Keynote Speaker

Mark Karlan
President - Strategic Partners Asia
CB Richard Ellis Investors

Mark S. Karlan has 25 years of experience in the commercial real estate investment and management business. Mr. Karlan joined CB Richard Ellis Investors in February 2006 as an Executive Managing Director and is a member of the firm’s global Executive Committee and various Investment Committees. He is President of the Strategic Partners Asia value added investment fund series and leads the fund’s dedicated investment team with offices in Shanghai, Beijing, Hong Kong, Tokyo and Singapore.
Previously, Mr. Karlan was the President, CEO, founder and a member of the board of directors of Imperial Credit Commercial Mortgage Investment Corp., a publicly traded REIT that invested in both commercial real estate and commercial property loans in the U.S. and Europe. He began his career at JMB Realty Corporation where he was a Senior Vice President and partner and led the acquisition of the Cadillac Fairview Company, one of the largest real estate firms in North America. Mr. Karlan has acquired more than 100 commercial properties with a gross asset value exceeding $8 billion on behalf of institutional and other investors.

Mr. Karlan earned MBA, Juris Doctor and Bachelor of Arts degrees from Harvard University with honors, received a John Harvard Scholarship for academic achievement of the highest distinction and was a winner of the Williston contract negotiation competition.

  No Picture Available

Phillip Bakalchuk
Founder and President

Water Street Investments

Mr. Bakalchuk is trained in finance (MBA from The Wharton School, 1995, Deans List), and in architecture (Master of Architecture from Columbia University, 1988, licensed in MA and FL) and has a background in both commercial real estate acquisitions and development. Mr. Bakalchuk served as Head of Residential Investments, Director of Investments for the Southeast, and Co-Head of Acquisitions while New Boston Fund (where he oversaw $525 million in investments). During this time, Mr. Bakalchuk assembled a portfolio of over 3,000 apartment units as well as several Preferred Equity investments in for-sale housing properties. Additionally, Mr. Bakalchuk started Blackrock’s Boston office (then SSR) in 1998 where he served as Acquisitions Director initially for the Northeast, and then ultimately for most of the east cost, where he was responsible for acquisitions and revdevelopments.

  No Picture Available

Richard Bennett
Founder

Sagic Capital

Richard Bennett is the founder of Sagic Capital, a New York City based commercial real estate company focusing primarily on debt and equity investments in institutional quality real estate assets.

Prior to founding Sagic Capital, Richard worked at The Blackstone Group, where he was involved in the evaluation of both public and private real estate investments, as well as the financings and dispositions of portfolio assets. He was involved in numerous transactions, including Equity Office Properties, Hilton Hotels and a portfolio of senior housing properties. In addition to his time at Blackstone, Richard has worked at Morgan Stanley's Real Estate Group and Boston Properties. Richard graduated from Georgetown University.

Andy Carmody
Senior Vice President - Market Strategy

Kitson & Partners

Andy Carmody has over fifteen years of diverse experience in real estate, strategy, product development, marketing, and operations in both small and large organizations.

As Senior Vice President – Market Strategy for Kitson & Partners, Andy is responsible for developing and managing residential and commercial investment strategies, leading residential acquisitions for a $750M Florida-focused real estate investment mandate, and leading consumer research for all aspects of residential planning and development. Andy is also a member of Kitson & Partners six-person Investment Committee.

Prior to joining Kitson & Partners, Andy was Director of Strategic Marketing at Centex Homes, where he led strategic planning, community planning, product development, and marketing for Centex Homes in Florida. During his time at Centex, Andy spearheaded the effort to develop affordable market rate single-family housing alternatives now being deployed across the Southeast U.S. Andy also spent four years with McKinsey & Company, where he led strategy and operations engagements for senior executives at several Fortune-500 corporations.

Andy graduated with an MBA from Harvard Business School, and earned his Bachelor’s Degree in Mechanical Engineering from the University of Michigan. Andy is an active member of the Urban Land Institute, the NAHB, and ICSC.

