Real Estate Investment Dinner
Adam Schwartz is co-Chief Investment Officer of Angelo Gordon and a member of the firm’s Management Committee. He is the head of the firm’s global real estate group, with particular focus on the U.S. and Europe. Since joining Angelo Gordon in 2000, Adam has been directly responsible for, or overseen, in excess of $10 billion of real estate assets. He has significant experience in the acquisition and repositioning of all property types. Prior to joining the firm, Adam worked in the acquisitions group at Vornado Realty Trust, a public real estate investment trust. His work focused on the acquisition of public and private real estate companies in addition to single asset acquisitions. Adam is a member of the executive committee of the Zell-Lurie Real Estate Center at The Wharton School and is a trustee of the Urban Land Institute. He is also a member of the board of directors of The Catalog for Giving. Adam has a B.A. degree from the University of Pennsylvania.
Prior to founding Taconic with Paul Pariser in 1997, Charlie formed CBC Properties, where he acquired, repositioned, and managed more than one million square feet of office properties in New York City and Washington, D.C., as well as several hundred apartment units in the New York metropolitan area. Earlier in his career, he was a managing director at Jones Lang Wootton (JLW), where he was responsible for property acquisitions, sales, and financing for the firm’s international clientele, with a focus on New York, Washington, D.C., and Toronto. In these latter two cities he established JLW’s regional offices and business platforms.
A graduate of George Washington University, Charlie is actively involved in the educational community serving as a Regent of the New York State Board of Education, a board member of PENCIL, and a participant in PENCIL’s annual Principal for a Day program. In addition, Charlie is a member of the Board of Governors of the Real Estate Board of New York, the Executive Committee of the Board of Advisors of the George Washington University School of Business, and the Advisory Board of the University’s Center for Real Estate and Urban Analysis.
With more than 25 years of opportunistic real estate investment experience, Mr. Daniel Neidich is one of the pioneers who helped define and develop this market. He has built and led investment teams managing institutional real estate private equity funds beginning with the first Goldman Sachs Whitehall fund in 1991.
Prior to founding Dune in 2004, Mr. Neidich spent 25 years at Goldman Sachs where he was a member of the firm's Management Committee, Vice Chairman's Council, co-head of the Merchant Banking Division and Chairman of the Whitehall Investment Committee. In these roles, Mr. Neidich managed teams of professionals, fostered talent and developed a successful institutional culture in a dynamic investing market. Mr. Neidich joined Goldman Sachs in 1978 in the Real Estate Banking Department, where he worked on a broad range of investment banking activities for Goldman Sachs' corporate and real estate clients. In 1984, Mr. Neidich became a partner of Goldman Sachs and, in 1990, he became head of Goldman Sachs' Real Estate Department. In 1992, Mr. Neidich formed the Real Estate Principal Investment Area, in 1998 he became co-head of the Merchant Banking Division, in 1999 he joined the firm's Management Committee and in 2000 he joined the firm's Vice Chairman's Council.
In 1991, under Mr. Neidich's direction, Goldman Sachs raised the first Whitehall fund to invest in real estate opportunities. Under his leadership, the Whitehall Funds raised over $12 billion of total equity and purchased over $50 billion of real estate interests worldwide.
Mr. Neidich has held leadership positions in industry organizations for decades. He is a Trustee of the Urban Land Institute, a multidisciplinary real estate forum that facilitates an open exchange of ideas, information, and experience among industry leaders and policy makers. He is the former Chairman of the International Advisory Board of the Real Estate Academic Initiative at Harvard University and a member of Columbia Business School's MBA Real Estate Program Advisory Board. Mr. Neidich is a former Chairman of the Real Estate Roundtable and a former Trustee of the International Council of Shopping Centers as well as a former member of the Board of Governors of the Real Estate Board of New York, the International Advisory Board of Eurohypo AG and the Board of Directors of General American Investors Company, Inc. Through leadership roles and involvement with these industry organizations, Mr. Neidich has developed a network of key relationships with leading global institutions and other market participants that spans the real estate capital markets and property markets across multiple geographies.
Mr. Neidich serves on the boards of Prep for Prep (where he is a member of the Executive Committee), The Child Mind Institute (where he is a member of the Audit and Finance Committee) and the Trust for Governors Island. He is a former member of The Hotchkiss School's Investment Committee, the Board of Governors of The Nature Conservancy and the Museum of Modern Art. Mr. Neidich received an M.B.A. from Stanford University Graduate School of Business in 1974 and a B.A. from Yale University in 1972.
Richard Wagman is the Managing Partner and Founder of Madison Capital. Richard is responsible for overseeing all functions within Madison with a particular emphasis on the transaction sourcing, acquisitions and capital markets activities. He is also responsible for identifying and securing institutional joint venture partners for Madison. Richard has overseen the acquisition of $1.5 billion of retail and mixed-use properties in New York City, Chicago, and other gateway markets. In 1994 he found Principal Property Group LLC, a New York real estate investment company (“Principal”) that acquired close to 1 million square feet of commercial and industrial properties in the U.S.
