• 

  Felicite Moorman

  Felicite Moorman is an attorney turned multi-exit technology entrepreneur. She’s received EY’s Entrepreneur Of The Year® Award and has earned an international reputation as a go-to IoT industry expert, developing pioneering strategic partnerships and unprecedented technology strategies and initiatives for the Internet of Things. Moorman is the CoFounder of STRATIS, a RealPage Company, and SaaS Platform for large-scale Internet of Things installations. STRATIS was named a top ten “Best Company in America” by Entrepreneur Magazine and ranked in the top twenty percent of Inc Magazine’s “Fastest Growing Companies” three consecutive years prior to acquisition. Moorman was simultaneously CEO of BuLogics, which designed, built, and certified hardware, software, and ecosystems for the Internet of Things. Moorman is an international speaker and columnist, and has been featured as a thought leader in dozens of mass media outlets and publications including: U.S. News & World Report, Fast Company, Inc Magazine, Entrepreneur Magazine, The Chicago Tribune, Yahoo! News, Philadelphia Inquirer, The Boston Globe, the Huffington Post, and others. She’s also a frequent writer, speaker, and presenter on the Internet of Things and has been featured at CES, SXSW, Samsung DevCon, Eric Ries’ Lean Startup Conference, Smart Cities Innovation Summit Asia, NMHC OpTech, NAA Apartmentalize, Greystar’s Innovation and WAM Summits, and more. Prior to STRATIS and BuLogics, Moorman launched the Emerging Technologies Division for GE’s Consumer and Home Electronics brand. Moorman quickly established her reputation in technology, engaging eight Fortune 500 companies in less than eighteen months, entering new vertical channels, and creating and beginning execution on the strategic plan to dominate the Internet of Things lighting peripherals market. Today the GE lighting line is a part of nearly every home automation and security platform offered in the United States. Early in her career, Moorman led a team that became the most sought after marketing and management partnership in Baltimore real estate. She expanded the companies to include nationwide finance, brokerage, legal, and insurance offerings. Moorman oversaw $1.5 billion dollars of transactions in less than five years, including property acquisition management for the $500 million dollar expansion of Rutgers University. Moorman recognizes the importance of giving back, especially within the Philadelphia community, and volunteers her time and expertise to the following organizations: NAA & NMHC’s Real Estate Technology Alliance (IoT Committee Co-Chair), Comcast NBCUniversal LIFT Labs Accelerator (Lead Mentor), SXSW (Mentor), Lean Startup Conference (Mentor), Philly Startup Leaders (Mentor), Dreamit Ventures (Mentor), and Greater Philadelphia Chamber of Commerce (Small Business Board Member). She is also a community activist and Chair of East Falls Forward, a Philadelphia Registered Community Organization focused on the revitalization of the Riverfront Business District. She is a graduate of the University of Maryland School of Law and a Law School Club Founder.

  STRATIS, A RealPage Company

  VP of STRATIS, Co-Founder

  Keynote

  Felicite Moorman

  VP of STRATIS, Co-Founder

  STRATIS, A RealPage Company

Development & Design Trends

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  Gary Jonas

  Gary’s profession has always centered on the real estate industry. Gary ran sales departments for two national mortgage platforms. In 1998, he joined forces with his current partners to start Advanced Mortgage Concepts where he served as president of the mortgage company until 2007. Gary’s main focus has shifted to HOW Properties where he directs Development and Acquisitions. When Gary isn’t training for the next marathon, he’s devising improvements to existing properties while researching the company’s potential for real estate expansion throughout the city of Philadelphia.

  HOW Properties

  Managing Partner

  Gary Jonas

  Managing Partner

  HOW Properties

• 

  Matthew Pfeiffer

  Matt oversees all investment and asset management activity for Alterra. He and his Partners are responsible for forming and implementing investment strategies across the company. Matt played an integral part in the formation of Alterra’s Industrial Outdoor Storage platform and oversees the day-to-day acquisitions and asset management initiatives of that platform. In addition, he is responsible for raising and structuring equity and debt for Alterra’s ongoing business initiatives. Matt has been involved with over $1 billion of transactions during his time at Alterra. Prior to joining Alterra, Matt focused on acquisitions on the East Coast for CenterSquare, a real estate private equity firm located in Philadelphia. He began his career in real estate at Blackstone (2007-2012). Matt has an MBA from the Wharton School of the University of Pennsylvania and a B.S. in Finance from Georgetown University. Matt is actively involved with Wharton’s Zell Lurie Real Estate Center and is a member of the board for Georgetown’s Steers Center for Global Real Estate. Matt and his wife have two children and reside outside of Philadelphia.

