Dave Bragg

Co-Head of Strategic Research - Green Street

Dave is Co-Head of Strategic Research at Green Street, the preeminent provider of actionable commercial real estate research, news, data, analytics, and advisory services in the United States and Europe. His research informs property investors’ decision-making process across real estate sectors and metro areas in the public and private markets. Frequent themes of Dave’s research reports include valuation, performance measurement, capital flows, sector and market selection, demographics, policy, and technological disruptors. He also focuses on REIT-specific themes such as capital allocation, balance sheet management, and corporate governance. Dave regularly meets with Green Street’s top clients, including leading global institutional investors, investment banks, brokers, and commercial property owners. A frequent speaker at real estate industry conferences, Dave is a member of the Urban Land Institute (ULI) - serving as Chair of the Technology and Real Estate Council. Dave is also a member of the National Association of Real Estate Investment Trusts (Nareit), the Pension Real Estate Association (PREA), the Association of Foreign Investors in Real Estate (AFIRE), and the National Multifamily Housing Council (NMHC). Previously, he led Green Street’s residential research team, covering the apartment, single-family rental, student housing, manufactured housing, and self-storage sectors. Prior to joining Green Street in 2013, Dave developed and led the REIT research effort at Zelman & Associates. Before that, he was a member of Institutional Investor’s top-ranked REIT research team at ISI Group and Merrill Lynch. Dave earned a Master’s in Accounting from the University of North Carolina at Chapel Hill, a Master’s in International Business from the University of Florida, and a Bachelor of Arts in International Relations from Tufts University.
 

Erin Browne

Managing Director and Portfolio Manager - PIMCO

Erin Browne is a managing director and portfolio manager in the Newport Beach office, focusing on asset allocation strategies. In her role, she manages PIMCO's multi-asset strategies and has served as a rotating member of the Investment Committee. Prior to joining PIMCO in 2018, Ms. Browne was a managing director and head of asset allocation at UBS Asset Management, helping to drive the firm's macro research, capital market assumptions, tactical asset allocation, and strategic asset allocation views across asset classes. Previously, she was head of macro investments at UBS O'Connor, a multi-strategy hedge fund manager, and a global macro portfolio manager at Point72 Asset Management. Ms. Browne has also held roles at Citigroup, Moore Capital Management and Neuberger Berman, and she began her career at Lehman Brothers. She has 18 years of investment experience and holds a bachelor's degree in economics from Georgetown University.
 

 

Jan Brzeski

Managing Director & CIO  - Arixa Capital

Jan Brzeski is the Managing Director and Chief Investment Officer of Arixa Capital and Crosswind Financial, which together are among California's leading private real estate lenders. Mr. Brzeski founded Arixa Capital in 2006 and has participated in more than 900 real estate transactions, ranging in value from $100,000 to over $20 million per transaction, including more than 800 transactions in co-mingled discretionary investment funds operated by Arixa or Crosswind. Prior to forming Arixa Capital, Mr. Brzeski was Vice President of Acquisitions at Standard Management Company, a private commercial real estate investment firm. Mr. Brzeski holds a B.A. in physics from Dartmouth College and an M.A. in economics (PPE) from Oxford University.

 

 

Matthew Bloomfield

Managing Director & Portfolio Manager - Palmer Square Capital Management

Matt is the Loan and US CLO Portfolio Manager and has key responsibilities for all of Palmer Square’s leveraged loan product offerings. He is also a member of both the US and European CLO investment committees, as well as the Firm’s private BDC investment committee. Prior to relocating to Kansas City, Matt worked for over seven years at Golub Capital in Chicago, most recently as an Associate Portfolio Manager within the Broadly Syndicated Loan Group where he focused on investing in leveraged loans via collateralized loan obligation vehicles and separate accounts. Prior to joining Golub Capital, Matt worked for three years for Giuliani Capital Advisors in Chicago as an Analyst and subsequently Associate in the Investment Banking Group where he focused on special situations and restructuring advisory mandates.

Matt earned an MBA in Finance from Northwestern University’s Kellogg School of Management, as well as a BS and BGS in Business Administration and Economics, respectively, from the University of Kansas.