Tony Ciochetti
Chairman and Director

MIT Center for Real Estate

Tony Ciochetti is the Thomas G. Eastman Chair and Chairman of the MIT Center for Real Estate. His primary responsibilities at MIT are to enhance the Center’s mission of improving the global built environment through industry relevant research and to promote more informed professional practice. He is also involved in teaching topics in real estate finance and development. Prior to his appointment at MIT, Dr. Ciochetti was the Director of the Center for Real Estate Development and a Professor of Finance at the University of North Carolina in Chapel Hill. Dr. Ciochetti is also a visiting Professor in the Department of Land Economy at Cambridge University in England. Professor Ciochetti’s teaching areas of expertise include Commercial Real Estate Development and Real Estate Finance. He has created or taught course in these areas at MIT, University of Pennsylvania, Cambridge University, University of Wisconsin-Madison, Indiana University, and the University of North Carolina-Chapel Hill. Dr. Ciochetti also teaches executive courses on such topics as real estate development, portfolio and asset management, and asset securitization for both industry and academic organizations.

Dr. Ciochetti’s research interests lie in two broad areas: commercial mortgage credit risk, and the role of real estate within pension plan portfolios. His work has appeared in leading scholarly journals, including Real Estate Economics, the Journal of Real Estate Finance and Economics, and the Journal of Real Estate Research. Tony is currently the President of the Real Estate Research Institute, where he is also an academic fellow, and serves on the Board of Directors of Real Estate Economics. He also serves on the editorial and advisory boards of Real Estate Finance and CMBS World. He regularly consults on behalf of investment banks, rating agencies, institutional clients and development companies. Prior to his academic career, Dr. Ciochetti spent 12 years in the private sector in the areas of commercial real estate development and consulting.

Dr. Ciochetti received his B.A. in Finance from the University of Oregon, and both his M.S. and Ph.D. in Real Estate and Urban Land Economics from the University of Wisconsin-Madison.

Joe Cohen
Director of Investments

Maxx Ventures

Joseph Cohen, Director of Investments, Maxx Ventures, LLC, leads the firm’s acquisition of real estate nationwide. Founded over seventy years ago, Maxx owns approximately 12,000 apartment units nationwide. Joe began his real estate career at Jonathan Rose Companies, an award-winning real estate development firm in New York City that specializes in environmentally sustainable residential properties. In 2004, he founded a real estate investment company in Florida. After selling his company’s assets in 2006 at the height of Florida’s real estate boom, Joe attended Harvard Business School, where he received his MBA in 2008. He then joined Zeckendorf Development in New York City to develop high-end residential projects. Joe has also has worked with the affordable housing firm Centerline and the private equity fund CIM Group. He received a BA from Yale University and an MBA from Harvard Business School.

Patricia Connolly
Director of Global Sustainability

RREEF

Ms. Connolly has over 20 years of experience in real estate investment management, property management, leasing and corporate strategic initiatives. She joined RREEF, a Member of the Deutsche Bank Group, in 2005 in the New York Corporate Office as a Regional Manager. In 2006, she was named Regional Director overseeing property management in the Northeast, responsible for 18 million square feet of office and industrial assets from Portland, ME to Philadelphia, PA. In 2007, she was promoted to Director in her role as Portfolio Manager overseeing two of the firm’s pension fund clients’ separate accounts, whose real estate portfolios were valued at $1 million and consisted of office, industrial, retail and multi-family assets located across the US. On January 1, 2010, Ms. Connolly joined RREEF’s Global Management Team as Director of Sustainability shaping and coordinating comprehensive sustainability and green building programming and related environmental and energy strategies for RREEF world-wide.

Prior to joining RREEF, Ms. Connolly was Senior Vice President with Shorenstein Realty Services East, LLC overseeing East Coast property management for Class A trophy office buildings from Boston, MA to Charlotte, NC. She was previously with Jones Lang LaSalle Americas, Inc., culminating a 14-year career as Regional Operations Manager in Manhattan overseeing property teams associated with a portfolio of 23 million square feet of commercial office buildings and serving a roster of prestigious clients. During her Jones Lang LaSalle tenure, she specialized in office, retail and industrial property management and leasing in a variety of markets along the East Coast from Boston, MA to Miami, FL. Before attending business school, she began her professional career as a product research engineer with Procter & Gamble in Cincinnati, OH and also served as a technical supervisor with Polaroid Corporation in New Bedford, MA.

