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Speakers and Panels

Simon Ziff
Moderator

Simon Ziff

President

Ackman-Ziff

Jonathan Roth

Jonathan Roth

Managing Partner & Co-Founder

3650 Capital

Joseph Paskov

Joseph Paskov

Senior Vice President

LaSalle Investment Management

Tony Fineman

Tony Fineman

Senior Managing Director, Head of Originations

ACORE Capital

Perry Katz

Perry Katz

Executive Director

Affinius Capital

Jon Gitman

Jon Gitman

Partner

BridgeInvest

David Cappellini

David Cappellini

Principal

KKR

Remi Ziff

Remi Ziff

Vice President

Hudson Bay Capital

PJ Finley

PJ Finley

Vice President

PCCP

Patrick Crandall

Patrick Crandall

Senior Managing Director

Kennedy Wilson

Eugene Rozovsky

Eugene Rozovsky

Senior Managing Director

Lightstone Group

Jonathan Freireich

Jonathan Freireich

Director

New York Life Investment Management

David Blum

David Blum

Managing Director

PGIM

Mark Simon

Mark Simon

Founder & CEO

Benmark Capital

Will Hutton

Will Hutton

Vice President

InterVest Capital Partners

Andrew Bernardin

Andrew Bernardin

Senior Vice President

Starwood

Billy Haddad

Billy Haddad

Managing Director

Partners Path

Russell Frahm

Russell Frahm

Executive Director

Mesa West Capital

Ben Cherney

Ben Cherney

EVP, US Investments

Tokyu Land US

Brad Ross

Brad Ross

Managing Director, Head of Organizations

Parkview Financial

Daniel Siegel

Daniel Siegel

President and Principal

Peachtree Group

Adam Steinberg

Adam Steinberg

Principal

Ackman-Ziff

Adam Falk

Adam Falk

Principal and Co-Portfolio Manager

BH3 Management

Simon Ziff

President

Ackman-Ziff

Simon Ziff serves as president of Ackman-Ziff, a position he assumed in 1995. Since joining the firm as an

Analyst in 1989, Simon has overseen the arrangement of 100+ billion of debt, mezzanine, and equity

financings for some of the nation’s foremost real estate developers and owners while simultaneously

solidifying the firm’s relationships with key capital sources. He engineered the firm’s unique,

collaborative culture and directed AZ’s evolution as an industry thought leader with over 50

professionals.

Simon received a B.S. in Finance from The Pennsylvania State University and an M.S. in Real Estate

Finance from NYU. He has been recognized on multiple occasions by Penn State and NYU, as well as

being awarded REBNY’s first “Most Promising Commercial Salesperson” award, the “Most Ingenious

Deal of the Year” award six times and winning the prestigious Louis Smadbeck award.

Simon has also been active in many leadership roles for universities and not-for-profit

organizations. Simon has also been involved in teaching at University of Miami and NYU on families in

Real Estate.

Most recently, Simon has been lecturing at many undergraduate and graduate programs including a

course on Family Real Estate Business Management at NYU Schack.

Jonathan Roth

Managing Partner & Co-Founder

3650 Capital

Mr. Roth, Co-Founder, brings 30 years of experience originating, structuring and servicing CRE investments. Previously, Mr. Roth served as President of Canyon Partners Real Estate LLC. During his 18-year tenure at Canyon, Mr. Roth was instrumental in the formation of several investment vehicles which collectively invested approximately $5.6 billion in over 200 transactions.

Prior to joining Canyon, Mr. Roth was a partner specializing in complex real estate transactions at the international law firm of Loeb & Loeb. Mr. Roth has served on multiple philanthropic boards and works with several leading medical institutions, including the USC Center for Applied Molecular Medicine, UCLA Medical Center and Cedars Sinai Hospital.

Mr. Roth currently sits on the Board of Governors for Cedars Sinai Hospital and the Advisory Board of the Ronald Reagan UCLA Medical Center, and the Board of Advisors for the Finance and Audit Committee of the Ronald Reagan UCLA Medical Center Board. Mr. Roth holds a B.A. in English Literature from UCLA, and a J.D. from Loyola Law School.

Joseph Paskov

Senior Vice President

LaSalle Investment Management

Joseph Paskov is a Senior Vice President of LaSalle Value Partners US and helps lead investing activity for LaSalle’s high-return strategies in the United States.

