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Speakers and Panels

Debt & Equity Outlook

Where Is The Money Flowing And How Is Capital Entering The Market?

Josh Katzin

Josh Katzin

Chief Investment Officer

AECOM

Chris Allman
Hosting Topic Table On Borrowing & Raising Capital In Today’s Market

Chris Allman

Principal & Partner, Capital Markets, Debt Group

CIM Group

Mike Hu

Mike Hu

Managing Director, Capital Markets

Gaw Capital Partners

Bruce Lowrey
Hosting topic table on Borrowing & Raising Capital In Today’s Market

Bruce Lowrey

Managing Director, Investments

CIM Group

Seth Grossman

Seth Grossman

Senior Managing Director

Meridian Capital

Blaise Golightly
Hosting Topic Table On Interest Rates & Hedging Strategies

Blaise Golightly

Director

Riverside Risk Advisors

Olga Zarney
Moderator

Olga Zarney

Managing Principal of Office

CLA

Josh Katzin

Chief Investment Officer

AECOM

Josh Katzin is Chief Investment Officer of AECOM Capital, where he is focused on sourcing, structuring, and negotiating complex development and value-add projects.

Previously Mr. Katzin was a Managing Director at ACORE Capital, a leading commercial real estate finance company, where he was responsible for the origination of transitional and construction debt in the Western U.S. Prior to joining ACORE, Mr. Katzin was Vice President of Acquisitions at Starwood Capital Group, where he sourced and executed direct commercial real estate acquisitions and joint ventures across asset types.

Mr. Katzin holds an A.B. in economics from Harvard College, a J.D. from Harvard Law School, and an M.B.A from Harvard Business School. He is a member of the California Bar and the Urban Land Institute.

Chris Allman

Hosting Topic Table On Borrowing & Raising Capital In Today’s Market

CIM Group

Chris Allman is a Principal in the Capital Markets – Debt Group at CIM Group, where he oversees real estate financing for assets owned or being acquired by CIM’s various investment vehicles, as well as fund level leverage. He also manages the firm’s banking relationships.

Over the course of his career at CIM, Mr. Allman has overseen the origination and closing of nearly 600 real estate and corporate financing transactions, as both a lender and borrower, totaling more than $82 billion in loan commitments.

Prior to joining CIM in 2013, Mr. Allman was Head of Capital Markets at Thayer Lodging Group/Brookfield Hotels, Senior Vice President in Capmark’s Hospitality Finance Division and an Investment Performance Analyst at Cambridge Associates.

Mr. Allman is a frequent speaker at leading industry events, including ULI, CREFC, ICSC, NAIOP, ALIS, the NYU Hotel Conference, Bisnow, and GlobeSt., among others.

He earned a Bachelor of Science degree in Finance and Environmental Science from Virginia Tech and a Master of Business Administration degree from S.C. Johnson School of Business at Cornell University.

Mike Hu

Managing Director, Capital Markets

Gaw Capital Partners

Mike Hu has over 14 years of real estate and management consulting experience and currently leads the Capital Markets team in the US. He is currently based in the LA office (Gaw USA headquarters) and is responsible for capital formation, co-investments, investor relations and marketing. He joined Gaw in 2011 and was previously a member of Gaw Capital Partners’ acquisitions and investment team based in Hong Kong (the global headquarters), and formerly worked for Tishman Speyer as part of their Leadership Development Program. While at Tishman Speyer, he completed rotations in their London and New York offices, working in acquisitions, debt financing/restructuring, property and asset management, and design & construction. Prior to business school, Mike was a strategy and operations consultant for five years focused primarily on the real estate and energy industries. He has significant experience working in Asia, Europe, and the US. Mike is conversationally fluent in Mandarin Chinese. He received his Bachelor of Arts in Economics/International Area Studies with college and Latin honors from University of California, Los Angeles (UCLA), and a Master of Business Administration from London Business School.

Bruce Lowrey

Hosting topic table on Borrowing & Raising Capital In Today’s Market

CIM Group

Bruce Lowrey has over 30 years’ experience in commercial real estate (‘CRE’)

investing (debt and equity), capital markets, and the management of CRE

lending operations. His focus has been on the hospitality sector where he has

been involved in the direct origination, underwriting and closing of over $13

billion in hotel loans across more than 800 separate transactions.

