Wordpress Header 6f6bb2 National Finance Forum
In-Person
  • Finance
  • National

National Finance Forum

November 13, 2025 @ 8AM-1PM ET The Metropolitan Club, 1 E 60th St, New York, NY 10022
Register

Keynote Speaker

Headshot Template 2024 65 National Finance Forum

Chad Tredway

 Managing Director, Global Head of Real Estate

J.P. Morgan Asset Management

×

Chad Tredway

Managing Director, Global Head of Real Estate, J.P. Morgan Asset Management,

Chad Tredway, Managing Director, Global Head of Real Estate at J.P. Morgan Asset Management, leads the $80 billion global real estate investment platform that invests in real estate assets throughout the globe and across a range of equity and debt, core, mid-risk, and opportunistic strategies on behalf of institutional, sovereign, and high-net-worth investors.

Previously, Chad founded and led Trio Investment Group, a boutique real estate investment management firm specializing in institutional sale-leaseback strategies, now part of Real Estate Americas (REA). Prior to founding Trio in 2021, Chad was Managing Director and Head of J.P. Morgan’s Real Estate Banking business. In this role, he oversaw more than $20 billion in commercial real estate loan exposure and led a national team of 250 professionals. Furthermore, Chad held senior roles within Commercial Term Lending at J.P. Morgan, where he helped build the largest multifamily lending portfolio in the United States. In addition to being named to Commercial Observer’s “50 Most Powerful People in Real Estate” list, Chad has been named to Crain’s “40 Under 40” and Real Estate Forum’s “50 Under 40” lists. He is also a board member of the Pension Real Estate Association Foundation.

Chad holds a B.A. in Accounting and Finance from Loyola University Chicago.

Speakers

Headshot Template 2024 2025 03 31T135929.587 National Finance Forum
Morris Betesh

Morris Betesh

Founder and Managing Partner

Arrow Real Estate Advisors

×

Morris Betesh

Founder and Managing Partner, Arrow Real Estate

Morris Betesh is the Founding Principal of Arrow Real Estate Advisors, where he leads a team of thirteen professionals. Mr.Betesh specializes in sourcing debt and equity for developers nationwide.nnPreviously, he joined Meridian Capital Group in May 2017, and prior to joining Meridian he served as a Director at Cushman u0026amp; Wakefield Capital Markets and a Director of Capital Services at Massey Knakal Realty Services. To date, Mr. Betesh has financednover 1,000 buildings across the United States and has closed well in excess of over $20 billion in transactions throughout his career.nnMr. Betesh lives in Midwood, Brooklyn with his wife and four children. They’re activemembers of the community, and in his free time he’s an active skier, surfer and drummer.

Headshot Template 2024 1 National Finance Forum

Brad Bitting

Managing Director

Post Brothers

Headshot Template 2024 2025 05 16T120531.034 National Finance Forum

Brendan Coleman

Senior Managing Director – Multifamily Finance

Walker & Dunlop

×

Brendan Coleman

Senior Managing Director – Multifamily Finance, Walker & Dunlop

Brendan Coleman — one of the premier multifamily and credit facility originators in the country — and
his team of five structured finance experts have a collective 60 years experience.  Since joining Walker &Dunlop Multifamily Finance production group in 2007, Mr. Coleman’s team has originated more than 800 transactions totaling over $21 billion dollars in financing.

Mr. Coleman holds a bachelor’s degree in history from the University of Virginia as well as a master’s
degree in business administration from the University of Maryland.

Beyond the company, Mr. Coleman is actively involved in the National Multi Housing Council (NMHC) and is on the Board of Directors at Fair Chance, a non-profit committed to combating homelessness and poverty in the Nation’s Capital. Mr. Coleman and his wife Tara have four children and lives in Washington, DC.

Headshot Template 2024 61 National Finance Forum

Zachary Cohn

Managing Partner

Brookfield

×

Zachary Cohn

Managing Partner, Brookfield

Zachary Cohn is a Managing Partner in Brookfield’s Real Estate Group. In this role, he leads capital markets activities throughout the North America and is a co-leader of the real estate credit business, focusing on tactical credit investments.