 

James Carville

Political Icon

James “The Ragin’ Cajun” Carville is America’s best-known political consultant. His long list of electoral successes evidences a knack for steering overlooked campaigns to unexpected landslide victories and for re-making political underdogs into upset winners.

His winning streak began in 1986, when he managed the gubernatorial victory of Robert Casey in Pennsylvania. In 1987, Carville helped guide Wallace Wilkinson to the governor’s seat in Kentucky. Carville continued his winning streak with a win in New Jersey with Frank Lautenberg elected to the US Senate. He next managed the successful 1990 gubernatorial campaign of Georgia’s Lieutenant Governor Zell Miller, including a tough primary win over Atlanta mayor Andrew Young, and in 1991, Carville – who had already become prominent in many political circles – drew national attention when he led Senator Harris Wofford from 40 points behind in the polls to an upset landslide victory over former Pennsylvania Governor and U.S. Attorney General Richard Thornburgh. But his most prominent victory was in 1992 when he helped William Jefferson Clinton win the Presidency.

In recent years, Carville has not been a paid political consultant for many domestic politicians or candidates, instead focusing on campaigns in more than 23 countries around the globe stretching from the continents of South America to Europe to Africa and most recently Asia.

James Carville is also a best-selling author, actor, producer, talk-show host, speaker and restaurateur. His titles include We're Still Right, They're Still Wrong: The Democrats' Case for 2016, Love & War: Twenty Years, Three Presidents, Two Daughters and One Louisiana Home; It’s The Middle Class Stupid!; All’s Fair: Love, War, and Running for President (with wife Mary Matalin); We’re Right, They’re Wrong: A Handbook for Spirited Progressives; And the Horse He Rode In On: The People vs. Kenneth Starr; Buck Up, Suck Up... and Come Back When You Foul Up; Had Enough? A Handbook for Fighting Back; Stickin’: The Case for Loyalty; his children’s book, Lu and the Swamp Ghost; and 2006’s Take it Back, 40 More Years: How the Democrats will Rule the Next Generation.

Along with pollster Stanley Greenberg, Carville founded Democracy Corps, an independent, non-profit polling organization dedicated to making government more responsive to the American people.

Carville also serves as a professor of Practice at Tulane University in New Orleans, where he lives with his wife Mary Matalin and their two daughters.

 

Maggie Coleman

Managing Partner, Private Capital Advisory | Real Estate USA

Maggie Coleman is a Managing Partner at Sera Global. Maggie leads our Private Capital Advisory practice for Real Estate and is responsible for advising leading general partners, operating companies and managers of real assets on capital formation and fund strategy including capital raising. Additionally, Maggie oversees Sera Global’s investor coverage across institutional relationships, private equity and private capital groups.

Prior to joining Sera Global, Maggie was a Senior Managing Director and Head of International Capital, Americas at JLL focusing on advising cross-border investors on their real estate strategies, facilitating the deployment of offshore capital into JLL’s direct transactions, recapitalizations and joint ventures. Prior to JLL’s merger with Staubach Capital Markets in 2008, she was a Director within the M&A Advisory Services group of Staubach Capital.

Maggie earned a Master’s degree from the University of Chicago in Political Economy. She also has a Bachelor’s degree in Business Economics & Public Policy (BEPP) and International Business from Indiana University’s Kelley School of Business.

Maggie is involved in a leadership capacity of several Real Estate organizations. She is a Vice Chair of the Red Flight of the Urban Development/Mixed-Use Council (UDMUC) at ULI. She is also a member of the Real Estate Executive Council. Maggie serves on the Board of Directors of SG Blocks, a publicly traded company. She is also affiliated with the Guild Board of the Boys & Girls Clubs of Chicago and is a member of the Board of Directors of the Jackson Chance Foundation.

 

Lee Ferridge

Senior Managing Director & North American Head of Multi-Asset Strategy - State Street Global Markets

Lee Ferridge is a senior managing director and the North American Head of Multi-Asset Strategy for State Street Global Markets. Mr. Ferridge and his team formulate foreign exchange, fixed income and equity market views for State Street’s range of clients utilizing unique proprietary indicators. Lee has over 15 years’ experience as a macro strategist in addition to holding previous roles as a proprietary trader. Lee has BS in economics and business economics and as well as a master’s degree in quantitative finance. He is a frequent commentator in the financial press — both written and TV — and has written articles for numerous industry publications.

