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If you're interested in speaking or sponsorship
opportunities please contact:

David Smith, EVP, Group Publisher
(732) 450-8866
ext. 26


If you are a member of the media interested in attending the event please contact:

Rachael Fisher-Layne

Jami Schlicher


For inquiries on registration or hotel information please contact:

Linda Mantello,
(732) 450-8866
ext. 36

2012 Keynote Speakers

Steve Forbes Steve Forbes
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, 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.

 Peter Ricchiuti Peter Ricchiuti
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

Keith Alliare Keith Allaire
Managing Director
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 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 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 Berg 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.

Jeff Brock Jeff Brock,
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.

Ed Carey 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.

 Robb Chapin Robb Chapin
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 Tony Chereso
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.

Brett Dearing Brett Dearing
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.

 Maxwell Drever Maxwell Drever
Maxwell Drever, at the helm of Drever Capital Management, has been a visionary leader in impact real estate investing for over 40 years. The Drever companies' social and environmentally conscious redevelopments of multifamily apartments have provided the catalyst for transforming entire neighborhoods. 

 Mark Earley Mark Earley
Hines Securities, Inc.
As President of Hines Securities, Inc., Mark Earley is responsible for managing Hines' registered broker dealer and oversees key distribution relationships. He joined Hines in 2003. Mr. Earley is a graduate of Stephen F. Austin State University with a B.B.A. in business and has 22 years of financial services experience.

 Troy Gagliardi Troy L. Gagliardi
Chairman and CIO of Sayco Capital Group,
a multi-platform distressed asset management organization.
Mr. Gagliardi has over 15 years of experience in the securities investment industry and is considered an expert in numerous arenas including Collateralized Mortgage Obligations, Collateralized Debt Obligations, Stocks, Bonds, Exchange Traded Funds and Total Portfolio Management.

Kevin Gannon Kevin T. Gannon
Managing Director
Robert A. Stanger & Co.
Kevin T. Gannon, CPA, is a managing director at Robert A. Stanger & Co. He joined the company in 1983, and since that time has been active in the analysis and evaluation of corporate, partnership and trust investments in real estate, oil and gas, equipment leasing, agriculture, bio-technology and food processing. Before joining Robert A. Stanger & Co., Gannon was a manager with Deloitte Haskins & Sells, an international accounting firm. He is a member of the American Institute of Certified Public Accountants.

 Mike Grupe Michael R. Grupe
Executive Vice President, Research and Investor Outreach
The National Association of Real Estate Investment Trusts®
Michael R. Grupe is Executive Vice President for Research and Investor Outreach at The National Association of Real Estate Investment Trusts (NAREIT).  NAREIT is the representative voice for real estate investment trusts (REITs) and publicly traded real estate companies worldwide with an interest in U.S. real estate and capital markets.  At NAREIT, he directs all research and investor outreach activities related to the collection and distribution of statistics with respect to industry growth and development, analysis of real estate investment performance and the role of REITs in diversified investment portfolios, and communication with investors, policymakers, the media and the public.  He also oversees the management of the FTSE NAREIT US Real Estate Index and the FTSE EPRA/NAREIT Global Real Estate Index in conjunction with FTSE Group (London) and the European Public Real Estate Association (Brussels).

  John Hyland John Hyland
John Hyland’s experience in construction and real estate along with his ability to purchase large amounts of bank owned homes, has allowed him to deliver great cash flowing returns to investors.  His process of purchasing REO properties, refurbishing and leasing to qualified tenants is an ideal and safe investment strategy.

 Vijay J. Marolia Vijay J. Marolia, MBA, CFP®
Vijay J. Marolia is Chief Investment Officer at Private Wealth Management in Lake Mary, FL. He is the firm’s global macroeconomic strategist, responsible for research, portfolio construction, and identifying tactical investment opportunities in fluctuating market environments. He is a regular contributor for local and national print and broadcast media.

Brad McMillan
W. Bradford McMillan
Vice President & CIO
Commonwealth Financial Network
W. Bradford McMillan is vice president, chief investment officer, of Commonwealth Financial Network. In that role, he leads Commonwealth’s investment research, advisory services, asset management and investment consulting teams. He is a frequent guest speaker at industry conferences.

 Oconnor-F F. Fuller O'Connor
Mr. O’Connor has over 20 years experience in the real estate investment banking and finance industry.  Previously, Mr. O’Connor was Senior Managing Director and Head of Real Estate Investment Banking at FBR.  Prior to FBR, Mr. O'Connor was Managing Director at Cohen & Steers Capital Advisors.

Daniel-Oschin Daniel Oschin
Managing Director
KBR Capital Partners
is managing director of KBR Capital Partners, a multi-platform alternative investment manager. He has been instrumental in the development, marketing and distribution of more than 100 private placement offerings, and has also been responsible for equity procurement resulting in more than $2 billion in securitized real estate investments. Oschin is president-elect of the Real Estate Investment Securities Association (REISA).

