8:30 AM

Doors Open

9:00 – 9:25 AM

Welcome and Opening Remarks

9:30 – 10:00 AM

Property & Casualty: The Risk & Reality

Pete Walther, President & CEO, Marsh McLennan Private Client Services in conversation with Deborah Stavis, Stavis Wealth Transfer Solutions (Sponsor)

10:05 – 10:45 AM

Keynote // Fireside Chat with Cindy Sholz

Cindy Sholz, Compass Global Head of Family Office Division
in conversation with Ashley Yonamine (Co-Host)

10:45 -11:10 AM

Coffee and Conversation

11:10 AM – 12 PM

Panel // The Experiential Future of Real Estate

Moderator: Zachary Kussin, Real Estate Editor, The New York Post

Panelists:
Breana Grosz, General Manager at The Mall at Short Hills
David Litwak, Founder of Maxwell Social
Jake Rosenthal, Veteran Hospitality Entrepreneur

12 – 12:55 PM

Lunch // Topic Tables!

1 – 1:45 PM

Greenlighting the 0.1%: Identifying Ideal Opportunities

Rebecca Shoval (Co-Host), Real Estate Investor and Founder, Jetstream Consulting (Sponsor)

1:45 – 2:10 PM

Coffee and Conversation

2:10 – 2:55 PM

Breakout Session A

*Capturing Value by Dominating a Niche with Roget Lerner, Commercial Real Estate Investor & Entrepreneur

*Working With the City: Unlocking Public Tools for Private Projects with Justin Kreamer, Senior VP of Partnerships at NYC Economic Development Corporation

*Loans, Cash, & Private Lending with Hayley Assael, Private Banker at JP Morgan

*Trust but Verify: Working with Your Property Managers with Fredy Hurtado, Founder, All Group Property Management

3 – 3:45 PM

Breakout Session B

*Beyond 1031 Exchanges: Tax Advantageous Strategies for Real Estate Investors with Dave Hanson, Senior Research Manager at Ballentine Partners

*Taking Control of Legacy Properties: Financial, Legal, and Emotional Realities with Rebecca Shoval (Co-Host), Real Estate Investor and Founder, Jetstream Consulting (Sponsor)

*Incorporating Tools and Technology in the Digital Age with Valerie Trent, Founder of Thizo

*Syndicating Deals that Actually Close with Kevin Boroumand, Real Estate Developer & Attorney

3:45 – 4 PM

Closing Remarks