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The Harold E. Eisenberg Foundation
2016 CAREER DAY
BIOSSite Tour Speakers - Pages 1-3
Young Guns Panelists & Moderators - Pages 5-9 Roundtable Leaders - Pages 11-40
SITE TOUR SPEAKER BIOS
The Harold E. Eisenberg Foundation
2016 CAREER DAY
Rachel GoldsteinNew Development Leasing Specialist, CA Student Living
Rachel Goldstein is a New Development Leasing Specialist with CA Student Living, where she
focuses on leasing and marketing efforts for CA Ventures' growing portfolio of student housing
developments. Since July 2016, Rachel served as Interim Property Manager for ARC at Old
Colony and Infinite Chicago, CA Student Living's two student housing properties in downtown
Chicago. As Interim Property Manager, she oversaw day-to-day operations of the properties,
including resident relations, leasing, marketing, maintenance, and financial performance.
Rachel has over 7 years of experience in student housing and began her career as a Community
Assistant at the University of Kansas. She CA in August 2015 as Property Manager for
Uncommon Madison, a student housing development near the University of Wisconsin-Madison
that opened in August 2016. Rachel graduated from the University of Kansas and holds a B.A. in
Religious Studies.
Page 1
Dan Hrankowsky Vice President of Design and Development, CA Ventures
Dan Hrankowsky is Vice President of Design and Development at CA Ventures. Dan started
with CA in 2012 after working at Hartshorne Plunkard Architecture in Chicago and Fitzsimons
Office of Architecture in Lexington, KY. Dan has a Bachelors in Architecture from the
University of Kentucky and a Masters in Architecture from the Illinois Institute of Technology.
Page 2
Magellan Development Group LLCJames A. LosikNational Marketing Director
Jim Losik, national marketing director of Magellan Development Group LLC, is responsible for coordinating the marketing activities for all of Magellan’s multifamily high-rise portfolio throughout downtown Chicago, Nashville and Miami. He is also directly involved in the marketing of Magellan’s latest condominium development, Vista Residences, a 406-unit, 97-story luxury high-rise tower which once completed will be the third tallest building in the City.
Prior to Magellan, Losik established Realty Impact, LLC in 2009, a real estate consultancy providing sales, marketing, leasing, management and work-out solutions for residential property owners, developers and lenders. These services were provided to clients located in Illinois, Minnesota and Missouri. Assignments include the sales, marketing and leasing of condominium developments located in Burr Ridge and Vernon Hills, Illinois as well as miscellaneous listings throughout the Chicago metropolitan area.
Losik is a veteran in the real estate industry, beginning his career in 1987 when he joined Draper and Kramer. Years later in 2011, he rejoined D&K as Vice President. Losik was responsible for the marketing and new business development of the condominium management division.
Losik holds a Bachelor of Science from Western Michigan University, graduating magna cum laude, and a Masters of City Planning from Southern Illinois University. Throughout his career, Losik has been licensed in Illinois, Minnesota and Missouri as a residential broker. Losik has also been a member of: the Association of Realtors (Chicago, Minneapolis, St. Louis); the American Planning Association; and the American Institute of Certified Planners. ■
225 N Columbus Dr, Suite 100 | Chicago, Illinois 60601 | MagellanDevelopment.com
Page 3
YOUNG GUNS MODERATORS & PANELISTS
BIOS
The Harold E. Eisenberg Foundation
2016 CAREER DAY
SAMUEL I. ANKIN BIOGRAPHY
Sam Ankin co-founded Northpond Partners, LLC. His primary responsibilities involve sourcing and structuring new investment opportunities, and he also serves as a member of the Investment Committee. Mr. Ankin was also a founding partner of Shiner Capital Partners, LLC, an entity that sponsored SCP Realty Fund I, LP and SCP Realty Fund II, LP. Since 2007, Mr. Ankin has led or supported the identification and analysis of more than 1,500 investment opportunities and through his leadership, he has closed on 33 investments with a gross asset value in excess of $340,000,000.
Prior to Shiner Capital, Mr. Ankin served as Development and Acquisition Manager for Shiner Group, where he was responsible for land and asset acquisitions, as well as coordinating the development of retail, office and mixed-use projects in the Chicagoland area and the Carolinas. At Shiner Group, Mr. Ankin led or supported the development of more than 12 projects consisting of approximately 1,000,000 square feet of commercial space. Before joining Shiner Group, Mr. Ankin worked at LaSalle Bank, most recently in the commercial real estate group.
Mr. Ankin graduated from the Real Estate Program at the University of Wisconsin-Madison’s Granger School of Business with Academic Distinction. Mr. Ankin is a member of the ICSC Foundation Board of Directors and the National ICSC Next Generation Leadership Board (immediate past chair). He also sits on the Board of Advisors of the James A. Graaskamp Center for Real Estate at the University of Wisconsin – Madison and is an Executive Board member of The Harold E. Eisenberg Foundation. A native of the Chicagoland area, he currently resides in Chicago with his wife Erin and their two children.
Page 5
Trisha Connolly Director | Equity, Debt & Structured Finance
200 S. Wacker Drive, Suite 2800 | Chicago, IL 60606 Direct +1 312 470 1876 Mobile +1 515 975 9202 [email protected] | cushmanwakefield.com
Professional Expertise Trisha Connolly is the manager of the Equity, Debt & Structured Finance team for the Central Region. Ms. Connolly’s 10 years of experience in commercial real estate finance includes loan restructure, term financing, syndicated credit facility, construction financing with majority of her focus on retail transactions. Trisha focuses on of business development and execution for EDSF at Cushman and Wakefield. She is responsible for integrating the EDSF group with other service lines throughout the Chicago office.
