Hotel & Venue
Past Attending Firms
Chairman, Senior Managing Principal
Big Rock Partners
Mr. Ackerman is the Founding Chairman and Senior Managing Principal of Big Rock Partners (BRP), which he formed in 2004. Based in Beverly Hills, California and Delray Beach, Florida, the private real estate investment management firm has a diversified portfolio including premier, institutional-quality assets in the senior housing market. Overall, Mr. Ackerman has acquired, developed, financed and operated commercial real estate and senior housing assets valued in excess of $3 billion over 30 years. Focused on the senior living market for more than a decade, he oversaw the successful turnaround of Summerville Senior Living, one of the nation’s largest assisted living companies and now part of Brookdale Senior Living, for Apollo Real Estate Advisors. Before founding BRP, Mr. Ackerman headed the Los Angeles office of Apollo Real Estate Advisors, overseeing all U.S. West Coast investments and those in Japan. Previously, he was President and co-founder of Crocker Realty Trust, a private REIT specializing in Class A office space throughout the Southeast, and earlier, was president and co-founder of Crocker Realty Investor, a publicly traded REIT until its sale to Highwoods Properties, Inc. Mr. Ackerman is currently on the Board of Directors for Tulane Law School and instructs as an Adjunct Professor. Mr. Ackerman is also a former Director of Summerville Senior Living, Inc., which is one of the largest assisted living companies in the nation. Mr. Ackerman graduated with a B.A. from Tulane University and a J.D. from the Tulane School of Law.
Pacifica Senior Living
Adam Bandel joined Pacifica in 2006 to launch the company's Seniors Housing division, Pacifica Senior Living. Over the past eight years, he has grown the Pacifica Senior Living portfolio to 53 communities with over 5,700 beds throughout the Western and Southeastern US. Mr. Bandel brings over 16 years of real estate investment experience with a specific focus on the Seniors Housing sector. He has a unique perspective of the industry as an owner, operator, and a former intermediary. Prior to joining Pacifica, Mr. Bandel was with Marcus & Millichap as Director of Market Research and Investment Broker in the National Seniors Housing Group. He has completed the acquisition and disposition of more than $2 billion of Seniors Housing and Long Term Care assets. Mr. Bandel is a graduate of the University of North Florida with a B.S. in Finance and Economics and an active member of the National Investment Center for the Seniors Housing and Care Industry (NIC), the American Senior Housing Association (ASHA), and fourteen Assisted Living associations around the country.
President & CEO
Lance Bell is the President and CEO of POS Partners, Inc., a hospitality technology company that specializes in software solutions for the Senior Living industry. Lance received the 2015 Retail Solutions Providers Association Innovate Solution Award for a new transaction management and payment software program for the Android and IOS smartphone platforms. After graduating from the University of Missouri with a degree in Hotel & Restaurant Management, Lance managed multi-site restaurant operations and new store openings for several national food service retailers, including Ruby Tuesday Inc. and Outback Steakhouse, before entering the hospitality technology field in 1997. In 2006, Lance and his team saw the need for an original and creative healthcare and senior living point-of-sale solution, that would manage dining operations to the benefit of residents and care providers. Today, the POS Partners’ client list has grown to include Brookdale Senior Living, Kisco Senior Living, The Waters Senior Living, MorningStar Senior Living, Christian Senior Living and the Senior Resource Group, to name a few. Lance, his wife Lori, and their five daughters currently reside in South Elgin, IL. In addition to spending time with his family, Lance leads two community groups and a marriage ministry at his local church. He also offers volunteer resources to the Northern Illinois Food Bank and Compassion International.
Senior Investment Officer
David M. Boitano is a Senior Investment Officer for Ventas, Inc (NYSE:VTR), and has been a reit investment officer since 2002. Mr. Boitano’s healthcare experience began on the operating side, in 1994 as CFO for a regional assisted provider. Following that company’s 1995 recapitalization via a portfolio sale-leaseback and merger in 1996 with an emerging national senior housing provider, Mr. Boitano contributed to the combined company’s initial public offering and business roll out, eventually becoming Senior Vice President of Finance and Acquisitions and Treasurer. Mr. Boitano has been involved with over $5.0 billion of real estate financing, including senior housing, long-term care and medical office. Today at Ventas he is focused principally on partnering with top senior housing and skilled nursing operators to identify and complete new investments that support his customers’ growth and contribute to Ventas’ growing portfolio of over 1,500 properties. Mr. Boitano is a CPA and offices in the Seattle area.
Principal- Chief Fund Manager
Senior Living Fund
Dan has over 30 years of business experience, including 10+ years in a business consulting and management role for Accenture, 25+ years in business development and a successful 24-year track record in real estate investment, capital placement and management. Dan began working with clients in the senior housing sector in 2008. Dan’s real estate experience includes fund management, commercial real estate investment, single family investment properties, real estate lending, and residential and commercial development. Dan has managed numerous real estate funds and private investments since the early 2000s. His companies have purchased, rehabilitated, and sold hundreds of commercial and residential properties, and have provided hundreds of asset-based loans in 15 states and Mexico from a large private equity Fund. Dan has owned developments in Kansas City and Illinois. Over the last ten years, Dan has evaluated and underwritten a large number of senior housing investment opportunities for his investors and the numerous senior housing Funds he manages.
