A lifelong city resident, Mayor Jim Kenney grew up the oldest of four children in a South Philadelphia rowhome. His father, a firefighter, and his mother, a homemaker, both worked second jobs to help their children pursue their education and, in 1980, Jim became the first in his family to graduate from college. Just a decade later, Philadelphians elected him to serve as a City Councilman At-Large and, over the next twenty years, Jim stood up for Philadelphia’s working families and progressive policies —fighting for a real living wage, broader protections for LGBTQ Philadelphians, marijuana decriminalization, and a more sensible immigration policy.

On January 4, 2016, Jim was sworn in as the 99th Mayor of Philadelphia. In his first budget, the Mayor worked closely with City Council to fund bold anti-poverty initiatives - including expansion of quality pre-k, the creation of 25 community schools and $500M investment in parks, rec centers and libraries – by making Philadelphia the first major city to pass a tax on sweetened beverages. In his first year, the Mayor also increased efforts to spur economic growth in the city’s commercial corridors, launching a capital consortium for small businesses, creating a small business coach program, and expanding supports, including financial grants and loans, to small and immigrant businesses. Philadelphia also shined on the national stage in 2016, successfully hosting the Democratic National Convention and safely monitoring peaceful protests, without a single arrest. At the same time, the City finished 2016 with the lowest crime rate in nearly 40 years.

Under the Trump administration, the Mayor has also stepped up to defend the values of the City of Brotherly Love. When the Department of Justice threatened to take away funding for Philadelphia police officers unless they acted as an extension of ICE, the City sued and won. The Mayor also kept Philadelphia’s commitment to the Paris Accord, and he created a World-Style Soccer Tournament called the “Unity Cup” to celebrate the city’s diversity and bring different neighborhoods together. Even though the federal government hasn’t provided additional resources to combat the opioid epidemic, the City still stepped up its commitment, cleaning up a heroin encampment and engaging 1,400 former residents for direct services, including housing and drug treatment. In his second year as Mayor, Philadelphia made significant strides in both criminal justice reform and education. The City reduced its prison population by nearly 20 percent as part of the MacArthur Safety and Justice Challenge, and the number of pedestrian stops were cut in half.

Building on his administration’s early commitment to education, the Mayor recently launched an effort to return the School District to local control and to provide adequate financial funding resources for our teachers and students, so that every Philadelphian has a quality school in their neighborhood.

Todd Monahan joined Keystone Property Group in 2018. As Regional Director, Todd oversees Keystone’s portfolio in and around Philadelphia, as well as Moorestown Corporate Center in Moorestown, N.J., using his extensive industry experience to develop and implement strategies to effectively and efficiently operate each property.

Todd brings nearly 30 years’ experience in real estate to Keystone. Most recently, he served as Senior Vice President at Jones Lang LaSalle (JLL) where he oversaw leasing activity at the Public Ledger Building and represented numerous corporate entities, law firms and non-profit organizations in a variety of real estate transactions. During his time with JLL, Todd was also responsible for business development, marketing JLL corporate services to major occupiers and employers and actively representing tenants in both Center City and the western suburbs. He promoted the JLL brand, prepared presentations, and generated new business from start to close.

Todd graduated from University of Richmond’s Claiborne Robbins School of Business with a Bachelor of Science in Business Administration, with concentrations in finance and marketing.

Katherine Quigg, P.E. is a Structural Steel Specialist in the Philadelphia market for the American Institute of Steel Construction (AISC), where she serves as an expert and resource on structural steel construction for the building construction and design community. She previously worked in the AISC Steel Solutions Center answering technical questions. Before joining AISC, she worked as a project and construction manager for a steel producer. She earned her BS in Civil Engineering from Rose-Hulman Institute of Technology and a Masters in Structural Engineering from Illinois Institute of Technology.

Mike Petrizzi is a managing director at Wells Fargo in the Real Estate

Capital Markets group (RECM), based in New York City. RECM

provides a broad range of financial products to commercial real

estate (CRE) operators and investors.

