Wednesday, October 29


Detailed Agenda

5:00 pm – 7:00 pm
Welcome Reception in Dallas
Welcome Reception Venue
Address: 88 Nolan Ryan Expressway N, Arlington, TX 76011
Thursday, October 30

8:00 am – 9:00 am
Arrival and Breakfast
Hosted by:

8:20 am – 8:45 am
Tax Minimization Workshop

8:50 am – 9:00 am
Opening Remarks

9:00 am – 9:35 am
Texas Multifamily Market Outlook Presentation

9:35 am – 10:05 am
Keynote Conversation with Blackstone

10:10 am – 10:50 am
Capital Solutions for Today’s Multifamily Market: Sourcing Debt and Equity Effectively

10:55 am – 11:35 am
Building Tomorrow: Trends and Outlook for Affordable and Market Rate Development Across Texas

11:35 am – 12:00 pm
Networking Break

12:00 pm – 12:45 pm
Innovating for Excellence: Empowering Apartment Operations through People, Processes, and Technology

Mike Ballard
Partner
Ascent Multifamily Accounting
Moderator

12:50 pm – 1:40 pm
Competitive Positioning: Navigating Value Creation and Opportunity in Multifamily Investments

Ammanuel Metta
Managing Director
Acquisitions
TruAmerica Multifamily

1:40 pm – 2:10 pm
Networking Lunch

2:10 pm – 2:55 pm
The Road Forward: Market Leader Insights on Key Trends to Watch in Multifamily

2:55 pm – 3:40 pm
Keynote Conversation with Del Walmsley, Founder & CEO of Lifestyles Unlimited

3:40 pm – 4:15 pm
Networking Reception

Closed-Door 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:

9:45 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
Multifamily Capital Markets Private Roundtable (Invite-Only)
Detailed Agenda
Wednesday, October 29
5:00 pm – 7:00 pm
Welcome Reception in Dallas
Welcome Reception Venue
The Veranda (inside the Farena Restaurant)
Address: 888 Nolan Ryan Expressway N, Arlington, TX 76011
Thursday, October 30
Schedule of Public Sessions
8:20 am – 8:45 am
Tax Minimization Workshop
Presented by:
- Michael D’Onofrio, Managing Director, Engineered Tax Services
8:50 am – 9:00 am
Opening Remarks
Presented by:
- Mark McCoy, VP & Regional Manager – DFW, Marcus & Millichap
9:00 am – 9:35 am
Texas Multifamily Market Outlook Presentation
Presented by:
- John Chang, SVP – Chief Intelligence & Analytics Officer, Marcus & Millichap
9:35 am – 10:05 am
Keynote Conversation with Blackstone
Keynote Speakers:
- Glen Bartley, Chief Operating Officer, Blackstone Real Estate Income Trust
- Paul Quinlan, Global Real Estate Chief Financial Officer, Blackstone
Moderated by:
- Andrew Leahy, SVP & National Director – Multifamily, Institutional Property Advisors
10:10 am – 10:50 am
Capital Solutions for Today’s Multifamily Market: Sourcing Debt and Equity Effectively
Panelists:
- Joseph Bramante, Founder & CEO, TriArc Properties
- Robert Martinez, Chief Executive Officer, Rockstar Capital Management
- Brad Moynihan, Senior Vice President, Marble Capital
- Ben Suttles, Managing Partner, Disrupt Equity
Moderated by:
- John P. Manning, SVP & Head of Production – Western Region, Marcus & Millichap Capital Corp.
10:55 am – 11:35 am
Building Tomorrow: Trends and Outlook for Affordable and Market Rate Development Across Texas
Panelists:
- Jason Arechiga, Senior Vice President – Development, NRP Group
- Joel Behrens, Managing Director, Trammell Crow Company
- Marcy Phillips, Managing Director – Central Texas, Crescent Communities
- Paul Stell, CEO & Co-Founder, Stellar Family of Companies
Moderated by:
- Zachary Chauhan, Shareholder, Winstead
11:35 am – 12:00 pm
Networking Break
12:00 pm – 12:45 pm
Innovating for Excellence: Empowering Apartment Operations through People, Processes, and Technology
Panelists:
- Daniel Ebner, President, Knightvest Residential
- Melanie French, Chief Executive Officer, RR Living
- Loyal Proffitt, President, United Apartment Group
- Emily Watson, Chief Operating Officer, Lantower Residential
Moderated by:
- Mike Ballard, Partner, Ascent Multifamily Accounting
12:50 pm – 1:40 pm
Competitive Positioning: Navigating Value Creation and Opportunity in Multifamily Investments
Panelists:
- Tim Cantwell, Chief Executive Officer, Tailorbird
- Damian Gancman, Chief Investment Officer, Cityview
- Ammanuel Metta, Managing Director – Acquisitions, TruAmerica Multifamily
- Shane Thomas, Managing Partner, Catalyst Equity Partners
Moderated by:
- Mark Cantrell, President & Founder, Cantrell McCulloch
1:40 pm – 2:10 pm
Networking Lunch
2:10 pm – 2:55 pm
The Road Forward: Market Leader Insights on Key Trends to Watch in Multifamily
Panelists:
- Todd Johnson, President, Caldwell Residential
- Ian Mattingly, President, LUMA Residential
- Adnan Merchant, Managing Partner, MW Law – Stewart Title
- Ricardo Rivas, Chief Executive Officer, AOG Living
Moderated by:
- Dee Estep, Principal, CLA
2:55 pm – 3:40 pm
Keynote Conversation with Del Walmsley, Founder & CEO of Lifestyles Unlimited
Keynote Speaker:
- Del Walmsley, Founder & CEO, Lifestyles Unlimited
Interviewer:
- Peter Standley, VP & Director – Multifamily, Marcus & Millichap
3:40 pm – 4:15 pm
Networking Reception

Closed-Door 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:
9:45 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
Multifamily Capital Markets Private Roundtable (Invite-Only)
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.

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