President & CEO
As president and chief executive officer, John Cochrane is responsible for the strategic direction of the company, overseeing operations and serving as the primary liaison to the Cornerstone Affiliates Board of Directors. Cochrane was previously the president and CEO of be.group. Prior to joining be.group, Cochrane worked for Lifespace Communities, headquartered in Des Moines, Iowa, where he served as chief operating officer overseeing 11 retirement communities in seven states. Cochrane previously worked as a practicing attorney specializing in real estate and finance, and as executive director of the $150-million retirement community Oak Crest Village in Catonsville, Maryland. He has his law degree from Northwestern University and a bachelor’s degree in political science from Northern Illinois University.
Milestone Retirement Communities
Paul was a founder and is Chief Executive Officer of Milestone Retirement Communities, LLC, located in Vancouver, Washington. Milestone began operations in April 2008 with 6 retirement communities and 289 resident units. Currently, Milestone manages over 80 communities across the country. Paul has worked in the seniors housing field since 1989. He has served in finance, development, acquisitions and senior executive roles in public and private companies with as many as 8,000 seniors housing units. He has acquired or developed and financed several dozen retirement housing properties. Previously, he had extensive careers in venture capital and public accounting. He has been active within retirement housing industry groups and was previously a member of the Board of Directors and the Owner/Operator Advisory Board of NIC. Paul holds a BA in Finance and an MBA, both from the Foster School of Business at the University of Washington. He is most proud of being a grandfather of 9.
Tim Dulany joined Colliers International in 2009 as an associate vice president and associate broker, specializing in sales of healthcare investment properties. He is also a member of Colliers International’s Healthcare Services and Senior Housing practice groups, which are dedicated to providing real estate solutions for the healthcare industry. Tim is a highly respected investment broker with more than 21 years’ experience, Tim has extensive knowledge of all facets of commercial real estate and financing providing consulting services, asset management, development, strategic planning, build-to-suits, and portfolio management. Tim also has comprehensive knowledge of all aspects of healthcare building and development, including design, management, financing, construction and sales, Tim is a national speaker and educator.
Sean Fowler, project executive, has been with DPR for 20 years and offers more than 23 years in construction/engineering of healthcare, research laboratory and manufacturing facilities. His proven technical expertise includes project evaluation, OSHPD phased planning, estimating, budget management, scheduling and strategic planning. Actively involved in the application of Lean Construction, Sean has worked on several senior living projects, including the MonteCedro Senior Living Community. With a Bachelor of Science Degree in Engineering Management from Oregon State University, Sean is a member of the DPR So Cal Business Unit Leadership Team.
Chip Gabriel has worked in institutional real estate since 1986. For the past 26 years, he has been a principal of Generations LLC, and national recognized owner and operator of retirement communities. Generations provides development, architectural, construction, and management services of retirement communities. During this time he has overseen the development and financing of 3,000 plus units, valued at over $400,000,000. Currently Generations owns and manages 5 communities with 1,660 units with 1000 plus employees. Mr. Gabriel currently serves on the Board of Trustees of Pacific Union College, Operator Advisory Board of the National Investment Center, Del Mar Health Care Foundation. He is Past President and Board Member of Oregon Health Care Association. He received his Bachelor of Business Administration Degree from Pacific Union College, and Masters in Management from the Atkinson School of Business, Willamette University. He is married to Melody (White) and has two teenage sons, Tye and Maxwell.
Senior Managing Director
Blueprint Healthcare Real Estate Advisors
Jacob Gehl is a Senior Managing Director, Founding Partner of Blueprint Healthcare Real Estate Advisors. Jacob co-manages the company’s operations and strategic direction of the company. Jacob has more than 16 years of seniors housing experience and has closed transactions valued at nearly $3 billion over his career. Jacob's client roster include extensive transactional work with both stabilized and distressed assets, bankruptcy sales, high net worth private clients, and public and private institutions. Jacob was born in New Jersey but raised in Pittsburgh, PA. Jacob graduated with BA in International Politics from the University of Michigan. Jacob currently sits on the Board of Directors of the American Senior Housing Association (ASHA), the Altzheimers Association, and is actively involved in the ASHA PAC as well as the establishment of the ASHA Rising Stars program. In his free time Jacob enjoys boxing, hiking, running, golf, and spending time with his wife Suzanne and his children Zevi and Meris.
Principal and Co-Founder
Cadence Senior Living
Eric Gruber is a Principal and Co-Founder of Cadence Senior Living. Cadence is an owner, developer and operator of senior living facilities. Eric brings over 28 years of senior housing and real estate development experience. Eric spent 1989 to 2001 as President and CFO of Southwest Retirement Corporation in Scottsdale, Arizona. At Southwest, Eric managed over 1,100 senior housing units in retirement communities from Texas to Arizona. From 2001 to 2016, Eric was the Managing Member of Sierra Pointe Management, LLC , a vertically integrated senior housing developer and operator. Eric’s Sierra Pointe Retirement Community in North Scottsdale was an award winning development when it opened in 2000. Eric has Bachelor of Arts degrees in Economics and Political Science from Stanford University.
Monarch Senior Living
Frank Haffner serves as the Founder and Chairman of Monarch Senior Living LLC and is the founder of various operating entities in the senior living industry since 1982. His companies developed, owned, and operated a significant portfolio of senior living communities with a market value of over $1 billion dollars.
Mr. Haffner has been a leader in the senior living industry for over 35 years and was a co-founding board member of the National Association of Senior Living Industries and is a former board member and actively involved in the American Seniors Housing Association and the National Investment Center for Seniors Housing and Care Industries.
Mr. Haffner executed the first large senior living landmark transaction with a Wall Street firm, Shearson Lehman Brothers, in a $50 million dollar unleveraged all cash portfolio sale in 1986. During his career, his companies have partnered with some of the largest private equity firms in the industry such as AEW Capital Management and AIG Insurance and have also worked with Prudential Insurance on the debt side.
