Conference cancelled

PEI Media has been working with our teams, clients and suppliers to monitor the impact of the Novel Coronavirus (COVID-19) outbreak. As part of this review, we have made the very difficult decision to cancel the PERE CFOs & CFOs Forum, scheduled to take place October 19-20 at the Convene, 730 Third Avenue.

We apologize for any inconvenience caused, but as always, the safety and health of our participants, community and staff are our priority and we feel this is the best option. If you have any questions, please contact regny@peimedia.com

To view our terms and conditions, click here.

PERE CFOs & COOs is a premier event that brings together CFOs, COOs, CCOs, tax and accounting officers, controllers, treasurers, and other major stakeholders within the real estate investment community for a comprehensive look at the latest in fundraising, accounting, best practices, compliance, and technology, in addition to addressing the most pressing issues and hot button topics impacting the industry.

Today’s real estate CFO and COO is tasked with financial reporting on an unprecedented number of entities, diverse investment fund structures, expansion into new asset classes, more intensive operational due diligence as well as more pressure to comply with regulatory scrutiny. Balancing the optimum combination of new technologies, more effective digital and analytical tools, outsourced providers, and larger in-house teams is essential to be competitive.

Discussion topics:

  • Geopolitical and macroeconomic factors impacting the real estate industry
  • Cross-border investments: building globally by thinking locally
  • State of the industry: what’s trending in alternative fund structures
  • Navigating and finding opportunities in the middle market
  • Merger & acquisitions: working towards integration
  • Data privacy and cybersecurity update
  • Under pressure investing in ESG
  • SEC update
  • The meteoric rise of debt funds and direct lending

Keynote speaker

Reisa Bryan
Global Chief Operating Officer, Nuveen Real Estate

Reisa is a Global Chief Operating Officer for Nuveen Real Estate. Located in the firm’s Charlotte, North Carolina office, she leads investment governance and operations, supports the planning, coordination and execution of U.S. business process and initiatives. Reisa is a member of the Global Executive Leadership and the Americas Executive Leadership teams and also serves as the chief of staff to the head of Nuveen Real Estate, Americas and is the central point of contact for senior leaders.

Download the PERE CFOs & COOs Forum brochure

 

 

2020 brochure available for download! Download to view:

– Speakers

– Advisory board

– Agenda highlights

– Past event attendees

and more!

Featured sessions

Keynote Fireside Chat

Reisa Bryan, Global Chief Operating Officer, Nuveen

Keynote panel | CFOs & COOs: The Agents of Change

Angelo Gordon, Dune Real Estate Partners, Harrison Street, Invesco Real Estate and Private Markets, and Thor Equities

Special Presentation “Geopolitical and macroeconomic factors impacting the real estate industry”

Spencer Levy, Chairman, Americas Research & Senior Economic Advisor, CBRE

Learn how to improve your firm’s operating model

Actionable intelligence & peer-to-peer networking

Meet with CFOs, COOs, SVPs, VPs, Directors & Controllers in private real estate to leverage their experience and learn best practices.

The latest tax and accounting updates

Hear about how recent tax and accounting changes will impact private real estate fund structuring for foreign investors.

Up to 12 CPE credits

Bolster your career with Continuing Professional Education credits. PEI is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Previous attendees have said

I like the fact that it is specifically tailored to PERE and has attendees facing the same issues as you.

An excellent forum targeted to the specific needs of finance and operations professionals supporting the real estate industry. Insightful and relevant topics th…

Read full testimonial

I think this is a must attend conference for CFOs in the PERE space. Our world is small and this was an excellent networking opportunity.

2020 agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Monday 19th

Plenary session
07:45 - 09:00

Women's leadership breakfast

08:00 - 09:00

Registration and breakfast

09:00 - 09:10

PEI welcome & chairman’s introduction

09:10 - 10:00

Keynote panel | CFOs & COOs: The agents of change

Darren Berk, Melissa Gliatta, Stephen Gordon, Mark Maduras, Beth Zayicek

In a market where financial oversight and operational efficiency matter most, CFOs and COOs today are important agents of change within their organizations, spearheading strategic initiatives, driving innovation, and protecting the firm’s assets and employees.  Hear from these dynamic leaders and learn what they are doing to overcome challenges, navigate obstacles, and unlock opportunities during turbulent times.

