This exclusive institutional gathering brings together the most important real estate investment vehicles, institutional allocators and private wealth investors that are actively investing and developing across the United States and Latin America. Over 250 of the leading US and Latin American based private equity real estate funds, institutional investors and other real estate professionals will come together to network and discuss investment opportunities, allocations, and the performance of all real estate related asset classes across these regions. It is our intention that this meeting will serve as a catalyst in generating increased cross border institutional real estate transactions between Latin America and the US in the years to come.
BY THE NUMBERS
Drake Real Estate Partners +
Co-Founder & Managing Partner, Drake Real Estate Partners (New York)
David is responsible for the development and implementation of the platform and its investment activities, including sourcing opportunities, structuring and negotiating agreements with partners, and leading the underwriting, due diligence, and asset management processes. David is based in New York, NY. Previously, David was a Principal in the Real Estate Group of MSD Capital (Michael Dell’s investment firm), which has invested over $1 billion in real property across a variety of asset classes. David managed all aspects of the acquisition and asset management processes, including sourcing new deals, leading the underwriting and due diligence, managing development teams, and formulating asset-specific business plans. David graduated cum laude with a BS in Economics from the Wharton School of the University of Pennsylvania and holds an MBA from Harvard Business School.
Investar Financial +
CEO & Managing Partner, Investar Financial (Irving)
Christian is Managing Partner at Investar Financial since 2005. Christian leads Investar's US Real Estate portfolio and lower middle market private equity investments. Christian is a member of the Investment Committee and Board member of most of Investar's portfolio companies. During his tenure, Investar Financial has invested in different real estate asset classes such as multifamily, industrial, commercial, and retail, among others, and in several direct and fund investments in sectors such as food and beverage, energy, logistics, transportation, consumer, retail, and telecommunications. Christian has experience in investment banking, management consulting, public policy and venture capital. Prior to joining Investar, Christian was Director for the Mexican Department of Energy. He also worked at the investment bank Protego-Evercore, British venture capital, WorldCap, and management consulting firm Mckinsey & Co. Christian holds an MBA from Haas School of Business at UC Berkeley and graduated from ITAM University in Mexico with a BA in Economics specialized in Finance.
Virgin Hotels +
Chief Development Officer, Virgin Hotels (New York)
Allie is responsible for implementing Virgin Hotels’ global growth strategy. Allie’s primary responsibilities include sourcing and acquiring properties in key gateway cities, and structuring transactions that work for Virgin Hotels and our Owner/Developer partners. Prior to joining Virgin, Allie worked on acquisitions, dispositions and asset management at Sunstone Hotel Investors where she was instrumental in the acquisition and disposition of over $1 billion of hotel transactions. Allie was previously a partner at HMR Analytics, a hospitality asset management firm based in California, and a consultant with PKF Consulting, one of the top advisory services firms in the hospitality industry. Other experiences include hotel operations with Interstate Hotels and Resorts and spa development at Starwood Hotels & Resorts. Allie is a graduate of Cornell's School of Hotel Administration where she received the Dean’s Baccalaureate Service Award, is a guest lecturer at Cornell Hotel School Pillsbury Institute for Hospitality Entrepreneurship and Dean’s Distinguished Lecture Series, Columbia University and NYU. Allie is a member of ULI Hotel Development Council, Co-Chair of CYA, and was named Southern California Real Estate “Woman of Influence.”
Humphreys Capital +
Managing Director, Investor Relations, Humphreys Capital (Oklahoma City)
Ben Stewart is a Partner and Managing Director of Investor Relations for Humphreys Capital where he is primarily responsible for communicating fund strategy and performance and representing the firm’s investors in the investment process. In his prior roles, Ben directed the investment processes for two foundations. He formed the first investment team and constructed and established the investment process that turned The University of Oklahoma Foundation’s $1.5 billion portfolio into a top-decile ranked endowment. His responsibilities included managing the investment team to recommend asset allocation, perform due diligence, select managers, and monitor the Foundation’s portfolio which included dozens of private limited partnerships.
