A NEW BEGINNING - Global Real Estate Institute
A NEW BEGINNING - Global Real Estate Institute
A NEW BEGINNING - Global Real Estate Institute
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North American Investors and Developers in <strong>Real</strong> <strong>Estate</strong><br />
A <strong>NEW</strong> <strong>BEGINNING</strong><br />
<strong>NEW</strong> YORK<br />
26 FEBRUARY
<strong>Real</strong> <strong>Estate</strong><br />
Investment and<br />
Development in Germany<br />
GRI EUROPE<br />
CHAIRMEN’S RETREAT 2009<br />
St Moritz, January 15-18<br />
<strong>Real</strong> <strong>Estate</strong> Investors & Developers in North America<br />
A <strong>NEW</strong> <strong>BEGINNING</strong><br />
<br />
<br />
<br />
<br />
<strong>NEW</strong> YORK<br />
26 FEBRUARY<br />
TURKEY GRI 2009<br />
Istanbul, 20 January<br />
USA GRI 2009<br />
New York, 26 February<br />
ASIA GRI 2009<br />
Singapore, 4-5 March<br />
The GRI is a global club of<br />
senior real estate investors,<br />
developers and lenders that<br />
runs its activities through a<br />
collection of annual meetings<br />
focussed on different regions<br />
of the world.<br />
At GRI meetings there are no speakers or<br />
panellists, just informal discussions in small<br />
groups, where everyone participates equally.<br />
MIDDLE EAST GRI 2009<br />
Dubai, 22-23 April<br />
CHINA<br />
Shanghai 2-3 June<br />
<br />
DEUTSCHE GRI 2009<br />
Frankfurt, 27-28 April<br />
Frankfurt 27-28 April<br />
GRI<br />
EUROPE 2009<br />
GRI WORLD SUMMIT 2009<br />
London, 6 May<br />
If building close relationships with the driving<br />
elite of the real estate industry at the most senior<br />
levels can be useful, we welcome you to join us.<br />
CHINA GRI 2009<br />
Shanghai, 2-3 June<br />
GRI EUROPE SUMMIT 2009<br />
Paris, 15-16 September<br />
INDIA GRI 2009<br />
Mumbai, 23-24 September<br />
www.globalrealestate.org<br />
info@globalrealestate.org<br />
Tel: +44 20 8492 2620<br />
Fax: +44 20 8445 6633<br />
RUSSIA GRI 2009<br />
Moscow, 30 Sept - 1 Oct<br />
t h e ∙ g r i<br />
chairmen’s<br />
retreat<br />
GRI MIDDLE EAST<br />
CHAIRMEN’S RETREAT 2009<br />
16-17 November<br />
<strong>NEW</strong> EUROPE GRI 2009<br />
Warsaw, 23-24 November<br />
All information herein is subject to change without notice.
WELCOME<br />
As with all GRI get-togethers, the USA GRI was created by many present<br />
here today who have contributed front-line expertise, intellectual brilliance,<br />
financial resources and more to reach out to fellow leading lights and create<br />
a program to discuss today’s issues. We can’t thank them enough.<br />
Henri Alster<br />
If (co-)chairing one or more discussions could be useful to you at any<br />
forthcoming GRI event, we invite you to contact us and discuss how best<br />
to put them on the program. If any other type of involvement could be useful,<br />
it is similarly welcome.<br />
We wish you a great GRI. Thanks for being with us.<br />
Henri Alster<br />
President, American European Investment Bankers, Inc.<br />
Chairman, GRI - <strong>Global</strong> <strong>Real</strong> <strong>Estate</strong> <strong>Institute</strong>
NOT FINAL<br />
at time of press.<br />
Please check handout update.<br />
KEYNOTE 09h00 - 10h15<br />
FEBRUARY 26<br />
SCHEDULE<br />
BRAVE <strong>NEW</strong> WORLD<br />
how will it look like when we get there,<br />
how far the journey?<br />
Grand<br />
Ballroom<br />
MICKEY LEVY<br />
chief economist<br />
BANK OF AMERICA<br />
10h30 - 11h30<br />
12h15 - 13h15<br />
Foyer<br />
DISTRESS INVESTING<br />
is this “déjà vu” or something<br />
entirely different?<br />
CIA BUCKLEY DAVID BRUSH CHRISTOPHER CHEE<br />
JEFF GAULT JEFFREY GILLER ED KAVOUNAS<br />
RICK KLEEMAN TIM NGUYEN KEN PICACHE<br />
SAM PLIMPTON CRAIG SOLOMON<br />
DEBT FINANCING TOMORROW<br />
how will it change real estate banking,<br />
property values & investor returns?<br />
JANE LYONS JÜRGEN FENK<br />
FRED KELLY BRIAN LANCASTER<br />
BEN MARCIANO DAVID MAZUJIAN<br />
STRATEGIES 2009<br />
where are the opportunities?<br />
FUND AND ASSET RESTRUCTURING<br />
is it workout time again?<br />
Champagne<br />
GREGORY SHULTZ EVAN DENNER<br />
MIKE FASCITELLI DENNIS FRIEDRICH<br />
WILLIAM HUGHES CHIP OWEN DAVID SOARES<br />
TED LEARY JOHN BACZEWSKI<br />
RICHARD FOOTE TOM GOCHBERG<br />
MICHAEL LEHRMAN JAMES NEAL<br />
BLEECKER SEAMAN DOUG WILSON<br />
Monroe<br />
& Gatsby<br />
US OFFICE MARKETS IN THE AGE OF LESS<br />
what works, what doesn’t?<br />
KEN SEGAL BRUCE BATKIN<br />
PHILIP BLUMBERG MERRIE FRANKEL<br />
SABINE GAEDEKE STENER DENNIS IRVIN<br />
BREAK 11h30-12h15<br />
HOTEL/LODGING INVESTING TODAY<br />
foresight or delusion?<br />
THOMAS ENGEL JOHN HAMILTON<br />
ETHAN KRAMER GARY MENDELL<br />
ALYSON TOOMBS STEVE VAN<br />
LUNCH 13h15-14h15<br />
Rendezvous<br />
INVESTING IN CHINA<br />
where are the risks?<br />
WILLIAM TUNG HENDRIK GIENOW<br />
JOHN PORTMAN III DAVID SU<br />
CHRISTOPHER TAUBE BING WANG<br />
CHARLIE WANG RICHARD YUE<br />
INDIA|RUSSIA|CEE|EMERGING MARKETS<br />
15 minutes of fame or a sustainable<br />
investment strategy?<br />
KEN MUNKACY TORE BORTHEN<br />
THOMAS BOYTINCK GREG GELETKA<br />
MARK HERTZ THEODORE LIEBMAN<br />
SANDEEP MATHRANI JEFF RUTISHAUSER<br />
RESIDENTIAL REAL ESTATE<br />
is there light at the end of the tunnel<br />
and if so is it another train or the exit?<br />
Xavier<br />
RICARDO KOENIGSBERGER BOBBY GHISELLI<br />
JEFFREY L. GOLDBERG JON GOLLINGER<br />
ANUPAM LADHA CHRIS ROSENSTOCK
grand ballroom<br />
4th Floor<br />
foyer<br />
3rd Floor<br />
rendezvous<br />
champagne<br />
xavier<br />
monroe<br />
& gatsby<br />
14h15 - 15h15<br />
15h30 - 16h30<br />
GLOBAL INVESTING<br />
more compelling than ever<br />
or compromised case?<br />
WIEBKE WANNER-BORCHARDT SIEGMUT BOEHM<br />
MICHAEL BUCKLEY JOANNE DOUVAS<br />
TIMOTHY GRADY JAN HAZELTON<br />
MICHELLE LEROY STUART MACKINTOSH<br />
CAROLINE MCBRIDE HOWARD ROTH<br />
GREGORY RUSH<br />
NORTH AMERICA 2009<br />
bargain hunter eldorado or long term funk?<br />
RICHARD DANSEREAU MICHAEL FRANKEL<br />
CAROLINE ANGOORLY RUSS APPELL<br />
JAY CORNFORTH ULRICH DISCHLER<br />
DEEPAK ISRANI RICHARD MACK NELSON MILLS<br />
FRANK SCHMITZ JEAN TEASDALE<br />
JONATHAN WESTEINDE OFER YARDENI<br />
Foyer<br />
US PENSIONS & TAX-EXEMPTS IN<br />
GLOBAL REAL ESTATE: LPs MEETING GPs<br />
do strategies need adjusting?<br />
RUIFEN XU LIJIAN CHEN VICTOR DEL PIZZO<br />
CAMILLE DOUGLAS DAVID FRIEDMAN<br />
HEATHER GOLDMAN JAMES GOULDING<br />
NIMESH GROVER BRIAN LIIKALA<br />
PHILLIP WIGGINS EDDIE WONG<br />
US DISTRESS INVESTING<br />
where, when & what?<br />
JAY HENRY CATHLEEN CROWLEY-PISCITELL<br />
JEFF DISHNER RUSSELL DIXON<br />
STEVEN HASON KATHY JASSEM<br />
HERBERT KOLBEN JEFFREY QUICKSILVER<br />
CHIP RODGERS PING CHEN<br />
Champagne<br />
SHOPPING CENTER BUYERS & SELLERS<br />
AND THE YAWNING PRICE GAP<br />
who will blink first?<br />
NEIL SOSKIN KEN HUGHES<br />
GEORGE PANDALEON HAL SCUDDER<br />
BREAK 15h15-15h30<br />
US RESIDENTIAL<br />
brave new world or just another down cycle?<br />
GREG LOZINAK THOMAS WILLIAMS<br />
TOM BOZZUTO PAUL EARLE<br />
BEN FRIEDMAN CONNIE MOORE<br />
AL NEELY FRANK SURYAN MARK TENNISON<br />
Monroe<br />
& Gatsby<br />
PRIVATE EQUITY REAL ESTATE<br />
FUND INVESTING<br />
are returns and risks too opaque?<br />
STEPHEN QUAZZO BRUCE BRICKMAN<br />
WILL GLASGOW STEVE LEBLANC<br />
PETER MADDEN DEVIN MURPHY<br />
DEBT FINANCING<br />
who will fill the void?<br />
GAYLE STARR FRANK CREAMER<br />
TOM LYDON GREG MICHAUD JOHN PETERS<br />
KIP SANFORD FRED VAN OVERBEEK<br />
EMMANUEL VERHOOSEL<br />
Rendezvous<br />
Xavier
HELPFUL TIPS<br />
GRI discussions are NOT panels. They are like after-dinner<br />
conversations in one’s own living room with a few good friends<br />
under the guidance of the moderating Chair.<br />
Everyone participates equally, not just the Discussion (co-)Chairs.<br />
The job of the moderating Chair is to make EVERYBODY talk and engage.<br />
Discussion co-Chairs sit scattered about the room and participate no<br />
more, no less than anyone else in the room.<br />
If connecting with new partners can be useful, we encourage you to<br />
ENGAGE as vocally and actively as you might enjoy. This will enable<br />
others to get to know you and you to get to know them.<br />
The Moderating Chair will be addressing questions DIRECTLY to<br />
particular participants, by name or by pointing at them, not just to anyone<br />
unspecified in the room at-large, as that is usually greeted with pregnant<br />
silence. Even so, you are encouraged to comment, question, dissent or<br />
otherwise interject.<br />
As no one will prompt you, please join the discussion room of<br />
your choice in time. Rooms only fill in AFTER a discussion starts<br />
and you need not be alarmed by a near empty room. It will quickly<br />
get crowded.<br />
Some participants speak so softly as to be unheard by most.<br />
SPEAK UP and remind others to do so if you can’t hear them.<br />
AVOID monopolizing conversation, self-promotion or commercial<br />
pitches as the Moderating Chair has been urged to cut them off.<br />
The GRI format was designed to enable senior industry leaders<br />
to share, learn and make friends in as natural, spontaneous and<br />
collegial a setting as possible. We welcome your suggestions<br />
as to how we can do better.
MEETING PLACES<br />
KEYNOTE<br />
09h00-10h15<br />
GRAND BALLROOM<br />
BRAVE <strong>NEW</strong> WORLD<br />
how will it look like when we get there,<br />
how far the journey?<br />
MICKEY LEVY<br />
chief economist<br />
BANK OF AMERICA<br />
Wednesday 25 February<br />
Thursday 26 February<br />
19h00 - 21h30<br />
GRI Board Dinner<br />
The invitation-only GRI Board Dinner is<br />
reserved for GRI Board Members, USA GRI<br />
Event Sponsors, Discussion (co-)chairs and<br />
Keynote attending the USA GRI.<br />
07h45 onwards<br />
09h00 - 10h15<br />
10h00 - 13h15<br />
13h15 - 14h15<br />
14h15 - 16h30<br />
16h30 - 17h30<br />
Check-in<br />
Keynote<br />
USA GRI Program<br />
Lunch<br />
USA GRI Program<br />
Closing Drinks<br />
Dress code: Business Casual, no tie required.
