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IN-PERSON EVENT COVID-19 GUIDELINES

This event will be in-person and will follow local guidelines to ensure the safety of all attendees. We will have a capacity limit and it is highly likely this event will sell out. We will advise on any necessary precautions closer to the event.

Speakers and Panels

Alex Barroso

Alex Barroso

President of Development, Southeast/Mid-Atlantic

Bainbridge

Alex Barroso

President of Development, Southeast/Mid-Atlantic

Bainbridge

Alex brings more than 20 years to his role as President of Development. He is responsible for overseeing all Bainbridge’s development activities in the Southeast and mid-Atlantic markets.

Alex’s experience expands across the development of affordable and market rate apartment communities in the Southeast and Mid-Atlantic totaling over 8,000 units with a total capitalization approaching $1.5 billion. He holds a Masters of Business Administration from Indiana University and his Bachelor of Science in Civil Engineering from Florida State University. Alex maintains a license as a Florida certified general contractor.

Prior to Bainbridge in 2016, Alex was the Managing Director in South Florida for Mill Creek Residential Trust where he was responsible for the development, construction and disposition of over 1,700 units.

Innovations in Multifamily

Analyzing the tech, operations, and amenity shifts in today's residences, and which trends will remain long term

Bill Loomis

Bill Loomis

Principal

Smallwood

TJ Norman

TJ Norman

Area VP

Morgan Properties

Mike Rosen

Mike Rosen

Housing Practice Leader

Progressive AE

Gary Pestana

Gary Pestana

Managing Director, Real Estate

NFP

Dustin Smith

Dustin Smith

SVP

NFP

Kyle Burrows
Moderator

Kyle Burrows

Manager of the East Region, Multifamily Dev. & Sales

Quantum Fiber

Bill Loomis

Principal

Smallwood

Bill is a Principal of Smallwood, a world-wide design firm providing architecture, interior design, landscape architecture, and experiential graphics services. He has 18 years of professional experience in Architectural Design and Project Management for a broad range of projects including Multifamily, Commercial Office, Performing Arts, Worship and Industrial developments. His most recent experiences include The Walter, a 34 story, 376-unit Multifamily tower in the Park District of North Hills and the multi-year SkyHouse Program with 18 high-rise, urban, multifamily towers with over 6,000 units and 7,100-spaces of structured parking. Bill holds Undergraduate and Graduate degrees from the University of Cincinnati.

TJ Norman

Area VP

Morgan Properties

As Area Vice President for North Carolina and South Carolina at Morgan Properties, T.J.

Norman oversees the operation of an over 4,968-unit portfolio. His primary responsibilities

include the development and implementation of programs, initiatives and strategies that

promote the achievement of optimum operational, financial and business performance

throughout his region.

T.J. has over 19 years of experience within the multifamily industry. He joined Morgan

Properties in 2014 as a Regional Property Manager for nine apartment communities throughout

Maryland and Virginia. Prior to Morgan Properties, T.J. held the positions of Director of

Marketing at Bernstein Management Corporation; Regional Manager at Aimco; and Property

and Regional Manager at Mid-America Apartment Communities (MAA).

T.J. earned a Bachelor of Science in Psychology from College of Charleston. He is a Certified

Apartment Manager (CAM), Certified Apartment Portfolio Supervisor (CAPS), and National

Apartment Leasing Professional (NALP) through the National Apartment Association.

Outside of work, T.J. enjoys stock trading, playing basketball, hunting, and fishing.

Mike Rosen

Housing Practice Leader

Progressive AE

As a recognized leader in the architecture and technology communities, Mike Rosen is considered a trendsetter in the residential architecture industry. His areas of expertise include master planning, entitlement, new product design, visualization services, real estate evaluation, and sustainability and technology consulting.

