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National Finance Forum

April 30, 2026 at 8:00 AM – 12:00 PM ET Convene Quorum, 1221 6th Ave New York, NY 10020
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2025 AGENDA
Attendee HIGHLIGHTS
ALL EVENTS

Speakers

Adi Chugh National Finance Forum

KEYNOTE

adi chugh

Chairman & CEO

TYKO Capital

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Adi Chugh

Chairman & CEO, TYKO Capital

Adi Chugh is the Chairman & CEO of TYKO Capital, which is a Commercial Real Estate Investment Management Platform headquartered in New York and is a Joint Venture between Adi Chugh and Elliott Investment Management.

Adi was previously the Founder and CEO of Surya Capital Partners, a nationwide CRE private equity and debt advisory firm. He brings extensive experience from working on Wall Street across various sectors and across the balance sheet. He founded Surya Capital Partners at the end of 2010 as he identified an
opportunity in the distressed real estate space. Since then, he has built a network that includes relationships across the lending and equity world – including top private equity firms, large institutional investors, and real estate sponsors. He has arranged over $40+ billion dollars in transactions since
inception, including traditional debt products, joint ventures, Co-GP investments and other capital stack arrangements.

Adi began his career as an Investment Banker with Wachovia Securities in their Leverage Finance
Group in March 2004. He then moved onto the Equity Capital Markets Group in New York, and he placed approximately $16 billion of financings in his time at Wachovia. From there, Adi moved onto becoming Vice President for Kotak Mahindra; one of the largest Indian investment banks. He also worked for Merrill Lynch in New York.

Adi grew up in New Delhi, India and moved to the states to attend college. Adi then attended
Dickinson College in Carlisle, PA and graduated with a degree in Economics and International Business &
Management. He has been an avid public speaker and debater, speaking at events globally. He is also a
die-hard fan of the Indian Cricket team. Adi is involved with major charities focusing on underprivileged children and providing needs to the community – namely Children’s Hope India and the Met Council amongst others.

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KEYNOTE

KARA MCSHANE

Managing Director, EVP and Head of Commercial Real Estate (CRE) 

Wells Fargo

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Kara McShane

Managing Director, EVP and Head of Commercial Real Estate (CRE), Wells Fargo

Kara McShane is an executive vice president at Wells Fargo, and head of the Commercial Real Estate (CRE) division within Wells Fargo’s Corporate & Investment Banking organization.

Kara oversees CRE’s fully integrated platform of banking, financing, capital markets, and
servicing solutions for commercial real estate companies. The full suite of CRE products includes balance sheet lending, securitization, origination and distribution (CMBS and CRE CLOs), loan and securities financing, loan syndications, global payments and liquidity, debt and equity for the affordable housing industry, and GSE/Agency financing for multifamily
assets. CRE lends throughout the United States as well as in Canada, the United Kingdom, and parts of Europe.

Kara has more than 30 years of financial services experience. Since joining Wells Fargo in 2010, she has held a number of senior leadership positions, including head of Structured Real Estate and head of Commercial Real Estate Capital Markets & Finance before
assuming the role of head of CRE in 2020. Kara serves on the Wells Fargo Management
Committee, the Corporate & Investment Banking Operating Committee, the Board of the Wells Fargo Foundation, and the Board of Wells Fargo Securities. She is based in New York City.

Prior to her time at Wells Fargo, Kara was a managing director at Morgan Stanley and held
various leadership roles, including head of Securitized Products Group Capital Markets, co-head of Commercial Real Estate Capital Markets & Trading, and head of CMBS Capital Markets. Kara also held positions as a fixed income portfolio manager and trader responsible for the commercial real estate sector at AllianceBernstein, where she managed CMBS and REIT debt. Previously, Kara was a partner at Sanford C. Bernstein & Co., where she was a fixed income portfolio manager and trader.

As an active member of the industry and community, Kara currently serves on the board of Breaking Ground, a leading NYC nonprofit for supportive and affordable housing. Kara also sits on the Board of Directors of The Real Estate Roundtable, and the Board of Governors for REBNY. Her prior board seats include the Mortgage Bankers Association’s (MBA) Commercial Real Estate/Multifamily Finance Board of Governors (COMBOG) and the Policy Advisory Board for The Harvard Joint Center for Housing Studies. She was also a founding member and served on the Commercial Real Estate Finance Council (CREFC) Women’s Network Advisory Board after previously serving on the Board of Governors of
CREFC’s predecessor, the Commercial Mortgage Securities Association.