RECM products include non-recourse fixed- and floating-rate senior

secured debt, subordinate debt, structured debt, and CRE loan

purchases for the Commercial Mortgage Backed Securities (CMBS)

conduit and large loan origination and portfolio lending programs.

Mike has a bachelor’s degree in real estate from Baruch College.

Harris Heller is a Managing Director at Hunt Real Estate Capital, a subsidiary of Hunt Companies. Mr. Heller originates Hunt Real Estate Capital’s full range of debt products for multifamily and other commercial assets nationwide. He has expertise in all Fanni Mae, Freddie Mac, and FHA executions, in addition to expertise in Hunt Real Estate Capital’s proprietary fixed and floating rate loan programs. Mr. Heller joined Hunt Real Estate Capital in July 2017 to open a new production office in Philadelphia, Pennsylvania focusing on originating business in the Mid-Atlantic region of the United States.

Prior to joining Hunt, Mr. Heller was a Managing Director-Loan Originations at Greystone & Co., where he sourced a wide variety of commercial real estate deals, including agency, FHA, CMBS, and proprietary multifamily bridge loans. Before that, he served as a Managing Director with RAIT Financial Trust, where his primary responsibilities were to source CMBS loans, proprietary floating rate loans and mezzanine debt across all major commercial real estate asset classes. Earlier in his career, he held positions at Bond Street Capital, CIBC World Markets and Madison Realty Group, Inc.

Mr. Heller has been involved in more than $1.5 billion of commercial real estate debt

and equity transactions. Since 2013, he has originated over $500 million of commercial real estate debt.

Mr. Heller has a Bachelor’s Degree from the University of Pittsburgh.

Mr. Rodio is a Senior Managing Director and co-head of the Philadelphia office alongside senior managing director Mark Thomson, who has served as an office head since the opening of the Philadelphia office in December 2013. Additionally, Mr. Rodio focuses on

office investment sales in Greater Philadelphia and throughout the northeastern United States. During the course of his more than 13-year commercial real estate career, Mr. Rodio has been involved in more than 200 investment sale and financing assignments covering a wide

range of office, industrial, retail and multi-housing totaling more than $6 billion in volume and 30 million square feet. Mr. Rodio joined HFF in July 2016. He was previously with Jones Lang LaSalle (JLL) where he was a managing director and co-head of the Philadelphia Capital Markets Group. Priorto joining JLL in 2010, Mr. Rodio held senior office investment sales positions at CBRE and Marcus & Millichap where he was consistently a top producer. He was elected to the National Board of Directors for NAIOP in 2014 and is also an active member of the Urban Land Institute. Mr. Rodio has served as a guest lecturer at the Daniel M. DiLella Center for Real Estate at Villanova University and attended Penn State University where he was a member of the varsity baseball team.

David J. Feldman, Esq. serves as the Senior Vice President of the National Commercial Services Division of First American Title. He oversees business development for commercial title insurance in Pennsylvania, New Jersey and Delaware as well as throughout the United States.

David practiced law at Wolf Block, in Philadelphia. After leaving the practice of

law, David joined Settlers Abstract Company, a title agency with offices in Pennsylvania and New Jersey as President and Managing Partner. In 1997, Settlers was acquired by First American.

David received his J.D. from Boston College and his B.A. from the University of

Pennsylvania. David has been active in ULI, ICSC and the Central Philadelphia

Development Corporation. David has served on the Board of the Abramson

Cancer Center of the University of Pennsylvania, the Corporate Advisory Board of

the Barnes Foundation, as well as the Board of Trustees of The Germantown

Friends School.

Anne Fadullon is the Director of Planning and Development for the City of Philadelphia. She also chairs the Philadelphia City Planning Commission and the Philadelphia Redevelopment Authority board.

Her cabinet-level department has a broad purview. It plans the City’s land use, promotes affordable housing, preserves historic resources, and supports public art. It assists for-profit and nonprofit developers as they move their projects through the approval process. The Department helps develop and implement the City’s zoning code. Most importantly, it engages Philadelphia’s residents.

