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Last name
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Thomas AblumManaging Director/Fund Manager
Capital Gains Opportunity Funds (CGO Funds) Tom is an accomplished professional and entrepreneur with more than 35 years of delivering his sound, successful advice and counsel. From matters affecting real estate development, corporate finance, retail, manufacturing, investment banking, and hospitality industries, his counsel has been a valuable asset to companies in various stages of growth. Tom’s broad areas of expertise include strategic decision making, financial and treasury management, operating management, growth, restructuring and fundraising. For the last 30 years Tom has led his private placement firm, Ablum Brown & Company, specializing in equity raises for corporate and real estate operating companies, JV equity, preferred stock, mezzanine debt and construction debt (mostly non-recourse) for real estate development projects. In 1997, Tom co-founded Franklin Street Equity Partners Inc. (“FSEP”), the operational private equity arm of Ablum Brown & Company. From 1989 through 2008, he specialized in leveraged buyouts (LBO), acquisitions, and managed buyouts (MBO). Following its successful Fund 1, FSEP, Tom established FSEP II, however, currently there are no investments under FSEP II as Tom has focused his time and energies in growing the commercial real estate business under Ablum Brown and Company. Presently commercial real estate represents approximately 80 percent of its revenues. Prior to Ablum Brown & Company, Tom was Co-Head of Corporate Finance at Rodman & Renshaw, a New York-based securities and broker/dealer firm, and prior to that Tom was with Prudential Bache Securities investment banking group in Chicago. During his career Tom has closed more than three hundred transactions as lead or as principal. Tom received his MBA from DePaul University and earned his BS in Finance at the University of Illinois. Thomas Ablum
Capital Gains Opportunity Funds (CGO Funds) Richard Hill AdamsChairman & Chief Executive Officer
American Realty Capital Advisors Mr. Adams has participated in all phases of the negotiation of interim, permanent, and joint venture financing for mixed use master-planned communities office buildings, shopping centers, multi-family, mixed use projects, industrial, residential tracts, mini, RV & boat storage and specialty projects throughout the United States. The interaction with decision makers has created a broad perspective on the underwriting criteria for life insurance companies, banks, pension funds, Wall Street institutions, and other lenders on a national basis to successfully structure major project financing. As a nationally recognized expert in the field of real estate financing, Mr. Adams has been the chairman or featured speaker at over 300 real estate conferences. The following organizations have featured Mr. Adams: the National Association of Home Builders, the Pacific Coast Builders' Conference, the Building Industry Association, Orange County chapter, Baldy View chapter, and Lace chapter, the Home Builders' Institute, the Commercial and Industrial Council of the National Association of Home Builders, Crittenden Conferences, Inc., the University of California, Irvine, County of San Bernardino, and Multi-housing World Conferences. As part of his national speaking, Mr. Adams has addressed professional real estate groups in the following cities: Washington DC, New York, Newport Beach, Dallas, Atlanta, Orlando, Chicago, San Francisco, Tampa, Minneapolis, Austin, Palm Springs, Denver, Anaheim, San Diego, and other major cities. As an author, Mr. Adams' work has been published in Crittenden Research, Inc. reports and published by Builder & Developer Magazine, SL Magazine and Multi-housing Finance; his work has also been featured in Inside Self Storage, and Impact, by Chicago Title, Sun Coast Builder, Design/Build and builder and developer magazines. Mr. Adams has been quoted in the Los Angeles Times and Orange County register newspapers. Mr. Adams is listed in Who's Who in California and Who's Who in Real Estate. Mr. Adams spent five years as the real estate finance commentator on the Orange County register’s television station. In addition he has been featured on numerous other television programs regarding real estate finance. Richard Hill Adams
American Realty Capital Advisors Gary BechtelPresident
