VP of Corporate Marketing,
Tracy Allen is a Vice President and Director of Corporate Marketing for ECS (Engineering Consulting Services). She manages all of the marketing activities for the firm including managing and updating the corporate website, creating all corporate marketing materials (brochures, mailers, press releases), coordinating all corporate trade shows, managing the exhibit booth distribution amongst 45 offices, coordinating all the corporate market sector efforts of the 16-person Business Development staff, and reports all corporate marketing efforts to the Board of Directors on a quarterly basis. She has over twenty years of experience in the A/E/C industry and is involved with over ten professional trade associations and participates on the board level for each one. She has her MBA from Marymount University and her BS from Longwood University.
Borghese Investments, LLC
Patricia Blasi is the president of Borghese Investments LLC, a commercial developer and an advisor to commercial real estate owners, developers and investors. Previously, she was a partner at Panattoni Development Company, one of the nation's largest private commercial development firms, where she developed $100 Million of retail, industrial and land assets.
Industrial Income Trust
Newport Beach, Calif.
Gregg Boehm is vice president for Industrial Income Trust. Previously, he was director of acquisitions for the Watson Land Company, headquartered in Carson, Calif. Mr. Boehm received a bachelor's degree in Urban Planning & Development and Public Administration from the University of Southern California in 1995 and received his MBA from the University of California at Irvine in 2006.
Executive Vice President,
Los Angeles, Calif.
Tom Bohlinger is executive vice president for CBRE Investment Properties-Institutional Group. Mr. Bohlinger specializes in major office investment sales in the Greater Los Angeles region. He has also lead portfolio dispositions in California, Arizona, Texas, Massachusetts, and Hawaii.
Langan Engineering & Environmental Services
Elmwood Park, N.J.
Richard Burrow has 18 years' experience in site/civil engineering. Since joining Langan, he has been involved a number of site design projects in New Jersey, New York, Pennsylvania, California, Indiana and Kentucky. Mr. Burrow has also has completed a number of detailed feasibility studies in these States. This work has enabled him to become familiar with the state and local regulations and procedures for development. Mr. Burrow is experienced in development of projects from the early feasibility planning stages, through design and permitting, and through construction. Key aspects of this coordination include an understanding and identification of critical development issues early in the planning process, maintenance and management of project schedules through the permitting processes, and knowledge of construction-sensitive issues. Mr. Burrow's practice has been focused on industrial development for the past 10 years and he has been responsible for overseeing the design and permitting for over 10 million square feet of development. His expertise in stormwater management and regulatory compliance has enabled his clients to create additional value for his clients.
Mr. Burrow is an active member in the NAIOP New Jersey and a member of the NAIOP National Trends Committee. He earned his Civil Engineering degree from the University of Glasgow, Scotland.
Physicians Realty Trust.
In his 30 year career, David Domres CPM® CCIM has been involved in virtually every aspect of real estate investment, management and development in numerous capacities including Asset and Property Manager for office, medical, corporate, retail, industrial and multi-family properties. Individual property portfolios have totalled more than 30 million square feet of commercial space and 5,000 apartment units. David is a Certified Property Manager®, Certified Commercial Investment Member and a frequent speaker, instructor and author on real estate strategy, investment, management, financial analysis and property performance. David's extensive career experience includes service to individuals, corporations and full service real estate companies. David is well respected for his innovation, attention to detail, implementation and professionalism with asset, property and facility management, capital project planning and implementation, investment and leasing transactions, strategic planning and forecasting. His passion goes beyond the workplace to support real estate in the community as the past President of numerous professional real estate associations including 2008 NAIOP Wisconsin Chapter President, NAIOP Corporate Board member from 2010 – 2012, 2013 NAIOP National Volunteer of the Year Award and being recognized three times as CPM of the Year by the Milwaukee Chapter of the Institute of Real Estate Management and 2012 IREM Professional Achievement Award.
Holliday Fenoglio Fowler, L.P.