Madison Capital is a private real estate company that owns and operates in Canada and sold the majority of the assets to a publicly traded REIT. Prior to Principal, Richard was an acquisition associate with Lend Lease International involved in advising public and private pension funds in real estate investments in the US and Europe. Richard worked in the New York, London and Paris offices for Lend Lease. Richard is from Montreal, Canada and resides in Manhattan. He is actively involved in the Steering Committee for the Real Estate Division of UJA and is a board member of The Catalog for Giving of New York City. Richard graduated from the Wharton School of Finance and Commerce of the University of Pennsylvania with a dual concentration in Real Estate and Finance.excess of $2 billion of retail and mixed-use assets in urban core markets in the United States. The urban retail sector has demonstrated long term, consistent tenant demand from local, regional, national and international retailers with limited new supply other than the adaptive reuse of existing buildings. Madison’s investments provide an attractive return profile with limited downside risk, significant upside potential, credit rated cash flow, and medium and long term capital appreciation.
Madison targets investments in interesting, evolving neighborhoods that feature current, medium and long term positive economic and demographic growth. Characteristics of targeted markets include residential, office and hotel redevelopment, public and private infrastructure investment, strong demographics and a diversity of demand drivers from local residents, businesses, commuters and tourists, both domestic and international.
James D. Kuhn has been a principal of Newmark Knight Frank and has served as president since joining in 1992. Today, with more than 14,000 employees worldwide, Newmark Knight Frank and its partner Knight Frank operate from more than 400 global offices, including 120 locations in the United States and offices throughout Canada, Europe, Asia-Pacific, Africa and the Middle East. With the firm’s merger with BGC Partners in 2011, BGC’s acquisition of the assets of Grubb & Ellis Company in 2012, the acquisition of Cornish & Carey and ARA in 2014, and acquisition of agency lender Berkeley Point Financial LLC, the firm has reinforced its capital markets platform with real estate investment banking and debt and equity capabilities. Its acquisition of ARA, one of the largest national multihousing practices, offers clients the deepest and most diversified services in the real estate industry. Newmark Knight Frank went public in December 2017.
In his capacity as president of Newmark Knight Frank, Mr. Kuhn coordinates all brokerage activity, which includes leasing, investment sales, and debt & equity placement, and works to collaborate brokerage functions with valuation, global corporate services, property management, and other related groups.
Mr. Kuhn joined Newmark Knight Frank after 15 years in partnership with Bernard Mendik as owner/manager, where he acquired 11 million square feet of office space and 6,000 apartments; the company was sold to Vornado in 1997.
An active member of the academic community, Mr. Kuhn serves as Vice Chairman for the Board of Trustees at Syracuse University and is Chairman of the Syracuse University Whitman School of Management’s Advisory Council. Mr. Kuhn is also Chairman of the Advisory Board for New York University Schack Institute of Real Estate.
Mr. Kuhn holds both a B.B.A. in Finance and an M.B.A. in Real Estate from Syracuse University. He endowed its
new business school with the dean's office and established the Leo and Sunnie Kuhn Scholarship for
Entrepreneurial Studies in the Syracuse University Whitman School of Management.
Mr. Altman is an entrepreneur and real estate investor with experience in identifying, buying and selling real estate. As a founder and Managing Member of KABR, he is instrumental in fundraising, structuring JV partnerships, sourcing and acquiring real property and debt. To date, Adam has participated in transactions totaling approximately four million square feet of commercial properties, as well as thousands of residential units, hotels and new development land with over 3000 units of entitlements. Prior to joining KABR, he focused on acquisition, development, management, and disposition of real estate for a multi-billion dollar healthcare company. He has also worked with the private wealth team at Deutsche Bank, portfolio manager/analyst at Chestnut Ridge Capital and founded and sold Freshpair.com, an e-commerce company.
Imperium Capital is a privately held New York City based real estate investment and development company specializing in the acquisition of office, retail, multifamily, and mixed use properties in gateway markets throughout the United States. The firm was founded in 2010 by Sam Schneider and Daniel Glaser and currently owns a diverse portfolio of high profile assets comprising more than 1,000,000 square feet.
Matthew (Matt) Galligan is President of Real Estate Finance for CIT Group. His team provides stabilized, value-add and construction loans between $25 million and $50 million to highly experienced and well-capitalized developers in the office, retail, industrial and multi-family rental sectors with a $7.4 billion portfolio concentrated in the New York metropolitan area and southern California.
Every year since 2013, Galligan has been named by the Commercial Observer to its “Power 50” list of the most important figures in real estate finance. He previously served as Managing Director and Head of U.S. Property Finance for Bank of Ireland where, under his leadership, his team oversaw more than $5.1 billion in transactions.
