Trends & Strategies Conference: Waldorf Astoria Orlando, March 1-2, 2018

Presenters:

Meet the Featured Presenters
  • Susan Ansel

    Chief Executive Officer and President,
    Gables Residential

    Susan Ansel is Chief Executive Officer and President of Gables Residential, a private real estate investment trust (REIT) focused on development, acquisition and management of institutional quality apartment communities throughout the United States. Ms. Ansel has been with Gables Residential since its Initial Public Offering and with its predecessor Trammell Crow Residential since 1987. Ms. Ansel’s previous responsibilities with Gables/Crow include Chief Operating Officer, national responsibility for the company’s real estate technology efforts, development and acquisitions, asset management and financial operations. Ms. Ansel is currently an Executive Committee Member and Vice Chairwoman of the National Multifamily Housing Council Board of Directors. She is a member of The Real Estate Council, Dallas, Texas and previously served as Chairwoman of its Board of Directors. She is also a member of DePauw University’s Board of Trustees. Ms. Ansel earned a Bachelor of Arts, with a major in Economics from DePauw University in Greencastle, Indiana.

  • Dave Bragg

    Managing Director,
    Green Street Advisors

    Dave is a Managing Director at Green Street Advisors, a preeminent provider of real estate and REIT research in North America and Europe. He leads the firm’s strategic research, which focuses on topics across property sectors in the public and private markets. Previously, Dave led the firm’s residential research encompassing the apartment, single-family rental, student housing, manufactured housing, and self-storage sectors, and helped build the firm’s proprietary single-family rental database. Prominent strategic research includes "Transportation Revolution," a report detailing the significant expected impact of driverless cars and ride-hailing services on all real estate sectors, "Regulation – The Barrier That Matters," and “Demography Isn’t Destiny,” which discussed Green Street’s unconventional perspective on demographics. Dave is a frequent speaker at industry conferences and has been quoted widely in the financial media, including The Wall Street Journal, The New York Times, Bloomberg, Grant’s Interest Rate Observer and Barron’s. He is a member of the Urban Land Institute (ULI), National Association of Real Estate Investment Trusts (NAREIT), and National Multifamily Housing Council (NMHC). Prior to joining Green Street in 2013, Dave developed and led the REIT research effort at Zelman & Associates. Before that, he was a member of the REIT teams at ISI Group and Merrill Lynch. Dave earned an M.A. in International Business from the University of Florida, and a B.A. in International Relations from Tufts University.

  • Lesley Deutch

    Principal,
    Consulting Group, John Burns Real Estate Consulting

    Lesley Deutch is a Principal based in Florida for John Burns Real Estate Consulting. She has more than 20 years of experience consulting with executives in the finance and real estate industries throughout US. She works directly with real estate Executives across a wide spectrum of industries including for-sale housing, apartments, high-rise development, urban projects, single-family rental, building products and commercial developments. In addition to numerous speaking engagements, Lesley completes over 75 consulting assignments in the state of Florida each year.

    Previously, she was Vice President in the Global Real Estate division of Deutsche Bank and RREEF in New York, and started her professional career at Lehman Brothers in the Public Finance Group.

    Ms. Deutch holds a B.S. from the Wharton School with a concentration in Public Finance and a B.A. in Economics from the University of Pennsylvania.

  • Collete English Dixon

    Executive Director,
    Marshall Bennett Institute of Real Estate, Roosevelt University

    Collete English Dixon has more than 30 years in investment management with a focus on commercial real estate investing. Prior to her current role at Roosevelt University, she was Executive Director - Transactions for PGIM Real Estate (formerly known as PREI), a business unit of Prudential Financial, and co-leader of PREI’s national investment dispositions program. In that role, she oversaw the sale of more than 201 investment properties located throughout the US, with a total value of more than $8.7 Billion, on behalf of PREI’s investment funds. Prior to her role in dispositions, English Dixon was responsible for sourcing more than $2.75B of wholly-owned and joint venture real estate investment opportunities in the Midwestern markets covering all property types, including office, multi-family, hotel, industrial and retail properties. Collete’s experience also includes property development and asset management.

