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Real Estate CFO & COO West
May 12-13, 2026
Pendry Newport BeachNewport Beach, CA
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Day 1 - 5/8 (THIS IS THE 2025 AGENDA)

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Day 1 - 5/8 (THIS IS THE 2025 AGENDA)
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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?
  • Juyuan Wei - CFO, Westwood Financial
9:00am - 9:45am
Navigating the new cycle: what is on the horizon for real estate business leaders?
  • 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
  • Barbara Rea - COO, Arden Logistics Parks
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
12:00pm - 12:45pm
Mastering the fund lifecycle: evolving from emerging to established fund manager
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
2:45pm - 3:30pm
Advancements in fund administration
2:00pm - 2:45pm
Transforming finance & operations functions through technology & data
  • Russell Munn - Chief Operating Officer, Broadshore Capital Partners
2:45pm - 3:30pm
Technology & innovative strategies to boost NOI
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
  • 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)
4:00pm - 4:45pm
Criminal threats for finance, treasury and operations
  • 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 (THIS IS THE 2025 AGENDA)
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