Speakers at the Marcus & Millichap/IPA Multifamily Forums are typically senior executives and company leaders who own, invest, and develop large portfolios of multifamily properties, as well as a curated selection of industry leaders from organizations that impact real estate today.

• Mark Barer, Twining Properties
• Sarah Barnat, Barnat Development
• Greg Bialecki, RedGate
• Kenan Bigby, Trinity Financial
• Michael Boujoulian, Alliance Residential Company
• Newt Brainard, The Simon Konover Company
• Dan Copeland, Mill Creek Residential Trust
• Matt Edlen, Gerding Edlen
• Mike Fish, Dellbrook | JKS
• Jaron Frieden, Vertex
• Danniel Fuchs, Caesarstone
• Gabby Geller, Women’s Institute for Housing and Economic Development
• Brad Hamel, Alliance Residential Company
• Dan Harvey, Princeton Properties
• Bryan Hughes, First Service Residential

• Andy Huntoon, Trammell Crow Residential
• Sean Jordan, First Service Residential
• Michael LeBrun, Trinity Financial
• Daniel Lee, Lennar Multifamily (LMC)
• Ben Levenson, The Copley Group
• Bill Lovett, Toll Brothers Apartment Living
• Jeff McHugh, G5
• Peter McLoughlin, Boston Property Development
• Russ Oken, Premier Property Solutions
• Chris Reilly, The Carabetta Companies
• Doug Root, Blackfin Real Estate Investors
• Sean Sacks, Hines
• Sandi Silk, Jefferson Apartment Group
• Lars Unhjem, Mill Creek Residential Trust
• Carolyn Zern, Berkley Investments

7:30 AM – Networking Area

Networking Breakfast

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8:15 AM – General Session

Welcome Remarks

Presented by:

• Tim Thompson, Regional Manager, Marcus & Millichap

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8:20 AM – General Session

Multifamily State of Market: National vs. New England Markets

John Sebree will present the current state of the market, comparing and contrasting trends across New England with key investment markets across the country. In addition, to hard-hitting statistics, John will reveal the results of the proprietary multifamily owner survey that will show you what your peers are thinking with regard to their planned investment and divestment activity in the coming year.

Presented by:

• John Sebree, FVP & National Director – Multifamily, Marcus & Millichap

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9:00 AM – General Session

The Big Question: A Developers Forecast On New England

Moderated by:

• Tim Thompson, Regional Manager, Marcus & Millichap

Panelists:

• Tinchuck Agnes Ng, Managing Director & Co-Head of Investments, Cottonwood Group
• Jonathan Davis, Founder, Chief Executive Officer and Chief Investment Officer, The Davis Companies
• Sue Hawkes, Managing Director, The Collaborative Companies
• Brian O’Connor, Principal Design Partner, Cube3
• Sandi Silk, SVP/Development Partner, Jefferson Apartment Group

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9:50 AM – General Session

Morning Keynote: A Fireside Chat

Special Guest:

• Chuck Leitner, CEO, Berkshire Group

Interviewed by:

• John Sebree, FVP & National Director, Multifamily, Marcus & Millichap

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10:20 AM – Networking Area

Networking Break

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10:50 AM – General Session

The Good, the Bad, and the ‘Ugly?’: Equity & Debt Capital Sources Discuss an Uncertain Future

Moderated by:

• Richard Katzenstein, Senior Vice President- National Director, Marcus & Millichap

Panelists:

• Brian Dove, National Real Estate Practice Leader, USI
• Tom Hamill, Senior Regional Director Underwriting and Credit, Freddie Mac
• Julie Kittler, Head of Multifamily Investments, AEW Capital Management
• Robert Maulden, Managing Director Investments Real Estate, John Hancock
• Young Park, President, Berkeley Investment
• Brian Salyards, Principal, PGIM Real Estate Finance

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11:40 AM – General Session

Bringing Out the Best: Innovations in Property Management and Tenant Retention

Moderated by:

• Jennifer Athas, Associate Director, Marcus & Millichap

Panelists:

• Lynn Bora, Senior Vice President Operations Support Services, Winn Residential
• Cyrus Claffey, CEO, Butterfly MX
• Noam Kleinman, Head of Boston, Akelius Real Estate Management
• Charles Schoenau, Managing Director, Insurent
• Mark Smukler, Co-Founder and CEO, Bixby
• Rob Weintraub, CEO, Premier Property Solutions

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12:20 PM – Networking Area

Networking Lunch

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12:30 PM – Lunch Workshop

New Trump Administration Updates: Opportunity Zones, Energy & Specialty Tax Incentives

The presentation is designed to provide New Trump Administration Updates to Federal, State and Local Energy & Specialty Tax Incentives and provide clarity to the design, qualification and certification process to maximize results and cost savings on Purchases, Renovations, Improvements and New Construction projects. During this presentation, you will be able to understand how to capture and best utilize Cost Segregation, Energy Tax Credits (like 179D for commercial buildings and 45L tax credits for residential and multi-family projects) on a local and national scale.