Prior to that, he served as Executive Vice President for Real Estate Capital Markets at DebtX. He has also worked for Fleet Boston Financial, Bank of Boston and Chase Manhattan in executive level positions in credit, real estate lending, debt distribution and capital markets. Galligan is a member of the Board of Directors for the Mortgage Bankers Association.
The Catalog for Giving honored Galligan in 2017. He was also honored by Get Out Stay Out that same year. He currently sits on the Advisory Board of these two entities and, additionally the Habitat for Humanity’s Leadership Council.
Galligan received a BA in Economics/Accounting from the College of the Holy Cross and an MBA in Finance from the New York University Graduate School of Business Administration.
Mr. Bauer has over 10 years experience as a real estate finance professional and has worked on over $45B of deals throughout his career. Mr. Bauer is responsible for sourcing and negotiating all transactions, as well as structuring the capital stack.
Prior to launching Borough Equities, Mr. Bauer was the CFO at Princeton Holdings, an investment firm in NYC, where he was responsible for all aspects of transactions including underwriting and due diligence components for acquisitions and dispositions and implementing tax strategies. He also participated in negotiations, particularly with sellers, JV partners, investors and lenders.
Prior to Princeton, Mr. Bauer was a Director in the Real Estate Advisory Group at FTI Consulting (NYSE: FCN), where he worked on domestic and international engagements including acquisitions, diligence, financial underwriting, valuations, restructuring, portfolio and operational optimization, master planning and land use, and market and economic feasibility. Specifically, Mr. Bauer worked on the restructuring and optimization of a global portfolio valued over $40B (Lehman Brothers), master planning and land use strategies for international re-development sites over 6,000,000 square feet and $1B (Jeddah, Saudi Arabia), and the acquisition advisory for over 5MM square feet of hospitality, commercial, and retail (various).
Prior to FTI, Mr. Bauer was an Accounting Manager at Apax Partner, a global private equity firm, where he was responsible for the complete administration and financial reporting for over 15 funds, containing over $1B in assets, on both a US GAAP and Tax Basis.
Mr. Bauer is a Certified Public Accountant and Licensed Real Estate Broker in New York as well as a Licensed Attorney in NY and NJ.
Simon Ziff serves as president of Ackman-Ziff, a position he assumed in 1995. Since joining the firm as an analyst in 1989, Simon has overseen the firms arranging of over $50 billion of debt, mezzanine and equity financings for some of the nation’s foremost real estate developers and owners while solidifying the firm’s relationships with key capital sources. Simon has engineered the firm’s collaborative culture which functions as a magnet for financial talent. He has directed its evolution as an industry thought-leader with over 30 professionals on the team.
Simon received a B.S. in Finance from Pennsylvania State University, and an M.S. in Real Estate Finance from New York University. In May 2002, New York University awarded Simon its second ever distinguished Real Estate Alumni Recognition Award. He has also been recognized on multiple occasions by the Real Estate Board of New York, including as the first recipient of its Most Promising Commercial Salesperson of the Year Award” and six times as the recipient of its “Most Ingenious Deal of the Year award. Simon has also been active in leadership of many not-for-profit organizations.
In January 2012, Simon received the prestigious Louis Smadbeck Broker Recognition Award from the Real Estate Board of New York in recognition of his positive influence on the real estate brokerage industry over the past 17 years.
Chez Eider is an Investment Sales Associate in the Saddle Brook, New Jersey Marcus & Millichap office.
Chez specializes in the sales and advisory of New Jersey multifamily investment properties and development sites.
With over 20 years of experience in construction, real estate development and syndication, Chez offers a unique perspective in the advisory role, maximizing value of properties.
Chez is the founding partner of a national commercial construction and real estate development firm. Prior to joining Marcus & Millichap, his focus was on ground-up commercial and residential development, as well as value-add investments through ground-up development, renovation and repositioning in the multifamily, industrial, mixed-use, retail, office and healthcare sectors. Including a diverse portfolio of more than 350 buildings and homes, on more than 100 projects/developments, located throughout the East Coast and Midwest. Additionally, Chez handled all aspects of real estate investments for the firm.
Prior to founding the company, Chez was a Senior Project and Construction Manager for Somerset Development of New Jersey, starting his career at an investment banking and retail brokerage firm, in the advisory role, working closely with private clients.
Eric Roth is an Associate Director in the Middle Market Investment Sales group of Cushman & Wakefield, where he works alongside Robert Shapiro, Executive Managing Director. Since joining fulltime in 2015, Eric has been involved in the sale of over 70 properties for an aggregate value of over $700 million.