Ms. Connolly is a member of REBNY (Real Estate Board of New York), ULI (Urban Land Institute), WX-NY (Women Executives in New York Real Estate), the Harvard Club of New York, TAAP (Tufts Admissions Alumnae Program), and The Outreach Project. Ms. Connolly currently sits on the Board of Directors for REBNY and The Outreach Project, and has served as a Director for BOMA (Building Owners and Managers Association) in New York. She has broker's licenses in New York and Florida, and a Massachusetts salesperson's license. She is actively involved in fund raising for her Harvard Business School class, The Outreach Project and the Avon Walk for Breast Cancer in New York and Boston. She teaches fourth grade religious education.

Ms. Connolly earned her Bachelor of Science in Chemical Engineering from Tufts University and holds a Masters of Business Administration from Harvard Business School.

Ms. Connolly lives in Westchester County, New York with her husband, two children, and a golden retriever.

Fred Cooper
Senior Vice President - Finance, International Development, and Investor Relations

Toll Brothers

Fred Cooper oversees Toll Brothers’ Wall Street, banking and rating agency relationships and its investor relations and financial marketing activities in the U.S., Europe, Middle East and Asia. He is overseeing Toll’s exploration of international expansion opportunities in Asia, Latin America, the Middle East and elsewhere and of distressed opportunities from U.S. financial institutions. He has been financial point for Toll’s entry into the high-rise condo, apartment, retail and office sectors. Fred joined Toll Brothers in 1993 and has been involved in raising over $7 billion to support the firm’s growth. Since 1993 Toll Brothers has expanded from a regional home builder with $400 million in revenues to a Fortune 500 national land developer/home building company with peak revenues of over $6 billion.

From 1989 to 1993, Fred was Director of Corporate Finance and Planning at DKM Properties Corp., the real estate arm of the Dyson-Kissner-Moran Corporation, one of the nation’s largest private companies. Prior to DKM he was Senior Vice President and a member of the Executive Committee of the Financial Services Corporation, New York City’s economic development bank, from 1984 to 1989.

He holds an A.B. from Brown University and a Master of Public Policy in finance and international development from Harvard University’s Kennedy School of Government.

Paul Donahue
Senior Vice President and Partner

CB Richard Ellis

Paul Donahue heads the Multifamily Capital Markets team for CBRE in Boston and specializes in the sales and financings of multifamily properties in New England. Including his prior roles, Mr. Donahue has over 20 years of experience selling, financing and buying multifamily properties in every major market throughout the country. Along with originating billions in financings, Mr. Donahue has created initiatives to successfully buy several hundred performing and non-performing loans. In his extensive work with institutional buyers, Mr. Donahue developed and executed unique portfolio financing structures to allow unprecedented flexibility and low cost. In addition to substantial market rate experience, Mr. Donahue has completed affordable housing transactions with both HUD and state agencies.
Prior to joining CB Richard Ellis, Mr. Donahue served as a managing director of the Boston office of Holiday Fenoglio Fowler. From 1985 to 2004, Mr. Donahue worked for The Berkshire Group where he managed all financings and workouts for 10 years on a 30,000-unit portfolio. For the following 10 years, he ran mortgage originations in the northeast region and created a business providing credit facilities for pension funds and REITs. Throughout this period he originated several hundred loans for Fannie Mae, Freddie Mac and HUD.

