27 Feb 2020
The Warwick, West 54th Street, New York, NY, USA
REFI US Institutional Investor Summit 2020

Returning for its third edition, the REFI US Institutional Investor Summit is a key event for US and international commercial real estate managers who are actively investing in or lending on institutional-quality properties, including:

  • Real estate private equity funds
  • Real estate investment trusts 
  • Real estate investment companies

The Summit is a half-day event, featuring a mix of plenary and breakout sessions.

The Summit is free to attend for fund managers, REITs, and other debt and equity investors.

To find out more and register to attend, visit the event website here.


Registration & Hot Breakfast


Panel debate: 2020 The Year of the Loan

Breakout Roundtables

  • Sticking to core
  • New York versus the World
  • Pension funds + family offices + sovereign wealth + retail

Networking Break

Breakout roundtables

  • Chasing alternatives
  • Chasing OZ
  • Not your father’s CRE CLO

Panel debate: Outside the US Bubble

Close of Summit


Gregory E. Kraut Managing Partner, KPG Funds

Daryl J. Carter Founder, Chairman and Chief Executive Officer, Avanath Capital Management

Toby Cobb Managing Partner and Co-Founder, 3650 REIT

Thomas McGonagle Managing Director and Chief Financial Officer – Industrial, Black Creek Group

Michael Cohen President Tri-State Region, Colliers

Joseph Iacono Chief Executive Officer and Managing Partner, Crescit Capital Strategies

Todd Henderson Chairman of the Board of Directors, DWS

David Lynn Founder, Unity Medical Properties

Nancy Lashine Managing Partner and Founder, Park Madison Partners

Jeff Giller Partner & Head of StepStone Real Estate Stepstone Group

Sean Burton Chief Executive Officer Cityview

Dan Hartman Managing Director Terra Capital Partners

Rich Highfield President, Starwood Mortgage Capital

Brett Kaplan Head of Origination LoanCore

Teresa Zien Senior Director Invesco Real Estate

Jack Gay Managing Director & Head of Debt Nuveen Real Estate

Zach Aarons Co-Founder & Partner MetaProp