The 5th Annual Gathering of Family Office Investors, Property Owners, & Real

Estate Developers

The Family Office Real Estate Summit

Miami | May 15, 2018

THE FAMILY OFFICE REAL ESTATE SUMMITMIAMI | MAY 15, 2018

The Real Estate Summit | May 15, 2018 | The Rusty Pelican |3201 Rickenbacker Causeway, Key Biscayne, FL

Dear Colleague,Our focus for this year's events is to promote a collaborative, relationship-building environment where family offices and institutional investors can share insights and resources, partner together on deals, and improve their operations with the help of their peers. Once again, we are hosting our bi-annual Family Office Real Estate Summit in Miami. The Real Estate Summit is your chance to network with 25+ family office speakers (and many more in attendance) and 300+ attendees.

WHO WILL BE SPEAKING:You will hear from more than 25 family offices through a mix of standalone presentations and intriguing panel discussions. If you have been to one of our conferences, you know that we are dedicated to featuring top institutional investors and family offices presenting on the most pressing topics, from allocation strategies to risk management and best practices for guarding wealth.

WHO WILL BE ATTENDING:Our conferences attract institutional investors, family office executives, private equity dealmakers, investment fund managers, high-net-worth individuals, and a variety of family office industry participants. As always, family office executives are welcome to attend and take advantage of the free admission policy. Qualified family offices can sign up to attend for free here: http://FamilyOffices.com/FO

BENEFITS OF ATTENDING:The Real Estate Summit is your annual opportunity to meet family offices, network with peers in the family office industry, gain valuable insights on the market, and build real relationships that move the needle in your business.

WHY REGISTER TODAY?This event sells out every year and seating is limited so register today to guarantee your spot. You can register online at http://FamilyOffices.com/Real or by giving us a call (305) 503-9077.

I look forward to seeing you at the Family Office Real Estate Summit,

Richard C. Wilson Founder & CEO Wilson Conferences|The Family Office Club (305) 503-9077328 Crandon Blvd. Ste. #223Key Biscayne, Florida 33149

• Build Your Real Estate Investor Network: Quickly add another dozen family offices andinstitutional investors to your relationship network, learn how they like to partner with otherinvestors and investment managers, and become more effective in quickly navigating the realestate allocator industry.

• Meet New Deal Partners: With an emphasis on networking, this conference is gearedtoward fostering new connections, building relationships, and ultimately getting deals done.

• Deepen Your Expertise: Learn directly from top real estate investors on how they allocatecapital, measure returns, mitigate risks, and exit their investments.

THE FAMILY OFFICE REAL ESTATE SUMMITMIAMI | MAY 15, 2018

SPEAKERS

The Real Estate Summit | May 15, 2018 | The Rusty Pelican |3201 Rickenbacker Causeway, Key Biscayne, FL

Richard C. WilsonThe Family Office Club

Jake ThomasCTI Partner

Oded MalkySHM Controls

Michael FelmanMSF Capital Advisors

Dan FarrellPrivos Capital

William Powers The Strand Partners

Peter Zuckerman PMZ Real Estate Holdings

Irwin BorisHeritage Capital Group

Tim HoweOcean Partners Limited

Steven CohenStandard Management

Company

Yoel MayerfeldThe Kline Family Office

Greg Kavanagh Structured Marshalled

Investments

Beatriz BeltranenaAmzak

Allen MorrisThe Allen Morris Company

Mitch GarrettTrump Hotels

Fred BranovanFFC Capital

THE FAMILY OFFICE REAL ESTATE SUMMITMIAMI | MAY 15, 2018

SPEAKERS

Ira Perlmuter T5 Equity Partners

Fadi Ephtimios Group RMC

Jared Oakes Benesch

Carlos ImeryIP Family Office

Kamil Homsi GRC Investment Group

Sally FanAstraea

Brian DeLuciaArrivato, LLC

Roger YatesYates Group USA

Thomas M. HobanKitson & Partners

George ValloneThe Hoboken

Brownstone Company

John McCorveyStone Gate Global

Victor SimonSimon Group Holding

Steve Schmidt David Babinski Andres Ospina Peter HabibAlternative Investment Simon Group Holding The Family Office Club MPI Family Office