Mr. Fink is a managing director in HFF's Chicago office. Mr. Fink specializes in the disposition, financing and re-capitalization of investment real estate as well as multimarket portfolios through direct sales, financing and structured transactions.
Prior to joining the firm, Mr. Fink was vice president of Eastdil Realty where he was responsible for raising capital across the breadth of real estate product lines including office, hotel, retail, industrial and multi-housing, and across the full spectrum of the capital markets - debt and equity, public and private, domestic and offshore, institutional and non-institutional. Prior to that, he was an acquisitions analyst at Equity Residential Properties Trust and an Associate at the State of Wisconsin Investment Board. Mr. Fink also served as an officer in the United States Air Force.
Jerold Franke was named president of WISPARK LLC., the real estate development subsidiary of Wisconsin Energy Corp., in August 2000. In this role, Franke has executive responsibility over the full-service, real estate development company that plans and constructs master-planned business parks in southeast Wisconsin and northeast Illinois.
Franke began his career with WISPARK in 1988 as director - Business Development. He quickly advanced to vice president in 1989 and was subsequently named senior vice president in 1998. Prior to joining WISPARK LLC., Franke was vice president for economic development of Forward Wisconsin, Inc., the state's economic development marketing organization from 1987 to 1988. Previously he was acting city manager and director of community development for the city of Janesville, Wisc., from 1980 to 1987.
Eide Bailly, LLP
Allen Gregory is a partner of Eide Bailly, a top 25 CPA firm. With 25+ years of public accounting experience, he provides tax planning from formation to liquidation with flow-through entity taxation, and specializes in evaluating fixed asset capitalization procedures through cost segregation studies for newly constructed, renovated and acquired real estate. Mr. Gregory received a bachelor’s degree in Business Administration from Kent State University and a Masters of Taxation from the University of Denver.
President, Great Lakes Region,
Ryan Companies U.S. Inc.
With more than 23 years experience in the real estate industry, Tim Hennelly has a well-established track record of performance in site selection, planning and design concepts, financial packaging, managing construction coordination and lease or sale negotiation. Having previous experience as an executive for several real estate and brokerage firms, Hennelly understands the challenges of the industrial marketplace.
Wiggin and Dana LLP
Elliot G. Kaiman is an attorney based out of the New Haven, Connecticut office of Wiggin and Dana LLP.
Elliot's practice includes real estate, construction, property taxation, and energy and utilities law. In the real estate area he assists clients in a broad range of transactions, including acquisitions and sales, leasing, and development. In his construction law practice Elliot represents project owners, developers, design professionals, and contractors in connection with commercial and high-end residential construction projects. Elliot has significant experience resolving property tax disputes with local assessors and boards of assessment appeals.
Kay Realty Services LLC
Ocean, New Jersey
William Klein has been a recognized leader in all facets of real estate investment for more than 40 years. He has participated in numerous transactions, (many as a managing principal), in all asset classes in the industry. Since 1994, Klein has been the CEO of Kay Realty Services., one of the New Jersey shore's innovative real estate investment firms, which he founded on a theme of "value-added" strategies. He acts as managing member of all Kay Realty Holdings assets. He is also CEO of Smitty's Super Foodtown Stores, a 2 store supermarket which anchors two of his shopping centers.
Prior to KAY REALTY, Klein held key senior management positions in several national and regional development firms such as K Hovnanian and Dyson Kissner Moran where he created over three million sf of class A properties. Earlier, he served as chief appraiser of Central Savings Bank of New York and a senior executive and leader of Joint Ventures in the Home Life Insurance Company's mortgage investment division.
Klein holds a bachelors degree in economics from Upsala College and has completed professional graduate courses in real estate at Harvard University Graduate School of Design, Rutgers University and New York University. His appraisal training was provided by the American appraisal institute (MAI). He is a licensed broker in the state of New Jersey.