    She is a Past President of CREW Network, a Past Chair of the CREW Network Foundation, a Past President of CREW Chicago, a full member of ULI and the 2016-2019 Chair of the UDMU Council/Purple. She is a former member of the Advisory Board for the Graaskamp Center at the University of Wisconsin and a board member of the Chicago Forum of the International Women’s Forum. In addition, English Dixon is a member of the Board of Directors of the Oak Park River Forest Food Pantry.

  • Richard P. Donnellan

    Vice Chairman,
    ARA Newmark

    Dick Donnellan is a founding member of ARA, A Newmark Company and Vice Chairman of ARA Newmark Florida, based in Boca Raton. Dick oversees ARA Newmark’s operations throughout Florida. He has served twice as President of ARA Newmark National and has also served on ARA Newmark’s National Executive Committee. Prior to the formation of ARA Newmark, he co-founded and was President of a South Florida based investment sales company that primarily represented institutional owners with an emphasis on the sale of multi-family communities throughout Florida. Prior to that, he was an investment sales specialist for a national brokerage platform where he worked on office, retail and industrial property transactions. He served on the Executive Committee of the University of Florida’s Bergstrom Center for Real Estate Studies and is a past Chairman of the Center’s Advisory Board. He also serves on the Board’s Chairman’s Circle and has served on the Center’s Scholarship Committee. Mr. Donnellan is a past recipient of UF’s “Alumni of the Year” award. Mr. Donnellan has appeared as a spokesperson at national meetings and forums including the National Council of Real Estate Investment Fiduciaries (NCREIF), Nova University Masters program, UBS Annual Investor Conference, RAM Real Estate Annual investors conference and the University of Florida Masters of Real Estate program. Dick is a past recipient of UF’s “Alumni of the Year” award. Mr. Donnellan graduated from the University of Florida with a Bachelor of Science degree in Finance and Real Estate.

  • W. Stephen Hagenbuckle

    Founder and Managing Partner,
    TerraCap Management

    Mr. Hagenbuckle is a successful developer, builder, and investor in commercial real estate. He’s participated in over $850 million of transactions across major commercial real estate property types. His transaction experience ranges from being a private principal investor to private equity multi-fund sponsor and investment manager covering major property types.

    He was a founding shareholder of commercial bank Landmark Bank N.A. and Giantbank.com of Fort Lauderdale.

    He co-founded and sold multiple technology companies to both public and private entities. These companies include Techware Consulting, a technical consulting firm; Orus Information Services, a technical consulting firm; Collegiate Images, sports media digitization and GiantBank.com/LandmarkBank, N.A., a commercial internet banking business.

    Mr. Hagenbuckle has been a guest on CNBC, Bloomberg TV and Fox where he discusses real estate market trends, along with US banking. Mr. Hagenbuckle is a Florida native who grew up in the Naples, Florida area. He is a graduate of the University of Florida Warrington College of Business.

    Mr. Hagenbuckle is also a licensed Florida Real Estate Broker and a member of the National Association of Realtors. He and TerraCap Management, LLC are two time recipients of the Gator 100, a fastest growing active companies founded by University of Florida Alumni. Mr. Hagenbuckle is on the Executive Board and a Chairman’s Circle donor at the UF Bergstrom Real Estate Center.

  • Jim Heistand

    President and Chief Executive Officer, Parkway Properties Inc.

    Jim was appointed as President and Chief Executive Officer of Parkway in December 2011. Jim joined Parkway through a combination with Eola Capital and founded Eola Capital in 2000 and served as chairman since its inception.

    Previously, Jim served as chairman of the executive committee of DASCO, an owner and operator of medical office buildings throughout the United States, from 1999 until its sale to CNL Retirement in 2004 for $241 million. He teamed with Lehman Brothers to acquire and develop 28 properties totaling over 1.4 million square feet with an aggregate cost of $148 million.

    In 1989, Jim founded and served as chairman of Associated Capital Properties, Inc., an office and investment company focusing in Florida, where he directed all areas of the company’s operations, including its strategic planning, acquisitions, development and financings, until its sale in 1997 to Highwoods Properties for $622 million. Jim subsequently served as a senior vice president for Highwoods from 1997 to 1999 and as a member of its board of directors from 1998 until 2000.