  • What are your top priorities during an economic downturn?
  • Where are you allocating your time and resources given current market conditions?
  • How imperative is it for CFO’s and COO’s to assume a leadership role both strategically and tactically?
  • What safeguards were in place prior to the downturn? Are they working?  What would you change?
  • What have been the biggest challenges in terms of financial oversight and operational efficiency?
  • How is your firm responding to LPs and other major stakeholders?

Panelists:

Darren Berk, Chief Financial Officer, Dune Real Estate Partners LP
Melissa Gliatta,
Chief Operating Officer, Thor Equities
Stephen Gordon, Chief Financial Officer & General Counsel, Harrison Street Real Estate Capital
Mark Maduras, Chief Operating Officer and Chief Financial Officer, Angelo Gordon
Beth Zayicek, Chief Operating Officer, Invesco Real Estate & Private Markets

 

 

A speaker photo for Darren Berk

Darren Berk

Chief Financial Officer. Dune Real Estate Partners LP

Read bio
A speaker photo for Melissa Gliatta

Melissa Gliatta

COO, Thor Equities

Read bio
A speaker photo for Stephen Gordon

Stephen Gordon

General Counsel and Chief Financial Officer, Harrison Street

Read bio
A speaker photo for Mark Maduras

Mark Maduras

Chief Operating Officer & Chief Financial Officer, Real Estate & Private Equity, Angelo Gordon

Read bio
A speaker photo for Beth Zayicek

Beth Zayicek

Chief Operating Officer, Invesco Real Estate & Private Markets

Read bio
10:00 - 10:45

Special presentation | Geopolitical, macroeconomic, and black swan events

Spencer Levy

Hear from leading economist Spencer Levy who will discuss the catastrophic and unprecedented impact of COV-19 and related events on the real estate industry and world economy.

Panelists:
Spencer Levy,Chairman, Americas Research & Senior Economic Advisor, CBRE

A speaker photo for Spencer Levy

Spencer Levy

Chairman, Americas Research & Senior Economic Advisor, CBRE

Read bio
10:45 - 11:00

Networking coffee break

11:00 - 11:45

Panel | Cross-border investments: Building globally by thinking locally

Dino Christoforakis, Wissam Francis, Matthew Scholl
  • Understand the unique set of financial and operational challenges
  • Address the challenge of finding talent, building the right team, and managing operations on a global scale
  • Navigating complex tax structures and cross-border regulations
  • Why CFIUS and other government measures might be an issue?
  • The need for local expertise and finding the right strategic partners
  • Discussion about operational due diligence, investor expectations, and reporting

Panelists:

Daniel Abramoff, Director of Tax, PGIM Real Estate
Dino Christoforakis,
Head of Transactions, North America, AFIAA
Wissam Francis, 
EVP and Chief Financial Officer, Tricon Capital
Matthew Scholl, Executive Director, Union Investment

A speaker photo for Dino Christoforakis

Dino Christoforakis

Head of Transactions, North America, AFIAA

Read bio
A speaker photo for Wissam Francis

Wissam Francis

EVP & Chief Financial Officer, Tricon Capital Group Inc

Read bio
A speaker photo for Matthew Scholl

Matthew Scholl

Executive Director, Head of Investment Management Americas, Union Investments

Read bio
11:45 - 12:30

Panel | Re-thinking real estate debt funds and direct lending

Raphael Fishbach, Leigh Roumila
  • How are you dealing with the downside? Late-cycle market, lack of covenants, interest rates, etc.
  • How is a debt platform operationally different? Avoiding conflicts of interest
  • What are the risks and rewards associated with a debt strategy?
  • Why are more and more lenders entering riskier territory?
  • How much will bankruptcies and defaults impact your current business model

Panelists:

Raphael Fishbach, Managing Director, Mesa West Capital
Joseph Iacono, Chief Executive Officer and Managing Partner, Crescit Capital Strategies
Leigh Roumila, Chief Operating Officer, Managing Director, Basis Investment Group

 

A speaker photo for Raphael Fishbach

Raphael Fishbach

Principal, Mesa West Capital

Read bio
A speaker photo for Leigh	 Roumila

Leigh Roumila

Chief Operating Officer, Agency Multifamily Finance and Managing Director, Basis Investment Group

Read bio
12:30 - 13:45

Networking lunch

Workshops
13:45 - 14:30

Workshop A | Standing out in a crowded middle market and carving a niche with investors

Nilesh Bubna, Mitch Melfi
  • How are market uncertainty, widespread consolidation, and heightened competition impacting the middle market?
  • What are firms doing to differentiate themselves and attract investors?
  • How firms are repositioning themselves to sustain operations, better source deals, and increase operational efficiency?
  • Understand why niche investment strategies are growing in popularity? What are the risks and rewards?