Money360, Inc. Gary is the President of Money360 and is responsible for developing and executing Money360’s expansion strategy. Gary also serves on Money360’s Credit Committee and Board of Directors. Prior to joining Money360, he was Chief Lending/Originations Officer of CU Business Partners, LLC, the nation’s largest credit union service organization. Previously, Gary held management and production positions at Grubb & Ellis Company, Meridian Capital, Johnson Capital, FINOVA Realty Capital, Pacific Southwest Realty Services and Hometown Commercial Capital. Gary began his career with the Alison Company. Over the past thirty-three years, Gary has served in numerous roles (as a lender or an intermediary) and has been involved in all aspects of the commercial real estate finance industry including the origination, underwriting, structuring, placement and closing of over $10 billion in commercial debt transactions ranging in amounts from $1 million to $150 million. These transactions were placed/funded with a variety of capital sources including life companies, commercial banks, and equity and mezzanine funds, on property types that included office, retail, industrial, multifamily, hospitality, self-storage and manufactured housing. He is a member of the Mortgage Bankers Association of America, California Mortgage Bankers Association, National Association of Industrial and Office Properties, and International Council of Shopping Centers. Gary has spoken at numerous industry events, written articles and has been quoted in a number of regional and national publications. Gary Bechtel
Money360, Inc. Lissette M. CalderonPresident & Owner
Neology Life Development Group Lissette M. Calderon is the President and CEO of Neology Life Development Group, which boasts Pier 19 Residences & Marina as its latest project. A Miami native, Lissette spent several years living in New York City where she fell in love with Soho’s loft-style apartments. After returning to Miami and spending two years working under the Related Group’s Jorge Perez, Calderon broke ground on her first Miami River project, NeoLofts in 2002 and followed up with Neo Vertika and Wind by Neo shortly thereafter also in the river. Pier 19 brings Lissette full circle as the luxury rental community is set to reintroduce high-end living to the Miami River. She remains the only female residential developer building in Miami today. Calderon graduated Cum Laude from the Wharton School of Business at the University of Pennsylvania with a B.S. in Economics with triple concentrations in Finance, Real Estate and Multinational Management. Lissette M. Calderon
Neology Life Development Group Jeffrey CannonExecutive Vice President & Broward County Market Executive
Pacific National Bank Jeffrey H. Cannon has an extensive 37-year career in the financial services/banking industry, serving in a variety of executive and senior lending and management positions in community, regional and national banks in the South Florida market. Mr. Cannon has vast experience will all facets of real estate including construction, development, and permanent loan financing as well as advisory services for debt acquisition & disposition. Currently the Market Executive for Broward County with Pacific National Bank, Cannon has held senior/local market leadership management positions with First Green Bank, Optimum Bank, CNLBank, Regions Bank, SouthTrust Bank, First Union National Bank and Barnett Bank. Cannon also served as the Director of Real Estate Services for a large local full-service law firm specializing in real estate law. Cannon graduated from Washington University in St. Louis, Missouri with a Bachelor’s degree in Business Administration, and received his Master’s degree in Business Administration from Florida Atlantic University in Boca Raton, Florida. Jeffrey Cannon
Pacific National Bank David ChristensenRegional Director
Money360, Inc. David Christensen serves as a Regional Director for Money360, a discretionary debt fund for commercial real estate Bridge Lending. Dave is responsible for expanding the mortgage broker relationships from San Jose to Seattle and originating loans across the U.S. Prior to joining the Company, he was a Senior Director for Berkadia, the capital markets platform created by Warren Buffet. Dave has been either a mortgage broker or lender for over 30 years. Dave started his real estate career as a Mortgage Banker with the Alison Company in the early 80’s. In 1995, he was hired by MassMutual to expand their lending platform in the West. After five years, his duties expanded to manage the Participation/Syndication desk for MassMutual in the Western U.S. In 2005, he relocated to San Francisco and worked as a Loan Officer for Jones Lang LaSalle and Grubb & Ellis. During his career he has closed over $5 Billion in mortgages on all property types. He earned his CCIM Designation and is an active member of the Mortgage Bankers Association. Dave lives in Sausalito with his wife Sharon. David Christensen
Money360, Inc. Vic ClarkSenior Managing Director
Hunt Real Estate Capital Vic Clark is a Senior Managing Director with Hunt Mortgage Group, a wholly-owned subsidiary of Hunt Companies. Mr. Clark has 29 years of solid experience in real estate financial services. He is currently National Head of Conventional Agency production for Hunt Mortgage Group. Mr. Clark has produced more than $9 billion in loan originations comprised of over 700 transactions. Mr. Clark led his Dallas production team to achieve nationally recognized production volume making them the top production team in the firm for many years. Prior to joining Hunt, Mr. Clark was Senior Vice President and Southwest Regional Manager at Walker & Dunlop. Mr. Clark was also a Managing Director/co-head of national production at Credit Suisse/Column Financial, Inc. There he was responsible for nationwide production