Thursday, April 30th, 2026


8:00 AM – 8:30AM: Registration & Networking Breakfast


8:30 AM – 9:00 AM: Opening Keynote

Speakers

finance headshot National Finance Forum Agenda

KEYNOTE

ROB VERRONE

Principal

Iron Hound

Joseph Barbiere National Finance Forum Agenda

MODERATOR

Joseph barbiere

Member

Cole Schotz P.C.


9:00 AM – 9:35 AM Market Outlook: Defining the Finance Landscape in 2026

Real estate has had to weather years of market turbulence and unprecedented disruption. 2025 was primed to be a year of stabilization and growth, but several unexpected macroeconomic and geopolitical changes demanded that even the savviest of dealmakers wield strong analytical skills, proactive risk management, and past cycle experience and knowledge. Join leading power players as they share their top lessons learned from the past year, forecasts for the year ahead, and strategies for staying ahead of the curve amid shifting market dynamics.

Speakers

TEMP Rebecca Bayard National Finance Forum Agenda

rebecca bayard

Managing Director, Real Estate Financing Group

Goldman Sachs

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eric ramirez

Managing Director, Head of Eastern Region Originations

ACORE CAPITAL

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Nick Scribani National Finance Forum Agenda

nick scribani

Vice Chairman, Global Debt & Structured Finance

Newmark

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Yorick Starr National Finance Forum Agenda

yorick starr

Managing Director & Investment Officer

Invesco Real Estate

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jay neveloff WEB.jpg National Finance Forum Agenda

MODERATOR

jay neveloff

Partner, Chair of Real Estate, US

HSF Kramer


9:35 AM – 10:10 AM: Pivoting in a Changing Market: Staying the Course from Stability Through Volatility

After a long-awaited period, major market players are coming off the sidelines and leaning into more favorable economic conditions. As the commercial real estate market moves from volatility to greater stability, lenders and borrowers are recalibrating their strategies, loan terms, pricing and risk tolerance. Hear how lenders are assessing risk and returns, and what borrowers need to win capital as the market once again shifts among renewed stability, and how much of an impact lingering uncertainty still has.

Speakers

Carina Kalaw National Finance Forum Agenda

carina kalaw

Managing Director, Head of Real Estate Syndications

City National Bank, an RBC Company

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Dylan Kane National Finance Forum Agenda

dylan kane

Managing Director

Colliers Capital Markets

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ROBERT ROTHSCHILD 2 National Finance Forum Agenda

robert rothschild

Managing Director

InterVest Capital Partners

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Michael Trachtenberg STYLIZED National Finance Forum Agenda

Michael Trachtenberg

President

Safehold Inc.

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Aron Zuckerman National Finance Forum Agenda

MODERATOR

aron m. zuckerman

Partner

Simpson Thacher & Bartlett LLP

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10:10 AM – 10:30 AM : Networking Break


10:30 AM – 10:55 AM: Keynote Session

Speakers

female speaker National Finance Forum Agenda

KEYNOTE

KARA MCSHANE

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

Wells Fargo

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Bonnie Neuman National Finance Forum Agenda

MODERATOR

bonnie a. neuman

Partner & Global Head of Real Estate Practice Group

Sidley Austin LLP

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10:55 AM – 11:30 AM: The New Crown Jewels: Where Capital is Converging Across Asset Classes

Which asset classes are capturing investor attention in 2026 and why? There’s an emerging, next-gen class of industries attracting capital, but are they a passing fad or will they lead the pipeline in 2026? From highly capitalized asset classes like data centers, powered land, and multifamily housing to those that are seeing renewed investor and lender interest like office and retail, get inside intel on which industries are being crowned as the most ripe for ROI, and which are pulling in the greatest deal volume.

Speakers

Morris Betesh National Finance Forum Agenda

morris betesh

Founder & Managing Partner

Arrow Real Estate Advisors

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Horowitz Justin 1 National Finance Forum Agenda

justin horowitz

Senior Managing Director

Cooper Horowitz

Chris Lawton 1 National Finance Forum Agenda

chris lawton

Managing Director, Head of Originations

Nuveen Green Capital

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Vanderslice Paul bw National Finance Forum Agenda

paul vanderslice

Head of CMBS Originations

BMO Capital Markets

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Bill Davis National Finance Forum Agenda

MODERATOR

bill davis

Vice Chair of Real Estate Practice and Co-Chair of the Real Estate Finance Group

Cozen O’Connor

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11:30 AM – 12:00 PM: Temperature Check: Lender Preferences & Dynamics

Join this deep-dive conversation detailing lender sentiment as caution fades and confidence strengthens. How are lender-borrower dynamics shifting in a more competitive environment? What opportunities and constraints are borrowers facing? Hear what lenders are prioritizing, how they’re structuring deals, where they’re allocating capital, and how they’re managing risk in today’s market.

CATHERINE CHEN National Finance Forum Agenda

catherine chen

Managing Director, Commercial Real Estate Debt Group

Apollo Global Management Inc.

