Monday, June 2
5:30 – 8:00 PM
Welcome Reception
The Welcome Reception will be held the evening prior to the conference at Tin Roof Bistro in Manhattan Beach. The reception runs from 5:30 to 8:00 pm and includes drinks and finger food. Dress is typically business casual. The Welcome Reception is not included in the conference registration fee and requires a separate paid registration.
Tuesday, June 3
8:00 – 9:00 AM
Arrival and Breakfast
Hosted by:
8:30 – 8:55 AM
Multifamily Operator, Investor, Developer Tax Minimization Workshop
Michael D’Onofrio
Managing Director
Engineered Tax Services
9:00 – 9:10 AM
Opening Remarks
Beau Bonness
Associate Regional Manager
Marcus & Millichap
9:10 – 9:50 AM
California Multifamily Market Metrics & Industry Outlook Presentation
Hessam Nadji
Chief Executive Officer
Marcus & Millichap
9:55 – 10:25 AM
Keynote Conversation
Katie Porter
Former Congresswoman &
2026 California
Gubernatorial Candidate
Hessam Nadji
Chief Executive Officer
Marcus & Millichap
10:30 – 11:15 AM
Unlocking Capital: Updated Strategies for Raising Equity and Debt for Multifamily Deals
Ash Baraghoush
Senior Managing Director
TruAmerica Multifamily
Jordan Goforth
Managing Director
Ready Capital
Jennifer Halvas
Managing Director
Investor Relations
Cityview
Tricia Peterson
Managing Partner & COO
Accord Group
Wesley Wilson
CIO & CFO
Avanath Capital Management
John P. Manning
SVP & Head of Production
Western Region
Marcus & Millichap
Capital Corporation
Moderator
11:15 – 11:45 AM
Networking Break
11:45 AM – 12:30 PM
Operations 2.0: Leveraging People & Technology to Enhance Apartment Management & Performance
Andrew Doar
Client Strategy Partner
EliseAI
Chris Gray
President
Moss & Company
Simon Herrmann
Senior Business
Development Manager
PearlX
Danielle Holloway McCarthy
President
Advanced Management Company
Larry Kallestad
Managing Director
Real Estate
Greystar
Peter Standley
VP & Director – Multifamily
Marcus & Millichap
12:35 – 1:20 PM
Finding Value: Investment Strategies and Acquisitions in the Multifamily Market
Adrian Berger
Managing Director
Acquisitions
Cypress Equity Investments
Lindsay Crittendon
Chief Revenue Officer
Tailorbird
Todd Darling
Chief Operating Officer
Acacia Capital
Todd Hanson
Executive Vice President
American Realty Advisors
Jeff Remillard
Chief Investment Officer
Abacus Capital Group
Tony Solomon
SVP & District Manager
Marcus & Millichap
Moderator
1:20 – 1:50 PM
Networking Lunch
1:50 – 2:35 PM
Blueprints for Growth: Developing Affordable, Market Rate & Luxury Housing in Southern California
Joe Gambill
Development Partner
Hanover Company
Thomas Lawless
Managing Director
Hines
Ekta Naik
SVP – Development
SoLa Impact
Alexa Washburn
Chief Development Officer
National CORE
James Markel
First Vice President
& Regional Manager
Marcus & Millichap
Moderator
2:40 – 3:25 PM
Looking Forward: Key Perspectives from Market Leaders on Navigating a New Multifamily Cycle
Rebecca Clark
Chief Executive Officer
LINC Housing
Jerry Fink
Managing Partner
Bascom Group
Ken Lombard
President & Chief Executive Officer
Bridge Housing
Nicholas Matus
President & Chief Operating Officer
Benedict Canyon Equities
Kate Phelps
Principal
CLA
Moderator
3:25 – 4:00 PM
Networking Reception
Private Roundtables:
The PeerPod private roundtable is a closed-door, invite-only, off-the-record group conversation for groups up 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.
Contact Samantha Williams at sam@greenpearlevents.com if you’d like to join one of these.
9:45 – 11:15 AM
Private Roundtable for Multifamily Operators (Invite-Only)
9:45 – 11:15 AM
Private Roundtable for Multifamily Investors (Invite-Only)
11:45 AM – 1:15 PM
Private Roundtable for Multifamily Developers (Invite-Only)
11:45 AM – 1:15 PM
Private Roundtable for Multifamily Capital Markets (Invite-Only)
Detailed Agenda
Monday, June 2
5:30 – 8:00 PM
Welcome Reception (separate paid registration required)
The Welcome Reception will be held the evening prior to the conference at Tin Roof Bistro in Manhattan Beach. The reception runs from 5:30 to 8:00 pm and includes drinks and finger food. Dress is typically business casual. The Welcome Reception is not included in the conference registration fee and requires a separate paid registration.