Kara received her A.B. in economics from Duke University and her M.B.A. in finance and
management from Columbia University’s Graduate School of Business.

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KEYNOTE

ROB VERRONE

Principal

Iron Hound

Morris Betesh National Finance Forum

morris betesh

Founder & Managing Partner

Arrow Real Estate Advisors

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Morris Betesh

Founder & Managing Partner, Arrow Real Estate Advisors

Morris Betesh is the Founder and Managing Partner of Arrow Real Estate Advisors, where he leads a team of professionals, specializing in sourcing debt and equity for developers nationwide. With two decades of experience in the real estate industry, Morris has a remarkable track record of successful transactions. He has financed over 1,000 buildings across the United States, closing more than $20 billion in financings throughout his career. Before founding Arrow Real Estate Advisors, Morris was Senior Managing Director at Meridian Capital Group for more than seven years. He also served as a Director at Cushman & Wakefield and a Director of Capital Services at Massey Knakal Realty Services. Outside of his professional accomplishments, Morris lives in Midwood, Brooklyn with his wife and four children. The family is actively involved in their community, and in his free time, Morris enjoys skiing, surfing, and playing the drums.

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justin horowitz

Senior Managing Director

Cooper Horowitz

Yorick Starr National Finance Forum

yorick starr

Managing Director & Investment Officer

Invesco Real Estate

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Yorick Starr

Managing Director & Investment Officer, Invesco Real Estate

Yorick Starr is a Managing Director and Investment Officer at Invesco Real Estate. Yorick is responsible for originating senior and mezzanine loans for the commercial real estate credit lines of business a primary focus on the Northeast and Eastern US.

Yorick began his investment career in 2002 and joined Invesco Real Estate in 2017. Prior to joining Invesco, he was a senior vice president of the commercial real estate group at Wells
Fargo based in New York, where he was responsible for managing a team of relationship
managers focused on institutional clients, overseeing originations, portfolio management and day-to-day operations of the office. Yorick spent over 15 years at Wells Fargo in a variety positions, including acquiring and financing sub-performing and performing commercial real estate loan portfolios, managing commercial real estate loan workouts and working within a specialty finance group.

Yorick earned a Bachelor of Business Administration from the University of San Diego with minors in accounting and computer science.

Michael Trachtenberg STYLIZED National Finance Forum

Michael Trachtenberg

President

Safehold Inc.

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Michael Trachtenberg

President, Safehold Inc.

Michael Trachtenberg serves as Safehold’s President. He joins Safehold from Lubert-Adler, where he most recently served as President. He was a key member of the firm’s senior leadership team involved in a wide range of real estate initiatives, including new investments, portfolio management, investor engagement and key operational functions. During his nearly 20 years at Lubert-Adler, Mr. Trachtenberg invested across many major United States real estate markets and asset classes, including multifamily, retail, hotel and mixed-use properties. He was instrumental in structuring complex joint ventures, recapitalizations and portfolio acquisitions. Prior to joining Lubert-Adler in 2005, Mr. Trachtenberg worked as an analyst at Merrill Lynch, where he gained experience in real estate finance, capital markets and structured transactions. He graduated from New York University’s Stern School of Business with a B.S. in Accounting and Finance.

Leo Leyva e1663955616332 National Finance Forum
CAROLINA_WAHNISH_RIVERA Photography and headshots for small businesses in NJ, CT and NYC / Kathleen Telesco Photography

MODERATOR

leo v. leyva

Member of Cole Schotz & Co-Chair of the Litigation, Real Estate and Real Estate Special Opportunities Departments

Cole Schotz P.C.

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Leo V. Leyva

Member of Cole Schotz & Co-chair of the Litigation, Real Estate and Real Estate Special Opportunities Departments, Cole Schotz P.C.

Leo V. Leyva is Co-Chair of the firm’s Litigation, Real Estate, and Real Estate Special Opportunities departments. He maintains a robust, multifaceted practice focused on complex real estate transactions, distressed assets, and high-stakes commercial real estate litigation. He is also a member of the firm’s Construction and Bankruptcy & Corporate Restructuring departments.

