private meeting is exclusive to investors who buy and rehab apartment properties. This is an invite-only session.
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
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.