Achievements
• Recognized in 2002 as the top originator at the Berkshire Mortgage Company
• Recognized as the Chairman's Award Recipient at the Berkshire Mortgage Company for industry and corporate leadership
• Recognized in 2003 at the Berkshire Mortgage Company for the largest loan in a portfolio

Peter Donovan
Senior Managing Director

CB Richard Ellis

Mr. Donovan, a 28-year veteran of the financial services and multi-housing industries, leads the CBRE Capital Markets service line as Senior Managing Director of the Multi-Housing Group. In his role, Mr. Donovan oversees both debt and equity originations and multi-housing investment sales for CBRE throughout the United States. Mr. Donovan was previously the Chief Executive Officer of Deutsche Bank Berkshire Mortgage, steering that firm to a market-leading position in government-sponsored multi-family loans. Under Mr. Donovan, Deutsche Bank Berkshire Mortgage’s servicing portfolio totaled more than $18 billion—virtually all of it in Fannie Mae, Freddie Mac, FHA and affordable housing loans—and the firm originated more than $4 billion in loans annually. Prior to that he was Chairman and Chief Executive Officer of Berkshire Mortgage Finance, a role in which he directed the production, servicing and asset-management activities of the firm. Mr. Donovan serves as the current Vice Chairman for the National Multi-Housing Council and is a member of the Urban Land Institute. He is a past Chairman and member of the Fannie Mae Advisory Council, as well as a recipient of the Fannie Mae Larry Dale Lifetime Achievement Award. He is also a past member of the Commercial Board of Governors of the Mortgage Bankers Association. Mr. Donovan has a Bachelor of Arts in History from Trinity College and a Master’s in Business Administration from Northwestern University.

Eric Fischer
Principal

The Trammell Crow Company

Eric oversees Trammell Crow Company's healthcare development and investment efforts for the Eastern United States. He is also a national content leader for physician driven specialized hospital initiatives as well as national and international healthcare facility privatization programs. Eric's career has been focused entirely on healthcare, including hospital financial administration, principal-based consulting, and a key investment and development leadership position with a publicly traded healthcare real estate investment trust.

Rob Gifford
President and CEO

AIG Global Real Estate Investment Corporation

Robert G. Gifford is President and CEO of AIG Global Real Estate Investment Corporation. Rob has twenty-five years of real estate investment, development and portfolio management experience. Prior to joining AIG, Rob was a Principal of AEW Capital Management. He joined AEW in 1986, and during his 22 year career with the firm, Rob managed a wide variety of assignments and portfolios, including the restructuring and $1.5 billion sale of Westcor Realty to Macerich, the $1 billion sale of interests in a portfolio of super-regional shopping centers to The Mills Corporation, and the raising of $700 million in client capital for investment in REIT private placements and income securities. Rob came to AEW from The Rouse Company where, as Assistant Development Director, he managed development planning for several projects in Atlanta. He is a graduate of Dartmouth College (B.A.) and the Yale School of Management (M.P.P.M.). Rob is a full member of the Urban Land Institute and serves as a Council Vice Chair. Rob is also very active in his home town of Newton, Massachusetts, serving as a member of the Economic Development Commission, the Newton Cultural Alliance, chairing the Finance Committee of the Newton Centre Task Force, and serving as the City’s representative on the Metropolitan Area Planning Council.

Steve Hardy
Managing Partner

The Veritas Group

Mr. Hardy is a New York based real estate developer and Managing Partner of the Veritas Group. His primary focus is the oversight of the company's storage portfolio throughout the United States and Canada where he brings extensive operating experience.

Prior to joining the Veritas Group, Mr. Hardy was a private equity investor with Egan Managed Capital. He is a graduate of the University of Western Ontario as well as the Harvard Business School where he received an MBA with honors. Prior to business school, he led a logistics outsourcing firm based in Toronto where he managed the activities of 125 people and nearly one million square feet of real estate. He is currently Chairman of the Board for US alumni of his alma mater, Huron College.

Lindsey Houser
Director

Bank of America Merrill Lynch

Lindsey is a Director in Bank of America Merrill Lynch's Global Real Estate, Gaming & Lodging Investment Banking Group, based in Charlotte, NC. Lindsey joined the firm as an Associate in 2000 and covers clients across the real estate spectrum with a focus on public REITs and real estate dedicated funds, as well as select large private (typically family-owned) real estate companies. Prior to joining Bank of America Merrill Lynch, Lindsey worked for a private real estate investment company in Washington, DC for five years. Lindsey received an MBA degree from the University of Virginia Darden School of Business in May 2000 and received a BS degree from the McIntire School of Commerce at the University of Virginia in May 1993.