    Prior to founding ACP, Jim served as the president of Major Development Corporation, a subsidiary of Major Realty Corporation, formerly a publicly held, full-service commercial, residential and industrial development company. Jim currently serves on the board of directors of United Legacy Bank in Orlando, Florida and is a member of the Chairman’s Circle of the Bergstrom Center for Real Estate Advisory Board.

  • Ernest Johnson

    Senior Partner,
    ApexOne Investment Partners

    Ernest, Senior Partner of ApexOne Investment Partners, serves as Institutional Capital Markets Partner, General Manager, and Member of the Investment Committee for the ApexOne Growth and Income Funds. He focuses on capital markets, Fund strategy, and limited partner communications. Ernest has 35 years of real estate experience including 17 years as the Executive Vice President of PM Realty Group’s Capital Markets division, and 10 years with JMB Property Company. During his tenure with PM Realty Group Ernest consulted for major national healthcare systems assisting with development plans and evaluations of non-core real estate properties. While acting as Manager and Receiver for JMB Properties, Ernest was responsible for the stabilization and disposition of a national 20 property portfolio acquired through foreclosure. Ernest, immediately following graduation from college, managed a national multifamily student housing portfolio. He was responsible for all facets of operations including acquisitions, dispositions, construction, and finance. Ernest is actively involved with National Multifamily Housing Council. He graduated with a Bachelor of Science in Business Administration from Auburn University (1980) and served on the Advisory Council for the Auburn Business School. Ernest was recently selected for a position on the University’s Advisory Board for the Masters of Real Estate Development Program. He also serves as the Chairman of the Board of Trustees for the Lone Star Chapter of the National Multiple Sclerosis Society and is one of their leading fundraisers. Ernest remains active with his university fraternity, serving as past President of Pi Kappa Phi, Pi Kappa Phi Properties and as a member of the Board of Directors for the Ability Experience, a national philanthropy raising awareness and funding for people with disabilities. He currently serves as a Trustee of the Pi Kappa Phi Foundation.

  • Joseph Keough

    Chairman & CEO,
    Wood Partners

    Prior to joining Wood Partners in 2008, Keough acted as the Chief Operating Officer of Fuqua Capital, where he was responsible for the day-to-day management of the Fuqua family’s office operations as well as defining and implementing the firm’s investment strategy across asset classes. Mr. Keough was also the CFO of Weeks-Robinson, an operating company of Fuqua Capital, that focused on industrial and office development in high-growth Sunbelt markets. He also served as the Senior Vice President, Development and Investment Strategy, in the office/multifamily division at Cousins Properties, a publicly-traded REIT.

    Keough is a Certified Management Accountant and earned his MBA from Harvard Business School. He received his bachelor’s degree in Finance and Economics from Babson College.

  • Robert Klein

    Managing Partner,
    Monday Properties

    Mr. Klein directs all of Monday Properties capital raising initiatives, including debt and equity from external co-investment partners. With nearly two decades of experience in commercial real estate, Mr. Klein has significant principal investment experience and extensive expertise representing public and private companies and special committees on mergers and acquisitions, joint ventures, strategic partnerships, portfolio acquisitions and sales, restructuring transactions, IPOs and strategic alternatives. Throughout his career, Mr. Klein has been instrumental in completing more than $30 billion in various types of real estate transactions. Prior to joining the firm, Mr. Klein was a Managing Director at Evercore Partners within the firm’s corporate advisory business focusing on real estate, gaming and hospitality, where he advised well known firms, including KBS REIT I and II, Duke Realty Corp., Dubai World Lender Committee, Westfield America, Iron Mountain, Fibra Uno, Community Healthcare Trust, Morgan Stanley Real Estate Special Situations Fund III, and creditors of Centro Properties Group. Earlier in his career, Mr. Klein held positions with Goldman Sachs and Reckson Associates, a publicly traded REIT. Mr. Klein is an active member of Urban Land Institute (ULI), National Association of Real Estate Investment Trusts (NAREIT), International Council of Shopping Centers (ICSC), and the University of Florida’s Bergstrom Center Advisory Board. He graduated from the University of Florida Honors Program, with a Bachelor of Science in Business and he received his M.B.A. from Columbia Business School.