Credited with the design of over 4,000 projects, Mike’s work experience spans residential, commercial, medical, and industrial facilities. He was the 66th architect in the world to attain his LEED AP ND designation in 2011, and was a beta tester for the LEED ND exam. Mike’s LEED AP ND sustainable master planning designation and forward-thinking green projects, along with his experience with advanced visualization technologies, have helped to establish Progressive AE as a thought leader on the national housing stage. He is a sought after public speaker on a variety of housing topics and has garnered recognition in publications such as the Philadelphia Business Journal, Residential Architect, The New York Times, Computer Graphics World, and The Wall Street Journal.

Gary Pestana

Managing Director, Real Estate

NFP

Gary Pestana leads the Real Estate Group for NFP. He is responsible for NFP’s growth initiatives in the real estate sector, including owners, managers, operators and developers of commercial, residential, hospitality and industrial sectors. With nearly three decades of experience in consulting services to real estate owners, operators and developers, Gary brings expertise and experience in property, casualty, environmental and management liability insurance. Gary also assists clients with strategy, negotiation, structure and claims advocacy for the full range of construction brokerage services, including OCIPs, surety and builder’s risk. He earned his B.A. in Geology at Humboldt State University and his MBA at Claremont Graduate University. Gary is also a Licensed Professional Geologist in the State of California.

Dustin Smith

SVP

NFP

With over 15 years of experience providing risk advice and consultative services to contractors and real estate owners/developers, Dustin brings expertise and experience in risk adjusted financing vehicles. With a focus on supporting the development and strategy of the Real Estate and Construction Groups, Dustin provides counsel to other related NFP entities delivering a seamless cross border service platform for clients domestic and abroad. Through the efforts of supporting the Real Estate and Construction Groups, he works towards market and product development, talent growth, and market relationships. Dustin is well versed across all lines of insurance providing senior level support with risk financing strategy, negotiation, design, and execution across the spectrum of operational and development activities as well as brokerage services, including casualty, property and builder’s risk, surety, professional and environmental liability, project-specific programs, and alternative risk finance. Prior to joining NFP, Dustin served as a Broker and Client Executive for JLT with a focus and specialization in the Real Estate and Construction Industries. Dustin earned a Bachelor of Science degree in Accounting from the University of Arizona, Tucson, AZ, and received his Masters of Business Administration and Certificate in Financial Analysis and Valuation from the University of Southern California, Los Angeles, CA. Dustin has also earned the Chartered Property Casualty Underwriter (CPCU) and Associate in Risk Management (ARM) designations.

Kyle Burrows

Moderator

Quantum Fiber

Kyle Burrows is the Manager of the East Region

Multifamily Development and Sales team for

Quantum Fiber, a segment within the Mass Markets

division of Lumen, a global technology company

based in Monroe, LA. serving customers in North

America and 60 countries around the world.

Since joining the organization in 2013, Kyle has

managed diverse operational and support teams

ranging from retail to product rollouts and fiber

network expansions.

Based on Kyle’s expertise and vision for connected communities, he has

transitioned to lead a team of account mangers providing fiber-based property

wide Instant WiFi solutions to multifamily properties in markets across the East &

Central region.

Kyle resides in Wisconsin with his wife Michele and their two daughters, Cali (11)

and Caydence (2). Kyle is an avid outdoorsman and enjoys introducing his family

and friends to the greater outdoors.

CLT Multifamily Development and Design Outlook

What you need to know to make a splash in Charlotte's multifamily scene

Morris Kaplan

Morris Kaplan

President

Kaplan Residential

Alex Eyssen

Alex Eyssen

Senior Managing Director, Development

Mill Creek Residential

Ashley Peterson

Ashley Peterson

Director

Crescent Communities

John Manning

John Manning

SVP

Foundry Commercial

David Klepser

David Klepser

Managing Director, Head of Development

Ram Realty Advisors

Carrie Frugé
Moderator

Carrie Frugé

Strategic Account Director

Juniper Square

Morris Kaplan

President

Kaplan Residential

There’s so much to say about Morris Kaplan. He’s definitely a man of high energy. Also one of engineering knowhow, family closeness, spiritual conviction, keen insights, operational acumen, land discoveries, constant integrity, vanguard achievements, widespread generosity, worldly travel, New Jersey roots and a Florida address.