  Alterra Property Group

  Managing Partner

  Matthew Pfeiffer

  Managing Partner

  Alterra Property Group

• 

  Rebecca Frisch

  VP Design

  Post Brothers

• 

  Katherine Quigg

  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.

  American Institute of Steel Construction

  Structural Steel Specialist

  Katherine Quigg

  Structural Steel Specialist

  American Institute of Steel Construction

• 

  Michael Ytterberg

  Michael Ytterberg, PhD, AIA, LEED AP, is the Founding Principal of MY Architecture in Philadelphia. He has 40 years of experience in the master planning and architectural design of large scale mixed use, residential, hospitality, corporate, and academic related projects. Collaborating with clients on diverse projects from the scale of a private home to a $4.8 billion casino resort, he has given beautifully functional form to their collective vision. His work has won numerous awards and has been featured in national publications. MY Architecture continues the work of the studio led by Michael during the nearly 20 years he was Design Principal and multi- family practice leader at BLT Architects in Philadelphia. For 30 years he was an Adjunct Professor in the Department of Architecture at Drexel University. With both a PhD from the University of Pennsylvania and years of work with developer clients building the city of Philadelphia, Michael has been successful in bridging academic discipline and the business of real estate development. He has demonstrated a life-long commitment to research and publication in the search of a broader perspective on the design of places for people. He is a frequent presenter at scholarly conferences on the relationship of architecture and society in history, while also appearing regularly as a panelist at conferences on the design and development of multi-family housing.

  MY Architecture

  Founding Principal

  Michael Ytterberg

  Founding Principal

  MY Architecture

• 

  Chris​ Jones

  Chris Jones serves as a Director in the Tax & Advisory Services Group of CBIZ MHM, LLC. Chris’ primary focus is to provide tax compliance and consultation on various tax matters to professional service firms, private equity, venture capital groups, and real estate companies. Chris has extensive experience in the structuring of acquisitions and dispositions for partnerships joint ventures, and corporations. Prior to joining CBIZ, Chris was a Senior Tax Manager for an international accounting, tax and advisory firm in Philadelphia. Chris represented a diverse group of clients, including professional service, real estate companies, hedge funds and private equity firms. Chris’ main role was to provide tax consultation and compliance services to partnerships, corporations and high net worth individuals. During the course of his career, Chris has had extensive experience with structuring of real estate acquisitions and dispositions, including like-kind exchanges. Chris also spent time with the financial services group in the Philadelphia office of another international accounting firm. In his role as a Tax Manager, Chris provided services to Real Estate Investment Trusts (REIT), private equity funds, professional service firms, banking institutions, broker dealers, real estate opportunity funds, and other real estate companies. Chris received his Bachelor of Science degree in Accounting from DeSales University located in Center Valley, Pennsylvania. Chris received a Masters in Taxation from Villanova University located in Villanova, Pennsylvania. Chris is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. Chris has also developed and instructed numerous Continuing Professional Education courses for past employers, as well as outside education groups.

  CBIZ

  ​Director, Tax & Advisory Group

  Moderator

  Chris​ Jones

  ​Director, Tax & Advisory Group

  CBIZ

Neighborhoods To Watch

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  David Waxman

  David is the Founder and Managing Partner at MMPartners, a vertically integrated commercial real estate development company having raised over $45M of capital and has invested in over $90M of real estate assets in the Philadelphia CBD market. David is responsible for fundraising, directing acquisitions and financing and leading the strategic direction of the team. David is a former University Merit Scholar at Boston University, from which he graduated with a B.A. in Urban Studies and Public Policy. David has also successfully completed New York University’s Real Estate Finance and Investment graduate level coursework. Previously, he worked at Switzenbaum & Associates and PricewaterhouseCoopers LLP. David is an active member of ULI.