Prior to LaSalle, Joseph spent 10 years at BGO where he completed over US $3 billion of real estate private equity transactions across seven distinct strategies. He lead several strategic investment initiatives in the US and was responsible for the Firm’s investment activity in the Southeast. His roles included acquisition and development sourcing, underwriting, structuring and negotiation for real estate and operating company investments. Joseph began his career at Ernst & Young in the real estate public accounting group.

Joseph graduated from the University of Wisconsin with both Bachelor’s and Master’s degrees in Accountancy. He also serves as a guest lecturer for the University of Wisconsin Department of Real Estate and Urban Land Economics. Joseph is also a Certified Public Accountant.

Tony Fineman

Senior Managing Director, Head of Originations

ACORE Capital

Mr. Fineman has more than 20 years of experience in the commercial real estate

business. At ACORE, Mr. Fineman is responsible for originating, underwriting,

structuring and closing commercial real estate financing opportunities, and for managing

originations for the Eastern Region.

Prior to joining ACORE, Mr. Fineman was an Executive Vice President with Brickman

and a principal at Hillcrest Finance, where he was responsible for originating,

underwriting, structuring and closing equity and debt investment opportunities, and

financing new and existing equity investments. Prior to Brickman, Mr. Fineman held

various positions in commercial real estate finance including a senior role with

Wachovia Bank, where he managed, structured and closed more than $25 billion of

complex commercial real estate finance transactions often involving multiple lenders

and tranches of debt, and a role as a banker with Nomura Securities in the mid to late

1990s. In addition to his finance experience, Mr. Fineman has also spent a significant

amount of time on the equity side of the commercial real estate business where he was

involved in the development, ownership, management and operation of commercial real

estate, including in senior roles with Centres Inc. and Terranova Corporation, and in his

time with Brickman. Mr. Fineman began his career in commercial real estate as an

attorney representing institutional and private clients in a wide range of commercial real

estate transactions, including finance, acquisitions, dispositions, leasing, development

and land use. After college and prior to law school, Mr. Fineman spent several years at

IBM Corporation as a marketing representative.

Mr. Fineman received a B.S. in Electrical Engineering from Drexel University and a J.D.

from the University of Florida. Mr. Fineman serves on the board of enCourage Kids

Foundation. Mr. Fineman is married to Lori and they have two children, Mia and Rocky.

Perry Katz

Executive Director

Affinius Capital

Perry Katz serves as Executive Director for Affinius Capital. Perry is responsible for origination and deployment of capital across Affinius Capital’s credit initiatives including the sourcing, negotiating and structuring of loan transactions.

Prior to joining Affinius in 2018, Perry worked for US Bank where he worked on loan transactions.

Perry received his Bachelor’s degree in business administration and management from Northeastern University.

David Cappellini

Principal

KKR

David Cappellini (New York) joined KKR in 2021 and is a member of the Real Estate team, focused on commercial real estate lending. Prior to joining KKR, Mr. Cappellini was a member of the real estate team at The Blackstone Group in New York, where he was responsible for structuring and executing asset-level and portfolio-level financings for investments across all sector types and fund vehicles. Prior to Blackstone, Mr. Cappellini worked at Citigroup in the commercial real estate lending group focused on large loan originations for both CMBS and balance sheet executions. Mr. Cappellini received a B.A. in Politics from Bates College.

PJ Finley

Vice President

PCCP

P.J. Finley joined PCCP in 2023. Mr. Finley is responsible for acquisitions and debt originations along the East Coast with a focus on the Northeast and South Florida. Prior to joining PCCP, Mr. Finley was a Vice President at North Bridge, a C-PACE lending group in New York. Prior to North Bridge, Mr. Finley was a Vice President in the Global Institutional Debt Advisory Group at CBRE in New York, where he worked on property-level financing spanning from construction loans to CMBS SA/SB executions. Mr. Finley received a bachelor’s degree in business administration with a major in accounting from the University of Notre Dame, Mendoza College of Business.

Patrick Crandall

Senior Managing Director

Kennedy Wilson

Patrick Crandall is Senior Managing Director in the Debt Investment Group at Kennedy Wilson. He is responsible for the origination of commercial real estate financing nationwide, specifically overseeing origination of construction and bridge financing in the Eastern U.S. He has over 35 years of experience across multiple commercial real estate disciplines, including financing, acquisitions, brokerage, valuation, and asset management. He has been involved in more than $20 Billion in transactions in the US and abroad.