The Department’s mission is to promote well-planned neighborhoods with affordable housing options, protected historic resources and public art.

Anne has 30 years of development experience in both the private and public sectors. She has developed affordable, mixed-income, market-rate and mixed-use projects. While in the private sector she was president of the Building Industry Association of Philadelphia.

Anne has a bachelor’s degree in urban studies and economics from Lehigh University. She has a master’s degree in city planning from the University of Pennsylvania.

When not promoting strong communities, Anne is looking for new places to kayak or wandering through the woods.

Leslie started her real estate career at the Goldenberg Group, a regional mid-sized real estate development firm located in Blue Bell, PA, as an Associate Development Director. During her 7-year tenure, she was promoted three times ultimately achieving the position of Senior Vice-President of Development. Leslie led the development of a $50 million, 342,000 square foot shopping center, the largest single development in West Philadelphia and the largest development in a Federal Empowerment zone located in the Commonwealth of Pennsylvania. In 2008, Leslie and her partner Gregory Reaves, established Mosaic Development Partners. Since its founding, Mosaic has developed over $54 million in real estate projects and has created over 200 construction jobs and 100 full-time jobs. Leslie is a graduate of Brown University and Villanova School of Law.

Mr. Previdi began his real estate career as a leasing agent and then a partner with Trammell Crow Company. Subsequently, Mr. Previdi was founder and Chief Executive Officer of joint ventures with Goldman Sachs, Lehman Brothers, and a NYSE REIT. Current investors in the Alliance funds include both Blackstone and Goldman Sachs. Mr. Previdi received an MBA from the Wharton School of the University of Pennsylvania (1987), a JD from Georgetown University Law School (1980), and a bachelor’s degree (magna cum laude) in economics from Hamilton College (1977).

As the Vice President, Product & Resource Development, Jennifer Crowther manages the capitalization of PIDC’s existing products and services; develops and capitalizes new products and services to meet market demands; and advances PIDC’s relationships with funders and investors. Since 2008, Jennifer has raised $60 million from private, public, and philanthropic sources and secured $208 million in New Markets Tax Credits. Jennifer has been leading PIDC’s work related to Opportunity Zones, which provide a tax incentive to encourage long term investment in low income communities.

From 2003-2006, Jennifer worked for a community development corporation in West Philadelphia and was responsible for managing the development and construction process for several affordable housing projects, raising capital, and conducting all reporting and evaluation activities. Jennifer left Philadelphia in 2006 to pursue a graduate degree at Carnegie Mellon University. While in Pittsburgh, she joined the Sports and Exhibition Authority and participated in a variety of economic development activities. She earned a Master of Science in Public Policy and Management from Carnegie Mellon University and has a Bachelor’s Degree in Political Science from Haverford College. She lives in the Fishtown neighborhood in Philadelphia with her husband and two daughters.

Lisa Starczewski is a trusted business advisor who focuses her practice on

several areas of transactional tax law. She works closely with pass-throughs,

corporate and real estate clients in structuring business transactions, drafting

tax provisions, and solving complex tax issues. Because of Lisa’s reputation for

listening carefully to clients and providing smart, clear, and actionable answers

to tough questions, she has become the principal client relationship manager

and team leader for one of the firm’s largest institutional clients. She is co-chair

of the firm's Tax section and co-chair of the firm's Opportunity Zones Team.

Lisa is well known for her exceptional tax-technical understanding. Prior to

joining Buchanan, she practiced tax law with Morgan, Lewis & Bockius and

Schnader, Harrison, Segal & Lewis. She was also self-employed as a tax

consultant and writer/speaker. In 2001, Lisa developed TaxCruncherPro, a

software program designed to compute complex business and personal tax

planning calculations. From 1997 to 1999, Lisa was a developer at Tax

Management, Inc., where she focused on efforts to integrate tax and

technology to add interactivity and web-based delivery to its educational

products.

