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Recap of Real Estate, Direct Lending & Private Debt Forum 2020 – Part VIII

Julien Garran, Partner, The MacroStrategy Partnership

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Matt Kiggins, SVP, Regional Director, Millennium Trust Co

Book AppointmentJoseph DeMatteo, Sr, President, JDM Capital Hospitality Management Group

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Tony Barkan, Founder & CEO, Allagash Partners

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Mike Mangione, Director, Family Offices and Advisor Relations, GroupRMC

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Bharat H. Sangani, Co-Founder & Chairman, Encore Enterprises

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Carlos Sandino, Managing Director, Safe Harbor Equity

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Eduardo Alves, Director, Credit Risk Solutions, S&P Global Market Intelligence

Book AppointmentJordan Suppan, Managing Partner, Leste

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Mark Fitzpatrick, Managing Partner, Glide Capital LLC

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Rob Jafek, Founder and Principal, Boomerang Capital Partners

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Bill Bymel, Managing Director, Spurs Capital LLC & First Lien Capital LP

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Daniel Kattan, Managing Partner, Capital Markets, PIA Residential

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Jeffrey Marron, CEO & Managing Partner, Sheridan Asset Management, LLCBook Appointment

Nate Kline, CIO, OneWall PartnersBook Appointment

Jeremy Johnson, Online Growth Manager, FLAIA

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Real Estate, Direct Lending & Private Debt Forum 2020 – Part VIII Agenda

DAY-1: NOVEMBER 19, 2020

10:00 AM

The Great Reflation

Julien Garran, Partner, The MacroStrategy Partnership

11:00 AM

Current Trends and Market Conditions in Hospitality, Multi Family and Office

Real Estate

Matt Kiggins, SVP, Regional Director, Millennium Trust Co

Joseph DeMatteo, Sr, President, JDM Capital Hospitality Management Group

Tony Barkan, Founder & CEO, Allagash Partners

Mike Mangione, Director, Family Offices and Advisor Relations, GroupRMC

Bharat H. Sangani, Co-Founder & Chairman, Encore Enterprises

12:00 PM

Distressed Commercial Real Estate Debt Investing

Carlos Sandino, Managing Director, Safe Harbor Equity

12:30 PM

Opportunities in Private Credit, Private Debt and Direct Lending for 2021

Eduardo Alves, Director, Credit Risk Solutions, S&P Global Market Intelligence

Jordan Suppan, Managing Partner, Leste

Mark Fitzpatrick, Managing Partner, Glide Capital LLC

Rob Jafek, Founder and Principal, Boomerang Capital Partners

Bill Bymel, Managing Director, Spurs Capital LLC & First Lien Capital LP

1:30 PM

The Impact of Technology on Real Estate

Daniel Kattan, Managing Partner, Capital Markets, PIA Residential

02:00 PM

Assessing Specialty Finance and Distressed Debt Transactions

Jeffrey Marron, CEO & Managing Partner, Sheridan Asset Management, LLC

02:30 PM

Delivering Multi-Family Alpha® Through Opportunistic Execution

Nate Kline, CIO, OneWall Partners

03:00 PM

Asset Raising and Due Dilligence in a Pandemic

Jeremy Johnson, Online Growth Manager, FLAIA

03:30 PM

Closing Remarks

Rainford Knight, Founder and Managing Partner Florida Institute of Finance

November 19th from 10 am to 4 pm Eastern Standard Time

Robert Jafek is currently a Principal at Boomerang Capital Partners and has been involved in all phases of Boomerang’s development since its inception. He started his career as an investment banking. Analyst at Morgan Stanley and went on to hold various principal investing roles including Head of International Trading for Nicholas. Applegate Capital Management and Analyst and Portfolio Manager at Tiger Management. Eventually he has founded and managed two highly successful alternative investment firms: Plumeria Advisors and Torrey Pines Capital Management and now Boomerang Capital Partners. He received a BA in Finance from The University of Utah and a Masters in Innovation and Entrepreneurship from HEC Paris. He also teaches business and finance at the university level, with his current position being an adjunct professor at UC Berkeley Law.

ROB JAFEK, Principal, Boomerang Capital

Dr. Bharat Sangani co-founded, Encore Enterprises Inc., in 1999 as a vehicle for investors to share in the success of his real estate deals. In 1991, “Doc”, as he is known by both clients and co-workers, made his first investment in real estate, transforming a failing hotel in Hollywood, Florida. Doc quickly learned he has a natural instinct for investing and began growing his portfolio. Over the nearly 30 years that followed, Doc has established a successful real estate investment and development firm with a proven track record across multiple sectors throughout the United States. He is responsible for more than $2B in real estate transactions for Encore and oversees every aspect of the business.