Mr. Haffner has been responsible for developing and directing all aspects of the various companies including strategy, acquisitions, development, operations, and finance. During his 35 year career, Mr. Haffner has developed and refined core value focused management systems and policies that have created operating platforms that are known for delivery of the best in the business satisfaction levels from its residents, family members, and staff. His various communities have generated high rents, low vacancies, and high operating margins and consistent cash flow.
Prior to entering the senior living industry, Mr. Haffner worked for KMPG and is a Certified Public Accountant. He is a graduate of the University of California at Berkeley and has completed executive programs at the School of Business at Harvard University and at Johns Hopkins University.
Mr. Haffner is a frequent speaker and active spokesperson for the senior living industry and he has published numerous articles in various real estate and senior living publications.
VP of Business Development
Terry joined Koelsch with a background in commercial lending, real estate and acquisitions. Terry's focus is on debt refinancing, raising equity, new ground-up development opportunities and an eye on acquisition of existing senior housing communities. Terry lives in Olympia, Washington and is married with two young adults in college and one finishing high school.
SVP & Senior Banker
KeyBank Real Estate Capital
Brian Heagler is a Senior Vice President and Senior Banker with KeyBank's Healthcare Real Estate team located in Seattle. Brian joined the team in 2008 and is responsible for new business generation and client relationship management. Brian focuses on Seniors Housing and Skilled Nursing on the west coast. KeyBank’s Healthcare platform is one of the most robust in the industry, providing balance sheet and permanent financing solutions along with syndications, investment banking and cash management. In 2016, KeyBank raised over $2.1 billion in equity, $2.5 billion in debt, sold $8.3 billion in loan syndications, originated $1.0 billion of loans and closed $1.5 billion in mortgage banking transactions. Brian holds a BBA from Southern Methodist University and is a CPA.
President and CEO
Torsten has over 15 years of experience as an executive in the hospitality and senior living industry. Prior to joining Transforming Age, Torsten held executive positions at Oakmont Senior Living as well as Pacific Retirement Services responsible for the startup, operations and management of multiple CCRCs and communities. Torsten holds a master’s degree in Business Administration and a bachelor’s degree in Business Administration, both from Southern Oregon University. He also received a bachelor’s in International Tourism Studies from Hochschule Harz, in Wernigerode, Germany. He is a licensed Nursing Home Administrator and Preceptor.
Ross Holland is a vice president with Lancaster Pollard, a financial services firm based in Columbus, Ohio, that specializes in providing capital funding to the senior living, health care and affordable housing sectors. In addition to underwriting tax-exempt bond offerings, Lancaster Pollard provides a complete range of funding alternatives through its HUD-FHA/GNMA/FNMA/USDA-approved, mortgage lender subsidiary. It can also provide bridge-to-agency lending, private equity, balance sheet lending and investing, and M&A services. Mr. Holland works in the firm’s Newport Beach, California, office and is responsible for the Central California, Arizona, Utah and New Mexico markets. During his time at Lancaster Pollard, Mr. Holland has worked on the underwriting and closing of a range of mortgage loans for rehabilitations, new construction and refinance projects totaling nearly $250 million. Prior to joining Lancaster Pollard, Holland worked as a pricing analyst for Catalyst Rx. Mr. Holland earned his MBA from the Fisher College of Business at Ohio State University and graduated magna cum laude from Wittenberg University with a bachelor’s degree in economics. He holds registered securities representative (Series 52 and Series 79) licenses.
Director of Acquisitions
Senior Resource Group
Tony Hong is Director of Acquisitions at Senior Resource Group (SRG)—developer and owner/operator of 18 award-winning, full-service retirement communities as well as one of the few providers to have been awarded company-wide CARF accreditation at all of its eligible facilities. Joining the company in 2009, Mr. Hong is responsible for sourcing acquisition and development opportunities as well as establishing strategic partnerships to expand SRG’s investment platform. Mr. Hong has over 10 years of experience in real estate investment, development, investment banking, and finance. He has been involved in real estate transactions totaling $2 billion across multiple asset classes, including senior housing, multifamily, and hospitality. Mr. Hong attended Stanford University, where he received a BA in Economics and was Vice President of his class. He currently resides in San Diego, California.
Executive VP-Senior Housing Asset Management
Mr. Hsiao has been our Executive Vice President- Senior Housing Asset Management since joining us in May 2016. He previously served as President and CEO of Holiday Retirement, one of the largest senior housing operators in the United States. Prior to Holiday Retirement, Mr. Hsiao worked in a variety of leadership roles with The Macerich Company, an S&P 500 real estate investment trust, and Canyon Ranch, a destination health spa.
Soo Im is a Director, Design in the KTGY Los Angeles office and is a project leader on age-qualified communities located across the country. She has over 19 years of architectural design, planning and programming experience in both new construction and renovation for a variety of clients and institutions, and has dedicated the majority of her career to the full spectrum of senior living environments from housing to long-term care. Ms. Im’s approach to resident-centered design brings innovative and trend-setting solutions to the fast-changing senior living environment, and many of her communities have garnered national recognition and the prestigious AIA Design for Aging awards. Ms. Im’s knowledge of the various codes and the regulatory processes in multiple jurisdictions brings efficiency in the project process from very early planning phases, and her organizational skills and proficiency ensure a quality result that expresses each client’s individual style while achieving its business goals. Prior to joining KTGY, Ms. Im spent 13 years with a national architectural planning and design firm, where she led the Senior Living Design studio as part of the senior management team. Ms. Im is also dedicated to design education and continuous learning. She has served as a design faculty member for both BArch and MArch programs at the Boston Architectural College for the past 11 years.