Panelists:
Nilesh Bubna
, Chief Financial Officer, Longpoint Realty
Mitch Melfi, Chief Financial Officer, Drake Real Estate Partners

 

 

A speaker photo for Nilesh Bubna

Nilesh Bubna

Founding Partner, CFO and Portfolio Manager, Longpoint Realty Partners

Read bio
A speaker photo for Mitch Melfi

Mitch Melfi

Chief Financial Officer, Drake Real Estate Partners

Read bio
13:45 - 14:30

Workshop B | Dealmaking: Co-Investing, joint ventures, and collaborative models

Patrick Connell
  • Are LPs, GPs, family offices, and other major stakeholders more likely to pursue collaborative models better given current market conditions?
  • What are the benefits and deterrents for investors?
  • Examine the growing prevalence of non-fund structures
  • What kind of financial reporting and frequency is expected from investors?
  • What are the types of fee structures under these new collaborative models?

 

Facilitator:
Patrick  Connell
, L&L Holdings, Managing Director & Head of Capital Raising

 

A speaker photo for Patrick  Connell

Patrick Connell

Managing Director & Head of Capital Raising, L & L Holding Company, LLC

Read bio
Afternoon plenary session
14:30 - 14:45

Networking coffee break

14:45 - 15:30

Panel | State of the industry: What's trending in alternative fund structures

Kate Davis, Hans DeWitte, Anthony Ross, Jeff Taylor

Join us for an in-depth look at real estate funds and discover the latest trends impacting the industry.  Learn what type of fund structures are currently in and out of favor.  Understand the increasing complexity and nuances of new fund structures as well as what you need to know regarding SEC regulations.

  • Hear directly from the industry experts using the latest in alternative fund structures including interval funds, hybrid funds, hedge funds, non-traded REITs, etc.
  • Are firms simply chasing yields or undergoing a fundamental shift in strategy?
  • What fund structures offer greater liquidity?
  • Address the need for greater transparency in the midst of increasingly complex fund structures.
  • What has been the industry response to recent developments including ODCE funds?

 

Panelists:
Kate Davis, 
President, Broadstone
Hans DeWitte, Chief Financial Officer, Prospect Bridge
Anthony Ross, Managing Director, State Street
Jeff Taylor, Chief Operations Officer, Black Creek Group

A speaker photo for Kate Davis

Kate Davis

President & Portfolio Manager, Broadstone Real Estate Access Fund

Read bio
A speaker photo for Hans DeWitte

Hans DeWitte

Managing Director and Chief Financial Officer, Prospect Ridge

Read bio
A speaker photo for Anthony Ross

Anthony Ross

Managing Director, State Street

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A speaker photo for Jeff Taylor

Jeff Taylor

Managing Director, Chief Operating Officer, Black Creek Group

Read bio
15:30 - 16:15

Panel| Under pressure investing in ESG

Christopher Cayten , Lisa Davis, Lauren Zullo
  • Discover how ESG is becoming a numbers game and major concern for CFO’s and COO’s?
  • Hear best practices from firms with robust ESG policies
  • Learn about the performance metrics and standards used to evaluate ESG
  • Can ESG result in enhanced income and returns?
  • How smaller firms are responding to ESG?
  • When is ESG a dealbreaker for investors?

