Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the...

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Mark Alfieri Chief Executive Officer Monogram Residential Trust Mr. Alfieri has served as our Chief Executive Officer since June 30, 2014 and as one of our directors since May 2014. Mr. Alfieri has served as the Company’s President since July 31, 2013, and has also served as our Chief Operating Officer since our inception in 2006. Mr. Alfieri served as Chief Operating Officer of our Former Advisor and our Former Property Manager from September 2006 and March 2008, respectively, to July 31, 2013. Prior to joining Behringer in May 2006, from January 1999 to April 2006 Mr. Alfieri was Senior Vice President of AMLI Residential Properties Trust (“AMLI”), formerly a New York Stock Exchange-listed REIT, where he directed investment activities for the Southwest region. During his seven-year tenure at AMLI, Mr. Alfieri consummated multifamily transactions in excess of $2.5 billion. From 2000 to 2006, Mr. Alfieri was a member of CEC, AMLI’s senior executive committee. In February 2006, AMLI merged into an indirect subsidiary of Morgan Stanley Real Estate’s Prime Property Fund, and the consideration paid for AMLI represented a 20.7% premium over the closing price of its common shares on the last full trading day prior to the public announcement of the merger. From 1991 until 1998, Mr. Alfieri was president and Chief Executive Officer of Revest Group, Inc., a regional full service investment company. Revest was engaged in the acquisition and development of multifamily and commercial properties as a sponsor/general partner on behalf of international and domestic private investors. Mr. Alfieri also was President and Chief Executive Officer of Revest Management Services. Revest Management Services fee managed office, mini-storage and multifamily properties. Mr. Alfieri graduated from Texas A&M with a Bachelor of Business Administration degree in Marketing. Mr. Alfieri is a licensed Real Estate Broker in the State of Texas. Mr. Alfieri served on the Board of Directors of the National Multi Housing Council from 2002 to 2016. Mr. Alfieri is a member of the Texas A&M Mays Business School Masters of Real Estate Advisory Board. In 2011 Mr. Alfieri was honored as Executive Of The Year by Multifamily Executive magazine.

Transcript of Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the...

Page 1: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Mark Alfieri Chief Executive Officer Monogram Residential Trust Mr. Alfieri has served as our Chief Executive Officer since June 30, 2014 and as one of our directors

since May 2014. Mr. Alfieri has served as the Company’s President since July 31, 2013, and has also

served as our Chief Operating Officer since our inception in 2006. Mr. Alfieri served as Chief Operating

Officer of our Former Advisor and our Former Property Manager from September 2006 and March 2008,

respectively, to July 31, 2013.

Prior to joining Behringer in May 2006, from January 1999 to April 2006 Mr. Alfieri was Senior Vice

President of AMLI Residential Properties Trust (“AMLI”), formerly a New York Stock Exchange-listed

REIT, where he directed investment activities for the Southwest region. During his seven-year tenure at

AMLI, Mr. Alfieri consummated multifamily transactions in excess of $2.5 billion. From 2000 to 2006, Mr.

Alfieri was a member of CEC, AMLI’s senior executive committee. In February 2006, AMLI merged into

an indirect subsidiary of Morgan Stanley Real Estate’s Prime Property Fund, and the consideration paid

for AMLI represented a 20.7% premium over the closing price of its common shares on the last full trading

day prior to the public announcement of the merger. From 1991 until 1998, Mr. Alfieri was president and

Chief Executive Officer of Revest Group, Inc., a regional full service investment company. Revest was

engaged in the acquisition and development of multifamily and commercial properties as a

sponsor/general partner on behalf of international and domestic private investors. Mr. Alfieri also was

President and Chief Executive Officer of Revest Management Services. Revest Management Services

fee managed office, mini-storage and multifamily properties.

Mr. Alfieri graduated from Texas A&M with a Bachelor of Business Administration degree in Marketing.

Mr. Alfieri is a licensed Real Estate Broker in the State of Texas. Mr. Alfieri served on the Board of

Directors of the National Multi Housing Council from 2002 to 2016. Mr. Alfieri is a member of the Texas

A&M Mays Business School Masters of Real Estate Advisory Board. In 2011 Mr. Alfieri was honored as

Executive Of The Year by Multifamily Executive magazine.

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Mike Allen Chief White House Correspondent POLITICO  Mike Allen is one of Washington’s most influential and well-connected journalists. The chief White House correspondent for POLITICO, he is the driving force behind its daily email tip-sheet Playbook, which has become the early-morning go-to source for movers and shakers in politics and the media. Between 5:30 and 8:30am each morning, the politerati are reading his insights and being influenced by his words – even before they have had their morning caffeine. His reach extends even to the president, with the New York Times calling him “The Man the White House Wakes Up To,” and Vanity Fair said, “Reading Playbook is as close as you can come on a Washington morning to knowing everything.” Allen is a “founding father” at POLITICO, one of Washington’s most popular publications. He not only reports on but also drives the day’s conversations in and around the Beltway. His sharp journalistic experience and coveted insider status make him an ideal choice to discuss the latest political happenings. In presentations, he offers his non-partisan, energetic and up-to-the-minute insider perspective on the political issues of the day, the Obama administration, the Republican Congress, the upcoming presidential election, and building a business in an unsteady economy. Exclusively represented by Leading Authorities speakers bureau, he has been praised for his dedication, passion, and unmatched ability to give a political story dimension and context. Follow for Award-Winning Political Coverage. TIME named Allen one of its top 140 Twitter feeds, calling him “the Virgil of the beltway, leading the rest of us hapless Dantes through the inferno of America’s political universe.” Vanity Fair named him to its 2011 (#39) and 2012 (#19) “Top 50 New Establishment and Powers That Be” lists, and Allen also won the White House Correspondents’ Association’s Merriman Smith Memorial Award for “Outstanding presidential coverage on deadline” in 2004. Building a Political Powerhouse. In 2006, Allen joined POLITICO—at the time a small organization in a shrinking industry. He sought to carve out a niche in the marketplace by focusing on giving readers one solid take-away from select stories, and with this approach, he helped grow paper into the thriving, 200-person news source it is today. The Washington Post also contributes some of his success to the fact that he is a “native-advertising pioneer.” Allen is also the creator of the daily newsletter, Morning Money, which gives readers insight into the intersection of Washington and Wall Street. It is a must read for everyone from cabinet secretaries to Fortune 500 CEOs. He also co-authored two e-books focusing on the 2012 presidential campaign that he released during the campaign cycle – Politico Playbook 2012: The Right Fights Back and Inside the Circus: Romney, Santorum and the GOP Race. Before POLITICO, Allen served as TIME magazine’s White House correspondent and spent six years at the Washington Post. At WaPo he covered President Bush’s first term, Capitol Hill, campaign finance, and the Bush, Gore and Bradley campaigns of 2000. Before turning to national politics, he worked at the Free Lance-Star, the Richmond Times-Dispatch, and the New York Times.

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Rohit Anand, AIA, NCARB Principal KTGY Group, Inc. Rohit Anand brings a wealth of experience in leading the design of multi-family/residential development projects. Rohit’s experience includes the design of almost 25,000 market rate, for-rent and for-sale, multifamily residential units. He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust, UDR, Kettler, The Bozzuto Group, AvalonBay, Home Properties, Lincoln Property Company and Wood Partners. Mr. Anand and his team typically advise developers on product positioning and are adept at providing efficient construction systems that help to meet developers’ proforma. He and his team have won numerous awards for their work from NAHB chapters. 

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Sue Ansel President and Chief Executive Officer Gables Residential

Sue Ansel is President and Chief Executive Officer. In her 25 plus years with Gables, she has held

positions in acquisitions, development, and operations and has led important company initiatives

including the advancement of real estate technology efforts and third-party client services. Sue serves

on several boards and committee’s including serving as an officer and on the Executive Committee of

the National Multifamily Housing Council, and officer of The Real Estate Council and The Real Estate

Council Foundation Board of Directors, The Dallas Summer Musical Board of Directors and DePauw

University’s Board of Trustees. Sue is also a member of the Urban Land Institute and a graduate of

DePauw University.