That’s the CliffsNotes bio. Here’s the longer one.

It all started in 1976 when Morris graduated from Rutgers University with a degree in civil engineering. Educated, eager and motivated, he applied his energies to gaining hands-on experience.

Morris’ roots began by learning construction from the ground up during 25 years in the field. Over the next two decades, his development expertise blossomed into all the various disciplines of real estate – closely following the career path of his revered father.

It’s not surprising. Family is and always has been universally central to Morris. A dad of three and grandfather as well, he’s married to the wise and lovely Sandra Lisman Kaplan, who puts it this way:

“My biggest and most important titles are Daughter, Wife, Mother, Grandmother, Sister, Aunt, and Friend. For me, my family is what always comes first.”

Besides being occupied with the responsibilities listed above, Sandra makes it her business to support Morris and provide exceptional insight on issues that sometimes frustrate him. She has been a great sounding board for the whole Kaplan team. Her passion to see the firm’s projects succeed is evidenced by her participation in various aspects of communities that have been developed and ones currently on the drawing board. Behind every successful man is a great woman . . . that is Sandra. Morris is wholeheartedly thankful to have a great partner like her.

Ranking second in devotion is the couple’s love of community. Giving back is instinctive, their service to Jewish organizations undeniable. He’s a past president of Young Israel of Bal Harbour, KSpace, Bris Avrohom and Monmouth Torah Links and is active in these and many more. On top of that, he’s built four synagogues, two in Florida and two in New Jersey. Sandra has also been actively involved for 35 years in Women’s International Zionist Organization (WIZO).

With religion such a huge part of his life, integrity is a credo without boundaries for Morris. He’s resolute about doing the right thing. All the time. Regardless. In and outside of work.

His track record is an eye-opener. Kaplan has developed 30,000 homes and 3 million square feet of non-residential projects over the last 46 years as a family company. Very focused on big dreams, Kaplan has a long-term goal of developing a billion dollars of real estate on a bi-annual basis. On the way to that target, he’s accomplishing some very daunting feats.

From developing master-planned communities, working through environmentally challenging sites to build apartments, implementing new technologies like lightweight steel framing and modular constructions, building in urban or suburban markets, Morris has overseen projects that would have stymied most large and national developers.

Operating ahead of the curve, Morris has instituted a slogan – The Impossible is Possible.

Following his 1986 move to open up new markets in the Southeast, his 450 Piedmont development made headlines as the first private development in downtown Atlanta. Soon more and more Kaplan Residential developments were rising up in cities throughout Georgia, Florida, the Carolinas . . . and the groundbreaking announcements just keep on coming. All of this has come full circle in that Kaplan Residential recently broke ground in downtown Atlanta on a 17-story high-rise utilizing a lightweight steel framing technology, the first installation of its kind in the U.S.

Like we said, Morris Kaplan is definitely a high-energy guy.

Alex Eyssen

Senior Managing Director, Development

Mill Creek Residential

Alex Eyssen serves as Managing Director of Development for North and South Carolina and oversees the company’s 16th regional office, located in Charlotte, North Carolina. Mr. Eyssen has more than 12 years of experience in real estate development and has been directly involved in development of multifamily and student housing communities in excess of $500 million. Mr. Eyssen has also practiced as a trial attorney handling land use matters.

Prior to joining Mill Creek, Mr. Eyssen was Vice President of Development for The Bainbridge Companies and worked on projects in North Carolina, South Carolina, and Florida. Prior to Bainbridge, Mr. Eyssen served as Vice President of Development, Acquisitions and Dispositions at Charlotte-based Campus Crest Development, the national real estate development company for Campus Crest Communities. Here, he helped the company’s ground-up efforts to build a $1.9 billion portfolio of student housing assets.

Mr. Eyssen holds a Juris Doctor from St. Mary’s University, a Bachelor of Science from McMurry University, and is a member in good standing with the Texas Bar Association.