Presented by:

• Michael D’Onofrio, Managing Director, Engineered Tax Services

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1:10 PM – General Session

Creating an Opportunity: Finding Yield Throughout New England

Moderated by:

• Evan Griffith, First Vice President Investments, Marcus & Millichap

Panelists:

• Jim Driscoll, Senior Vice President Development, Waypoint Residential
• Adelaide Grady, Senior VP, Pritzker Realty Group
• Mike Rie, Senior Director Investments, Avalon Bay
• Sean Sacks, Managing Director, Hines

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1:55 PM – General Session

Afternoon Fireside Keynote Chat

Keynotes:

• Doug Manz, Partner, Director of Development, The HYM Investment Group
• Thomas O’Brien, Founding Partner & Managing Director, HYM Investments

Interviewed by:

• Catherine Carlock, Real Estate Editor, Boston Business Journal

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2:25 PM – General Session

Closing Remarks

Presented by:

• Tim Thompson, Regional Manager, Marcus & Millichap

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2:30 PM – Networking Area

Networking Reception

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• AEW Capital Management
• ARCTRUST
• Ares Management
• Arlington Finance Trust
• Arista Development
• Avalon Bay Communities
• AW Perry
• Bay Realty Partners
• Bell Partners
• Berkshire Group
• Berkshire Residential
• BlackRock
• Bodwell Pines
• Boston Capital Corp
• Boston Property Ventures
• Boylston Properties
• Bozzuto
• Brennan Consulting
• Campbell Real Estate
• Capital Real Estate Solutions
• Cathartes
• Charles River Realty Investors
• Chloen Systems
• Claremont Companies
• Copley Wolff Design Group
• Cottonwood Management
• CrossHarbor Capital Partners
• CUBE 3
• Dakota Partners
• DeSimone – Structural
• Diversified Funding
• Drew Company
• Evolution Energy Partners
• Fantini & Gorga
• Futura Sales | Delta Faucet
• Geller & Partners
• Hunneman Real Estate

• Inclusive Prosperity Capital Investors
• Jefferson Apartment Group
• John Hancock Real Estate
• John M. Corcoran & Co.
• Lamoureux Properties
• Landmark Partners
• Lendlease
• LICCO Group
• Lincoln Property Company
• Lupoli Companies
• MassHousing
• MDP Development LLC
• MFS Investment Management
• Multi Vision Investments
• New York Capitol Consultants
• Newmark Knight Frank
• Northland Investment Corporation
• Perry Real Estate Investment
• Pizzuti Development
• PKL Ventures
• Princeton Properties
• Pritzker Realty Group
• Safety, Income & Growth
• Sophava
• The Bozzuto Group
• The Copley Group
• The Davis Companies
• The Norfolk Companies
• The Simon Konover Company
• Trammell Crow Residential
• Trinity Financial
• Verve Property Advisors
• Waypoint Residential
• Whiting-Turner Contracting
• WHT Management
• Wood Partners Investments
• Yule Development Co.

Speaking Inquiries:

John Ward
(917) 445-6029
jward@greenpearlevents.com

Registration:

Scott Milliken
(646) 862-9912
scott@greenpearlevents.com

Sponsorship & Exhibiting

Amber Collins
(646) 783-3940
amber@greenpearlevents.com

Sponsors of the Marcus & Millichap / IPA Multifamily Forum: New England are typically industry vendors and service providers looking to secure new business from medium to large sized multifamily and/or office portfolio operators.

Founded in 1971, Marcus & Millichap is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with more than 1,700 investment professionals in offices throughout the United States and Canada. The firm has perfected a powerful property marketing system that integrates broker specialization by property type and market area; comprehensive investment research; a long-standing culture of information sharing; relationships with the largest pool of qualified investors; and state-of-the-art technology matching buyers and sellers. In 2016, the firm closed 8,995 transactions with a sales volume of approximately $42.3 billion.

Institutional Property Advisors (IPA) is a unique platform created to support the needs of institutional and sophisticated private investors. IPA is centered around a select national network of institutionally qualified brokerage professionals and supported by a robust technology platform and highly regarded research. IPA’s unique combination of real estate investment expertise, industry-leading technology, superior support services and acclaimed research will offer customized solutions for the acquisition and disposition of institutional multifamily properties and portfolios.

Sponsors of the Marcus & Millichap / IPA Multifamily Forum: New England are typically industry vendors and service providers looking to secure new business from medium to large sized multifamily and/or office portfolio operators.

Marcus & Millichap / IPA Multifamily Forum:
New England
Thursday, December 13, 2018

Venue:
Boston Marriott Cambridge
50 Broadway
Cambridge, MA 02142
Google Map

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