Civitas Capital Group +
Co-Founder, Civitas Capital Group (Dallas)
Rafael Anchia is a co-founder of Civitas Capital Group and maintains responsibility for new market development, public policy and public-private partnerships. For over twenty years, Mr. Anchia has worked as a corporate attorney with top U.S.-based international law firms, and serves as a State Representative in the Texas Legislature, where he is Chairman of the International Trade and Intergovernmental Relations Committee. He was also elected by his peers to Chair the Mexican American Legislative Caucus (MALC), the oldest and largest Latino caucus in the United States. From 2011 to 2015, Mr. Anchia served as an appointee of President Barack H. Obama to the Advisory Committee for Trade Policy and Negotiations, which advises the United States Trade Representative on issues related to international investment and trade.
Cobra Development +
Co-Founder & Member of the Board, Cobra Development (Mexico City)
Angel Bernal is a finance and real estate professional with more than 15 years of experience in private and public real estate companies. He is the co-founder of Cobra Development, a real estate development fund focused on the development of commercial and residential real estate projects in Mexico. Prior to Cobra, Mr. Bernal was the Chief Financial Officer of Terrafina, a leading Mexican industrial real estate trust (FIBRA). Prior to Terrafina, Mr. Bernal held various roles at LaSalle Investment Management, GE Real Estate and McKinsey & Company. He received his bachelors in Mechanical Electric Engineering at Tecnologico de Monterrey and completed his MBA in finance at Harvard Business School.
Castle Lanterra Properties +
Founder & CEO, Castle Lanterra Properties (New York)
Elie Rieder is the Founder and Chief Executive Officer of Castle Lanterra Properties. An active real estate investor, owner and manager since 1998, Mr. Rieder has been directly involved in acquiring in excess of 15,000 multifamily units and has invested across the real estate spectrum including in residential, office, hospitality, retail and parking. Mr. Rieder specializes in value-add acquisitions, where property performance can be enhanced through multiple operational and capital improvements. His investments have shown a strong history of success in improving both the quality of life for the tenants and the cash flow to the owner through upgrades to unit quality, community amenities, and property aesthetics. He has also successfully employed strategies to turn around underperforming properties, including overhauling management, reconfiguring under-utilized space, reducing operational costs, enhancing property security, and repositioning assets within their markets. In addition to his activities with the Castle Lanterra companies, Mr. Rieder is an equity partner in a substantial number of units owned and managed by Fieldstone Properties, an active New Jersey investor, owner, and operator of multifamily communities in the eastern U.S. He is also the manager of several insurance funds with over $400 million of assets under management, and has invested in multiple high-yielding real estate investments through this vehicle.
Greenberg Traurig +
Shareholder, Greenberg Traurig (Dallas)
Manuel Rajunov focuses his practice on tax consulting and transactional advice to foreign investors doing business in Mexico, as well as advising Mexican investors on their investments overseas. Based on his 20 years of experience, Manuel’s practice has special emphasis on real estate, corporate and securities, as well as mergers and acquisitions. Manuel is a frequent speaker at conferences and contributor to publications on topics relevant to his areas of expertise. Manuel received his B.A. in Business Administration from Instituto Mexico and his J.D. from Universidad Iberoamericana, Mexico.
Gamma Real Estate +
Chief Investment Officer, Gamma Real Estate (New York)
Richard Kulick leads the acquisition and management of Gamma’s multifamily real estate investments. He has acquired over $1 billion of multifamily properties over the past five years and is a nationally recognized investor. Prior to joining Gamma, Mr. Kulick led multifamily acquisitions and asset management on behalf of a New York and Miami based diversified real estate company. Earlier in his career, Mr. Kulick worked in UBS Investment Bank’s Real Estate, Leisure, and Lodging Group. Mr. Kulick is a lawyer by training and prior to UBS, practiced law for over four years in New York at Sidley Austin’s Corporate Transactions group where he structured and executed asset, stock, merger, and reorganization transactions, in both friendly and hostile contexts. Mr. Kulick received his Bachelor of Arts from Colgate University, his Master in Business Administration from the Graduate School of Business at Columbia University, and his Juris Doctorate from the George Washington University School of Law.