Prior to joining CIM he served as the chief lending officer for Access Point

Financial, as managing director of credit strategies at Rockbridge Capital and

as senior vice president and co-head of the Capmark Financial Group, Inc,

(formerly known as GMAC commercial mortgage) hospitality industry

division.

He is also experienced in the primary and secondary debt markets, as well as

the origination, management, and sale of both performing and non-

performing loans.

Seth Grossman

Senior Managing Director

Meridian Capital

Mr. Grossman is a Senior Managing Director at Meridian Capital Group. He opened the firm’s San Diego office in May 2011 charged with expanding the company’s presence throughout the western and southwestern states. In his 10+ years leading the west coast for Meridian, Mr. Grossman has built a team that has originated and closed more than $12 billion of debt and equity transactions spanning more than 600 loans across primary and esoteric asset types.

Prior to opening Meridian’s San Diego office, Mr. Grossman was a Structured Finance Analyst Fitch Ratings, a Principal at Mission Peak Capital, and worked in Meridian’s New York City office where he closed in excess of $3 billion.

Mr. Grossman attended NYU, where he received a Bachelor of Science in Finance and Management.

Industry Recognition:

2013: Named to Commercial Observer’s national list of “Top 20 Commercial Mortgage Brokers under 35”

2015: Named to Commercial Property Executive’s list of 17 national “Stars to Watch” in the real estate industry

2015: Named by Real Estate Forum as one of 20 “Tomorrow’s leaders of Southern California”

Blaise Golightly

Hosting Topic Table On Interest Rates & Hedging Strategies

Riverside Risk Advisors

Blaise joined Riverside Risk Advisors after spending more than ten years on a derivatives desk of a global bank. More specifically, Blaise led the development, structuring and execution of bespoke interest rate hedge strategies for private equity sponsors and corporate end-users within the real estate, power infrastructure, and entertainment finance sectors.

Riverside Risk Advisors is a boutique advisory firm offering unparalleled expertise in hedging interest rate, currency, equity, and commodity risk. As an advisor, Riverside supports developers and borrowers as part of your deal team, helping you lower costs, improve terms, optimize execution, and manage the execution of hedging programs.

Olga Zarney

Moderator

CLA

Olga Zarney is the Managing Principal of the Los Angeles office. Olga has 20 years of experience as a respected CPA and business advisor to entrepreneurs and their businesses. She provides tax compliance and planning for individuals, partnerships, closely-held businesses, corporations, and nonprofit organizations. She focuses on serving clients in the real estate industry including retail, office, residential, hospitality, industrial, and developers. Olga works closely with large real estate family owned offices to help them with tax saving strategies such as 1031 like-kind exchanges, cost segregation studies, use of federal and state tax credits and advises on entity formation and structure. She also works closely with attorneys on estate and gift tax planning to assist clients with a successful transition of family businesses to next generations. Additionally, Olga has handled tax controversy matters, including representation of taxpayers before federal, state, and local taxing authorities.

Evolution of the Capital Stack

Structuring Deals And Financing Strategies in Times of Uncertainty

Samuel Landman
Hosting Topic Table On Building Productive & Long-Term Relationships in CRE