John Macomber
Professor

Harvard Business School

John Macomber is a Lecturer in Real Estate at Harvard Business School. His professional background includes leadership of real estate, construction, services, and technology businesses. He is the former Chairman and CEO of the George B H Macomber Company, a large regional general contractor whose clients included Harvard, MIT, EMC, Fidelity, CISCO, Childrens Hospital, Wyeth, and the WGBH Foundation. He is a principal in several real estate partnerships in Massachusetts. At HBS, he teaches two Real Property courses in the elective curriculum, "Real Property Asset Management" and "Real Estate Development, Design, and Construction." John has been a lecturer at MIT in Civil Engineering and Real Estate for almost 20 years, and still teaches a course there in Real Estate Sustainability. Past courses taught have included both Strategy and E-Business in Real Estate and Construction. He is an adviser to and frequent instructor in Executive Education for both HBS and the Harvard Design School. He is chair or co-chair of Executive Education programs including "Real Estate Management," "Real Estate Executive Seminar," and "South Asia Real Estate." In the community, John is active with Young Presidents Organization (YPO), Boys and Girls Clubs of Boston, the Appalachian Mountain Club, and Mount Auburn Hospital. He serves on the boards of Boston Private Bank and of Vela Systems, an Internet services firm in the real estate and construction market. He is an advisor to several other real estate, design, and construction organizations.

Josef Mittlemann
Professor

Brown University

Most of Mittlemann’s past entrepreneurial and business activities have focused on the leasing, acquisition, development and management of real estate. He has developed, owned and managed high-rise commercial, retail and residential real estate in New York and community and power retail centers in the Midwest and mid Atlantic. In addition, Mittlemann has always felt strongly about and has actively participated in philanthropic endeavors at different levels during his life.

His career started as a commercial leasing and managing agent at Cross and Brown Company in New York, then the major manager and leasing broker in the city along with Cushman and Wakefield. Mittlemann became the owner’s representative for a number of high and low rise office buildings overseeing and participating in leasing, management, collections and interior alterations and construction activities.

After six years with Cross and Brown, Mittlemann became a vice president and later partner with Cohen Brothers Realty and Construction, major builders and owners of residential and commercial high rises in Manhattan. During the late 70’s early 1980’s he played considerable roles in the acquisition, development and leasing of several significant projects. In the mid eighties, Mittlemann left Cohen Brothers to form Empire Realty Group, a development and construction company for which Mittlemann was chief operating and executive officer.

Empire purchased substantial rental housing and then undertook the ground up development of The Paladin, a 32 story 110 unit Condominium on the corner of 62nd Street and Second Avenue. Empire Realty Group acted as the general contractor and HRH was the CM and the building, one of the fastest built high rises in NY to that date, was quite successful, selling out within 6 months.

In 1993, Mittlemann moved with his family to Europe and ran his business operations from there until returning in late 1996. During that period and afterwards he has traveled extensively throughout Europe, Scandanavia and Asia.

Between 1998 and 2000 Mittlemann, taking advantage of REIT activity, sold or traded their shopping centers to two REITS and the balance of their residential holdings to local owner interests. At the same time, he attended Harvard full time and received his MEd in Education.

In April of 2001, Mittlemann and his wife moved to Providence Rhode Island where he became Executive in Residence and Adjunct Lecturer and then adjunct professor in the Division of Engineering at Brown University. In 2007 he was elected a Clinical Professor of Engineering. He teaches and has created courses focusing on management and operations of business and non profit organizations, decision making, entrepreneurial start up technology, real estate covering all aspects of urban and suburban land development, globalization and entrepreneurship, new curricula and course reform for engineers, social enterprise and late adolescent-early adult life/work transition. Mittlemann also sits on the Presidential Advisory Committee, Board of the Entrepreneurship Program at Brown as well as recent Brown alumni start-ups.