DISCUSSIONS<br />
DISTRESS<br />
INVESTING<br />
is this “déjà vu”<br />
or something<br />
entirely<br />
different?<br />
FOYER<br />
CIA BUCKLEY<br />
partner<br />
DUNE CAPITAL MANAGEMENT<br />
usa<br />
DAVID BRUSH<br />
chairman<br />
RREEF OPPORTUNITY FUNDS<br />
uk<br />
CHRISTOPHER CHEE<br />
managing director, re<br />
BLACKSTONE usa<br />
Cia Buckley<br />
David Brush<br />
Jeff Gault<br />
JEFF GAULT<br />
ceo<br />
LAND CAP PARTNERS usa<br />
JEFFREY GILLER<br />
managing principal & cio<br />
LIQUID REALTY PARTNERS usa<br />
10h30-11h30<br />
ED KAVOUNAS<br />
chairman & ceo<br />
ROCKWOODCAP CAPITAL usa<br />
RICK KLEEMAN<br />
managing partner<br />
WHEELOCK STREET CAPITAL usa<br />
TIM NGUYEN<br />
senior analyst<br />
UNIVERSITY OF CONNECTICUT<br />
ENDOWMENT usa<br />
KEN PICACHE<br />
partner<br />
APOLLOCAPITAL usa<br />
SAM PLIMPTON<br />
managing director<br />
BAUPOST GROUP usa<br />
CRAIG SOLOMON<br />
managing principal<br />
SQUARE MILE CAPITAL<br />
MANAGEMENT usa<br />
Jeffrey Giller<br />
Tim Nguyen<br />
Ed Kavounas<br />
Sam Plimpton<br />
Rick Kleeman<br />
Craig Solomon<br />
STRATEGIES<br />
2009<br />
where are the<br />
opportunities?<br />
CHAMPAGNE<br />
GREGORY SHULTZ<br />
partner<br />
<strong>NEW</strong>BRIDGE SEARCH<br />
PARTNERS usa<br />
EVAN DENNER<br />
deputy ceo<br />
HYPO REAL ESTATE CAPITAL<br />
CORPORATION usa<br />
MIKE FASCITELLI<br />
president<br />
VORNADO usa<br />
Gregory Shultz<br />
Evan Denner<br />
Mike Fascitelli<br />
DENNIS FRIEDRICH<br />
president & coo,<br />
us commercial operations<br />
BROOKFIELD PROPERTIES usa<br />
WILLIAM HUGHES<br />
head of us research<br />
UBS REALTY INVESTORS usa<br />
CHIP OWEN<br />
president & coo<br />
THE LIGHTSTONE GROUP usa<br />
Dennis Friedrich<br />
William Hughes<br />
David Soares<br />
DAVID SOARES<br />
president & ceo<br />
LEXDEN CAPITAL usa<br />
All material throughout<br />
this brochure is subject<br />
to change without notice.<br />
Ongoing updates at<br />
www.globalrealestate.org
FEBRUARY 26<br />
10h30-11h30<br />
US OFFICE<br />
MARKETS<br />
IN THE AGE<br />
OF LESS<br />
what works,<br />
what doesn’t?<br />
MONROE & GATSBY<br />
KEN SEGAL<br />
president & ceo<br />
SEGBRO usa<br />
BRUCE BATKIN<br />
president<br />
TERRA CAPITAL usa<br />
PHILIP BLUMBERG<br />
chairman & ceo<br />
BLUMBERG CAPITAL<br />
PARTNERS usa<br />
MERRIE FRANKEL<br />
senior credit officer/<br />
vice president,<br />
re finance group<br />
MOODY’S INVESTORS usa<br />
Ken Segal<br />
Bruce Batkin<br />
Philip Blumberg<br />
The<br />
job of the<br />
Discussion<br />
Chairs is<br />
not to talk.<br />
RESIDENTIAL<br />
REAL ESTATE<br />
is there light<br />
at the end<br />
of the tunnel<br />
and if so<br />
is it another<br />
train<br />
or the exit?<br />
XAVIER<br />
SABINE GAEDEKE STENER<br />
ceo<br />
GAEDEKE GROUP usa<br />
DENNIS IRVIN<br />
president<br />
& chief executive officer<br />
ROCKEFELLER GROUP usa<br />
RICARDO KOENIGSBERGER<br />
managing director<br />
XE CAPITAL MANAGEMENT usa<br />
BOBBY GHISELLI<br />
managing director<br />
of acquisitions<br />
DOUGLAS WILSON COMPANIES<br />
usa<br />
JEFFREY L. GOLDBERG<br />
managing partner<br />
MILESTONE GROUP usa<br />
JON GOLLINGER<br />
co-founder & east coast ceo<br />
ACCELERATED MARKETING<br />
PARTNERS usa<br />
Merrie Frankel<br />
Ricardo Koenigsberger<br />
Sabine Gaedeke Stener<br />
Bobby Ghiselli<br />
Dennis Irvin<br />
ANUPAM LADHA<br />
MARATHON ASSET<br />
MANAGEMENT usa<br />
CHRIS ROSENSTOCK<br />
managing director<br />
PACIFICA EQUITY PARTNERS<br />
usa<br />
Jeffrey L. Goldberg<br />
Chris Rosenstock<br />
INVESTING<br />
IN CHINA<br />
where are<br />
the risks?<br />
WILLIAM TUNG<br />
managing director asia pacific<br />
ROCKEFELLER GROUP usa<br />
HENDRIK GIENOW<br />
managing director<br />
and regional head<br />
EUROHYPO germany<br />
RENDEZVOUS<br />
JOHN PORTMAN III<br />
vice chairman<br />
PORTMAN usa<br />
William Tung<br />
Hendrik Gienow<br />
John (“Jack”) Portman III<br />
DAVID SU<br />
managing partner - asia pacific<br />
GLOBAL CAPITAL<br />
INVESTMENTS GROUP china<br />
CHRISTOPHER TAUBE<br />
director<br />
AETOS CAPITAL usa<br />
BING WANG<br />
managing director<br />
YONGYOU INVESTMENTS<br />
usa<br />
David Su<br />
Christopher Taube<br />
Bing Wang<br />
CHARLIE WANG<br />
managing director<br />
OAKTREE CAPITAL usa<br />
RICHARD YUE<br />
ceo<br />
ARCH CAPITAL MANAGEMENT<br />
hong kong<br />
Richard Yue
DISCUSSIONS<br />
12h15-13h15<br />
DEBT<br />
FINANCING<br />
TOMORROW<br />
how will it<br />
change real<br />
estate banking,<br />
property values<br />
and investor<br />
returns?<br />
FOYER<br />
JANE LYONS<br />
partner<br />
RHODES ASSOCIATES usa<br />
JÜRGEN FENK<br />
chief executive officer<br />
HYPO REAL ESTATE CAPITAL<br />
CORPORATION usa<br />
FRED KELLY<br />
managing director – us finance<br />
TISHMAN SPEYER usa<br />
BRIAN LANCASTER<br />
chief investment officer and<br />
head of portfolio strategy<br />
WACHOVIA CAPITAL MARKETS<br />
usa<br />
BEN MARCIANO<br />
general manager corporate<br />
and investment banking usa<br />
EUROHYPO usa<br />
DAVID MAZUJIAN<br />
managing director & president<br />
ING REAL ESTATE FINANCE usa<br />
Jane Lyons<br />
Brian Lancaster<br />
Jürgen Fenk<br />
Ben Marciano<br />
Fred Kelly<br />
David Mazujian<br />
FUND<br />
AND ASSET<br />
RESTRUCTURING<br />
is it workout<br />
time again?<br />
TED LEARY<br />
president<br />
CROSSWATER REALTY<br />
ADVISORS usa<br />
JOHN BACZEWSKI<br />
president<br />
REAL ESTATE FIDUCIARY<br />
SERVICES usa<br />
CHAMPAGNE<br />
RICHARD FOOTE<br />
president & ceo<br />
BERKSHIRE CAPITAL<br />
SECURITIES usa<br />
Ted Leary<br />
John Baczewski<br />
Richard Foote<br />
TOM GOCHBERG<br />
ceo<br />
TGM ASSOCIATES usa<br />
MICHAEL LEHRMAN<br />
managing director / co-head<br />
of the americas, refs<br />
CREDIT SUISSE usa<br />
JAMES NEAL<br />
ceo<br />
METZLER REALTY ADVISORS<br />
usa<br />
Tom Gochberg<br />
Michael Lehrman<br />
James Neal<br />
BLEECKER SEAMAN<br />
managing director<br />
LOWE ENTERPRISES INVESTORS<br />
usa<br />
DOUG WILSON<br />
chairman & ceo<br />
DOUGLAS WILSON<br />
COMPANIES usa<br />
Bleecker Seaman<br />
Doug Wilson
FEBRUARY 26<br />
12h15-13h15<br />
HOTEL/LODGING<br />
INVESTING<br />
TODAY<br />
foresight<br />
or delusion?<br />
MONROE & GATSBY<br />
THOMAS ENGEL<br />
president<br />
THE T.R.ENGEL GROUP usa<br />
JOHN HAMILTON<br />
svp business development<br />
PYRAMID HOTEL GROUP usa<br />
ETHAN KRAMER<br />
president<br />
PARAMOUNT HOTEL GROUP<br />
usa<br />
GARY MENDELL<br />
chairman and ceo<br />
HEI HOTELS usa<br />
Thomas Engel John Hamilton Ethan Kramer<br />
It is<br />
to make<br />
everybody<br />
else<br />
talk...<br />
ALYSON TOOMBS<br />
principal<br />
MERRITT CAPITAL INVESTORS<br />
usa<br />
STEVE VAN<br />
president & ceo<br />
PRISM HOTELS usa<br />
Gary Mendell<br />
Alyson Toombs<br />
Steve Van<br />
INDIA | RUSSIA |<br />
CEE | EMERGING<br />
MARKETS<br />
15 minutes of<br />
fame or<br />
a sustainable<br />
investment<br />
strategy<br />
RENDEZVOUS<br />
KEN MUNKACY<br />
senior managing director<br />
GENERAL INVESTMENT &<br />
DEVELOPMENT CO. usa<br />
TORE BORTHEN<br />
managing partner<br />
REAL KAPITAL norway<br />
THOMAS BOYTINCK<br />
managing director<br />
FARRAGUT CAPITAL usa<br />
GREG GELETKA<br />
chief operating officer<br />
AMSTAR GLOBAL usa<br />
THEODORE LIEBMAN<br />
principal<br />
PERKINS EASTMAN usa<br />
Ken Munkacy<br />
Tore Borthen<br />
Thomas Boytinck<br />
MARK HERTZ<br />
managing director<br />
AMSTAR GLOBAL usa<br />
Greg Geletka<br />
Mark Hertz<br />
Theodore Liebman<br />
SANDEEP MATHRANI<br />
executive vice president<br />
VORNADO usa<br />
JEFF RUTISHAUSER<br />
chief executive officer<br />
AMSTAR GLOBAL usa<br />
Sandeep Mathrani<br />
Jeff Rutishauser
DISCUSSIONS<br />
14h15-15h15<br />
US PENSIONS &<br />
TAX-EXEMPTS<br />
IN GLOBAL<br />
REAL ESTATE:<br />
LPs MEETING GPs<br />
do strategies<br />
need adjusting?<br />
CHAMPAGNE<br />
RUIFEN XU<br />
global real estate portfolio<br />
investment manager<br />
DOW CORPORATE<br />
PENSION FUND usa<br />
LIJIAN CHEN<br />
managing director<br />
UBS/GEMDALE<br />
CHINA FUND usa<br />
VICTOR DEL PIZZO<br />
senior manager, re investments<br />
ALCATEL-LUCENT INVESTMENT<br />
MANAGEMENT usa<br />
Ruifen Xu Lijian Chen Victor Del Pizzo<br />
CAMILLE DOUGLAS<br />
professor<br />
COLUMBIA BUSINESS SCHOOL<br />
usa<br />
DAVID FRIEDMAN<br />
managing director -<br />
fund management<br />
WRIGHTWOOD CAPITAL usa<br />
HEATHER GOLDMAN<br />
senior vice president<br />
STARWOOD CAPITAL GLOBAL<br />
usa<br />
JAMES GOULDING<br />
managing partner<br />
LIMETREE CAPITAL<br />
PARTNERS usa<br />
NIMESH GROVER<br />
chief investment officer - india<br />
UBS GLOBAL ASSET<br />
MANAGEMENT india<br />
BRIAN LIIKALA<br />
administrator, mortgage<br />
and real estate division<br />
MICHIGAN RETIREMENT<br />
SYSTEM usa<br />
PHILLIP WIGGINS<br />
president<br />
STRATFORD LAND FUND usa<br />
EDDIE WONG<br />
ceo<br />
WINNINGTON CAPITAL hong kong<br />
James Goulding<br />
Phillip Wiggins<br />
Nimesh Grover<br />
Eddie Wong<br />
Brian Liikala<br />
PRIVATE<br />
EQUITY REAL<br />
ESTATE FUND<br />
INVESTING<br />
are returns<br />
and risks<br />
too opaque?<br />
RENDEZVOUS<br />
STEPHEN QUAZZO<br />
chief executive officer<br />
TRANSWESTERN INVESTMENT<br />
usa<br />
BRUCE BRICKMAN<br />
principal<br />
BRICKMAN usa<br />
WILL GLASGOW<br />
senior executive<br />
vice president, principal<br />
SCANLANKEMPERBARD<br />
COMPANIES usa<br />
STEVE LEBLANC<br />
senior managing director,<br />
private markets<br />
TEACHER RETIREMENT<br />
SYSTEM OF TEXAS usa<br />
Stephen Quazzo<br />
Will Glasgow<br />
Steve Leblanc<br />
PETER MADDEN<br />
executive director, co-head<br />
north american real estate<br />
APG INVESTMENTS US usa<br />
Peter Madden<br />
Devin Murphy<br />
All material throughout<br />
this brochure is subject<br />
to change without notice.<br />
Ongoing updates at<br />
www.globalrealestate.org<br />
DEVIN MURPHY<br />
managing partner<br />
COVENTRY ADVISORS usa
FEBRUARY 26<br />
14h15-15h15<br />
...getting<br />
everybody<br />
to share,<br />
connect<br />
and<br />
make<br />
friends...<br />
GLOBAL<br />
INVESTING<br />
more compelling<br />
than ever or<br />
compromised<br />
case?<br />
FOYER<br />
WIEBKE WANNER-BORCHARDT<br />
director - foreign acquisitions<br />
TIAA-CREF usa<br />
SIEGMUT BOEHM<br />
senior real estate<br />
investment manager<br />
AM ALPHA germany<br />
MICHAEL BUCKLEY<br />
director, re development<br />
program<br />
COLUMBIA UNIVERSITY usa<br />
JOANNE DOUVAS<br />
principal<br />
CLERESTORY CAPITAL<br />
PARTNERS usa<br />
TIMOTHY GRADY<br />
managing director<br />
MERRILL LYNCH hong kong<br />
JAN HAZELTON<br />
vice president development<br />
HILTON GROUP uk<br />
MICHELLE LEROY<br />
managing director,<br />
capital transactions<br />
MACQUARIE REAL ESTATE usa<br />
STUART MACKINTOSH<br />
managing director,<br />
direct real estate<br />
EUROPEAN INVESTORS usa<br />
CAROLINE MCBRIDE<br />
chief investment officer<br />
FORUM PARTNERS usa<br />
Wiebke Wanner-Borchardt<br />
Joanne Douvas<br />
Michelle LeRoy<br />
Siegmut Boehm<br />
Timothy Grady<br />
Caroline McBride<br />
Michael Buckley<br />
Jan Hazelton<br />
Howard Roth<br />
HOWARD ROTH<br />
global & americas re leader<br />
ERNST & YOUNG usa<br />
GREGORY RUSH<br />
managing director<br />
DUNE CAPITAL MANAGEMENT<br />
usa<br />
Gregory Rush<br />
SHOPPING<br />
CENTER BUYERS<br />
AND SELLERS<br />
AND<br />
THE YAWNING<br />
PRICE GAP<br />
who will<br />
blink first?<br />
MONROE & GATSBY<br />
NEIL SOSKIN<br />
vice president<br />
WEINGARTEN REALTY usa<br />
KEN HUGHES<br />
president<br />
HUGHES DEVELOPMENT usa<br />
GEORGE PANDALEON<br />
president<br />
INLAND INSTITUTIONAL<br />
CAPITAL PARTNERS usa<br />
HAL SCUDDER<br />
senior vice president,<br />
peco capital<br />
PHILLIPS EDISON & COMPANY<br />
usa<br />
Neil Soskin<br />
Ken Hughes<br />
George Pandaleon<br />
Hal Scudder
DISCUSSIONS<br />
15h30-16h30<br />
US DISTRESS<br />
INVESTING<br />
where, when<br />
and what?<br />
CHAMPAGNE<br />
JAY HENRY<br />
managing member<br />
TRIGATE CAPITAL usa<br />
CATHLEEN CROWLEY-PISCITELL<br />
executive vice president<br />
CIT COMMERCIAL<br />
REAL ESTATE usa<br />
JEFF DISHNER<br />
senior managing director<br />
STARWOOD CAPITAL usa<br />
RUSSELL DIXON<br />
ceo, managing principal<br />
REDHILL REALTY INVESTORS<br />
usa<br />
STEVEN HASON<br />
executive director, co-head<br />
north american real estate<br />
APG INVESTMENTS US usa<br />
KATHY JASSEM<br />
portfolio manager<br />
STATE OF NJ TREASURY usa<br />
HERBERT KOLBEN<br />
chief re investment officer<br />
UNION LABOR LIFE usa<br />
JEFFREY QUICKSILVER<br />
managing principal<br />
WALTON STREET CAPITAL usa<br />
CHIP RODGERS<br />
senior vice president<br />
REAL ESTATE ROUNDTABLE usa<br />
Jay Henry<br />
Russell Dixon<br />
Herbert Kolben<br />
Cathleen Crowley-Piscitell<br />
Steven Hason<br />
Jeffrey Quicksilver<br />
Jeff Dishner<br />
Kathy Jassem<br />
Chip Rodgers<br />
PING CHEN<br />
senior investment manager,<br />
pension investments<br />
PFIZER INC. usa<br />
Ping Chen<br />
NORTH<br />
AMERICA<br />
2009<br />
bargain hunter<br />
Eldorado or long<br />
term funk?<br />
FOYER<br />
RUSS APPELL<br />
president<br />
PRAEDIUM GROUP usa<br />
JAY CORNFORTH<br />
svp, managing director,<br />
east region<br />
AMB PROPERTY<br />
CORPORATION usa<br />
ULRICH DISCHLER<br />
director, alternative<br />
investments<br />
CREDIT SUISSE ASSET<br />
MANAGEMENT usa<br />
Richard Dansereau<br />
Michael Frankel<br />
Caroline Angoorly<br />
DEEPAK ISRANI<br />
senior vp<br />
PACIFICA COMPANIES usa<br />
NELSON MILLS<br />
president & coo<br />
WILLIAMS REALTY ADVISORS<br />
usa<br />
Russ Appell<br />
Jay Cornforth<br />
Deepak Israni<br />
LEE NEIBART<br />
deputy global head,<br />
real estate<br />
APOLLO usa<br />
All material throughout<br />
this brochure is subject<br />
to change without notice.<br />
Ongoing updates at<br />
www.globalrealestate.org<br />
RICHARD DANSEREAU<br />
president & coo<br />
CADIM canada<br />
MICHAEL FRANKEL<br />
managing partner<br />
REXFORD INDUSTRIAL usa<br />
CAROLINE ANGOORLY<br />
head of environmental markets<br />
- north america<br />
JP MORGAN usa<br />
FRANK SCHMITZ<br />
senior managing principal<br />
PARK HILL GROUP usa<br />
JEAN TEASDALE<br />
MONTREAL AIRPORT usa<br />
JONATHAN WESTEINDE<br />
managing partner<br />
WINDMILL DEVELOPMENT canada<br />
OFER YARDENI<br />
managing director<br />
STONEHENGE PARTNERSHIP usa<br />
Nelson Mills<br />
Jonathan Westeinde<br />
Lee Neibart<br />
Ofer Yardeni<br />
Frank Schmitz
FEBRUARY 26<br />
15h30-16h30<br />
DEBT<br />
FINANCING<br />
who will<br />
fill the void?<br />
GAYLE STARR<br />
senior vice president,<br />
capital markets<br />
AMB PROPERTY<br />
CORPORATION usa<br />
FRANK CREAMER<br />
MMA REALTY CAPITAL usa<br />
RENDEZVOUS<br />
TOM LYDON<br />
president<br />
CITY INVESTMENT FUND usa<br />
Gayle Starr<br />
Tom Lydon<br />
Greg Michaud<br />
...getting<br />
everybody<br />
to share,<br />
connect<br />
GREG MICHAUD<br />
vice president re finance -<br />
head of production<br />
ING INVESTMENT<br />
MANAGEMENT AMERICAS usa<br />
JOHN PETERS<br />
president<br />
PETERS AND ASSOCIATES usa<br />
KIP SANFORD<br />
executive director -<br />
co head of syndications - ny<br />
EUROHYPO usa<br />
John Peters<br />
Kip Sanford<br />
Fred Van Overbeek<br />
and<br />
make<br />
friends...<br />
FRED VAN OVERBEEK<br />
principal<br />
PRUDENTIAL usa<br />
EMMANUEL VERHOOSEL<br />
ceo americas, uk<br />
& structured finance<br />
ING REAL ESTATE usa<br />
Emmanuel Verhoosel<br />
US RESIDENTIAL<br />
brave new world<br />
or just another<br />
down cycle?<br />
GREG LOZINAK<br />
executive vice president,<br />
chief operating officer<br />
WATERTON RESIDENTIAL usa<br />
THOMAS WILLIAMS<br />
senior managing director<br />
SPECIALTY CONSULTANTS usa<br />
MONROE & GATSBY<br />
TOM BOZZUTO<br />
chairman<br />
BOZZUTO GROUP usa<br />
Greg Lozinak<br />
Tom Bozzuto<br />
Connie Moore<br />
PAUL EARLE<br />
evp-multifamily division<br />
COLONIAL PROPERTIES usa<br />
BEN FRIEDMAN<br />
president<br />
ABACUS CAPITAL GROUP usa<br />
CONNIE MOORE<br />
president and ceo<br />
BRE PROPERTIES usa<br />
Al Neely<br />
Frank Suryan<br />
Mark Tennison<br />
AL NEELY<br />
chief development officer<br />
ARCHSTONE usa<br />
FRANK SURYAN<br />
chairman & ceo<br />
LYON APARTMENT COMPANIES<br />
usa<br />
MARK TENNISON<br />
executive vice president<br />
EQUITY RESIDENTIAL usa
SENIOR PARTNER<br />
Cadim is a division of the Caisse de dépôt et placement du Québec and a member of the<br />
<strong>Real</strong> <strong>Estate</strong> Group. Cadim is an international real estate investor that focuses on a wide<br />
range of real estate equity products in association with prominent partners. It distinguishes<br />
itself by its flexibility, creativity, ability to adapt to specific market needs and practices<br />
designed to promote effective partnerships.<br />
Richard Dansereau<br />
Wayne Heuff<br />
A TALENTED TEAM, A UNIQUE SET OF STRENGTHS:<br />
• A multidisciplinary group of professionals whose expertise and innovative spirit<br />
enable them to bring complex transactions to fruition<br />
• In-depth knowledge of new markets and products<br />
• Efficient decision-making processes and quick turnaround<br />
• Willingness to explore all possible alternatives before settling on the terms of a deal<br />
• Solid commitment to its partners<br />
Richard Dansereau<br />
President and Chief Operating Officer, Cadim<br />
rdansereau@cadim.com<br />
Tel: +1 514 673-1356<br />
Wayne Heuff<br />
Executive Vice-President, <strong>Real</strong> <strong>Estate</strong> Investments, Cadim<br />
wheuff@cadim.com<br />
Tel: +1 514 875-3321<br />
Headquartered in Montreal, Canada, Cadim runs a network of offices and affiliates in Canada,<br />
the United States, and Asia.<br />
A STRATEGY ROOTED IN PARTNERSHIP<br />
Partnership is one of the most important keys to success at Cadim. And choosing the right<br />
partner from the very beginning is essential to the investment process. Our aim is to join<br />
forces with top-notch institutional investors, financial groups, real estate companies and<br />
developers with exceptional expertise, know-how, investment capacity and management<br />
skills. Our partners generally share our commitment to the principles of active investment<br />
management and value creation.<br />
Although we favour a medium-term approach for our investments, we always take a long-term<br />
view of partnerships. We feel that partners are much more than simple business contacts.<br />
They are valued associates with whom we strive to build a relationship of trust.