Samuel Landman

Managing Principal

SL Equity

Gary Bechtel

Gary Bechtel

CEO

Red Oak Capital

Daniel Kattan

Daniel Kattan

Executive Director, Financing

PGIM

Ed Wlodarczyk

Ed Wlodarczyk

Managing Director

PACE Loan Group

Matt Bear
Hosting Topic Table On Building & Executing Your Real Estate Plan

Matt Bear

Founder

Bear Real Estate Advisors

Nikole Zoumberakis
Moderator

Nikole Zoumberakis

Shareholder

Buchalter

Gary Bechtel

CEO

Red Oak Capital

Gary Bechtel leads the investment management leadership teams with direct oversight of all portfolios. Gary Bechtel served as President of Money360 and was responsible for developing and executing Money360’s expansion strategy. Gary also served on Money360’s Credit Committee and Board of Directors. Prior to joining the Company, he was Chief Lending/Originations Officer of CU Business Partners, LLC, the nation’s largest credit union service organization (CUSO). Previously, Gary held management or production positions with Grubb & Ellis Company, Meridian Capital, Johnson Capital, FINOVA Realty Capital, Pacific Southwest Realty Services and Hometown Commercial Capital. Gary began his career with the Alison Company and over the past thirty-four years has been involved in all aspects of the commercial real estate finance industry, as a lender and as an intermediary, including the origination, underwriting, structuring, placement and closing of over $10B in commercial debt transactions, utilizing various debt structures which have included permanent, bridge, equity, mezzanine and construction on transactions of $1M to $250M. These transactions were placed with a variety of capital sources that included life companies, commercial banks, credit unions and equity and mezzanine funds, on property types that included office, retail, industrial, multifamily, hospitality, self-storage and manufactured housing. He is or has been a member of the Mortgage Bankers Association of America, California Mortgage Bankers Association, National Association of Industrial and Office Properties, and International Council of Shopping Centers. Gary has spoken at numerous industry events and written articles and has been regularly quoted in a number of regional and national publications.

Daniel Kattan

Executive Director, Financing

PGIM

Daniel Kattan is an executive director of high yield originations at PGIM Real Estate. Based in Los Angeles, Daniel is responsible for sourcing, underwriting, and structuring high yield and structured real estate investments including senior loan, mezzanine, and preferred equity investments for the western U.S., including the Mountain States and Texas.

Prior to joining PGIM Real Estate, Daniel was with Canyon Partners Real Estate where he was a Vice President with a focus on equity acquisitions and high yield debt originations throughout the Western US. In his five-year tenure, Daniel was responsible for executing $430 million of invested equity equal to $1.5 billion of total real estate capitalization.

Prior to Canyon Partners Real Estate, Daniel was an associate with Colony Capital, an institutional real estate investment management firm, with a focus on equity acquisitions and bridge lending. Previously, he was an associate with CliftonLarsonAllen LLP, a leading accountancy firm, with a focus on tax and accounting services for institutional and high net worth real estate clients.

Daniel has a bachelor’s degree in history and graduated magna cum laude from the University of Pennsylvania. He is also a member of the Jewish Federation Real Estate & Construction (REC) Network of Los Angeles.

Ed Wlodarczyk

Managing Director

PACE Loan Group

Ed Wlodarczyk joined PACE Loan Group in 2022. As Managing Director, Ed brings over 30 years of experience in corporate and real estate finance. Prior to joining PLG, Ed was a Vice President of Dividend Finance, where he focused on the C-PACE market and sustainable real estate finance. His experience also includes senior executive roles at Ten-X, Cushman Wakefield, Transwestern, and Coldwell Banker Commercial. His experience covers structured finance solutions, portfolio/asset management, consulting, and investment banking/capital markets. Ed attended Loyola University, Chicago and majored in business and communications disciplines.

Matt Bear

Hosting Topic Table On Building & Executing Your Real Estate Plan

Bear Real Estate Advisors

Matt Bear founded Bear Real Estate Advisors, LLC in 2018 with one goal – to cater to investors looking for personalized service and real world, battle-tested acquisition and disposition advice. He built the firm on a foundation of genuine sincerity and partnership to foster lifelong friendships that promote personal and financial growth for all.

Before founding Bear, Matt was one of two founding partners of Venture Development Group, which specialized in the development of single tenant buildings, neighborhood and power center projects. The firm acquired, developed and/or disposed of 20 properties totaling $55 million. He led a team of 18 professionals across three regional offices that encompassed development, finance, property management and legal management. Matt was directly responsible for the development and execution of the firm’s investment/development strategies, while leading all aspects of acquisitions, dispositions and leasing of commercial real estate assets.

In the wake of the 2008 global financial crisis, Venture Development Group discontinued operations and Matt resumed his career as one of the leading investment brokerage professionals with international commercial real estate services firms Avison Young and CBRE.