DR. BHARAT SANGANI, Co-Founder & Chairman, Encore Enterprises

Joseph W. DeMatteo has been an industry expert in the field of hospitality and real estate investment. Joseph’s passion for the hospitality industry, as well as his unique experience adds a touch to the properties he works with. These abilities continue to enable him to identify hotel opportunities and to find value where others have looked passed it. To bring those visions to life he founded JDM Capital and has led the firm’s growth into a multidimensional, fully integrated real estate organization. His educational accomplishments include a B.S. in Finance from the State University of New York, a Degree in Building and Construction Management, Certificates in International Business and Finance & Hotel Operations all from New York University. He has also completed an Executive Management Program from Harvard Law School. As a member of the NYU faculty, he developed the core concentration and was the first Professor to teach Asset Management in the Master’s Program at the Real Estate Institute. Most recently, he developed internship programs and lectured at Northeastern University’s D’Amore- McKim School of Business.

JOSEPH DEMATTEO, SR, President, JDM Capital Hospitality Management Group

Michael is the Director of Family Offices and Advisor Relations at Group RMC. He is responsible for establishing, developing and maintaining business relationships with Family Offices and Investment Advisors. He is also responsible for marketing the business in Canada and in the US. Michael graduated with a Bachelor of Commerce with a concentration in accounting from Concordia University. He holds the CPA, CMA designation.

MICHAEL MANGIONE, Director, Family Offices and Advisor Relations, GroupRMC

Dr. Knight’s experience spans both academia and industry. His academic career started as an Assistant Professor of Finance at Fairleigh Dickinson University (FDU) in Madison, New Jersey and then was a mergers and acquisitions analyst in the financial services industry. In academia, Dr. Knight is a member of the finance faculty at Florida Atlantic University and was a member of the finance faculty at the University of Miami. His PhD is from FAU in the area of IPO pricing, distribution and market behavior. Dr. Knight sits on the board of the Florida Alternative Investment Association (FLAIA), the Business Development Board of Palm Beach County’s Financial Advisory Task Force, the Nat King Cole Generation Hope charity and the CFA Society of South Florida.

RAINFORD KNIGHT,  Founder and Managing Partner, Florida Institute of Finance

Mr. Marron is responsible for all investment related activities, day to day operations and fund marketing. He also leads the transaction origination functions of Sheridan Asset Management, LLC. During his 18 years, Mr Marron has built a robust contact base that has developed Sheridan Asset Management into a brand name recognized as a lender to the small to medium sized specialty finance company community. Prior to founding Sheridan, Mr. Marron was a Director at Wasserstein Perella’s Alternative Asset Management Group, where he was involved in their Emerging Markets ABS transaction efforts and fund marketing. Before Wasserstein Perella, he was a Vice-President at Nomura Securities International where he was responsible for originating, financing, and distributing $1 billion of specialty finance and real estate related assets. Previously, Mr. Marron was an assistant football coach at the United States Military Academy at West Point. Mr. Marron obtained a B.A. in Communications from Michigan State University in 1986 and also pursued graduate studies at the University.

JEFFERY MARRON,  CEO & Managing Partner, Sheridan Asset Management, LLC

Matt Kiggins is SVP and Regional Director with Millennium Trust Company, a $30B Qualified Custodian servicing the Alternative Investments space. He is responsible for driving growth within the Institutional Custody channel with a focus on providing Fund Custody, Safekeeping, Verification services to Registered Investment Advisors (RIAs), Fund Managers, and Institutions. Prior to his role at Millennium Trust Co he spent 10 years at Fidelity Investments in Boston and has close to 25 years of experience in the financial services space. He is a 1996 graduate of Fitchburg State University where he earned a Bachelor of Science degree in Economics and has previously held FINRA Series 7 & 63 licenses.