SENIOR PARTNER<br />
The German based Eurohypo AG, Eschborn, is a leading specialist bank with a highly flexible<br />
business model based on three strong pillars: commercial real estate finance and public<br />
finance on the asset side, Pfandbrief securities on the liabilities side. The Bank is a member<br />
of the Commerzbank group, Germany’s second largest banking group. Eurohypo’s most<br />
important value leverage is relationship banking. This and its broad international network<br />
stand behind its strength.<br />
Dr Frank Pörschke<br />
Ben Marciano<br />
For professional clients Eurohypo offers the entire added value chain in commercial real<br />
estate financing worldwide, in nearly every European country as well as in the USA. The<br />
Bank has also established the commercial real estate finance business in the Asia/Pacific<br />
region and in Latin America. In Germany Eurohypo has achieved the leading market position<br />
in commercial real estate. With its complete service around commercial real estate the Bank<br />
fulfils client wishes as a “house bank” in this special business.<br />
Dr Frank Pörschke<br />
Chairman of the Board of Managing Directors, Eurohypo AG<br />
frank.poerschke@eurohypo.com<br />
Ben Marciano<br />
General Manager Corporate and Investment Banking USA<br />
ben.marciano@ehy-us.com<br />
In Public Finance the Bank is an important partner for governments around the world.<br />
Eurohypo is also the major issuer in the covered bond market and the largest issuer in the<br />
German Jumbo Pfandbrief market. Via the Pfandbrief the Bank has a wide range of refinancing<br />
options with a worldwide continuous access to long-term funding.<br />
Our offices in the United States of America:<br />
Eurohypo New York Branch<br />
1114 Avenue of the Americas<br />
NY 10036 New York<br />
Tel. +1 (212) 479-5700<br />
123 North Wacker Drive, Suite 2300<br />
IL 60606 Chicago<br />
Tel. +1 (312) 6 60-19 40<br />
6100 Center Drive, Suite 925<br />
CA 90045 Los Angeles<br />
Tel. +1 (310) 2 15-12 68<br />
Headquarters:<br />
EUROHYPO AG<br />
Helfmann-Park 5<br />
65760 Eschborn<br />
GERMANY<br />
Tel. +49 69. 25 48-0
SENIOR PARTNER<br />
Throughout the real estate world we’re<br />
characterized by our relationships...<br />
Throughout the real estate world we’re<br />
characterized by our relationships...<br />
...and the orange of course<br />
...and the orange of course<br />
The management team members of ING <strong>Real</strong> <strong>Estate</strong> Finance are looking forward<br />
to meeting you during the GRI conference. We will co-host the session<br />
DEBT FINANCING, WHO WILL FILL THE VOID on February 26th.<br />
Find out more about ING <strong>Real</strong> <strong>Estate</strong>’s financing, investing and developing activities at<br />
www.ingrealestate.com or contact Emmanuel Verhoosel our CEO Americas, UK and Structured Finance<br />
for more information: T : +44 20 7767 5239 E : Emmanuel.Verhoosel@ingrealestate.com
Shanghai 2-3 June
CREATORS<br />
CAROLINE ANGOORLY<br />
head of environmental markets – north america<br />
JP MORGAN<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 (212) 834-2133<br />
RUSS APPELL<br />
president<br />
PRAEDIUM GROUP<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212-224-5666<br />
Specialized, structured solutions to<br />
supply and demand-side clients in the<br />
Voluntary, Pre-Compliance and Compliance<br />
Environmental Markets<br />
U.S. real estate investor Over $7 billion<br />
invested since 1991 Primarily mid-size<br />
assets in major markets<br />
Caroline heads Environmental Markets - North America for J.P.<br />
Morgan. Previously Caroline was SVP & Head of Development,<br />
Northeast at NRG Energy and also built NRG’s Environmental & New<br />
Business function, spearheading NRG’s strategy and initiatives in the<br />
environmental, regulatory and green business arenas. Caroline also<br />
served as VP & General Counsel at renewable generator Enel North<br />
America and a project finance Partner at leading law firm Milbank.<br />
She holds geology, law and business degrees.<br />
Russell Appel, the President and a founder of The Praedium Group,<br />
has been building the company since 1991 and is responsible for<br />
all aspects of activities, including strategy and investment policy.<br />
Mr. Appel, in addition to his responsibilities with Praedium, ran<br />
CSFB’s commercial mortgage finance business from 1991 to 1994.<br />
From 1986 to 1991 Mr. Appel was a Vice President in the real estate<br />
department of Goldman Sachs & Co. Mr. Appel holds a B.S. in<br />
Economics and an M.B.A. from the Wharton School of the University<br />
of Pennsylvania, and is currently the Chairman of PREA.<br />
JOHN BACZEWSKI<br />
president<br />
REAL ESTATE FIDUCIARY SERVICES LLC<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 617.737.4517<br />
PHILIP BLUMBERG<br />
chairman & ceo<br />
BLUMBERG CAPITAL PARTNERS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
REFS, provides an adjunct senior real<br />
estate team to meet your portfolio needs,<br />
supporting decision processes<br />
Distressed debt, REIT, CMBS, CDS,<br />
commercial real-estate, investors, USA, EU,<br />
Middle-East<br />
John Baczewski, CPA, president of <strong>Real</strong> <strong>Estate</strong> Fiduciary Services,<br />
LLC (REFS), has more than 25 years of experience in institutional real<br />
estate investment, finance and management, including investment<br />
strategy development, asset strategy development, portfolio and<br />
asset management, workouts and re-structuring, due diligence and<br />
transaction management, operational reviews, financial management<br />
and portfolio monitoring. Professional memberships include NCREIF<br />
and PREA. Baczewski is a fellow of the Homer Hoyt <strong>Institute</strong> and<br />
serves on the REIS Council.<br />
Chairman & Chief Executive OfficerThe Blumberg Capital Partners<br />
group of companies based in Miami and New York founded in 1979<br />
has operated fully discretionary investment funds since 1992. Its real<br />
estate asset management division has been recognized as one of<br />
the top performing real estate asset managers in the US in relation<br />
to returns and growth.Mr. Blumberg received his M.B.A. from Harvard<br />
Business School and his undergraduate degree from the University<br />
of North Carolina.<br />
SIEGMUT BOEHM<br />
senior real estate investment manager<br />
AM ALPHA GMBH<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +49 (0) 89 / 149 02 78 20<br />
TORE BORTHEN<br />
managing partner<br />
REAL KAPITAL PARTNERS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +47 47 23116855<br />
Presence in Europe and Asia, covering<br />
Western Europe as well as Turkey, China,<br />
Japan and Singapore.<br />
Private equity RE investments; Pan European<br />
Opportunistic Investments; Luxembourg<br />
funds; Size €100-200M;<br />
Highly experienced investment team<br />
Mr Böhm heads the Investment Management of AM alpha and<br />
manages investments across Europe. Prior to joining AM alpha,<br />
he spent more than 5 years with MEAG, the asset manager for<br />
Munich Re Group. Previously, he worked for Siemens <strong>Real</strong> <strong>Estate</strong><br />
and several German construction companies. He holds a MSc in<br />
real estate economics (European Business School) and a diploma<br />
in Business Administration.AM alpha GmbH, Privately owned RE<br />
Investment Advisory & Asset Management Company; Headquartered<br />
in Munich, with a presence in Europe and Asia; Responsible for the<br />
management of the direct RE investments of several wealthy German<br />
families (UHNWIs); Investments in Europe (Core), Turkey & Chile<br />
(Opportunistic).<br />
Tore Borthen, is one of the founders of <strong>Real</strong>kapital Partners,a private<br />
equity real estate investment management firm headquartered in<br />
Oslo, Norway. Tore is the manager of two pan-European opportunistic<br />
real estate funds that targets 16 % annual value-creation within a 3-5<br />
years investment horizon. Before starting the <strong>Real</strong>kapital, Mr. Borthen<br />
was the Director of Investment Management at Aberdeen Property<br />
Investors where he led the development and management of 5<br />
property funds, with € 1.5 billion in invested capital in the real estate<br />
market. Tore holds an MBA from The Wharton School at the University<br />
of Pennsylvania.
USA GRI 2009<br />
USA GRI 2009<br />
THOMAS (“TOM”) BOYTINCK<br />
managing director<br />
FARRAGUT CAPITAL<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 988 7633<br />
TOM BOZZUTO<br />
chairman<br />
BOZZUTO GROUP<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 301-446-2200<br />
ADVISOR/PLACEMENT AGENT - <strong>Real</strong> <strong>Estate</strong><br />
Funds - USA - Europe - Asia - Independent -<br />
Opportunistic & Value-Added<br />
Tom Boytinck co-founded Farragut Capital in 2005. The company,<br />
an investment banking boutique, raises capital for real estate fund<br />
managers around the world from pension plans, endowments,<br />
foundations, insurers and family offices. Farragut maintains offices<br />
in New York, Chicago and Cleveland, and a representative presence<br />
in Berlin and Dubai. Over the past 15 years, the firm’s principals<br />
have closed funds or investments with a gross value in excess of<br />
$15 billion. Mr. Boytinck was previously <strong>Global</strong> Head of <strong>Real</strong> <strong>Estate</strong><br />
Investment for Deutsche Bank Private Wealth Management. He<br />
graduated in 1990 from Columbia University in New York and is now<br />
teaches finance in its <strong>Real</strong> <strong>Estate</strong> Development Program.<br />
As CEO of The Bozzuto Group of companies, Tom directs the<br />
development, construction and management of income-producing<br />
and for-sale housing throughout the Mid-Atlantic and Northeastern<br />
regions. Throughout his career, he has overseen the creation of<br />
more than 45,000 homes and apartments, from affordable to luxury<br />
high-rise, with a conservatively estimated value of $6.7 billon.<br />
Bozzuto Group is privately-held re services organization consisting of<br />
6 integrated companies: -Bozzuto Homes, Inc-Bozzuto Development<br />
Company-Bozzuto Management Company-Bozzuto Construction<br />
Company-Bozzuto Acquisitions Company-Bozzuto Land Company<br />
BRUCE S. BRICKMAN<br />
principal<br />
BRICKMAN<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212.541.5500<br />
DAVID M BRUSH<br />
chairman<br />
RREEF OPPORTUNITY FUNDS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +44 20 7547 5300<br />
Four Funds - Two Strategies (Core Plus,<br />
Opportunity)Focused on Office, Hotel,<br />
Residential, Equity, Performing and<br />
Non-Performing Debt<br />
Bruce S. Brickman, a principal and co-founder of Brickman, has over<br />
25 years of experience in managing a broad array of real estate<br />
investments, including development, acquisition, and management<br />
of office towers, hotels, and residential properties. Since founding<br />
the firm in 1992, Mr. Brickman has focused on finding opportunities<br />
and creating value across asset classes for the four Brickman funds.<br />
Additionally, Mr. Brickman oversees the firm’s long-term relationships<br />
with its investment partners.<br />
Head of <strong>Real</strong> <strong>Estate</strong> Opportunities Funds and Europe for RREEF, the<br />
<strong>Real</strong> <strong>Estate</strong> Investment Management arm of Deutsche Bank, based<br />
in London. He joined the Bankers Trust’s real estate investment<br />
banking group in 1987 and has 20 years of real estate experience. In<br />
his current role, he is responsible for managing the real estate funds<br />
of RREEF focused on high yield real estate investment on a global<br />
basis and for developing the real estate investment management<br />
business for RREEF in Europe. Since its inception, the Opportunities<br />
Fund group has been involved in 200 transactions consisting of<br />
equity investments, real estate asset/loan portfolio purchases with an<br />
enterprise value in excess of $25 billion.<br />
CIA BUCKLEY<br />
partner<br />
DUNE CAPITAL MANAGEMENT LP<br />
shekar.narasimhan@beekmanhelixindia.com<br />
CHRISTOPHER CHEE<br />
managing director, re<br />
BLACKSTONE FINANCIAL SERVICES<br />
shekar.narasimhan@beekmanhelixindia.com<br />
Cia Buckley is a Managing Director and Principal of Dune, a Partner of Dune<br />
<strong>Real</strong> <strong>Estate</strong> Partners and a member of the Dune <strong>Real</strong> <strong>Estate</strong> Investment<br />
Committee. Prior to joining Dune, Ms. Buckley was the President of the U.S.<br />
Fund business for JER Partners, an affiliate of the J.E. Robert Companies.<br />
During her tenure at JER, Ms. Buckley also served on the JER <strong>Global</strong><br />
Investment Committee, European Investment Committee, and the JRT<br />
Investment Committee. Ms. Buckley joined JER in 1997 as Chief Financial<br />
Officer and in 1998 she also became head of asset management. From<br />
1997 through 1999, Ms. Buckley led the acquisition and asset management<br />
of over $1.2 billion of real estate investments. From 2000 to her departure,<br />
Ms. Buckley had management responsibility for the acquisition and asset<br />
management of over $5 billion of U.S. investments, including real estate<br />
owned assets (“REO”), development transactions, complex portfolios, and real<br />
estate operating companies. Before joining JER, Ms. Buckley spent over nine<br />
years in the Investment Banking Group of Bankers Trust and in its <strong>Real</strong> <strong>Estate</strong><br />
Investment Banking Group where she successfully managed acquisitions of<br />
over $2 billion in assets including distressed mortgage portfolios, operating<br />
company investments and structured debt investments.<br />
Christopher Chee is a Managing Director of The Blackstone Group<br />
L.P. and is based in Los Angeles. Since joining Blackstone in 2002,<br />
Mr. Chee has been involved in sourcing and executing transactions,<br />
including a key role in the acquisition of Trizec, CarrAmerica and<br />
Equity Office. Prior to Blackstone, he was a Vice President at Fortress,<br />
an Associate at UBS and at BlackRock .Mr. Chee received a BA in<br />
History from the University of Pennsylvania.