Prior to joining Kennedy Wilson, Crandall held executive positions with Pacific Western Bank, Sabal Financial Group, Cushman & Wakefield, CIBC, iStar, Fremont Investment & Loan and JE Robert Companies.

Mr. Crandall is a member of ULI (Placemaking Council and ULI LA Capital Markets Council), CREFC, NMHC, and has volunteered or served on boards of several non-profit organizations in LA County. He is a Southern California native and received a Bachelor of Arts from California State University, Fullerton.

Eugene Rozovsky

Senior Managing Director

Lightstone Group

Eugene Rozovsky is Senior Managing Director of Real Estate Debt Strategies and is responsible for overseeing and managing Lightstone’s debt platform. Prior to joining Lightstone, Eugene was Vice President of Acquisitions & Asset Management at Madison Realty Capital where he closed over $2 billion of investments across various asset classes and led the team responsible for all debt and equity investments, as well as asset management. Prior to Madison, Eugene worked on the investment team at Hudson Realty Capital, the investment research team at The Blackstone Group, and the M&A advisory team at TM Capital. Eugene received his Bachelor of Science in Finance & International Business from the Leonard N. Stern School of Business at New York University and his Master of Science in Real Estate Finance & Investment from New York University.

Jonathan Freireich

Director

New York Life Investment Management

Jon Freireich is a Director at New York Life Investment Management in New York, where he is responsible for sourcing and originating commercial mortgage loans across the Northeast and Mid-Atlantic regions.

Jon brings more than 15 years of commercial real estate experience to his role. He earned both a BA in Economics and an MBA in Finance from New York University.

Mark Simon

Founder & CEO

Benmark Capital

Mark Simon is the Founder and Chief Executive Officer of Benmark Capital, a vertically integrated real estate private equity company focused on debt and equity investments, which lends on special situations, transitional assets and value-add transactions nationwide while also owning, operating and managing real estate in its own right. Prior to founding Benmark Capital, Simon participated in more than $20 billion of real estate transaction volume on the institutional side of the business, an experience that shaped a platform built to deliver flexible and bespoke financing solutions, strong underwriting capabilities and certainty of execution. Under his leadership, Benmark Capital has become an active lender and owner across major gateway markets, structuring senior loans, mezzanine financing, preferred equity and distressed debt solutions across a broad range of asset classes.

Will Hutton

Vice President

InterVest Capital Partners

Will Hutton is a Vice President and Head of Real Estate Equity at InterVest Capital Partners (fka Wafra Capital Partners), a global alternative investment manager. He serves on the real estate investment committee and, as Equity Portfolio Manager, leads the equity investment program across common, joint venture, programmatic, and structured equity. Will originates and deploys capital across nearly every real estate asset class and capital structure, covering the full risk spectrum from core and core-plus through value-add and opportunistic. Before joining InterVest in 2023, Will was a Senior Director of Acquisitions and Capital Markets at NPG and an Acquisition Analyst at Cohen Equities. He earned his undergraduate degree at Cornell University.

Andrew Bernardin

Senior Vice President

Starwood

Andrew Bernardin is a Senior Vice President at Starwood, where he originates senior loans, mezzanine debt and preferred equity across the firm’s credit vehicles. Since joining Starwood in 2016, he has been involved in originating more than $13 billion of balance sheet debt investments across all major property types and U.S. markets.

Previously, Andrew worked at Spring11 in New York, providing underwriting services to commercial lenders. He holds a Bachelor of Science in Business, with a major in Finance, from the University of Connecticut.

Ben Cherney

EVP, US Investments

Tokyu Land US

Ben Cherney is the vice president of acquisitions for Tokyu Land US. Ben heads all equity investments across the capital stack in institutional and middle-market assets. During his 17 years in the real estate business, Ben has had the opportunity to work on all of the primary asset types with a particular focus on multifamily and retail. In his time at Tokyu Land, Ben has acquired approximately $1.5B in assets, investing nearly $700M of equity capital. About Tokyu Land US Corporation: TLUS is the US arm of the Japanese real estate investment and development firm, Tokyu Land Corporation, a subsidiary company of the publicly traded Tokyu Fudosan Holdings Group (3289:JP). TLUS' objective is to provide equity throughout the capital stack to local operators in major US markets. The primary focus is on core plus/value-add multi-family investment opportunities. While there is no stated minimum or maximum, the 'sweet spot' in terms of amount of equity per deal is approximately $10M-$40M.

