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Real Estate Family Office & Private Wealth West
June 15-16, 2026
Waldorf Astoria Monarch Beach ResortDana Point, CA
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June 15th - Day One - PT (Pacific Time, GMT-08:00)

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June 15th - Day One - PT (Pacific Time, GMT-08:00)
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Showing 2 of 2 Streams
8:00am - 9:10am
Breakfast and registration
8:10am - 9:10am
VIP closed‑door: Co‑investing & club deals

How family offices, wealth managers, and RIAs collaborate, align decision‑making, and structure joint investments in a private, peer‑level setting.

  • How different investor groups are approaching co‑investments and club deals today, and which structures have delivered real-world results
  • Alignment challenges across multi‑party deals, including governance frameworks, decision rights, and maintaining long‑term partner cohesion
  • Peer‑to‑peer lessons from past collaborations, including what investors look for in trusted partners before committing capital
Showing 1 of 1 Streams
9:10am - 9:15am
Opening remarks
9:15am - 10:00am
The capital landscape ahead — macro trends for family offices
  • Natalie Do - Head of Family Office, Private Client Group, Western Alliance Bank
  • Randall Sakamoto - Managing Director, Andersen
  • DJ Van Keuren - Co-Managing Member, Evergreen
  • Mike Kron - Principal, Kron Family Office
10:00am - 10:30am
AI, technology & data as a competitive edge in real estate
  • Anthony Danaher - President, Guild Investment Management
  • Paul Lee - Senior Director, Investment Management, Invesco
  • Michael Sansone - Managing Principal, Ridgehouse Companies
  • Ari Praw - Financial Advisor, Lone Cypress Wealth
  • Justin Brennan - CEO & Founder, Brennan Pohle Capital
Showing 1 of 1 Streams
10:30am - 11:15am
Morning networking reception
Showing 1 of 1 Streams
11:15am - 12:00pm
Multifamily value-add — repricing risk, returns, and execution
  • David Mandley - Managing Director, Private Portfolio Group
  • Henry Manoucheri - Chairman & CEO, Universe Holdings
  • Kevin Guibara - President, Silicon Valley Real Estate Investments
  • Benjamin Poirier - Managing Partner, Monument Square Investment Group
  • Cyril Rocoffort - Senior VP, Starwood Capital Group
12:00pm - 12:45pm
Tax‑efficient real estate investing for family offices
  • Rob Burden - Executive Vice President, Paramount Property Tax Appeal
  • Jeff Hughes - Partner, Tax, Weaver
  • Scott Grimm - Tax Market Leader, BDO
  • Nick Bell - Tax Manager, Wipfli
  • Bentley Miller - Financial Advisor, LGT Financial Advisors
  • Mike Saslow - Corporate Strategy VP, Nexus Energy Partners
Showing 1 of 1 Streams
12:45pm - 2:00pm
Networking lunch
Showing 1 of 1 Streams
2:00pm - 2:30pm
Hospitality & alternative real estate assets
  • Mike Forrest - Managing Partner, Ludlow PG
  • Mark Tronstein - Senior Managing Director, Andell Holdings
  • Jeffrey Lapour - Principal, Lapour
  • Peter Grabell - Managing Director, Head of Production, PACE Loan Group
  • Brad Barros - Principal, Barros Family Office
2:30pm - 2:45pm
An introduction to retail
  • Paulina Rojas Schmidt - Senior Analyst, Retail, Green Street
2:45pm - 3:15pm
Retail reinvented: Grocery, experiential & durable Income
  • Paulina Rojas Schmidt - Senior Analyst, Retail, Green Street
  • Sid Wiener - Managing Partner, SKW Capital Management
  • Jay Kerner - Chief Executive Officer, U.S. Realty Partners, Inc.
  • Jonathan Bui - VP, Head of Capital Markets, Baceline Group
  • Jennifer Jensen - Broker & CEO, Pohl Jensen
3:15pm - 3:45pm
From balance sheet to external capital — family offices opening their doors to outside LPs
  • Ryan Smith - Co-Founder, GP-LP Match
  • Abie Hidary - CEO, Hidrock Properties
  • Kristina Chang - CEO, Westlake Realty
Showing 1 of 1 Streams
3:45pm - 4:00pm
Affordable housing in family office portfolios
  • Jonathan Tao - 1st Vice President – Portfolio Oversight, CIM Group
  • John Hope Bryant - Founder, Chairman & CEO, Operation HOPE
Showing 1 of 1 Streams
4:00pm - 4:15pm
Afternoon networking reception
Showing 1 of 1 Streams
4:15pm - 5:00pm
Solving the housing supply shortage — multifamily, BTR and other essential products
  • Spencer Kallick - Partner, Allen Matkins
  • Armen Grigorian - Managing Partner, Redmound Capital Partners
  • Jim Rooney - Chief Executive Officer, Keyhole Capital
  • Mark Lecocq - Managing Director, Cypress Equity
  • Anthony Bennett - Founder & Managing Principal, Premier Affordable Housing Fund LLC
  • Eric Myers - CFO, Pahlisch Commercial
Showing 1 of 1 Streams
5:00pm - 5:30pm
Managing risk across market cycles
  • Najla Arekat - Senior Vice President – Investment Officer, Wells Fargo Advisors
  • Vessi Kapoulian - Founder, DBA Capital Group
  • David Schwartzman - Partner, Cox Castle
  • Raymond Gettins - Director, United Advisor Group
  • Laus Abdo - Owner & CEO, AGP Capital
Showing 1 of 1 Streams
5:30pm - 6:30pm
Cocktail networking reception
June 14th - Exhibitor Set-up
NextJune 16th - Day Two
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