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Peter Bergen CNN National Security Analyst and Best-Selling Author of Manhunt  Award-winning journalist and producer Peter Bergen is one of the nation's foremost authorities on

foreign policy, national security, and the new generation of terrorism that threatens the West and its

economic interests. CNN's national security analyst, he is one of the few people to interview Osama bin

Laden face-to-face and the best-selling and award-winning author of five books. His latest is the

upcoming United States of Jihad: Investigating America's Homegrown Terrorists, following up his New

York Times best-seller Manhunt: The Ten-Year Search for Bin Laden - From 9/11 to Abbottabad. It was

named one of the "Best Non-Fiction Books of 2012" by the Washington Post and made into an Emmy-

winning HBO documentary.

When Bergen reports on national security, Congress, the White House, and those who need to be "in-

the-know" sit up and listen. He has traveled repeatedly to the Middle East and South Asia and testified

before multiple congressional committees on national security and terrorism-related issues. He is

heavily connected in the geopolitical world, having interviewed senior While House officials,

Congressmen, Navy SEAL operators, senior officers around the global, and more. Exclusively

represented by Leading Authorities speakers bureau, Bergen offers audiences a straight-from-the-

source, insider's perspective our nation's growing geopolitical challenges and how they have the

potential to affect American business.

Best-Selling Books and Writing. In addition to United States of Jihad and Manhunt, Bergen is also

the author of New York Times best-seller The Longest War: The Enduring Conflict between America

and Al-Qaeda (2011), which was called "one of the most important accounts on the subject to appear in

years" by the New York Times. He also wrote the New York Times best-seller Holy War, Inc. and The

Osama bin Laden I Know, both of which were named one of the best non-fiction books of the year by

the Washington Post and turned into Emmy-nominated documentaries.

Bergen has written on national security issues for the New York Times, the Washington Post, TIME,

and many, many other domestic and international publications. He is a contributing editor at Foreign

Policy and writes a weekly column for CNN.com. He has also worked as a correspondent or producer

for several documentaries that have aired on National Geographic, Discovery, and CNN.

National Security Expertise. Bergen is a member of the Homeland Security Project, a successor to

the 9/11 Commission. He also serves as the director of the international security program at the New

America Foundation in Washington, DC, and is a research fellow at Fordham University's Center on

National Security. He is a professor of practice at Arizona State University's School of Politics and

Global Studies and has held teaching positions at the Kennedy School of Government at Harvard

University and at the School of Advanced International Studies at Johns Hopkins University. He is also

on the editorial board of Studies in Conflict & Terrorism, a leading scholarly journal in the field.

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Dr. Ben S. Bernanke Distinguished Fellow in Residence with the Economic Studies Program, Brookings Institution Former Chairman of the Board of Governors, Federal Reserve System  Ben S. Bernanke is a Distinguished Fellow in Residence with the Economic Studies Program at the

Brookings Institution. From February 2006 through January 2014, he was Chairman of the Board of

Governors of the Federal Reserve System. Dr. Bernanke also served as Chairman of the Federal Open

Market Committee, the System's principal monetary policymaking body.

Before his appointment as Chairman, Dr. Bernanke was Chairman of the President's Council of

Economic Advisers, from June 2005 to January 2006. He had already served the Federal Reserve

System in several roles. He was a member of the Board of Governors of the Federal Reserve System

from 2002 to 2005.

From 1994 to 1996, Dr. Bernanke was the Class of 1926 Professor of Economics and Public Affairs at

Princeton University. He was the Howard Harrison and Gabrielle Snyder Beck Professor of Economics

and Public Affairs and Chair of the Economics Department at the university from 1996 to 2002. Dr.

Bernanke had been a Professor of Economics and Public Affairs at Princeton since 1985.

Before arriving at Princeton, Dr. Bernanke was an Associate Professor of Economics (1983-85) and an

Assistant Professor of Economics (1979-83) at the Graduate School of Business at Stanford University.

His teaching career also included serving as a Visiting Professor of Economics at New York University

(1993) and at the Massachusetts Institute of Technology (1989-90).

Dr. Bernanke has published many articles on a wide variety of economic issues, including monetary

policy and macroeconomics, and he is the author of several scholarly books and two textbooks. He has

held a Guggenheim Fellowship and a Sloan Fellowship, and he is a Fellow of the Econometric Society

and of the American Academy of Arts and Sciences. Dr. Bernanke served as the Director of the

Monetary Economics Program of the National Bureau of Economic Research (NBER) and as a member

of the NBER's Business Cycle Dating Committee. In July 2001, he was appointed Editor of the

American Economic Review. Dr. Bernanke's work with civic and professional groups includes having

served two terms as a member of the Montgomery Township (N.J.) Board of Education.

Dr. Bernanke was born in December 1953 in Augusta, Georgia, and grew up in Dillon, South Carolina.

He received a B.A. in economics in 1975 from Harvard University (summa cum laude) and a Ph.D. in

economics in 1979 from the Massachusetts Institute of Technology.

Dr. Bernanke is married and has two children.

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Doug Bibby President National Multifamily Housing Council

Douglas M. Bibby is President of the National Multifamily Housing Council (NMHC), a national

organization of more than 1,100 member firms involved in the multifamily housing industry. Under his

leadership NMHC represents the industry on Capitol Hill and before the regulatory agencies, promotes

research and the exchange of information, and advocates for rental housing across a broad spectrum

of issues. Prior to joining NMHC, Bibby spent 16 years as a senior officer of Fannie Mae, where he

served on the company’s Management Committee throughout his tenure. He was part of the top

management team that is credited with the remarkable turnaround at Fannie Mae in the book Good to

Great.

Bibby began his career with the worldwide communications firm J. Walter Thompson where he served

a variety of clients both domestically and internationally over his 12-year career with the company. At

the time of his departure from J. Walter Thompson, he was Senior Vice President and General

Manager of the firm’s Washington, D.C. operations. Bibby has been active in the non-profit community

of Washington, D.C. for the past 30 years.

Bibby graduated from Denison University with a B.A. degree and was honored with the university’s

Alumni Citation Award in 2004. He also holds a Masters of Business Administration degree from the

University of Texas at Austin.

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Jeffrey I. Brodsky Vice Chairman Related Companies

Jeffrey I. Brodsky is Vice Chairman of Related Companies. Mr. Brodsky joined Related’s affordable

housing development group in 1982 as a development associate and rose through the ranks to serve

as President of Related Management Company for the last 18 years. In 2015 he was named Vice

Chairman of Related Companies where he works closely with Related’s executive team to optimize

business development and drive improved performance and results, across the platform and

internationally.

Mr. Brodsky is a member of the Real Estate Board of New York Residential Management Council and

the recipient of its 2006 George M. Brooker Management Executive of the year award, the Board of

Directors of the Corporation for Supportive Housing, the National Leased Housing Association, the

Realty Advisory Board of N.Y., and served a 4 year role as the Chairman of the Property Management

committee of the National Multi‐Housing Council. He is the 2009 recipient of the Institute for Real

Estate Management (IREM) NY Chapter Certified Property Manager of the Year Award.

He has also been the past Chairman of Urban Green, the US Green Building Council chapter in New

York, is a member of FNMA’s Green Housing Task Force, and is the current Chairman of the New York

Energy Efficiency Corporation. In 2009 Mr. Brodsky initiated Related’s National Smoke Free Housing

program across all asset classes, the first such program in the U.S. He holds a Bachelor of Science

degree in Mechanical Engineering from Rensselaer Polytechnic Institute and a Master’s degree in

Business Administration from New York University.

