SOLD OUT - Wealth Management Series - Exploring Opportunities & Risks in the Real Estate Sector
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When: Thursday, February 8, 2018
From 3:30pm until 6:30pm
Where: Host Sponsor: Alliance Bernstein
555 California Street
Suite 4400
San Francisco, California  94104
United States

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Exploring Opportunities and Risks in the Real Estate Sector

After a decade of steadily rising asset prices since the Global Financial Crisis, U.S. commercial real estate is currently valued at more than $10 trillion, and including the residential sector and global markets, this figure rises to more than $200 trillion. This vast sector impacts and is affected by all areas of the economy. There are many issues for investors to sort through, and capital continues to be invested in multiple ways with valuations in some situations setting record high levels.

This panel explores the opportunities and concerns in the current marketplace and will bring insights from investors with different perspectives - private vs. public strategies, equity vs. debt, and the office sector vs. multifamily.


Ronnie Gul, Principal, Mesa West Capital

Ronnie Gul is a Principal and co-head of west coast originations at Mesa West Capital. He has structured and closed over $4 billion in transactions on over 10 million square feet of commercial real estate properties. Ronnie’s real estate experience also includes the acquisition, management and renovation of a private multifamily portfolio in Los Angeles.

He received a B.A. in Economics with honors from UCLA and an MBA from UCLA Anderson Graduate School of Management.


David Saxe, Co-Founder, Calvera Partners

David Saxe is co-founder of Calvera Partners, a real estate investment firm founded in 2010 that acquires and repositions apartment communities using inspiration from the boutique hotel industry to modernize the country’s aging apartment stock.

Previously he was Associate Vice President, Investments, for CIM Group in Los Angeles where he completed over $575 million in investments in apartments, condominiums, retail, commercial office, and hotels. David was a Senior Market Research Analyst with Equity Office Properties Trust and responsible for vetting potential acquisitions, dispositions and developments in major office markets throughout the United States.

David serves on the Board of Directors of the Jewish Community Federation of San Francisco and the Contemporary Jewish Museum of San Francisco, and on the Advisory Board of ArtPoint at the Fine Arts Museums of San Francisco.

He graduated Cum Laude and Phi Beta Kappa with a B.A. in Economics from Northwestern University and received his MBA from the Haas School of Business at the University of California, Berkeley.



Christopher HartungDirector & Portfolio Manager, Lazard Asset Management

Christopher Hartung is a Portfolio Manager/Analyst on Lazard's Global Real Estate Securities team. Christopher began working in the investment field in 1990. Prior to joining Lazard in 2011, he was Senior Advisor at Grubb & Ellis Alesco Global Advisors, responsible for alternative investment strategies, capital markets, product development and research.

Previously, he was a Managing Director at Wells Fargo Securities/Eastdil Secured, responsible for providing investment banking services to both public and private real estate companies, including equity and debt issuance, corporate advisory and mergers & acquisitions activities. Prior to Eastdil, Christopher was a Managing Director and Group Head of Real Estate Equity Research at Banc of America Securities and also worked in Real Estate equity research and strategic planning at JP Morgan.

He is a full member of the Urban Land Institute, a member of Lambda Alpha International, an associate member of the International Council of Shopping Centers and the National Associate of Real Estate Investment Trusts (NAREIT), and has served on the Advisory Board for the Fisher Center for Real Estate at Haas Business School, University of California Berkeley. Christopher serves as a director of FelCor Lodging Trust, a public real estate investment trust and is on the Advisory Board for Maier Siebel Baber, one of the West Coast's leading real estate investment managers. 

Christopher received a bachelor's degree from Cornell University.  



Peter KahnChief Investment Officer, Spear Street Capital

Peter Kahn, CIO at Spear Street Capital started in 2002 with extensive experience in real estate finance and underwriting, primarily in the San Francisco Bay Area and Seattle, Washington. Peter's focus at Spear Street Capital is the coordination and implementation of sourcing and executing investment opportunities across the platform. His responsibilities include acquisitions and sales, financing transactions and negotiations related to major leases and joint ventures. He also has a primary role in the development of strategies to maximize the financial performance of owned assets.

Previously, he was an associate in the capital transactions group of the Shorenstein Company. While at Shorenstein, Peter participated in the analysis and execution of a broad variety of principal investments and debt financing transactions. Peter was an associate in the investment services group of the Trammell Crow Company based in Seattle, Washington. In this capacity he represented both local and national clients, and identified and underwrote various investment opportunities throughout the Pacific Northwest.   

He is a graduate of Brown University.



Brian Schneider, Head of Investor Relationships, Prime Finance

Brian Schneider, Head of Investor Relationships at Prime Finance, leads fund raising and investor relationships.

Previously, he was a managing director and Co-Head of Real Estate at Morgan Stanley Alternative Investment Partners and also Managing Director for Medley Partners, a San Francisco-based family office. Before moving to San Francisco, Brian was Managing Director of real estate and natural resources for the University of Pennsylvania endowment, and Senior Portfolio Manager in charge of real estate investments for the DuPont Master Trust and the TRW Master Trust.

He received a B. A. in Economics from Connecticut College and an MBA in Real Estate/Finance from The University of Texas at Austin.



3:30pm – Registration Opens
4:00pm – Introductions and Panel Discussion 
5:15pm – Audience Q/A
5:45pm – Networking, beverages & appetizers
6:30pm – Event concludes








Host Sponsor: Alliance Bernstein

555 California Street, Suite 4400

San Francisco, CA 94104

Please bring photo ID and be prepared to check in with building security on the lobby level. 



Series Sponsors


Continuing Education:
This event qualifies for 1 hour of continuing education credit for CFA Charterholders

Cancellation Policy
Please contact with at least 24 hours notice to receive a full refund