  MMPartners

  Founder

  David Waxman

  Founder

  MMPartners

• 

  Jason Morgan

  As President of Morgan Properties Special Situations and Principal of Morgan Properties, Jason’s primary responsibilities involve sourcing, underwriting, and executing multifamily acquisition and debt investment opportunities. Jason joined the Company in May 2017 when Morgan Properties was the 25th largest apartment owner in the country and has been instrumental in elevating the Company to the second largest with over 95,000 units and over $16 billion in assets. Over the past 4 years, Morgan Properties has acquired over $7B in acquisition volume comprising over 60,000 units. Jason sits on Morgan Properties’ Investment Committee where he evaluates all the Company’s acquisition and debt investment opportunities. Morgan Properties Special Situations invests in equity recapitalizations, fixed income securities, and other alternative multifamily investment opportunities. Jason has put together a team and developed the processes that Morgan Properties has utilized to become a major investor in the Freddie Mac K-series CMBS space. Since launching its Special Situations platform in 2017, Morgan Properties has executed multiple recapitalizations of portfolios valued at over $3.5 Billion and closed on acquisitions of 29 Freddie Mac K-Series B-Pieces across $28 Billion in UPB and 1,280 properties. Morgan's B-Piece portfolio has a market value in excess of $1 Billion. Prior to joining Morgan Properties, Jason worked at Sculptor Capital Management, formerly known as Och-Ziff Capital Management, where he focused on equity investments, preferred equity structures, mezzanine financing, and senior loans across traditional and niche real estate asset classes. Before Sculptor, Jason worked at Goldman Sachs in the real estate investment banking group. Jason received a Bachelor of Science in Economics with a concentration in Finance and Real Estate from The Wharton School at the University of Pennsylvania. He currently serves on The Chamber of Commerce for Greater Philadelphia’s Board, the Federation Housing Inc. Board, Children's Hospital of Philadelphia’s (CHOP) Facilities Expansion Advisory Committee, and the Jewish Federation Real Estate Committee. He is also a member of the Chamber’s Policy Research and Legislation Committee and contributes to Forbes’ Real Estate Council. Jason has been recognized as a recipient of Commercial Observer’s 2021 Game-Changing Visionary Award, one of Philadelphia Business Journal’s Real Estate Rising Stars, HousingWire’s 2020 Rising Stars, and a recipient of Connect Media’s 2020 Next Generation Award in the National category.

  Morgan Properties

  President, Special Situations

  Jason Morgan

  President, Special Situations

  Morgan Properties

• 

  Ethan Fellheimer

  Ethan Fellheimer has been active in real estate acquisition and development for over 10 years. In 2000, Fellheimer founded The Fellheimer Group which was responsible for the development of the former Bookbinders Building at South 15th Street, in Philadelphia, Pennsylvania. Other significant Philadelphia area development/acquisition deals include: 1401 Walnut Street, The Shops at Lasalle University, 211 North 13th Street, The Essex Condominiums at 300 North Vine Street, among others. Prior to engaging in real estate full time, Mr. Fellheimer spent seven years as Senior Vice President of Pennsylvania Business Bank as a commercial lender and Head of Marketing. Fellheimer was selected as one of the Philadelphia regions "40 under 40" young business leaders and in 2000 received Philly Tech Magazine's "30 under 30" award. Mr. Fellheimer remains active in the business community of Philadelphia, and is often a lecturer at universities and the Pennsylvania Bar Institute regarding entrepreneurial endeavors, networking, and legal issues of debtor/creditor law. Fellheimer serves on the Board of Directors of Albert Einstein Healthcare Network and Jewish Federation of Greater Philadelphia. He received his undergraduate degree from the University of Pennsylvania and received his law degree from Temple University School of Law. He lives in the suburbs of Philadelphia with his wife and two children.

  Red Rocks Group

  Managing Director

  Ethan Fellheimer

  Managing Director

  Red Rocks Group

• 

  Andrew Trump

  As Director of Navy Yard Leasing & Business Development for PIDC, Andrew leads business attraction and development; manages leasing activity across asset classes for PIDC's extensive property portfolio; and initiates, plans, and structures development opportunities at the Philadelphia Navy Yard, where PIDC is master developer. Previously, Andrew was a senior project manager at the Development Finance Initiative (DFI) at the UNC School of Government, where he helped local governments design and attract private investment to transformative urban redevelopment projects. Andrew has held roles advising a variety of public-sector and nonprofit clients on real estate development, affordable housing, and economic development.

  PIDC

  Director, Navy Yard Leasing & Business Development

  Andrew Trump

  Director, Navy Yard Leasing & Business Development

  PIDC

• 

  Harris Heller

  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.

  Hunt Real Estate Capital

  Managing Director

  Harris Heller

  Managing Director

  Hunt Real Estate Capital

• 

  Annemarie Caruso

  Annemarie Caruso has more than 15 years of experience in the commercial real estate industry closing national and multi-site transactions for two of the largest title insurance companies. Prior to that, she worked as a transactional paralegal at an international law firm, as well as a paralegal for a national developer. Annemarie received her Limited Practice Officer License from the Washington Bar Association, earned a Bachelors’ Degree from West Chester University and an Associate Degree in Paralegal Studies from Miami Dade College. Annemarie is currently a board member of CREW Philadelphia, a member of NAIOP, the Chester County Commercial Industrial Investment Council and the NFL Alumni Association – Philadelphia Chapter. She was also selected to participate in the 2019 ULI NEXT Flight.

  First American

  Vice President, Commercial Sales Representative

  Moderator

  Annemarie Caruso

  Vice President, Commercial Sales Representative

  First American