Leo represents private equity, hedge and real estate opportunity funds, national and regional lending institutions, bridge and specialty lenders, property owners, and developers across the full lifecycle of real estate investments. His experience includes acquisitions and dispositions, developments and redevelopments, joint ventures, distressed portfolio and asset sales, commercial loan workouts and restructurings, foreclosures, creditors’ rights, and insolvency matters. He regularly litigates sophisticated disputes involving construction performance and payment issues, lender liability, contract claims, shareholder disputes, and director and officer liability.

Throughout his career with the firm, Leo has played a leading role in numerous high-profile matters, including representing hedge funds in lender-liability litigation involving hundreds of millions of dollars, advising owners and operators of nationwide real estate portfolios in multistate foreclosure and receivership proceedings, and handling complex construction disputes tied to major infrastructure and large-scale residential conversion projects.

Leo serves on the New Jersey Council of Economic Advisors and is widely recognized for his top-tier practice. He has been consistently ranked by Chambers USA, named a Benchmark Litigation “Local Litigation Star,” and honored by New Jersey Law Journal, Super Lawyers, and Best Lawyers in America.

jay neveloff WEB.jpg National Finance Forum

MODERATOR

jay neveloff

Partner, Chair of Real Estate, US

HSF Kramer

What You Need To Know

Join 250+ commercial real estate finance executives for this must-attend forum designed to convene the most prominent and influential voices across the capital stack. This flagship event will provide critical insights and strategies for navigating today’s rapidly evolving lending landscape and national trends impacting deal flow and risk appetite.

Industry experts and top power players will provide their 2026 market and financing outlook, including economic forecasts, the macroeconomic trends driving opportunities and challenges, and capital availability across the debt and equity markets. From lender-borrower dynamics to the emergence of alternative capital solutions, hear where top opportunities lie and which trends will define 2026 and beyond.

Attendees will hear directly from borrowers and top financing sources as they discuss:

  • Where capital is flowing and why, including the asset classes drawing the greatest investor and lender appetites
  • How they’re navigating risk and stress points, including tightening liquidity, in today’s shifting financing landscape
  • Key lessons from 2025 — what worked, what didn’t and how they’re shaping their competitive advantage in the year to come
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National Finance Forum

April 30, 2026 at 8:00 AM – 12:00 PM ET
Convene Quorum
1221 6th Ave
New York, NY 10020
Early Bird Rate – $399
Register Now

Who Should Attend

  • Banks
  • Owners
  • Investors
  • Lenders
  • Debt/ Equity Brokers
  • Attorneys
  • Service Providers
  • Consultants 
  • Rating Agencies
  • Title Companies 

Agenda

2026 Market Outlook: Defining the Finance Landscape in 2026
From Volatility to Velocity: Capitalizing on a More Stable Financing Market
The New Crown Jewels – Where Capital is Converging Across Asset Classes
Temperature Check: Lender Preferences & Dynamics
CMBS Trends: Shifts in Conduit Lending & the Proliferation of SASB Mega Deals

Sponsors

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acore capital

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arrow real estate advisors

Arrow Real Estate Advisors is a leading capital markets advisory platform specializing in tailored real estate financing solutions for owners, investors, and developers throughout the United States. Founded in 2024 and headquartered in New York City, Arrow leverages a deep network of capital providers to source and structure debt and equity financing across all major property types, including industrial, multifamily, office, retail, hospitality, mixed-use, and special-purpose assets.

Arrow’s team is led by seasoned industry professionals with decades of collective experience in commercial real estate finance. The firm is built on a client-centric ethos that emphasizes strategic thinking, market insight, and results-driven execution, ensuring capital solutions that align with each sponsor’s operational goals and risk profile. Whether arranging permanent mortgages, acquisition and construction financing, refinancing, or joint venture equity, Arrow’s advisors deliver customized strategies backed by rigorous underwriting and deep lender relationships.

With a nationwide footprint, Arrow operates with the agility of a boutique advisory platform and the reach of an established national firm. Its professionals draw on a broad spectrum of market intelligence and capital sources, from regional banks and life companies to debt funds and institutional lenders, to navigate complex capital markets landscapes and secure optimal outcomes for clients.