Senior Vice President, Asset Management & Real Estate Services,
Buzz Oates Group of Companies
Amy Lerseth is Senior Vice President, Asset Management & Real Estate Services for The Buzz Oates Group of Companies, Sacramento’s preeminent, fully integrated commercial real estate development company offering a single point of contact for a full range of development, construction, real estate, asset management, and property management services. Ms. Lerseth has more than eighteen years of experience in the commercial real estate industry and is primarily responsible for the execution of the investment strategy and business plan for assets valued in excess of $1.5 Billion. Ms. Lerseth is directly responsible for the management of the real estate brokerage, asset management, and property management companies, as well as driving The Buzz Oates Group of Companies’ strategic vision and growth.
Senior Vice President Capital Markets,
Ryan Companies US, Inc.
Dan Levitt brings more than 25 years of real estate experience and capital investment expertise to his role as senior vice president of Capital Markets at Ryan Companies US, Inc. His work includes the analysis, origination and structuring of debt, equity and joint ventures as well as directing the funding process from inception to closing. Over the last five years, Mr. Levitt's capital markets team has managed dispositions, financings, acquisitions and joint ventures valued at more than $2 billion. He oversees capital transactions in all of Ryan’s geographic markets, focusing on Ryan's many property types. Mr. Levitt's team works closely with other Ryan service leaders to develop creative solutions for their customers and investors. He is well respected for his thoroughness, clarity, problem-solving and presentation skills.
Senior Managing Director,
Jones Lang LaSalle
Mark Levy is Senior Managing Director and the Mid Atlantic (U.S.) Logistics and Industrial Practice Group Leader for JLL. In this capacity, Mark has direct responsibility and oversight for all of the Practice Group's activities in the region, which includes advisory, brokerage and capital markets. Mark also serves on the JLL Mid Atlantic Management Committee and is the Maryland Market Leader with oversight responsibilities for all services lines across the JLL platform. A NAIOP member since 1998, Mark has served as President and Treasurer of the South Florida Chapter and Vice Chairman of the Northern Virginia Chapter. At the national level, Mark has been a member of Membership and Chapter, Business Development, and Industrial Development committees. Mark is currently on the Editorial Board, a faculty member of The Center for Education and current member of the Industrial Development II National Forum.
Senior Vice President, Development,
Build Toronto, Inc.
Don Logie is a senior real estate executive with extensive experience in the development and operation of commercial, industrial and residential real estate with particular emphasis on mixed-use developments. Don has been involved in the development of over 3,000 residential units and the asset management of over 20 million sq. ft. of retail and office developments.
As Senior Vice President, Development, Don is responsible for directing commercial and industrial development from identification of innovative and marketable concepts through the implementation phases of planning, marketing and construction.
In 2008 Don was Acting President & CEO as well as Vice President, Development for the City of Toronto Economic Development Corporation (TEDCO) overseeing the restructuring of City real estate and economic development functions into two new corporations.
Don is a member of the Professional Engineers of Ontario and of the International Conference of Shopping Centres. Don received his Bachelor of Applied Science in Civil Engineering from the University of Waterloo and his MBA, graduating on the Dean’s list, from the University of Toronto.
RSM Development & Management
Bloomfield Hills, Mich.
As a principal in the real estate development firm of RSM Development & Management, L.L.C. in Bloomfield Hills, Mich., Mr. Marcus' primary responsibilities include the acquisition, development and first party property management of office, medical office and industrial properties in the metropolitan Detroit area. Since forming the firm ten years ago, RSM has acquired and/or developed a portfolio totaling over one million square feet with a market value of over $100M.
Mr. Marcus is a graduate of the University of Michigan (B.G.S.) and Wayne State University Law School (J.D.) and is a licensed Michigan real estate broker. He is president of the Michigan NAIOP Chapter Board and on the nonprofit board of directors for Gateway Counseling (Madison Heights, Mich.). Additionally, Mr. Marcus is a member of the Office Development I NAIOP Forum and received the NAIOP Developing Leaders Award in 2007.
Vice Chair, Education
EVP, Real Estate Development,
Al. Neyer, Inc.