  • Spencer Levy

    Americas Head of Research and Senior Economic Advisor,
    CBRE

    As a nine-year veteran of CBRE, Spencer plays an integral role in the development and implementation of the global research strategy and business plan. Spencer had previously served as Executive Managing Director in the company’s Capital Markets division. Spencer oversees the analytical activities of the CBRE research community within the Americas region. Spencer supports CBRE executives and clients in their decision-making by providing insight into the impact of market trends related to strategic business planning, and analyst call preparation.

    In this role, he serves as a principal external spokesperson on real estate issues in the Americas region and has considerable media experience, providing market commentary for many national television, newspaper and internet outlets. Spencer joined CBRE in 2007 to lead the U.S. Eastern Division of the Capital Markets platform. As a part of senior management for the Capital Markets platform, Spencer provided leadership for several areas in the United States and Latin America. Spencer provided additional oversight of Restructuring Services, Retail and Investment Banking in the United States. He also directly serves a number of major clients.

    Prior to joining CBRE, he was a principal at Stifel Nicolaus (formerly Legg Mason Capital Markets). He also served as assistant general counsel at the Witkoff Group and was an attorney at Fried Frank Harris Shriver & Jacobson and Jones Day Reavis & Pogue. Spencer resides in Owings Mill, Md. with his wife and three children.

  • Chris McGibbon

    TH Real Estate,
    Head of Americas

    As Head of TH Real Estate, Americas, Chris is responsible for all real estate investment operations in the US. He is also a senior member of the TIAA Global Real Assets team which is comprised of real estate, agriculture, timber, infrastructure and energy investments. Chris recently served as the Portfolio Manager for the real property and commercial mortgage allocation of TIAA’s General Account and previously served as lead Portfolio Manager for TIAA’s direct real estate open-end vehicle. Prior to that, he was a director of real estate acquisition for the Western region and also worked in the mortgage division. He joined TIAA in 2001. Chris has 18 years of real estate acquisition, management and finance experience, including positions with Codina Development Corporation and The Related Group of Florida. He holds a BS in Business from the University of Maryland and an MBA from the University of Florida.

  • Jim Mehalso

    Managing Director,
    Prudential Real Estate Investors

    P. James Mehalso (Jim) joined Prudential in 1982. Mr. Mehalso is currently a Managing Director with Prudential Real Estate Investors responsible for acquisitions in the southeast United States. This responsibility includes sourcing transactions, structuring terms, negotiating contracts and joint venture agreements, due diligence coordination, and closing. He has also completed several mezzanine transactions for PREI nationwide. Since he assumed responsibility for southeast transactions in 1991, Mr. Mehalso has closed nearly $9.0 billion in acquisitions, entity level investments, joint ventures, and mezzanine loans. Mr. Mehalso’s previous assignments with Prudential have included internal and real estate audit, management responsibility for real estate accounting, property sales, and real estate underwriting nationwide. He has spent time in the Chicago, New Jersey, and Atlanta offices with Prudential. He is a member of the Urban Land Institute, National Multi-Housing Council, and the International Council of Shopping Centers. Mr. Mehalso received an undergraduate degree from Purdue University, West Lafayette Indiana, and a Masters in Business (Finance) from Loyola.

  • Adam Morgan

    VP- Americas,
    Session M

    Adam is responsible for the Americas business at SessionM, a company which helps the world’s leading brands maximize customer lifetime value. Adam has 27 years of technology experience across management, sales, consulting, development, and M&A. Prior to SessionM, Adam served on the executive team at Sitecore through its sale to EQT Partners, and Microsoft, successfully completing the acquisitions of FAST Search and ProClarity.

  • Amanda Pullinger

    CEO,
    100 Women in Finance

    Ms. Pullinger is the Chief Executive Officer of 100 Women in Finance (previously 100 Women in Hedge Funds). She leads a small staff team and manages over 500 volunteer practitioners globally, overseeing the operations of the organization, which now has over 15,000 members in 22 locations.

    Ms. Pullinger is a former principal of Aquamarine Capital Management, where she was responsible, over a period of seven years, for managing marketing, investor relations and back office administration for two private investment funds.