Page 9: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Cliff Chandler Managing Director Greystar  Cliff Chandler is a Managing Director of Investments on the West Coast for Greystar, and is primarily

responsible for acquisitions, asset management and dispositions for the Pacific Northwest, Northern

California, Phoenix, and Minneapolis. During his tenure with Greystar, Cliff has led the acquisition of

over $1.6 billion of multifamily properties. Cliff joined Greystar in 2011, and has been a multifamily

professional since 2001. Previously Cliff was an Acquisition Associate with TA Associates Realty,

where he assisted with sourcing, underwriting, and closing $729 million of value-add acquisitions in 23

transactions. Prior to that, he was an Associate Director in the North America Venture Investments

group with GE Capital Real Estate. Cliff holds an MBA from Harvard Business School and graduated

with a Bachelor of Business Administration summa cum laude from the University of San Diego. He is a

full member of the Urban Land Institute and currently serves on the ULI NEXT Council.

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Cindy Clare President Kettler Management Inc. Cindy Clare serves as President of Kettler Management Inc., a McLean, Virginia, based property

management firm specializing in apartments that range from high-end luxury to affordable housing.

Ms. Clare joined Kettler in March 2005, and oversees operations of 30,000 apartments currently under

management, as well as a pipeline of 5,000 additional units that Kettler expects to bring on line over the

next several years. Kettler also manages over 20,000 units for third party clients and has expanded

outside of the Washington Metropolitan area. Prior to joining Kettler, Ms. Clare worked at The Mark

Winkler Company, a real estate development and management company based in Alexandria.

Va. During her tenure at Winkler, Clare was responsible for all operations related to residential

management, overseeing over 6,000 units. Under her guidance, many innovative processes were put in

place to improve customer service and attract and retain skilled, professional personnel.

Ms. Clare earned a bachelor's degree from the University of Virginia. She also earned the Certified

Property Manager designation from The Institute of Real Estate Management and the Real Property

Administrator designation from the Building Owners and Managers Association. Ms. Clare is a past

president of IREM’s Northern Virginia Chapter and a past Regional Vice President. She is also a

member of the National Faculty for IREM. Ms. Clare is a past President of the Apartment and Office

Building Association and a member of the NAA Board of Directors.

Page 11: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Deb Cloutier Principal and Co-Founder JDM Associates Deb has provided consulting services in commercial real estate, energy management, and

sustainability for over 20 years; supporting EPA’s ENERGY STAR program since its inception and

playing a critical role in recruiting more than four billion square feet of real estate to the program. She

has extensive experience designing, developing, implementing, and managing sustainability programs

in the built environment. Deb now works with several large institutional owners, and supports the DOE

Better Buildings Initiative to promote strategic environmental management as a standard business

practice. Clients have achieved energy savings of over $100 million since 2006 under her guidance,

and consistently receive recognition for their leadership in sustainability and energy efficiency. Deb

began her career at AIA, where she served as liaison to architects and the public regarding

environmentally preferred building materials and design, and had the distinct pleasure of supporting the

Greening of the White House under the Clinton Administration.

Page 12: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Ziv Cohen President Resmark Apartment Living Mr. Cohen joined Resmark in 2001. With more than 20 years of real estate experience, he has been

involved in the financing and development of over 10,000 residential units in the United States and

Israel. Mr. Cohen's responsibilities include overseeing the day-to-day operations and strategy for

Resmark Apartment Living. Under his direction since 2011, Resmark's multifamily division has acquired

and developed approximately 4,500 units through joint venture and direct investments. Previously, Mr.

Cohen established the firm's Northern California Division in 2003 and successfully expanded its

California operations. He also led Resmark's emergence as a key player in the area of direct

investments in land and housing in 2007.

Prior to joining Resmark, Mr. Cohen was a member of Fieldstone Communities' management team,

where he was responsible for land acquisition and entitlements, product design, construction

management, and sales and marketing operations for multiple projects. Before arriving in the United

States, he served as an operations manager for Peled Residential Construction in Israel and prior to

that as an officer in the Israeli Defense Forces. He received a Bachelor of Arts degree in Political

Science from Tel Aviv University, and an M.B.A. from Pepperdine University. 

Page 13: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Jeffery J. Daniels Managing Director AIG Global Real Estate Investment Corp. Mr. Daniels is a Managing Director with AIG Global Real Estate Investment Corporation. In this role, he

oversees the acquisition and asset management of the company’s multifamily portfolio and is the primary

liaison for AIG’s strategic relationships with leading national real estate development and management

companies. Since joining AIG as an analyst in 2003, Mr. Daniels has assumed various roles within the

multifamily business unit, including managing AIG’s $600 million multifamily fund. To date, Mr. Daniels

has developed and acquired over $3.5 billion of multifamily investment products, growing the firm’s

portfolio to over 32,000 units.

Prior to joining AIG Global Real Estate, Mr. Daniels was an Assistant Vice President at Zurich Structured

Finance, where he managed a $1.5 billion multifamily portfolio financed with Section 42 Low Income

Housing Tax Credits. Prior to Zurich, he worked for Colliers ABR, Inc. as a Senior Accountant in the

Property Management Group.

Mr. Daniels received a Bachelor of Science degree in accounting from Hampton University and an MBA

in business management from Bloomsburg University. He is on the Board of Directors of the National

Multifamily Housing Council, is a Sustaining Member of the Urban Land Institute, a Member of the ULI

Multifamily Bronze Council, and serves on the Board of Trustees of Friends Academy and the Board of

Directors of the Community Development Corporation of Long Island.

 

Page 14: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Mark Delisi Sr. Director of Corporate Responsibility AvalonBay Communities Mark is the Sr. Director of Corporate Responsibility at AvalonBay Communities, an equity Real-Estate

Investment Trust in the business of developing, redeveloping, acquiring and managing apartment

communities in leading metropolitan areas in New England, the New York/New Jersey Metro area, the

Mid-Atlantic, the Pacific Northwest, and the Northern and Southern California regions of the United

States.

He leads AvalonBay’s environmental sustainability, strategic philanthropy and responsible procurement

programs. In addition, he is responsible for interacting with AvalonBay stakeholders and investors on

the Company’s commitment to Corporate Responsibility and reporting to all stakeholders on CR metrics

and the company’s 2020 CR goals.

Prior to joining AvalonBay, Mark spent 17 years at Computer Sciences Corporation (CSC), where he

most recently led their global Corporate Responsibility program. In other positions with CSC, Mark led

their Leadership Academy, responsible for executive, senior leader and managerial development.

Before that he spent five years supporting CSC’s business developers and account managers, leading

strategic sales training and helping large account develop plans to grow and improve client

relationships.

Mark holds a Bacherlors degree in Mechanical Engineering and a Master of Arts in Theological Studies

from the University of Dayton. He lives in Leesburg, VA, with his wife and three children. 

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Robert E. DeWitt Vice Chairman, President and Chief Executive Officer GID Robert E. DeWitt is Vice Chairman, President and Chief Executive Officer of GID. He oversees

corporate strategy development, new client/equity partner sourcing and procurement, property

acquisitions and dispositions, client relations and overall management of the company.

In his oversight of GID's equity co-investment programs – the Windsor Realty Funds – Mr. DeWitt

directs real estate acquisitions, dispositions, portfolio management and partner communications.

Previously, he was Chief Investment Officer of GID and Senior Vice President of GID Acquisitions. Mr.

DeWitt joined the company as Vice President of GID Acquisitions in 1987. From 1982 to 1987, he

worked as Vice President of Acquisitions at Winthrop Financial Associates, a national real estate

investment banking and syndication firm based in Boston.

Mr. DeWitt received an MBA from The Amos Tuck School of Business Administration at Dartmouth

College and a BA from Middlebury College.

Page 16: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Jared Ford Senior Vice President, Multifamily Construction Crescent Communities Jared Ford joined Crescent in 2013. He has more than 15 years of experience managing the design

and construction of multifamily investments totaling 11,000 apartment units, 350,000 sf of retail, and

250,000 sf of office space.