BMO Harris Healthcare Real Estate Finance
Mr. Javaid offers more than 20 years of investment, finance, and management experience with a variety of institutions both public and private. For the past 15 years, Mr. Javaid has been actively involved in the Seniors Housing and Care industry. He has been quoted as a thought leader by numerous industry publications and presented at several industry conferences and webinars. Currently, Mr. Javaid currently leads BMO Harris Bank’s Commercial Real Estate Healthcare group. The group provides full array of commercial banking services to facilities based clients in the healthcare space including, Medical Office, Seniors Housing and Care Industries. From 2011 through December 2015, Mr. Javaid was Managing Director of the Healthcare Real Estate Group, a lending practice within Capital One Bank’s Commercial and Specialty Finance business. He built, from the ground up, Capital One’s brand name and presence in the senior housing and care industry. He led the team that built a diversified (geographically and by operator) portfolio of loans and led loan negotiations. Previously, Mr. Javaid served as a Director in the Healthcare Real Estate Group of CapitalSource, Inc. a commercial lending and banking, investment and asset management company from 2001 through 2011. He led loan transactions and direct real estate investments for long-term care facilities including Skilled Nursing Facilities and Assisted Living Facilities. He was involved in lending over $2.7 billion in capital. Mr. Javaid also led large acquisitions and dispositions between CapitalSource and Omega Healthcare Investors as well as between CapitalSource and Healthcare Property Investors, Inc. He served as the Chair of CapitalSource’s Enterprise Risk Committee, leading efforts in enterprise risk management, corporate wide systems development, and strategic growth planning. Prior to joining CapitalSource, Mr. Javaid worked for the Carlyle Group, a nationally renowned private equity firm where he undertook portfolio management and financial modeling for office and telecom buildings, hotels, and light industrial facilities. Prior to joining the Carlyle Group, Mr. Javaid worked for KPMG, a global professional services firm. Mr. Javaid holds a Bachelor’s in Accounting from Franklin and Marshall College in Lancaster, Pennsylvania and is non-practicing Certified Public Accountant (CPA) licensed in the State of New York. Additionally, he is a Chartered Financial Analyst (CFA) charterholder.
Vice President, Valuation & Advisory Services
Bennett Johnson is a Vice President and a Practice Leader for the Seniors Housing & Care specialty group within Valuation and Advisory Services.
Based in Los Angeles, he is involved in the strategic growth of both the local and national team. He is responsible for the ongoing development of the platform and works collaboratively across product groups to broaden the depth of information used for analytic application.
Mr. Johnson joined CBRE in August 2014 bringing nearly ten years focused on valuation and market study work within the seniors housing and healthcare sector throughout the US, with exposure to a wide range of properties, operators and markets. Clients served include local and national investment firms, owners, development and operating companies, commercial and investment banks, insurance companies and REITs.
Bennett received his Bachelor’s degree in Business Administration from Northeastern University, with a triple concentration in finance, marketing and entrepreneurship.
President & CEO
Kisco Senior Living
Andrew S. Kohlberg is the Founder, President and CEO of Kisco Senior Living, LLC. Mr. Kohlberg’s primary responsibilities are providing strategic planning and direction for property operations and management as well as sourcing and executing acquisitions including the placement of equity and debt financing. Through his timely purchase of well-located retirement properties, he built Kisco’s core portfolio of assets. The portfolio includes 18 communities in five states with over $115 million in annual revenue and a staff of approximately 1300. He is now carefully expanding the company through new development and acquisitions. Under his direction a superb management team has been assembled including a Chief Operating Officer, Chief Development Officer, Chief Financial Officer and supporting Home Office associates in specialized areas such as training, human resources, marketing, sales, risk management, health care and dining. He personally conducts focus groups with residents and staff to improve resident satisfaction. Mr. Kohlberg attended the University of Tennessee and has completed advanced studies at the University of California San Diego in real estate economics and feasibility analysis, commercial real estate development, fundamentals of construction and legal aspects of real estate investment. He is an active member of the American Senior Housing Association (ASHA), California Assisted Living Facilities Association (CALFA), and the San Diego Chapter of Young Presidents’ Organization (YPO). In November 2002, the Seniors Housing Council awarded him the SAGE Person of the Year Award for his commitment to the seniors housing industry. In April 2003, he accepted the Icon Award in the Service Enriched Builder/Developer category from the National Association of Home Builders. Prior to joining Kisco, Mr. Kohlberg enjoyed a successful professional tennis career, competing in the semifinals of Wimbledon and quarterfinals of the U.S. Open, was named NCAA Collegiate Player of the Year and was an All American at the University of Tennessee. He represented the United States on the Junior Davis Cup and Sunshine Cup Teams, as well as in the Pan American Games where he won a gold medal.
Spectrum Retirement Communities
Jeffrey D. Kraus has over 30 years of experience in the Senior Housing Industry. Since 2003, Mr. Kraus has served as Managing Director and Co-Founder of Spectrum Retirement Communities, LLC (“SRC”) and the Spectrum family of companies. Spectrum is a leading developer, owner and operator of Retirement, Assisted Living and Memory Care communities across the United States, primarily in the Southwest and Midwest. The Spectrum family of companies has an enterprise value of well over $1.5 Billion with a revenue of over $175 Million and approximately 2,600 employees. Spectrum currently operates a total of 32 properties with 3,870 units in 12 states, with an additional 14 properties under construction. Prior to Spectrum, Mr. Kraus through various LLC’s acquired, developed, owned and managed eighteen (18) Senior Housing Communities consisting of 1,800 units. Mr. Kraus also provided development services and invested in numerous William E. Colson partnerships before the sale of Holiday Retirement Corp. to Fortress in 2007. During that time, Mr. Kraus arranged over $2 billion dollars of debt placement for the Senior Housing Industry as an independent mortgage broker. Prior to founding Spectrum, Mr. Kraus was a Mortgage Broker for Pearce, Mayer and Greer. A Real Estate Broker for Cushman & Wakefield of Colorado, Inc., and Appraiser for Joseph Blake & Associates. Mr. Kraus received a Business Degree in 1980 from the University of Texas, Austin, with a concentration in real estate.