Committed to excellence and long-term partnerships, Arrow Real Estate Advisors continues to build on its early success, expanding its team and enhancing its capabilities to meet the evolving needs of today’s real estate investors and developers.

Cole Schotz National Finance Forum

COLE SCHOTZ P.C.

Cole Schotz P.C. is a national law firm dedicated to helping you navigate your most complex legal challenges with clarity, confidence, and results. For a century, you have relied on us as trusted partners, delivering sophisticated legal counsel grounded in practical business judgment and a deep commitment to service.

At Cole Schotz, lawyering is our art—and you benefit from it. You work with a team of more than 200 attorneys, a carefully curated collection of top legal talent collaborating to bring you depth of experience, strategic insight, and creative problem-solving shaped to serve your goals. We work alongside you as trusted advisors, taking the time to understand your objectives, your industry, and your risk profile so we can develop strategies that are tailored, effective, and forward-thinking.

Whether you are building, investing, restructuring, litigating, or protecting what you have created, you benefit from our attorneys’ sound judgment and decisive advocacy. Our multidisciplinary platform allows us to support you across the full spectrum of your legal needs, including complex litigation, real estate and real estate special opportunities, bankruptcy and corporate restructuring, corporate transactions, construction, employment, intellectual property, tax, trusts and estates. By leveraging the collective strength of our team, you receive seamless, coordinated solutions designed to address both immediate challenges and long-term objectives.

With offices across New Jersey, New York, Delaware, Maryland, Texas, Florida, and Washington, D.C., you gain the reach of a national firm combined with the responsiveness of a close-knit legal team—so you can move forward with confidence.

Colliers National Finance Forum

colliers

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cooper horowitz

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herbert smith freehills kramer

InterVest National Finance Forum

intervest capital partners

Invesco horizontal 1 National Finance Forum

invesco real estate

Invesco Ltd. (Ticker NYSE: IVZ) is a global independent investment management firm
dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. With offices in more than 20 countries, Invesco manages US$2.1 trillion (as of September 30, 2025) in assets on behalf of clients worldwide.

JLL logo positive RGB 1 National Finance Forum

jll

Safehold Logo @2x 1 National Finance Forum

safehold inc.

Safehold Inc. (NYSE: SAFE) is revolutionizing real estate ownership by providing a new and better way for owners to unlock the value of the land beneath their buildings. Having created the modern ground lease industry in 2017, Safehold continues to help owners of high quality multifamily, affordable housing, office, industrial, hospitality, student housing, life science and mixed-use properties generate higher returns with less risk. The company seeks to deliver safe, growing income and long-term capital appreciation to its shareholders.

Starwood Property Trust logo 1 National Finance Forum

starwood property trust

Starwood Property Trust (NYSE: STWD), an affiliate of global private investment firm Starwood Capital Group, is a leading diversified finance company with a core focus on the real estate and infrastructure sectors. As of September 30, 2025, the Company has successfully deployed over $112 billion of capital since inception and manages a portfolio of over $30 billion across debt and equity investments. Starwood Property Trust’s investment objective is to generate attractive and stable returns for shareholders, primarily through dividends, by leveraging a premiere global organization to identify and execute on the best risk adjusted returning investments across its target assets. Additional information can be found at www.starwoodpropertytrust.com.

Tyko logo lockup black National Finance Forum

TYKO Capital

TYKO Capital (“TYKO”) is a multi-billion-dollar Commercial Real Estate Private Equity and Private Credit Investment Management Platform, which is a joint venture between Adi Chugh & a Florida based hedge fund. TYKO was established in August 2023 to capitalize on the void in the CRE capital markets caused by the current macro-economic environment, focusing on institutional borrowers and institutional assets, in top tier markets. TYKO’s focus and reach in the CRE space is unique, given the firm’s proprietary deal sourcing capabilities and ability to commit large amounts of capital to institutional deals.

TYKO invests across the entire capital stack (Senior Financings, Whole Loan Financings, Junior / Mezz, Pref Equity, LP Equity, GP Equity) — and across all asset classes.

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walker & dunlop

Walker & Dunlop (NYSE: WD) is one of the largest commercial real estate finance and advisory services firms in the United States and internationally. Our ideas and capital create communities where people live, work, shop, and play. Our innovative people, breadth of our brand, and our technological capabilities make us one of the most insightful and client-focused firms in the commercial real estate industry.