Top CFOs, CAOs, heads of tax, and other key finance executives from active real estate funds, REITs, operators and developers enjoyed a full day of premium panels and networking at the WeiserMazars Real Estate CFO Summit.

The Summit focused on key issues that top financial officers tackle including capital raising, re-financing, back office operations, investor relations, SEC and compliance issues and more. This was an essential summit for in-house financial professionals to exchange ideas, discuss best practices and network with industry peers.

Who Attended:

CFOs, CAOs, heads of tax, controllers, treasurers, investor relations, in-house finance executives of real estate funds, REITs, operators and developers.

2015 Attendee Breakdown:

Attendee Breakdown


2015 Featured Speakers:

Michael Maturo

Michael Maturo
Managing Partner
RXR Realty

Scott Alper

Scott Alper
President & CIO
Witkoff Group

Jayne Stewart

Jayne Stewart
Chief Accounting Officer
Annaly Capital Management

John Gerson

John Gerson
Chief Financial Officer
Paladin Realty Partners

2015 Speakers:

  • Scott Alper, President & CIO, Witkoff Group
  • Michael Arman, Chief Financial Officer, Procida Funding & Advisors
  • Linda Aronson, Managing Director, Jones Lang LaSalle
  • Eric Becher, Senior Director, New York Life Real Estate Investors
  • Yehonatan Cohen, Chief Executive Officer, Clal Finance Underwriting
  • Noelle du Toit, Senior Manager, WeiserMazars
  • Charles Farmer, Director – Acquisitions, Prestige Properties
  • John Gerson, Chief Financial Officer, Paladin Realty Partners
  • Michael Giglio, Operating Principal & CFO, Kaufman Organization
  • Thomas Goodkind, Chief Financial Officer, The Rosen Group
  • Steven Gorey, Managing Director & CAO, GTIS
  • Joseph Gulant, Tax Partner, Blank Rome
  • Ray Haarstick, Chief Executive Officer, Relevant Equity Systems
  • Peter Harned, Managing Director & Global CFO, Morgan Stanley
  • Yehuda Hecht, Chief Financial Officer, Madison International Realty
  • Susan Hewitt, Owner, Cheshire Group
  • Stefan Kirchmann, Partner, Mazars Germany
  • Ron Lagnado, Partner, WeiserMazars
  • Howard Landsberg, Partner, WeiserMazars
  • Martin Luskin, Partner, Blank Rome
  • Michael Maturo, President & CFO, RXR Realty
  • Desmond McGowan, Chief Financial Officer & Principal, True North Management
  • Shahab Moreh, Partner, WeiserMazars
  • Joanna Mulford, Portfolio Manager & CFO, Prudential Real Estate Investors
  • Peter Nicoletti, Executive Managing Director – Capital Markets, Jones Lang LaSalle
  • Michael Schurer, Chief Financial Officer, Thor Equities
  • Puneet Sharma, Tax Director, Tishman Speyer
  • Robert Shaw, CFO & COO, Vanderbilt REIM
  • Lindsey Simon, Founder, Simon Compliance
  • Dan Smith, President, Trident Fund Services
  • Joseph Smith, Partner, Schulte Roth & Zabel
  • Steven Splain, Chief Accounting Officer, Brixmor Property Group
  • Jayne Stewart, Chief Accounting Officer, Annaly Capital Management
  • Brian Summers, Chief Financial Officer, DRA Advisors
  • Scott Tavolacci, National Accounts Investment Management, Yardi Systems
  • David Thomas, Chief Financial Officer, Benenson Capital Partners
  • Demetri Yatrakis, Principal, WeiserMazars

2015 Conference Highlights:

  • Best practices for the CFO role within equity raising and deal making
  • Balancing fundraising efforts and priorities between property and funds
  • Working together with CEO/Managing Partner, CIO, Capital Raising team
  • Recent innovations in financial control, management and reporting systems
  • Outsource vs. insource: what to keep and what to delegate
  • Getting to real time: how to get decision making data when you need it
  • International investors in U.S. based deals vs. U.S. dollars in international property
  • Cross-border regulatory, financial, tax, governance and capitalization reporting
  • Reducing the tax burden: cross-border structuring and special purpose entities
  • SEC examinations: news from those who’ve been through them thus far
  • What the SEC doesn’t know about the real estate private equity industry may hurt you
  • Effects of independence rules; what you can and cannot do
  • Investor relations best practices: templates and standards for key communications
  • Managing conflicting expectations and compliance issues in letters and reporting
  • What investor relations can learn from customer service best practices
  • Turning investor relations into a fundraising tool
  • Understanding your options: how to prepare for interest rate increases
  • Managing cost of capital and leveraging collateralized assets for lowest cost
  • Newest, best and emerging sources of debt capital
  • Changing underwriting standards and terms across size, sector and vehicle

Connect with Your Peers Online:

Share your experience at the Summit by tweeting us using hashtag #WMRESummit.