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Speakers and Panels

Capital Flow and Alternative Assets

Greg Friedman

Greg Friedman

CEO & Managing Principal

Peachtree Group

Bruce Cohen

Bruce Cohen

Senior Managing Partner

Cortland

Max Rothkopf

Max Rothkopf

VP of Investments & Capital Markets

Cortland

Jeffrey Graham

Jeffrey Graham

Managing Partner

The Graham Group

Mark Riley

Mark Riley

SVP

Landmark Properties

Greg Friedman

CEO & Managing Principal

Peachtree Group

Since co-founding Peachtree Group in 2007, Greg has successfully

overseen investments exceeding $11.0 billion in commercial real estate

and various other enterprises.

With over 25 years of experience, he brings extensive experience in credit

and equity investing, particularly in hotels and other commercial real

estate assets. Previously, Greg served as senior vice president of business

development for Specialty Finance Group, where he originated more than

$2.0 billion of credit transactions.

Before that, Greg was vice president of business development for GMAC

Commercial Mortgage Asset-Backed Lending Division. During his six-year tenure, he originated, closed

and funded more than 300 hospitality FF&E financing transactions with an aggregate capital structure

exceeding $10.0 billion.

Greg is a graduate of the University of Texas at Austin and is a board member of the American Hotel &

Lodging Association. He also serves on the real estate fund advisory board for the Texas McCombs

School of Business at the University of Texas at Austin.

Bruce Cohen

Senior Managing Partner

Cortland

Bruce leads a variety of growth initiatives for Cortland, from capital under management to both geographic and product expansion. He brings 30 years of experience in real estate investment to Cortland, with a proven expertise in how real estate operating companies differentiate themselves and create value.

Max Rothkopf

VP of Investments & Capital Markets

Cortland

Max joined Cortland in 2019 and is Vice President of Investments and Capital Markets. Prior to joining Cortland, Max was a Senior Investment Manager in the real estate and infrastructure division at ADIA - a leading Sovereign Wealth Fund with over $800 billion in assets. During his 5 years at ADIA he focused on acquisitions across all property sectors in the Asia Pacific region. Prior to ADIA, Max spent 4 years at Century Bridge Capital, a real estate private equity firm focused on residential investments in China. Max has worked on over $4 billion in equity and debt investments since 2008.

Max holds a BA from Cornell University and an MBA from Harvard Business School.

Mark Riley

SVP

Landmark Properties

Mark served as the Managing Director of Investments with Inland America's student housing affiliate and delivered 4,400+ beds ranging from wrap wood frame projects to a 20-story mixed-use urban development. Prior to that, Mark spent 11 years in the extended-stay hotel business and developed 22 projects in markets across the Southeast for an affiliate of Security Capital Group. Mark earned his MBA at Emory University, and his BS in Mathematics & Economics from Wake Forest University.

In his spare time, Mark enjoys running, playing golf, and spending time with his wife & two sons.

2019 Recap and 2020 Forecast

George Wells

George Wells

EVP

Piedmont Office Realty Trust

Jarel Portman

Jarel Portman

Founding Principal

JPX Works

Clark Dean

Clark Dean

Executive Managing Director & Partner

Transwestern

Steve LaMontagne
Moderator

Steve LaMontagne

Partner & Real Estate Practice Leader

Moore Colson CPAs & Advisors

George Wells

EVP

Piedmont Office Realty Trust

George Wells serves as Executive Vice-President of our Southeastern Region. As such, he oversees all acquisition and development opportunities, as well as leasing and property management activity for twelve Class A office buildings totaling almost 4 million square feet located in Atlanta and Orlando. Mr. Wells has over 30 years of commercial real estate experience including approximately twelve years of service with Piedmont and its former advisor, Wells Real Estate Funds (“WREF”). Prior to joining WREF, Mr. Wells experience included tenures with Lend Lease Real Estate Investments and Equitable Real Estate. Mr. Wells is a member of the National Association of Industrial & Office Properties (NAIOP) and REAIC.

Jarel Portman

Founding Principal

JPX Works

Jarel Portman founded JPX Works, LLC in 2011 to focus on urban in-fill development and redevelopment

opportunities. Prior to JPX Works, Mr. Portman’s real estate career was focused in the areas of hospitality and

mixed-use development. Mr. Portman spent 25 years in the Portman family businesses, where he participated on

professional teams responsible for the following major projects:

 $185 million debt/equity recapitalization of the 750-room Westin Charlotte in Charlotte, NC;

 $175 million redevelopment of the historic Jin Ye Li town house district in Shanghai, China. Originally

constructed in 1929/1930 in the "Shikumen" style (a blend of French and Chinese architectural elements);

the project includes 63 hotel units, 54 strata title residences and 40,000 square feet of street-front retail;

 $25 billion joint venture development in lncheon, South Korea to be developed on 1,500 acres of urban

landfill. Portman Holdings' venture partners in this project include Samsung Corporation, Hyundai and a

public sector entity, the International Free Economic Zone ("IFEZ');

 The 5ongdo Landmark City project envisions office, hospitality, residential and retail uses within a pair of

linked 151 story towers;

 Branding, public relations, marketing and web presence leadership for various enterprises under the

Portman Companies umbrella (www.portmancompanies.com).

Mr. Portman earned a bachelor's degree in hotel management at Florida International University in 1986.