Orix USA +
Managing Director, Head of Orix Latin America, Orix USA (Dallas)
Jorge Jaramillo is a Managing Director and Head of ORIX’s Latin America division. In this role, he is responsible for sourcing, evaluating, executing and managing strategic investments in Latin America, including Brazil, Chile, Colombia, Mexico and Peru. He has lead ORIX’s Latin America business since 2011 with overall responsibility for RB Capital, leading the integration effort with the newly acquired company. An 18-year veteran of the finance industry, Mr. Jaramillo rejoined ORIX in 2008 and has held a variety of responsibilities within the company, including recapitalizations, DIPs, exit and rescue financings for middle-market companies based in the U.S. and Canada with ORIX’s Leveraged Finance Group. Prior to joining ORIX, Mr. Jaramillo was with Highland Capital Management’s Merchant Banking and Distressed Investment Group, where he was responsible for restructuring, underwriting and managing special situations credit, private equity and public equity investments. Prior to that role, he held roles with ORIX Leveraged Finance in Dallas and Wells Fargo’s Capital Markets Group in San Francisco.
Capital Innovations +
Co-Founder & Chief Investment Officer, Capital Innovations (Wisconsin)
Michael is the author of the acclaimed Handbook of Infrastructure Investing, has published hundreds of papers on investing and finance. Recognized for his expertise as a polymath, he is frequently asked to speak on topics such as investment policy, portfolio management, and the risk characteristics of Real Asset investing. He is a regular contributor to Bloomberg Media, the CFA Institute, EDHEC Risk Institute, guest speaker at Wharton and leading think tanks like the Inter-American Dialogue. Michael is Chairman Emeritus of the UNPRI Infrastructure Work stream and one of the world's most provocative, respected financial analysts. Investors have used Michael’s award-winning real estate, natural resources and infrastructure investment strategies worldwide. Michael graduated from Pennsylvania State University with a Bachelor of Science degree in quantitative Economics. He has completed post-graduate coursework from Pepperdine University centered on Fiduciary Studies, Universidad del Salvador (Argentina) in Latin American Economics and Stanford Law School where he focused on corporate governance.
WE Family Offices +
Founder & Managing Partner, WE Family Offices (Miami)
Current Managing Partner and founder of WE Family Offices. In 2000 TBK Mr. Ulloa founded TBK Investments, Inc. (“TBK”), predecessor of WE, to counsel and advice high net worth families from around the world. In August of 2007, TBK joined forces with GenSpring Family Offices and became President of GenSpring Family Offices International that acquired in January 2013. Prior to TBK, Mr. Ulloa was with BBVA “Banco Bilbao Vizcaya” in charge of Private Banking for all of Latin America as well as product development. Previously, he represented Argentaria in Argentina and was member of the Directive Council of Banco Exterior of Argentina. Formerly, he was Assistant Manager of Banco Banif de Gestion Privada (BSCH Group) in Spain. Mr. Ulloa is a frequent guest speaker on CNN Espanol and he is a regular contributor to financial magazines such as Dinero, America Economia, Semana Economica, Poder, and other business publications. For two consecutive years, he was identified by Barron’s as one of the Top 20 best independent financial advisors in the United States.
Juan Fernando Valdivieso
Peninsula Alternative Real Estate +
Co-Founder/Managing Director, Peninsula Alternative Real Estate (Miami)
Mr. Valdivieso has been actively involved in real estate investing since 2004. Juan Fernando joined Peninsula in 2015 as Managing Director. At Peninsula, Juan Fernando is responsible for leading the firm’s efforts in the US and Latin America in student and senior housing, in partnership with leading specialized developers. Prior to Peninsula, Juan Fernando founded and led various private equity, consulting and real estate companies, including Abu Dhabi Equity Partners, focused on investments in agribusiness and real estate in emerging markets, Gulf Housing Solutions, focused on staff and workforce housing in the UAE, Dubai Equity Partners, a US-based real estate investment company and Park Street Advisors, a boutique strategy consulting and private equity firm. Prior to that, Juan Fernando was a junior partner with McKinsey & Co. where he worked for 7 years. He earned his MBA from the MIT Sloan School of Management and his BA degrees in Economics & Business and International Affairs from Lafayette College. Juan Fernando was awarded the Wall Street Journal Achievement Award in Economics, as one of the top Economics undergraduates in the United States.