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Real Estate Family Office & Private Wealth West
June 3-4, 2027
Waldorf Astoria Monarch Beach ResortDana Point, CA
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June 16th - Day Two (THIS IS THE 2026 AGENDA) - PT (Pacific Time, GMT-08:00)

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June 16th - Day Two (THIS IS THE 2026 AGENDA) - PT (Pacific Time, GMT-08:00)
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Showing 2 of 2 Streams
8:30am - 9:15am
Breakfast and registration
8:45am - 9:00am
Bullish without the bull – attracting investors to build California housing we want & need

A conversation with Assemblymember Buffy Wicks on emerging state policies aimed at reducing construction costs, removing regulatory barriers, and enabling scalable housing delivery across California.

  • Buffy Wicks - Assemblymember, State of California
9:00am - 9:30am
Flourishing performance indicators
  • Cale Dowell - President, Arkos Global
Showing 1 of 1 Streams
9:30am - 10:00am
Succession planning & multi-generational investment strategy
  • Heath Goldman - President/CEO, ICON Wealth & Legacy Partners
  • Erik Berge - Senior Wealth Strategist, Citizens Private Wealth
  • Scott Grimm - Tax Market Leader, BDO
  • Leslie Schaus - Partner, Wipfli
  • Cale Dowell - President, Arkos Global
10:00am - 10:30am
Deploying tax‑advantaged capital — opportunity zones and real estate strategies
  • Lee Welborn - Managing Director & Head of Capitalization Advisory, Stout
  • Asheel Shah - Senior Managing Director, Head of Real Estate Development, EJF Capital
  • Jeffrey Cicurel - Managing Director, Capital Markets, Jones Lang LaSalle (JLL)
  • Justin Evans - 1st Vice President, CIM Group
  • Ken Carpenter - Chief Investment Officer, Madison Capital Group, LLC
Showing 1 of 1 Streams
10:30am - 10:45am
Morning networking reception
Showing 1 of 1 Streams
10:45am - 11:30am
Tokenizing real-world assets: The new playbook for family office portfolios
  • Kevin Maloney - CEO, iTrustCapital
  • Matt Nicosia - Advisor, T7X
  • Megan Shaw - Investor; National Real Estate Educator and Speaker, The Moxie Effect LLC / TLWB
  • James Ballengee - CEO, Xela
  • Ubair Javaid - CEO, Nomyx
11:30am - 12:00pm
How family offices select managers & structure their investments
  • Kip Kolson - President, Family Wealth Leadership
  • Jay Rogers - President & CIO, Alpha Strategies Investment Consulting
  • Brett Brown - Managing Member, Dorado Peak
12:00pm - 12:15pm
Conference concludes
June 15th - Day One (THIS IS THE 2026 AGENDA)
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