Fall 2025 Members’ Meeting

Endowed by the Ina and Lewis Heafitz Fund for the Zell/Lurie Real Estate Center

The Inn at Penn
3600 Sansom Street, Philadelphia, PA 19104
United States

Friday, October 24, 2025 · The Inn at Penn
8-9 am	Registration, Networking Breakfast	Location: Lobby Area
9-9:15 am	Welcoming Remarks	Maisy Wong, James T. Riady Professor of Real Estate; Nancy A. Nasher and David Haemisegger Director of the Zell/Lurie Real Estate Center at the Wharton School Location: Woodlands Ballroom
9:15-10 am	The Ina and Lew Heafitz Keynote Speaker: Jeremy Siegel on the Markets and the Economy	Jeremy Siegel, Russell E. Palmer Professor Emeritus of Finance, The Wharton School in Conversation with Maisy Wong, James T. Riady Professor of Real Estate; Nancy A. Nasher and David Haemisegger Director of the Zell/Lurie Real Estate Center at the Wharton School
10-10:20 am	Networking Break
10:20-11:05 am	Beyond Multifamily Housing: Single Family Rentals, Senior, and Student Housing	Moderator: Ben Keys, Rowan Family Foundation Professor of Real Estate and Finance, the Wharton School Panelists: David Adelman, CEO, Campus Apartments Alex Russo, Senior Managing Director, Investments, Ventas Inc. Michael Simanovsky, Managing Partner and Chief Investment Officer, Conversant Capital LLC
11:05-11:25 am	Networking Break
11:25-12:10 pm	AI and the Workplace	Moderator: Maisy Wong, James T. Riady Professor of the Wharton Real Estate Department; Nancy A. Nasher and David Haemisegger Director of the Zell/Lurie Real Estate Center Panelists: Will Bate, Managing Director & Partner, BCG Lynn Wu, Associate Professor of Operations, Information and Decisions, The Wharton School
12:10-1:10 pm	Lunch
1:10-2 pm	The Good, the Bad and the Ugly: Credit Flows and Favored Debt Plays	Moderator: Spencer B. Haber, CEO, H/2 Capital Partners LLC Adam Behlman, President, Starwood Property Trust Timothy Gallagher, Senior Executive Vice President, Head of Commercial Real Estate, M&T Bank Larry Kravetz, Managing Director, Nomura Securities International, Inc.
2-2:20 pm	Networking Break
2:20-3:10 pm	Where are the Best Opportunities in Real Estate Equity?	Moderator: Joe Gyourko, Martin Bucksbaum Professor, Professor of Real Estate, Professor of Finance, Professor of Business Economics & Public Policy, The Wharton School Panelists: Lauren Hochfelder, Co-CEO, Morgan Stanley Real Estate Investing Adam Schwartz, Managing Partner, TPG Angelo Gordon Julie Solomon, Partner, Co-Head of Real Estate, Ares Management
3:10-3:15 pm	Closing Comments	Andy Jonas, Global Co-Head, Real Estate Department, Goldman, Sachs & Co., LLC

Participants

David Adelman

CEO, Campus Apartments

Will Bate

Managing Director & Partner, BCG

Adam Behlman

President, Starwood Property Trust

Timothy Gallagher

Senior Executive Vice President, Head of Commercial Real Estate, M&T Bank

Joe Gyourko

Martin Bucksbaum Professor of Real Estate, Finance, Business Economics & Public Policy, The Wharton School

Spencer B. Haber

Chairman and Chief Executive Officer, H/2 Capital Partners LLC

Lauren Hochfelder

Co-CEO, Morgan Stanley Real Estate Investing

Andrew Jonas

Global Co-Head, Real Estate Department, Goldman, Sachs & Co., LLC

Ben Keys

Rowan Family Foundation Professor of Real Estate and Finance, the Wharton School

Larry Kravetz

Managing Director, Nomura Securities International, Inc.

Olivia S. Mitchell

International Foundation of Employee Benefit Plans Professor, Professor of Business Economics and Public Policy, Professor of Insurance and Risk Management, Executive Director, Pension Research Council

Alex Russo

Senior Managing Director, Investments, Ventas Inc.

Adam Schwartz

Managing Partner, TPG Angelo Gordon

Jeremy Siegel

Russell E. Palmer Professor of Finance, The Wharton School

Michael Simanovsky

Managing Partner and Chief Investment Officer, Conversant Capital LLC

Julie Solomon

Partner, Co-Head of Real Estate, Ares Management

Maisy Wong

James T. Riady Professor of Real Estate; Nancy A. Nasher and David Haemisegger Director of the Zell/Lurie Real Estate Center at the Wharton School