Managing Director - Equity Research
Peter L. Martin, CFA is a Managing Director in the equity research department at JMP Securities in San Francisco, California. He covers the Healthcare Facilities & Service sector as well as the Healthcare REITs. Prior to joining JMP Securities in January 2009, Mr. Martin was a Portfolio Manager at Matthes Capital Management in San Francisco, California from January 2006 to December 2008. Matthes is a hedge fund managing over $150 million for a diverse group of high net worth individuals. Prior to joining Matthes Capital, Mr. Martin was a portfolio manager at Presidio Management, a $200 million hedge fund focused on small/micro cap stocks from June 2003 to December 2005. Prior, Mr. Martin was a Managing Director in the Equity Research department of the investment bank Jefferies & Company, Inc. Mr. Martin was with Jefferies & Co., Inc. from February 1997 to June 2003. From 1995 to 1996, Mr. Martin was an associate in the research department at Montgomery Securities in the Real Estate and Consumer Services groups. From 1990 to 1995, he was an analyst with Franklin/Templeton Group of Funds. Mr. Martin received an MBA from the University of San Francisco and a B.A. in business economics from the University of California at Santa Barbara. He has also been a Charted Financial Analyst since 1995.
President and CEO
National Health Investors
Eric Mendelsohn is the President & CEO of NHI, a diversified REIT based in the greater Nashville area that specializes in sale-leaseback, joint-venture, mortgage and mezzanine financing of need-driven and discretionary senior housing and medical investments. Eric Mendelsohn has more than 20 years of healthcare real estate and financing experience. Previously, Eric was with Emeritus Senior Living for 9 years, most recently as a Senior Vice President of Corporate Development where he was responsible for the financing and acquisition of assisted living properties, home health care companies and executing corporate finance strategies. Prior to Emeritus, Eric was with the University of Washington as a Transaction Officer where he worked on the development, acquisition and financing of research, clinic and medical properties. Prior to that, Eric was a practicing transaction attorney, representing lenders and landlords. Eric has a BS from American University in International Relations, a Law Degree from Pepperdine University, and a Masters (LLM) in Banking and Finance from Boston University. Eric is a member of the Florida and Washington State Bar Associations.
Sales and Marketing Director
With almost 30 years of experience in the communications industry, Kevin’s core belief is always attempt to “build a better mouse trap”. Starting with AT&T’s SMD (Special Marketing Division) in the mid 1980’s Kevin was instrumental in the sales and marketing of AT&T’s SDN (Software Defined Network). A new business unit designed to offer greater products and discounts to enterprise clients, such as Georgia Pacific, General Motors, McDonald’s, Holiday Inn and the likes. Seeing an opportunity to broaden the concept as a GPO, Kevin and several other AT&T executives formed the American Banking Network. A Co-op that teamed with the ABA (American Banking Association) and 37 state banking associations to offer these products to regional and local banks throughout the country. Providing better pricing and discounts while creating a new revenue stream for the associations. Eventually reaching almost 2 million dollars a month in network billings. After the sales of that company Kevin spent almost 10 years at the helm of Merritel Communications Group. A telecommunications consulting and brokerage firm that worked with regional and national firms to optimize their voice and data networks. Always on the lookout for new network opportunities Kevin and his current partners formed Inviacom Inc. in 2011. A fully managed campus wide Wi-Fi provider specializes in the senior living industry. Today Inviacom, based in Charlotte, NC, is an industry leader in the design, engineering, deployment and real time management of the most sophisticated networks in the market. Networks that support the wide array of personal and professional devices that continue to enter the market on a daily basis.
Perkins Eastman Architects DPC
Leslie Moldow is a principal at Perkins Eastman’s San Francisco office. She has more than 30 years of experience, primarily focused on senior living and special needs housing communities. Her work involves the full continuum of care facilities, from active adult to senior centers, independent living, assisted living, Alzheimer’s care, skilled nursing environments, and continuing care retirement communities (CCRCs). She has been particularly passionate about creating advanced healthy living environments and speaks regularly at national conventions concerning the latest trends in senior living design including sustainability, wellness and creating innovative cultures. She is past chair of the AIA’s Design for Aging Knowledge Community promoting research, education, and conferences to raise the bar of design in senior living communities. In addition to Leslie’s work with the AIA DFA, she is a member of LeadingAge California, Washington and National. Ms. Moldow is also an invited member of Eskaton’s Livable Design Advisory Committee, an advisor for Technology and Design in Senior Living Conference, Women Religious Institute Conference, and Academy of Neuroscience and Architecture: Senior Living Environments Conference. Mrs. Moldow graduated with a master’s degree in architecture from UC Berkeley and is a licensed architect. In addition, she is certified by the National Council for Architectural Registration Boards (NCARB and a U.S. Green Building Council LEED® accredited professional.
Senior Housing Forum
Steve Moran is a nationally known and sometimes controversial writer and speaker in the senior living industry. He runs the online senior living website Senior Housing Forum where the core value is to publish articles, videos, podcasts and other resources that help senior living providers do a better job serving residents, team members and the local marketplace community. He also works with senior living communities to create better more productive cultures He has developed and operated large and small senior living communities. He has also worked with a for a number of vendor companies that sell products and services to the senior living industry.