Prior to Crescent, Ford’s resume includes: Vice President with Fortune-Johnson, General Contractors

where he was responsible for all aspects of many major projects, managing large teams and reporting

directly to the Chief Executive Officer.

He serves on the Board of Directors for Eastern Carolina University Construction Department and the

Board of Directors of National Multifamily Housing Council; participates in Associated Builders and

Contractors and Urban Land Institute; and is an active member of his local church.

Ford received his Master’s from Georgia Tech and Bachelor’s degree from Western Kentucky

University, both in Civil Engineering.

Page 17: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

John Gray Managing Director and Head of Investments Lennar Multifamily Communities Mr. Gray is Managing Director and Head of Investments for Lennar Multifamily Communities. Focused on raising debt/equity and dispositions nationally, John oversees the investment activity of LMC. Since the firm was founded in summer of 2011, LMC has closed into 51 development joint ventures with a total cost of $3.9 billion. In 2014 and 2015, LMC began construction on 9,147 apartment units and raised a build-to-core equity fund with $1.1 billion in commitments to date from institutional investors. Prior to joining Lennar, Mr. Gray spent time at Crescent Communities, Grandbridge, and Laureate Capital.

Page 18: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Andy Green Vice President TriBridge Residential Andy Green is responsible for the origination of acquisition and development opportunities for TriBridge

in Georgia and Tennessee. As Vice President at TriBridge, Andy has led the acquisition of a number of

properties including 1065 Midtown, a luxury high-rise in Midtown Atlanta, and the closing of Inman

Quarter, a mixed-use property in the Inman Park neighborhood in Atlanta.

From 2011 through 2013, Andy was a Vice President with responsibilities of acquisitions and asset

management for Lubert Adler Real Estate Funds, a Philadelphia-based private equity firm. During his

time at Lubert Adler, Andy acquired approximately $750 million of hotels and apartment communities.

Prior to joining Lubert Adler, Andy was an investment banker in the real estate group at Friedman,

Billings, Ramsey, a Washington D.C. based firm.

Andy received a Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill and

a Masters in Real Estate with a concentration in Finance from Cornell University. He is also a member

of the Urban Land Institute.

In his spare time, Andy enjoys playing golf, working out at his CrossFit gym and has competed in

several triathlons. When he is not in the office, he can usually be found watching a Tar Heels game or

spending time with his family in Wrightsville Beach, NC.

Page 19: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Steve Hefner Senior Vice President of Construction Camden

Stephen R. Hefner is responsible for directing and supervising Camden's construction operation across the company's entire portfolio. He oversees construction management and general contracting for multifamily and other real estate properties developed by Camden and third-party clients. He is involved in site due diligence, acquisition, design team selection and direction, as well as cost estimating, project management, and general contracting. He has worked in over twelve different states across the nation. Hefner began his career in construction with Worthing Southeast Builders, managing multifamily housing developments projects. He was then responsible for many of the same activities under SAE Spaw Glass/Cahaba Residential, a light commercial and residential builder based throughout the United States. Later, Hefner served as Construction Manager for Gross Builders, a privately-owned development and construction company in Houston, Texas. He oversaw general contracting for the owner and developer before transferring to Camden. Hefner received an Associate's Degree in Applied Science, Building Construction, from Texas State Technical Institute in 1985, and studied Finance at Southwest Texas State University as an undergraduate. Hefner is Chairman of the multifamily council for the greater Houston Builders Association, and is a member of the national multifamily council of the NAHB, Houston Building Council, and the Houston Apartment Association. He is a licensed contractor in multiple states throughout the United States.

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Jessie Henry Managing Director - East Acquisitions Mill Creek Residential Jessie Henry joined Mill Creek in 2014 and serves as Managing Director - East Acquisitions, where she

is responsible for implementing the company's East Region investment and acquisition strategies,

including sourcing, underwriting, negotiating, and managing targeted investment opportunities.

Prior to joining Mill Creek, Ms. Henry worked with AvalonBay Communities. During her six year tenure

with AvalonBay, Ms. Henry was promoted from Director to Senior Director of Investments, where she

transacted $1.3B in multi-family acquisitions and dispositions, including associated asset management

and redevelopment initiatives for these assets. From 2006 to 2008, Ms. Henry was a Principal with

Thackeray Partners, a real estate private equity firm, where she invested in retail, industrial, office and

multifamily through a national operating partner network.

Ms. Henry is on the Board of the National Multifamily Housing Council’s (NMHC) Emerging Leaders

Program Committee. She was named one of Bisnow Media’s 2013 “35 under 35: Rising Stars in DC

Commercial Real Estate.” Ms. Henry holds a Masters of Business Administration from Darden

Graduate School of Business Administration and a Bachelor of Science in Business Administration for

Georgetown University. She is the co-founder of the Washington, DC-area Multi-Family Network and a

member of the ULI Young Leaders Program.

Page 21: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Clyde Holland Chairman and CEO Holland Partner Group

Clyde Holland is responsible for the strategic direction of Holland Partner Group, which is active in

developing, redeveloping, acquiring and managing multifamily communities in some of the Western

U.S.’s most demanding markets.

Prior to establishing the Holland Partner Group, Clyde served as the West Coast Group Managing

Partner of Trammell Crow Residential (TCR). Clyde has directed the development or rehabilitation of

over 25, 000 units and is approaching $5 billion in total transaction volume.

Within the multifamily industry, Clyde has taken a significant lead in the development of teams focused

on new multifamily product concepts which address high-density, urban in-fill opportunities located to

leverage public transportation. His teams’ accomplishments include Glo, a celebrated 200-unit mid-rise

in Downtown Los Angeles; Dexter Lake Union, a 201-mid- rise in Downtown Seattle, which was named

Market Rate Multifamily Development Of The Year by Multi-Family Executive magazine; and M-Street,

a 220-unit high-rise, with 40,000 square feet mid-rise office, and 12,000 square feet grocery, which was

named Washington State NAIOP 2007 Project Of The Year, Union SLU development in Seattle’s South

Lake Union was named 2013 National Multi-Family Mid-Rise Development of the year by Multi-Family

Executive and Coppins Well received the Emerald Awards winner for new development of the year

2013. Holland Partner Group’s value-added acquisition team has acquired and re-positioned over

10,000 units, and is active in Colorado, Arizona, the Pacific Northwest and California.

Clyde serves on the Executive Board of the National Multifamily Housing Council and is a member of

the Urban Land Institute - Multifamily Bronze Council.

Page 22: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Lou Holtz Legendary Football Coach and Analyst, ESPN (2004-2015)

Lou Holtz has established himself as one of the most successful college football coaches of all time.

Born Louis Leo Holtz on January 6, 1937, Holtz grew up in East Liverpool, Ohio, just up the Ohio River

from his Follansbee, West Virginia, and birthplace. He graduated from East Liverpool High School,

earned a Bachelor of Science degree in History from Kent State in 1959 and a master’s degree from

Iowa in Arts and Education in 1961. He played linebacker at Kent State for two seasons before an

injury ended his career. He has received 14 honorary doctorate degrees.

COACH

Holtz is the only coach in the history of college football to: 1) Take 6 different teams to a bowl game. 2)

Win 5 bowl games with different teams. 3) To have 4 different college teams ranked in the final Top 20

poll.

Despite never inheriting a winning team, he compiled a 243-127-7 career record that ranked him third in

victories among active coaches and eighth in winning percentage. His 12 career postseason bowl

victories ranked him fifth on the all-time list. Holtz was recently selected for the College Football Hall of

Fame, class of 2008, which places him in an elite group of just over 800 individuals in the history of

football who have earned this distinction. Approximate 1 in 5,000 people who played college football or

coached it make it into the Hall of Fame. In April of 2012, Coach Holtz was inducted into the Cotton

Bowl Hall of Fame.