Lynn Wu

Associate Professor of Operations, Information and Decisions, The Wharton School

Who's Attending

List complete as of October 2, 2025

Company	Name	Title
Armada Advisors	Richard Adler	Advisor
H/2 Capital Partners	Maury Apple	Managing Director
American Asset Corporation	Marie-Gabrielle Arco	Executive Vice President
American Asset Corporation	Maximiliana Arco	Vice Chairman
Ares	Bianca Arriaga	Analyst
The Ashforth Company	Hank Ashforth	Executive Vice President
KKR	Aviv Bar-Yadin	Analyst
Granite Capital	Nick Barnett	Principal
Bain Capital	Jacob Bass	Associate
Lazard	Louis Beck	Vice President
ASB Real Estate Investments	Robert Bellinger	President and CEO
Elmington Capital	Andrea Blumencweig	Development Director
Darco Capital	Dimitri Boufidis	Chief of Staff
American Opportunity Zone Advisors	Kelley Brasfield	Partner
Brause Realty Inc.	David Brause	President
CenterSquare Investment Management	Todd Briddell	CEO/CIO
American Asset Corporation	Brian Briody	Executive Vice President
Korman Communities	Jeffrey Brown	Managing Director
GIC	Grace Bucchianeri	MD
DLA Piper LLP	Amy Carbins	Partner
H/2 Capital Partners	Julia Carruthers	Executive Assistant
Aris Venture	Marco Castillo	Associate
Newmark	Mitch Clarfield	Exec Vice Chairman
Fort Partners	Mike Cochran	Deputy CEO
Goulston & Storrs	Brian Cohen	Partner
McCarthy Cook	Edward Cook	Co-President
H/2 Capital Partners	John Crawford	Associate
RXR	Scott Crowe	EVP, Chief Strategy Officer & Head of Equity Capital Markets
Tishman Speyer	Paola Cuevas	Senior Associate
Landrock	Bob Culver	Managing Director
Goldman Sachs	Margaux Dacremont Kobouloff	PE Analyst
Ballard Spahr LLP	Dominic De Simone	Vice Chair, Finance Department
Silverstein Properties	Jeffrey Deitrich	EVP & Head of Equity Investments
Morgan Properties	Marina Dikos	EVP and CFO
Argosy Real Estate Partners	Sara Doelger	Principal
Gables Residential	Charles Elliott	Chief Investment Officer
Two Sigma Real Estate	Jeremy Erdman	Principal
Field Development	Benjamin Field	Chief Executive Officer
Tikehau Capital	Alex Forouzan	Real Estate - North America
The Wharton School	Colleen France	Director of Student Services - The Lauder Institute
Ankura Consulting Group	Bruce Gamble	Senior Managing Director
Dechert LLP	Matt Ginsburg	Partner
Firstrust Bank	Richard Green	Executive Chairman
Rockefeller Group	Orlando Gutierrez	Director
Alliance Partners	Brett Hamilton	President
Sterling Realty Organization	Whit Hamlin	CIO / VP
Equity Industrial Partners Corp.	Lew Heafitz	Co-Founder/ Principal
Equity Commonwealth	David Helfand	CEO
The Henderson Group	Zach Hurst	Acquisitions Associate
H/2 Capital Partners	Christine Jaipaul	Vice President
Osso Capital	Olivia John	Founder & CEO
Lighstone	Andrew Karas	Senior Associate
Argosy Real Estate Partners	Sam Kelly	Vice President
Firstrust Bank	Bob Kenney	SVP
RAGHSA	Edgardo Khafif	CEO
Korman Communities	Bradley Korman	CEO
American Opportunity Zone Advisors	Christine Kwak	Principal
Crow Holdings	Alex Kwon	VP of Corporate Strategy & Investments
H/2 Capital Partners	Chris Lametta	Associate Vice President
CBRE - Trammell Crow Company	Lindsay Lechner	Capital Markets
Citi	Michelle Li	Banking Analyst
Lazard	Matt Lustig	Chairman of Investment Banking, N.America; Head of Real Estate & Lodging
Mack Real Estate Group	Richard Mack	CEO, Co-Founder
Firstrust Bank	Seth Mackler	EVP/Managing Director RE Finance
Alliance HP	Jake Maldonado	VP
ABR Capital Partners	Jake Martin	Director
H/2 Capital Partners	Mike McGee	Associate
Verde Capital Corp	Maureen Menarde	Managing Director and COO
Blackstone	Alan Miyasaki	Senior Managing Director
Morgan Properties	Jason Morgan	President, Special Situations & Principal
Morgan Properties	Jon Morgan	President, Morgan Properties JV
Hines	Alfonso Munk	Managing Partner - Co-Head of Investment Management
Pantzer Properties, Inc.	Jason Pantzer	Co-CEO
W.P. Carey Inc.	Jason Patterson	Executive Director
CBRE	Bob Perry	President, Americas Real Estate \| Portfolio Manager, U.S. Logistics Partners
Verde Capital Corp	Chris Philipps	Senior Portfolio Manager, Director
Hawthorne Residential Partners	David Prieto	Investment Associate
Firstrust Bank	Joe Rago	Senior Vice President
Verde Capital Corp	Jake Reiter	President
ACTA Realty	Sam Saegh	COO & Director - Real Estate Portfolio
RXR	Katherine Salvatori	Development Project Manager
Blackstone	Jonah Schenk	Investment Associate
TPG Angelo Gordon	Adam Schwartz	Managing Partner & Global Head of Real Estate
Hersha Hotel and Resorts	Neil Shah	CEO
Barings LLC	Anjum Sharma	Senior Director
Boston Consulting Group	Kartik Shastri	Project Leader
Welltower	Cissy Shi	Investments Associate
Artemis Real Estate Partners	Mike Stratton	Managing Director
The Ashforth Company	Melissa Sullivan	Chief Financial Officer
Ares	Iman Tajadod	Associate
Two Sigma Real Estate	Chris Tang	Vice President
Associated Real Estate Consultants	Chris Terlizzi	Principal
Arselle Investments	Bianca Tomkoria	Principal
Center Capital Partners	Alex Valner	Managing Partner
H/2 Capital Partners	Matt Whalen	Associate
Bain Capital	Kavindi Wickremage	Partner
Gold House Ventures	Oscar Wong	Partner
LNL Capital	Joe Yiu	Ceo
Goldman Sachs	Angelica Zhou	Associate