management, business relationship development, nationwide loan origination, program direction and leadership of the Column Financial origination team. Mr. Clark received national recognition for the highest individual production and revenue within all Column programs for thirteen consecutive years. Today Mr. Clark is considered a leading authority on multifamily financing. He is frequently interviewed and quoted in the media and is often an invited guest speaker at key industry conferences. He is a partner and owner in approximately 8,000 multi-family housing units from Texas to Chicago. He has extensive experience in retail, office and hotel properties including financing, leasing and management. Mr. Clark holds a Bachelor of Science degree in accounting from the University of Southern California, is a certified public accountant (CPA), and is a member of the Appraisal Institute (MAI). Vic Clark
Hunt Real Estate Capital David A. CohenManaging Director - New York, National Bridge Lending Team
Ready Capital Corporation David Cohen brings over 25 years of transaction and structuring experience to his current role as a Managing Director and the Chief Production Officer for the commercial real estate bridge lending team. David leads the bridge team for new loan production, structuring and pricing for all value-add bridge loans. Prior to joining the Ready Capital, David held positions as a Managing Director and National Production Manager at Doral Property Finance, a Regional Director at GE Real Estate, a Managing Director at CIBC World Markets’ Commercial Real Estate Finance Group, a First Vice President at Paine Webber Real Estate Securities, and as a Managing Director at Furman Selz LLC. David began his career as an attorney at the national law firm of Kelley Drye & Warren. David earned a B.A. from SUNY- Albany, and his graduate degrees with a M.B.A. from Syracuse University School of Management and a J.D. from Syracuse University College of Law. He had also attended New York University’s Masters of Laws (L.L.M.) program. Ready Capital (NYSE: RC) is a multi-strategy real estate finance company that originates, acquires, finances and services small- to medium-sized balance commercial loans. We specialize in loans backed by commercial real estate, including agency multifamily, investor and bridge as well as SBA 7(a) business loans. Headquartered in New York City, Ready Capital employs over 400 lending professionals nationwide. David A. Cohen
Ready Capital – National Bridge Lending Team Stephen CountsVice President Capital Debt & Equity
CBRE Capital Markets Capital markets professional specializing in debt & equity financing. Integral in financing, consulting, brokerage and valuation of more than $750 million in commercial properties nationwide, with a focus on the Southeast. Specializes in originating acquisition, recapitalization and development financing for small to mid-market commercial real estate including multifamily, owner/user, retail, office and industrial assets. An approved designated producer for CBRE’s multifamily lending platform that directly funds Freddie Mac and Fannie Mae agency loans. Prior to CBRE, Stephen oversaw private equity and debt for Envoy, a Chicago based real estate private equity fund. He is a graduate of Florida State University with a double major in Real Estate and Business Administration. Stephen Counts
CBRE Capital Markets Joseph DearSenior Vice President, CRE Lending
Axiom Bank Please check back for bio. Joseph Dear
Axiom Bank David EyzenbergPresident
Eyzenberg & Company David Eyzenberg is president of Eyzenberg & Company, a NYC-based investment bank delivering best-in-class debt, equity and ground lease capital solutions for existing, transitional and to-be-built projects. Additionally, Mr. Eyzenberg is the founder of Eyzenberg LFC, an institutionally backed private equity vehicle specializing in the creation and acquisition of leased fee positions, subject to long term ground leases, on development and existing income producing real estate. Complementing his professional endeavors, Mr. Eyzenberg teaches graduate real estate finance studies in the New York University Schack Institute’s Masters of Science in Real Estate and NYU Stern MBA programs. Mr. Eyzenberg is an investor and board member of REZI, a technology enabled start up that helps landlords manage vacancy risk by prefunding rents for vacant apartments. Additionally, Mr. Eyzenberg is an investor and board member of VR WorldNYC, a leader in virtual reality currently operating the largest VR experience center located in North America and the Western Hemisphere. Mr. Eyzenberg previously was a principal and U.S. lead for the real estate capital raising practice of Avison Young. He co-founded and oversaw a group that during his tenure expanded throughout multiple offices and consummated well over $1B of financing transactions. Prior to Avison Young Mr. Eyzenberg was a managing director and head of commercial real estate for NewOak Capital. His tenure at NewOak began in 2011 after its acquisition of the investment banking practice of Eyzenberg’s Prodigious Capital Group, where Mr. Eyzenberg served as president since 2005. Prior to running Prodigious Capital Group, Mr. Eyzenberg was associated with several boutique real estate investment banks. Mr. Eyzenberg began his real estate career on the buy side working for Merrill Lynch, Ramius Capital Group and Greenstreet Partners. Mr. Eyzenberg is a graduate of New York University, where he received a Bachelor's Degree and a Master's Degree in real estate finance and investment. He also serves on the NYU Schack Real Estate Institute advisory committee. Mr. Eyzenberg is an active member of NMHC, ICSC, RELA and MBA, and is a frequent speaker at industry events. David Eyzenberg