Jim Neyer leads Al. Neyer's business development activities with a balanced focus on client business objectives and project deliverables. Mr. Neyer has over 25 years of experience in commercial real estate, development, financing and construction.
Director of Business Development,
Greater Phoenix Economic Council
Jaime Northam, Director of Business Development, focuses on providing site selection services and real estate guidance across several key industries. Northam teams with national site selectors, real estate professionals and out-of-state companies in the comprehensive evaluation and decision-making of business relocation and/or expansion into the Greater Phoenix area. She primarily works with companies in the high-tech manufacturing, general manufacturing, logistics/distribution, healthcare and biotech industries.
Northam comes from a well-rounded commercial real estate background that includes 13 years of experience in market research, industrial brokerage, office and industrial development, office leasing and healthcare real estate asset management. Prior to joining GPEC, Northam served as Regional Asset Manager for Healthcare Trust of America’s (HTA) Midwest US portfolio of medical office buildings, valued at $165 million and distributed between five states. In this role, she oversaw the leasing, operations, capital investment and overall financial performance of her portfolio. Before HTA, Northam worked at The Alter Group as its Vice President of Real Estate for the Southwest Region and, prior to that, was in industrial brokerage at Grubb &Ellis|BRE Commercial. In the earlier years of her career, she managed the industrial and office sectors of Grubb &Ellis|BRE Commercial’s research department.
Northam is a Phoenix native and attended the University of Arizona, where she acquired a Bachelor’s degree in Communications. She sits on the St. Joseph’s Hospital Foundation Board of Directors; is a member of Arizona Association of Economic Development; and has been a member of NAIOP since 2003. She helped launch NAIOP’s award-winning local Developing Leader program and currently sits on the AZ Chapter’s Board of Directors. On a national level, she sits on the Chapter Relations and Membership Committee and has been a member of one of the elite national forums for 5 years (Trends in Real Estate Development III). She was awarded the “National Developing Leader of the Year” award by NAIOP in 2010 and was selected in 2009 by Real Estate Forum magazine as one of 50 women across the nation to receive their “Women of Influence” designation. Northam has also been featured in the Phoenix Business Journal, AZRE Magazine and NAIOP’s Development Magazine.
Clark Construction Group, LLC
Matt O'Malley is a vice president with Clark Construction Group, LLC, where he helps lead the acquisition of work efforts for the Mid Atlantic Region. Mr. O'Malley also works closely with the Preconstruction Services Group that provides budgeting and scheduling, as well as other project planning services during the design phase to institutions, public entities and private developers in the Washington, D.C. area. Mr. O'Malley joined Clark Construction Group, LLC in 2000 where he began working with the Clark estimating department. Mr. O'Malley moved on to serve as the project manager for the construction of the new International Monetary Fund Headquarters in Washington D.C., before joining the Preconstruction Services department in 2005.
Mr. O’Malley received a bachelor’s degree in architecture from the University of Virginia, a master of business administration from the University of Maryland and has completed the degree requirements for the master of science in real estate at The Johns Hopkins University.
Mr. O'Malley teaches Essentials of Design and Construction at the University of Maryland graduate real estate program, as well as two courses at Georgetown University's graduate real estate program: Introduction to Construction Management and Construction Estimating and Procurement. He is a LEED Accredited Professional, and a member of several professional organizations in the DC area including NAIOP, ULI, the Washington Building Congress and the DC Building Industry Association.
Nino Pedrelli, Ph.D. is a principal at State Street Realty Advisors, LLC, located in St. Louis Park Minnesota. State Street Realty Advisors provides a broad base of services, such as asset management, investment analysis, development consulting, and project management for family offices, individuals, non-profits and municipalities with real estate holdings. Nino teaches Real Estate Finance at the University of St. Thomas, located in St. Paul, Minnesota, and is also a faculty member of NAIOP’s Center for Education. He is on the NAIOP Private Developers I National Forum. Nino earned his PhD is from the Department of Real Estate and Urban Economics at the University of Wisconsin-Madison.