Prior to Cushman & Wakefield, Trisha spent more than five years at General Growth Properties (GGP), where she was an Associate within their Capital Markets team, focusing primarily on workouts, refinances and development financing, working on the execution of 27 transactions in 2012 alone. Also while at GGP, she was involved in the formation of a new REIT, Rouse Properties; a $1.5 billion transaction that successfully split off 31 assets from GGP to Rouse Properties, Inc. in January 2012.
Education & Affiliations Ms. Connolly received her Bachelors of Arts and Sciences from Marquette University, majoring in Political Science and Spanish. She is an active member of the Marquette Real Estate Alumni Board, Young Real Estate Professionals (YREP), Urban Land Institute, ICSC, NAOIP, and is an Associate Board member of the Harold E. Eisenberg Foundation. Major Transactions
Key Assignments
• ECA Capital• Adventus Realty• Guggenheim RE• GPT Realty• Ares Management• Aberdeen Development• CRP Partners• Camillo Properties• Jenel• Eleven Hundred, LLC• David Pisor• StreetLights Residential
Page 6
Elan Rasansky Director, RKF
Elan Rasansky joined RKF in February 2012. He specializes in retail tenant and landlord representation in Chicago. Elan has since secured high-profile lease and purchase opportunities in Chicago’s most desirable downtown retail markets on behalf of owners and national retailers. Elan has in the past advised retailers like Panera Bread and DMK Restaurants, and currently works with a variety of retailers including Adidas, Aesop, Batteries Plus Bulbs, Coyote Ugly, Earl’s Kitchen + Bar, IT’SUGAR, Marbles The Brain Store, Nothing Bundt Cakes, Rossopomodoro, Smashburger, Snarf’s, Sugar Factory, and The Gardner School.
He has also worked on behalf of property owners such as Acadia Realty Trust, Clark Street Real Estate, Crescent Heights, Friedman Properties, Jenel Management, Jupiter Realty Company, L3 Capital, Madison Capital, Newcastle Limited, Related Midwest, Troutman and Dams, The Trump Organization, Vequity and W Realty Holdings.
Most recently, Elan has represented Sugar Factory in their lease assignment of the former Seasons 52 space at 55 East Grand Avenue, and represented Jeff Mastro in bringing his new Steak 48 concept to Chicago with a 14,000 -SF, bi-level restaurant at 615 North Wabash Avenue in River North.
Elan has arranged multiple first-to-market transactions with Aesop at 1653 North Damen Avenue in Bucktown and Glaze Teriyaki at 3112 North Broadway Street in West Lakeview; he represented the tenants. Elan also represented L3 Capital on the transaction with Bareburger at 3345-55 North Lincoln Avenue in West Lakeview.
Elan arranged a 1,988-SF lease with Brown Bag Seafood at 340 East Randolph Street on behalf of Related Midwest. He also arranged a flagship 5,237-SF lease with Aurelio’s Pizza at 1212 South Michigan Avenue and a 1,500-SF lease with Lenscrafters at 908 N. State Street on behalf of Crescent Heights. He has been very active in the Fulton Market district as he recently secured Aesop’s second Chicago location at 936 W. Fulton Market, representing both the tenant and the landlord, as well as a 2,900-SF lease with Gyu-Kaku at 1364 West Randolph Street on behalf of ownership.
Elan is currently marketing several properties on behalf of owners, including 65 E. Oak Street, Trump International Hotel & Tower, Friedman Properties’ River North portfolio, Madison Capital’s Fulton Market Portfolio, 843 W. Amitage Avenue, 3345-3355 North Lincoln Avenue, 127 South State Street and a new 28,000-sf retail development on Lake Street in Oak Park.
Prior to joining RKF, he was with Baum Realty Group where he executed brokerage services for many retailers including Advance Auto Parts, Armands Pizzeria, Doctors Express, and Great Clips.
Elan is a graduate of the University of Kansas where he earned a Bachelor of Psychology degree with a Business minor and was a member of the University of Kansas Real Estate Club. He is an Illinois licensed Real Estate Broker and is an active member of the International Council of Shopping Centers.
Page 7
Andy Stein Principal, Clark Street Real Estate
Mr. Stein is involved in all aspects of leasing and development at Clark Street Real Estate just as he performed at his prior position as Vice President of Development at Joseph Freed and Associates LLC, where he was responsible for site selection, land acquisition and the entitlement process for development projects. In addition, he was involved in the selection of and the negotiation with national retailers for new developments, redevelopments and remerchandising of existing properties. Prior to joining Clark Street Development, Mr. Stein worked for the Weitzman Group/Cencor Realty in research, marketing and real estate development.
Clark Street Development is a recently formed real estate development partnership of like-minded individuals that specialize in the development of retail shopping centers throughout the United States. Founded in the fall of 2005, the principals came together cementing already established development project relationships in this new venture. Balancing the interests of the retailers, with the intensity objectives of the developer and with the community and political concerns can be a daunting task. The Clark team, through creativity, experience and objectivity, has overcome these obstacles on numerous occasions over the years. The results are properties that are easily understood and have ready appeal to the investment community.
Page 8
Aaron M. Tucker Vice President & General Counsel, Tucker Development
Aaron M. Tucker joined Tucker Development (Tucker) in January of 2015. As Vice President and General Counsel, he is responsible for both business development and legal matters involving Tucker and its affiliates.
Prior to joining Tucker, Mr. Tucker practiced law with Kirkland & Ellis LLP. At Kirkland & Ellis, Mr. Tucker focused his practice on commercial real estate including development, finance and leasing matters relating to complex real estate transactions.