    Ms. Pullinger is Co-Vice Chair of the Women’s Network Forum, she serves on the Board of the HALO Trust (USA) and also as a Director on the Oxford University Alumni Board. She previously served as Chairman of the Board of The HALO Trust and on the Boards of SkillForce, NYU Cancer Institute and Girls’ Prep, and was on the founding Board of 100 Women in Finance, serving as its President for two years. She is a member of the British Academy of Film and Television Arts (BAFTA) and a Fellow of the Royal Society of Arts.

    Ms. Pullinger graduated from Brasenose College, Oxford University in 1987 with an Honours Degree in Modern History. She earned an MBA from La Salle University, Philadelphia, in 1998, and received the Academic Award for MBA student of the year as well as the Beta Gamma Sigma designation.

  • Jack Sibley

    Chief Innovation Officer,
    TH Real Estate

    As Chief Innovation Officer, Jack leads TH Real Estate’s initiative to embrace technological innovation, change and disruption within its Tomorrow’s World investment philosophy. This includes proactively engaging with start-ups, producing market leading research on key technological trends and their impact across assets, sectors and cities, and integrating awareness and insights into the heart of TH Real Estate’s investment process. Jack previously worked in the Global Product & Solutions team.

    Jack holds a BA (Hons) in Land Economy from Robinson College, University of Cambridge and is a member of the Cambridge University Land Society.

  • Katie Sproul

    CEO,
    Halstatt, LLC

    Katherine “Katie” Sproul is CEO of Halstatt and a Principal of Halstatt Real Estate Partners. In addition to overseeing all operations, her past projects have included Grey Oaks and LaPlaya Beach and Golf Resort. Previously, Katie was also co-President of Barron Collier Companies. Katie is a graduate of Cornell University and earned an MBA from the Yale School of Management. She has over 17 years of real estate experience and principal investment experience. She is Past Chair of the Greater Naples Chamber of Commerce, Leadership Collier Foundation, Junior Achievement Hall of Fame and a Board Member of Audubon of Florida.

  • Vincent Toye

    EVP,
    Head of GSE Production at Wells Fargo Multifamily Capital

    Vince is responsible for managing the GSE originations team, increasing production, and overseeing Wells Fargo’s relationships with Fannie Mae and Freddie Mac. He also oversees growth of Wells Fargo’s regional and national borrower relationships and is responsible for building cross-sell relationships with other Wells Fargo business groups.

    Prior to his current role, he held a similar role with Wachovia Multifamily Capital from 2006 until 2009. Before that, Vince was a vice president at Fannie Mae responsible for Multifamily Customer Management at the Eastern Business Center (EBC), reporting to the vice president for Multifamily Sales and Marketing. Vince managed the Multifamily EBC and its eight lender and large borrower relationships. The EBC lenders generated in excess of $7 billion in financings between 2005 and 2006.

    Vince joined Fannie Mae in 2001 as director of Marketing for Affordable and Capital Markets. He was named head of the Midwest Regional Office in May 2003.

    Prior to joining Fannie Mae, Vince was senior vice president at First Union National Bank where he held various roles in the SBA Lending Group, Community Development Lending Group, and the Consumer Banking Group. Before First Union, he was at M&T Bank and Chemical Bank.

    Vince received his B.S. in aerospace engineering from the University of Virginia. He received his M.B.A. from The Wharton School of Business at the University of Pennsylvania.

  • Chris Ward

    Vice President of Land,
    Richmond American Homes

    Chris has been active in the commercial real estate industry since 2003 where he has acquired, entitled and developed more than 12,000 residential lots with a gross value in excess of $1B throughout the East Coast of the United States. He is currently Vice President of Land for Richmond American Homes for the Jacksonville Florida Division where he manages various stages of business planning, market strategy, due diligence, valuation, acquisition, contract negotiations, entitlements, horizontal development, vertical construction and closeout. Before joining Richmond American Homes in 2016, Chris was a Principal of privately held Nacana Partners, a real estate development company that specialized in residential and mixed use properties in Northeast Florida. Chris has also worked for KB Home, Pulte Group, and worked as a project engineer for Knight, McGuire, & Associates, Inc. Chris earned his Bachelors of Science in Environmental Engineering and Masters in Business Administration from the University of Florida. He is an active member of the University of Florida Bergstrom Center for Real Estate Studies Advisory Board, Urban Land Institute (ULI), Phoenix Society, and holds an active Florida real estate license.