Brad Ross

Managing Director, Head of Organizations

Parkview Financial

Brad Ross is the Managing Director and Head of Originations at Parkview Financial. Based in the Los Angeles headquarters, Brad leads the nationwide team of originators and oversees the firm’s capital markets activity.

In addition to managing the originations platform, Brad plays a key role in shaping the firm’s strategic direction, focusing on asset, portfolio, and fund management.

Brad was previously a Vice President at Madison Realty Capital where he established the company’s Los Angeles office. Brad has also held positions at Calmwater Capital and Karlin Real Estate.

Brad earned an M.B.A from the UCLA Anderson School of Management and a B.A. from the University of Michigan. He is a licensed California real estate broker and is actively involved with the UCLA Ziman Center for Real Estate and City of Hope.

Adam Steinberg

Principal

Ackman-Ziff

Adam L. Steinberg is a Principal of Ackman-Ziff Real Estate Group, specializing in arranging joint venture equity partnerships, preferred equity partnerships, and high-leverage mezzanine loans. Since joining Ackman-Ziff in 2004, Adam has closed dozens of transactions aggregating more than $2 billion of equity capital. Adam co-heads Ackman-Ziff’s Equity Business as well as Equity Approval Committee, which reviews and approves all new equity assignments.

Adam has more than 25 years of real estate investment banking experience. From 2000 to 2004 Adam worked as a vice president in AEW’s Partners Group, responsible for the execution of new acquisitions as well as investment management strategies. From 1997 to 2000 he was a vice president in the Investment Banking Group of Lend Lease/Boston Financial, where he was responsible for executing development transactions. Prior to that, he held positions with Rockwood Realty Associates and Allmerica Realty Advisors. Adam began his career as a real estate financial analyst with Salomon Brothers Inc.

Adam is a 1988 graduate of Dartmouth College (B.A.) and 1994 graduate of Cornell University (M.B.A.).

Adam Falk

Principal and Co-Portfolio Manager

BH3 Management

Adam Falk is a Principal and Co-Portfolio Manager at BH3, where he is responsible for developing and implementing investment strategies and overseeing the firm’s portfolio of credit investments, including deal sourcing, underwriting, portfolio construction, and ongoing portfolio management. He brings more than twenty years of experience in commercial real estate private equity across all property types and throughout the capital structure, including principal equity, structured credit, and high-yield debt. Prior to joining BH3, Adam served as Managing Director at Criterion Real Estate Capital, where he was responsible for sourcing, structuring, and asset managing portfolio investments.

Adam holds a Bachelor of Science in Finance from the University of Maryland’s Robert H. Smith School of Business and an MBA from Northwestern University’s Kellogg School of Management. He is a member of the Urban Land Institute, the International Council of Shopping Centers, and the Kellogg School of Management Real Estate Advisory Council.

Coffee and Capital Webinar - Hear Directly from Capital about where their money is winning deals

The wildly popular Coffee and Capital is back

For over 10 years, Coffee and Capital has been a fan favorite at our Escape and Ascent developer/investor retreats. Industry veteran Simon Ziff leads a lively, fast-moving conversation with 10 to 20 active sources of commercial real estate debt and equity capital about where their money is winning deals today.

Coffee and Capital covers it all, straight from the investors themselves, what they're seeing in the market right now.

Who should join?

  • Developers raising money for deals

  • Owners who want to understand where the capital markets stand right now

  • Capital sources looking to learn where their peers are winning deals

  • Investors who want to hear what the market is seeing

  • Everyone. Coffee and Capital is where the money talks.

Interested in more conversations just like this?

Are you an owner, developer, or capital source who wants to meet other principals? Apply for Escape or Ascent today.

If you have further questions about our invite-only retreat platforms, please reach out to lily.nelson@bisnow.com.

Agenda

Time Activity
2:30 PM
3:30 PM
Coffee and Capital: Exploring Winning Deals and Opportunities in Today's Market