In December of 2004, Mittlemann became Chief Operating Officer of Silverstein Properties in New York, the leaseholder of the World Trade Center. He was heavily involved of all aspects of the development and strategic negotiations downtown and directed the leasing at 7 WTC. He also had the major responsibility for envisioning and developing the 1.2million sq. ft. “Silver Towers” residential rental complex of buildings in New York at 11th Avenue and 42nd streets, which will be completed in early 2010.

With the framework announced by the Governors of New York and New Jersey and Mayor Bloomberg in April 2006, Mittlemann ended his affiliation with Silverstein Properties to return to teaching and research.

Mittlemann is considered an expert in all facets of the real estate and development landscape. He has a BA degree from Brown University and an MEd degree from Harvard University.

Bart Molloy
Managing Director

Monument Group

Mr. Molloy joined Monument Group in January 2002. Prior to joining Monument Group he worked at the Audax Group as part of the deal team responsible for investing the firm’s first Private Equity fund. Previously Mr. Molloy was at Commonfund Capital where he evaluated both domestic and international private equity and venture capital partnerships. He began his career at Merrill Lynch in the firm’s Oil and Gas Investment Banking Group. Mr. Molloy has a B.A. in Economics from Amherst College magna cum laude and a M.B.A. from the Fuqua School of Business at Duke University where he was a Keller Scholar.

Kenneth Munkacy
Senior Managing Director

GID International Group

Mr. Munkacy is a Senior Vice President of GID Investment Advisers LLC and is Senior Managing Director of GID International Group, with responsibility for setting GID’s strategic vision in its international real estate investment activities, including formulating, implementing and guiding investment strategy in emerging markets. His duties include sourcing new partners and investments, and overseeing risk management activities, project execution, and JV partner relations. Mr. Munkacy has over 10 years of international real estate experience in 14 countries, covering all aspects of investment, development and operations. Prior to GID he served as Senior Managing Director for GE Capital Golub Europe (based in Prague), with responsibility for a vertically integrated investment / development company having operations in 7 countries and employing 185 people; its portfolio included the development of over 2,000 units and 2 million square feet of commercial space. While with GECC, he created CSIA Investment Advisors, a $120 million opportunity fund targeting Central Europe markets.

Mr. Munkacy also served as Managing Director/Asia at Starwood Capital Group (based in Tokyo), with responsibility for investments / operations in 4 Asian countries. While at Starwood, he managed the creation and execution of the $160 million Japan Opportunity Fund (a joint venture with Nomura Real Estate). Previous positions include serving as Managing Director at TrizecHahn Asia Pacific (Tokyo), and President of Koll Asia Pacific Development (Hong Kong / Shanghai). Most recently, he was Chief Operating Officer of the New Boston Fund (based in Boston), with a $4 billion portfolio and 175 people.

Mr. Munkacy graduated with a BA in Economics-Government from Franklin and Marshall College and earned a Masters of City Planning at the University of Pennsylvania with a concentration in real estate development/finance at Wharton School of Business.

Meredith Oppenheim
Senior Vice President

Savills

Meredith Oppenheim is a Senior Vice President with Savills, the third largest global real estate service firm, where she launched and leads the Senior Housing Group and is responsible for originating and executing transactions including financings, re-capitalizations, dispositions and joint ventures.

Prior to joining Savills, she worked for Marriott Senior Living, Sunrise Senior Living and K. Hovnanian across the full spectrum of senior housing product types and throughout the full lifecycle of the deal from development through disposition. She has completed senior housing business plans for clients in India and Mexico to export and customize US best practices. She was also invited by the Philippines government to travel to the country to advise developers on 55+ housing.