 

Panelists:

Christopher Cayten, Senior Director, Strategic Growth, LEED AP, CodeGreen Solutions
Lisa Davis, Executive Director and Portfolio Manager, Impact Investing, PGIM Real Estate
Lauren Zullo
, Director of Environmental Impact, Jonathan Rose Companies

A speaker photo for Christopher  Cayten

Christopher Cayten

Senior Director, Strategic Growth, LEED AP, CodeGreen Solutions

Read bio
Lisa Davis PGIM Real Estate

Lisa Davis

Executive Director and Portfolio Manager, Impact Investing, PGIM Real Estate

Read bio
A speaker photo for Lauren Zullo

Lauren Zullo

Director, Environmental Impact, Jonathan Rose Companies

Read bio
16:15 - 17:00

Panel| The end of the cycle: Spotlight on distressed and opportunistic real estate

Dave Ray, Lewis Schwartz

As the market continues to be dominated by major upheavals and volatility, distressed and opportunistic real estate has taken center stage.  Likewise, many of the most active players in this category are seasoned veterans of previous market downturns, and, as such, are well positioned to take advantage of market dislocation.

  • Building an event driven strategy, deploying capital, and managing risk during a downturn
  • Review different scenarios including bankruptcy, refinancing, post-restructured equity, and liquidations
  • Avoiding financial and operational pitfalls
  • Where is capital being deployed and why?
  • What role does a track record and expertise play in distinguishing firms
  • What is the CFO and COO role in keeping operations nimble in order to evaluate opportunities, perform due diligence, and execute deals?

Panelists:

Dave Ray, Chief Operating Officer & General Counsel, Stabilis Capital Management
Lewis Schwartz, Chief Operating Officer, Contrarian Capital Management

A speaker photo for Dave Ray

Dave Ray

Chief Operating Officer & General Counsel, Stabilis Capital Management

Read bio
A speaker photo for Lewis Schwartz

Lewis Schwartz

Chief Operating Officer, Contrarian Capital Management

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17:00 - 18:00

Networking cocktail reception and end of day one

Agenda

Day 2 - Tuesday 20th

Plenary session
07:45 - 09:05

CFO & COO Think Tank (invitation only)

This is an exclusive, off the record breakfast roundtable for CFOs and COOs to address common challenges and concerns.

08:00 - 09:05

Registration and networking breakfast

09:05 - 09:10

Chairman’s opening remarks

09:10 - 09:45

SEC update: Bold moves and sweeping changes in the industry

Conversation with the SEC regarding its heightened scrutiny of the private equity industry in recent years, address hot button topics, and its response to COVID-19.

 

 

 

09:45 - 10:25

Fireside Chat with Reisa Bryan, Global Chief Operating Officer, Nuveen Real Estate

Reisa Bryan, Evelyn Lee

Reisa Bryan, Global Chief Operating Officer, Nuveen Real Estate

Interviewed by: Evelyn Lee, Senior Reporter, PERE

A speaker photo for Reisa Bryan

Reisa Bryan

Managing Director, Global Chief Operating Officer, Nuveen Real Estate

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A speaker photo for Evelyn Lee

Evelyn Lee

News Editor, PERE

Read bio
10:25 - 11:05

Workshop A | Data privacy and cybersecurity: Is your firm at risk?

  • Mitigating risks associated with the new privacy laws (CCPA, GDPR) including fines, litigation, and potential class action suits
  • Discover why certain asset classes are more at risk than others
  • Evaluate the internal controls, third party oversight, and tactics needed for an effective cybersecurity strategy
  • Understand SEC expectations and how to satisfy them.
  • How these new laws are impacting the bottom line?
10:25 - 11:05

Workshop B | Leveraging technology and building an optimal data strategy

Join us for a candid conversation with leading private equity and technology firms about the increased demand for data, reporting, and transparency.

  • Understand the labyrinth of barriers firms face when trying to meet the data challenge
  • Gain actionable insights into portfolio performance, research, and reporting
  • Examine the shift towards data-based decisions
  • Discover how firms are using technology to streamline processes and maximize operational efficiencies.
  • Opportunity to hear directly from firms using the latest in technology
11:05 - 11:45

Panel | Global reporting standards: The growing need for transparency and comparability

Neal Armstrong, John Caruso

Hear directly from the leading associations and learn about the hot topics impacting reporting standards.

  • What are the latest NCREIF PREA reporting standards?
  • What are investor expectations in the current market, and how has this affected the investor reporting process?
  • What degree of transparency are institutional investors looking for, and how do you manage those demands?
  • How quickly is your firm able to respond to LP data requests? Are on-demand capabilities needed?