MHD Partners LLC
Michael Pelt is President of MDH Partners, LLC. Prior to forming MDH Partners, Pelt was Chief Investment Officer and President of the Office Division of M.D. Hodges. He had been with Hodges more than six years. He was named President of the Office Division shortly after joining the company and was Chief Investment Officer since late 2002. He directed the development of the company's mixed-use office park, Huntcrest, which developed or sold approximately 200 acres during this period. As Chief Investment Officer, he also directed the acquisition of a 500,000 square feet industrial building in Nashville, Tenn.
Prior to joining Hodges, Pelt was Vice President of Marketing and Development for Technology Park/Atlanta where he oversaw marketing and development of a large mixed-use office development called Lenox Park. He also worked for Carter and Associates and began his career with Arthur Andersen & Co. Pelt is a former instructor for the CCIM institute.
Stearns, Weaver et al
Ft. Lauderdale, Florida
George Pincus is a Shareholder in the Real Estate Department. His practice focuses on office, industrial, retail and build-to-suit leasing, real estate finance and loan work-outs, acquisition and sale transactions and real estate private equity matters, including the formation of real estate investment funds and negotiation of joint venture agreements. Well versed in representing landlords, tenants, lenders, borrower, buyers, sellers, funds and investors in real estate and private equity transactions, Pincus is a solution-driven attorney who recognizes the importance of getting deals closed for his clients.
Pincus has been actively involved with NAIOP for many years and has served in a variety of leadership positions in NAIOP's local, state and national organizations. Pincus has published a number of articles on commercial leasing topics. He is often asked to participate as an instructor in continuing education programs sponsored by the Florida Bar, NAIOP, IREM and other real estate professional organizations.
NAIOP Chairman-Elect and Chairman, National Forums Committee
Senior Vice President, Head of Transactions,
San Francisco, California
Ashley Powell is former managing director in RREEF’s Investment Group. He has 28 years of experience in commercial real estate. Since joining RREEF in 1998, he has acquired over 40 development and value added projects totaling 15.5 rentable square feet of commercial properties and nearly 3,000 apartment units. He has sourced and closed over $1.9 billion of transactions for RREEF.
Associate Director for the Center for Real Estate,
University of North Carolina at Charlotte
Charlotte, North Carolina
Dr. Dustin Read serves as the Associate Director of the Center for Real Estate at the University of North Carolina at Charlotte, as well as a lecturer in the Belk College of Business's Department of Finance. He received his law degree from the University of Missouri and is a licensed attorney in the State of North Carolina. Dr. Read also holds a M.A. in Real Estate from the University of Florida and received his Ph.D. in Public Policy at UNC Charlotte. Before joining the Center for Real Estate, he worked as a commercial real estate broker specializing in retail investment sales.
Attorney and Managing Partner,
Sherin and Lodgen LLP
Ronald W. Ruth, LEED AP, is the Managing Partner of the Boston law firm Sherin and Lodgen LLP. His practice is essentially green and brown, focusing on environmental, real estate and land use law. As outside counsel to several large real estate developers across the Northeast, Ron has extensive experience working through issues related to leasing, brownfields, contaminated properties, and real estate development and management. His publications include "Enforcing the Green Lease," Commercial Leasing Law & Strategy, October 2009.
Ruth is a member of the Town of Needham Planning Board and has held numerous volunteer roles with NAIOP, currently serving on the Sustainable Development National Forum and has served on Development magazine's Editorial Board. He earned his J.D from Northeastern University School of Law and his B.A., cum laude, from Allegheny College.
IMS Worldwide, Inc.
Steve Schellenberg has been involved in logistics, manufacturing, distribution and transportation for more than 30 years. His experience includes managing all aspects of automotive supply chains, global distribution and third-party logistics. He has extensive experience in the North America Free Trade Agreement trading regions and has managed air cargo, freight forwarding and air charter operations.