A real estate and finance business leader with a rich history of nearly 30 years of transactional, development and advisory experience, including 10 years of principal investing and retail real estate development, Matt’s experience covers many of the major markets of the United States with clients and key business relationships that span across the real estate, finance and private equity sectors.

Matt is an avid reader, a frequent blogger, a formerly good golfer, and an aspiring guitar player. He and his wife, Kelly, have been married for more than 20 years and are the proud parents of two beautiful, smart teenage girls who offer constant challenges and perplexity to their life, as well as an immeasurable amount of joy.

Nikole Zoumberakis

Moderator

Buchalter

Ms. Zoumberakis is a shareholder at Buchalter and has been a transactional attorney for over 15 years. Her practice covers a wide range of corporate, partnership and general securities matters, with a focus on real estate and private equity funds. She counsels on a broad range of legal and compliance issues faced by sponsors, including fund structure, portfolio investments, co-investment structures, and internal governance and compliance. Ms. Zoumberakis earned her J.D. at NYU School of Law and received her B.A. at the University of California, Berkeley.

Keynote Conversation with Christopher Rising, Rising Realty

Investment Strategies & Principles Of Underwriting

Christopher Rising
KEYNOTE

Christopher Rising

CEO

Rising Realty

Elizabeth Dryden
Moderator

Elizabeth Dryden

Partner

Ervin Cohen & Jessup LLP

Christopher Rising

KEYNOTE

Rising Realty

Christopher Rising is the CEO of Rising Realty Partners (RRP), a Los Angeles-based real estate investment and operating platform that owns and manages over five million square feet of properties. He serves on the company's Executive and Investment Committees, drawing on his extensive experience in managing acquisitions and creative development. Prior to joining RRP, Christopher was Senior Vice President of Asset Transactions at MPG Office Trust, where he worked directly with the CEO to improve finances through debt reduction and restructuring.

Under Christopher's visionary leadership, RRP has spearheaded the revitalization of historic buildings in Downtown Los Angeles into creative office spaces, attracting unique businesses back to the region. The company's transformation and subsequent sale of the PacMutual Campus, one of the oldest office buildings in the heart of DTLA, was described by the Los Angeles Times as a "record price for a pure office building downtown." More recently, RRP has generated great success by entering the industrial space, acquiring five multi-tenant light industrial properties in the past year. Christopher's success in the real estate industry has earned him recognition by the Los Angeles Business Journal as one of the 500 most influential people in Los Angeles.

In 2003, Christopher founded The Rising Real Estate Group (RREG) and eventually partnered with Barker Pacific Group to create Hamilton Capital Partners (HCP), an equity fund vehicle. RREG is also a principal in 626 Wilshire Blvd, a 156K square foot office building located in downtown Los Angeles.

Christopher began his career as an associate at Pillsbury Madison & Sutro and later worked at Cushman Realty Corporation (CRC) under brokerage legend John C. Cushman, III. He then served as a Director at Cushman & Wakefield of California, Inc. (C&W), joining C&W after its merger with CRC in 2001.

Outside of work, Christopher is an active member of the Los Angeles community, serving on the River LA Board and The Rose Bowl Legacy Foundation. He formerly sat on the Board of Overseers at Loyola Law School and the Duke Athletic Advisory Board. He is a past President of the Board of Chandler School in Pasadena and served for ten years on the Board of Regents of Loyola High School, where he chaired the Investment Committee. Christopher holds a J.D. in Real Estate Law from Loyola Law School and a B.A. in History and Political Science from Duke University. He also attended Duke on a football scholarship and was a member of the 1989 ACC Championship team.

Elizabeth Dryden

Moderator

Ervin Cohen & Jessup LLP

Elizabeth Dryden is a Partner in the Real Estate Department of Ervin Cohen & Jessup LLP. Elizabeth’s practice covers a broad range of real estate transactions, including acquisitions and dispositions, leasing, financings, and joint venture and syndication formations. Her practice experience includes extensive representation of institutional and noninstitutional lenders, property owners and developers, private equity investors and high-net worth individuals across all asset classes. With a strong background in finance, Elizabeth specializes in structuring and negotiating real estate finance transactions, including first mortgage loans, mezzanine and other subordinate loans, preferred equity and joint venture structures, syndicated credit facilities, Freddie Mac and Fannie Mae loans, bridge loans and construction loans. Prior to joining Ervin Cohen & Jessup, Elizabeth worked at the Am Law 100 firms Paul Hastings LLP and Morrison & Foerster LLP. Elizabeth holds a Juris Doctorate from New York University School of Law and Bachelor of Arts in Economics and Philosophy from Columbia University. She is also the Co-Chair of the Beverly Hills Bar Association Real Estate Section.