Prior to joining Brookfield in 2016, he worked at Citi, where he was responsible for the underwriting, origination and structuring of commercial real estate debt investments.

Mr. Cohn holds a Bachelor of Business Administration degree from the University of Southern California.

Headshot Template 2024 2025 05 14T132240.134 National Finance Forum

Dan Cooperman

Head of Investments

Mavik Capital Management

×

Dan Cooperman

Head of Investments, Mavik Capital Management

Dan Cooperman is the Head of Investments for Mavik and sits on the Investment Committee. Dan is responsible for overseeing the sourcing and execution of Mavik’s investments.

Prior to joining Mavik, Dan managed the debt placement activities of The Greenwich Group International, a real estate investment banking firm based in New York. Prior to that, Dan was an Assistant Vice President in Chase Manhattan Bank’s Global Properties Group, where he worked on the bank’s real estate acquisitions and divestitures. Dan started his career in acquisitions and asset management at JGS, a Japanese conglomerate with global real estate holdings.

Dan received a BS in Finance from the University of Colorado at Boulder. Dan is a member of ULI.

Ethan Elser National Finance Forum

Ethan Elser

Executive Vice President 

 PACE Equity

Headshot Template 2024 2025 08 14T094847.451 National Finance Forum

Kyle Jeffers

Chief Investment Officer

ACORE CAPITAL

×

Kyle Jeffers

Chief Investment Officer, ACORE CAPITAL

Kyle Jeffers is Chief Investment Officer at ACORE CAPITAL, a member of ACORE& investment committee, and oversees credit, underwriting and asset management.

Mr. Jeffers has over 25 years of experience in commercial real estate finance andcapital markets. Prior to joining ACORE, he was a Managing Director at Starwood Property Trust, Inc. (NYSE: STWD), a public mortgage REIT, managing west coast loan originations and responsible for over $5 Billion of first mortgage, mezzanine, and preferred equity investments.

Mr. Jeffers has over 25 years of experience in commercial real estate finance and capital markets. Prior to joining ACORE, he was a Managing Director at Starwood Property Trust, Inc. (NYSE: STWD), a public mortgage REIT, managing west coast loan originations and responsible for over $5 Billion of first mortgage, mezzanine, and preferred equity investments.

Mr. Jeffers has over 25 years of experience in commercial real estate finance and capital markets. Prior to joining ACORE, he was a Managing Director at Starwood Property Trust, Inc. (NYSE: STWD), a public mortgage REIT, managing west coast loan originations and responsible for over $5 Billion of first mortgage, mezzanine, and preferred equity investments.

Mr. Jeffers received a B.B.A. degree from the University of Texas at Austin, with a major in Accounting, and was a licensed CPA in the state of Texas for 8 years.

Shawn 4 1 National Finance Forum

Shawn katz

President

Silverstein Capital Partners

Chris Lawton National Finance Forum

Chris Lawton

Managing Director, Head of Originations

Nuveen Green Capital

Headshot Template 2024 42 National Finance Forum

John Lippmann 

Head of U.S. Real Estate Capital Markets

Barings

×

John Lippmann

Head of U.S. Real Estate Capital Markets,Barings

John Lippmann is a member of Barings Real Estate, a global real estate platform with extensive capabilities across both debt and equity strategies. John is Managing Director, Head of U.S. Real Estate Capital Markets, responsible for the strategy and execution of asset and fund leverage for U.S. debt and equity real estate portfolios and supporting various strategic growth initiatives. He has worked in the industry since 1998. Prior to joining Barings, John served as Head of Structured Debt and as a Portfolio Manager in the real estate group at NYL Investors. Prior to that, he worked in real estate restructuring for FTI Consulting and in originations and portfolio management at Eurohypo AG. He began his career in the Real Estate and Lodging Investment Banking group at JPMorganChase. John holds a BA degree from American University and an MBA from the Stern School of Business at New York University.

