| November 30th, 2017 | |
| Agenda | |
| 08:00-09:00 AM | Registration and Refreshments |
| 09:00-09:10 AM | Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance |
| Ms. Belinda Schwartz, Partner & Chair, Real Estate Department, Herrick, Feinstein LLP | |
| Conference moderator: Mr. Andrew Fein, Principal, Heidrick & Struggles’ Global Financial Services Practice | |
| 09:10-09:30 AM | Fireside chat with Mr. Chaim Katzman, Founder & Chairman, Gazit Globe |
| Moderator: Ms. Carol Goodman, Partner & Co-Chair of the Litigation Department, Herrick, Feinstein LLP | |
| Carol Goodman, Co-Chair of Litigation at Herrick, will sit down for an intimate interview Mr. Chaim Katzman, Founder and Chairman, Gazit Globe, to speak about his extraordinary career as an owner, operator and developer of commercial, retail and residential real estate. They will discuss his thoughts on the future of the shopping center industry and, in particular, what we can expect for retailers and shopping center owners in 2018. | |
| 09:30-10:10 AM | Panel discussion: Technology in Real Estate |
| Moderator: Mr. Guy Vardi, Chief Innovation Officer, Silverstein Properties | |
| With: Mr. Sivan Blasenheim, Co-Founder & CEO, Rentigo, Mr. Marc Liebmann, Co-Founder & President, Cinch, Mr. Julien Bonneville, Founder & CEO, The Guarantors, Ms. Julia Ramsey, Co-Founder & CEO, Joinery | |
| With a global value of assets estimated over $200 trillion, the real estate industry is considered the last frontier for technology disruption. We will discuss how PropTech companies can overcome the challenge between the fast pace of tech and the static nature of buildings. Panelists will share insights into the ways that technology is shaping real estate trends and how disruptive companies can capture these opportunities. | |
| 10:10-10:30 AM | Mr. Scott Bennett, Vice President, Northeast Region, Wells Fargo Real Estate Asset Management – The Benefits of Direct Investment in Real Estate: A Family Office Perspective |
| 10:30-10:50 AM | Mr. Joseph A. McMillan, Chairman & CEO, DDG – Multi-family and Condominium Development in Gateway Markets |
| 10:50-11:10 AM | Mr. Benjamin Miller, CEO, FundRise – The Future of Finance is Online |
| 11:10-11:40 AM | Refreshment Break |
| 11:40-12:30 PM | Panel Discussion: Making the Family Business Work Across the Generations |
| Moderator: Ms. Belinda Schwartz, Partner & Chair, Real Estate Department, Herrick, Feinstein LLP | |
| With: Mr. Louis Tuchman, Partner & Co-Chair, Tax Department, Herrick, Feinstein LLP, Ms. Barbara Lawrence, Partner & Chair, Trusts & Estates Department, Herrick, Feinstein LLP, Ms. Lisa Weitzman, Vice President, EMMES Realty Advisors LLC, Mr. David Friedman, Managing Principal, Ella Valley Capital, Mr. Pierre DuPont, Partner, HPM Partners LLC, Mr. Doug Woodham, Managing Partner, Art Fiduciary Advisors | |
| A conversation about the complexities and opportunities family businesses face from growing the business, sustaining the business and making sure succession planning is in place for the business to thrive across the generations. We will cover ownership structures, management arrangements, financial dynamics, tax and personal planning implications and other hot topics, including competing needs and goals within the family. We will discuss how it often makes sense for these family businesses to become a structured family office. | |
| 12:30-12:50 PM | Ms. Desiree Patno, CEO & President, National Association of Women in Real Estate Businesses – Bringing Women’s Gender Equality to the Forefront of the Housing Ecosystem and Challenging the Way Financial Institutions do business |
| 12:50-1:10 PM | Dr. Keith Jurow, Real Estate Market Analyst – How can we know when is the best time to sell real estate? |
| 01:10-02:10 PM | LUNCH |
| 02:10-02:50 PM | Panel Discussion: Trends in US Real Estate 2018 |
| Moderator: Ms. Lisa Weitzman, Vice President, EMMES Realty Advisors LLC | |
| Mr. Tal Kerret, President, Silverstein Properties, Mr. Dov Hertz, Principal, DH Property Holdings LLC, Mr. Scott Bennett, Vice President, Northeast Region, Wells Fargo Real Estate Asset Management | |
| The panel will discuss the trends the industry is seeing as we come out of 2017 and begin a new year. We’ll discuss how the economic cycle and U.S. economy are shaping the tone of commercial real estate, how office and residential development are rapidly adapting to the changing needs of the nation, what foreign investment is currently looking like and the state of the ever complicated capital stack. | |
| 02:50-03:00 PM | Mr. Michael Packman, Principal, Keystone National Properties – Conservation Easement Option Tax Savings Strategy |
| 03:30-05:00 PM | Cocktail reception at the Mosafer on 24 W 57th St. |
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