Mr. Tucker received his Bachelor of Arts in International Affairs, with a concentration on International Economics, from The George Washington University and his Juris Doctorate from Chicago-Kent College of Law. Mr. Tucker is an active member of the International Council of Shopping Centers (ICSC), the Urban Land Institute (ULI) and is admitted to the Illinois Bar. Mr. Tucker is also active in several non-profits including being an Executive Committee Member of the JUF Young Real Estate Group, a Next Generation Trustee of the Washington Institute for Near East Policy, a Chicago Next Generation Board Member of the United States Holocaust Memorial Museum, and a Board Member of the Emerging Leaders Board for Mikva Challenge.
Page 9
ROUNDTABLE LEADER BIOS
The Harold E. Eisenberg Foundation
2016 CAREER DAY
Martin Becker Partner, Becker Gurian
Mr. Becker is a seasoned real estate and transaction attorney with more than 25 years of practice. His emphasis is in complex commercial real estate lease negotiations, real estate acquisitions, dispositions and development matters. He is also a member of the Village of Deerfield Planning Commission.
Becker Gurian is an aggressive law firm that provides quality expertise in complicated real estate transactions, including the acquisition, sale, development, construction, leasing and financing of commercial, industrial, and residential property. They have extensive experience in a broad range of real estate projects including shopping centers, office buildings, and custom home residential developments, condominium conversions and troubled debt restructuring.
Page 11
Doug Bober Division President, Lennar Multifamily Communities
Mr. Bober serves as Division President for LMC’s Midwest Division with a focus on the Chicago market and plans for future expansion throughout the Midwest. He comes from Lennar, where he served as Division President of the Chicago division. During his tenure at Lennar, Doug was responsible for all operations in the Chicago Market. Mr. Bober has an extensive background in the acquisition, entitlement, and construction of residential communities, including single family, mid-rise, and high-rise construction. Prior to Lennar, he held various roles at Pulte Group, a leading national homebuilder.
Page 12
Peter Borzak Principal, Pine Tree Commercial Realty
College: George Washington University
Professional Experience: Balcor Company 1984-1987 First Dearborn Properties 1987-1990 Plymouth Court Properties 1990-1995 Pine Tree Commercial Realty 1995-Present
Aggregate Pine Tree Portfolio: 91 Shopping Centers, $1.1 Billion
Organizations: Big Brothers/Big Sisters of Chicago (Mentor) YPO (Real Estate Network Chair 2012-2014) ICSC ULI NAREIM Deerfield AYSO Deerfield Youth Baseball Association
Boards: Big Brothers Big Sisters of Chicago Standard Club of Chicago Harold Eisenberg Foundation George Washington University Center for Real Estate Advisory Board Marquette University Center for Real Estate Advisory Board Deerfield Park Foundation
Page 13
Russell Brenner Partner, Stage Equity Partners
Russell Brenner, Partner, brings over nineteen years of commercial real estate experience to Stage, with a background in office and retail investment, leasing and finance. At Stage, Russell is responsible for all aspects of new business development, including sourcing new investment opportunities and developing new capital relationships. Prior to joining Stage, Russell was a Senior Principal and member of the management committee at a Chicago-based, real estate private equity firm where he oversaw the investment sales team and led fundraising efforts for each of the firm’s investment platforms. While at the firm, Russell spurred the company’s acquisition of over $800 Million of commercial real estate assets around the country. Russell began his real estate career in 1996 as an office tenant representative broker at Goldie B. Wolfe & Co / Insignia ESG (now CBRE) which specialized in CBD and suburban office leasing for multi-national law firms and Fortune 100 Companies. Russell holds a Bachelor of Arts Degree with honors from Tufts University in Medford, Massachusetts. Russell is active in an array of philanthropic organizations. Most notably, Russell is the immediate past Chairman, and currently sits on the Board of Directors, of the Inner-City Education Program, and is a Vice-Chairman of JUF’s Real Estate and Building Division Committee.
A lifelong ice hockey player, Russell, his wife and two young children live on Chicago’s North Side.
Page 14
Todd M. Caruso Senior Managing Director, CBRE
PROFESSIONAL EXPERIENCE Todd M. Caruso is the Senior Managing Director leading CBRE’s Retail Owner/Agency Practice in the Americas. He is committed to providing retail portfolio ownership access to all of CBRE’s service lines focused on increasing value and meeting client needs. Having been exposed to many types of retail properties, Mr. Caruso works closely with service line leaders in Brokerage, Asset Services, Capital Markets and Valuation to create “go to” Integrated Retail Teams to address individual asset needs. Mr. Caruso’s previous experience includes Retail Sales and Leasing, managing two of the company’s Chicago offices and Midwest Regional Retail responsibilities. In these roles his responsibilities included business development, revenue/expense, hiring and training.
ACHIEVEMENTS • Larry Perrish Leadership Award, CBRE• Two-time Recipient of CBRE Chairman Award, CBRE• Managed #1 office nationally in CBRE• Top Retail Professional, Washington D.C. Metro• Graduate University of Shopping Centers (ICSC)• Graduate and Instruction Professional Selling Skills III (Xerox Learning Systems)• Honorary Illini, University of Illinois, Real Estate Instruction
Page 15
Rand Diamond Principal, GlenStar Properties, LLC
Rand Diamond is a Principal and founding member of GlenStar Properties, LLC. At GlenStar, Mr. Diamond heads the firm’s asset management company, is a member of the investment committee, and shares responsibility for new acquisitions, dispositions and project financing. Over the past 30 years, Rand has negotiated more than $2 billion in real estate transactions and secured in excess of $500 million in financing for new developments and renovations. Mr. Diamond is a graduate of the University of Illinois.
GlenStar is a Chicago-based commercial real estate investment and development firm engaged in new development as well as in property investment, leasing and management services. Over the past decade, GlenStar has acquired over 5 million square feet of office properties as well as developed office, retail, residential and medical building assets located throughout the Greater Metropolitan Chicago Area.
