June 15th - Day One - PT (Pacific Time, GMT-08:00)
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
- Natalie Do - Head of Family Office, Private Client Group, Western Alliance Bank
- Randall Sakamoto - President, Rosen Consulting Group
- Nadine Terman - CEO, CIO, and Founder, Solstein Capital, LLC
- Paul Lee - Senior Director, Investment Management, Invesco
- Armen Grigorian - Managing Partner, Redmound Capital Partners
- Jim Rooney - Owner & CEO, Keyhole Capital LLC
- Spencer Kallick - Partner, Allen Matkins
- Mark Lecocq - Managing Director, Cypress Equity
- Najla Arekat - VP, Investment Officer | Senior Financial Advisor, Wells Fargo Advisors
- Vessi Kapoulian - Founder, DBA Capital Group
- David Schwartzman - Partner, Cox Castle
- Hugh Meyer - Director, Private Wealth, Highline Wealth Partners
A series of four rapid fire sessions, each with a focus on a separate asset class. In these Shark Tank–style pitches, seasoned owner/operators, developers, and investors share current investment cases for each sector. This is followed by candid, real-time feedback from capital allocators on underwriting assumptions, risk tolerance, and where capital is being deployed today.
4:10 PM – 4:30 PM: Retail
- Grocery-anchored and experiential formats as durable income—what makes them recession-resistant today
- How are evolving consumer patterns shaping retail repositioning strategies and lease structures?
Speaker:
Paulina Rojas Schmidt – Senior Analyst, Retail – Green Street
4:30 PM – 4:50 PM: Office
- Distress and pricing resets—where are the entry points that justify risk?
- Flighttoquality and adaptive reuse—criteria family offices use to evaluate managers’ execution capability
- What longterm demand drivers matter most in office—and how do they vary by submarket and use case?
- Financing repositioning and recapitalization — how C‑PACE can support office reinvestment strategies, fund building upgrades, and extend runway during lease‑up or transition periods.
Speaker:
Cyril Rocoffort - Vice President of Acquisitions - Starwood Capital Group
4:50 PM – 5:10 PM: Industrial
- Distress and pricing resets—where are the entry points that justify risk?
- Flighttoquality and adaptive reuse—criteria family offices use to evaluate managers’ execution capability
- What longterm demand drivers matter most in office—and how do they vary by submarket and use case?
- Financing and capital stack innovation in industrial — using tools like C‑PACE to fund energy upgrades, ESG retrofits, and long‑term improvements while preserving sponsor equity and enhancing yield.
5:10 PM – 5:30 PM: Hospitality
- Managing volatility—operator capabilities and performance levers that protect downside
- Cycle timing for lifestyle and resort assets—how are you pacing deployment and structuring risk?
- Experiential hospitality’s growth potential—when it fits an incomefocused, diversified portfolio
- Capital stacks and financing strategies for hospitality assets — where C‑PACE can extend leverage, improve weighted average cost of capital, and support renovation‑driven or repositioning strategies without recourse.
- Paulina Rojas Schmidt - Senior Analyst, Retail, Green Street
- Cyril Rocoffort - Vice President of Acquisitions, Starwood Capital Group