The Follansbee, West Virginia, native became the 27th head coach of Notre Dame following two

seasons at Minnesota (1984 to 85), seven at Arkansas (1977 to 83), four at North Carolina State (1972

to 75) and three at William & Mary (1969 to 71). He spent the 1976 season as head coach of the New

York Jets of the National Football League. Twenty-one of the 26 collegiate teams under his direction

have earned post-season bowl invitations—and 14 have finished in the final AP top 20, eight in the top

10 (not including the 1995 finish in that category).

Holtz’s head-coaching career began in 1969 at William & Mary at age 32. His second team in 1970 won

the Southern Conference title and advanced to play 15-ranked Toledo in the Tangerine Bowl in the only

postseason appearance in the history of the school. Holtz’s stab at professional football—between his

tenures at North Carolina State and Arkansas produced a 3-10 record. He resigned the week of the

Jets’ final regular season game.

Before becoming head coach at William & Mary in 1969, Holtz served as an assistant coach at Iowa

(freshmen, 1960), William & Mary (offensive backs, 1961 to 63), Connecticut (defensive backs, 1964 to

65), South Carolina (defensive backs, 1966 to 67) and Ohio State (defensive backs, 1968). The

Buckeyes won the national championship in 1968 in his one season on the Ohio State staff. He worked

Page 23: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

under such respected coaches as Forest Evashevski at Iowa, Rick Foranzo at Connecticut, Paul

Dietzel at South Carolina and Woody Hayes at Ohio State.

When Holtz took over as Notre Dame’s 27th head football coach back in November of 1985, he brought

with him a well-proven reputation as a fixer of football programs following a series of spectacular repair

jobs at William & Mary, North Carolina State, Arkansas and Minnesota.

NOTRE DAME

Twenty-six seasons as a collegiate head coach earned Holtz a sterling reputation for turning pretenders

into contenders—for taking football programs and elevating them a level or two on their way to the top

20. But nowhere has he done this as impressively than at Notre Dame.

He enhanced that track record quickly, needing only two years to put the Fighting Irish back into a

major post-season bowl game for the first time in seven seasons. Holtz proved he could take the Irish

back to the ranks of college football’s elite and keep them there on a consistent basis.

He also has developed a well-earned reputation as an expert when it comes to knocking off highly

ranked opponents. That ability has been particularly well displayed in bowl games, with his team

recording wins on January 1 in five of the last seven seasons against teams with a combined record of

74-4-1, all of them ranked seventh or higher in the Associated Press poll.

In his 11 seasons at Notre Dame, Holtz chalked up more victories than the number accumulated by

Parseghian, Rockne or Leahy in their first 11 years on the job. Including the consensus national

championship in 1988, a record 23-game winning streak that ranks as the longest in Notre Dame

history. An overall 100-30-2 mark during those eleven years—his accomplishments nonetheless have

positioned him alongside those Fighting Irish coaching legends. When the Fighting Irish met Florida in

the 1996 Orange Bowl, it was the ninth straight year Holtz had taken Notre Dame to the traditional

January post-season bowls (Cotton Bowl following 1987, 1992 and 1993 campaigns, Fiesta in 1988

and 1994, Orange in 1989, 1990 and 1995, Sugar in 1991). This is something that no other coach in

the country has matched. Holtz is the 2008 recipient of the Notre Dame Monogram Club’s highest

honor, the Moose Krause Distinguished Service Award.

After his departure from Notre Dame following the 1996 season, he joined CBS Sports’ College

Football Today for two seasons as a sports analyst and worked with United States Filter (a global

provider of water treatment) as a customer relations spokesman. From there he went on to be head

coach at the University of South Carolina for six seasons from 1999-2004 where he led the Gamecocks

to back-to-back January 1 bowl games for the first time in the history of the school and defeated Ohio

State in consecutive bowl appearances.

Page 24: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

ESPN Sports Analyst

Holtz served as a college football studio analyst on ESPN from 2004-2015. He appeared on

ESPNEWS', ESPN College GameDay programs, SportsCenter as well as an on-site analyst for college

football games.

SPEAKER

For many years Holtz has been considered among the greatest speaking legends in America today. He

speaks on overcoming seemingly impossible challenges by setting your own goals and working to

achieve them.

He has built a reputation as a motivator, a demanding disciplinarian and someone who relishes

challenges and hard work.

AUTHOR

Holtz has authored three New York Times best-selling books The Fighting Spirit that chronicled Notre

Dame's 1988 championship season and Winning Everyday: A Game Plan For Success (August 1998),

which has been published in several languages. His latest book which was released August 15, 2006 is

Wins, Losses and Lessons, an autobiography of his life and the lessons he has learned, and is also a

best seller.

Additionally, he has produced three highly acclaimed motivational videos: Do Right, Do Right II, and If

Enough People Care. The Lou Holtz Hall of Fame opened in East Liverpool, Ohio in July 1998. And he

recently released his latest video, Do Right 20 Years Later.

The Walter Camp Football Foundation, an award that is presented annually to an individual who has

attained a measure of success and been a leader in his chosen profession, named Lou Holtz 1998’s

"Man of the Year". This is the second time Coach Holtz has been saluted by the organization named for

the legendary Father of American Football. In 1977, while in Arkansas, he was named Coach of the

Year.

Married to Beth Barcus of East Liverpool on July 22, 1961, Holtz and his wife are the parents of four

children and currently reside in Orlando, Florida.

Page 25: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Grace Huebscher President Capital One Multifamily Finance

Grace co-founded Beech Street Capital in 2009, Fannie Mae, Freddie Mac and FHA multifamily

lending. Beech Street was sold to Capital One Multifamily Finance in 2013 where Grace is currently the

President. Prior to 2009, Grace held senior management positions in multifamily housing at Fannie

Mae. During her tenure at the agency, she was responsible for pricing and capital markets, structured

finance, affordable and large loan lending, and the pool channel. She introduced Fannie Mae’s lending

program for the manufactured housing community and built the multifamily small loan business from

$400 million in the early 2000s to several billion dollars in 2009.

Prior to Fannie Mae, Grace served as CEO of National Cooperative Bank Mortgage Company, where

she built the first CMBS platform for originations. Prior to that, she was a lender in New York City for

Security Pacific and Chase Manhattan Bank.

Grace currently serves on the Fannie Mae DUS Advisory Council, as a member of the Commercial

Board of Governors for the MBA, and as a member of the Urban Land Institute’s Multifamily Silver

Council. Grace is also a director of the Catholic Charites/Spanish Catholic Center and has been a

board member of The Kenyon Review since 1998.

Grace graduated magna cum laude with a double major in economics and Spanish literature from

Kenyon College and completed the MIT Senior Executive Program. She is a member of Phi Beta

Kappa.

Grace lives in Chevy Chase, Maryland with her husband and two children.

Page 26: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Dick Knapp Senior Vice President, Acquisitions Foulger-Pratt

As Senior Vice President of Acquisitions, Dick Knapp oversees the Company’s acquisition of Multi-Family apartments, including luxury, ground-up communities and value-add renovations. He has been responsible for growing the Foulger-Pratt multi-family portfolio and pipeline to over 8,000 homes. Prior to joining Foulger-Pratt, Mr. Knapp was a partner at KSI Services Inc., where he founded the company’s multi-family and property management divisions, developing an apartment portfolio of over 12,000 homes. Mr. Knapp holds a B.A. with honors from Grinnell College and a Masters of City Planning from University of Pennsylvania.