 

John Heilemann

Editor in Chief and Co-Founder, Recount Media; Creator and Host, The Circus on Showtime; National Affairs Analyst, NBC News and MSNBC; Co-Author, New York Times Best Sellers Game Change and Double Down

John Heilemann has covered national affairs — on television and in print, in the United States and abroad — for the past three decades, earning a place as one of America’s most prominent and vital voices at a moment when politics and public policy have rarely been more riveting or consequential. Heilemann is a co-founder of Recount Media and the editor-in-chief of The Recount, a new platform for short-form video covering politics. He is a co-host and executive producer of The Circus, the heralded weekly political documentary series now in its sixth season on Showtime. He is National Affairs Analyst for NBC News and MSNBC, where he appears on Morning Joe, The Last Word, Deadline: White House, and The 11th Hour and he is the co-author of two of the most successful and influential books in history on presidential politics: Game Change and Double Down, widely regarded as the definitive chronicles of the 2008 and 2012 elections, respectively.

A New York Times No. 1 best-seller and worldwide sensation, reprinted in nine languages, Game Change was adapted by HBO Films into a movie of the same name, which went on to win five Emmy Awards, three Golden Globes, and a Peabody Award.

During the 2016 election season, Heilemann served as a managing editor of Bloomberg Politics and host of the daily MSNBC and Bloomberg TV program With All Due Respect. Prior to joining Bloomberg, he was New York Magazine’s national affairs editor and columnist, and before that a staff writer for The New Yorker, Wired, and The Economist, exploring the corridors of power from Washington to Wall Street to Silicon Valley.

In 2008, Heilemann hosted Download, a four-part Discovery Channel series on the rise of the World Wide Web. His first book, Pride Before The Fall: The Trials of Bill Gates and the End of the Microsoft Era, was named one of the best books of 2001 by BusinessWeek.

A graduate of Northwestern University and Harvard’s Kennedy School of Government, Heilemann was born and raised in Los Angeles and lives in Manhattan with his wife, Diana Rhoten, and their two Great Danes, Phife and DZA.

 

Roger G. Ibbotson

Professor in the Practice Emeritus of Finance - Yale School of Management

Roger G. Ibbotson is Professor in the Practice Emeritus of Finance at Yale School of Management. He is also chairman and CIO of Zebra Capital Management, LLC, an equity investment and hedge fund manager. He is founder, advisor and former chairman of Ibbotson Associates, now a Morningstar Company. He has written numerous books and articles including Stocks Bonds Bills and Inflation with Rex Sinquefield (updated annually) which serves as a standard reference for information and capital market returns.

Professor Ibbotson conducts research on a broad range of financial topics, including popularity, liquidity, investment returns, mutual funds, international markets, portfolio management, and valuation. He has recently published The Equity Risk Premium and Lifetime Financial Advice. He has also co-authored two books with Gary Brinson, Global Investing and Investment Markets. He is a regular contributor and editorial board member to both trade and academic journals.

Professor Ibbotson serves on numerous boards including Dimensional Fund Advisors’ funds. He frequently speaks at universities, conferences, and other forums. He received his bachelor’s degree in mathematics from Purdue University, his MBA from Indiana University, and his PhD from the University of Chicago where he taught for more than ten years and served as executive director of the Center for Research in Security Prices.

 

Asha B. Joshi, CFA

Managing Director - Payden & Rygel

Asha Joshi is a Managing Director at Payden & Rygel, a global investment firm headquartered in Downtown Los Angeles, which she joined in 1994. Asha is a member of the firm’s Investment Policy committee and board of directors. She is a Senior Portfolio Manager serving institutional clients including public plans, corporations, universities and endowments. She also chairs the firm’s Best Execution Committee.

Prior to that, Asha was vice president, Capital Markets, at CIBC and First Interstate Bank, where she traded derivatives, managed the bank’s derivatives portfolio and advised clients on the use of derivatives for risk management.

Asha recently served as chair on the board of the California Council on Economic Education. She currently serves on the Advisory Board of UCLA Anderson’s Social Impact Center. Asha is a past president of the CFA® Society of Los Angeles and a member of the CFA® Institute.