CREATORS<br />
JAY CORNFORTH<br />
svp, managing director, east region<br />
AMB PROPERTY CORPORATION<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 617 619 9371<br />
RICHARD DANSEREAU<br />
president & coo<br />
CADIM<br />
(CAISSE DE DÉPOT ET PLACEMENT DU QUÉBEC)<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 514 679 1356<br />
Owner, operator and developer of industrial<br />
real estate in major markets in the<br />
Americas, Europe and Asia<br />
investor that focuses on a wide range<br />
of equity products in association with<br />
prominent partners<br />
Jay Cornforth is AMB Property Corporation’s Senior Vice President,<br />
Managing Director, East Region of North America and is responsible<br />
for regional development, acquisitions and operations. He is a<br />
member of NAIOP and is Treasurer for the <strong>Real</strong> <strong>Estate</strong> Advisory<br />
Council. Previously, he was with Copley <strong>Real</strong> <strong>Estate</strong> Advisors, AEW,<br />
Cabot Industrial Trust and Cabot Properties. He has a BA from the<br />
University of Western Ontario and an MS in <strong>Real</strong> <strong>Estate</strong> Development<br />
from New York University.<br />
Richard Dansereau is President and Chief Operating Officer of Cadim,<br />
a division ofCaisse de dépôt et placement du Québec and a member<br />
of the <strong>Real</strong> <strong>Estate</strong> group. Assuch, he manages a portfolio of real<br />
estate assets and oversees the company’sinternational development<br />
and management of its network of offices and companies,offering<br />
advisory and investment services, on conventional and nonconventional<br />
realestate equity products to institutional and private<br />
investors internationally.<br />
VICTOR DEL PIZZO<br />
senior manager, real estate investments<br />
ALCATEL-LUCENT<br />
INVESTMENT MANAGEMENT CORPORATION<br />
shekar.narasimhan@beekmanhelixindia.com<br />
ULRICH DISCHLER<br />
director, alternative investments<br />
CREDIT SUISSE ASSET MANAGEMENT<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 325 7936<br />
Mr. Del Pizzo joined Alcatel-Lucent Investment Management<br />
Corporation (“ALIMCO”) in 2002. He is responsible for implementing<br />
the real estate investment program for the Lucent Technologies, Inc.<br />
Master Pension Trust, which consists of direct investment portfolios<br />
and participations in value-added and opportunistic funds. ALIMCO<br />
manages the assets of Lucent’s $30 billion defined benefit plan of<br />
which $2.4 billion are currently invested in <strong>Real</strong> <strong>Estate</strong>. Prior to 2002,<br />
Mr. Del Pizzo held various positions with The Prudential Insurance<br />
Company of America. His most recent assignment was with<br />
Prudential <strong>Real</strong> <strong>Estate</strong> Investors.<br />
Ulrich is the New York based Head Acquisition/Sales Americas for<br />
Credit Suisse’s Asset Management <strong>Real</strong> <strong>Estate</strong> Division out of Zurich,<br />
Switzerland. His responsibilities are acquisitions and sales of core real<br />
estate for Swiss and German managed global real estate funds, the<br />
supervision of the local asset management and the establishment<br />
and maintenance of regional networks in North and Latin America.<br />
Since 2005 he was building up the presence of CSAM <strong>Real</strong> <strong>Estate</strong><br />
in Latin America’s main emerging real estate markets: Mexico, Brazil<br />
and Chile. He holds a TRIUM <strong>Global</strong> Executive MBA from NYU Stern<br />
Business School, LSE London School of Economics, HEC Business<br />
School for Management Paris.<br />
RUSSELL DIXON<br />
founding principal, ceo<br />
REDHILL REALTY INVESTORS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
THOMAS ENGEL<br />
president<br />
THE T.R.ENGEL GROUP<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 617.451.1701<br />
Private RE investment and advisory firm<br />
specializing in opportunistic multi-housing<br />
acquisition and development<br />
International lodging real estate advisory,<br />
asset management and<br />
investment research<br />
Founding Principal/CEO of RedHill <strong>Real</strong>ty Investors. Alongside its<br />
partners, RedHill has $1.5B assets under management. Mr. Dixon is<br />
one of the foremost leaders nationally in the multifamily business,<br />
and was involved in high profile and portfolio transactions annually<br />
valued in aggregated billions of dollars, US. He formerly served as<br />
National MD for Insignia / ESG (NYSE). He was responsible for equity,<br />
debt, structured finance within Capital Advisors and headed Multi<br />
Housing Properties and Investment Advisors. Prior that, he formed<br />
and headed CB Richard Ellis global Multi Housing practice and was<br />
Co-MD of CBRE’s Major Accounts/Institutional Properties division.<br />
Prior to CBRE, he was President/CEO of TWC Advisors, LA.<br />
Prior to forming TRE, Thomas Engel spent 8 years as Executive VP,<br />
Equitable RE Investment Management Inc., (Equitable/AXA) where he<br />
founded, then managed its $1.8 billion Lodging and Leisure Group.<br />
Earlier he created/co-founded 3 lodging brands - Embassy Suites,<br />
Crowne Plaza Hotels & Resorts and Hawthorn Suites hotels. Engel<br />
earned an undergraduate degree from the University of St. Thomas<br />
and an MBA from Northwestern University, and is currently Advisor to<br />
the Board of a $2.0 billion private hotel portfolio.
USA GRI 2009<br />
USA GRI 2009<br />
MIKE FASCITELLI<br />
president<br />
VORNADO REALTY TRUST<br />
shekar.narasimhan@beekmanhelixindia.com<br />
JUERGEN FENK<br />
chief executive officer<br />
HYPO REAL ESTATE CAPITAL CORPORATION<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 671 6550<br />
Michael D. Fascitelli, 52 is President of Vornado <strong>Real</strong>ty Trust (NYSE:<br />
VNO), the nation’s third largest REIT and he serves as a Trustee of<br />
the Board. Mr. Fascitelli is also President and a Board member of<br />
Alexander’s Inc. (NYSE: ALX) and he serves on the Board of Toys R Us.<br />
Prior to joining Vornado, Mr. Fascitelli led the real estate investment<br />
banking business of Goldman, Sachs & Co. He joined the firm in 1985<br />
in the <strong>Real</strong> <strong>Estate</strong> Department and became a partner in 1992. He<br />
also served on the firm’s Investment Committee for the Whitehall<br />
Investment Committee. In December 1996 he became President of<br />
Vornado <strong>Real</strong>ty Trust.<br />
Juergen is the CEO of Hypo <strong>Real</strong> <strong>Estate</strong> Capital Corporation a<br />
subsidiary of HRE Group. Juergen has 15 years experience in real<br />
estate finance with a broad base of expertise in both public and<br />
private companies. Under his direction, HRECC has originated and<br />
closed multi-billion transactions and has launched and managed<br />
QRR, a publicly traded commercial mortgage REIT. Prior to joining<br />
HRECC and since 2003, he has been a member of the Board of<br />
Directors of Hypo International, based in Dublin and Stuttgart,<br />
overseeing all global lending activities.<br />
RICHARD S FOOTE<br />
president & ceo<br />
BERKSHIRE CAPITAL SECURITIES<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 207 1012<br />
MERRIE FRANKEL<br />
senior credit officer/vice president, re finance group<br />
MOODY’S INVESTORS SERVICE<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212-553-3652<br />
Moody’s Investors Service is among the<br />
world’s most respected, widely utilized<br />
sources for credit ratings, research and<br />
risk analysis<br />
Mr. Foote co-heads the firm’s alternative asset management practice<br />
with 30 completed mergers and acquisitions of real estate investment<br />
management and services firms aggregating $54 billion of assets<br />
under management. Mr. Foote is the President and Chief Executive<br />
Officer of Highbury Financial Inc., a publicly traded investment<br />
management holding company which he co-founded in 2005. Mr.<br />
Foote was graduated from Harvard College, cum laude, in 1985 with<br />
an A.B. in Economics.<br />
Merrie S. Frankel is a Senior Credit Officer/VP at Moody’s Investors<br />
Service, responsible for a ratings portfolio of over 20 real estate<br />
investment trusts (REITs) and real estate operating companies (REOCs)<br />
in the USA and Canada. Prior to that, she was SVP and Director of<br />
Portfolio Management for Argo Funds, Senior Manager at Ernst &<br />
Young, Director at Cushman & Wakefield, Inc., an Officer at J.P. Morgan<br />
Securities, and RE investment banker and senior tax attorney at<br />
Salomon Brothers. Ms. Frankel is a trustee of ULI chairing its NY District<br />
Council and an adjunct professor at NYU and Columbia Universities.<br />
BEN FRIEDMAN<br />
president<br />
ABACUS CAPITAL GROUP<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 (212) 203-4959<br />
DAVID FRIEDMAN<br />
managing director - fund management<br />
WRIGHTWOOD CAPITAL<br />
shekar.narasimhan@beekmanhelixindia.com<br />
New York based Investment Firm providing<br />
value-added multi-family investment<br />
strategies on behalf of institutional investors<br />
Wrightwood Capital offers bridge,<br />
mezzanine and equity financing, along with<br />
other financial products<br />
Mr. Friedman is President and CEO of Abacus Capital Group, LLC, and<br />
has overall responsibility for company strategy. Mr. Friedman’s role is<br />
to provide strategic direction to ACG’s Executive Team and provide<br />
support to ACG’s investor relations and portfolio management efforts.<br />
Mr. Friedman’s prior work experience as a principal with Greystar<br />
<strong>Real</strong> <strong>Estate</strong> Advisors and DRA Advisors, Inc. has shown a proven track<br />
record in creating and executing institutional investment strategies in<br />
the multi-family sector.<br />
Mr. Friedman is responsible for originating and structuring equity and<br />
mezzanine investments throughout the United States, along with<br />
managing the Fund Management Group. Prior to joining Wrightwood<br />
Capital, Mr. Friedman served as Senior Managing Director of Sterling<br />
<strong>Real</strong> <strong>Estate</strong> Partners and as Managing Director and Executive Vice<br />
President at Heller Financial. Mr. Friedman serves on the Board of<br />
Directors of the University of Wisconsin’s Center for <strong>Real</strong> <strong>Estate</strong>. He<br />
is a member of the Pension <strong>Real</strong> <strong>Estate</strong> Association and the Village<br />
of Glencoe Zoning Board. Mr. Friedman received a BS from the<br />
University of Wisconsin-Madison.
CREATORS<br />
SABINE GAEDEKE STENER<br />
ceo<br />
GAEDEKE GROUP<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 214-273-3324<br />
JEFF GAULT<br />
ceo<br />
LAND CAP PARTNERS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 (310)432-2730<br />
Investor, office, US, $50-$100 million,<br />
existing or development, primary markets<br />
LandCap Partners invests in and provides<br />
financing for residential real estate<br />
throughout the United States<br />
Sabine Gaedeke Stener oversees the leasing and marketing<br />
operations of Gaedeke Group as well as the asset management<br />
activities of the Gaedeke Holdings, Ltd. portfolio. Prior to founding<br />
the firm in 1995, Ms. Stener served as the Director of Marketing<br />
for a major division of Bertelsmann AG, one of the world’s largest<br />
international multimedia companies. Ms. Stener received her MBA<br />
in Marketing, Psychology and International Management from the<br />
University of Hamburg, Germany.<br />
Mr. Gault is CEO of LandCap Partners, a housing partnership that<br />
invests in distressed real estate loans and assets throughout the US.<br />
Most recently, he was President of KB Urban, a division of KB Home.<br />
Previously, Gault was President/COO of Empire Companies; managing<br />
partner with an affiliate of the Pritzker Family of Chicago; managing<br />
principal for SunAmerica; and Director/EVP of real estate for Home<br />
Savings of America. Gault is a licensed architect and contractor.<br />
GREG GELETKA<br />
chief operating officer<br />
AMSTAR GLOBAL<br />
shekar.narasimhan@beekmanhelixindia.com<br />
BOBBY GHISELLI<br />
managing director of acquisitions<br />
DOUGLAS WILSON COMPANIES<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 619.641.1141 x318<br />
Investment Advisor for $335 million Private<br />
Equity Commercial <strong>Real</strong> <strong>Estate</strong> Fund *<br />
Focus on Eastern Europe, Asia<br />
Provides workout, problem resolution, asset<br />
management, consulting, business planning,<br />
receivership, development, construction<br />
management services<br />
Joined Amstar <strong>Global</strong> Partners in 2008 and is responsible for<br />
operations, project finance and fundraising. He has 37 years of<br />
real estate finance and development experience in the US and<br />
internationally. After starting de novo finance units at Nations Credit<br />
Commercial and debis, he served as President/Chief Operating Officer<br />
at DaimlerChrysler Capital Services (debis). He was also Executive Vice<br />
President of Stiles Corporation, a Florida developer, and Managing<br />
Director at Deutsche Bank and CIT.<br />
Mr. Ghiselli is responsible for the acquisition of value-added and<br />
distressed real estate properties. Prior to joining DWC, Mr. Ghiselli<br />
worked at GE Capital and CW Capital where he originated over $500<br />
million in mezzanine and debt investments for commercial real estate<br />
projects. He received his MBA in <strong>Real</strong> <strong>Estate</strong> Finance from University of<br />
Southern California and his undergraduate degree from UT at Austin.<br />
Mr. Ghiselli is an active member of NAIOP and ULI.<br />
HENDRIK HC GIENOW<br />
managing director and regional head<br />
EUROHYPO AG<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +49 69 2548 28511<br />
JEFFREY GILLER<br />
managing principal & cio<br />
LIQUID REALTY PARTNERS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 415 296-9500<br />
BANK<br />
Eurohypo is the leading European<br />
specialist bank for real estate and public<br />
sector finance<br />
Liquid <strong>Real</strong>ty Partners is the global leader<br />
in the real estate private equity secondary<br />
investment sector<br />
Hendrik Gienow joined Deutsche Bank in 1989 and from 1992<br />
on assisted in the formation of International real estate finance at<br />
Eurohypo. His assignments included General Manager for the United<br />
Kingdom, Deputy Head of Credit and Head of Europe. Following the<br />
merger of Eurohypo with two other German lenders in 2002 Hendrik<br />
assumed a new role as Head of Strategy and Development. In 2006<br />
Hendrik was appointed Managing Director for Asia-Pacific and<br />
Chairman of Eurohypo Japan.<br />
Mr. Giller has 23 years of global real estate private equity<br />
investment experience in the US, Europe, Mexico and Asia<br />
including as: Managing Principal and Chief Investment Officer,<br />
Liquid <strong>Real</strong>ty PartnersFounding partner, Somera <strong>Real</strong>ty Value Fund<br />
AdvisorsFounding partner, Towbes Capital Partners Fund 1Managing<br />
Director of JER France, SA (established and ran JER Partner’s first<br />
international operation). Mr. Giller earned his BA from the University<br />
of California, Berkeley and his MBA from the University of Virginia
USA GRI 2009<br />
USA GRI 2009<br />
WILL GLASGOW<br />
senior executive vice president, principal<br />
SCANLANKEMPERBARD COMPANIES<br />
shekar.narasimhan@beekmanhelixindia.com<br />
TOM GOCHBERG<br />
ceo<br />
TGM ASSOCIATES L.P.<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 830 9301<br />
value-add investor ($2.3 billion) in the<br />
western United States:<br />
Office, Retail, Industrial<br />
full-service re investment advisory firm<br />
servicing the pension investment community<br />
and specializes in multifamily properties<br />
Will Glasgow is COO, Senior EVP and a Principal at<br />
ScanlanKemperBard Companies (SKB). He has previously served as<br />
CEO of PacifiCorp Financial Services, a $2.4 billion diversified financial<br />
services company, and CFO of PacifiCorp, a Fortune 200 company. He<br />
has also served as President of NERCO, Inc., a NYSE natural resources<br />
company, and CEO of BCN Data Systems, a Bechtel joint venture. Mr.<br />
Glasgow was previously a partner at Madrona Venture Group. Will has<br />
also been a partner at the law firms of Perkins Coie and Stoel Rives.<br />
Founder and Partner; CEO; primary responsibility for purchases, sales<br />
and financing, directing overall operations. Entered the business in<br />
1969. President of Smith Barney <strong>Real</strong> <strong>Estate</strong> shortly thereafterconceptualized<br />
and spearheaded the original “UBIT” legislation that<br />
passed Congress in 1980; he was the only witness on its behalf before<br />
the Senate Finance and House Ways and Means committees; PREA<br />
was formed because of this legislation...was PREA’s first president and<br />
2nd chairman...in 1991 founded TGM Associates L.P. He was actively<br />
involved in the institutionalization of the re investment area.<br />
JEFFREY L. GOLDBERG<br />
managing partner<br />
MILESTONE GROUP<br />
shekar.narasimhan@beekmanhelixindia.com<br />
JON GOLLINGER<br />
co-founder & east coast ceo<br />
ACCELERATED MARKETING PARTNERS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
National fully-integrated real estate firm<br />
with over $1.5bn of assets comprising<br />
35,000 units under management<br />
Jeffrey Goldberg is Managing Partner of The Milestone Group, a<br />
national real estate investment firm with over $1.5 billion of assets<br />
under management with corporate offices in New York and Dallas.<br />
Milestone owns and manages approximately 35,000 multifamily<br />
units across the country. Mr. Goldberg focuses on corporate strategy,<br />