Page 27: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Tom Koulopoulos President and Founder Delphi Group Tom Koulopoulos is acknowledged as one of the industry’s leading futurists. He is the author of ten

books and founder of Delphi Group, a 20-year-old Boston-based think tank, which was named one of

the fastest growing private companies in the US by Inc. Magazine. Delphi provides advice on

innovation practices and methods to Global 2000 organizations and government agencies. Tom is also

a columnist for Inc.com, an adjunct professor at Boston University Graduate School of Management, an

Executive in Residence at Bentley University, the past Executive Director of the Babson College Center

for Business Innovation, and past Executive Director of the Perot Systems Innovation Lab, which was

acquired in 2009 by Dell Computer.

Named one of the industry’s most influential consultants by InformationWeek magazine, his articles and

market insights appear frequently in national and international print and broadcast media such

as BusinessWeek, the Wall Street Journal, Forbes, The Economist, CNBC, CNN and NPR. Geoff

James of CBS Interactive Media called Tom “one of the truly deep thinkers in the arena of technology

and culture.” Forbes.com named Tom one of its Business Visionaries with “an incisive view of world

trade…”

Mr. Koulopoulos’ ten books include his most recent, The Gen Z Effect; Cloud Surfing; The Innovation

Zone; and Corporate Instinct.

His work has been praised by luminaries such as Peter Drucker and Tom Peters who called his writing

“a brilliant vision of where we must take our enterprises to survive and thrive.” And according to the late

Peter Drucker, Tom’s writing “makes you question not only the way you run your business but the way

you run yourself.”

Page 28: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Michele C. Meyer-Shipp Vice President and Chief Diversity Officer Corporate Human Resources

Michele C. Meyer-Shipp is vice president and Chief Diversity Officer at Prudential. She is responsible

for leading and supporting all diversity and inclusion efforts for the company, and for ensuring ongoing

compliance with federal and state equal employment opportunity/affirmative action laws.

Meyer-Shipp joined Prudential in April 2010 as vice president and counsel in the Employment and

Labor Law Group. In this role, she provided legal advice, counsel, training and investigative support to

several lines of business on a variety of employment and human resources related matters.

Prior to joining Prudential, Meyer-Shipp served as General Counsel of the Waterfront Commission of

New York Harbor, and spent four years at Merrill Lynch, where she served as employment counsel and

lead of its diversity and inclusion efforts in the Global Wealth Management business.

Before Merrill Lynch, Meyer-Shipp served as Director of New Jersey’s Division of Equal Employment

Opportunity and Affirmative Action. Prior to joining the ranks of public service, Meyer-Shipp was in

private practice with the law firms of Collier, Jacob & Mills, P.C. and Lowenstein, Sandler, P.C., both in

Roseland, N.J. She also served as an Adjunct Professor at Seton Hall University School of Law, her

alma mater. She served as Law Clerk to the Honorable James H. Coleman, Jr. of the New Jersey

Supreme Court.

Meyer-Shipp is on the Boards of GLSEN, Inc. (The Gay, Lesbian & Straight Education Network), the

National Organization on Disability, and the American Conference on Diversity. She is an active

member of several professional associations including the Association of Corporate Counsel, Minority

Corporate Counsel Association, Corporate Counsel Women of Color, National Employment Law

Council, and the Society for Human Resource Management. She also is a Co-Chair of the Asia Society

Global Talent and Diversity Council. Meyer-Shipp was recently named a “Diverse Attorney of the Year”

by the New Jersey Law Journal, and has received numerous honors including the Oliver Randolph

Award from the Garden State Bar Association, the New Jersey Women Lawyers Association’s

Women’s Initiative and Leaders in Law (WILL) Platinum Award for the Corporate Sector, and has made

the Black Enterprise List of Top Executives in Corporate Diversity for two consecutive years. She has

also been named as one of the “Most Powerful & Influential Women of the Tri-State Area” by The Tri-

State Diversity Council.

Page 29: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Gregory Mutz CEO AMLI Residential Mr. Mutz is the Chairman & CEO of AMLI Residential, which he co-founded in 1980. Mr. Mutz serves

on the Board of RBI Holdings, a St. Petersburg, Russia based real estate company (2007-present) and

serves on the Board of WAN, S.A., a real estate company headquartered in Warsaw, Poland (2007-

present). Mr. Mutz is a Trustee of the Aston Family of Mutual Funds (1993-present). He received a B.A.

from DePauw University in 1967 and a J.D. from the University of Michigan Law School in 1973. Mr.

Mutz served as an infantry lieutenant in Vietnam (1968-69). 

Page 30: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Michael J. Schall President and Chief Executive Officer Essex Property Trust Mr. Schall, Director, is the President and Chief Executive Officer of Essex. He previously served as the

Senior Executive Vice President and Chief Operating Officer for the Company from 2005 to 2010,

during which years he was responsible for the strategic planning and management of the Company’s

property operations, redevelopment and co-investment programs. From 1993 to 2005, Mr. Schall was

the Company’s Chief Financial Officer, responsible for the organization’s financial and administrative

matters. He joined The Marcus & Millichap Company in 1986. He was also the Chief Financial Officer of

the Company’s predecessor, Essex Property Corporation. From 1982 to 1986, Mr. Schall was the

Director of Finance for Churchill International, a technology-oriented venture capital company. From

1979 to 1982, Mr. Schall was employed in the audit department of Ernst & Young (then known as Ernst

& Whinney), where he specialized in the real estate and financial services industries. Mr. Schall

received a B.S. from the University of San Francisco. Mr. Schall currently serves as a member of the

Board of Trustees of Pebblebrook Hotel Trust, Inc. Mr. Schall is a Certified Public Accountant (inactive)

and is a member of NAREIT, the National Multifamily Housing Council, the AICPA, and the Board of

Governors of NAREIT.

Page 31: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Mike Schlegel President Bozzuto Construction Company Mike Schlegel is President of Bozzuto Construction Company, the general contracting division of The Bozzuto Group. Since joining the company in 1999, Mike has overseen the construction of more than 20,000 multifamily units and over 1 million square feet of retail, along with public and private infrastructure projects with an aggregate contract value exceeding $3 billion. Prior to joining Bozzuto Construction Company, he was a Vice President with Clark Builders Group. Mike serves on the Board of Directors for the Housing Association of Non-Profit Developers (HAND), Montgomery Housing Partnership (MHP), the Maryland Center for Construction Education & Innovation, and the Virginia Tech Myers-Lawson School of Construction. He holds a bachelor’s degree in building construction from Virginia Tech, lives in Bethesda with his wife and two children, and is an avid skier and mountain biker. 

Page 32: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

David Schwartz Co-Founder Co-Chairman and Chief Executive Officer Waterton Associates L.L.C. Mr. Schwartz co-founded Waterton Associates L.L.C. with Peter Vilim in 1995 and serves as CEO and

Co-chairman. Mr. Schwartz, along with Mr. Vilim, shares the ultimate responsibility for Waterton’s

business activities and operations. Mr. Schwartz participates on Waterton’s leadership and investment

committees.

Prior to co-founding Waterton in 1995, Mr. Schwartz was a vice president of acquisitions for Equity

Residential Properties Trust (EQR-NYSE) and from 1985 through 1989 was with AMLI Realty Co.

During that time, he invested over $1 billion in 70 properties totaling approximately 20,000 units. Mr.

Schwartz received his Bachelor’s Degree in Economics from the University of Illinois and Master’s in

Business Administration from the University of Chicago, Booth School of Business.

Mr. Schwartz is a member of the executive committee, a senior officer and Secretary of the National

Multi Housing Council. He is also a member of the Urban Land Institute and is chairman of the

Multifamily Blue Council, is a member of the Pension Real Estate Association and the Economic Club

of Chicago. Mr. Schwartz is a member of the Visiting Committee of the Department of Biological

Sciences at the University of Chicago.

Page 33: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Steven L. Shores President and Co-Founder Pollack Shores  Steven Shores and his team have built Pollack Shores into a leading regional multifamily company

focused on acquisition, development, investment and property management. He oversees the firm’s

day-to-day business activities while focusing on developing strategy, executing the business plan,

securing new business, negotiating partnerships and capitalizing projects. He places a strong emphasis

on team development and process to ensure the firm meets the goals of its investors, clients, partners

and employees.

