HANG WITH REAL ESTATE DEALMAKERS

Lisa Knee, Partner, EisnerAmper LLP
Lisa Knee is a Tax Partner with over 20 years of experience advising and serving families and owners of closely held businesses. Her expertise ranges across a variety of industries including hotel, real estate, financial services, aviation and restaurant sectors. She has advised leading real estate owners, operators and developers on acquisitions, re-financings, like-kind exchanges, joint venture arrangements and structuring rehabilitation tax credits. She has also served as an advisor to numerous hotel and hospitality clients and world-renowned restaurants groups.

Melissa Burch, Executive General Manager - New York, Lend Lease
Prior to joining Lend Lease, Burch served as executive vice president for Forest City Ratner Companies where she had overall responsibility for commercial and residential development. She oversaw the development of the Pacific Park project, the 22-acres development formerly called Atlantic Yards that includes the Barclays Center and eight million s/f of new rental and condominium housing, office, retail space, and eight acres of public open space. In addition, Burch spearheaded various projects throughout the New York City region and supervised the on-going leasing of Forest City Ratner’s office and residential operating portfolios.

Brad Klatt, Managing Partner, Canoe Brook Management
Mr. Klatt is the Managing Partner of Canoe Brook Management which oversees the Family Office of the Goldberg, Klatt and Tycher families- founders of Roseland Property Company. At its sale in 2012, Roseland was a multi-billion dollar full service real estate organization primarily involved in the development and construction of large scale multi-phase high density mixed use and luxury residential properties throughout the northeastern United States. With strong historical expertise in land use, construction and property management, as well as its portfolio of more than 10,000 units of multifamily properties, Roseland developed annually more than $500 million in luxury multi-family rental projects. Prior to founding Roseland, Mr. Klatt was a senior officer of Goldman Sachs where he established its Principal Investment Department.

Paul Massey, President - New York Investment Sales, Cushman Wakefield
Together with Partner Robert A. Knakal, whom he met at Coldwell, he founded Massey Knakal Realty Services, the New York metropolitan area’s premier full service brokerage firm. With over 225 employees serving more than 200,000 property owners, Massey Knakal Realty Services was ranked New York’s #1 investment sales firm in volume for the 13th consecutive year by CoStar Group, a national independent tracking agency. With more than $2 billion in annual sales, Massey Knakal was also ranked as one of the nation’s largest privately owned real estate brokerage firms. As CEO of Massey Knakal, Mr. Massey oversaw the direction and growth of the company. He led the development of the firm’s strategic initiatives including geographic expansion as well as the growth of the firm’s service lines. On January 1, 2015, Cushman & Wakefield acquired Massey Knakal and Mr. Massey was appointed President, New York Investment Sales.

Toby Moskovitz, CEO, Heritage Partners
Toby Moskovits is the founder and Chief Executive Officer of Heritage Equity Partners, a family office advisory firm based in NYC. Heritage works with a global network of entrepreneurs and their families, supporting their diversification efforts in acquiring control and minority stakes in operating companies and real estate. Toby has had a long history working with families around the world, both at Heritage and in her previous roles, and has developed a specific expertise guiding the 2nd generation in the art of strategic diversification outside of the family’s core business.