EARLY BIRD RATES EXPIRING
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May 12-13, 2026
Pendry Newport BeachNewport Beach, CAKey Sessions
Keynote from Local Economist/Large Company with Retail Experience
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Tuesday, May 12: Day One
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Tuesday, May 12: Day One
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Registration
7:15am - 7:55am
Registration and Breakfast
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General Sessions
7:55am - 8:00am
Welcome Remarks
8:00am - 8:30am
Keynote from Local Economist/Large Company with Retail Experience
8:30am - 9:15am
State of the Market: Macroeconomic Outlook for CRE
- Steven Kahn - Partner, Crowe
- Sean Cunningham - Chief Financial Officer, Integrated Capital Management
- Paul Giorgio - COO, Eldridge Acre Partners
- Trent Wallin - CFO, Peak Capital Partners
- David Hammerman - COO, Global Real Estate Funds, Fortress Investment Group
- Juyuan Wei - CFO, Westwood Financial
9:15am - 10:00am
West Coast Market Dynamics
- Brandon Sedloff - Chief Real Estate Officer, Juniper Square
- Cindy Park - COO, Prado Group, Inc.
- Aaron Weaver - President, Bendetti
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Networking
10:00am - 10:45am
Morning Networking Break
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General Sessions
10:45am - 11:30am
Financing Strategies and Creative Capital Solutions
- Krista Zuchowski - Partner, Cohen & Co
- Afshin Kateb - CFO, Palladius Capital Management
- Russell Munn - Chief Operating Officer, Broadshore Capital Partners
- Joe Anfuso - CFO, MG Properties
- John Confrey - Partner - Construction and Real Estate, Forvis Mazars
11:30am - 12:15pm
AI for Finance and Operations
- Bryan Sapanza - CFO, Preylock Holdings
- Shelley Balanda - Founder and Manager, Footprynt
- Farah Lotia - Managing Director, Product & Quantitative Strategy, Ripple Treasury
- Mark Duffield - Chief Technology Officer, LBA Logistics / LBA Properties
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Lunch
12:15pm - 1:15pm
Lunch
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General Sessions
1:15pm - 2:00pm
Modernizing Real Estate Accounting
- Daniel Vitulli - Lead Managing Director, Institutional Real Estate, CBIZ
- Austin Lamb - Controller/EVP Finance, Tricor
- Sara Kowalczyk - Chief Accounting Officer, Pine Tree
- Miles Hector - Solutions Engineer, Agora Real Estate
- Casey Zheglov - Audit Senior Manager, Crowe
2:00pm - 2:45pm
Risk Management, Insurance Challenges & Operational Resilience
- Bill Reil - CFO, Adler Industrial
- Kelley Brine - President, Rose Valley Management
- Bill Galipeau - Chief Operating & Financial Officer, BKM Capital Partners
- Michael Cato - Chief Administrative Officer & General Counsel, ConAm Group
2:45pm - 3:30pm
Tax Strategy and Property Optimization
- Scott Jackson - Director, Baker Tilly
- Jon Fleming - Executive Vice President, Paramount Property Tax Appeal
- Lois Symms - Director of Tax, Westwood Financial
- Scott Humphrey - Partner, Forvis Mazars
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Networking
3:30pm - 4:00pm
Afternoon Networking Break
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Roundtable
4:00pm - 4:45pm
ESG and Tech Roundtables
This session uses a fast, two-part roundtable format: attendees will spend 20 minutes at one table, then switch to the second, allowing for deeper, niche discussions guided by experts.part roundtable format: attendees will spend 20 minutes at one table, then switch to the second, allowing for deeper, niche discussions guided by experts.
ESG for CFOs & COOs
- Defining ownership of ESG and aligning organizational structure
- Using ESG integration to drive long‑term business value
- Key KPIs, reporting frameworks, and measurement strategies
- Effective communication of ESG initiatives internally & externally
- Benchmarking approaches to improve ESG performance
- COO’s role in operationalizing sustainability
- Tools and technologies that mitigate climate‑ and transition‑related financial/operational risks
- How can sustainability help CFOs identify hidden risks early and signal to investors that the company is wellmanaged?
Moderator:
Debbie Biddle-Castillo – Risk Advisory & ESG Principal – Baker Tilly
Tech That Moves the Needle
- Balancing in‑house technology vs. outsourced solutions
- Fund admin platforms delivering real ROI today
- Integrating legacy BI tools without operational disruption
- Using automation and analytics to improve NOI and efficiency
- Emerging revenue opportunities through tech innovation
- Best practices for implementation, team training, and managing compliance risk
- Lessons from early adopters on integration and measurable results
Moderator:
Mike Sebastian - Industry Principal & Director, Investment Management - AppFolio
- Debbie Biddle-Castillo - Risk Advisory & ESG Principal, Baker Tilly
- Mike Sebastian - Industry Principal, Investment Management, Appfolio
4:45pm - 5:30pm
Asset Class Roundtables
This session features separate assetclass tables, each hosting a focused 45minute discussion on performance trends, areas of distress, and strategies owners and investors are using to recapitalize, restructure, and stabilize assets. We’ll cover the following…
- Data Centers – Outperformance drivers; recap and restructuring strategies; operational levers
- Industrial – Strengths/weak spots; refinancing options; NOI stabilization tactics
- Retail – Distressed vs. performing formats; creative fixes; capital stack solutions
- Multifamily – Pressures on older assets; loan extensions; repositioning and operations
- Office – Navigating distress; lender dynamics; conversions and controlled exits
- Daniel Lin - Managing Principal, Chatham Capital Investors
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Networking Cocktail Reception
5:30pm - 6:30pm
Networking Cocktail Reception
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