acquisitions and asset management activities. Mr. Goldberg serves<br />
on the Alumni Board of the University of Pennsylvania. He received<br />
a B.S. and an M.B.A. from the Wharton School of the University of<br />
Pennsylvania.<br />
Jon Gollinger is the co-founder and east coast CEO of national real<br />
estate marketing firm Accelerated Marketing Partners. Gollinger<br />
spearheads the development and implementation of conventional<br />
and accelerated marketing and sales programs around the country. In<br />
2008 alone, Gollinger’s firm conducted nearly 50 auctions in markets<br />
including Atlanta, Boston, Chicago and Los Angeles, to accelerate<br />
absorption for developers and investors. He is frequently called upon<br />
as an expert source by major national consumer press and television,<br />
and he was recently appointed to serve on NAHB’s exclusive<br />
Multifamily Leadership Board. www.acceleratedmp.com<br />
JAMES GOULDING<br />
managing partner<br />
LIMETREE CAPITAL PARTNERS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
TIMOTHY J. GRADY<br />
managing director<br />
MERRILL LYNCH (ASIA PACIFIC) LIMITED<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +852 2161 7671<br />
Private Equity <strong>Real</strong> <strong>Estate</strong> Fund - investing<br />
in Asia/Pacific<br />
James Goulding - 22 Years experience in the Asset Management<br />
industry. Formerly Chief Executive Officer Asia/Pacific - Deutsche<br />
Asset Management, responsible for all equities, bonds, real estate,<br />
private-equity and alternatives activities throughout the region.<br />
Previously, CEO Europe and <strong>Global</strong> Head Institutional Asset<br />
Management for Deutsche Asset Management. James established<br />
LimeTree Capital Partners in 2006 which now manages two specialist<br />
Asia/Pacific private equity funds.<br />
Mr. Grady is a Managing Director and responsible for all of Merrill<br />
Lynch’s real estate investment and lending activities in the Asia<br />
region. Prior to joining Merrill Lynch in 2006, Mr. Grady worked at<br />
Morgan Stanley <strong>Real</strong> <strong>Estate</strong> Fund International, overseeing real estate<br />
investment activities and investment banking in the Asia Pacific<br />
region. While at Morgan Stanley, Mr. Grady was responsible for the<br />
firm’s first successful NPL and the first real estate investments in China,<br />
Hong Kong, Korea and India. He also led the successful execution<br />
of Morgan Stanley’s first several Chinese real estate company IPOs<br />
listed in Hong Kong. Prior to Morgan Stanley, he worked at Lehman<br />
Brothers in Thailand and New York overseeing its real estate and<br />
NPL principal
CREATORS<br />
NIMESH S GROVER<br />
chief investment officer - india<br />
UBS GLOBAL ASSET MANAGEMENT<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +91 22 4090 7079<br />
JOHN HAMILTON<br />
svp business development<br />
PYRAMID HOTEL GROUP<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 617 412 2850<br />
Investing in real estate assets globally<br />
Hotel Property Management Asset<br />
Management Receivership Project<br />
Management<br />
Nimesh is the Chief Investment Officer for the UBS K.Raheja Corp<br />
initiative. Prior to this Nimesh was a Vice President at Citi Property<br />
Investors based in Mumbai for 2 years. Previously he was Principal of<br />
IDFC Pvt Equity for 3 years. Prior to joining IDFC Pvt Equity, Nimesh<br />
was with IDEA a general purpose private equity fund. He holds a<br />
MMS from the University of Mumbai, and BE (Hons) in Chemical<br />
Engineering from University of Mumbai.<br />
John Hamilton is responsible for PHG’s acquisitions and business<br />
development. In the past five years, Hamilton and his team have<br />
underwritten, financed and acquired approximately 50 hotels; 18,000<br />
rooms valued at over $7 billion. Hamilton has 25 years of experience<br />
sourcing, evaluating, underwriting, and executing hospitality real<br />
estate and management transactions. Previously a licensed C.P.A., he<br />
has been associated with such prominent firms as Lowe Hospitality,<br />
Promus Hotels, Carnival Hotels & Resorts, Doubletree Hotels, and<br />
Laventhol & Horwath, CPA’s.<br />
STEVEN HASON<br />
executive director, co-head - north american real estate<br />
APG INVESTMENTS US INC.<br />
shekar.narasimhan@beekmanhelixindia.com<br />
JAN HAZELTON<br />
vice president development<br />
HILTON GROUP PLC<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +44 207 856 8308<br />
leading global hospitality company, with<br />
more than 3,000 hotels in 74 countries<br />
and territories worldwide<br />
Steven Hason is Executive Director and Co-Head of North American<br />
<strong>Real</strong> <strong>Estate</strong> Investments for APG Investments US Inc, a subsidiary<br />
of Netherlands-based APG (All Pensions Group), one of the largest<br />
independent pension administrators in the Netherlands and among<br />
the world’s largest managers of pension assets. Mr. Hason oversees<br />
APG’s services relating to private real estate investments in North and<br />
South America, which includes fund investments, joint ventures and<br />
other private portfolio equity and income-oriented investments in<br />
excess of $3 billion. Steven Hason holds a BSM from Tulane University<br />
and is an active member of the Pension <strong>Real</strong> <strong>Estate</strong> Association<br />
(PREA).<br />
Jan Hazelton was appointed Vice President Development - Strategic<br />
Relationships for Hilton Hotels Corporation in December 2006,<br />
following ten years in banking, covering the hospitality sector, in<br />
New York and London. Now based in London, Jan supports Hilton’s<br />
expansion by overseeing strategic relationships with capital and<br />
development partners. She is an integral part of Hilton’s <strong>Global</strong><br />
Development team, which focuses on extending the portfolio of<br />
world-class Hilton brands. She has also worked for hotel management<br />
companies, banks, private equity funds and consultancies, always<br />
focusing on development, real estate finance and asset management<br />
in the hospitality sector.<br />
JAY HENRY<br />
managing member<br />
TRIGATE CAPITAL<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 (214) 615-3354<br />
MARK HERTZ<br />
managing director<br />
AMSTAR GLOBAL<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 203-429-8418<br />
TriGate Capital, LLC is a private equity firm<br />
focused on investment in real estate debt,<br />
property restructurings and<br />
company restructurings<br />
Investment Advisor for $335 million Private<br />
Equity Commercial <strong>Real</strong> <strong>Estate</strong> Fund *<br />
Focus on Eastern Europe, Asia<br />
Jay Henry is Managing Member of TriGate Capital, LLC and CEO<br />
of JAH & Company, L.P. Prior to his current roles, Mr. Henry was<br />
a Managing Director of Morgan Stanley, focused on real estate<br />
investment. Mr. Henry ran Morgan Stanley’s Investing Group in<br />
Europe with responsibility for the investment and management of<br />
the Morgan Stanley <strong>Real</strong> <strong>Estate</strong> Funds (MSREF) and the <strong>Real</strong> <strong>Estate</strong><br />
Special Situations Funds (MSRESSF), was MSREF’s <strong>Global</strong> Chief<br />
Financial Officer, and was a Senior Investment Officer in the United<br />
States.<br />
Mark E. Hertz joined AGA in 2008 as Managing Director responsible<br />
for all real estate investments and dispositions. Mr. Hertz has over<br />
18 years of development, acquisitions and asset management<br />
experience in the U.S. and internationally.
USA GRI 2009<br />
USA GRI 2009<br />
KEN HUGHES<br />
president<br />
HUGHES DEVELOPMENT<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 214 224 4620<br />
WILLIAM HUGHES<br />
head of us research<br />
UBS REALTY INVESTORS LLC<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 860-616 9133<br />
An emphasis on urban residential/office/<br />
retail mixed-use properties in the South<br />
and Southwest<br />
HUGHES<br />
Ken Hughes has been a commercial and residential mixed-use<br />
developer since 1983. He developed the first TOD in Texas,<br />
Mockingbird Station, in 2000. His projects have won numerous<br />
architectural and planning awards including the Urban Land<br />
<strong>Institute</strong>’s Award for Excellence 2006. His firm, Hughes Development<br />
has executed many different project types including high-end<br />
specialty shopping, urban town homes and condominiums, land<br />
development, office, and a number of mixed-use urban properties<br />
primarily in the Southwest.<br />
Bill Hughes is the Head of Research. He is responsible for providing<br />
economic, capital market, and RE market analyses in both private<br />
and public RE investments, developing investment strategies and<br />
conducting portfolio analysis. He is Chairman of the Strategy Team<br />
and a member of the Investment Committee. Before joining UBS, he<br />
was a Director of Investment Strategy at Blackrock, Inc. (formerly SSR<br />
<strong>Real</strong>ty Advisors), where he delivered research, portfolio analysis and<br />
investment strategy to institutional investors. Bill also held positions<br />
as President of Delphi Investment Advisors and VP of Research and<br />
Portfolio Management at Associated <strong>Estate</strong>s <strong>Real</strong>ty Corporation/MIG<br />
<strong>Real</strong>ty Advisors, Inc.<br />
DENNIS IRVIN<br />
president & chief executive officer<br />
ROCKEFELLER GROUP<br />
DEVELOPMENT CORPORATION<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212-282-2577<br />
DEEPAK ISRANI<br />
senior vp<br />
PACIFICA COMPANIES<br />
shekar.narasimhan@beekmanhelixindia.com<br />
Development & Management Investment<br />
Management <strong>Real</strong> <strong>Estate</strong> Services<br />
INVESTOR<br />
Dennis R. Irvin is president and CEO of Rockefeller Group Investment<br />
Management, a subsidiary of The Rockefeller Group formed to<br />
coordinate the company’s investment management activities. Prior to<br />
RGIM, Dennis held several senior positions in commercial real estate<br />
finance and investment banking including J.P. Morgan Securities.<br />
Dennis was a financial advisor to major corporations and institutional<br />
investors with Jones Lang LaSalle. He holds a BA in Economics and<br />
Public Policy from The University of Chicago.<br />
Deepak Israni has been with Pacifica Companies since 1987 and is<br />
currently the Senior Vice President and Managing Partner. Deepak is<br />
responsible for acquisitions, disposition, development, financing and<br />
asset management of office, industrial, retail, hospitality, residential,<br />
multifamily, single tenant and leaseback transactions. Over the last 19<br />
years of his career in real estate, Deepak has been involved in over $7<br />
billion of transactions. Deepak is married, has 2 children and resides<br />
with his family in the San Diego area.<br />
KATHY JASSEM<br />
portfolio manager<br />
STATE OF NJ TREASURY<br />
shekar.narasimhan@beekmanhelixindia.com<br />
ED KAVOUNAS<br />
chairman & ceo<br />
ROCKWOOD CAPITAL<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 415 645.4309<br />
Currently, Senior Portfolio Manager with the NJ Division of<br />
Investments managing a REIT portfolio in addition to other areas<br />
of coverage in the consumer space. Previously she was a portfolio<br />
manager with Sturdivant & CO. During the early 1990’s she was<br />
director of the Polis Housing Foundation which specialized in<br />
cramming down and turning around failed condo conversions in the<br />
multi-family space. Kathy has a BS from Cornell University, an MBA<br />
from the Wharton School.<br />
Mr. Kavounas is CEO & co-founder of Rockwood Capital, a real estate<br />
investment company which provides equity capital combined with<br />
real estate expertise for repositioning, recapitalization, development<br />
& redevelopment of commercial property. Projects include office,<br />
research & development space, hotel, apartments & retail in U.S.<br />
knowledge-based growth markets where supply is constrained.<br />
Rockwood currently manages about $3 billion of equity invested in<br />
approximately $6.0 billion of real estate in 5 commingled value-add<br />
funds. Prior to Rockwood, Mr. Kavounas held various executive<br />
positions with a partnership for the Agnelli, Rockefeller & Olayan<br />
family interests, & with Mobil Land Dev. Co., a subsidiary of Mobil<br />
Corp.
CREATORS<br />
FRED KELLY<br />
managing director – us finance<br />
TISHMAN SPEYER<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212-715-0384<br />
RICK KLEEMAN<br />
managing partner<br />
WHEELOCK STREET CAPITAL<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 203-517-1256<br />
Mr. Kelly is responsible for Tishman Speyer’s global Debt Capital<br />
Markets activities, including oversight of debt financings across the<br />
U.S. and Emerging Markets. He also is responsible for managing the<br />
firm’s relationships with debt capital providers worldwide. Prior to<br />
Tishman Speyer, he was the CIO for Brookfield Properties Corp., where<br />
he had responsibility for investment and financing activities. Prior to<br />
Brookfield, he spent 14 years in senior financing positions with Merrill<br />
Lynch and Chase where he specialized in RE debt advisory, large loan<br />
CMBS structuring and origination, and RE syndicated lending. Mr.<br />
Kelly is a member of the Finance and Audit Committee of the U.S.<br />
Green Building Council.<br />
Merrick R. Kleeman is a founding partner of Wheelock Street<br />
Capital, L.L.C. which was established in 2008 to pursue a highly<br />
focused, value-oriented investment strategy. Wheelock is focused<br />
on hospitality, retail and residential themes (including residential<br />
land, homebuilders, condominiums and multifamily). Mr. Kleeman<br />
spent over 15 years at Starwood Capital Group, where he served as<br />
Senior Managing Director and Head of Acquisitions. At Starwood Mr.<br />
Kleeman lead the acquisition of Westin Hotels & Resorts, National<br />
and American Golf, Le Meridien Hotels & Resorts in collaboration<br />
with Starwood Hotels, and the formation of Troon Golf and Starwood<br />
Land Ventures.<br />
RICARDO KOENIGSBERGER<br />
managing director<br />
XE CAPITAL MANAGEMENT<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 646 253 6485<br />
HERBERT KOLBEN<br />
chief real estate investment officer<br />
UNION LABOR LIFE<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 202.682.7923<br />
Residential - land - hotel - office - industrial<br />
- retail Mezzanine Debt - Preferred Equity<br />
and Common Equity - Worldwide Focus<br />
Mr. Koenigsberger is a Managing Director and head of XE Capital’s<br />
<strong>Real</strong> <strong>Estate</strong> Group. In this capacity, he is responsible for the overall<br />
strategy, acquisition and asset management of XE’s worldwide real<br />
estate portfolio.Prior to joining XE, Mr. Koenigsberger co-founded<br />
a private investment vehicle, ROCA, focused on the small market<br />
capitalization REIT securities business. From 1994 to 2005, he was a<br />
partner of Apollo <strong>Real</strong> <strong>Estate</strong>, a multi-billion dollar private equity Fund,<br />
where he was responsible for over $ 1 billion of new investments<br />
and the related asset management of those acquisitions. He is a<br />
suma cum laude graduate of the Wharton School of the University<br />
of Pennsylvania.<br />
Herbert A. Kolben is a Senior VP and CIO RE responsible for the<br />
management of all mortgage and RE investments including the<br />
USA <strong>Real</strong>ty, Separate Account J, BuildCanada and the Southern<br />
USA equity fund. Mr. Kolben has over 30 years of RE experience<br />
including 15 with Union Labor Life and over 14 with Citibank N.A.<br />
where he was a Senior Credit Officer and Regional VP. At Citibank, his<br />
responsibilities included all RE functions throughout the mid-Atlantic<br />
and Southeastern states as well as Director of Equities/East with<br />
responsibility for equity originations and capital markets interfacing<br />
for the eastern U.S. and Europe. Prior to joining ULLICO, Mr. Kolben<br />
was a Senior VP at MNC Financial.<br />
ETHAN KRAMER<br />
president<br />
PARAMOUNT HOTEL GROUP<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 (973) 882-0505<br />
TED LEARY<br />
president<br />
CROSSWATER REALTY ADVISORS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 213-629-9901<br />
Co-Investor/3rd party Management; Full-<br />
Service, Select Service Hotels;<br />
Hotel/ Asset Management; Construction<br />
Project Management<br />
Currently active in the workout and<br />
restructuring of real estate management<br />
firms, commingled funds and<br />
limited partnerships<br />
Ethan Kramer is a co-founder of Paramount Hotel Group and serves<br />
as President. Ethan has led the expansion of Paramount since its<br />
inception and was instrumental in the acquisition of BookMyGroup,<br />
a subsidiary of Paramount Hotel Group, and its oversight. BMG is a<br />
group travel organization specializing in hotel accommodations.<br />
Most recently, Paramount formed Hospitality CPM, a construction<br />
project management firm specializing in asset management of hotel<br />
renovations, repositionings and new construction projects.<br />
Ted Leary is the President of Crosswater <strong>Real</strong>ty Advisors. Before<br />
forming Crosswater he founded and served as the Chairman of Lowe<br />
Enterprises Investment Management, a highly regarded value added<br />
investment advisory firm based in Los Angeles. He retired from Lowe<br />
in 2005. Ted has been in the industry since 1975 and has served in<br />
a variety of leadership positions including board memberships in<br />
RECRA , PREA, AFIRE and NAREIM. Prior to real estate he was the chief<br />
of staff to a United States Senator.
