EVENT DESCRIPTION

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 Southeastern United States and South America. Over 300 of the leading Andean and Southeast 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 South America and US in the years to come.


BY THE NUMBERS


SPONSORS


Media Partners


Keynote Speaker

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Steve Apostolopoulos
Triple Group of Companies +

Managing Partner, Triple Group of Companies (TGC)

Steve Apostolopoulos is the Managing Partner of Triple Group of Companies (TGC), a Toronto-based full service real estate firm specializing in the purchase, leasing, development and management of commercial space. He is also the Co-Founder and Chief Development Officer of Triple Properties, a privately-owned enterprise engaged in real estate investment, development, asset management and leasing. Mr. Steve Apostolopoulos is the founder of Six Ventures Inc., a private equity venture fund. An entrepreneur by nature, Mr. Apostolopoulos contributes to a wide variety of philanthropic organizations with his family.


Speakers

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JULIO GONZALEZ
GONZALEZ FAMILY OFFICE +

Founder, Gonzalez Family Office (West Palm Beach)

Mr. Gonzalez founded the Gonzalez Family Office and is the CEO and Founder of Engineered Tax Services, Inc. (ETS). ETS is the country’s largest specialty tax engineering firm which specializes in the preservation of wealth and United States’ job creation through IRS engineering-based services to include research and development manufacturing tax credits, energy tax incentives studies, cost segregation deprecation studies for buildings, and disposition studies. Mr. Gonzalez started ETS in 2001 to bring specialized engineering tax studies to mainstream America, which have historically only been available to the Fortune 500 companies through the Big 4 National Accounting Firms. ETS has 16 offices nationally – one being in Texas - and is headquartered in West Palm Beach, Florida. In addition to ETS, Mr. Gonzalez started several other family operational companies including his family office, Gonzalez Family Office (GFO), Calle Gato Ocho (CGO), Engineered Venture Services (EVS) and Engineered Family Office (EFO). Gonzalez Family Office manages the Gonzalez family capital by investing primarily in real estate, private equity and venture capital. CGO owns and operates direct real estate investments in multi-family housing and office/mixed use real estate for the Gonzalez family. EVS was started to provide high-level due diligence in venture capital investing at affordable costs through the application of Prado principles. EFO provides a multi-family office environment for high end athletes and top entrepreneurs.

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Christian Ruiz
Pactia +

Managing Director, Pactia (Medellin)

Christian is Managing Director of Pactia, a Colombian real estate private equity fund today with $1 billion of assets under management in Colombia, Panama and USA. In this role, Christian works with the managing principals on all aspects of new investments, refinancing, asset dispositions and strategy. Prior to joining Pactia, Christian was financial coordinator of Ospinas, a Colombian real estate company investing in retail and hotels. Christian received a bachelor degree in civil engineering and also holds a master’s degree in finance, and a specialization in economics from Universidad de los Andes.

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Stephan De Sabrit
Leste Capital Management +

Managing Partner, Leste Capital Management (Miami)

As Head of US Real Estate and Structured Credit at Leste. Mr. de Sabrit initiated his career at Banco Paulista working in sales and trading. He then joined Unibanco´s proprietary trading desk, trading Brazilian Sovereign and Corporate credit bonds. In the year 2000, Mr. de Sabrit was one of the founding partners of Bulltick Capital Markets as head of the Brazil operations, and played an important role in building a USD 980MM asset backed securities fund. In 2007 he became the managing director of Planner Investment Banking in São Paulo, Brazil, where he coordinated the issuances of over R$ 2 Billion of local debt. In 2009 Mr. de Sabrit joined Polo Capital, a Brazilian based Asset Manager, where he became the partner responsible for the asset backed securities funds, managing a portfolio of R$ 1.3 billion. Mr. de Sabrit holds a BBA from FAAP.

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Benjamin Vargas
Boston Investment Management +

President, Wealth Advisor, Boston Investment Management (Miami)

Benjamin began his professional career in Boston, his last position being at Investors Bank and Trust Boston. Thereafter he moved to Miami to work for John Hancock Financial Services as a Financial Advisor. Later he moved to Wells Fargo Advisors where he became an International Financial Advisor. In 2017 he founded Boston Investment Management. Benjamin was born in Mexico City where he lived up until the year 2000. He emigrated to Boston where he studied both his Bachelors and Masters degrees. Benjamin graduated with both a Bachelor of Science in Economics and Finance from Northeastern University. He later graduated from Brandeis University’s International Business School with a Masters in Business Administration. Benjamin works directly with UHNW families from countries such as Mexico, Venezuela and Argentina. Benjamin holds the Series 6, 7, and 66 licenses.