Earlier, Eric spent time as an Intern at Massey Knakal, which was acquired by Cushman & Wakefield on December 31, 2014. He developed opinion of value presentations, recorded real estate activity, and monitored territory activity to gain expertise in market trends. Prior, he was a Senior Intern at Argo Real Estate in New York, New York, working with the Accounting, Property Management, and Brokerage Departments.
Eric earned his Bachelor of Science degree in Management with minors in Economics and International Business from the University of Delaware.
Ilya, is an off-market specialist in the sales and acquisition of all commercial property types in New York City with a special emphasis on high street retail and new developments.
Mr. Gamer has been responsible for setting per square foot sales records in multiple retail corridors, such as East New York, $1,020 per foot for 441 Rockaway Avenue, Bay Ridge $3,020 per foot for 426 86thStreet and Bensonhurst $1,560 a foot for 2007 86th Street.
Prior to joining Schuckman, Mr. Gamer was a director of investment sales at Eastern Consolidated and before that worked at Crown Acquisitions as a canvasser where he was responsible for sourcing high street retail acquisition opportunities between the range of $20 to $60 million.
Mr. Gamer holds a Master’s Degree in Real Estate Development and Urbanism (MRED+U) from the University of Miami School of Architecture and a Bachelor’s Degree with a focus on Political Science and Sociology from Hunter College. He is fluent in Russian as well as English.
Ilya is also a member of the ALS Association and actively contributes to groups dedicated to fighting Lou Gehrig’s disease.
Joseph Kassin is a Vice President at KSR, where he focuses on New York Investment Sales. He joined KSR after working at Gindi Capital, where he was an Acquisitions Associate responsible for sourcing and underwriting potential retail acquisitions in both the national and New York markets. Previously, Joseph worked as an Acquisitions Analyst at Ashkenazy Acquisitions. Joseph’s experience on the principal side has afforded him deep insights into the decision making process of real estate investors. With a better understanding of each client’s specific needs and interests, Joseph is able to tailor a unique approach to each transaction. His experience on the acquisitions side has sharpened his analytical skills, allowing him to back up his advisory with concrete, quantitative metrics. In addition, Joseph’s involvement in asset management has given him a keen understanding of the day-to-day responsibilities towards a property post-acquisition. Joseph holds a BA in Economics and Business Studies from New York University, and he is a licensed real estate salesperson in New York.
Ohad Babo joined Epic Commercial Realty in December 2018 as a sales manager. He specializes in mixed-use, residential, and retail properties in Upper Manhattan and Brooklyn. Previously to Epic he had worked for GFI Realty Services, LLC. Already in his career he has transacted numerous high profile deals including the sale of 3750 Broadway, a corner mixed-use building located in Upper Manhattan, which set a record for price per square foot at the time of the transaction. Additionally, Mr. Babo represented both sides in the sale and the financing of 35 Journal Square, a landmark office building in Jersey City, NJ and both sides in the sales of The Griffith Piano Building, downtown Newark.
His past experience as a staff sergeant in the Israeli Defense Forces and as a professional basketball player has helped shape his strong work ethic and given him the ability to adjust to different clients and the changing market. Mr. Babo is committed to providing customized solutions to each of his clients. Each deal demonstrates his acute understanding the current marketplace conditions and his ability to expertly negotiate deals.
He graduated from Yeshiva University in 2012 with a BA in International Business and Management. He was born in Tel Aviv, Israel and currently resides in the Upper East Side.
Harlem Eight Building Package New York, NY $37,000,000
35 Journal Square Jersey City, NJ $31,000,000
3750 Broadway New York, NY $16,000,000
750 10th Ave. New York, NY $9,450,000
605-607 Broad St. Newark, NJ - $6,400,000
241 East 24th st - $4,100,000
18 West 125th st. - $3,100,000
Yehuda has been working at the Lightstone Group for the last 5 years, sourcing and underwriting new deals.
After spending 3 years in NYC Air Rights and Assemblages, he has since moved on to national multifamily investments.
He has spent years working the Southeast region, including Florida, Georgia and Alabama, underwriting over a billion dollars in potential Acquisitions.
YJP is an exclusive community dedicated to connecting young professionals; active real estate developers, owners, investors and deal-makers with the leaders and entrepreneurs of tomorrow. Our signature roundtable format was specifically designed to foster organic discussions about the future of real estate investing, develop new long-term professional relationships, and allow our members to explore potential partnerships and professional opportunities. Join us for gourmet bites, signature cocktails, and strategic networking as we convene the New York's top movers and shakers. Breakout sessions will be comprised of unique case studies, analysis of present/future markets, and speakers' tried-and-true tips on how to operate a successful real estate investment firm.
6:00 - 7:00 Cocktail Reception
7:00 - 8:00 Panel & Dinner
8:15 - 9:00 Dessert Buffet
Questions about this event? Please email firstname.lastname@example.org
This event starts on Monday January 7th at 6:00 PM.