USA GRI 2009<br />
USA GRI 2009<br />
STEVE LEBLANC<br />
senior managing director, private markets<br />
TEACHER RETIREMENT SYSTEM OF TEXAS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 512 306 8994<br />
MICHAEL LEHRMAN<br />
managing director / co-head of the americas, refs<br />
CREDIT SUISSE<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 325 4952<br />
Sr. Managing Director,<br />
Private Markets - Private Equity,<br />
<strong>Real</strong> Assets and Principal Investments<br />
Steve LeBlanc is senior managing director, private markets,<br />
overseeing real assets, private equity and principle investments at<br />
TRS. LeBlanc most recently was president and CEO of NYSE-listed<br />
REIT Summit Properties in Charlotte, NC, and served as president of<br />
Urban Growth Property Trust in Chicago and as the executive vice<br />
president for Archstone Communities Trust in Santa Fe. LeBlanc has<br />
a Bachelor of Business Administration in real estate/finance from The<br />
University of Texas at Austin where he also lectures at the McCombs<br />
School of Business.<br />
MICHAEL LEHRMAN is a Managing Director of Credit Suisse and cohead<br />
of the US <strong>Real</strong> <strong>Estate</strong> Finance Group based in NYC. Credit Suisse’s<br />
<strong>Real</strong> <strong>Estate</strong> Finance Group is one of the most active sources of capital<br />
for real estate financing including senior and subordinate mortgage<br />
financing, mezzanine debt and preferred equity investments. From<br />
2001 to 2007, Credit Suisse lead-managed over $100 BN of CMBS<br />
deals ranking it as the #1 US Bookrunner for the period. In addition<br />
to being one of the leading real estate advisory businesses in North<br />
America, Credit Suisse’s real estate fund raising and finance franchises<br />
have initiated lending and investing throughout Western Europe,<br />
Eastern Europe, India, China, Japan, Australia and Mexico.<br />
MICHELLE LEROY<br />
managing director, capital transactions<br />
MACQUARIE REAL ESTATE INC<br />
shekar.narasimhan@beekmanhelixindia.com<br />
MICKEY LEVY<br />
chief economist<br />
BANK OF AMERICA<br />
shekar.narasimhan@beekmanhelixindia.com<br />
<strong>Real</strong> <strong>Estate</strong><br />
Michelle has over 17 years experience in real estate working with<br />
fund managers, REITs, institutional investors, owners and operators.<br />
Prior to joining Macquarie, Michelle was Managing Director at Bear<br />
Stearns where she lead origination, due diligence and fund-raising<br />
efforts. Prior to this, Michelle was Head of Investor Relations for<br />
SL Green <strong>Real</strong>ty Corp, VP for Citigroup Property Investors Fund of<br />
Funds, and Senior Manager for Ernst Young Kenneth Leventhal’s <strong>Real</strong><br />
<strong>Estate</strong> group.<br />
As Chief Economist for Bank of America, Dr. Levy analyzes and<br />
forecasts national and international economic performance and<br />
financial market behavior, and conducts research on monetary<br />
and fiscal policies. He sits on the Bank’s Asset Liability Committee.<br />
In addition to his work with Bank of America, Dr. Levy serves on<br />
the Shadow Open Market Committee and is an advisor to several<br />
Federal Reserve Banks. Dr. Levy has testified before U.S. Congressional<br />
committees on topics concerning the Federal Reserve and monetary<br />
policy, fiscal and budget policies, economic and credit conditions and<br />
the banking industry.<br />
THEODORE (“TED”) LIEBMAN<br />
principal<br />
PERKINS EASTMAN<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 239-8080<br />
BRIAN LIIKALA<br />
administrator, mortgage and real estate division<br />
MICHIGAN RETIREMENT SYSTEM<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 517-335-1029<br />
Architecture, Planning and Programming,<br />
Interiors, Housing, Hospitality, Senior Living,<br />
Office Buildings, Education,<br />
Science and Technology<br />
Theodore Liebman, FAIA is a Principal at Perkins Eastman, the<br />
largest architecture firm in New York with 13 offices worldwide. Mr.<br />
Liebman’s career spans more than 40 years directing the design and<br />
development of housing and large-scale urban projects worldwide.<br />
For the past 18 years his focus has been on Russia, Ukraine and E.<br />
Europe. He received a Bach. Architecture degree (with honors) from<br />
Pratt <strong>Institute</strong>, a Master in Architecture from Harvard University and<br />
was awarded the Rome Prize Fellowship in Architecture.<br />
Mr. Liikala, Administrator of the Mortgage and <strong>Real</strong> <strong>Estate</strong> Division, is<br />
responsible for managing the $6 billion equity real estate portfolio for<br />
the State of Michigan Retirement Systems. During his twenty-six year<br />
tenure, Mr. Liikala has invested more than $12 billion in commercial<br />
real estate. Mr. Liikala obtained a Bachelor’s of Science in Business<br />
Administration -Corporate Finance from Central Michigan University.<br />
He is a member of the Pension <strong>Real</strong> <strong>Estate</strong> Association and a founding<br />
member of the Chartered <strong>Real</strong>ty Investor Society.
CREATORS<br />
GREG LOZINAK<br />
executive vice president, chief operating officer<br />
WATERTON RESIDENTIAL<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 312.948.4550<br />
TOM LYDON<br />
president<br />
CITY INVESTMENT FUND LP<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 224-0360<br />
Waterton Residential is a national<br />
multifamily property management firm<br />
with expertise in all product types<br />
real estate investment and management<br />
organization which targets opportunistic<br />
returns for its investors through diverse<br />
real estate investments.<br />
Gregory J. Lozinak, Executive Vice President, Chief Operating<br />
Officer, joined Waterton in March 2007 and is responsible for the<br />
operations, property accounting, human resources and information<br />
technology functions of the company. Mr. Lozinak graduated from<br />
St. Bonaventure University in New York with a Bachelor’s Degree in<br />
Business Administration in Accounting. Mr. Lozinak is a member of<br />
the National Multi Housing Council Executive Committee and Board<br />
of Directors.<br />
Mr. Lydon is responsible for the management of The City Investment<br />
Fund, L.P. (CIF), a $770 million real estate investment fund which<br />
invests exclusively in the five boroughs of New York City. For eight<br />
years prior to joining CIF, Mr. Lydon served as President and Chief<br />
Executive Officer of SSR <strong>Real</strong>ty Advisors, Inc. an investment manager<br />
which managed over $6 billion of real estate for institutional investors.<br />
Prior to joining SSR, Mr. Lydon served as an Executive Vice President<br />
of Mutual Benefit Life Insurance Company’s <strong>Real</strong> <strong>Estate</strong> Investment<br />
Division, managing a $6 billion real estate portfolio<br />
JANE LYONS<br />
partner<br />
RHODES ASSOCIATES<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 503 0491<br />
STUART MACKINTOSH<br />
managing director, direct real estate<br />
EUROPEAN INVESTORS INC<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212-644-0794 - Ext. 466<br />
assets $4.6 billion; investment<br />
management, direct RE in the US/ Europe;<br />
global RE securities portfolios US,<br />
Europe/ Asia; international client base<br />
Ms. Lyons is a Partner at Rhodes Associates, specializing in the RE<br />
Industry, and has completed more than 500 search assignments.<br />
Earlier in her career, Ms. Lyons worked in marketing and sales for<br />
the Wharton Business School and CBS, Inc. She is a member of ULI,<br />
Pension RE Association, Mortgage Bankers Association, Commercial<br />
Mortgage Securitization Association, Cornell University RE Council<br />
and is a participant in the ULI YLG Mentor Program. Rhodes<br />
Associates, a global retained executive search firm, specializes in<br />
RE, GLOBAL BANKING & MARKETS, ASSET MANAGEMENT, WEALTH<br />
MANAGEMENT. Rhodes takes a knowledge-based approach to<br />
building high-performance teams for some of the world’s leading<br />
companies.<br />
J. Stuart Mackintosh, MD, Principal and Board Member, joined<br />
European Investors in 1985. Stuart is responsible for the firm’s direct<br />
real estate and real estate corporate finance activities. Stuart has<br />
overseen the growth in EII’s direct portfolio to its current $1.4 billion,<br />
dispositions of approximately $1.1 billion during the last two years<br />
and pioneered the establishment of joint ventures with REITs and<br />
private real estate companies across property types. Stuart has 21<br />
years real estate experience, including acquisition, financing, asset<br />
management, structuring joint ventures with various REITs and<br />
private real estate companies. Stuart spent six years at Bank of Boston,<br />
financing foreign investors in US.<br />
PETER MADDEN<br />
executive director, co-head - north american real estate<br />
APG INVESTMENTS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
JAY H MANTZ<br />
global co-head real estate<br />
MORGAN STANLEY<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 761 6336<br />
Peter H. Madden is Executive Director and Co-Head of North<br />
American <strong>Real</strong> <strong>Estate</strong> Investments for APG Investments US Inc, a<br />
subsidiary of Netherlands-based APG (All Pensions Group), one of the<br />
largest independent pension administrators in the Netherlands and<br />
among the world’s largest managers of pension assets. Mr. Madden<br />
oversees APG’s services relating to private real estate investments in<br />
North and South America, which includes fund investments, joint<br />
ventures and other private portfolio equity and income-oriented<br />
investments in excess of $3 billion. Peter Madden has a BS from<br />
Skidmore College, Saratoga Springs, NY, and Masters in <strong>Real</strong> <strong>Estate</strong><br />
Development from MIT.<br />
Jay Mantz is a Managing Director of Morgan Stanley and <strong>Global</strong> Co-<br />
Head of Morgan Stanley <strong>Real</strong> <strong>Estate</strong> overseeing the Firm’s global real<br />
estate business, including banking and capital raising activities as well<br />
as the Firm’s real estate investing program. Jay is also a member of the<br />
Operating Committee of the <strong>Global</strong> Investment Banking Division of<br />
Morgan Stanley. Jay received an MBA from The Wharton School of the<br />
University of Pennsylvania and a BA from Boston University. Jay joined<br />
Morgan Stanley in 1993 and is an active member of various real estate<br />
organizations including the Urban Land <strong>Institute</strong> and the Pension<br />
<strong>Real</strong> <strong>Estate</strong> Association.
USA GRI 2009<br />
USA GRI 2009<br />
BEN MARCIANO<br />
general manager corporate and investment banking usa<br />
EUROHYPO<br />
shekar.narasimhan@beekmanhelixindia.com<br />
SANDEEP MATHRANI<br />
executive vice president<br />
VORNADO REALTY TRUST<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 894 7990<br />
<strong>Real</strong> <strong>Estate</strong> Finance<br />
Ben Marciano is a Managing Director and the General Manager of<br />
Eurohypo AG New York Branch responsible for managing all real<br />
estate businesses and operations in North America. Prior to joining<br />
Eurohypo in January 2003, Ben was a Managing Director with<br />
predecessor company Dresdner Bank <strong>Real</strong> <strong>Estate</strong> from 1999 through<br />
2002. Previously, Ben managed the Owned <strong>Real</strong> <strong>Estate</strong> Department<br />
for Barclays Bank from 1993 to 1999, preceded by Vice President in<br />
Chase Manhattan Bank’s <strong>Real</strong> <strong>Estate</strong> Finance Department from 1984<br />
to 1993, and Project Manager for the U.S. Department of Housing &<br />
Urban Development from 1978 to 1984.<br />
Mr. Mathrani is the Executive VP of Vornado <strong>Real</strong>ty Trust and is<br />
responsible for all of the Company’s U.S. Retail RE and all International<br />
operations. A real estate industry veteran with over 20 years of<br />
experience, Mr. Mathrani joined Vornado in February 2002 after<br />
having spent 8 years with Forest City Ratner, where he was Executive<br />
Vice President responsible for that company’s retail development<br />
and related leasing in the New York City metropolitan area. Vornado<br />
<strong>Real</strong>ty Trust is one of the largest <strong>Real</strong> <strong>Estate</strong> Investment Trusts in the<br />
country, with a total capitalization of over $31 billion. The Company is<br />
an owner, manager and developer of Office and Retail, predominantly<br />
on the East and West Coast of America, Puerto Rico and India.<br />
DAVID A. MAZUJIAN<br />
managing director & president<br />
ING REAL ESTATE FINANCE<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 883 2620<br />
CAROLINE MCBRIDE<br />
chief investment officer<br />
FORUM PARTNERS<br />
INVESTMENT MANAGEMENT LLC<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 203-983-5221<br />
Office - Retail - Multi Family - Industrial -<br />
Hotel - Condo - Parking USA - US$35 - $500<br />
million Metropolitan Markets, Client Focused<br />
Entity-level debt and equity, real estate<br />
operating companies; Private or public;<br />
Western Europe and<br />
Asia; US$25-$100 million<br />
David A. Mazujian heads up ING’s real estate finance activities<br />
throughout North America. He has been responsible for leading and<br />
expanding the business nationally, which has grown to a multi-billion<br />
dollar enterprise with strong institutional national and global clients.<br />
With over 25 years of experience, Mr. Mazujian has been active in<br />
all aspects of management, origination, underwriting, syndication,<br />
and asset management of all types of loan facilities. Prior to ING, Mr.<br />
Mazujian held positions with Bank of Montreal, Touche Ross and<br />
Manufacturers Hanover.<br />
Caroline McBride is co-founder and CIO of Forum Partners, a real<br />
estate investment management firm specializing in corporate real<br />
estate investments in Europe and Asia.Previously, Ms. McBride was<br />
a Managing Director at Security Capital Group and prior to joining<br />
SCG in 1996, she was Director of Private Market Investments for the<br />
IBM Retirement Fund. She joined IBM in 1978. Ms. McBride is a former<br />
Board member of several public REIT’s and PREA.<br />
NELSON MILLS<br />
president & coo<br />
WILLIAMS REALTY ADVISORS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 678 589 7733<br />
CONNIE MOORE<br />
president and ceo<br />
BRE PROPERTIES INC<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 415.445.6523<br />
<strong>Real</strong> <strong>Estate</strong> Funds - Development/<br />
Value-Add$500 Million Equity Under<br />
Management120 Institutional and<br />
Individual Investors<br />
BRE develops, acquires and manages<br />
apartment communities in the West’s most<br />
sought-after places to live.<br />
Mr. Mills is the President and Chief Operating Officer of Williams<br />
<strong>Real</strong>ty Advisors, manager of real estate investment funds with $500<br />
million of equity invested in numerous real estate development<br />
projects and value-add acquisitions. Mr. Mills previously served as<br />
Chief Financial Officer of Lend Lease <strong>Real</strong> <strong>Estate</strong> and Partner with<br />
KPMG. He currently serves on the Board of Directors of Wells REIT II<br />
and Wells Timberland REIT. CPA; BS-Univ of TN; MBA - Univ of GA.<br />
Constance B. Moore has been BRE’s president and chief executive<br />
officer since 2005. She also serves on the company’s board of<br />
directors.With over 30 years of experience in the real estate industry,<br />
she is Chairman of the National Association of <strong>Real</strong> <strong>Estate</strong> Investment<br />
Trusts’ Board of Governors’ Executive Committee, a member of the<br />
Urban Land <strong>Institute</strong>, the RentBureau, LLC Board of Directors, the<br />
California Apartment Association and the <strong>Real</strong> <strong>Estate</strong> Roundtable.
CREATORS<br />
KEN MUNKACY<br />
senior managing director<br />
GENERAL INVESTMENT & DEVELOPMENT CO.<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 617.854.9164<br />
JAMES NEAL<br />
ceo<br />
METZLER REALTY ADVISORS, INC<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 206-224-3900<br />
Investment advisor/Fund sponsor: pension,<br />
family wealth clients * US core and value<br />
add * $15 - $150 mm * major metros<br />
Mr. Munkacy is the Senior Managing Director of GID International<br />
Group, an affiliate of GID Investment Advisers LLC. Mr. Munkacy is<br />
responsible for setting the strategic vision for GID’s international real<br />
estate investment activities including formulating, implementing<br />
and guiding GID’s investment strategy in emerging markets. Prior to<br />
joining GID he served as Managing Director/Asia at Starwood Capitol<br />
Group (Tokyo), Senior Managing Director of GE Capital Golub Europe<br />
(Prague), and Managing Director at TrizecHahn Asia Pacific (Hong<br />
Kong); he also served as Chief Operating Officer of the New Boston<br />
Fund based in Boston.<br />
Mr. Neal founded Metzler’s independent real estate investment and<br />
management operations in North America in 1987 through the<br />
formation of Metzler North America Corporation, a wholly-owned<br />
subsidiary of Bankhaus Metzler in Frankfurt/Main. As Chief Executive<br />
Officer, Mr. Neal has overall responsibility for the development of the<br />
real estate portfolio design and implementation process for Metzler’s<br />
institutional and private clientele. Mr. Neal has over 25 years of<br />
experience in the institutional real estate investment industry.<br />
AL NEELY<br />
chief development officer<br />
ARCHSTONE<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 703-769-1111<br />
LEE NEIBART<br />
deputy global head, real estate<br />
APOLLO INVESTMENTS / APOLLO REAL ESTATE<br />
ADVISORS, L.P.<br />
shekar.narasimhan@beekmanhelixindia.com<br />
Recognized leader in apartment investment<br />
and operations. Concentrated portfolio in<br />
the most desirable neighborhoods in the US<br />
leading international RE fund manager that<br />
has been investing in the United States<br />
since 1993 and globally since 1995.<br />
Mr. Neely serves as Archstone’s Chief Development Officer, where<br />
he has overall responsibility for development activity across the<br />
company’s national portfolio. Mr. Neely joined the company in<br />
1989, and has guided the development and repositioning of 20<br />
high-rise apartment communities encompassing more than 15,000<br />
units, including urban in-fill development and mixed-use projects.<br />
During his 37-year career, Mr. Neely has been responsible for the<br />
development and redevelopment of several billion dollars of real<br />
estate.<br />
Lee S. Neibart, <strong>Global</strong> Chief Executive Officer Mr. Neibart has been<br />
a Partner of AREA Property Partners since 1993.From 1989 to 1993,<br />
Mr. Neibart was with the Robert Martin Company, most recently as<br />
Executive Vice President and Chief Operating Officer. Robert Martin<br />
was a real estate development and management firm with a portfolio<br />
of approximately seven million square feet of commercial real<br />
estate. Mr. Neibart is a Director on various boards relating to AREA’s<br />
investment portfolio. Mr. Neibart also serves on the Advisory Boards<br />
of both The Enterprise Foundation and The <strong>Real</strong> <strong>Estate</strong> <strong>Institute</strong><br />
of New York University. He is also a past President of the New York<br />
Chapter of the National Association of Industrial and Office Parks.<br />
TIM NGUYEN<br />
senior analyst<br />
UNIVERSITY OF CONNECTICUT ENDOWMENT<br />
shekar.narasimhan@beekmanhelixindia.com<br />
CHIP OWEN<br />
president & coo<br />
THE LIGHTSTONE GROUP<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212-616-9969 x3002<br />
Tim Nguyen assists his amazing Treasurer at the University of<br />
Connecticut Foundation in managing a multi-asset class portfolio . Prior<br />
to joining the Foundation, Mr. Nguyen was with the Texas Treasury,<br />
where he initiated and led the firm’s Alternative Investments Division.<br />
Mr. Nguyen holds two undergraduate degrees, one in psychology<br />
and one in political science, from the University of Houston. He also<br />
holds an advanced degree from Yale University with a focus in Ethics &<br />
Economics and an advanced degree from Columbia University with a<br />
focus in Economics & Public Policy. Currently, he is working towards two<br />
separate advanced degrees from the following institutions: Dartmouth<br />
College and Brown University. He currently is an adjunct professor<br />
at the University of Connecticut School of Business and teaches the<br />
following MBA & Graduate courses at University of Connecticut as well<br />
as Brown University in Providence, RI .<br />
Mr. Owen has been The Lightstone Group’s president and chief<br />
operating officer since October 2007 with day-to-day responsibility<br />
for this private company and its diversified portfolio of real estate<br />
assets and operating companies. Previously, he spent three years as<br />
chief operating officer of Equity Office Properties Trust and almost<br />
20 years at Jones Lang LaSalle. He holds a Bachelor of Science in<br />
mechanical engineering and a Master in Business Administration<br />
from the University of Virginia.