Page 16
Lynn Dubajic Executive Director, Yorkville Economic Development Corporation
Ms. Dubajic is the Executive Director of the Yorkville Economic Development Corporation, with over 6 years experience in economic development. Her expertise includes business district development, marketing analysis, as well as strategic and community planning. Ms. Dubajic is also responsible for providing outreach to the existing businesses in the community to tend to their economic health, develop an adequate workforce, provide training options and assist with business expansion, redevelopment and retention in Yorkville.
With over 42,000 square miles in Yorkville’s planning area, the United City of Yorkville is experiencing substantial growth. The intersections of State Highways 34, 47, 71 and 126, plus access to I-88 to the north, I-80 to the south, and I-55 to the east, have made Yorkville, located on the beautiful Fox River, an ideal location for development. Yorkville is located 45 miles west of Chicago, and is the seat of Kendall County, the second fastest growing county in the nation. The City of Yorkville has developed a reputation as a pro-business community, focused on the growth of commercial, residential and industrial development.
Page 17
Norris R. Eber President, Abbell Associates
Norris Eber is the President of Abbell Associates and oversees all acquisitions and dispositions; asset management; investor relations; and strategic partnerships for Abbell. Prior to Abbell, Norris was EVP of Assets and Acquisitions at Joseph Freed & Associates. Before Joseph Freed Norris was SVP of Asset Management and Acquisitions for Tucker Properties. Mr. Eber serves on the International Council of Shopping Centers’ Open Air Center Committee, ICSC Education Advisory Committee and the ICSC Foundation as a member of the Board of Directors. He is a past ICSC Central Division VP, ICSC Trustee and State Director for Illinois.
Abbell Associates is a 70-year old private real estate acquisition, management and development company currently specializing in both enclosed and open-air retail and office projects. Based in the Midwest, Abbell Associates is focused on unlocking the hidden value in retail centers and office buildings through innovative leasing, management and re-development strategies with over 2.5 million square feet of ground up development as well as redevelopment of existing shopping centers has been successfully undertaken in recent years.
Page 18
Peter Eisenberg Principal, Clark Street Real Estate
Peter Eisenberg is a Principal of Clark Street Real Estate. Clark Street acquires, develops, redevelops, leases, and owns commercial real estate in the United States and abroad. The company’s primary focus is the development and redevelopment of retail shopping centers and single tenant buildings. Clark Street also has significant experience in mixed-use, industrial, and land development.
In addition to his responsibilities at Clark Street, Mr. Eisenberg is actively involved in the International Council of Shopping Centers, serving on the ICSC Foundation Board of Directors and on the Illinois State Committee. He is a Co-Founder and an Emeritus Member of ICSC’s Next Generation National Advisory Group as well. Mr. Eisenberg passionately supports The Harold E. Eisenberg Foundation serving as President and a Founding Board Member. The Harold E. Eisenberg Foundation funds gastrointestinal cancer research at Northwestern University and provides scholarships, mentoring opportunities, and several real estate education related programs to undergraduate and graduate level students throughout the Midwest.
Mr. Eisenberg graduated from the University of Wisconsin-Madison with a Bachelor of Arts degree in Political Science. He also earned a Juris Doctorate degree as well as an LL.M. in Real Estate Law with honors from The John Marshall Law School in Chicago where he serves on the Advisory Board for the Center of Real Estate Law.
Page 19
Michael FitzgeraldPrincipal, OKW Architects
Mr. Michael Fitzgerald is a Principal of Chicago-based OKW Architects, providing architectural, interior design, landscape architecture and land planning services for a broad range of clients and markets. As Director of Architecture, Mike leads the design efforts of the 45 person firm and is recognized for his ability to quickly develop thoughtful and creative design concepts. With over 25 years of experience, Mike is a leader and mentor within the OKW office, bringing a high-level of design commitment and quality in translating client objectives into successful, thoughtful solutions.
As a design partner, Mike has successfully led the design effort on projects ranging from mixed-use student apartment buildings at Illinois State University to the TD Ameritrade office in suburban Northbrook. He is an outstanding planner and strategic thinker who never loses sight of the details. This skill set combined with OKW’s collaborative approach allows Mike to serve large and small projects with equal attention, whether master planning a corporate campus or designing conference room millwork.
Mike’s passion for all things architecture spans outside the walls of OKW as he regularly provides engaging lectures on planning and architecture to communities and organizations throughout Chicagoland, and at his Alma Mater, the University of Notre Dame. Projects currently on his board include Clark Street Real Estate’s revitalization of Portage Park’s Six Corners, the restoration and renovation of Lake Forest’s historic Market Square, Oak Park and Westmoreland Country Clubs, and a pair of custom homes in Chicago’s North Shore.
Page 20
BENJAMIN W. GREAZEL
Senior Managing Director
Newmark Grubb Knight Frank
500 W. Monroe St., Suite 2900
Chicago, IL 60661
T 312.224.3241
F 312.423.5440
Years of Experience
15 Years
Areas of Specialization
Retail
Parking
Hospitality
Professional Background or Career Summary
Mr. Ben W. Greazel joined Newmark Grubb Knight Frank (“NGKF”) in
2012, as Managing Director of its Real Estate Finance Group. NGKF
is the worldwide real estate services platform of BGC Partners, Inc.
(NASDAQ: BGCP). BGC Partners is a leading global provider of
financial products and real estate services. Prior to joining BGC Real
Estate Capital Partners, Mr. Greazel served as senior vice president of
Grubb & Ellis Company, A commercial real estate services and
investment company, formerly listed on the NYSE. Prior to joining
Grubb & Ellis, Mr. Greazel was a Director at Cohen Financial, a
nationally recognized mortgage banking firm.
