This new “how-to” workshop will provide practical and timely information on the process of raising private equity capital in today’s market. Course instructors will walk attendees through the step-by-step process of: identifying assets for capital raising opportunities, effectively positioning these assets, developing a saleable story, and preparing an equity raise proposal for presentation to varying types of capital sources. Attendees will hear from capital providers and others about the current financial terms, investment criteria and legal agreement imperatives that are part of successful capital raises in the current economic environment.
Turnbridge Capital Partners
New York, NY
Matt McConkie is President of Tunbridge Capital Partners, a New York City based real estate advisory company that focuses on equity raises for operators across commercial real estate categories. Matt has been responsible for placing $250M dollars of equity capital in the last two years. Prior to starting Tunbridge, Matt served as Vice President of Capital Markets at Crosland, a southeastern diversified developer headquartered in Charlotte, NC. While at Crosland, Matt worked in the investment community to arrange equity, debt, and recapitalization funding for both Crosland-related single or multi-asset deals. From 2007-2009, Matt also worked day to day supporting firm CEO Todd Mansfield in the management of company-wide strategic and financial issues.
Prior to joining Crosland, Matthew was a Financial Analyst with Goldman Sachs in New York where he worked in Equities Management and also served as the Director of Asian Trade for the State of Utah.
Dr. Steven H. Ott is Dean of the Belk College of Business and the John Crosland Sr., Distinguished Professor of Real Estate and Development at UNC Charlotte.
Dr. Ott joined the Belk College faculty in 1999 to develop a curriculum in real estate in the Belk College. He crafted an academic concentration in real estate finance and development in the MBA program as well as the M.S. in Real Estate, which enrolled its first class in Fall 2012. The founding director of the Center for Real Estate at UNC Charlotte, Dr. Ott has served as dean since January 2011.
Dr. Ott earned his undergraduate degree in business administration from the University of Wisconsin-Whitewater and both his master’s and doctoral degrees from the University of Wisconsin-Madison. His research focuses on topics such as real estate valuation, real estate public policy issues and real estate development finance and investment, and he has consulted with multiple investment banking, real estate advisory and real estate development firms.
Co-founder & Managing Partner
CenterCap Group, LLC
New York, NY
Prior to forming The CenterCap Group, LLC, Ms. Yu was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis’s $40 billion AUM investment management business). She joined CBREI in July 2007 to co-head the build out of the firm’s M&A efforts. Ms. Yu was charged with providing global advisory expertise in sourcing, structuring and executing entity-level real estate transactions, joint ventures, and acquisitions or recapitalizations of undervalued or distressed real estate investment and development companies and portfolios. Her role was expanded to focus on capital markets activities for CB Richard Ellis Investors’ discretionary funds globally. During her time with CBREI, Ms. Yu sourced over $150 billion of potential investments for the firm’s capital sources and developed over 200 new relationships with third party capital providers. She also was actively involved in the firm’s global portfolio review process. Ms. Yu was a member of CB Richard Ellis Investors’ Global Leadership Team, which oversees execution of strategies and best practices, and was a member of various task forces.
Prior to joining the firm, Ms. Yu was a senior banker in the real estate investment banking groups at Lehman Brothers and Wachovia Securities where she provided mergers and acquisitions, strategic advisory, restructuring and capital markets transaction advice to public and private real estate companies. Ms. Yu also has advised public and private companies in raising private capital for direct real estate investment strategies. During her career, Ms. Yu has been directly involved with approximately $35 billion of advisory assignments and executed over $15 billion of common equity, preferred equity and debt offerings for public REITs and closed end funds.
Ms. Yu holds a B.A. in Economics and International Relations from the University of Pennsylvania and an MBA in finance from Columbia Business School.
Jim Clayton, Ph.D.
Vice President – Research
Cornerstone Real Estate Advisers LLC
New York, NY
Executive Vice President
Metlife Real Estate Investors
USAA Real Estate Company
Federal Capital Partners
Chevy Chase, MD
ULI Member: $395
Government and non-profit: $375
Accommodations and Course Location
Hotel accommodations are not included in the registration fee. If you would like to make hotel arrangements, please contact the appropriate hotel before the date indicated. You are advised to make your reservations as early as possible. NOTE: Hotel room blocks do not exist for programs held at ULI’s offices.
1025 Thomas Jefferson Street, N.W.,
Suite 500 W, Washington, D.C. 20007-5201
Holiday Inn Rosslyn at Key Bridge
1900 North Fort Myer Drive
Arlington, Virginia 22209
Reservations: 800.315.2621 or 703.807.2000
The Four Seasons Hotel
2800 Pennsylvania Avenue, N.W.,
Washington, D.C. 20007
Reservations: 877.707.0843 or 202.342.0444
The Latham Hotel (currently closed for renovations)
3000 M Street, N.W.,
Washington, D.C. 20007
Reservations: 888.587.2377 or 202.726.5000
The Melrose Hotel
2430 Pennsylvania Avenue, N.W.,
Washington, D.C. 20037
Reservations: 800.635.7673 or 202.955.6400
1000 29th Street NW & 1111 30th Street NW
Washington, DC 20007
Avenue Suites NW Hotel
2500 Pennsylvania Avenue
Washington, DC 20037