John Manning

SVP

Foundry Commercial

John Neal Manning serves as a Senior Vice President for Foundry Commercial on the Multifamily Advisory Team in Raleigh, NC. John’s team focuses on the acquisition and disposition of Market Rate, LIHTC, Student Housing, and Land Development Opportunities across the Carolinas. John has a comprehensive understanding of each market within the Carolinas and oversees business development, underwriting, marketing, and manages multiple transactions simultaneously. John has worked on over 100 transactions in his career totaling over $900,000,000 dollars.

Prior to joining Foundry Commercial, John Neal worked on the Colliers International's Raleigh-Durham Multifamily Advisory where he co-managed all team operations. John’s team was recognized as the 2019 and 2020 top producers with Colliers RDU.

David Klepser

Managing Director, Head of Development

Ram Realty Advisors

David Klepser is based out of Ram’s Charlotte, NC office and joined the company in 2014. He is responsible for managing the acquisition, development, construction, and asset management functions for the Carolinas.

Mr. Klepser graduated from the College of William & Mary with a B.B.A. degree in 1997. Upon graduation, he worked for six years with the Investment Banking Group at First Union/Wachovia Securities (now Wells Fargo Securities) in Charlotte, NC where he executed financing, recapitalization, and strategic advisory assignments. After completing his M.B.A. at the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill in 2005, Mr. Klepser joined Grubb Properties in Charlotte, NC and worked in a variety of roles in the development, finance, investments, and brokerage divisions.

Carrie Frugé

Moderator

Juniper Square

Carrie Frugé represents Juniper Square as a Strategic Account Director, where she works directly with developers and private equity real estate investment managers in all facets of business development. Prior to Juniper Square, she specialized in enterprise cyber security software sales for SailPoint ($1B IPO) and CA Technologies. Her decade-long expertise in identity management, cyber security and unstructured data offers a security minded perspective to managers. Carrie is a graduate of Southern Methodist University’s School of Engineering, receiving a Computer Science degree.

Why This Matters

What You'll Learn: 

  • How has COVID-19 affected Charlotte's multifamily pipeline?

  • Balancing affordability and luxury: as the population surges in Charlotte, how are developers incorporating more affordable units?

  • Where are the hottest neighborhoods for residents?

  • What top amenities are residents seeking, and which of these trends are products of, or accelerated by, the pandemic?

  • How are lenders creatively financing these multifamily projects?

How You'll Do More Business: Charlotte's multifamily markets is one of the hottest in the country, with new jobs and residents flocking to the Queen City. As the population surges, learn where to make the best investment and what today's residents are seeking. 

Who You’ll Meet: The region's top multifamily owners and developers, property managers, and more. 

What Does Your Ticket Get You: Bisnow events bring together the biggest power players in the industry to identify opportunities, build your network and expand your business. With the largest audience of commercial real estate professionals in the world, no one knows how to help your business more than us. 

Questions about your ticket purchase or interested in sponsoring? Reach out to digitalsummits@bisnow.com for customer support. 

For questions, recommendations, comments, or press inquiries please email our Mid-Atlantic Senior Event Producer, Elizabeth Baker, at liz.baker@bisnow.com 

Venue

Le Meridien - Sheraton Charlotte Hotel
555 South McDowell St
Charlotte NC, 28204

Ballroom: Carolina Ballroom, 1st Floor


$10.00 discounted parking

Get Directions

Agenda

Time Activity
12:00 PM
1:00 PM
Registration, Networking, & Breakfast
1:00 PM
1:45 PM
Innovations in Multifamily

Analyzing the tech, operations, and amenity shifts in today's residences, and which trends will remain long term

1:45 PM
2:00 PM
Networking Break!
2:00 PM
3:00 PM
CLT Multifamily Development and Design Outlook

What you need to know to make a splash in Charlotte's multifamily scene

3:00 PM
3:30 PM
More Networking!