Prior to joining Cohen Financial, Ben served as a leasing broker with
Equis Corporation in Chicago, Illinois.
Professional Achievements / Affiliations
Mr. Greazel is a member of the International Council of Shopping
Centers (the “ICSC”) and the Illinois State Committee/Government
Relations Committee Chairperson/GR Economic Subcommittee and
serves as an Executive Board Member and Mentor for The Harold E.
Eisenberg Foundation, one of the nation’s largest private organizations
committed to gastrointestinal cancer research
Education
Mr. Greazel has a BA in Economics from the University of Iowa (Iowa
City)
1.59h x 1.39w
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Page 21
Liz Holland Chief Executive Officer, Abbell Associates
Liz Holland is the Chief Executive Officer of Abbell Credit Corporation and Abbell Associates, a seventy-year old private real estate acquisition, development and management company with an approximately 3.5 million/sf portfolio, comprised of shopping center, office, and enclosed mall properties. She is responsible for overseeing all business and legal matters, including development, financing, leasing, capital improvements, and investor and tenant relations. During her tenure with Abbell, she has overseen the redevelopment and re-positioning of the entire 3.5 million square foot portfolio of projects, including the creation of public/private partnerships; brownfield remediation; and multiple anchor store replacements and relocations. Liz is active in the International Council of Shopping Centers, currently serving as the first Vice Chairman of the Council (2015-2016) and a Member of the Board of Trustees.
Prior to joining Abbell, Liz was a Senior Staff Attorney with the National Bankruptcy Review Commission, a Congressional commission charged with making recommendations to the Bankruptcy Code. Previously, she was a restructuring and business reorganization attorney with the law firm of Skadden, Arps, Slate, Meagher & Flom in New York. Prior to becoming an attorney, Liz was a fixed income portfolio manager at Brown, Brothers Harriman & Co, in New York. She is admitted to the Bar in New York and Illinois.
Liz is a frequent speaker and contributor to publications focusing on retail real estate. She is active on a number of non-profit boards, including Lighthouse Academies, Uptown United, and 1,000 Friends of Iowa.
Page 22
Brian HowardFounder & President, Stage Equity Partners
Brian Howard is the Founder and President of Stage Equity Partners, LLC, a Chicago-based, healthcare real estate investment and development company. Brian is responsible for managing all company transactions and developing and maintaining excellent relationships with partners, tenants, investors, lenders, architects and contractors. Brian has over sixteen years of experience in commercial real estate investment, development and law, with a specialty in the healthcare industry. Brian understands both the uniqueness and complexities of medical real estate, including the nuances of medical facility design, construction, tenant adjacencies, technology, efficiency concerns, Stark law and property management.
Prior to founding Stage, Brian was Vice President of Development for a national real estate company which developed ambulatory care facilities and medical office buildings for healthcare systems, hospitals and physician groups. Further, Brian was formerly the General Counsel for a national real estate development and brokerage company, where he oversaw all legal aspects of the company. At the onset of his career, Brian was an attorney with the real estate group of one of Chicago’s largest law firms. Brian is a graduate of the University of Michigan Law School and holds a bachelor’s degree, with distinction, in political science from the University of Michigan.
Brian is actively involved in many civic and charitable causes, including a board member of Friends of Sinai Children, which supports the Children’s Hospital at Mount Sinai Hospital in Chicago and a board member of the Anti-Defamation League, Midwest Chapter. He lives in suburban Chicago with his wife and two young children.
Page 23
Alfred M. Klairmont President, Imperial Realty Company
HEEF Mentor Program Chair
Since 1978, Mr. Klairmont has been involved hands-on in the process of finding, buying, rehabbing, leasing, managing and maintaining commercial properties. Mr. Klairmont directs a staff of 30 professionals who are geared to offer “tender loving care” to all operations of property ownership. Fast-paced decision-making, ranging from large to small, is a constant. Mr. Klairmont is Chairman of the Harold E. Eisenberg Foundation Mentor Program.
Imperial Realty Company has built a portfolio of over 70 retail, office and industrial properties containing over 10 million square feet. Most acquisitions were purchased as distressed properties and have been subsequently guided to success through rehabilitation and repositioning to meet the needs of the respective marketplaces. The firm’s in-house departments include legal, architectural, space planning, brokerage, leasing, management and maintenance.
Page 24
James W. Loarie Principal, Oxford Real Estate Equities
Jim Loarie is a co-founder and principal of Oxford Real Estate Equities where he sources acquisition opportunities and leads tenant relationships.
Since joining Bob Brownson in 1994 at Rubloff Development Group, Mr. Loarie has been involved in all aspects of the retail development business, with a particular focus on creating new business and joint-venture relationships; investigating new markets for development; and acquiring shopping centers for repositioning or development.
During his 13 year tenure as a project partner with Rubloff Development Group, Mr. Loarie was responsible for the acquisition, leasing, and development of eight million square feet of retail shopping space. In this role, he managed and coordinated site acquisition and anchor-tenant leasing and sales for sites throughout the country.
Mr. Loarie received his BA in Business from the University of Kansas and is a licensed real estate salesperson in the state of Illinois.
Page 25
John Lockerby Village Manager, Village of Skokie, Illinois
John Lockerby was appointed the Village Manager of Skokie, IL in January, 2014. Prior to this appointment he served as the Assistant Village Manager of Skokie. He has worked in local government administration for nearly 20 years, including the Village of Skokie, Village of Woodridge and City of McHenry. He has earned the designation of Credentialed Manager from the International City/County Management Association. Mr. Lockerby holds a Master of Public Administration degree from Northern Illinois University and a Bachelor Degree in Human Services from Virginia Wesleyan College. Mr. Lockerby currently serves as the President of the Skokie Valley Kiwanis Club.