USA GRI 2009<br />
USA GRI 2009<br />
GEORGE PANDALEON<br />
president<br />
INLAND INSTITUTIONAL CAPITAL PARTNERS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 630.218.8000<br />
JOHN PETERS<br />
president<br />
PETERS AND ASSOCIATES<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 914 337 9500<br />
Sponsors non-traded REITs and other RE<br />
businesses Over $25 billion in AUM 5th<br />
largest U.S. shopping center owner<br />
Business formation consulting and<br />
executive recruitment to the real estate<br />
industry since 1968<br />
George A. Pandaleon is President of Inland Institutional Capital<br />
Partners, which raises private equity and structures large-scale<br />
investments for Inland’s complex of real estate businesses. Since<br />
2005, Inland Institutional Capital Partners has completed capital<br />
raising and financial advisory transactions with a total capitalization<br />
in excess of $7.5 billion. Mr. Pandaleon’s 25 years of broad-based real<br />
estate investment experience includes public and private real estate<br />
equities, portfolio and asset management, acquisitions, dispositions,<br />
and leasing.<br />
John Peters joined the firm in 1985, became its President in 1991<br />
and bought the firm in 1993. Previously he spent five years on Wall<br />
Street managing small company pension plans. During that time he<br />
owned a seat on the New York Futures Exchange and traded for his<br />
own account. Prior to that he owned and actively managed a real<br />
estate investment and construction company in New York City. CUNY<br />
BA: Math & Physics<br />
SAM PLIMPTON<br />
managing director<br />
BAUPOST GROUP<br />
shekar.narasimhan@beekmanhelixindia.com<br />
JOHN (“JACK”) PORTMAN III<br />
vice chairman<br />
PORTMAN HOLDINGS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 404-614-5252<br />
RE Development & Management; Property<br />
Management & Leasing; Asset Management;<br />
Risk Management; Architecture & Design;<br />
Programming; Interior Design<br />
S. Plimpton is MD of Baupost Group LLC, and is co-head of<br />
Private Investments, which includes the firm’s re area. Baupost<br />
was established in 1982, is a Registered Investment Advisor,<br />
currently manages approximately $16 billion of equity capital on<br />
a discretionary basis. The firm is an experienced investor in a wide<br />
range of securities and asset classes, including domestic and foreign<br />
stocks and bonds, securities and trade claims of companies in<br />
financial distress; performing and non-performing bank loans, real<br />
estate-related debt and equity, privately negotiated investments, and<br />
other illiquid investments. Baupost invests in all property types and<br />
is active in North America, Western Europe, Thailand, Korea, India,<br />
Brazil, Japan.<br />
<br />
John C. (Jack) Portman III is the Vice Chairman of Portman Holdings<br />
and CEO of John Portman & Associates, the architectural and<br />
engineering company. Jack initiated projects throughout the Pacific<br />
Rim; he directed the Portman’s initial entry into China in early 1980s<br />
and into India in late 1990s. He continually maintains a current focus<br />
on the companies’ development activities in China, India and Korea<br />
and oversees the Portman’s regional offices in Shanghai, Bombay,<br />
and Seoul.<br />
STEPHEN QUAZZO<br />
chief executive officer<br />
TRANSWESTERN INVESTMENT COMPANY L.L.C.<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 312-499-1956<br />
JEFFREY QUICKSILVER<br />
managing principal<br />
WALTON STREET CAPITAL LLC<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 312.915.2855<br />
STEPHEN R. QUAZZO is Co-Founder and CEO of Transwestern<br />
Investment Company, L.L.C., a Chicago-based real estate principal<br />
investment firm established in 1996. Over the last 12 years,<br />
Transwestern Investment Company has acquired interests in over 455<br />
U.S. office, retail, industrial and multifamily properties representing<br />
a gross investment of approximately $10.8 billion. Mr. Quazzo holds<br />
undergraduate and MBA degrees from Harvard University. He is a<br />
Trustee and Vice Chairman of the Urban Land <strong>Institute</strong>, serves as a<br />
Director of Starwood Hotels & Resorts (NYSE: HOT).<br />
Managing Principal, Walton Street Capital, L.L.C. Mr. Quicksilver<br />
oversees the global investments of Walton Street Capital, which<br />
has invested approximately $4.0 billion of equity in transactions<br />
with a gross acquisition cost of approximately $12.0 billion since<br />
its inception in 1995. Mr. Quicksilver is a member of the Firm’s<br />
Investment and Management Committee. Prior to joining Walton<br />
Street, Mr. Quicksilver was a member of JMB Private Capital Group,<br />
which was formed in 1992 and successfully focused on opportunistic<br />
and value-added real estate investments. Prior thereto, Mr. Quicksilver<br />
was a Managing Director at JMB <strong>Real</strong>ty Corporation. He has a BA from<br />
the University of Michigan and a JD from Stanford University.
CREATORS<br />
CHIP RODGERS<br />
senior vice president<br />
REAL ESTATE ROUNDTABLE<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 (202) 639-8400<br />
CHRIS ROSENSTOCK<br />
managing director<br />
PACIFICA EQUITY PARTNERS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 619.296.9000 ext 119<br />
Pacifica Equity Partners is diversified in the<br />
following real estate classes:<br />
Debt, Residential, Senior Housing<br />
Clifton E. (Chip) Rodgers, Jr. has been at the center of every major piece of<br />
financial services legislation and regulatory action for over a decade, successfully<br />
representing real estate’s stake in the national policy arena on financial services<br />
issues. He is currently focused on the credit crisis and on implementing<br />
national policy measures to restore liquidity, mitigate market tension and<br />
safeguard systemic stability. In addition to his work in federal government<br />
relations on national policy matters pertaining to credit, capital market and risk<br />
management issues, Rodgers has 15 years of experience in capital market, real<br />
estate investment banking, work-outs and debt restructuring activities. Rodgers<br />
was also appointed by President George H. W. Bush to direct the U.S. Treasury<br />
Department’s office of business liaison, where he focused on a broad range of<br />
issues and regulatory actions affecting America’s business and financial services<br />
sectors. In addition to his current position with The <strong>Real</strong> <strong>Estate</strong> Roundtable,<br />
Rodgers serves on a number of civic, educational and corporate boards. He is<br />
listed in Who’s Who in America and has appeared on the CBS Evening News,<br />
CNBC’s Squawk Box and PBS’ Nightly Business Report.<br />
Chris Rosenstock is the Managing Director of Pacifica Equity<br />
Partners. Since joining Pacifica Companies, Mr. Rosenstock has<br />
secured over 2 billion dollars of debt, mezz, and equity for project<br />
finance. Additionally, Mr. Rosenstock is involved in large portfolio<br />
underwriting. He also oversaw debt and equity relationships for<br />
Pacifica Companies India start up stage in 2005 through 2006. Mr.<br />
Rosenstock is now focused entirely on Pacifica Equity Partners, the<br />
vehicle for launching Pacifica Companies real estate funds and joint<br />
ventures.<br />
HOWARD ROTH<br />
global & americas real estate leader<br />
ERNST & YOUNG<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1-212-773-4910<br />
GREGORY RUSH<br />
managing director<br />
DUNE CAPITAL MANAGEMENT LP<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 (212) 301-8336<br />
Ernst & Young’s real estate practice provides<br />
audit, tax, transaction and risk advisory<br />
services for over 4,000 clients worldwide<br />
Howard Roth is Ernst & Young’s <strong>Global</strong> & Americas <strong>Real</strong> <strong>Estate</strong> Leader.<br />
Before taking his current role, Howard led the firm’s overall Northeast<br />
Area real estate practice for three years, and its real estate tax practice<br />
for nine years. Howard was a partner at Kenneth Leventhal & Co. prior<br />
to its merger with Ernst & Young. Howard is a frequent columnist<br />
and speaker<br />
Gregory Rush is MD and Principal of Dune, a Partner of Dune <strong>Real</strong><br />
<strong>Estate</strong> Partners and a member of the Dune <strong>Real</strong> <strong>Estate</strong> Investment<br />
Committee. Since joining Dune in 2005, Mr. Rush led the acquisition,<br />
financing and asset management of investments for DREF I, focusing<br />
on residential, hotel, retail and entity level investments. Prior to<br />
that, he was an Executive Director in Morgan Stanley <strong>Real</strong> <strong>Estate</strong><br />
since 2000. Prior to that, he spent 3 years in RE investment banking<br />
department of Merrill Lynch. (1993 to 1995) he was a financial analyst<br />
with Vornado <strong>Real</strong>ty Trust.<br />
KIP SANFORD<br />
executive director - co head of syndications - new york<br />
EUROHYPO<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212.479.3019<br />
FRANK SCHMITZ<br />
senior managing principal<br />
PARK HILL GROUP<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 312 4439802<br />
Investment banking * <strong>Real</strong> estate and public<br />
sector financing * member of Commerzbank<br />
group * operating in Europe-Asia-USA *<br />
250 billion Euro<br />
PLACEMENT AGENT<br />
<strong>Real</strong> <strong>Estate</strong> Private Placement Agency<br />
Kip A. Sanford -- Executive Director and Co-Head of Syndications for<br />
Eurohypo AG - New York Branch since June of 2008. Previously, he<br />
spent 15 years at Bank of America and its predecessor banks (Bank of<br />
Boston, Fleet Bank, LaSalle Bank), focused primarily on commercial<br />
real estate loan syndications for corporate, portfolio and project level<br />
finance, both senior and junior in the capital structure. Mr. Sanford<br />
earned a B.S. at Syracuse University and an M.B.A. at Boston College.<br />
Frank E. Schmitz is co-founder and Managing Principal of Park Hill<br />
<strong>Real</strong> <strong>Estate</strong> Group, a private real estate equity placement business.<br />
Previously, Frank was managing director and Head of <strong>Real</strong> <strong>Estate</strong><br />
Equity at Principal <strong>Real</strong> <strong>Estate</strong> Investors where he was responsible for<br />
portfolio strategy and investment management for private and public<br />
market equity clients of Principal <strong>Real</strong> <strong>Estate</strong> Investors’ $12 Billion<br />
real estate equity group. Mr. Schmitz is a graduate of Northwestern<br />
University and the University of Chicago Graduate School of Business.
USA GRI 2009<br />
USA GRI 2009<br />
HAL SCUDDER<br />
senior vice president, peco capital<br />
PHILLIPS EDISON & COMPANY<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 (801) 983-6302<br />
BLEECKER SEAMAN<br />
managing director<br />
LOWE ENTERPRISES INVESTORS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 310-571-4263<br />
owner-operator focused on repositioning<br />
grocery anchored shopping centers,<br />
with over 225 shopping centers totaling over<br />
25 million sq.ft<br />
A diversified national RE company active in<br />
commercial, hospitality, residential property<br />
investment, development, management<br />
Mr. Scudder, Senior VP, oversees Phillips Edison’s equity sourcing and<br />
investment management activities for its equity funds and other<br />
equity investments. He also served as Phillips Edison’s VP of Western<br />
Acquisitions. Before that he was a Principal with The Anderson Group,<br />
a Michigan private equity firm, and spent 11 years with the Taubman<br />
Companies, serving roles in leasing, development, finance and as CFO<br />
of the Taubman Investment Company where he oversaw Taubman’s<br />
private equity investments in A & W Restaurants, Woodward &<br />
Lothrop, UA Theatres, Macy’s and other companies. He started his<br />
career with the New York City Department of City Planning.<br />
Bleecker P. Seaman, III, Managing Director of Lowe Enterprises<br />
Investors (LEI) with shared responsibility for oversight and<br />
management of the firm’s investment management business. He<br />
is chairman of LEI’s Investment Committee and oversees portfolio<br />
management, accounting, operating company administration<br />
and client services administration for the firm’s investment clients.<br />
Previously, Mr. Seaman served as Assistant Director of <strong>Real</strong> <strong>Estate</strong><br />
Investments for the Pennsylvania State Employees’ Retirement<br />
System, and was a loan officer for First Union National Bank. He is<br />
a member of the Pension <strong>Real</strong> <strong>Estate</strong> Association and the National<br />
Association of <strong>Real</strong> <strong>Estate</strong> Investment Managers.<br />
GREGORY SHULTZ<br />
partner<br />
<strong>NEW</strong>BRIDGE SEARCH PARTNERS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 626 6720<br />
CRAIG SOLOMON<br />
managing principal<br />
SQUARE MILE CAPITAL MANAGEMENT<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 2126161550<br />
Newbridge Search Partners provides<br />
executive recruiting consultation to the<br />
global commercial real estate industry<br />
Square Mile is an investment firm which<br />
sources and manages real estate debt,<br />
equity and hybrid investments<br />
Gregory Shultz has over fifteen years of experience in the executive<br />
search business, covering real estate and financial services on a global<br />
basis. Clients include real estate private equity investors, advisors,<br />
developers, owners, financial institutions and service providers.<br />
Prior to founding Newbridge, Gregory worked with two leading U.S.<br />
real estate search firms. His early career was spent with Heidrick &<br />
Struggles in the <strong>Global</strong> Financial Services Practice. Gregory earned his<br />
B.S. from New York University.<br />
Craig Solomon serves as Managing Principal of Square Mile Capital<br />
Management. Prior to Square Mile, Mr. Solomon was the founder<br />
and managing partner of Solomon and Weinberg LLP, a law firm<br />
specializing in real estate and finance, and a founding principal of<br />
SWH <strong>Real</strong>ty Corp., a real estate finance firm and Platinum Funding<br />
Corp., an asset based finance firm. He has particular real estate<br />
expertise in structured finance, distressed transactions, joint ventures,<br />
restructurings and bankruptcies.<br />
NEIL SOSKIN<br />
vice president<br />
WEINGARTEN REALTY<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 916 727 2102<br />
GAYLE STARR<br />
senior vice president, capital markets<br />
AMB PROPERTY CORPORATION<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 415 733 9473<br />
Owns, develops and manages 409<br />
properties in 23 states; 74 million s.f.<br />
NYSE:WRI<br />
Owner, operator and developer of industrial<br />
real estate in major markets in the<br />
Americas, Europe and Asia<br />
Vice President Director of Leasing; joined Weingarten in January 2002.<br />
Director to senior management who oversee’s leasing activities and<br />
has cash flow responsibility for approximately 100 shopping centers<br />
located in the Pacific Northwest, California, Arizona, Las Vegas, Utah,<br />
New Mexico and Colorado. Neil has enjoyed over 20 years in the<br />
real estate industry primarily in retail. He also has experience with<br />
development of hotels and warehouse projects.<br />
Gayle Starr is AMB Property Corporation’s Senior Vice President,<br />
Director of Capital Markets, responsible for unsecured and secured<br />
debt internationally. Starr has 24 years experience in industrial<br />
property ownership including development, property management,<br />
leasing, partnership structuring, finance and dispositions. Averaging<br />
$1.7B and 25 corporate and portfolio financings annually and<br />
responsible for 40 lender relationships, she designs and structures<br />
complex debt transactions. Starr received her BA from UC San Diego<br />
and her JD from UC Davis.