WHY YOU WON'T WANT TO MISS THIS COMMERCIAL REAL ESTATE CAPITAL MARKETS & DEAL-MAKING CONFERENCE

What You’ll Learn From Commercial Real Estate Leaders:

  • How will the impact of Silicon Valley Bank affect local and regional banks?

  • How are developers putting capital stacks together today? How are developers accessing equity?

  • With interest rates rising, what effects will this have on development in California? 

  • What is impacting investors' decisions to be net sellers or net buyers in the next 12 months?

  • How are investors building and future-proofing their portfolios? What makes investors nervous about current investments and portfolios? 

  • What fundamentals are lenders and investors paying the most attention to? Is inflation a main focus? 

  • How is the current access to debt impacting overall cap rates and deal flow? What does this mean for the industry?

  • How are industry leaders filling the gap through pace financing?

  • What are new ways to make money in commercial real estate, including non-traditional fund structures and fresh approaches to the capital stack? How are they impacting traditional means of raising capital?

How You'll Do More Business From Attending This Event: Investors and economists are sounding the alarm about the commercial real estate market, seeing trouble ahead with refinancing. Join us to hear directly from leading investors on their perspective following the banking crisis. Investors and lenders in the commercial real estate finance sector will explain what fundamentals they are paying attention to and how they are identifying opportunities for new deals. Gain insight from those leading the capital markets forward on the West Coast and learn what stakeholders have to say about what is next in the current cycle. Gather to network and get deals done!

Projects, Deals, and Assets To Be Discussed During The Session:

Who You’ll Meet During Networking: Investors, Owners, Developers, Architects, Construction, Designers, Brokers, Lawyers, Financial Institutions & Government Officials.

Why You Should Attend This Summit: 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.

For questions, recommendations, comments, or press inquiries please email our event producer, Samantha D'Angelo at samantha.dangelo@bisnow.com.

BISNOW TOPIC TABLES

Take advantage of the opportunity to participate in roundtable discussions on a range of topics across the capital markets and finance space. Each topic table will include an industry leader host to facilitate a casual concentrated conversation around a particular subject.

Topic tables are a fun, educational and informative way to learn more about various topics in CRE. Beer, wine and hor d'oeuvres to be passed around during the sessions!

Current Topic Tables Include: 

Building Productive & Long-Term Relationships in CRE - Led by Samuel Landman, Concord Companies

Building & Executing Your Real Estate Plan - Led by Matt Bear, Bear Real Estate Advisors

Borrowing & Raising Capital In Today’s Market - Led by Bruce Lowrey, CIM Group

Interest Rates & Hedging Strategies - Led by Blaise Golightly, Riverside Risk Advisors

C-PACE Financing for Energy & Water Efficient Retrofits, Redevelopments & New Construction - Led by Rachel Davis, Petros Pace Finance 

Agenda

Time Activity
Friday December 9, 2022
11:00 PM
11:45 PM
Networking & Deal-Making
11:45 PM
12:15 AM
Keynote Conversation with Christopher Rising, Rising Realty

Investment Strategies & Principles Of Underwriting

Saturday December 10, 2022
12:15 AM
12:55 AM
Debt & Equity Outlook

Where Is The Money Flowing And How Is Capital Entering The Market?

12:55 AM
1:10 AM
Quick Networking Break
1:10 AM
1:50 AM
Evolution Of The Capital Stack

Structuring Deals And Financing Strategies In Times of Uncertainty

1:50 AM
3:00 AM
Beer, Wine, Hor D'oeuvres & TOPIC TABLES!

Projects, Deals and Assets to Discuss

Gaw Capital Partners - Ovation Hollywood 

Gaw Capital Partners - Columbia Center