MATT KIGGINS,  CEO & SVP, Regional Director, Millennium Trust Co

After five years as a consultant with CRU, the commodities research unit, Julien joined ABN AMRO as their global commodities & mining strategist. He then took on a role as head of European equity strategy at the same institution, following that with a global macro strategy role on the hedge fund desk. Julien moved to Legal & General in 2005 as Head of Asset Allocation, and he launched and managed its global macro fund, focusing on achieving absolute returns, uncorrelated with the S&P. Julien spent a brief time at the Sofaer group of hedge funds, running their global macro and resources books, before joining UBS in late 2009. At UBS, Julien was head of global commodity strategy on the

research side and he ran the European mining team. Julien’s focus is on the global liquidity cycle and its implications for commodities, emerging markets and broader asset allocation. Julien joined the MacroStategy Partnership in September, 2015.

JULIEN GARRAN,  Partner, The MacroStrategy Partnership

With two decades of experience in both commercial and residential real estate, Bill Bymel has become known as a pioneer in the distressed residential mortgage space by creating a new paradigm for dealing with delinquent borrowers. Both his strategies and experience personally overseeing the resolution of $300+ million of NPL since 2009 are illustrated in Bill’s book WIN WIN REVOLUTION, available on Amazon. Bill is Managing Director at Spurs Capital LLC, a leading mortgage investment firm that acts as the backbone for each of his mortgage investment funds. As a Partner in Retail Sites International, the 40-year-old commercial real estate advisory firm specializing in retail-restaurant site selection and development, Bill’s clients have included McDonalds, BJ’s Brewhouse, Darden Restaurants, and Family Dollar Stores. Bill has spent the last 15 years raising family in Jupiter, Florida where he is an active member of the community and volunteers for a number of youth-oriented programs including being a court appointed Guardian ad Litem for children victims of abuse and neglect. Bill has also been active as a Film Producer and Public Speaker and recently moved to Beverly Hills, California with his 14-year-old daughter.

BILL BYMEL,  Managing Director, Spurs Capital LLC & First Lien Capital LP

Mark Fitzpatrick co-founded Glide Capital LLC (“Glide”) in 2015. As a Managing Partner of Glide, Mark is responsible for selecting managers, operations, legal and building strategic relationships for the firm. Mark has 20+ years experience in operations and business development roles within the alternative investment industry.

MARK FITZPATRICK, Managing Partner, Glide Capital LLC

Carlos Sandino is a Managing Director overseeing all operational matters including originations, credit management, and back office operations. Carlos’ experience in distressed asset management includes rehabilitations and troubled debt restructurings, litigation and foreclosure, REO, corporate insolvency and restructurings, and advisory assignments. Carlos has led multiple teams in a managerial capacity. From 2018 through 2020, Carlos was Managing Director of Corporate Restructuring of TCA Fund Management where he led the turnaround efforts of a group of portfolio companies and worked on rehabilitation of non-performing loans for a family of funds. From 2008 through 2018, Carlos was a Senior Vice President with Ocean Bank, where his team was tasked with managing a nonperforming loan portfolio of commercial real estate, commercial and industrial, residential, and consumer debt. Prior to Ocean Bank, Carlos worked in credit and relationship management for Citibank’s Commercial Business Group. Carlos has MBA from the University of Florida and a CFT certification in banking regulatory

compliance.

CARLOS SANDINO, Managing Director, Safe Harbor Equity

Eduardo Alves is a Director and an analytical leader in the Credit Risk Solutions group of S&P Global Market Intelligence. He collaborates with financial institutions of varying sizes and specialties in the design and implementation of risk management solutions. Eduardo has an outstanding record of realizing client objectives through high-quality engagements in the areas of credit risk methodologies, internal risk rating systems, model validation, stress testing, and CECL. Prior to S&P Global Market Intelligence, Eduardo worked at Promontory Financial Group, Mizuho Bank, and the World Bank. He holds an MS in Economics from the University of Essex and a BA in International Affairs

and Economics from The George Washington University.