What Clients Can Expect

To Lisa, the two most important elements of her work are the relationships that

she develops with clients and colleagues and the opportunity to help clients by

employing “cutting edge” knowledge of new and existing tax rules to deliver

efficient, focused and meaningful solutions. Lisa is a great advocate, easy to

talk to, and an effective presenter, who – according to client accounts –

consistently exceeds expectations.

Proof Points

· Lisa serves as the Technical Director of the Bloomberg BNA Portfolios

and has authored several Portfolios herself, which are highly respected

as the “go-to” resource on tax law. Her titles include, among others, T.M.

714: “Partnerships – Allocation of Liabilities; Basis Rules” and T.M. 565:

“Installment Sales.”

· BNA Tax Management Portfolios are written by the nation’s leading

federal tax authorities and are often cited in federal tax cases as

containing the most persuasive thinking on critical tax topics. She has

also written portfolios on the at-risk rules, real estate leases, IRS National

Office Procedure, alternative minimum tax, scholarship & educational

expenses, and deductibility of legal fees.

· In the Accounting Series, she focuses her writing on revenue recognition

and leasing.

· Lisa is also a frequent speaker at webinars and CLEs on various tax

issues. She has received the Tax Management Distinguished Author

Award and is the chair of the new Tax Management Pass-Throughs

Advisory Board.

· Lisa has served as a member of the adjunct faculty at Villanova

University School of Law, where she taught courses in the graduate tax

program.

· Lisa authored, "No Risk, No Reward: New Pass-through Rules

Significantly Limit the Usefulness of Leveraged Partnerships and Bottom

Dollar Guarantees," 10/15/2016

Outside the Office

When not guiding clients through thorny tax issues, Lisa may often be found

following and sharing her passion for the theater. She sings, acts, teaches

performing arts and musical theater, and has founded a nonprofit community

theater to provide performing arts education. She is married with five children

whom she homeschooled; and she says that if she were not a practicing

attorney, she would be a college professor.

Affiliations

Member, ABA Tax Section

Civic & Charitable

Founder, executive director and board president of Facetime Theater, a

nonprofit theater focused on providing performing arts education to the

community

With more than 25 years in public accounting, George devotes most of his time serving clients in the Real Estate Industry. These include developers, commercial and residential operators, hotels, property and asset managers, home builders, private equity funds, and individual investors. In 2009, he took on the lead role of the legacy LarsonAllen firm’s Real Estate practice and has brought that experience forward focusing on further developing the firm’s capabilities in advisory, assurance, and tax services available to clients in the real estate and hospitality space. He also is a lead resource in the firm helping clients in real estate workout transactions.

Technical experience:

• Assists clients in selecting entity status, advises on partnership and LLC formations, helps with modeling IRR calculations and waterfall provisions, and forecasting distributions and allocations under IRC Subchapter K

• Provides consulting and expert services related to performance, cash flow, and operations of commercial real estate and hotel operations, including litigation support

• Helps clients assess the benefits of cost segregation studies, repair studies, change in accounting methods, as well as help facilitate closely-held business strategic planning initiatives, and design and implementation of succession plans

Education/professional involvement:

• Bachelor of business in accounting from Temple University, Philadelphia, Pennsylvania

• American Institute of Certified Public Accountants

• Certified Public Accountant in the state of Pennsylvania

Speaking engagements:

• Pennsylvania Bar Institute panelist on Distressed Real Estate transactions

• Testified in Federal Bankruptcy Court (Trenton, NJ) on feasibility of petitioner’s plan.

Matias is a visionary entrepreneur and innovator with a long and successful track record of launching groundbreaking new software solutions. Most recently Matias was Vice President of Product Management at McKesson (NYSE: MCK), where he was responsible for driving growth and innovation in a $1B financial services software portfolio. Prior to McKesson, Matias was SVP of Technology and led R&D and technology operations at Portico Systems, which McKesson acquired for $90M. Matias joined Portico's leadership team when they acquired his first startup, Ethidium Health Systems.