Chris National Finance Forum
Chris Niederpruem

Chris Niederpruem

Managing Director, Group Head

First Citizens Bank

ROBERT ROTHSCHILD 1 National Finance Forum

ROBERT ROTHschild

Senior Vice President, Investment

InterVest Capital Partners

Headshot Template 2024 2025 05 18T181058.926 National Finance Forum

Natalia Sosnina

 Head of Acquisitions 

 Terra Strategies 

×

Natalia Sosnina

Head of Acquisitions, Terra Strategies

Natalia Sosnina is a structured finance expert with a specialty in distressed assets. Currently, Head of Acquisitions at Terra Strategies focusing on the acquisition of distressed debt and securities, Natalia previously held roles at rating agencies, assessing the issuance of new CMBS as well as NPL Acquisitions for PE fund.

Natalia started in real estate following the GFC as an analyst representing distressed borrowers in the restructuring of their loans on commercial real estate properties. After immigrating to the United States in with no real estate connections, Natalia has attained a professional excellence as well as having amassed a real estate investment portfolio.

She holds an undergraduate degree in engineering from Moscow State University of Technology and Masters in Real Estate Investment and Finance from NYU.

Yorick Starr 3 National Finance Forum
Invesco

Yorick Starr

Managing Director & Investment Officer 

Invesco

Headshot Template 2024 2025 07 24T135404.801 National Finance Forum

Jacob Weinstein

Executive Vice President Head of Real Estate & Healthcare

BHI

×

Jacob Weinstein

SVP, Head of Real Estate and Healthcare Banking, BHI

JJ Weinstein has 20 years of experience as a commercial real estate focused banker. In his current role at BHI, JJ leads the Real Estate and Healthcare lending businesses at BHI, a division of Bank Hapoalim–one of Israel’s largest banks. BHI is an extremely active construction and bridge lender, with offices in New York, New Jersey, Miami, and Los Angeles. JJ’s experience spans large banks (Wells Fargo), large regional banks (M&T Bank), and smaller regional banks (Customers Bank). JJ’s experience includes roles within highly specialized real estate banking teams, making highly structured and complex loans across real estate asset types.

JJ received his Bachelor’s degree in Applied Economics and Management from Cornell University, and his Masters of Business Administration from the MIT Sloan School of Management.

max wu National Finance Forum

Maxwell wu

Co-Founder & CEO

Fulcrum Lending Corporation

%name National Finance Forum
Cathy Cunningham

EMCEE

CATHY CUNNINGHAM

Executive Editor

Commercial Observer

Mark Fawer wordpress National Finance Forum

MODERATOR

Mark Fawer

Partner

Greenspoon Marder LLP

Joseph Lanzkron 1 National Finance Forum

MODERATOR

Joseph Lanzkron

Partner

Cleary Gottlieb Steen & Hamilton LLP

×

Joseph Lanzkron

Partner, Cleary Gottlieb Steen & Hamilton LLP

Joe Lanzkron’s practice focuses on real estate transactions. Joe has a broad range of experience representing lenders and borrowers in various real estate financings across multiple property types, including CMBS, balance sheet loans and loan on loan facilities. Joe also regularly advises high-profile clients, including investment banks, private equity funds, asset managers and sovereign wealth funds, on complex real estate acquisitions, dispositions, and joint ventures. His experience also includes significant restructurings and workouts, including through bankruptcy.

Joe holds a B.S. from Touro College and a J.D. from Brooklyn Law School.

jay neveloff WEB.jpg 1 National Finance Forum
Jay Neveloff

MODERATOR

Jay Neveloff

Partner, Chair of Real Estate -US

HSF Kramer

Headshot Template 2024 2025 05 14T125925.282 National Finance Forum

Moderator

Michael Vines

Partner

Fried Frank

What You Need To Know

Join 250+ commercial real estate finance executives for a targeted half-day event, calling on the industry’s most dynamic players nationwide to share their insights on the state of real estate finance and lending, from the local to national market.

Experts will discuss how macroeconomic trends are impacting how deals are getting done. High-level topics will include how market players are navigating volatility emerging from imposed tariffs, the rise of non-bank lenders, current state of lender-borrower dynamics, market trends and predictions, how asset classes like data centers are driving innovative and nuanced financing structures, and trouble spots and new revenue pipelines in the market. Attendees will hear directly from borrowers and top financing sources as they discuss their top lessons learned from 2025 and market outlook for 2026 and beyond.

You don’t want to miss this must-attend event as experts provide a definitive outlook for the market as we close out a pivotal year.