Silverado Senior Living
Paul Mullin is Vice President of Development for Silverado senior housing, hospice and home health. Mr. Mullin has over 15 years of experience in real estate investing and development with a focus on the seniors housing and health care industry. He is responsible for sourcing and directing all of Silverado’s acquisitions, development and office leasing initiatives as well as strategic partnerships with other healthcare providers. Since joining the team in 2006, Mr. Mullin has managed the acquisition and development of, 30 communities with over 2600 memory care and skilled nursing beds worth over $500M, as well as 11 hospice and home health offices across 11 states. His transaction experience covers the spectrum of investment risk profiles including complex repositioning or “turnaround” transactions, ground-up development projects, and acquisitions of stabilized core assets. Mr. Mullin supports his CFO and CEO in establishing a range of capital structures including management and equity joint ventures, senior debt (various balance sheet, DUS, and HUD lenders), REIT financing (both NNN lease and a RIDEA partnership with Health Care REIT). Mr. Mullin is responsible for leading the company’s real estate and market feasibility analysis including opportunities to evaluate acquisition, development feasibility, and strategic partnerships with ACOs as well as other health care partners. Mr. Mullin was the President of his class while earning his MBA from The University of Southern California. He has been a member of three real estate related nonprofit boards, a member of the National Investment Center’s Future Leaders Council, and is currently a member of the Board of Councilors for the USC Davis School of Gerontology.
Frank Muraca is the President of ARCH Consultants, Ltd., a national Owner’s Representation and Construction Consultant firm with offices in the Chicagoland and San Diego area. He has managed the building process for a wide variety of building types, specializing in senior living environments. Mr. Muraca has more than twenty years of experience in planning and development advisory support. Working with clients on both new construction and remodeling of occupied facilities, he has expanded his experience with mixed-use buildings involving residential, commercial, dining and food service, fitness health care, auditorium and light retail components. His expertise encompasses all aspects of development and construction, along with ten years as a professional architect and project designer at large and national architectural and engineering firms. Mr. Muraca has published articles and presented topics on project management and design of senior living communities at regional and national forums. He is a member of the American Institute of Architects and a LEED Accredited Professional; received his bachelor’s degree from Loyola University and master’s from Illinois Institute of Technology. His professional associations include LeadingAge, the United States Green Building Council, Urban Land Institute and the Construction Specifics Institute. Most recently, he presented at the National LeadingAge Conference, LeadingAge IL Conference, ULI Meeting, and Environments for Aging Conference.
Chief Investment Officer
Sabra Healthcare REIT
Talya Nevo-Hacohen. Ms. Nevo-Hacohen has served as Sabra’s Executive Vice President, Chief Investment Officer and Treasurer since November 2010. From September 2006 to August 2008 and from February 2009 to November 2010, Ms. Nevo-Hacohen served as an advisor to private real estate developers and operators regarding property acquisitions and dispositions, corporate capitalization, and equity and debt capital raising. From August 2008 to February 2009, Ms. Nevo-Hacohen was a Managing Director with Cerberus Real Estate Capital Management, LLC, an affiliate of Cerberus Capital Management, L.P., a private investment firm. From 2003 to 2006, Ms. Nevo-Hacohen served as Senior Vice President—Capital Markets and Treasurer for HCP, Inc., a healthcare REIT. Previously, from 1993 to 2003, Ms. Nevo-Hacohen worked for Goldman, Sachs & Co. where she was a Vice President in the investment banking and finance, and operations and administration divisions. Prior to her affiliation with Goldman Sachs, she practiced architecture and was associated with several architectural firms in New York.
Founder and CEO
Arun founded Priya Living to create a community for his parents, and the many others like them. As the son of immigrants, Arun had been acutely aware of the unique needs of aging ethnic populations, and realized that these groups were not being served by conventional senior living product. Unable to find a community for his parents, Arun decided to create one of his own. Today, Priya Living has opened two successful communities in the SF Bay Area, and is rapidly expanding in other markets. Throughout his career, Arun’s passion has been to create extraordinary places. Prior to founding Priya Living, Arun launched Solage Hotels and Resorts, a company that has been widely recognized within the hospitality industry for innovative practices. Arun was also one of the original team members of Canyon Equity, a leading global developer of world-class resorts. Arun helped build Canyon Equity from inception, and was instrumental in developing projects in places as diverse as Santa Fe, Jackson Hole, the Colorado Rockies, the Four Corners region, the French Alps, Fiji, and Costa Rica. Arun received his BA from Stanford University and his MBA from the Stanford University Graduate School of Business. He lives with his wife and two daughters in San Francisco.
