Detailed Agenda

Schedule of Public Sessions

All sessions are held in-person at the Westin Galleria in Dallas

8:00 – 9:00 AM CT
Arrival and Breakfast

8:20 – 8:50 AM CT
Multifamily Operator, Investor, Developer Tax Minimization Workshop

Michael D'Onofrio

Michael D’Onofrio
Managing Director
Engineered Tax Services

8:50 – 9:00 AM CT
Opening Remarks

9:00 – 9:35 AM CT
Texas Multifamily Market Data & Economic Outlook Presentation

John Sebree

John S. Sebree
SVP & National Director
Multifamily
Marcus & Millichap

9:40 – 10:20 AM CT
Multifamily Investment & Finance

Jeff Pirhalla

Jeff Pirhalla
Executive Vice President
BankFinancial

Jay Porterfield

Jay Porterfield
Executive Director
Agency Originations

PGIM Real Estate

Richard Robinette

Richard Robinette
Partner
Crowdfunding Lawyers

Jon Siegel

Jon Siegel
Chief Investment Officer
RailField Partners

Jeff Staubach

Jeff Staubach
Founding Partner
Staubach Capital

John Manning

John P. Manning
Senior Vice President
Marcus & Millichap
Capital Corporation
Moderator

10:25 – 11:05 AM CT
Development, Construction & Design Trends

Ben Brewer

Ben Brewer
Senior Managing Director
Hines

Debra Guerrero

Debra Guerrero
SVP – Strategic Partnerships
& Government Relations
NRP Group

Jason Haun

Jason Haun
SVP – Texas Development
ZOM Living

Ricardo Rivas

Ricardo Rivas
Chief Executive Officer
Allied Orion Group

Justin Bryant

Justin Bryant
EVP – Sales
Perma Pier
Foundation Repair of Texas
& Blacktie Plumbing

Jonathan Delcambre

Jonathan Delcambre
Senior Design Leader
& Managing Partner
BKV Group

11:05 – 11:40 AM CT
Networking Break

11:40 – 11:50 AM CT
Avoiding Pitfalls when Raising Equity Capital from High Net Worth Investors

A little known fact is that raising private capital for your deals requires compliance with specific securities regulations, both for issuing shares in your deals and for selling those shares. Compensating unlicensed capital raisers can mean big trouble for everyone involved. In this brief presentation, we’ll walk you through the rules on raising private capital and best practices for compensating your team.

Richard Robinette

Richard Robinette
Partner
Crowdfunding Lawyers

11:55 AM – 12:35 PM CT
Acquisitions, Investment & Dispositions of Existing Assets

Jason Busboom

Jason Busboom
President & Co-Founder
Busboom Group

Rick Chesney

Rick Chesney
Managing Partner
Sentinel Peak Capital Partners

Zamir Kazi

Zamir Kazi
Chief Executive Officer
ZMR Capital

Matthew Stone

Matthew Stone
Managing Partner & CEO
Clearworth Capital

Mark Cantrell

Mark Cantrell
President
Cantrell McCulloch

Chris Barsness

Chris Barsness
Attorney
Patel Law Group
Moderator

12:40 – 1:20 PM CT
Apartment Operations & Technology

Kelly Blaskowsky

Kelly Blaskowsky
Chief Operating Officer
Capstone Real Estate Services

Hugh Cobb

Hugh Cobb
Principal
Asset Living

Rachel Mondelli

Rachel Mondelli
Senior Vice President
Bridge Property Management

1:20 – 1:50 PM CT
Networking Lunch

2:05 – 2:35 PM CT
Keynote Conversation with Harry Bookey, Chairman, BH Management

Harry Bookey

Harry Bookey
Chairman
BH Management
Keynote

John Sebree

John S. Sebree
SVP & National Director
Multifamily
Marcus & Millichap
Interviewer

2:40 – 3:25 PM CT
Texas Multifamily Leaders Discuss Macro Trends

Colin Apple

Colin Apple
Senior Managing Director
& Co-CIO
Bridge Investment Group

Richard Fishman

Richard Fishman
Founder & President
The Valcap Group

Paul Hendershot

Paul Hendershot
Senior Director
Market Analytics

CoStar

Demetrio Jimenez

Demetrio Jimenez
President
Tropicana Properties

Tim Speck

Tim Speck
SVP & Division Manager
Marcus & Millichap
Moderator

3:25 – 4:00 PM CT
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.