Greenberg Traurig, PA
Alan C. Sheppard, Jr., is a real estate shareholder with Greenberg Traurig, P.A.'s Orlando, Florida office. Alan has wide-ranging experience in commercial real estate finance and development, with a particular emphasis on mortgage and construction financing, mezzanine lending as well as asset-based finance and working capital loan transactions. He also is experienced in structured finance transactions, syndications and energy project finance transactions. Alan is currently the President of the NAIOP Central Florida Chapter, is a past-president of NAIOP of Florida, and was previously the Chairman of NAIOP's National Environment and Infrastructure Committee. Through his work with NAIOP, he actively lobbies on behalf of the commercial development community both in Washington, D.C. and in Tallahassee.
Vice President, Commercial Property Groups,
Marcus & Millichap
Yitzie Sommer is Vice President of the Commercial Property Groups at Marcus & Millichap Real Estate Investment Services. In this capacity, he is tasked with providing research, marketing and business development support to the firm's agents and its clients. He received a bachelor's degree in Politics from Brandeis University in 2001.
After receiving his undergraduate degree, Yitzie started his career at Marcus & Millichap as research manager for the Milwaukee and Indianapolis office as well as the National Office & Industrial Properties Group. After adding the Chicago area to his territory, he moved to focus exclusively on the office and industrial sectors in 2004 and in 2010 became the Senior Manager for the Commercial Property Groups, which includes office, industrial, retail and special assets.
IMS Worldwide, Inc.
Curtis Spencer is the President of IMS Worldwide, Inc., headquartered in Houston, Texas. He is a nationally regarded expert on matters related to: logistics and intermodal shipping trends, ports, inland ports and rail-served logistics centers; the development and utilization of Foreign-Trade Zones for importers and exporters; and all aspects of customs issues and compliance, specifically those related to homeland security.
Vice President and Regional Manager,
Oak Brook, Illinois
Kit Sultz is responsible for the leasing and management of a 10 million square foot portfolio encompassing the northern Chicago area industrial market. He joined CenterPoint Properties after the sale of Prime Group Realty Trust's Industrial Division to CenterPoint Properties in December 2004. Sultz served as Vice President, Leasing, for CenterPoint Properties. Prior to his appointment as Vice President, he served as Regional Manager in April 2006. Before joining CenterPoint Properties, Sultz was Senior Vice President, Industrial Division, for Prime Group Realty Trust from November of 1997 until November 2004 where he had overall asset management responsibilities for Prime's industrial assets.
Global Real Estate Capital Markets Professor,
University of Colorado Boulder
Dr. Thomas Thibodeau is the Global Real Estate Capital Markets Professor and the Academic Director of the CU Real Estate Center in the Leeds School of Business at the University of Colorado-Boulder. He is currently teaching Real Estate Finance and Investments and Real Estate Economics in the MBA Program at Leeds. He has taught courses in real estate fundamentals, real estate markets and valuation, real estate development, commercial mortgage backed securities, managerial economics and macroeconomics. Thibodeau is also a NAIOP Distinguished Fellow.
Ware Malcomb Architects
Oak Brook, Illinois
Jay Todisco is Vice President of Ware Malcomb Architects and has more than 25 years of experience in the commercial real estate industry.
Todisco has extensive expertise in architecture and planning of various building types including commercial office, industrial, retail, parking structures and hospitality. He has managed large scale projects throughout the United States and abroad for major developer and corporate clients. He is focused on building and maintaining client relationships on an international scale, while providing hands on architecture and planning services to North America's leading development companies.
He studied Architecture at the Boston Architectural Center in Boston, Massachusetts and is a licensed architect in the state of California. He is an active member of NAIOP in California and Illinois.
Wiggin and Dana, LLP
Barry J. Trilling is a partner at Wiggin and Dana LLP. He leads the Climate Change and Sustainable Development group. He is also a member of the Real Estate, Environmental, and Energy Department and both the Clean Tech and Insurance practice groups. Clients call on him to assist on a wide variety of matters with regard to the environment and "green" business and real estate issues. These include business and real estate transactions, due diligence investigations, site remediation, brownfields development, wetlands, insurance transactions and claims, regulatory compliance counseling, mold and asbestos issues, governmental relations, legislation, rule making, National Environmental Policy Act (NEPA) matters, and both administrative and judicial litigation.