President and Chief Operating Officer
R.D. Merrill Company
Bill Pettit is the president and chief operating officer of Seattle based R. D. Merrill Company with responsibility for Merrill Gardens and sister company Pillar Properties. Between the senior housing and multifamily operations, Pettit oversees 1,400 team members and 4,350 housing units with 1,300 additional units opening in 2016. Pettit founded Merrill Gardens for the Merrill family in 1992 after 18 years in the banking industry. He was instrumental in the rapid growth of the company that started with just one community in 1993. After 23 years in operation, Merrill Gardens is one of the most respected assisted living operators in the country. Under Pettit’s leadership, the Better Business Bureau named Merrill Gardens the Business of the Year for the company’s commitment to residents, team members and community service and the Family Business Institute named Merrill Gardens the Washington State Family Business of the Year three times in ten years. Pettit also oversees Pillar Properties, the award winning multifamily operator with high end apartment properties in the Puget Sound area. Pillar Properties is also the developer for sister company Merrill Gardens, with eight communities currently expected to open in the next 18 months. Since its inception in 2012, Pillar Properties has grown rapidly and was recognized as the 7th Fastest Growing Private Company in the state of Washington and was named to the INC 5000 list of Fastest Growing Private Companies. Pillar Properties was also honored to be named one of Washington’s Best Workplaces by the Puget Sound Business Journal. Pettit received a bachelor’s degree from Princeton in 1971 and a M.B.A. from the University of Oregon in 1973. He is currently the Senior Living Executive in Residence for Washington State University, teaching courses in Senior Living Management. He serves on the Assisted Living Federation of America (ALFA) Board of Directors and he is the past Chairman of the Executive Board of the American Seniors Housing Association (ASHA).
Senior Vice President
Senior Living Investment Brokerage
Jason Punzel, Senior Vice President, started with Senior Living Investment Brokerage in 2013. From 2015-2016, Mr. Punzel sold 25 facilities totaling over $200 million and received the National Achievement Award both years. Prior to joining Senior Living, Jason was a Managing Partner at White Cap Real Estate, a private equity real estate firm with offices in Washington DC, Wisconsin and Salt Lake City, for thirteen years. Jason led the firm’s acquisitions, financing and equity raising. While at White Cap, Jason led the team to acquire over 130 properties throughout the Midwest and East Coast including office, retail, and apartments. Additionally, White Cap completed 11 REG D equity raises including Tenant-In-Common transactions and real estate funds. Mr. Punzel graduated cum laude from Cornell University with a Bachelor of Science degree in Managerial Economics/Finance.
Senior Vice President, Real Estate
Dague Retzlaff is a Senior Vice President and Loan Originator for Capital One Healthcare’s Real Estate business, a leading provider of financing to the seniors housing, skilled nursing, and medical office sectors. Capital One Healthcare closed over 110 healthcare real estate lending transactions in 2016. Prior to its acquisition by Capital One in 2015, Dague spent more than 10 years underwriting and originating healthcare real estate loans for GE Capital, Healthcare Financial Services. Dague also worked for M&I Bank providing construction and permanent financing for multi-family developments. Dague holds a BBA and a Master of Science in Real Estate and Urban Land Economics from the University of Wisconsin - Madison.
National Long-Term Care Practice Leader
Moss Adams LLP
Amy Runge is a partner and leads the Long Term Care Practice at Moss Adams LLP. She is also a member of its Health Care and Not-for-Profit groups. She has 31 years of experience in accounting, auditing, and consulting, with 25 years dedicated to public accounting. Amy provides accounting, auditing, and consulting services to senior living organizations, including continuing care retirement communities, retirement communities, skilled nursing facilities, assisted living facilities, as well as home health agencies, hospices, clinics, hospitals, foundations, religious organizations, voluntary health, and welfare organizations. She has significant experience conducting audits in accordance with Government Auditing Standards, the OMB Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, the HUD audit guide, and the Accounting and Audit Guide for Healthcare Organizations issued by the American Institute of Certified Public Accountants. She frequently works with clients on tax-exempt bond offerings and debt covenant filings, as well as HUD-financed audits. She is a member of the AICPA, CAHF, the California Society of Certified Public Accountants and Leading Age. Amy is a frequent speaker at health care industry conferences and has authored several articles.
Vice President – Acquisitions
Granite Investment Group
Mr. Sabir joined Granite Investment Group in May 2014 and serves as an integral member of the Senior Housings team. His responsibilities include procuring, negotiating, acquiring and managing seniors housing and skilled nursing assets. Mr. Sabir has approximately a decade of experience in the health care real estate industry. Prior to joining Granite, he worked for Ventas, Inc. in a variety of different roles, including acquisitions and asset management. Most recently, he was an Asset Manager of a diversified portfolio of over 150 properties, consisting of leases, loans, joint-ventures, and distressed assets. Before that, he was a vital member of an elite team that lead the acquisition of multi-billion dollar assets, including the acquisition of a $7.4B competing healthcare REIT, the largest transaction in the firm’s history. Mr. Sabir earned his Bachelor of Science in Finance with honors from the University of Illinois at Urbana-Champaign. He is also a Level III candidate for the Chartered Financial Analyst (CFA) Program. He actively participates in the University of Illinois Business Alumni Mentors Program and also volunteers his time in the local community.
Chief Investment Officer, EVP
Belmont Village Senior Living
Ms. Scott has been active in multiple disciplines within commercial real estate for over 25 years. Since 2007, she has been responsible for spearheading corporate investment strategy for all new development and acquisitions at Belmont Village Senior Living. Execution of the strategy includes market analysis, site location, entitlement, financing and requires coordination of analytical, development and operating teams. For almost 10 years prior to joining Belmont, she was the Director of Seniors Housing at Freddie Mac, where she designed the seniors housing lending program that set the industry standard for due diligence and underwriting. She further oversaw its growth from inception into one of the foremost providers of capital to the industry with a portfolio of over $5 Billion that to this day has maintained a stellar credit history of no defaults or losses. Previously, as Vice President of a publically traded real estate company, AMRESCO (acquired by Lend Lease in 1999), she was involved in the opportunistic valuation and purchase of under-performing debt and commercial real estate assets nationwide. Additionally, she was Vice President in charge of market development and acquisitions for Venture Development Group, then the nation’s eighth largest apartment development and management company. Ms. Scott has been an active member on the Boards of the American Seniors Housing Association and the National Investment Center for Seniors Housing and Care. She has a Masters in Business Administrations in Real Estate and Finance from Southern Methodist University and a Bachelor of Science from Newcomb College (Tulane University).