Panelists:

Neal Armstrong, Director, BNY Mellon 
John Caurso,
 Managing Director & Head of Finance, Americas, Nuveen

A speaker photo for Neal Armstrong

Neal Armstrong

Director, BNY Mellon

Read bio
A speaker photo for John Caruso

John Caruso

Managing Director & Head of Finance, Americas, Nuveen Real Estate

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11:45 - 12:45

Networking luncheon & end of conference

2020 speakers

Daniel Abramoff

Director of Tax, PGIM Real Estate

Neal Armstrong

Director, BNY Mellon

Darren Berk

Chief Financial Officer. Dune Real Estate Partners LP

Reisa Bryan

Managing Director, Global Chief Operating Officer, Nuveen Real Estate

Nilesh Bubna

Founding Partner, CFO and Portfolio Manager, Longpoint Realty Partners

Eva Carman

Partner, Ropes & Gray LLP

John Caruso

Managing Director & Head of Finance, Americas, Nuveen Real Estate

Christopher Cayten

Senior Director, Strategic Growth, LEED AP, CodeGreen Solutions

Dino Christoforakis

Head of Transactions, North America, AFIAA

Patrick Connell

Managing Director & Head of Capital Raising, L & L Holding Company, LLC

Kate Davis

President & Portfolio Manager, Broadstone Real Estate Access Fund

Lisa Davis PGIM Real Estate

Lisa Davis

Executive Director and Portfolio Manager, Impact Investing, PGIM Real Estate

Hans DeWitte

Managing Director and Chief Financial Officer, Prospect Ridge

Raphael Fishbach

Principal, Mesa West Capital

Wissam Francis

EVP & Chief Financial Officer, Tricon Capital Group Inc

Melissa Gliatta

COO, Thor Equities

Stephen Gordon

General Counsel and Chief Financial Officer, Harrison Street

Arshiya Khullar

Senior Reporter, PERE

Evelyn Lee

News Editor, PERE

Spencer Levy

Chairman, Americas Research & Senior Economic Advisor, CBRE

Mark Maduras

Chief Operating Officer & Chief Financial Officer, Real Estate & Private Equity, Angelo Gordon

Mitch Melfi

Chief Financial Officer, Drake Real Estate Partners

Christopher Mulligan

Senior Special Counsel, US Securities and Exchange Commission

Dave Ray

Chief Operating Officer & General Counsel, Stabilis Capital Management

Anthony Ross

Managing Director, State Street

Leigh Roumila

Chief Operating Officer, Agency Multifamily Finance and Managing Director, Basis Investment Group

Matthew Scholl

Executive Director, Head of Investment Management Americas, Union Investments

Lewis Schwartz

Chief Operating Officer, Contrarian Capital Management

Scott Tavolacci

Northeast Director of Sales, Global Solutions Yardi

Jeff Taylor

Managing Director, Chief Operating Officer, Black Creek Group

Beth Zayicek

Chief Operating Officer, Invesco Real Estate & Private Markets

Lauren Zullo

Director, Environmental Impact, Jonathan Rose Companies

2020 Advisory Board

Nilesh Bubna

Founding Partner, CFO and Portfolio Manager, Longpoint Realty Partners

John Caruso

Managing Director and Head of Finance, Americas, Nuveen

Wissam Francis

EVP & Chief Financial Officer, Tricon Capital Group Inc

Melissa Gliatta

Chief Operating Officer, Thor Equities Group

Zoe Hughes

Chief Executive Officer, NAREIM

Jeff Jerden

Chief Operating Officer, Veritas Investments

Kristin Renaudin

Chief Financial Officer, Stockbridge

Cyndy Silverthorn

Managing Director, Crow Holdings Capital 

Lauren Young

Partner, PCCP, LLC

2020 sponsors

For exclusive sponsorship packages for 2020, contact Cristiana Crocco at 646-921-0923 or  cristiana.c@peimedia.com.

Event venue & hotel accommodations

EVENT VENUE: CONVENE

730 THIRD AVE, NEW YORK, NY 10017

HOTEL BLOCK: BENJAMIN HOTEL

125 E 50TH ST, NEW YORK, NY 10022

CPE credits available

 

Bolster your career with Continuing Professional Education credits. PEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.