Meredith was recently nominated by senior housing industry CEOs and top executives to the National Investment Center Future Leaders Council consisting of 21 rising stars and was nominated to Chair the Council by her peers. During 2009 she was also nominated by the City of New York Office of Mayor Bloomberg, The New York Academy of Medicine and the Council of the City of New York to join the newly-formed NYC Age-Friendly Commission consisting of top executives of leading for-profits and not-for-profits to explore, create and leverage new opportunities across multiple industries to support a rapidly increasing older population. Meredith is a member of the Aging in New York Fund, Inc. Board with the NYC Commissioner on Aging and a participant the New York State Office for the Aging and New York State Department of State – Housing for Older Persons Initiative. Her other affiliations and activities include Urban Land Institute Senior Housing Council, American Senior Housing Association (ASHA) Chairmen's Circle, National Investment Center, Zell/Lurie Real Estate Center and Gerson Lehrman Group Expert Network.
Meredith has been dedicated to improving the lives of senior citizens since the age of 15 when she authored a cookbook for seniors and toured adult day care/senior centers throughout New Jersey speaking about proper diet to optimize the length and quality of seniors' lives. Because of her work with and commitment to the senior population, in 1990 she earned a United States Congressional Medal of Honor.

Ms. Oppenheim earned an MBA from the Harvard Business School and graduated Phi Beta Kappa with a BA from Cornell University.

  No Picture Available 

Malcolm Riddell
President

RiddellTseng

Malcolm Riddell is president of RIDDELLTSENG, a boutique investment bank he established in 1988. At RIDDELLTSENG, he advises leading international financial services, insurance, and real estate companies on China business and on foreign direct investment in China, representing them directly in negotiating these deals. As China’s increases its outbound investment, he also advises western companies on capturing that investment.

Malcolm is a Mandarin speaker who has over 30 years of experience with China issues and who lived nearly 20 years in China and Taiwan.

He is also a lawyer, board-certified in international law. He is Strategic Adviser to DLA Piper law firm working, in conjunction with RIDDELLTSENG’s investment banking and advisory business, to develop their real estate and capital markets practices in Asia.

Malcolm is an Associate-in-Research at Harvard’s Fairbank Center for Chinese Studies; an Asia Fellow at the Harvard Kennedy School of Government; and, a member of the Harvard China Fund Academic Committee. He is Academic Leader for China real estate executive education programs at the Harvard Graduate School of Design, including the joint program with Tsinghua University for Chinese real estate leaders. He regularly teaches and lectures on China issues at Harvard.

He is a Senior Visiting Fellow and lecturer at Peking University, Law School, Center for Real Estate Law, where he also is a member of the Advisory Board and supervises the ‘RIDDELLTSENG Fellowship.’
Malcolm served as a United States delegate to the United Nations, where he represented the U.S. on the Sixth Committee (international law) and was a legal advisor to the U.S. delegation at the UN Security Council. He also served his home state of Florida as its Undersecretary of State for International Affairs.

Before RIDDELLTSENG, he was an investment banker in real estate finance at Salomon Brothers (now part of CitiGroup) in New York, and a CIA case officer in China Operations and a CIA ‘Special Operations Group’ reserve officer, at all times holding Top Secret/Codeword clearances.
Besides a juris doctor degree from Stetson University, College of Law, in his home state of Florida, and post-graduate studies at Harvard Law School’s East Asian Legal Studies Program, his other graduate work includes:
- Harvard Graduate School of Design, AMDP in Real Estate
- Columbia University, Master of International Affairs
- Harvard Business School, MBA.

Malcolm is a member of the Council on Foreign Relations.

Josh Scoville
Director of Strategic Research

Property and Portfolio Research (PPR)

Joshua Scoville, Director of Strategic Research, monitors U.S. property market trends and tailors PPR’s research to specific client strategies. These clients include large public and private pension funds, pension fund advisors, investment banks, real estate developers, foundations, and REITs. Before advising PPR’s clients, he spent five years researching property markets at the metropolitan level and two years managing PPR’s team of market analysts.

Mr. Scoville is a frequent speaker at industry gatherings, including the National Association of Real Estate Managers (NAREIM), Risk Management Association (RMA), Institute for Fiduciary Education (IFE), Strategic Research Institute (SRI), and Information Management Network (IMN). In addition, he often speaks at client-sponsored events for the clients' investors and customers and is a voting member of the Pension Real Estate Association (PREA) and member of the Urban Land Institute (ULI).
Mr. Scoville has written on a variety of topics for real estate journals and has been quoted in publications including the Wall Street Journal, National Real Estate Investor, Commercial Property News, Mortgage Banking, High Return Quarterly, Development Magazine, and Financial Planning.com. Before joining PPR, he worked at American International Group in both operations and underwriting. He received his B.A. magna cum laude in Economics and Business Management from Boston College and is a CFA charterholder.