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Raul Ramirez
Lloyd Jones Capital +

Chief Financial Officer, Lloyd Jones Capital (Miami)

Raul Ramirez comes to Lloyd Jones Capital well prepared for his position as Chief Financial Officer. He holds an MBA in real estate from the Wharton School, a master’s degree in professional accounting and financial reporting from University of Texas at Austin, and an undergraduate degree in finance from the University of Miami. He graduated with honors at every level. Raul began his career in the tax department of PricewaterhouseCoopers. He then applied his accounting/finance skills to real estate development, working first with Toll Brothers and then with WCI Communities. He later moved to New York with Morgan Stanley Smith Barney/Citigroup in its alternative investment group. Most recently, Raul served as vice president for an institutional real estate investment and ownership firm where he worked on projects exceeding $1 billion. As CFO for Lloyd Jones Capital, Raul is responsible for all financial reporting, underwriting oversight, and securing/closing all debt and equity. He sits on the company’s investment committee and is a member of the executive team.

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Phillip T. Fitzgerald
7 Bridges Capital Partners +

Chief Executive Officer, 7 Bridges Capital Partners (Los Angeles)

Mr. Fitzgerald established 7 Bridges Capital Partners after his departure from Jamestown Latin America, which he founded in February 2013. Prior to his position as the CEO of Jamestown Latin America, Mr. Fitzgerald was a partner with Paladin Realty Partners, where he served as managing director of emerging markets. In that role, Mr. Fitzgerald successfully led and managed investments centered on an extensive portfolio of more than 120 real estate assets located in seven Latin American countries. Prior to joining Paladin, Mr. Fitzgerald was a founding partner of boutique investment banking firm Griffin Partners, an associate in the real estate finance group of Jefferies & Company, Inc., and an analyst in the real estate finance group at Salomon Brothers. Mr. Fitzgerald also served in the United States Navy between 1982 and 1990, prior to graduating summa cum laude from Southern Methodist University, where he was valedictorian of his class.

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Cynthia Aasen
Investment Revenue Realty +

Co-Founder, Investment Revenue Realty (Vancouver)

For the past 25 years, Investment Revenue Realty co-founder and managing broker, Cynthia Aasen has specialized in helping individuals and businesses to develop real estate investment plans that match their goals and needs. Cynthia has a Bachelor of Commerce degree with a major in economics from the University of Calgary. She has helped more than 600 clients place over $200M in equity in real estate projects in Canada and the United States. Since investing in her first real estate property, Cynthia has developed a true passion and acumen for the real estate industry and the powerful wealth building tool it is. Cynthia has dedicated her professional career to helping investors acquire and grow a high-performance diversified portfolio in real estate.

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Daniel J. Healy
Civitas Capital +

CEO, Civitas Capital (Dallas)

Mr. Healy is founder and CEO of Civitas Capital Group, an investment management firm based in Dallas, Texas. Under his leadership since 2008, the firm has been recognized as one of the fastest growing companies in Dallas with assets under management of over $1.3 billion, invested primarily in real estate, lodging and related asset classes. Mr. Healy continues to be responsible for all facets of the firm’s strategic growth, bringing talent, expertise and a relentless focus on the customer to the its two operating divisions, Alternative Investments and EB-5 Capital. The growing Alternative Investments group focuses on managing global capital for insurance companies, pension funds, family offices and other clients, while the EB-5 Capital division has become an industry leader, frequently cited for its innovative public-private partnership with the City of Dallas Office of Economic Development. Today Civitas EB-5 Capital has an unparalleled reputation for quality and analytical rigor, and serves more than 1,200 individual investors from over 30 countries.