Eyzenberg & Company Daniel FordHead of Origination
MidHudson LLC As Head of Origination, Dan Ford focuses on working with lenders and
sponsors to find and develop opportunities to place investments. Immediately prior to MidHudson, Dan was Senior Vice President at GEM Equity, working with sponsors to structure capitalization strategies for development and acquisition projects. His other prior experience includes executive and production roles at Hawthorne Companies, Urban Pace and Cassidy Turley. Dan graduated from Penn State and the Kogod School of Business at American University. Daniel Ford
MidHudson LLC Brett D. FormanChief Executive Officer
Trez Forman Captial Mr. Forman founded Forman Capital, LLC in 2004 and has spearheaded its successful growth since. In 2016 Forman Capital entered into a partnership with Trez Capital Group LP to form Trez Forman Capital Group LP. Prior to founding Forman Capital, Mr. Forman was a Principal at Sylvan Ventures, LP (a joint venture between Apollo Advisors and Sylvan Learning Systems), a $350 million venture capital firm. Mr. Forman spent five years in the retail business as President & C.O.O. of FEI, Inc. and County Seat Stores. Mr. Forman concentrated on real estate and retail transactions when he worked in corporate finance and mergers and acquisitions at Bear Stearns & Co. Mr. Forman graduated University of Pennsylvania, The Wharton School with a B.S. in Economics and a concentration in Real Estate Finance. Mr. Forman serves as Chairman on the Foundation Board of the Achievement Centers for Children and Families in Delray Beach, FL. Brett D. Forman
Trez Forman Capital Charles J. FoschiniSenior Managing Director and Co-Leader for Florida
Berkadia Charles Foschini is senior managing director of Berkadia, its highest production title, and a member of the company’s elite “CEO Circle,” consisting of the Top Ten Producers nationwide. He provides complex capital solutions to a focused clientele of major property owners throughout the United States. Unique among his peers, Charles’ team of six engages in a borrower-focused practice balanced between commercial and multifamily executions bringing creative solutions to every engagement. In addition to his production role, Charles co- manages the state of Florida, providing strategic vision and leadership to a dynamic team of investment sales and commercial finance professionals in one of the country’s top-producing regions. With over two decades of experience structuring complex transactions, Charles and his team have been involved in the sale and financing of commercial and multifamily properties totaling approximately $20 billion. These include several portfolio and landmark single-asset transactions in excess of $200 million. Prior to joining Berkadia, Charles served as Vice Chairman for CBRE and member of its elite institutional group, where he started his career and was a perennial top producer at the national level across all product lines. A sought-after expert in his discipline, he is a frequently requested speaker at conferences by Crittenden, ULI, ICSC, MBA, NAIOP, IMN, and RealShare, among others. Charles is a three-time alumnus of the University of Miami, where he earned an undergraduate degree, a Juris Doctor degree from the School of Law and a Master of Business Administration degree from the School of Business, each with honors of distinction. He is active in his community and with the University of Miami, where he is involved in several board and membership positions, including having served as an adjunct professor in the School of Law in its prestigious LLM program for real property. Charles J. Foschini
Berkadia Carl FowlerDirector, Real Estate Finance
NXT Capital Carl is responsible for originating, structuring and executing debt and equity transactions in the Southeastern U.S. With 15 years of real estate experience, Carl also underwrites new transactions throughout the country and has been involved in more than $800 million of real estate and mortgage transactions since joining NXT Capital. Previously, Carl worked with Merrill Lynch Capital, where he underwrote senior loans, mezzanine loans and preferred equity investments throughout the Southeast. Carl also worked with ING Clarion (now Clarion Partners) where he focused on research and strategy to support the firm’s investment management platform. Carl earned a B.A. in Economics and French from Emory University and an M.B.A. in Real Estate and Finance from The Wharton School of the University of Pennsylvania. Carl Fowler
