Analyzing the Capital Stack

Assessing The Debt & Equity Markets

• 

  Meredith Majoch

  Meredith is based in Boston and manages Beacon Capital Partner’s debt financing activities. Before joining Beacon in 2018, Meredith was a Director with Boston Properties, where she most recently managed the company's joint venture relationships, and previously was responsible for acquisitions, dispositions, and financings as a member of the Finance-Capital Markets Group. She also held roles with the Investment Sales team at Studley, and as a structured corporate finance analyst at Citigroup. Meredith received her Bachelor of Science degree in Commerce from the University of Virginia and holds the Chartered Financial Analyst (CFA) designation.

  Beacon Capital Partners

  Managing Director

  Meredith Majoch

  Managing Director

  Beacon Capital Partners

• 

  Sean Coffey

  Managing Director

  The Davis Companies

• 

  Steven Spinale

  As Senior Vice President of Capital and Investments at Samuels & Associates, Steve Spinale leads capital strategies for S&A and its projects, the defining and execution of investment strategies, as well as sourcing new capital relationships and investment opportunities. Steve brings with him extensive experience structuring institutional real estate transactions across various sectors including office, life sciences, multifamily, industrial, retail and land assets. Prior to joining Samuels & Associates, Steve was the Head of Investments and Capital Markets at Greatland Realty Partners, and the Executive Director at J.P. Morgan Asset Management. Throughout his career in real estate investment and development, Steve has led the acquisition and capitalization of transactions valued in excess of $5.0B. Attracted to S&A’s culture of creativity and focus on community, Steve is excited to be a part of the firm’s team. In his free time, Steve enjoys helping coach his kids in their sport of choice, being active outdoors, and exploring new cities and neighborhoods. He also takes the time to participate in volunteer opportunities with Community Servings, Heading Home, and the Boston Athletic Academy. Steve is a member of Urban Land Institute, the Real Estate Finance Association, and the National Multifamily Housing Council, and earned a Bachelor of Science degree in Finance from Bentley University.

  Samuels & Associates

  SVP, Investments

  Steven Spinale

  SVP, Investments

  Samuels & Associates

• 

  Brett Paulsrud

  Brett is a Senior Managing Director and co-head of JLL Capital Markets Boston office, leading the Debt and Equity Placement team. With more than 20 years of real estate experience, Brett has participated in the capitalization of a broad range of property types, including multi-housing, industrial, office, retail, hospitality, life science and mixed-use projects. His experience spans underwriting, structuring, and marketing transactions which include construction financing, conventional permanent financing, bridge financing, mezzanine debt, preferred equity and joint venture equity. He focuses primarily on debt and equity placement transactions for all property types. Over the course of his career, he’s been involved in the underwriting and marketing of more than $20 billion in closed commercial real estate transactions. Brett started with JLL and its predecessor company, HFF, in May 2011.

  JLL Capital Markets

  Senior Managing Director, Boston Office Co-Head

  Brett Paulsrud

  Senior Managing Director, Boston Office Co-Head

  JLL Capital Markets

• 

  Matthew Bonney

  Matthew J. Bonney is a tax partner with over 25 years of experience focusing on all facets of his clients’ business and tax needs. He specializes in working with clients in the real estate sector, including owners/operators, developers, investors, private real estate funds, and REITS. He also advises law firms and a range of clients in the music, manufacturing, technology, and restaurant industries, as well as high net worth individuals. For his real estate clients, Matt provides a deep expertise in deal planning, structuring, and reviewing, helping clients to acquire, manage, and sell properties while limiting tax risks. He has a wide breadth of knowledge and experience in federal, state, and local tax credits, as well as managing investor relationships, analyzing internal controls, and assisting with financing opportunities. As a tax specialist, Matt also provides a range of general tax compliance and reporting services, including representing clients before government taxing authorities.

  Citrin Cooperman

  Partner

  Moderator

  Matthew Bonney

  Partner

  Citrin Cooperman

Funding New Construction & Capital Improvement Projects

Analyzing What Lenders And Investors Are Prioritizing In Today's Market

• 

  Jeffrey Horowitz

  18 Years of Finance & Investment Experience Jeffrey is responsible for the structuring and successful execution of real estate credit and equity as well as overseeing Cottonwood’s financial operations. Jeffrey also possesses broad experience in the evaluation and execution of distressed credit and special situations investments. Prior to joining Cottonwood, Jeffrey was with Lazard where he specialized in distressed debt, restructuring and recapitalization transactions across multiple industries, both in the U.S. and abroad. Jeffrey received a B.S. in Business Administration, with concentrations in finance and accounting, from Georgetown University, where he graduated magna cum laude.

  Cottonwood Group

  CFO, Managing Director

  Jeffrey Horowitz

  CFO, Managing Director

  Cottonwood Group

• 

  Robin Ibbetson

  Director

  CrossHarbor Capital Partners

• 

  Cory Sylvester

  Principal

  DXD Capital

• 

  Mike Doty

  Mike comes to Nuveen Green Capital with a background in lighting controls and utility efficiency program implementation. He is a Certified Energy Manager, and a Certified Lighting Efficiency professional endorsed by ACEEE. He has a passion for business development working with contractors to design, implement, and sell unique energy solutions that best match their customer’s needs. In his spare time Mike is a happily terrible golfer and enjoys traveling whenever the chance arises.

  Nuveen Green Capital

  Senior Director

  Mike Doty

  Senior Director

  Nuveen Green Capital

• Moderator

  Christopher Rock

  Partner

  Bowditch & Dewey