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Luis Vicente d’Amato
Aston Capital +

Founding Partner, Aston Capital (Miami)

Mr. d’Amato has an extensive background in the Brazilian financial market. From 1991 until 2012 he worked in Hedging-Griffo and Credit Suisse Hedging-Griffo, being a partner since 1994. He spent 14 years as a trader at the Equities Desk, 2.5 years as a Equities Trader for the Asset Management Business and 3.5 years as Head of Investor Relations and Capital Raising for the Asset Management Business. After leaving Credit Suisse Hedging-Griffo in 2012, Mr. d’Amato became the portfolio manager of Granfondo Fundo de Investimento, a Brazilian fund of hedge funds which invested in all asset classes in Brazil, including equities, fixed income, credit, distressed credit, private equity, venture capital, special purpose companies and hedge funds. In 2014 Mr. d’Amato moved to the US where he founded Aston Capital Management in 2015 along with Mr. Eduardo Brenner. Mr. d’Amato has a Bachelor’s degree in Business Administration with a focus in General Management from the Sao Paulo School of Business Administration, a Masters in Business and Economics from the Sao Paulo Institute of Applied Economic Research and a Master of Business Administration (M.B.A.) from Northwestern University – Kellogg School of Management. Mr. d’Amato is a Chartered Financial Analyst (CFA) charterholder. Mr. d’Amato is a Founding Partner of Aston Capital Management, Portfolio Manager of Aston Fund and responsible for Aston Capital’s Financial Advisory Services.

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Jeronimo Hirschfeld
One Real Estate Investment +

CEO, One Real Estate Investment (Miami)

Jeronimo Hirschfeld is the Founder, Chairman and CEO of One Real Estate Investment, with seats on the Boards of a number of highly successful Miami, Florida-based real estate-oriented companies. Mr. Hirschfeld's real estate portfolio includes ownership of over 5,500 multi-family units located in Texas and Florida. The portfolio also includes multiple commercial buildings and a master-planned 7-acre subdivision in North Florida. He has received numerous honors for his business acumen, including recognition by Haute Living magazine as “the Miami businessman and developer who can turn an empty space into an opportunity”. Most recently he was recognized by the prestigious Daily Business Review publication as 2016’s “Best Commercial Real Estate Developer of The Year” and “Best Multi-Family Developer of the Year”. DBR also recognized Mr. Hirschfield as 2014’s “Best Real Estate Developer of The Year”. A graduate of the University of Miami, with a BA in Business & Finance, Mr. Hirschfeld has for the past sixteen years been involved in virtually every sector of his chosen industry. Mr. Hirschfeld attended an exclusive Executive Real Estate Seminar at Harvard University’s School of Business.

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Thomas Verbeken
Inversiones Marchigue +

Head of Real Estate Investments, Inversiones Marchigue (Santiago)

Thomas is Head of Real Estate at Inversiones Marchigue, a chilean family office with important focus on real estate investments. In this position, Thomas is responsible for the co-investment, analysis and profitability valuation for all new real estate asset classes such as the development of residential and commercial real estate with local developers, direct real estate equity investment for rent and RE Investments funds, amongst others. Previously, Thomas has worked in MetLife Insurance Company on the Real Estate Investment production team and as Head of Real Estate Risk for more than 8 years, and also worked in development area of the regional shopping mall developer Parque Arauco. Thomas has Business Administration in Universidad Católica de Chile and has a Master in International Business Finance in Bournemouth University, UK. Thomas is also teacher on ESE Business School on its different Real Estate programs.

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Thomas Livelli
Greystar +

Managing Director, Greystar (Santiago)

Tom Livelli is Managing Director for Greystar in Chile, where he oversees all real estate investment and development activities and is responsible for spearheading the company’s growth in the Andean region. Tom has been active in the multifamily industry since 2006 and has experience sourcing, structuring, planning, entitling, and managing real estate projects in the United States and Latin America. Prior to joining Greystar, Tom was a senior vice president with Boston Andes Capital, a private equity real estate firm with offices in Boston, Bogotá, and Buenos Aires. Tom was also a Director of Clark Realty Capital, where he led the development of mixed-use and residential communities in California and Central America. Tom earned an MBA from Stanford and a bachelor’s degree from Harvard.

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Eric Newman
Greystone Consulting +

Senior Institutional Consultant, Greystone Consulting (Miami)

Eric Newman began his career with Lehman Brothers New York in Private Client Services, where he managed and advised high net worth portfolios for Latin American clients. In 1994, he transferred to Miami, where he and Hugo Mantilla founded a pan regional group to expand the range of products and services to their existing clients. Together, they brought the group to Morgan Stanley’s Private Wealth Management division in 2006. At Synergy Group, Mr. Newman core responsibilities include guiding and advising family offices and institutional clients. His primary focus is on alternative assets and asset management. Mr. Newman has developed a particular expertise in Private Equity, traveling with senior portfolio managers to the Latin American region.


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South America Southeast US Real Estate Meeting
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