CREATORS<br />
FRANK SURYAN<br />
chairman & ceo<br />
LYON APARTMENT COMPANIES<br />
shekar.narasimhan@beekmanhelixindia.com<br />
CHRISTOPHER TAUBE<br />
director<br />
AETOS CAPITAL<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212.201.2559<br />
Private Multifamily <strong>Real</strong> <strong>Estate</strong> Owner<br />
Over $2.0 billion specializing in acquisition,<br />
development and management.<br />
Independent investment management firm<br />
and sponsor of Asian real estate opportunity<br />
funds totaling $10 billion.<br />
Mr. Suryan is a graduate of the University of Southern California and is<br />
a member of the American <strong>Institute</strong> of Certified Public Accountants.<br />
He is a former Chairman of the Board of Directors for California<br />
Housing Council and is a Board Member of National Multi-Housing<br />
Council and the USC Leventhal School of Accounting. In addition, he<br />
is on the Board of Directors for Orangewood Children’s Foundation;<br />
the Boys and Girls Club of the Los Angeles Harbor and Mater Dei<br />
Catholic High School.<br />
Christopher B. Taube is a Director of Aetos Capital and a member<br />
of the Aetos Capital Asia real estate team. He is responsible for<br />
evaluating all acquisitions in China where the firm has a 20 person<br />
investment team on the ground. Mr. Taube received a B.A. from<br />
Princeton University and an MBA from Columbia Business School<br />
where he was elected to Beta Gamma Sigma and was a member of<br />
the Dean’s Honor List.<br />
MARK TENNISON<br />
executive vice president<br />
EQUITY RESIDENTIAL PROPERTIES<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 312-928-1905<br />
ALYSON TOOMBS<br />
principal<br />
MERRITT CAPITAL INVESTORS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 (203) 966-7634<br />
Focus: Hotel & Conference CentersProjects<br />
characterized by excellence in location,<br />
design, financing, construction<br />
Mark Tennison is responsible for all multifamily development<br />
operations for Equity Residential (EQR) with over $1.5B of new<br />
developments under construction and a total of over $4B in process.<br />
Prior to EQR, he was COO for Pritzker Residential where he established<br />
a multifamily company for the Pritzker family, developing 5,000<br />
units in Washington D.C. and Florida. Previous experiences included<br />
ArchstoneSmith and Trammell Crow Residential. Mark has degrees in<br />
Law, Architectural Engineering and Environmental Design.<br />
Ogttkvv"Ecrkvcn"Kpxguvqtu."NNE<br />
Alyson Toombs joined Merritt in 2004 and has been actively involved<br />
in the real estate community. She has been actively involved in<br />
the recent purchase of Virginia Crossings and the refinancing of<br />
the Wyndham Princeton in 2007. Since joining Merritt, Alyson<br />
has evaluated many hotel conference centers for purchase and<br />
arranged financing. Alyson is a member of the ULI and serves in<br />
leadership positions for both the national UMUDC-Green Council<br />
and the Westchester/Fairfield District Council.Founded in 1981, the<br />
Merritt Group of Companies (“Merritt”) develops and owns major<br />
hotel conference centers and mixed-use developments in the<br />
Northeastern US.<br />
WILLIAM G TUNG<br />
md asia pacific<br />
ROCKEFELLER GROUP<br />
DEVELOPMENT CORPORATION<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 282 2242<br />
FRED VAN OVERBEEK<br />
principal<br />
PRUDENTIAL<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 (415) 291-5084<br />
Mr. William G. Tung is Rockefeller Group’s Managing Director Asia<br />
Pacific and also Chairman of the Shanghai Bund de Rockefeller Group<br />
Company Ltd. Previously, Mr. Tung was a Bertelsmann Vice President<br />
with a 20+ year career in professional real estate investment/<br />
development, A Columbia Business School MBA in Finance and<br />
Architectural degree from Princeton University.<br />
Fred is a Principal with Prudential Mortgage Capital Co. He is<br />
responsible for commercial RE loan originations to REITs, pension<br />
fund advisors, ROCs and other institutional borrowers located in the<br />
western U.S. Fred’s team is also responsible for mortgage loan lending<br />
to the hospitality sector and in Mexico. He joined Prudential in 1988.<br />
(1991-1993), he was responsible for mortgage asset management of<br />
Prudential’s mortgage portfolio in Northern California and the Pacific<br />
Northwest. (1993-2000), he was responsible for large loan originations<br />
in Southern California and the southwest. Prior to joining Prudential,<br />
he was a whole loan and mortgage-backed securities specialist with<br />
Goldman Sachs & Co.
USA GRI 2009<br />
USA GRI 2009<br />
EMMANUEL VERHOOSEL<br />
ceo americas, uk & structured finance<br />
ING REAL ESTATE FINANCE<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 20 7767 5239<br />
BING WANG<br />
managing director<br />
YONGYOU INVESTMENTS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
investment company based in Shanghai,<br />
with offices in Japan, US, specializing in<br />
private equity RE investments,<br />
media production companies in China<br />
Emmanuel Verhoosel is a Senior Managing Director of ING <strong>Real</strong><br />
<strong>Estate</strong>. He is running <strong>Real</strong> <strong>Estate</strong> Finance Americas, UK and Structured<br />
Finance globally. Emmanuel is based in London. Emmanuel started<br />
his career as a lawyer with Linklaters. He then joined JPMorgan for 11<br />
years in the real estate and debt capital market areas, ultimately as a<br />
regional head in JPMorgan <strong>Real</strong> <strong>Estate</strong> Finance in Europe. Emmanuel<br />
holds a Master in Finance of the London Business School and a<br />
Master in Laws from the London School of Economics. He also holds<br />
a Licence en Droit and a Licence en Sciences Politiques from the<br />
University of Louvain.<br />
Dr. Wang combines her academic knowledge base and her<br />
understanding of both China and the US cultural realms into her<br />
business pursuits. She is acting director of MDes real estate program<br />
at Harvard University and also teaches as a visiting professor at the<br />
University of Ulster and University of Cambridge in the UK. She is on<br />
the editorial boards of Journal of Sustainable <strong>Real</strong> <strong>Estate</strong> published by<br />
the American <strong>Real</strong> <strong>Estate</strong> Society and Journal of Planning Theory and<br />
Practice by the Royal Town Planning <strong>Institute</strong> of the UK. Together with<br />
the US and Japanese institutional investors, Dr. Wang founded two<br />
private equity companies based in Shanghai focusing on investments<br />
in property markets and Chinese media production companies.<br />
WIEBKE WANNER-BORCHARDT<br />
director - foreign acquisitions<br />
TIAA-CREF<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 212 916-5731<br />
JONATHAN WESTEINDE<br />
managing partner<br />
WINDMILL DEVELOPMENT GROUP, LTD.<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 613 820-5600<br />
Investment Manager/Fund Sponsor Core<br />
and Value-add Strategies $22 Billion<br />
<strong>Global</strong> Property Portfolio (9/30/08)<br />
Wiebke Wanner-Borchardt is a Director within <strong>Real</strong> <strong>Estate</strong> for the<br />
TIAA-CREF organization and Teachers Advisors, Inc. As a member of<br />
the real estate team, Ms. Wanner-Borchardt is responsible for foreign<br />
acquisition including emerging market investment opportunities.<br />
Before earning the distinction of Director within <strong>Real</strong> <strong>Estate</strong><br />
Acquisitions, Ms. Wanner-Borchardt worked as an Associate for a<br />
time period of three years. She joined TIAA-CREF in 2004 and has<br />
more than six years of industry experience. Prior to joining TIAA-CREF,<br />
Ms. Wanner-Borchardt worked as an Analyst for ING Investment<br />
Management, where she focused on the buy-side for the financial<br />
services company.<br />
Jonathan has been a leader in sustainable development in North<br />
America, having led the development teams that achieved the first<br />
LEED Platinum mixed use building in North America, the first LEED<br />
Platinum planned community in North America and several other<br />
developments that are set to achieve a minimum of LEED Gold.<br />
Jonathan also chaired the Centre For Environmental Cooperation<br />
(a NAFTA Initiative) Green Building Advisory Group and sits on the<br />
Executive of the Canada Green Building Council. Jonathan is also a<br />
marathon runner and avid squash player.<br />
DOUG WILSON<br />
chairman & ceo<br />
DOUGLAS WILSON COMPANIES<br />
shekar.narasimhan@beekmanhelixindia.com<br />
EDDIE WONG<br />
ceo<br />
WINNINGTON CAPITAL LIMITED<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +852 2913 7000<br />
Provides workout, problem resolution, asset<br />
management, consulting, business planning,<br />
receivership, development,<br />
construction management services<br />
China dedicated private real estate fund<br />
with focus on large scaled, master planned,<br />
city-core, multi-use redevelopment projects<br />
Mr. Wilson is Chairman and CEO of Douglas Wilson Companies which<br />
provides a diverse range of specialized business, workout and real<br />
estate services for distressed assets throughout the United States. In<br />
the mid 1980s, Mr. Wilson served as Managing Director of a company<br />
that developed a 1.2-million-square-foot office and hotel tower<br />
complex in San Diego’s emerging downtown business district. He<br />
founded his present company in 1989 which today has offices in San<br />
Diego, San Francisco, Atlanta and Orlando.<br />
Mr. Wong joined Winnington as its CEO in 2005 and became CEO of<br />
Trophy property on its formation in 2007. Prior to Winnington, he held<br />
senior positions at major International banks, the last being Chairman<br />
of the Management Committee for Asia, Hypo-Vereinsbank(HVB)<br />
which he joined in 1995. Throughout his financial career of over<br />
20 years he has developed substantial experience in fixed income<br />
trading, portfolio risk management, structured credit, and real estate<br />
financing products.
CREATORS<br />
RUIFEN XU<br />
global real estate portfolio investment manager<br />
DOW CORPORATE PENSION FUND<br />
shekar.narasimhan@beekmanhelixindia.com<br />
OFER YARDENI<br />
managing director<br />
STONEHENGE PARTNERS<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +1 646-878-2004<br />
Dow Chemical Corporate Pension in Fix<br />
Income, Public Equity and<br />
Alternative Investment<br />
Owner/Operator of Manhattan real estate;<br />
Focus on creating value through intensive<br />
management and capital improvements<br />
Ruifen Xu is heading <strong>Global</strong> <strong>Real</strong> <strong>Estate</strong> Investment for Dow Corporate<br />
Pension. In this role, she manages global real estate investments for<br />
existing real estate portfolio and builds the international markets real<br />
estate investment on behalf of the Dow Employees’ Pension Plan and<br />
the Union Carbide Employees’ Pension Plan. She has both a Master’s<br />
in <strong>Real</strong> <strong>Estate</strong> and Master’s in Science from Columbia University,<br />
and Bachelor in Municipal Civil Engineering from Shanghai Tongji<br />
University.<br />
Ofer Yardeni is the Managing Partner of Stonehenge Partners, a<br />
real estate company which owns and manages a portfolio of 18<br />
properties in Manhattan. The portfolio is comprised of approximately<br />
2,500 residential units and 1,000,000 square feet of commercial,<br />
retail and garage space and is valued at approximately $2 billion. Mr.<br />
Yardeni has been in the real estate business for the last 20+ years with<br />
a focus in New York City multifamily and commercial properties.<br />
RICHARD YUE<br />
ceo<br />
ARCH CAPITAL MANAGEMENT CO. LTD<br />
shekar.narasimhan@beekmanhelixindia.com<br />
tel +852 2287 4680<br />
Development Biased. Special Situations.<br />
Distressed and Restructuring. Asian Property<br />
Developer affiliated, across all asset classes<br />
ARCH Capital is a boutique re private equity fund manager. It is a<br />
JV with the Ayala Group of the Philippines. Its current Fund targets<br />
opportunistic re investments in Asia ex-Japan and the Philippines<br />
focus on China, India, Thailand, Vietnam.The ARCH team has<br />
significant experience in regional investment acquisitions. Previously,<br />
Mr. Yue was Director of Investment at AIG with US$6.0 billion and<br />
15 million sq.ft. under management in Asia. Experience ranges from<br />
investment in completed and development projects to special<br />
situations, corporate restructuring, M&A, REIT’s and Mezz. With its<br />
affiliation with Ayala, a large vertically integrated developer, ARCH is<br />
uniquely positioned in Asia.
GRI ANNUAL MEMBERSHIP<br />
Individual and Corporate Membership of the GRI is open to senior<br />
players in the real estate industry that find it beneficial to belong<br />
to a global community of elite achievers in their industry.<br />
INDIVIDUAL MEMBERSHIP<br />
GRI Members as of December 31 are listed in the GRI<br />
Yearbook of the subsequent year.<br />
GRI Members benefit from reduced Member rates when<br />
registering to attend GRI Meetings.<br />
GRI Members are invited to private GRI Board Dinners.<br />
Complete list of membership benefits available<br />
on request.<br />
CORPORATE MEMBERSHIP<br />
Please contact Henri Alster, Chairman, GRI:<br />
henri.alster@globalrealestate.org<br />
The GRI Yearbook celebrates GRI Corporate<br />
and Individual Members annually.<br />
Profiling in the Yearbook is automatic<br />
with annual membership.<br />
The Yearbook is available to GRI Members only.<br />
www.MyGRI.com/Yearbook2008
DETAILS<br />
GLOBAL REAL ESTATE INSTITUTE www.globalrealestate.org info@globalrealestate.org<br />
MAIN: 511 Avenue of the Americas - suite 4100, New York, NY 10011, USA tel +1.866 399 1210<br />
EUROPE/ASIA: 1379 High Road - 11th floor, London, N20 9LP, UK tel +44.20 8492 2638<br />
MR/MRS/DR... FIRST MIDDLE/INITIALS LAST<br />
SUFFIX (III•JR..) NICKNAME BADGE NAME<br />
BUSINESS ACTIVITY (Please tick one)<br />
❑ INVESTOR<br />
❑ PENSION (Investor)<br />
❑ PROPERTY COMPANY<br />
(Developer)<br />
❑ INFRASTRUCTURE COMPANY<br />
❑ LENDER<br />
❑ HOTEL (Company)<br />
❑ INVESTMENT BANK<br />
❑ CORPORATE (User)<br />
❑ AGENT (Surveyor)<br />
❑ ADVISOR (Accountant/Tax)<br />
❑ LAWYER<br />
❑ A&E (Architect/Engineer)<br />
❑ TITLE (COMPANY)<br />
❑ GOVERNMENT (Officials)<br />
❑ ECONOMIC DEVELOPMENT<br />
❑ ACADEMIC (Think Tank)<br />
❑ MEDIA<br />
❑ TRADE (Group/Exhibit/<br />
Conference Organiser)<br />
❑ OTHER_________________<br />
POSITION<br />
COMPANY NAME<br />
■<br />
PAYMENT DETAILS(please tick) A receipt will be returned.<br />
BY CARD❑ Visa❑ Master❑ AmEx<br />
EMAIL<br />
CARD NUMBER<br />
CVV NO.(Card Security Code)<br />
DIRECT TEL<br />
FAX<br />
NAME ON CARD<br />
PA EMAIL TEL<br />
EXPIRY SIGNATURE<br />
ADDRESS<br />
CITY STATE POSTCODE COUNTRY<br />
DIVISION’S WEB ADDRESS (EX: WWW.COMPANY.EXT/DIVISION...)<br />
CREDIT CARD BILLING ADDRESS, if different from above (important, please provide)<br />
STREET ADDRESS<br />
CITY STATE/COUNTY POSTCODE<br />
<br />
<br />
GRI MEETINGS 2009<br />
PLEASE FAX TO:<br />
+44 20 8445 6633<br />
MEMBERSHIP<br />
FEES<br />
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£ Sterling € Euros US$<br />
£1,200<br />
€1,800<br />
£400 €600<br />
** Available for fee-paying Discussion (co-) Chairs of any GRI during calender year.<br />
$2,400<br />
$800<br />
USA GRI 09<br />
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Asia GRI 09<br />
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Until 26 Jan<br />
After 26 Jan<br />
$2,275<br />
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Until 19 Jan<br />
After 19 Jan<br />
$2,275<br />
$2,375<br />
$2,075<br />
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Fee for payment methods other than credit card<br />
$100<br />
Fee for onsite payment (credit card or cash only) $175<br />
Fee for payment methods other than credit card<br />
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Fee for onsite payment (credit card or cash only) $175<br />
Middle East GRI 09<br />
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Deutsche GRI 09<br />
Frankfurt, 27-28 April<br />
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Until 23 Mar<br />
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€2,475 (+19% VAT)<br />
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€2,275 (+19% VAT)<br />
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€1,875 (+19% VAT)<br />
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Fee for payment methods other than credit card<br />
$100<br />
Fee for onsite payment (credit card or cash only) $175<br />
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Fee for onsite payment (credit card or cash only)<br />
€75 (+19% VAT)<br />
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GRI World Summit 09<br />
London, 6 May<br />
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China GRI 09<br />
Shanghai, 2-3 June<br />
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Until 27 April<br />
After 27 April<br />
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$2,275<br />
$2,375<br />
Fee for payment methods other than credit card<br />
Fee for onsite payment (credit card or cash only)<br />
£50 (+15% VAT)<br />
£100 (+15% VAT)<br />
Fee for payment methods other than credit card<br />
$100<br />
Fee for onsite payment (credit card or cash only) $175<br />
GRI Europe Summit 09<br />
Paris, 15-16 Sept<br />
Single<br />
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or GRI Member<br />
India GRI 09<br />
Delhi, 23-24 Sept<br />
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Until 3 Aug<br />
After 3 Aug<br />
€2,475 (+19.6% VAT)<br />
€2,575 (+19.6% VAT)<br />
€2,275 (+19.6% VAT)<br />
€2,375 (+19.6% VAT)<br />
€1,875 (+19.6% VAT)<br />
€1,975 (+19.6% VAT)<br />
Until 24 Aug<br />
After 24 Aug<br />
$2,975<br />
$3,075<br />
$2,675<br />
$2,775<br />
$2,275<br />
$2,375<br />
Fee for payment methods other than credit card<br />
Fee for onsite payment (credit card or cash only)<br />
€75 (+19.6% VAT)<br />
€125 (+19.6% VAT)<br />
Fee for payment methods other than credit card<br />
$100<br />
Fee for onsite payment (credit card or cash only) $175<br />
Russia GRI 09<br />
Moscow, 30 Sept - 1 Oct<br />
Single<br />
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or GRI Member<br />
New Europe GRI 09<br />
Warsaw, 23-24 Nov<br />
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or GRI Member<br />
Until 31 Aug<br />
After 31 Aug<br />
€2,475<br />
€2,575<br />
€2,275<br />
€2,375<br />
€1,875<br />
€1,975<br />
Until 19 Oct<br />
After 19 Oct<br />
€2,475<br />
€2,575<br />
€2,275<br />
€2,375<br />
€1,875<br />
€1,975<br />
Fee for payment methods other than credit card<br />
€75<br />
Fee for onsite payment (credit card or cash only) €125<br />
Fee for payment methods other than credit card<br />
€75<br />
Fee for onsite payment (credit card or cash only) €125
Senior Partners<br />
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