Page 26
David D. Low Jr. Vice President Development & Construction, Clark Street Real Estate
With over 30 years experience in Construction and Development, Clark Street Real Estate added David D. Low, Jr. to their team as a principal and Vice President of Construction to start 2008. His project experience includes major commercial renovations, mixed use, retail repositioning and redevelopment, theater complexes, restaurants, industrial uses, medical office buildings, and large site developments. Mr. Low’s expertise in construction and development includes construction of retail projects in over 24 states, and this expertise will lead to the implementation of Clark Street’s projects.
As a Senior Project Manager at Equity Properties and Development LP, Mr. Low focused on major shopping center renovations, expansions, capital expenditures and tenant deals. These projects included Ford City Shopping Center, Ford City East & West (Chicago), Monmouth Mall (Eatontown, New Jersey). 2 North Riverside Concourse (Chicago), Sandberg Mall (Galesburg, IL), Spring Mall (Greenfield, WI), Auburn Mall (Auburn, ME), Regency Mall (Florence, SC), Regency Square Mall (Florence, AL) Mall at 163 Street (N. Miami, FL), Glendale Mall (Indianapolis, IN), Adrian Mall (Adrian, MI), and Lexington Mall (Lexington, KY).
With the disposition of Equity’s properties in 1997, Mr. Low joined Leopardo Construction as a Project Executive. His team of project managers, estimators, and superintendents successfully completed hundreds of projects in the Chicago-Midwest area, including the renovation of the Century Shopping Centre (Chicago), which added a Landmark Century Theatre; Store roll-out programs for Washington Mutual, Trader Joes, CVS Pharmacy, National City Bank; University Crossings Shopping Center (Mishawaka, IN); Poplar Creek Crossing and Prairie Stone Crossing (Hoffman Estates, IL); The Phoenix at Uptown Square (Chicago, IL); Cineplex/ICE Cinemas (Chicago, IL); LaGrange Crossings East & West (LaGrange, IL); The Home Depot (Lake Zurich, IL); Cypress Equities Developments (Merrillville, IN & Gurnee, IL); many restaurants, and numerous preconstruction projects.
Mr. Low earned his Bachelor of Science in Construction Technology and an Associates degree in Architectural Technology from Purdue University in 1978.
Page 27
Ryan McBrideVice President of Development, Lennar Multifamily Communities
Ryan McBride serves as Vice President of Development for Lennar Multifamily Communities' Central Division, with a focus on the Greater Chicagoland area. Ryan oversees the development and construction pipeline in the Chicago area, with nearly 1200 units completed or under construction. Prior to joining LMC in 2012, Ryan worked for the Mixed Use Development group at Southern Land Company in Nashville, TN on various multifamily, retail and office developments in the region. Ryan earned an MBA from the Owen Graduate School of Management at Vanderbilt University through the Executive MBA program, with concentrations in Finance and Strategy.
Page 28
Barry Millman President, Horizon Realty Services
HEEF Speaker Series Chairman
Barry Millman was born and raised in Chicago. He received a BA in Public Administration from the University of Wisconsin and Masters in Health Care Administration and Law from Saint Louis University. He entered the practice of Hospital Administration and rose to COO of Saint Mary of Nazareth Health Center in Chicago, which included acting as the Real Estate Developer for a 473 Bed Hospital .
Ready for a new career he opened with his wife a high end retail boutique in Glencoe, Illinois in 1981 which grew to 7,000 sf. The store was quite successful and during that time he became friendly with many local Shopping Center developers. Upon the sale of the Business in 1991 he joined Craig Steven Development as a Leasing agent with responsibility for several properties on the North Shore.
Once the properties were fully leased he moved on to the Childs Realty Group in Arlington Heights as a Senior Broker for a large number of 3rd party managed and leased properties. In the year 2000 he and his partner, Stuart Lenhoff, purchased the company and became the principals of the newly named Horizon Realty Services.
He is now responsible indirectly and directly for the Leasing of 120 properties, multi and single tenant and the management of 1,300,000 sf of retail space in 29 properties.
He is a member of the International Council of Shopping Centers and recognized in the community as a Leasing Specialist. He also the Chairman of the Speakers Program for the Harold E. Eisenberg Foundation and where he coordinates a group of 40 professionals who volunteer their time speaking to University Real Estate Programs thoughout the Midwest. He has lectured extensively at many local Universities. He is also a member of the Executive Committee of the Harold E. Eisenberg Foundation .
Horizon employs 12 people and has offices located in Buffalo Grove.
Millman resides with his wife in Northfield and is the father of three.
Page 29
Lawrence Much Executive Vice President | Principal, NAI Hiffman
Lawrence R. Much is an Executive Vice President and founding Principal of NAI Hiffman. Larry specializes in industrial real estate including building sales, tenant representation, corporate relocation, build-to-suit analysis and consulting. Larry has negotiated lease agreements and purchase/sale contracts for warehouses, manufacturing plants, office buildings and vacant land across the country since 1987.
Education Drake University Bachelor of Arts, Sociology
Background & Experience Larry has completed over 350 transactions ranging in size from 10,000 square feet to 700,000 square feet with a value in excess of $850,000,000. His clients include; CenterPoint Properties, CR Laurence, D&H Distributing, IRIS USA, KTR Capital Partners, Madison Partners, Midas International, The Missner Group, Opus North Corporation, Public Storage and Ridge Property Trust.
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Randy Perryman Senior Vice President, MB Financial Bank, N.A.