Nathan Taft
Director of Acquisitions, Investments

Rose Companies

Mr. Taft was instrumental in the creation of the Rose Smart Growth Investment Fund I, L.P., the nation’s first fund to focus on creating value for investors through the acquisition and green transformation of existing buildings. He has led the Fund’s efforts to acquire, green and reposition portfolio properties, leveraging Jonathan Rose Companies’ longstanding experience with green building and its commitment to investment in smart growth, mass transit accessible locations.

The Fund has invested in commercial office, mixed-use, and affordable and mixed-income multifamily assets. The Fund’s first acquisition, the Vance and Sterling Buildings in Seattle, Washington’s central business district, has become a flagship for its investment principals. This asset, which consists of two adjacent 1920s office buildings located near a light rail stop, was granted LEED for Existing Buildings Gold Certification by the USGBC in 2009 for the Vance Building and was featured as a model by the National Trust’s Preservation Green Lab. Mr. Taft repositioned the asset, significantly increasing occupancy and income while creating what has been called “ground zero” for the green movement in Seattle.

Other current notable projects include the acquisition and green renovation of 198 units of 100% affordable, Section 8 apartments in historic Harlem, New York, a pilot for HUD’s Green Retrofit Program; and the acquisition and greening to LEED EB standards of an office building near Yale University in New Haven, Connecticut, financed with New Markets Tax Credits.

Mr. Taft has expertise in financing, design, construction management, marketing and leasing. He has been a featured speaker in the US and Canada on greening existing, historic buildings. His prior experience includes working for a double bottom-line private equity fund at J.P. Morgan and leading several economic and community development initiatives for Yale University. Mr. Taft is a member of Pension Real Estate Association (PREA) as well as the Urban Land Institute (ULI) where he sits on the Responsible Property Investment Council. He earned his M.B.A. from the Yale School of Management, and his B.A. in History from Yale University.

Brady Thurman
Vice President

Northwood Investors

Brady A. Thurman is a Vice President of Northwood Investors and is responsible for evaluating real estate equity and debt investment opportunities on behalf of the firm’s discretionary equity vehicles, Northwood Real Estate Partners LP and Northwood Real Estate Co-Investors LP, which combined have discretionary equity commitments of $1.25 billion. Prior to joining Northwood Investors, Mr. Thurman was a member of the acquisitions team for Deutsche Bank’s RREEF Opportunity Funds, where his primary focus was executing real estate investments on behalf of the firm’s series of discretionary investment vehicles, aggregating over $2.0 billion in equity capital. Mr. Thurman received a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania.

Jason Weissman
Founder and President

Boston Realty Advisors

Jason S. Weissman, founder and principal of Boston Realty Advisors has over thirteen years of industry experience in all aspects of real estate; residential brokerage, residential project marketing, office, retail, student housing and medical. As the principal of the organization, Mr. Weissman leads the strategic direction across all of the company’s divisions and works with corporate real estate users, developers and banking institutions. He is experienced in all aspects of the real estate development and marketing process. His firm has two regional offices in Boston, Massachusetts and New York City. He has consulted with both large international corporations and smaller regional companies. In his career, he has been the broker of record for real estate transactions in the aggregate of $1.8 Billion Dollars.
Mr. Weissman is an active broker/real estate consultant who is often sought out and quoted in regional and national publications such as the Wall Street Journal, US News & World Report, The Boston Globe, CNBC, CNN and the Bankers & Tradesman. Mr. Weissman is also a regular commentator on Boston.Com as the local authority on a variety of real estate issues. Prior to founding Boston Realty Advisors, he served as director for two local real estate firms. He is an active member of the International Council of Shopping Centers (ICSC) and the Greater Boston Real Estate Board (GBREB). Mr. Weissman is on the National Alumni Board at Curry College and holds an MBA from Babson College in Wellesley, Massachusetts.