Over his successful career, Steven has overseen the development and acquisition of more than $1

billion worth of multifamily projects, totaling in excess of over 6,000 units across the Southeastern U.S.,

including high-density and garden apartment properties as well as urban condominiums and mixed-use

buildings.

Prior to co-founding the firm, he was the Manager of the Denver development office of Hines Interests,

where he oversaw the development of commercial office, land and residential projects. He previously

served as Manager of Acquisitions for Hines’ Southwest region, acquiring office and land assets for the

firm’s investment funds. Steven also completed more than $700 million in office and land developments

and acquisitions, and served on the advisory committee of the $800 million Hines U.S. Office Value

Added Fund.

Steven holds a MBA in Finance and Real Estate from Columbia University Business School and a

Bachelor’s degree from Davidson College. He is a member of the Multifamily Bronze Council of the

Urban Land Institute (ULI) and serves on the Board of Directors of the National Multifamily Housing

Council (NMHC).

Page 34: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Julie A. Smith Chief Administrative Officer and Partner The Bozzuto Group Julie A. Smith, Chief Administrative Officer and Partner of The Bozzuto Group, has worked with the

principals of The Bozzuto Group for the past twenty-six years. Ms. Smith is responsible for the oversight

and strategy of Bozzuto’s Marketing, Human Resources, Technology, and Research departments. Julie’s

expertise in brand building, talent, and technology is integral in the company’s ongoing expansion efforts

into targeted markets as well as in the alignment of the Bozzuto brand with the evolving expectations of

today’s customer.

Previously, Julie served as the President of Bozzuto Management Company where she oversaw a $9

billion apartment portfolio of over 54,000 units in 200 properties from Atlanta to Boston with a large

concentration of assets in the Washington, DC region.

In 2015, Smith was named one of Washington’s Women of Influence by the Washington Business Journal

as well as the top ten most influential women in multifamily by Multifamily Executive magazine. She was

also named the 2013 Multifamily Executive of the Year.

Ms. Smith holds a BS in Business Administration with a minor in Economics from the State University of

New York at Oswego. She serves on the board of Victory Housing and is an Advisory Board Member for

the Master in Real Estate Development (MRED) program at the University of Maryland. Smith chairs the

Diversity Committee for the National Multifamily Housing Council and is Vice Chair of Women’s

Leadership Initiative for ULI Washington, DC.

Page 35: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Roger Staubach Executive Chairman Jones Lang LaSalle Americas

Responsibilities

Roger T. Staubach is Executive Chairman of Jones Lang LaSalle Americas, a financial and

professional services firm specializing in real estate. Roger’s role is focusing on client relationships,

new business development and strategy. The firm offers integrated services delivered by expert teams

worldwide to clients seeking increased value by owning, occupying or investing in real estate. With

2011 global revenue of $3.6 billion, Jones Lang LaSalle serves clients in 70 countries from more than

1,000 locations worldwide, including 200 corporate offices. The firm is an industry leader in property

and corporate facility management services, with a portfolio of approximately 2.1 billion square feet

worldwide. LaSalle Investment Management, the company’s investment management business, is one

of the world’s largest and most diverse in real estate with more than $47.7 billion of assets under

management.

Experience

Prior to joining forces with Jones Lang LaSalle, Roger was Executive Chairman of The Staubach

Company, a market leading global real estate advisory firm that delivered cost-effective solutions for

office, industrial and retail clients. When Roger entered the commercial real estate industry in 1977 the

concept of “user representation” was not widely practiced. He saw the potential in this idea and was

committed from the outset that The Staubach Company would exclusively represent users of space.

He expanded services to meet clients' ever-changing requirements. Areas of expertise included

strategic consulting, site selection, acquisition, disposition, construction consulting / project

management, real estate administration, portfolio management, facility management, business and

economic incentives and financing and capital solutions. The Staubach Company’s 1,600 people

served 3,000+ clients from 70 North American offices and completed 7,280 transactions totaling $28

billion and 200 million square feet during the fiscal year 2007.

Known for its unparalleled standard of business and personal ethics, the company served the following

clients: Advanced Micro Devices, Blockbuster Inc., Burlington Northern Santa Fe, Carter & Burgess,

Cisco Systems, CVS Corporation, Office Max, Patterson Companies, PBS, PepsiCo, Science

Applications International Corporation, Sumitomo Mitsui Banking Corporation, T-Mobile USA, Target,

Time Warner Cable, United Stationers and Wachovia Corporation.

In July 2008, The Staubach Company merged with Jones Lang LaSalle, bringing together the unique

strengths of two powerful organizations into one integrated global company.

Page 36: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Education and Affiliations

A 1965 graduate of the United States Naval Academy with a bachelor of science in engineering, Roger

served four years as a Navy officer. After the Navy he joined the Dallas Cowboys professional football

team and launched his real estate career while playing football.

Roger serves on the board of directors of Jones Lang LaSalle, AMR Corporation and Cinemark

Holdings, Inc. and was the Chairman of the Host Committee for Super Bowl XLV which was held in

North Texas in 2011. He continues to be involved with The Children’s Cancer Fund, the United States

Naval Academy Foundation and numerous other civic, charitable, and professional organizations.

Honors and awards

Among the many honors bestowed upon Roger are Commercial Property News’ "Corporate Services

Executive of the Year" (four times), the 2006 Congressional Medal of Honor “Patriot Award,” the NCAA

"Teddy Roosevelt Award” for being one of the “100 Most Influential NCAA Student-Athletes,” the

American Jewish Congress "Torch of Conscience Award," and the United States Naval Academy

"Distinguished Graduate.” Additionally, he was inducted into the Texas Business Hall of Fame, was

honored as a “Texas Legend” by the Galleria Chamber of Commerce, was presented the annual "Spirit

of Generations Award" by The Senior Source of Dallas, received the North Texas Entrepreneurs

Foundation’s “2005 Spirit of Entrepreneurship Award,” presented the "Inaugural Award for Excellence

in American Entrepreneurship" from the Bard Business School at the University of Colorado, Denver,

given the North Texas Commercial Association of Realtors’ “Hall of Fame Award”, selected by the Boys

& Girls Clubs of Greater Dallas for the “2007 Natural Leader Award,” given the “J. Erik Jonsson Ethics

Award” from the SMU Cary M. Maguire Center, named Dallas Business Journal’s “2007 Business

Person of the Year”, and in 2007 he was presented the “Horatio Alger Award” and inducted as a lifelong

member by the Horatio Alger Association of Distinguished Americans.

Page 37: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

J. Ronald Terwilliger Chairman Terwilliger Pappas Multifamily Partners Ron Terwilliger is currently Chairman of Terwilliger Pappas Multifamily Partners which focuses on

rental apartment development in the Atlanta, Charlotte, Nashville and Raleigh/Durham markets. He is

Chairman Emeritus of Trammell Crow Residential Company which he joined in 1979. Trammell Crow

Residential Company is a national residential real estate company and was the largest developer of

multi-family housing in the United States for several decades during his tenure as CEO.

Mr. Terwilliger is an honor graduate of the United States Naval Academy. After serving five years in

the Navy, he received his MBA degree with High Distinction from the Harvard Graduate School of

Business.

Ron is past Chairman of the Urban Land Institute and remains a Trustee. He is also Chairman Emeritus

of the Wharton Real Estate Center. Ron is the past Chairman of the International Board of Directors

of Habitat for Humanity, is an ex-officio member of the board, and chairs Habitat’s Global Development

Council. Additionally, he chairs the board of directors for I Have a Dream Foundation, a nonprofit

dedicated to educating low income children. He also serves as Chairman of Enterprise Community

Partners Board of Trustees.