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Marko Updated Headshot National Finance Forum Agenda

marko kazanjian

Senior Managing Director

IPA Capital Markets

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Tim Richards 1 National Finance Forum Agenda

tim richards

Managing Director & Real Estate Financing

Goldman Sachs

Joseph Lanzkron National Finance Forum Agenda

MODERATOR

joe lanzkron

Partner

Cleary Gottlieb Steen & Hamilton LLP

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12:00 PM – 12:30 PM: Closing Keynote

Speakers

Sean Reimer National Finance Forum Agenda

sean reimer

Senior Managing Director, Capital Markets and Co-Head of Institutional Advisory

Walker & Dunlop

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Noam Haberman National Finance Forum Agenda

MODERATOR

noam haberman

Partner

Gibson, Dunn & Crutcher

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12:30 PM : Event Concludes

Association Partners

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crefc

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nyu schack

RELA 1 2 National Finance Forum Agenda

rela

Sponsors

ACORE CAPITAL Logo 1 National Finance Forum Agenda

acore capital

ACORE CAPITAL, LP is a leading U.S. commercial real estate debt investment manager with approximately $18 billion of assets under management. ACORE CAPITAL is a member of the Tokio Marine Group, Japan’s largest non-life insurer and one of the world’s top tier global insurance groups. Based in New York, with offices in Los Angeles, Miami, San Francisco, and Dallas, ACORE CAPITAL originates, acquires, and manages first mortgages, B notes, mezzanine debt, and preferred equity. ACORE CAPITAL’s success has been fueled by its long-standing industry relationships and access to a consistent pipeline of origination opportunities. For more information, please visit www.acorecapital.com.

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arbor realty trust

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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.

cleary gottlieb National Finance Forum Agenda

cleary gottlieb

Cleary Gottlieb’s real estate practice, ranked as one of the foremost in the United States, is diversified and global, encompassing the full range of transaction types, regions, and asset classes to represent clients in all facets of commercial real estate transactions. Our clients span all sectors of the real estate industry, including commercial lenders, sources of private credit, investors, funds, sovereigns and sovereign wealth funds, developers, and operators.

Our practice has vast experience in pioneering cutting-edge financing strategies for our clients. We engage in all major aspects of commercial real estate finance, including secured loans for commercial mortgage-backed securities (CMBS), mezzanine and preferred equity financings, loan syndications, construction, bridge and development loans, loan restructurings and workouts, property foreclosures and deed-in-lieu transactions, and loan-on-loan, warehousing, and repurchase facilities.

Cole Schotz National Finance Forum Agenda

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 Agenda

colliers

Cooper Horowitz Logo 1 National Finance Forum Agenda

cooper horowitz

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cozen o’connor

Screenshot 2026 01 13 at 3.10.48 PM National Finance Forum Agenda

gibson dunn

Gibson Dunn is a leading global law firm with 2,200 lawyers in 22offices around the world. Our exceptional teams craft and deploy creative legal strategies that are meticulously tailored to every matter, however complex or high-stakes. Our market-leading real estate finance team is the “go-to” practice for dozens of premiere CMBS and balance sheet lending platforms of all kinds – banks, investment funds, insurance companies and other alternative credit providers. The team draws upon our unparalleled market presence and experience to ensure that our clients are ahead of the curve on any issue.

HSFKramer Logo RGB National Finance Forum Agenda

herbert smith freehills kramer

InterVest  National Finance Forum Agenda

intervest capital partners

Invesco horizontal 1 National Finance Forum Agenda

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.

IPA Logo DarkBlue Copy National Finance Forum Agenda

ipa capital markets

Newmark Logo NEW National Finance Forum Agenda

newmark

Nuveen Green Capital National Finance Forum Agenda

nuveen green capital

Safehold Logo @2x 1 National Finance Forum Agenda

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.

SIDLEY Blue RGB HR National Finance Forum Agenda

sidley austin llp

Sidley is an elite global law firm. With approximately 2,300 lawyers and 160 years of experience, we have established a reputation for deploying innovative legal strategies to achieve powerful results for our clients in complex transactional, restructuring, crisis management, investigation, regulatory, and litigation matters.

Our perspective and reach are truly global, supported by 21 offices strategically situated in key commercial, regulatory, and financial centers across the world. Our lawyers and business professionals, fluent in more than 75 languages, possess the cultural awareness and cross-border legal acumen needed to bring clarity to a dynamic business landscape.

Simpson Thacher Logo National Finance Forum Agenda

simpson thacher & bartlett llp

Simpson Thacher & Bartlett LLP offers one of the most sophisticated and diversified real estate practices among major law firms, consistently delivering premier service across the full spectrum of real estate matters. With over 140 real estate attorneys worldwide, the Firm’s capabilities cover all facets of the industry, including mergers and acquisitions of public and private companies, portfolio and single asset transactions, real estate financings, real estate development, joint ventures, preferred equity investments, restructurings, work outs and debt acquisitions. Our practice and lawyers have been consistently recognized by leading legal publications and directories, including Chambers and Partners, Law360, and the Legal 500.

Simpson Thacher represents a diverse array of clients—from private equity sponsors and real estate opportunity funds to public companies, REITs, institutional lenders and investment banks. Supporting clients throughout the entire lifecycle of their real estate investments, the Firm provides strategic counsel to our clients in every role they may take on, including purchaser, investor, borrower, lender, owner, operator and issuer, across all major asset classes. Trusted by many of the world’s leading private equity and real estate investors—including Apollo, Blackstone, Carlyle, Centerbridge, Cerberus, EQT, KKR, KSL Capital Partners, Northwood Investors, Sterling Investors, Stonepeak and Town Lane—Simpson Thacher has advised on many of the most significant real estate transactions in the market.

Starwood Property Trust logo 1 National Finance Forum Agenda

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 Agenda

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.

WalkerDunlop stacked CMYK National Finance Forum Agenda

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.

Yardi Investment Suite Stacked 3D 1 National Finance Forum Agenda

yardi

Yardi develops and supports industry-leading real estate investment and property management software for all types and sizes of organizations around the globe. The Yardi Investment Suite delivers products that optimize the investment management lifecycle —acquisitions/dispositions, fundraising, investor relations, capital investment, debt management, accounting and reporting, performance measurement and more in a single connected solution. Yardi automates complex ownership structures and investment management processes and provides full transparency from the investor to the investment to the asset. Real Estate Investments grow on Yardi. For more information, visit yardiinvestmentsuite.com.