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Real Estate CFO & COO West
May 2026
Waldorf Astoria Monarch BeachDana Point, CA
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Day 1 - 5/8

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Day 1 - 5/8
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Showing 1 of 1 Streams
7:15am - 8:10am
Registration & Breakfast
Showing 1 of 1 Streams
8:10am - 8:15am
Welcome Remarks
8:15am - 9:00am
What are the top priorities for real estate CFOs in 2025?
  • Wesley Prato - Office Managing Partner - Chicago, CohnReznick
  • Wesley Wilson - CFO, Avanath Capital
  • Sean Cunningham - CFO, Integrated Capital Management
  • Juyuan Wei - CFO, Westwood Financial
9:00am - 9:45am
Navigating the new cycle: what is on the horizon for real estate business leaders?
  • John Confrey - Partner - Construction and Real Estate, Forvis Mazars
  • Afshin Kateb - CFO, Palladius Capital Management
  • Joe Anfuso - CFO, MG Properties
  • Aaron Weaver - President, Bendetti
9:45am - 10:30am
COO roundtable: optimizing business & investment operations
  • Roger Yang - U.S. Industry Leader – Building, Construction & Real Estate, KPMG
  • Barbara Rea - COO, Arden Logistics Parks
  • Paul Giorgio - COO, Eldridge Acre Partners
  • Alexis Volen - COO, CIRE Equity
Showing 1 of 1 Streams
10:30am - 11:15am
Networking Break
Showing 1 of 1 Streams
11:15am - 12:00pm
Generating sustainable operational alpha: best practices for CFOs & COOs in private real estate
  • Brandon Sedloff - Chief Real Estate Officer, Juniper Square
  • Tana Gardner - CFO, Affinius Capital
  • Brendan MacDonald - Partner & COO, Real Estate, StepStone Group
  • Wesley Wilson - CFO, Avanath Capital
12:00pm - 12:45pm
Mastering the fund lifecycle: evolving from emerging to established fund manager
  • Steven Kahn - Partner, Crowe
  • Mark Sato - CFO, Calmwater Capital
  • Vladimir Shlafman - CFO, Belveron Partners
  • Angel Shelburne - SVP, 36th Street Capital
  • Amanda Brown - Director of Investor Relations, MAG Capital Partners
Showing 1 of 1 Streams
12:45pm - 2:00pm
Lunch
Showing 2 of 2 Streams
2:00pm - 2:45pm
Tax outlook under a new administration
  • Doug Buurma - Partner, Moss Adams
  • Michael Silvio - Tax Partner, MGO
  • Dennis Theodossis - Tax Partner, Forvis Mazars
  • Jon Abrahamson - Senior Manager, Tax, Wipfli LLP
  • Chris Streit - CEO, CSA Partners
  • Stephen Lee - Partner, Citrin Cooperman
2:45pm - 3:30pm
Advancements in fund administration
  • Katie Olsen - Senior Manager, Moss Adams
  • William Andreoni - Fund Services+ Co-Lead, RSM US
  • Dinesh Shastri - Founder & President, OpEff Technologies
  • Brian McGowan - Managing Partner, BlueWave Ventures
2:00pm - 2:45pm
Transforming finance & operations functions through technology & data
  • Mike Sebastian - Industry Principal, Investment Management, Appfolio
  • David Sloan - Senior Sales Executive, Financial Services, Kyriba
  • Russell Munn - Chief Operating Officer, Broadshore Capital Partners
  • Jiorjio Fetterman CPA - Chief Financial Officer, Clairmont Capital Group, LLC
  • Faiz Sikaffy - Chief Operating Officer, Examen
  • Steven McKissick - Senior Director, MRI Real Estate Software
2:45pm - 3:30pm
Technology & innovative strategies to boost NOI
  • David Blumenfeld - Co-Founder, NextRivet
  • Arik Kogan - Head of Specialist Solutions Architecture, MRI Real Estate Software
  • Simon Herrmann - SVP, PearlX
  • Jeff Wilson - Founder & CEO, Pereview Software
  • Ben Slick - Senior VP of Business Development, HydroPoint
  • Erin Little - CFO, BMC
Showing 1 of 1 Streams
3:30pm - 4:00pm
Networking Break
Showing 2 of 2 Streams
4:00pm - 4:45pm
Creative solutions for owners of distressed properties
  • Daniel Vitulli - Managing Director, CBIZ
  • Afshin Kateb - CFO, Palladius Capital Management
  • Robert Durand - EVP, KBS
4:45pm - 5:30pm
The evolving roles of the ESG-focused CFO & COO (interactive roundtable)
  • Nate White - Director, Forvis Mazars
4:00pm - 4:45pm
Criminal threats for finance, treasury and operations
  • Dave Adams - COO & Co-Founder, Conduit Security
  • David Sloan - Senior Sales Executive, Financial Services, Kyriba
  • Trent Wallin - CFO, Peak Capital Partners
  • Austin Lamb - Controller/EVP Finance, Tricor
Showing 1 of 1 Streams
5:30pm - 6:30pm
Networking Drinks Reception
Exhibitor Setup and Registration - 5/7
NextDay 2 - 5/9
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