ResourceThe Real Estate Summit | May 15, 2018 | The Rusty Pelican |3201 Rickenbacker Causeway, Key Biscayne, FL

8:00

9:00

Check-In, Catered Breakfast & Opening Networking

9:15

9:45

10:30

9:30

11:15

12:00

The Real Estate Summit | May 15, 2018 | The Rusty Pelican |3201 Rickenbacker Causeway, Key Biscayne, FL

THE FAMILY OFFICE REAL ESTATE SUMMITMIAMI | MAY 15, 2018

AGENDA

Opening RemarksRichard Wilson, The Family Office Club

Emerging Real Estate Markets

Panel Discussion - Real Estate Cycle Plays: Hear how 5 Portfolios are Adjusting for Where the Cycle Is TodayPanelists: Sally Fan (Astraea); William Powers (The Strand Partners); Brian DeLucia (Arrivato LLC)

Panel Discussion - Original Deal Flow Origination - New Ways of Sourcing Deal Flow Beyond the Typical Referrals and BrokersPanelists: Michael Felman (MSF Capital Advisors); Irwin Boris (Heritage Capital Group); Greg Kavanagh (Structured Marshalled Investment); Mitch Garrett (Trump Hotels); Fadi Ephtimios (Group RMC)

Panel Discussion - Single Family Office Focus - What Do Single Family Offices WantPanel Moderator: Steve Schmidt (Alternative Investment Resource) Panelists: Fred Branovan (FFC Capital); Kamil Homsi (GRC Investment Group); John McCorvey (Stone Gate Global); Peter Habib (MPI Family Office); Victor Simon (Simon Group Holdings)

HVAC Efficiency in Commercial/Multi-Res Properties: Practical Solutions to Improve Your Bottom LineOded Malky (SHM Controls)

Learn about Proven Real Estate Tax StrategiesDavid Babinski (True North Resources)

THE FAMILY OFFICE REAL ESTATE SUMMITMIAMI | MAY 15, 2018

AGENDA

2:15

3:00

12:15

1:15

1:30

3:45

4:00

The Real Estate Summit | May 15, 2018 | The Rusty Pelican |3201 Rickenbacker Causeway, Key Biscayne, FL

Catered Lunch & Opening Networking

Cocktail Reception Brought To You By:

Strategic Planning; What You Are NotJake Thomas (CTI Partner)

Panel Discussion - Crocodile Tank: Deal Negotiation Case Studies - Terms, Valuation & Structural Deal WinsPanel Moderator: Jared Oakes (Benesch)Panelists: Steven Cohen (Standard Management Company); Thomas M. Hoban (Kitson & Partners); Ira Perlmuter (T5 Equity Partners); Dan Farrell (Privos Capital)

Panel Discussion - Fee Waterfalls Falling? Are you Over-Paying or Under-Charging in Deals?Panelists: Beatriz Beltranena (Amzak); Tim Howe (Ocean Partners Limited), Yoel Mayerfeld (Kline Family Office); George Vallone (The Hoboken

Brownstone Company)

Panel Discussion - NOI Boosting Strategies - From Office Parks to Apartment Buildings Hear How Investors Are Boosting ProfitsPanelists: Allen Morris (The Allen Morris Company); Carlos Imery (IP Family Office); Peter Zuckerman (PMZ Real Estate Holdings); Roger Yates (Yates Group USA)

Closing RemarksRichard Wilson (The Family Office Club)

THE FAMILY OFFICE REAL ESTATE SUMMITMIAMI | MAY 15, 2018

PARTNERS

MEDIA PARTNERS