Randy Perryman has been focused on commercial real estate for more than 3 decades. He was a senior appraiser with several national firms including CBRE and Cushman & Wakefield where he specialized in the valuation of high-profile, institutional-quality real estate assets throughout the United States and was an adjunct faculty member at McHenry County College where he taught all required coursework for appraisal licensure/certification in the State of Illinois. Mr. Perryman has also served in various lending capacities, both as a correspondent mortgage banker with Mid-North Financial Services (now Draper & Kramer) and as a direct lender with First Bank Illinois and, for the last 9 years, with MB Financial Bank, one of the largest commercial lending institutions headquartered in the Chicago area. At MB, Mr. Perryman has served in number of CRE-focused roles ranging from CRE Lending Division Manager (twice), to being one of the founding members of the Acquired Assets Group (which was responsible acquiring 6 failing banks in the Chicago area), to Manager of the CRE Work-Out Group, to his current role as Senior Vice President and Manager in the CRE Field Credit Group.
Mr. Perryman graduated from Northern Illinois University with a Bachelor of Science degree in Finance and is a former President of the Chicago Real Estate Council.
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Guy Ponticiello Managing Director, CBRE
Corporate Capital Markets and Net Leasing Group
Career Summary Mr. Ponticiello recently joined CBRE’s Corporate Capital Markets and Net Lease Property Group in the Americas as Managing Director. CBRE’s Corporate Capital Markets team provides advice, qualitative and quantitative analysis, and execution for alternative capital solutions for corporately owned and occupied real estate. CBRE’s Net Lease Property Group advises institutions, private equity firms, REITs, developers and investors in all facets of single-tenant net-leased properties. Based in Chicago, Mr. Ponticiello will become the group’s national practice leader.
Mr. Ponticiello has nearly 20 years of real estate transaction experience (last 14 years at Jones Lang LaSalle) serving corporations, institutional investors, financial institutions and developer clients and has sold in excess of $5 billion of real estate assets during his career. A significant component of Mr. Ponticiello’s transaction sales expertise stems from sale leaseback, build-to-suit developments, net lease investment sales, acquisitions and corporate surplus dispositions throughout the US and Mexico.
Prior to working at CBRE and Jones Lang LaSalle, Mr. Ponticiello was a vice president with a national real estate marketing firm, which specialized in sealed bid sales for both public sector and corporate clients. He spent 2 years working for Mexico’s top financial institutions, living in Mexico City, helping them dispose of hundreds of millions in real estate assets resulting from defaults following Mexico’s peso devaluation in 1994. His duties included business development and project management for major corporate and institutional clients.
Education and Affiliations Mr. Ponticiello holds an MBA from Northwestern University’s J.L. Kellogg Graduate School of Management and a Bachelors of Fine Arts in Philosophy from DePaul University. Mr. Ponticiello is a licensed real estate broker in the State of Illinois and a member of the International Council of Shopping Centers and Urban Land Institute.
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EJ Sansone Transaction Analyst, JES Holdings
E.J. Sansone holds a Bachelor’s degree in Business Administration and a Law degree from the University of Missouri. His primary role with JES is in the transactions/closing department, where he is responsible for closing real estate transactions involving state and federal tax credits. In addition to closing the company’s transactions, EJ also provides consultation on a wide variety of legal matters that arise throughout the company’s course of business.
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William A. Shiner Founder and CEO, The Shiner Group
William A. Shiner graduated with a finance degree from the University of Illinois in 1977 and is a CPA. He received his J.D. from Kent College of Law in 1984.
The Shiner Group (formally Mid-Northern Equities, Ltd.) was founded in 1983 for the purpose of acquiring and developing real estate in the Midwest. The company, with Mr. Shiner acting as principal, has developed and owned over 4. 4 million square feet of retail, 100,000 square feet of office, and has acquired over 400 acres of land for development.
Mr. Shiner has completed projects in Illinois, Indiana, Ohio and California. The Shiner Group is looking to expand into North Carolina.
From 1997 thru 2005, Mr. Shiner served on the Wilmette District #37 School Board, the last four years as President. He is active in many charitable endeavors, including University of Illinois Foundation, Children’s Memorial Hospital, MS Society among others. He resides with his wife, Jackie and their children, Meredith and Sam.
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Marlon Stone President & CEO, Stone North America, LLC
With over 20 years of experience representing national retailers, Marlon Stone has expert market knowledge and substantial participation into the tenant-specific approval process by coordinating the strategic planning, LOI negotiation, site packaging, and deal presentation to corporate real estate committees. Mr. Stone has represented significant retail programs during his career including: Kohl’s Department Store, Saks Fifth Avenue Off 5th, Cost Plus World Market, DSW, Shoe Carnival, Mattress Firm, The Vitamin Shoppe, Uncle Julio’s, Banco Popular, Party City, Carters, Road Runner Sports, Timberland, and Under Armour.
Marlon Stone’s brokerage career has been distinguished by his versatility and high production in the core disciplines of multi-state tenant representation, institutional product leasing and land assemblage. Career highlights include: Stone’s authoring and executing Mattress Firm’s entry plan into Minneapolis and Chicago, resulting in over 100 lease transactions facilitating the company’s ultimate acquisition of competing brands, Sleepy’s and Bedding Experts; Exclusively representing Shoe Carnival in over 50 lease transactions throughout the Midwest; Completing 25 Midwestern Vitamin Shoppe leases; Negotiating 10 DSW leases; and exclusively representing Saks Fifth Avenue Off 5th as the company entered The Village Square of Northbrook, Northbrook, IL, Mayfair Collection, Wauwatosa, WI, and Hunter’s Square, Farmington Hills, MI. Additionally, Mr. Stone represented Midland Atlantic Properties in delivering Phase I of Rushmore Crossing, Rapid City, SD, 100% occupied having negotiated 400,000 square feet of leases.