Dougherty & Company LLC
Mr. Sherman joined Dougherty Mortgage, LLC in August, 2015. He has more than 40 years’ experience in the seniors housing and health care industry, and is an expert in providing financing and financial advisory services in seniors housing, long term care, and health care finance. Beginning in the early 1970’s he worked as a Certified Public Accountant advising health care, long term care, and seniors housing clients on accounting issues, third party reimbursement issues, and real estate and corporate finance issues. He has experience in health care and seniors housing in both the public and private sectors. During his career, he has advised clients and completed financings totaling billions of dollars. These financings include conventional bank debt for new construction and acquisitions, bond financings, taxable and tax-exempt financings, Fannie Mae, and FHA guaranteed financings. Prior to joining Dougherty Mortgage, LLC, for three years, Mr. Sherman served as an Executive Vice President, Capital One Bank, N. A. and prior to Capital One, for twelve years, he served as the Senior Managing Director, Red Capital Group, LLC, responsible for the Seniors Housing and Long Term Care division. Mr. Sherman also served as the President and Chief Executive Officer at Churchill Estates, Inc., an assisted living owner and operator. Mr. Sherman’s began his career serving and consulting with seniors housing and health care clients during his tenure as the National Healthcare and Public Finance Partner at Laventhol & Horwath. Mr. Sherman is a graduate of Macalester College and received his Certified Public Accountant certificate. He is a recognized leader in the seniors housing industry, having presented at many seminars and seniors housing seminars, and serving on the boards of many professional organizations.
VP of Operations
Oakmont Management Group
Courtney Siegel is Vice President of Operations for Oakmont Management Group. She is responsible overseeing Oakmont Senior Living’s new development projects and managing their RCFE communities, including all aspects of the day to day management and operations of the communities. Courtney has also provided oversite to the new development and start-up of eight new communities in two years, leasing up the communities and turning positive NOI within months of the communities openings. Prior to joining Oakmont Management Group, Courtney was with Merrill Gardens for three years. Courtney holds a bachelor’s degree in Business Administration with an emphasis in Marketing from Gonzaga University.
Chairman, CEO & President
Wendy Simpson has been CEO and President of LTC Properties, Inc. since March 2007; and appointed Chairman of the Board in August 2013. She was elected to the Board in 1995 and joined the Company as Vice Chairman in 2000. She has also held the title of CFO of LTC Properties, Inc. Prior to her employment by LTC, Wendy held executive positions in public companies owning and operating acute care hospitals, LTACH hospitals, psychiatric hospitals and home health. She began her career in public accounting and has over 24 years in health care related businesses.
COO and Privacy Officer
Masons of California
Michael Skaff is the Chief Operating Officer and Privacy Officer for the Masons of California. Previously, Skaff was the Chief Information Officer of LesConcierges, where he led customer-facing technology strategy and operations, Product Development, Professional Services and 2 other departments at this Global Concierge Services company, which serves the world’s largest financial institutions and helps drive ultra-high net worth cardholder loyalty. He served for over 4 years as the CIO of the San Francisco Symphony and ran Technical Services at Bare Escentuals, Inc, a $2.4B public cosmetics company acquired by Shiseido. Skaff serves as an advisor to technology and media companies and venture capital firms, and as a guest lecturer at SF State’s business school. He has been named one of the Top Social CIOs on Twitter for 4 years in a row by the Huffington Post, and one of the Top 20 Most Innovative Midmarket CIOs by CRN.
Senior VP of Operations, West Division
Sunrise Senior Living
Jeff Slichta has served in a variety of operating positions with several top companies as well as regional and start up providers throughout his 20 year career in senior housing. Jeff's passion has always and continues to be focused on creating a culture of front line team member engagement. This has proven a successful formula and has led to outstanding operating results in team member retention, outstanding quality outcomes and year over year increases in profitability. Jeff credits the teams he has worked with for all of the success he has enjoyed throughout his career and is currently supporting 124 communities in the United States for Sunrise Senior Living.
Senior Vice President
Walker & Dunlop
With more than 25 years of industry experience, Michael Vaughn, senior vice president, is a senior originator of FHA and bridge loans for assisted living, skilled nursing, and other healthcare facilities. Prior to joining Walker & Dunlop, Mr. Vaughn held numerous positions at the U.S. Department of Housing and Urban Development (HUD). Most recently he was director of the Office of Residential Care Facilities, part of the Office of Healthcare Programs in the Office of Housing in the Department of Housing and Urban Development. While at HUD, Mr. Vaughn was directly responsible for origination and asset management activities related to the $17.5 billion portfolio of Section 232 Insured Mortgages on Skilled Nursing and Assisted Living Facilities. He was involved in the LEAN process re-engineering effort, which enabled the program to reach higher levels of responsiveness, customer service and risk mitigation, both in development (underwriting) and servicing/asset management. Mr. Vaughn also chaired the healthcare loan committee and represented HUD at industry events and before Congress. Previously, in the private sector, Mr. Vaughn was a senior vice president of the Bank of New York’s Fannie Mae/Freddie Mac Multifamily lender, ARCS Mortgage. He was also a vice president of Republic Realty Mortgage Corp., one of Berkadia’s predecessors. In previous government service, he has worked in the Office of Affordable Housing Preservation and the Office of Public Housing Investment at HUD, and as chief asset officer of the Public Buildings Service at GSA. Mr. Vaughn earned his MBA from Yale University’s School of Public and Private Management and his bachelor’s degree from Georgetown University.
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