8:50 – 10:20 AM CT
Private Roundtable for Multifamily Operators (Invite-Only)

11:45 AM – 1:15 PM CT
Private Roundtable for Multifamily Developers (Invite-Only)

Detailed Agenda

Schedule of Public Sessions

All sessions are held in-person at the Westin Galleria in Dallas

8:00 – 9:00 AM CT

Arrival and Breakfast

8:20 – 8:50 AM CT

Multifamily Operator, Investor, Developer Tax Minimization Workshop

Workshop Leader:

  • Michael D’Onofrio, Managing Director, Engineered Tax Services

8:50 – 9:00 AM CT

Opening Remarks

9:00 – 9:35 AM CT

Texas Multifamily Market Data & Economic Outlook Presentation

Presented by:

  • John S. Sebree, SVP & National Director – Multifamily, Marcus & Millichap

9:40 – 10:20 AM CT

Multifamily Investment & Finance

Speakers:

  • Jeff Pirhalla, Executive Vice President, BankFinancial
  • Jay Porterfield, Executive Director – Agency Originations, PGIM Real Estate
  • Richard Robinette, Partner, Crowdfunding Lawyers
  • Jon Siegel, Chief Investment Officer, RailField Partners
  • Jeff Staubach, Founding Partner, Staubach Capital

 

Moderated by:

  • John Manning, Senior Vice President, Marcus & Millichap Capital Corporation

10:25 – 11:05 AM CT

Development, Construction & Design Trends

Speakers:

  • Ben Brewer, Senior Managing Director, Hines
  • Debra Guerrero, SVP – Strategic Partnerships & Government Relations, NRP Group
  • Jason Haun, SVP – Texas Development, ZOM Living
  • Ricardo Rivas, Chief Executive Officer, Allied Orion Group
  • Justin Bryant, EVP – Sales, Perma Pier Foundation Repair of Texas & Blacktie Plumbing
  • Jonathan Delcambre, Senior Design Leader & Managing Partner, BKV Group

11:05 – 11:40 AM CT

Networking Break

11:40 – 11:50 AM CT

Avoiding Pitfalls when Raising Equity Capital from High Net Worth Investors

A little known fact is that raising private capital for your deals requires compliance with specific securities regulations, both for issuing shares in your deals and for selling those shares. Compensating unlicensed capital raisers can mean big trouble for everyone involved. In this brief presentation, we’ll walk you through the rules on raising private capital and best practices for compensating your team.

 

Presented by:

  • Richard Robinette, Partner, Crowdfunding Lawyers

11:55 AM – 12:35 PM CT

Acquisitions, Investment & Dispositions of Existing Assets

Speakers:

  • Jason Busboom, President & Co-Founder, Busboom Group
  • Rick Chesney, Managing Partner, Sentinel Peak Capital Partners
  • Zamir Kazi, Chief Executive Officer, ZMR Capital
  • Matthew Stone, Managing Partner & CEO, Clearworth Capital
  • Mark Cantrell, President, Cantrell McCulloch

Moderated by:

  • Chris Barsness, Attorney, Patel Law Group

12:40 – 1:20 PM CT

Apartment Operations & Technology

Speakers:

  • Kelly Blaskowsky, Chief Operating Officer, Capstone Real Estate Services
  • Hugh Cobb, Principal, Asset Living
  • Rachel Mondelli, Senior Vice President, Bridge Property Management

1:20 – 1:50 PM CT

Networking Lunch

2:05 – 2:35 PM CT

Keynote Conversation with Harry Bookey, Chairman, BH Management

Interviewed by:

  • John S. Sebree, SVP & National Director – Multifamily, Marcus & Millichap

2:40 – 3:25 PM CT

Texas Multifamily Leaders Discuss Macro Trends

Speaker:

  • Colin Apple, Senior Managing Director & Co-CIO, Bridge Investment Group
  • Richard Fishman, Founder & President, The Valcap Group
  • Paul Hendershot, Senior Director – Market Analytics, CoStar
  • Demetrio Jimenez, President, Tropicana Properties

 

Moderated by:

  • Drew Kile, Senior Managing Director, Institutional Property Advisors

3:25 – 4:00 PM CT

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.

8:50 – 10:20 AM CT

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 CT

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 Chairs

Marcus & Millichap
IPA

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.

Conference Sponsors

BankFinancial
BKV Group
CMI
CoStar
Crowdfunding Lawyers
Engineered Tax Services
MossAdams
Patel Law Group
PermaPier
PGIM Real Estate
Yardi

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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.