Daniel F. Mulvihill Professor of Commercial Real Estate & Academic Director of MSRE Program,
University of San Diego
San Diego, CA
Charles Tu is the Daniel F. Mulvihill Professor of Commercial Real Estate and Academic Director of the MS in Real Estate program in the Burnham-Moores Center for Real Estate at the University of San Diego. He teaches a variety of courses at both the graduate and undergraduate levels, including real estate finance and investment, real estate capital markets, real estate management, and real estate development. He is also the principal instructor of Advanced Real Estate Finance in Urban Land Institute’s Real Estate School. Tu earned his PhD in business administration from The George Washington University in 1999 and received the Chartered Financial Analyst (CFA) designation in 2000. He became a LEED Accredited Professional in 2009 and is ARGUS Software Certified for both ARGUS Valuation-DCF and Developer. Tu is also a NAIOP Distinguished Fellow.
Vice President, Development & Investment ,
Trammell Crow Company
Sven Tustin is vice president of development and investment for Trammell Crow Company's Arizona office. Mr. Tustin is responsible for identifying and underwriting new development or acquisition opportunities; overseeing the development, asset management and disposition processes for commercial projects (typically office, industrial, healthcare, hospitality, mixed-use); and originating and maintaining relationships with institutional capital partners. He has been involved with NAIOP since 2005 in both the Colorado and Arizona chapters.
After 40 years of working in Northwestern Mutual Life Insurance Companies real estate department Greg Walz is currently in retirement. His last position at Northwestern was managing director for real estate equities. Mr. Walz was responsible for setting and implementing the real estate equity investment strategy nationally and selection of new investment opportunities. Prior to this position, Mr. Walz was responsible for directing and managing the mortgage loan investment activities and portfolio management for the eastern portion of the United States for 4 years, prior to that he managed the Atlanta Regional Office for 25 years investing in both debt and equity investments along with oversight of the portfolio, including asset dispositions. Walz holds a B.A. and a M.B.A. from the University of Wisconsin at Milwaukee. He joined NAIOP in 1985 and is also a member of ICSC. Mr. Walz serves on the Executive Board for NAIOP and the NAIOP Wisconsin Board. He is a member of the Capital Markets III National Forum.
President & CEO,
Simons & Woodard Inc
Santa Rosa, Calif.
Joan Woodard has more than 35 years in the commercial real estate development and management business. She is currently the president and CEO of Simons & Woodard, Inc. in Santa Rosa, Calif. Ms. Woodard is responsible for overseeing architecture, marketing, leasing, property and financial management. Ms. Woodard began her career in real estate as a financial analyst and project manager in Atlanta with John Portman. She worked on architectural and development projects all over the world. In 1985, she joined Walt Disney on the West Coast as vice president for Disney Development, where she developed short and long-term plans for the company's use of real assets, among which was the planning process that resulted in Disney's corporate headquarters in Burbank and Disney's California Adventure in Anaheim.
Cornerstone Real Estate Advisors
Mr. Zatko leads Cornerstone’s Capital Markets team and is responsible for the Capital Markets portfolio, funds containing CMBS, real estate derivative instruments, REIT debt, commercial real estate collateralized debt obligation investments and residential investments. He is also responsible for the securitization of commercial mortgage loans. He joined Cornerstone in 2010, its affiliate Babson Capital management in 2000, and was previously a Director with MassMutual, which he joined in 1996. Prior to joining MassMutual, Zatko was a partner in a regional appraisal/consulting firm and a senior appraiser for Cushman & Wakefield. He has more than 30 years of commercial real estate experience. He earned a BS degree in Real Estate/Finance from Pennsylvania State University. He currently holds Chartered Financial Analyst, Chartered Real Estate Investor, Appraisal Institute, and Certified Commercial Investment Member designations.