Chairman and Editor-in-Chief
of Forbes Media
Steve Forbes is chairman and editor-in-chief ofForbes Media. The company's flagship publication, Forbes, has a circulation of more than 900,000. Under Steve Forbes' leadership, the company has launched a variety of new publications and businesses. The companyalso publishes a number of investment newsletters. In 1996, the company launched Forbes.com, which now averages 18 million unique monthly visitors.
In both 1996 and 2000, Steve Forbes campaigned vigorously for the Republican nomination for the Presidency. Key to his platform were a flat tax, medical savings accounts, a new Social Security system for working Americans, parental choice of schools for their children, term limits and astrong national defense. He continues to energetically promote this agenda.
Professor Tulane University
A.B. Freeman School of Business
Peter Ricchiuti teaches courses on the financial markets at Tulane University's A.B. Freeman School of Business. He has been the school's top professor twice. He started his career with the investment firm of Kidder Peabody and later managed over three billion dollars as the assistant treasurer for the state of Louisiana. In 1993 he founded Tulane's highly acclaimed Burkenroad Reports stock research program. He has been featured on CNN and CNBC as well as in The New York Times, Barron's, The Washington Post and The Wall Street Journal.
2012 Conference Speakers
Robert A. Stanger & Co., LLC
Keith Allaire is a managing director with Robert A. Stanger & Co., LLC, a nationally recognized investment banking firm specializing in REITs and real estate investment programs. He provides strategic planning and financial advisory services in connection with accessing public capital markets, structuring institutional and retail programs, obtaining equity and debt financing, and executing sales, mergers and acquisitions. He currently serves as chairman of the Investment Program Association's Non-traded REIT Committee and REIT Financial Standards Subcommittee.
Thomas Balcom CFP, CAIA, MBA,
Founder 1650 Wealth Management
Tom Balcom is the founder of 1650 Wealth Management in Boca Raton, Fla., and is currently serving as the 2012 Chairman of the Financial Planning Association of Greater Fort Lauderdale. He is also an adjunct professor for the Certified Financial Planner program at Barry University and received the 2008 Structured Product Association's Leading Edge Advisor Award for his innovative work with structured notes.
||Daniel H. Bathon, Jr.
Founder and CEO of VineBrook Partners a distressed REO to rental high income funds group. Also Founded and is General Partner of Windspeed Ventures three funds which are early stage technology funds that have averaged a 25% annualized net return. Mr .Bathon was an SVP at Drexel Burnham Lambert for 7 years and is active in various charities.
John T. Berg
Managing Director Portfolio Management
John is managing director - portfolio management for Principal Real Estate Investors. He is the portfolio manager of the Principal U.S. Property Account, a core open-end real estate strategy. John joined the firm in 1994 and has spent his entire tenure with the firm in the real estate equity area.
Founder and CEO
Key Property Solutions, LLC
Jeff Brock, founder and CEO of Key Property Solutions, LLC has acquired, managed, and sold over $85,000,000 in single family homes in Atlanta since 2001. Gaining access to private capital in 2008, he grew Company revenues over 400% through 2010, the toughest period in real estate in recent history. In 2011 the number of employees grew from 15 to 72.
||Edward L. Carey
Edward L. Carey is Clarion Partners Property Trust's Chief Executive Officer and one of its Directors. He has also held the position of Managing Director with Clarion Partners since February 2007. His responsibilities in this role include business development, capital raising and strategic acquisitions, focusing on identifying and developing structured programmatic joint ventures, national and cross-border investment acquisitions and public to private platform opportunities. Mr. Carey is a member of several real estate organizations including the Wharton School Zell/Laurie Real Estate Center, Urban Land Institute and NAREIT's Public Non-Listed REIT Council. Mr. Carey holds a Bachelor of Business Administration from the University of Notre Dame and a Master of Business Administration from The Wharton School at the University of Pennsylvania.
Co-Founder and Managing Partner of Servant Investments a real estate Investment Fund Management Company based in Orlando Florida. The company's core focus is healthcare real estate specifically seniors housing and medical facilities in major US markets. Since the founding in 2005 Servant and its affiliates have invested in more than 50 properties nationally valued at more than $400 million through the public and private funds they have managed.
Tony Chereso is a President/ CEO of FactRight, a comprehensive resource addressing the unique needs for private placement and non-traded securities due diligence in a wide variety of categories including broker dealer risk management solutions. Tony is responsible for the deployment of FactRight's strategic initiatives. Tony is the Vice President of REISA and active in other industry trade associations.
Senior Vice President and Head of Sales
for the RIA/Wire Channels at Cole Real Estate Investments.
Brett Dearing serves as Senior Vice President and Head of Sales for the RIA/Wire Channels at Cole Real Estate Investments. In this role, Mr. Dearing is responsible for managing all sales functions for the Advisory and Wire Channels.