Collage 25ab77 National Finance Forum

National Finance Forum

Thursday, November 13, 2025 @ 8AM-1PM ET
The Metropolitan Club,
1 E 60th St,
New York, NY 10022
Register Now

Who Should Attend

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

2024 Attendee Highlight

Agenda

State of the Market: An In-depth Outlook & What to Expect in 2026 and Beyond
Direct from the Financing Sources: Who’s Stepping Up Amid Market Volatility
Old vs. New: Showcasing the Most Coveted Lending Opportunities
Recaps & Filling the Capital Stack
The Role & Impact of Non-bank Lenders in the Market Today
View Past Agenda

Sponsors

ACORE CAPITAL Logo National Finance Forum
ACORE CAPITAL

acore capital

Arbor Multi Brand logo 3c cmyk PMS560CG10 growing 2 National Finance Forum
ARBOR

ARBOR Realty Trust

%name National Finance Forum
ARROW REAL ESTATE ADVISORS

ARROW REAL ESTATE ADVISORS

Barings Logo Final RGB for digital 4 1 National Finance Forum
Barings

Barings

logo BHI new National Finance Forum

BHI

BHI offers full commercial banking services that combine the personal attention and responsiveness of a prestigious boutique bank with the expertise and financial strength of a global bank. With a footprint in the largest U.S. metropolitan areas, we are committed to creating innovative funding solutions for your short-term and long-term needs, and providing convenient banking and liquidity products for your everyday business needs.

As part of the Bank Hapoalim Group, we are backed by the financial strength of a leading financial institution, giving our U.S. customers access to business financing from one of the world’s most stable banking environments. 

We build strong relationships with companies who develop, own and operate a variety of commercial properties. Real estate is a fast growing dynamic industry, and the ability to identify and seize opportunities quickly is a key. We have the depth of industry knowledge to customize the best financing solution to meet your CRE project with an approval mechanism that can keep pace with your schedule.​

Our team has a wealth of expertise and experience in commercial real estate lending throughout the U.S. We understand the ebb and flow of the market, but more importantly, we take the time to understand the nuances and unique challenges of each project. So whether you’re starting new construction, or redeveloping, repositioning or refinancing an existing income-producing property, we can take the complexity out of the financing process and structure creative solutions that address your needs and your timeline.

CG logo master 6in BLK National Finance Forum

cleary gottlieb

fcb logo 1 National Finance Forum
First Citizen Bank

First Citizen Bank

friedfrank logo 785909 National Finance Forum
Fried Frank

Fried Frank

Fulcrum Lending LOGO 6 1 National Finance Forum
Fulcrum Lending LOGO

Fulcrum Lending Corporation

gm logo LLP 1 National Finance Forum

greenspoon marder LLP

HSFKramer Logo RGB National Finance Forum
Herbert Smith Freehills Kramer

HSF Kramer

WAF 22 0016 logo grayscale 1line pos National Finance Forum

InTERVEST CAPITAL PARTNERS

Invesco horizontal National Finance Forum
INVESCO

INVESCO

Logo standard RGB Brown National Finance Forum

King & Spalding

download 5378aa National Finance Forum
MAVIK

Mavik Capital Management

Mavik is a next-generation, multi-strategy investment firm built to deliver long-term outperformance. Founded by Vik Uppal to Build Different, Mavik has an expansive strategy that is grounded in real estate and hard assets and views the world through a credit lens. The firm strives to simultaneously create successful outcomes for its universe of stakeholders – investors, borrowers, and employees. Since its inception, Mavik has deployed over $3.75 billion in capital and realized more than 125 investments.

Nuveen Green Capital National Finance Forum
nuveen green capital

Nuveen green capital

Newmark Logo NEW National Finance Forum
Newmark

Newmark

PACE Equity Vert color sRGB 300ppi 1 National Finance Forum

PACE Equity LLC

PB Logo Secondary RGB Black 1 National Finance Forum

Post Brothers

Silverstein Capital Partners 1 National Finance Forum
Silverstein Capital Partners

Silverstein Capital Partners

Walker Dunlop 4 1 National Finance Forum
Walker & Dunlop

Walker & Dunlop