EDUARDO ALVES, Director, Credit Risk Solutions, S&P Global Market Intelligence

Tony Barkan is the Founder, Managing Principal, and CEO of Allagash Partners which offers institutional and HNW investors focused strategies that can consistently capitalize on the wealth of opportunities within the US residential real estate market while also continuously seeking to preserve invested capital. Prior to founding Allagash, from 2008-2015, Mr. Barkan was one of five Founding Principals and the Head of Commercial Real Estate at Seer Capital Management, an SEC-registered investment management company with $4 billion AUM. Mr. Barkan planned and executed Seer’s LMI workforce housing value-add strategy; developed and ran the second largest global CMBS B-Piece investment businesses, driving transactions on over $20 billion of US CRE properties; and structured and invested into significant Mezzanine Loan exposure. Prior to Seer Capital, from 2001-2008, Mr. Barkan built and ran alternative investment platforms at Clinton, Harbert, and Sailfish managing portfolios with peak investor equity over $1 billion, a peak long asset portfolio over $10 billion, and peak total market exposure of almost $20 billion while leading teams as large as 20 people. Notably, Mr. Barkan was an early identifier of the real estate-led economic crisis and by the beginning of 2007 had migrated his hedge fund portfolio to be entirely short using real estate-backed credit derivatives. From 1997-2001, Mr. Barkan was a Senior Portfolio Manager and investment committee member at Pareto Partners (originally ForstmannLeff). Mr. Barkan began his career trading a range of real estate, commodity, and currency products at Salomon Brothers, Goldman Sachs, and ED&F Man Group from 1988-1997 . Mr. Barkan supports Here Arts Center, Scholars at Risk, and CaringKind: The Heart of Alzheimer’s Caregiving. Mr. Barkan graduated from Princeton University where he was selected to the Honor Committee, and he is a member of the Triple Nine Society.

TONY BARKAN, Founder/CEO, Allagash Partners

Nate Kline is a private equity executive with over $25bn of deal experience across numerous industries. As Chief Investment Officer of One Wall Partners, Nate has led the acquisition of dozens of transit oriented apartment buildings. He developed the Multi-Family Alpha® strategy to structure acquisitions of stable assets with operational and financial value-add that consistently generate excess risk-adjusted returns. Prior to co-founding One Wall, Nate founded a corporate, creative and financial advisory business (Genuity Partners LLC), taught financial training courses worldwide and advised executives as a Senior VP at Accordion Partners. Nate was formerly at Fortress Investment Group LLC where he specialized in evaluating, acquiring and managing the groups’ transportation and shipping investments. During his tenure, Fortress made 5 major transportation-related private equity investments totaling over $9 billion. Before joining Fortress, Nate began his career as a mergers & acquisitions investment banker at Merrill Lynch, advising a variety of large corporate clients on domestic and international transactions valued at over $15 billion. Nate graduated concurrently with a B.S. in Finance and a B.A. in Economics with Honors as a Schreyer Scholar from Pennsylvania State University in 2003. As a freshman, Nate co-founded the Penn State Investment Association (PSIA) and helped to prepare the organization for the launch and management of the multimillion dollar Nittany Lion Fund. Since graduation, Nate has volunteered for the Smeal College Alumni Society Board and Schreyer Honors College, most notably as a mentor. In 2008, Nate co-founded the Lions on Wall Street Alumni Society and served on its Board for several years. In 2009, he received the Smeal Outstanding Young Alumnus Award.Specialties: PE, Real Estate, M&A, Transportation & Infrastructure (Intermodal, rail and energy), Emerging Markets, Global Trade, Asset Valuations, Green/Clean Tech.

NATE KLINE, CIO, OneWall Partners

Mr. Kattan has more than 15 years of experience in Real Estate. He has acquired more than 900 single-family and multifamily units and has extensive knowledge of the different variables that affect the market. He was instrumental in the financing and refinancing of PIA’s portfolio and was responsible for structuring more than $140 million in non-recourse debt. Before starting PIA, Mr. Kattan worked with Countrywide Financial and advised investors consulting on several non-performing note pools. Over his professional career Mr. Kattan has launched an internet services company, an advanced telecommunications company and a biotechnology company. He has also served as regional managing director for a Pan American Investment Fund for Chile’s Grupo CB focusing on the financial, real estate, transportation and infrastructure sectors. Mr. Kattan graduated cum laude from Northeastern University with a B.A. in Industrial Engineering. Later he obtained an MBA from Wharton School at the University of Pennsylvania where he majored in Finance.

DANIEL KATTAN, Managing Partner, Capital Markets, PIA Residential

Jordan Suppan is a Managing Director at Leste focusing on originating and executing structured real estate credit investments. Mr. Suppan also serves as Managing Partner of Lendmarq, which was recently acquired by Leste. Lendmarq is a credit platform focused on deploying capital in the residential transitional loan space as well as small balance commercial real estate loans. Mr. Suppan has over 12 years of real estate and structured finance experience, having worked Fortress Investment Group’s industrial platform, Florida East Coast Industries, Wellington Management and JP Morgan’s large loan CMBS team, in addition to having started several real estate entrepreneurial ventures. He graduated magna cum laude from Babson College.

JORDAN SUPPAN, Managing Director, Leste

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