NXT Capital |
Jon GitmanPartner
BridgeInvest Jon is a Partner at BridgeInvest, responsible for deal origination, underwriting and structuring. In this capacity, Jon has overseen the company's expansion into new markets across the Southeastern and Midwest United States and more than doubling of transaction volume to well over $200 million annually. Prior to BridgeInvest, Jon was an Acquisitions Associate with Resource Real Estate where he was charged with the deployment of a $750 million private REIT focused on the acquisition and work-out of non-performing commercial real estate and real estate related debt throughout the United States. At Resource, Jon was directly responsible for the acquisition of over 20 investments totaling approximately $500 million in value. Jon is a graduate of the Wharton School at the University of Pennsylvania with concentrations in both finance and real estate. Jon Gitman
BridgeInvest Melissa GovetteVice President
M&T Bank With 15 years of commercial real estate experience across all asset classes and a passion for problem solving, I'm excited to be a key member of M&T Bank's Florida Commercial Real Estate team. As one of the Top 30 largest banks in the US with a specific expertise in providing commercial real estate solutions for developers, certainty of execution and timeliness are the hallmarks of our reputation. Our value proposition is simple and timeless: we understand what is important to our borrowers and build long term client relationships, weathering all cycles. Melissa Govette
M&T Bank Dawson GranadeMF Production Senior
Freddie Mac Dawson Granade is a Senior Producer for Freddie Mac’s Small Balance Loan program. Dawson works in Freddie Mac’s Arlington, VA office and covers the southeastern US. Prior to join Freddie Mac, Dawson was an originator for Red Capital Group and EverBank. He began his career with First Union’s CMBS group and has experience in commercial and multifamily loan origination, underwriting and portfolio management. Dawson Granade
Freddie Mac Alex HornManaging Partner
BridgeInvest Mr. Horn is the founder and Managing Partner of BridgeInvest, a private real estate lender focused on providing short-term, senior-secured loans to commercial real estate borrowers to help them execute on their business plans and capture timely market opportunities. Under Mr. Horn's leadership, BridgeInvest has closed hundreds of millions of dollars in commercial mortgage loans across asset classes, leading it to become one of the largest, most successful private lenders in Florida and the Southeast US. In 2016, Mr. Horn launched the BridgeInvest Specialty Credit Fund, a short-term private equity fund, to cater to growing investor demand for an institutional-quality investment platform in private mortgage loans with a focus on capital preservation and attractive risk-adjusted returns. Prior to founding BridgeInvest, Alex served on the Strategy & New Ventures team at SecondMarket (acquired by NASDAQ) where he assisted in doubling the company’s size to become the largest global trading platform for pre-IPO securities including companies such as Facebook, Twitter and Tesla. Alex graduated from Columbia University with B.A. in Economics. Alex Horn
BridgeInvest Jason Jackson, HFMChief Executive Officer
IBS Investment Bank Dr. Jason Jackson is a Forbes Finance Council recognized Investment Banker with experiences spanning almost two decades and a proven ability to capitalize on both emerging and existing markets. Additionally, with peak AUM reaching nearly $8BillionsUSD, Mr. Jackson has been noted among country’s most successful investment managers. Mr. Jackson has been frequently quoted by over 250 major news sources such as Reuters, CBS Money Watch and The Business Journals among others. Mr. Jackson is the Founder and Managing Director of IBS Investment Bank and the Chairman of its Investment Committee of which he is responsible for execution and oversight of the firm’s investment portfolio and advisory positions. He also acts as the Managing Director of IBS Real Estate Investment Company, LLC a division of IBS Investment Bank, focused on the acquisition of core real estate assets for its parent company. Jason Jackson, HFM
IBS Investment Bank Daniel KennerlyPartner/Owner
Alair Homes NorthShore was specifically founded to focus on development of Senior Living and Multi-Family properties. The primary focus has been on projects in Opportunity Zones. Daniel is involved with identifying potential opportunities, acquiring the land and entitlements and obtaining the debt and equity necessary to bring them to completion. Daniel’s background is commercial land development and construction. He has closed over 200 Million in deals with Private Equity and small individual investors. Prior to this Daniel worked to raise capital for The Republican Party of Florida and Florida State University. Daniel holds a Bachelor’s of Science in both Finance and History from Florida State University. He is a speaker for best practices in development and construction at multiple national conferences. Daniel resides in Orlando, FL with his wife Susan and three boys: Zeke, Thatcher and Prescott. |