Asha earned an MBA with an emphasis in finance from UCLA, and an MA degree, also from UCLA, when she was a Rotary Foundation Ambassadorial Fellow. She received an undergraduate degree with the highest honors from Bangalore University in India.

 

Douglas Monticciolo

Chief Executive Officer, Chief Investment Officer and Co-Founder - Brevet Capital Management

Douglas Monticciolo is Chief Executive Officer, Chief Investment Officer and Co-Founder of Brevet Capital Management. He is an entrepreneur and investment manager with deep data analytics and technology experience developed over three decades while providing credit financing and advisory services.

Mr. Monticciolo founded Brevet Capital Management in 1998 and has established the firm as a leader in helping government agencies solve complex problems – and drive positive social impact – by creating innovative financing products and services. This “finance as a service” approach provides direct lending and other financing to private middle market companies that enable them to effectively serve the government sector as contractors – a low credit risk strategy with highly competitive barriers to entry.

Mr. Monticciolo’s years of experience working in start-up environments as a software entrepreneur and within asset-backed securities, fixed income, and investment banking helped him identify a gap in the market where traditional lenders failed to provide the innovative financing and forwardlooking advisory services needed for the private contractors government contractors rely on to deliver services.

Mr. Monticciolo has a passion for technology and approaches investing and credit financing with a problem-solving mindset. He began his career at Goldman Sachs in the financial institution’s industry resource group where he specialized in investment banking and principal finance trading and helped create numerous serviced-marked products and services to address the unmet needs of clients. He later joined Lehman Brothers as a senior vice president in the company’s strategy group, a principal investment joint venture between investment banking and fixed income. He left Lehman Brothers to become director and co-head of asset-backed securities in North America at Deutsche Bank and head of proprietary fixed income in the merchant banking/principal finance group.

Mr. Monticciolo’s career took a turn from academics to finance when he was studying at Columbia University and working with Fischer Black, creator of the Black–Scholes model, on complex mathematical formulas. He was encouraged to apply his skills to financial problem-solving instead of academia and he decided to put aside his pursuit of a PhD to join Goldman Sachs.

Mr. Monticciolo received a Master of Engineering Sciences degree in Applied Mathematics from Columbia University. He graduated from the State University of New York at Stony Brook with an M.S. in Applied Mathematics and earned a B.S. in Applied Mathematics and Computer Science. Mr. Monticciolo is a Level III certified member of the National Association of Rocketry (NAR High Power Rocketry) and a member of the Randonneurs USA (long distance road biking organization). Mr. Monticciolo also coaches robotics and innovation and has led teams to numerous regional awards. He led one of his teams to a worldwide 2nd place finish (runner-up) for the FLL Global Innovation Award season sponsored by Edison Nation and XPRIZE Foundation, in cooperation with the United States Patent and Trademark Office (an agency of the United States Department of Commerce).

He currently serves on the Board of Directors of Hope for New York and is a Board Member of the Young Presidents Organization (YPO) Gotham Chapter.

 

Robin Potts

Co-Head of Real Estate Investments, and Director of Acquisitions - Canyon Partners Real Estate

Robin Potts is the Co-Head of Real Estate Investments and Director of Acquisitions for CPRE. Ms. Potts has been with Canyon Partners for 15 years, is responsible for overseeing the origination and acquisitions of debt and equity investments across Canyon Partners’ real estate platforms and holds a seat on all Canyon Partners real estate investment committees.

During her tenure at Canyon Partners, Ms. Potts has facilitated the acquisition, financing and development of over $12 billion of commercial real estate transactions across all asset classes including multifamily, condominium, office, retail, hospitality, industrial, senior housing, student housing, self-storage and mixed-use.

Ms. Potts previously worked in the Financial Institutions Group of Credit Suisse in Los Angeles where she focused on equity, debt and M&A transactions in the mortgage real estate investment trust sector. Ms. Potts is a graduate of Harvard University, where she earned a B.A. degree in Economics.

 

Alexander Schoenbaum

Co-Founder - CrowdOut Capital

Alexander Schoenbaum co-founded CrowdOut Capital after more than 15 years of direct lending, private equity, and investment banking experience. He has provided financial and strategic advisory services to many growing middle market companies across a range of industries including: consumer, retail, telecom, media, manufacturing, technology, financial services, oil & gas, and industrials. Collectively, Alexander has completed more than $3 billion of transactions, including both debt and equity placements.