Tuesday, June 3
Schedule of Public Sessions
8:00 – 9:00 AM
Arrival and Breakfast
Hosted by:
8:30 – 8:55 AM
Multifamily Operator, Investor, Developer Tax Minimization Workshop
Workshop Leader:
- Michael D’Onofrio, Managing Director, Engineered Tax Services
9:00 – 9:10 AM
Opening Remarks
Presented by:
- Beau Bonness, Associate Regional Manager, Marcus & Millichap
9:10 – 9:50 AM
California Multifamily Market Metrics & Industry Outlook Presentation
Presented by:
- Hessam Nadji, Chief Executive Officer, Marcus & Millichap
9:55 – 10:25 AM
Keynote Speakers
Panelists:
- Katie Porter, Former Congresswoman & 2026 California Gubernatorial Candidate
- Hessam Nadji, Chief Executive Officer, Marcus & Millichap
10:30 – 11:15 AM
Unlocking Capital: Updated Strategies for Raising Equity and Debt for Multifamily Deals
Panelists:
- Ash Baraghoush, Senior Managing Director, TruAmerica Multifamily
- Jordan Goforth, Managing Director, Ready Capital
- Jennifer Halvas, Managing Director – Investor Relations, Cityview
- Tricia Peterson, Managing Partner & COO, Accord Group
- Wesley Wilson, CIO & CFO, Avanath Capital Management
Moderated by:
- John P. Manning, SVP & Head of Production – Western Region, Marcus & Millichap Capital Corporation
11:15 – 11:45 AM
Networking Break
11:45 AM – 12:30 PM
Operations 2.0: Leveraging People & Technology to Enhance Apartment Management & Performance
Panelists:
- Andrew Doar, Client Strategy Partner, EliseAI
- Chris Gray, President, Moss & Company
- Simon Herrmann, Senior Business Development Manager, PearlX
- Danielle Holloway McCarthy, President, Advanced Management Company
- Larry Kallestad, Managing Director – Real Estate, Greystar
Moderated by:
- Peter Standley, VP & Director – Multifamily, Marcus & Millichap
12:35 – 1:20 PM
Finding Value: Investment Strategies and Acquisitions in the Multifamily Market
Panelists:
- Adrian Berger, Managing Director – Acquisitions, Cypress Equity Investments
- Lindsay Crittendon, Chief Revenue Officer, Tailorbird
- Todd Darling, Chief Operating Officer, Acacia Capital
- Todd Hanson, Executive Vice President, American Realty Advisors
- Jeff Remillard, Chief Investment Officer, Abacus Capital Group
Moderated by:
- Tony Solomon, SVP & District Manager, Marcus & Millichap
1:20 – 1:50 PM
Networking Lunch
1:50 – 2:35 PM
Blueprints for Growth: Developing Affordable, Market Rate & Luxury Housing in Southern California
Panelists:
- Joe Gambill, Development Partner, Hanover Company
- Thomas Lawless, Managing Director, Hines
- Ekta Naik, SVP – Development, SoLa Impact
- Alexa Washburn, Chief Development Officer, National CORE
Moderated by:
- James Markel, First Vice President & Regional Manager, Marcus & Millichap
2:40 – 3:25 PM
Looking Forward: Key Perspectives from Market Leaders on Navigating a New Multifamily Cycle
Panelists:
- Rebecca Clark, Chief Executive Officer, LINC Housing
- Jerry Fink, Managing Partner, Bascom Group
- Ken Lombard, President & Chief Executive Officer, Bridge Housing
- Nicholas Matus, President & Chief Operating Officer, Benedict Canyon Equities
Moderated by:
- Kate Phelps, Principal, CLA
3:25 – 4:00 PM
Networking Reception
Additional sessions to be announced.
Schedule of Exclusive Sessions
Private Roundtables:
The PeerPod private roundtable is a closed-door, invite-only, off-the-record group conversation for groups up 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.
Contact Samantha Williams at sam@greenpearlevents.com if you’d like to join one of these.
9:45 – 11:15 AM
Private Roundtable for Multifamily Operators (Invite-Only)
9:45 – 11:15 AM
Private Roundtable for Multifamily Investors (Invite-Only)
11:45 AM – 1:15 PM
Private Roundtable for Multifamily Developers (Invite-Only)
11:45 AM – 1:15 PM
Private Roundtable for Multifamily Capital Markets (Invite-Only)
Get Involved!
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.
Featured 2025 Conference Sponsors:
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