Clark Dean

Executive Managing Director & Partner

Transwestern

Clark Dean helps directs Transwestern’s Occupier Solutions business and is the founder of the company’s Transaction Sciences platform, which operates across service lines. Clark is a member of Transwestern’s Board of Directors and its National Occupier Solutions Steering Committee. He also helps lead the company’s global partnerships with BNP Paribas Real Estate and Devencore.

CAREER HIGHLIGHTS

With a background in biomedical engineering, management consulting, and financial structuring, Clark is known for being a disruptive innovator in the brokerage industry. His Transaction Sciences practice combines robust brokerage capabilities with behavioral science, organizational science, and decision science to deliver real estate solutions that optimize culture, function, and economics for occupiers and investors. Prior to joining Transwestern, Clark was a founding principal of Studley’s

Corporate Services Group where he spent over a decade working on some of the firm’s largest and most complex assignments. Before that, Clark was a management consultant and later chief operating officer for a management consulting firm specializing in strategic and operational consulting for insurance and financial service companies. He began his real estate career with Studley as a financial

analyst in Washington, DC.

Steve LaMontagne

Moderator

Moore Colson CPAs & Advisors

Steve LaMontagne is a Partner at Moore Colson and leads the firm’s Real Estate Practice. Steve has extensive experience in all sectors of the real estate, construction and hospitality industries, including fund managers and

advisors, registered investment advisors (RIAs), REITs, developers, institutional investment vehicles, operating properties, and syndication of private and public partnerships. During his 35+ years of experience in the real estate industry, several years were spent in capital markets working exclusively on real estate transactions. In his role as leader of the Moore Colson Real Estate Practice, he works with a variety of real estate clients. His expertise includes real estate investing, accounting, financial reporting, and auditing matters. Prior to joining Moore Colson, Steve was an Assurance Partner and leader of the Southeast Real Estate Practice with the international accounting firm of KPMG, LLP. Steve worked with KPMG, LLP since 1983 as a CPA. Steve became the leader of KPMG’s Atlanta real estate practice in 1997 and shortly thereafter became the Director of the Real Estate Practice for the entire southeastern United States. He also served on several National Committees utilizing his expertise in the area of real estate finance including leasing, mergers and acquisitions,

financings, public offerings and sales of real estate.

Keynote Presentation

Greg Winchester

Greg Winchester

Founder & CEO

Summit Investors

Greg Winchester

Founder & CEO

Summit Investors

Greg Winchester is the Founder and CEO of Summit Investors, LLC in Milton,

Georgia, an alternative advisory and investment firm. The firm specializes in

commercial and residential real estate investments in both North America and

Europe. The firm also invests in private operating companies, and provides advisory and consulting services. Mr. Winchester was the Co-Owner and Co-CEO of Trimont Real Estate Advisors, Inc. in Atlanta, Georgia until 2016. He has over 40 years in the banking and commercial real estate lending / investment industry and he has been involved in the portfolio management of over $225 billion in loans and real estate investments during his career. Prior to Trimont, he was an Executive Vice President of Lomas and Nettleton in Dallas, Texas and was with the First National Bank of Atlanta. Mr. Winchester is currently a member of the Real Estate Roundtable, the Auburn University Master of Real Estate Development Advisory Board, and the Atlanta Federal Reserve Bank – ULI Capital Markets

Committee. He serves an Adjunct Professor at Auburn University Master of Real Estate Development Program and is the Co-Founder of the University’s CityBuilders Program. He is also a member of the Anglo American Real Property Institute. He has previously served on the Board of Governors of the Commercial Real Estate Finance Committee (CREFC), and was a former member of various other industry associations in North America and Europe. Mr. Winchester has been involved throughout his career in a number of

non-profit leadership positions. Currently he serves as the Vice-Chairman of the Appalachian Trail Conservancy, a Board Member of the TriStar Community Investment Fund, and as the Atlanta City Leader for Generous Giving.

Summary

  1. Hunting for Yield: where is smart money looking for deals?

  2. What major projects in Atlanta will transform the CRE market next year?

  3. How will improvements to the Beltline and major developments alongside it impact Atlanta's transit and development pipeline?

  4. What is Atlanta's city council doing to add more affordable housing units throughout the city?

  5. What dominant development and design trends evolved in 2019 and which ones can we expect to stay?

Hunting for Yield: where is smart money looking for deals?

What major projects in Atlanta will transform the CRE market next year? 

How will improvements to the Beltline and major developments alongside it impact Atlanta's transit and development pipeline?

What is Atlanta's city council doing to add more affordable housing units throughout the city?

What dominant development and design trends evolved in 2019 and which ones can we expect to stay?

Venue

Grand Hyatt Atlanta
3300 Peachtree Road
N E, Atlanta, GA 30305

Ballroom/Floor: Grand Ballroom sections 2 & 3


The hotel offers self and valet parking. The hotel’s self-parking garage is located just adjacent to the hotel. Follow signs to “Hyatt Self-Parking Garage” Self-Park: Discounted Event Parking Rate is $10.00/self and $15.00/valet

Agenda

Time Activity
12:30 PM
1:30 PM
Coffee, Breakfast & Networking
1:30 PM
1:45 PM
Keynote Presentation
1:45 PM
2:30 PM
Capital Flow & Alternative Assets

Where is smart money chasing deals?

2:30 PM
3:15 PM
2019 Recap & 2020 Forecast

What can we expect for Atlanta's CRE market in 2020?

3:15 PM
3:30 PM
Post-Event Schmooze