Previously, Alexander founded Swift Estate Capital, a specialty finance firm focused on lending to high net worth individuals. He also worked at Blue Sage Capital, a middle market private equity and debt firm, focused on finding investment opportunities, performing due diligence, structuring and executing transactions, and supporting Company management to grow their businesses. He began his career at Piper Jaffray in San Francisco, focusing on mergers and acquisitions, IPOs, and capital raises in the consumer space, including restaurants, retail, food, and consumer products.

Alexander received a Bachelor of Science in Business Administration degree in Finance, International Business, and Political Science from Washington University in St. Louis and is a graduate of the KPMG / University of Michigan Ross School of Business QuantumShift program for for CEOs running successful, high-growth private companies. Currently, he coaches youth soccer and serves on the board of the Anti-Defamation League’s Austin region, as well as the Capital of Texas Media Foundation. Alexander is also a recipient of M&A Advisor’s Emerging Leader Award.

 

Alan C. Snyder

Managing General Partner - Shinnecock Partners

Alan C. Snyder is the Managing General Partner of Shinnecock Partners, a 30-yearold family office investment boutique, and its investment funds, General Partner of Shinnecock Group. Alan was the Founder and non-Executive Board Chairman of Snap Insurance LLC; the Founder, CEO, President, and Chairman of the Board of Answer Financial Inc. and the Insurance Answer Center; CEO of Aurora National Life Assurance; Executive-in-Charge of Executive Life Insurance Company on behalf of the California Department of Insurance; President and COO of First Executive Corporation, a $20 billion life holding company; and Executive Vice President and member of the Board of Directors at Dean Witter Financial Services Group (a predecessor firm to Morgan Stanley). He managed most of the product areas and as part of a three-person team undertook the development of the Discover card. He is the former Chairman, President and Board Member of the Western Los Angeles Boy Scout Council. Mr. Snyder is a graduate of Georgetown University (WSJ Scholar) and Harvard Business School (Baker Scholar).

 

Anne B. Walsh, CFA

Senior Managing Director, Chief Investment Officer, Fixed Income - Guggenheim

Anne Walsh is Chief Investment Officer for Fixed Income at Guggenheim Partners, where she is responsible for meeting the return and risk needs of the firm’s fixed income clients, including insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high net worth investors. In her role she oversees all elements of portfolio design, strategy, sector allocation, and risk management of fixed income portfolios, as well as conveying Guggenheim’s macroeconomic outlook to portfolio managers and fixed income sector specialists. She also serves as head of the Portfolio Construction Group and Portfolio Management team. Walsh oversees more than $185 billion in fixed income investments. She has over 30 years of experience in investment management.

Recognized among the nation’s top performing female asset managers by Citywire, Walsh leads a team that manages mutual funds regularly carrying four and five star ratings from Morningstar and have won awards for excellence from Lipper, WealthManagement.com, HFM, and Creditflux . Walsh is also a sought after source for her industry expertise, frequently appears in media outlets including Barron’s, Bloomberg, CNBC, The New York Times, and Reuters, among others, and is a frequent contributor to Guggenheim’s award winning Thought Leadership.

 

Jane Wells

Special Correspondent - CNBC

Jane Wells is an award-winning broadcast journalist with over 30 years experience in the news media. She’s covered everything from earthquakes to riots, from the O.J. Simpson trial to Mother Teresa’s funeral, from the massacre at Columbine to the 2008 financial collapse. She has questioned CEOs about poor business decisions, driven a bulldozer on live television, posed as a prostitute for a story on AIDS, appeared in the “Seinfeld” finale, and even got a hangover—on purpose—to test out the best cures.

Wells has won a Peabody and DuPont award for her part in KTTV’s live coverage of the Rodney King trial, along with several local news Emmys. In 2000, she transitioned from a career in general news to covering business and the markets for CNBC. 

These days Jane remains a CNBC Special Correspondent, where she works on breaking news and special on-air stories. She is also the reporter for CNBC.com’s “Strange Success” franchise, and she regularly fills in at KFIAM640, the highest rated talk radio station in the west. In her free time, she produces story-telling promotional videos for non-profits like the Salvation Army. 

 
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