 David Rupert David Rupert
President of Griffin Capital Corporation
Mr. Rupert is the President of Griffin Capital Corporation, a Los Angeles-headquarted real estate investment company that has acquired or constructed over 11 million square feet of space since 1996, and currently manages a portfolio of more than 8.5 million square feet located in 13 states, representing approximately $1 billion in asset value.  Mr. Rupert’s 30 years of commercial real estate and finance experience includes over $4 billion of transactions executed on four continents: North America, Europe, Asia and Australia.  Mr. Rupert served as Chief Operating Officer of Griffin from 2000-2008, left to pursue two entrepreneurial opportunities (co-heading an opportunistic hotel fund in partnership with The Olympia Companies, an 800-employee hotel owner-operator, and serving as partner in a private equity firm focused on hotel and multifamily residential development in Eastern Europe) before rejoining the firm as President in 2010.

Jeff Saut Jeff Saut
As Raymond James’ chief investment strategist and a managing director of the firm’s Equity Research department, Jeff Saut provides timely and insightful market commentary to Raymond James financial advisors, their clients and institutional clients through daily strategy calls, weekly written commentary, as well as local and national media appearances.

 Nick Schorsch Nicholas S. Schorsch
Chairman & Chief Executive Officer, American Realty Capital
Mr. Schorsch currently serves as Chairman of the Board and Chief Executive Officer of multiple American Realty Capital sponsored public companies, including American Realty Capital Trust I and III, American Realty Capital Properties (NASDAQ: ARCP) and five others.  He is also co-Founder and Chairman and CEO of American Realty Capital (“ARC”), a full-service real estate advisory firm. ARC is the parent of Realty Capital Securities, LLC (Member FINRA/SIPC), (“RCS”), a registered broker-dealer with an open architecture platform in the direct investment space. He holds executive management positions for all of the public, non-traded direct investment offerings sponsored by ARC and which are distributed by RCS. From September 2002 until August 2006, Mr. Schorsch served as CEO of American Financial Realty Trust (NYSE: AFR), which he took public in 2003.

Thomas J. Silvia  Thomas J. Silvia
CFO of VineBrook Partners,
a distressed REO to rental high income fund.
Mr. Silvia has over 25 years in the investment industry with 15 years at Fidelity Investments which included the responsibility of overseeing the investment grade bond investment division.  Also, Mr. Silvia was a portfolio manager of investment grade bond portfolios with a specialization in Mortgage-Backed Securities.

 Evan Simonoff Evan Simonoff   
Editor-in-Chief and Editorial Director
Financial Advisor and
Private Wealth magazines
Evan Simonoff is editorial director of Financial Advisor and Private Wealth magazines and is a founding partner of Charter Financial Publishing Network (CFPN). He has spent more than 20 years as an editor and  reporter covering the financial services industry. Simonoff is a widely recognized expert on personal finance and investments.

 David Smith David Smith   
Co-Founder and Group Publisher
Financial Advisor and
Private Wealth magazines
David Smith is a founding partner of Charter Financial Publishing Network (CFPN), a publisher, marketer and distributor of information for the financial services industry. He is co-founder and publisher of Financial Advisor and Private Wealth magazines and other CFPN publications.

Mark Stierman Mark Stierman  
Managing Director
Robert A. Stanger & Co.
Mark Stierman is managing director at Robert A. Stanger & Co. and is involved in the firm’s financial advisory activities, including mergers and acquisitions, valuations and other services. He also has been active in evaluating and reorganizing real estate assets and securities, including partnerships and real estate investment trusts. Before joining the firm in 1992, he was a senior financial analyst involved in corporate restructuring for a large privately owned food conglomerate.

Toole W. Timothy Toole
President, NorthStar Realty Securities, LLC
As President, Mr. Toole is responsible for the day-to-day management of NorthStar Realty Securities. He brings to this position more than 20 years of successful leadership at various public and private real estate and investment companies. Mr. Toole has spent a significant portion of his career structuring and directing sales and distributions teams. As a result, he has a depth of product knowledge, and a unique understanding of the most effective ways to achieve results in the financial industry. Before joining NorthStar in September 2009, Mr. Toole was Divisional Vice President of RiverSource Investments, the investment management arm of Ameriprise, where he managed the distribution team responsible for $3.3 billion in sales throughout the central and western United States.

 Mike Underhill  Michael Underhill
Founder & Chief investment officer at Capital Innovations, LLC.
He is author of the Handbook of Infrastructure Investing (recommended by the CFA Institute), a professor at EDHEC University teaching Infrastructure Investing and remains one of the world’s most provocative, respected financial analysts and an award winning real assets portfolio manager.

 Gordon Wilhite Gordon Wilhite
Gordon "Gordy" Wilhite is senior vice president/regional sales manager for CNL Securities Corp., Member FINRA/SIPC. He is responsible for overseeing the sales efforts of the eastern half of the United States. Mr. Wilhite was previously vice president of sales serving Arizona, Colorado, New Mexico, Utah and Wyoming.

 Mark Zmistowski Michael Zmistowski
Financial Planning Advisors, LLC
is president of Financial Planning Advisors, LLC specializing in retirement income management.  As a Securities Principal with the Financial Industry Regulatory Authority, licensed Insurance representative and associate of Registered Investment Advisory firm(s), for over 28 years Mr. Zmistowski has been designing and implementing financial plans for his clients.  For eight of those years, he officed in a law firm specializing in Estate Planning. As a trans-channel retirement income consultant, Mr. Zmistowski is an authorized presenter/consultant for the International Foundation for Retirement Education (InFRE).