Most recently, Marlon Stone provided land assemblage and consulting services to Davie, FL based One Corporation, in the acquisition, remediation, and adaptive reuse by converting a former Exxon Mobile into Chipotle and AT&T on the pad of The Plaza at King of Prussia, King of Prussia, PA. Marlon Stone is a 20 year member of the International Council of Shopping Centers (ICSC) and an Executive Board Member of the Harold E. Eisenberg Foundation. Marlon serves as an annual guest lecturer at the University of Illinois College of Business teaching the discipline of Retail Tenant Representation. Marlon Stone received an undergraduate degree from the University of Michigan’s School of Literature, Science and the Arts.
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Mike StreitPrincipal/Director of Leasing, ARCORE Real Estate Group
In 2012 Mike joined ARCORE Real Estate Group to lead their landlord representation division. Over the last 16 years, Mike has assisted national, regional and local owners with comprehensive market analysis and real estate marketing, leasing, and dispositions throughout the Midwest. Presently, Mike and his team are working as the broker and advisor for Ramco Gershenson, The Fidelity Group, Kite Realty, Jewel Osco, Westwood Financial, The Bond Companies, The Taxman Corporation, White Castle and more.
Specialties: Retail landlord representation, shopping center leasing, outlot sales, surplus property disposition.
Education: Illinois Wesleyan University: Bachelor of Arts
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Tony Timmerman Strategic Development Manager, Affordable Equity Partners, Inc.
Tony Timmerman, Strategic Development Manager for Affordable Equity Partners, Inc. (AEP), began as an intern in May 2013, working with the Underwriting, Transactions, and Asset Management departments. In May of 2014, he came on full-time as an Underwriter within the Acquisitions & Development team for AEP.
The Acquisitions & Development team helps originate investment opportunities and manages key developer relationships that AEP maintains through the United States. Timmerman and his team are responsible for analyzing acquisition cost, pre-acquisition due diligence and underwriting.
Tony graduated from the University of Missouri with a Master of Business Administration degree, with an emphasis on Finance in 2014, and a Bachelor of Science in Industrial Engineering in 2012.
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Steven D. Weinstock Vice President / Regional Manager, Marcus & Millichap
Mr. Weinstock is Vice President / Regional Manager of the Chicago Oak Brook office of Marcus & Millichap. Mr. Weinstock initially joined the Detroit office of Marcus & Millichap in April 2001 where he was Vice President Investments as well as Director of the National Multi Housing Group and Member of the National Self-Storage Group.
With over $500,000,000 in closed investment sale transactions, Steven earned multiple agent awards for productivity and results. In 2008, Steven realized he wanted to share his experience and help others achieve their goals and became Sales Manager for the Cincinnati and Columbus offices. In 2009, Steven was promoted to Regional Manager of the Chicago Oak Brook office and was elected as Vice President in 2012.
Since 1971, Marcus & Millichap Real Estate Investment Brokerage Company has been the premier provider of investment real estate brokerage services. The foundation of their investment brokerage services is their depth of local market knowledge. Their history of maintaining investor relationships in local markets enables them to be the best information source and transaction service provider nationally. In 2011, Marcus & Millichap closed 5,085 investment transactions totaling in excess of $17 billion for private and institutional investors.
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Christian WilliamsSenior Vice President, CBRE
Christian Williams is a partner in the National Retail Investment Group's Chicago team, focusing on retail investment sales. The team is recognized as CBRE's leading national retail investment team, representing a diverse set of clients ranging from REITs and pension fund advisors to private investors and developers. Since 2007, Mr. Williams and his team completed over 340 transactions valued in excess of $6.5 billion.
Mr. Williams joined the team in 2003 as a Senior Financial Analyst and was responsible for coordinating all financial due diligence and underwriting. His responsibilities included financial analysis, assisting in the due diligence and marketing process, and preparation of marketing materials. Mr. Williams led the financial underwriting in over 115 completed transactions with a total value of over $2 billion.
Mr. Williams' career with CBRE began in February 2002 as a financial analyst with the Financial Consulting Group. Focusing on institutional-grade retail, office, industrial and multi-family investment properties, he also supported Corporate Service professionals by recommending appropriate leasing strategies. Prior to joining CBRE, Mr. Williams was a consultant with Deloitte & Touche in their Real Estate Solutions group.
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Kevin J. Wolfberg Partner, Schain Banks
Kevin Wolfberg is a partner with Schain, Burney, Banks & Kenny, Ltd. where he practices in the areas of government relations, state and local taxation, land use, zoning, economic incentives and municipal law.
Mr. Wolfberg represents developers, land owners and Illinois municipalities in all aspects of land use, zoning and economic incentives. He also represents a wide range of corporate and individual clients on state and local tax matters including sales tax planning, audit assistance, identifying and securing sales tax overpayments and nexus and exposure studies.
Prior to joining the firm, Mr. Wolfberg served as a Multistate Tax Manager for a big four accounting firm and has been involved in state and local taxes since 1995. While in public accounting, he resolved clients’ tax controversies with various state, county and municipal governments and specialized in the real estate and construction industries.
Mr. Wolfberg co-authored the "Sales and Use Tax" Chapter in the 2004 Illinois Institute for Continuing Legal Education handbook on Illinois State and Local Taxation. As an Adjunct Professor at the John Marshall Law School, he teaches State and Local Taxation and is a frequent speaker on sales and use tax issues.
Practice areas: Government relations, state and local taxation, land use, zoning, economic incentives and municipal law
Education: LLM, Taxation, 1999, The John Marshall Law School JD, 1999, The John Marshall Law School BA, 1994, Indiana University Bloomington
Bar Admissions: Illinois
Professional Affiliations: Illinois Bar Association Chicago Bar Association Chicagoland Chamber of Commerce International Council of Shopping Centers Taxpayers Federation of Illinois
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