Philanthropically, Mr. Terwilliger made a $5 million gift to establish the ULI Terwilliger Center for

Housing. Similarly, a $5 million gift to the Enterprise Foundation has created the Enterprise Terwilliger

Fund – targeted to create affordable homes. He has contributed more than $20 million to the U.S.

Naval Academy, and serves on the Board of the U.S. Naval Academy Foundation. His $100 million

legacy gift to Habitat for Humanity International will help thousands of families access improved

housing.

Ron received the Hearthstone Builder Humanity Award in 2006 for his commitment to housing related

charities and in 2008 was elected to the National Association of Homebuilder’s Hall of Fame in

recognition of his efforts to advance housing opportunities for all Americans. In 2009, Ron was honored

by the National Housing Conference with the Person of the Year Award for his commitment and

contributions to affordable housing.

Additionally, Ron was honored in 2009 by the United States Naval Academy as a Distinguished

Graduate for his lifetime commitment to service, personal character and distinguished contributions to

our nation. In 2012, Ron was honored with the National Patriotism Award by the National Foundation

of Patriotism and in 2013, Ron was the recipient of the ULI J.C. Nichols Prize for Visionaries in Urban

Development. Ron was also selected for the prestigious Horatio Alger Award – Class of 2014,

bestowed upon individuals who have succeeded in spite of adversity and who are committed to

supporting young people in pursuit of increased opportunities through higher education.

Page 38: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Ron’s most recent endeavor is directed at recalibrating Federal Housing Subsidy to target those most

in need. In 2014 he created the J. Ronald Terwilliger Foundation for Housing America’s Families to

combat the growing affordable housing crisis in the United States.

Page 39: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Vincent Toye Managing Director, Head of Production Wells Fargo Multifamily Capital Wells Fargo & Company  Vincent Toye is a managing director and head of GSE National Production for Wells Fargo Multifamily Capital, which specializes in government-sponsored enterprise (GSE) financing through Fannie Mae and Freddie Mac programs and Federal Housing Administration (FHA)-insured financing. Vince is based out of the group’s New York City office. Vince is responsible for managing the GSE originations team, increasing production, and overseeing Wells Fargo’s relationships with Fannie Mae and Freddie Mac. He also oversees growth of Wells Fargo’s regional and national borrower relationships and is responsible for building cross-sell relationships with other Wells Fargo business groups. Prior to his current role, he held a similar role with Wachovia Multifamily Capital from 2006 until 2009. Before that, Vince was a vice president at Fannie Mae responsible for Multifamily Customer Management at the Eastern Business Center (EBC), reporting to the vice president for Multifamily Sales and Marketing. Vince managed the Multifamily EBC and its eight lender and large borrower relationships. The EBC lenders generated in excess of $7 billion in financings between 2005 and 2006. Vince joined Fannie Mae in 2001 as director of Marketing for Affordable and Capital Markets. He was named head of the Midwest Regional Office in May 2003. Prior to joining Fannie Mae, Vince was senior vice president at First Union National Bank where he held various roles in the SBA Lending Group, Community Development Lending Group, and the Consumer Banking Group. Before First Union, he was at M&T Bank and Chemical Bank. Vince received his B.S. in aerospace engineering from the University of Virginia where he was a three-year letterman for the football team and was named to the All-Atlantic Coast Conference Academic Football Team. He received his M.B.A. from The Wharton School of Business at the University of Pennsylvania.

Page 40: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Kenneth J. Valach Chief Executive Officer Trammell Crow Residential  Mr. Valach is the Chief Executive Officer of Trammell Crow Residential. Mr. Valach assumed that role

when he was charged with leading TCR through the 2008-2010 financial crisis. He guided TCR through

the successful sale and refinance of over 130 properties with capitalization of over $5 billion and

repayment of over $3.3 billion in recourse debt. After guiding TCR through the financial crisis, Mr. Valach

led the rebuilding of TCR from a firm of less than forty employees to eleven development offices. TCR

now has $3 billion under construction and in the pipeline. Mr. Valach has had many roles at TCR including

overseeing development, finance and construction for TCR in all major markets in the western half of the

U.S. He has overseen development of over 200 rental and for-sale communities.

Prior to attending business school, Mr. Valach served as chief financial officer for a private company in

Southern California, and as a management consultant with Price Waterhouse.

Mr. Valach received his B.A. in Economics and Math, cum laude, from Claremont McKenna College,

where he currently serves as a member of the Board of Trustees. He received his MBA degree from

Stanford Graduate School of Business. Mr. Valach is a member of the Board of Directors – Executive

Committee for the National Multifamily Housing Council, a Director of Kimble Senior Housing, a Director

of New Hope Housing, and is active in the Boy Scouts of America organization.

 

Page 41: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Stephanie L. Williams President Bozzuto Management Company  As of January 2016, Stephanie has taken on a new role as President of Bozzuto Management Company, overseeing more than 50,000 units across 200 properties in the Northeast, Mid-Atlantic, Midwest and Southern regions. Prior to her new position, Stephanie served as Senior Vice President of Advisory Services and Business Development with Bozzuto’s management company, a division she conceived and grew over the past seven years to a pipeline of more than 15,000 units. This division leads the planning, development and coordination efforts of all new management opportunities. Often on board with clients during their early development stages, the Advisory team is comprised of Analysts and Project Management professionals who provide clients with key services including building and site plan reviews, innovative ideas in technology, design and space programming for apartment units and amenities, brand development, market analyses, and income and expense projections. The team also prepares Request for Proposal responses and oversees property takeover transitions. Prior to joining Bozzuto Management Company, Stephanie served as a Development Associate and Development Manager for Bozzuto Development Company, where she was responsible for expanding and overseeing market-rate and mixed-income development opportunities, with a principal focus on growing the company’s affordable housing initiative. Stephanie joined Bozzuto in 2004. Education:

Bachelor of Arts, Community & Environmental Planning, University of Washington, Seattle

Master of Community Planning, University of Maryland, College Park Industry Memberships:

Urban Land Institute

District of Columbia Building Industry Association

Real Estate Executive Council

Leadership Greater Washington Class of 2011

Page 42: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

David Woodward Managing Partner, Head of Multifamily Brookfield Property Group  David was appointed Managing Partner, Head of Multifamily of Brookfield Property Group in May 2015.

He has over 25 years of real estate experience. Prior to joining Brookfield, he formed CompassRock in

2011 with Fortress and CWCapital to provide asset and property management to a national portfolio of

multifamily properties. Prior to that, he was the CEO of The Laramar Group where he assembled a

portfolio of owned and third-party managed properties totaling over 40,000 units as well as a nationwide

commercial portfolio. Prior to Laramar, David was a Senior Vice President with Security Capital Group

and its subsidiary, Archstone Communities. David is on the Board of Directors of the National Multi-

Housing Council (NMHC), is a member of Young Presidents Organization (YPO) and is a regular

speaker at real estate industry events. In 2007, he was named Executive of the Year by Multifamily

Executive magazine and again in 2013 was named Executive of the Year by MultiHousing News

magazine. David holds a B.S. degree in Business Administration from the Haas School of Business at

the University of California at Berkeley.

Page 43: Mark Alfieri Chief Executive Officer Monogram …...He counts among his clients many of the nation’s top multifamily residential developers including TCR/Mill Creek Residential Trust,

Michael Zatz Chief, Market Sectors Group ENERGY STAR Commercial Buildings Program U.S. Environmental Protection Agency  Michael Zatz is a manager with the U.S. EPA’s ENERGY STAR® Commercial Buildings Program. In this role, Mr. Zatz oversees the development and implementation of activities aimed at improving the energy efficiency of a wide variety of building types, including offices, K-12 schools, multifamily residences, retail stores, healthcare facilities, hotels, data centers, congregations, and others. Mr. Zatz is also responsible for oversight of ENERGY STAR’s Portfolio Manager® energy benchmarking tool, which has been used by over 400,000 buildings across the U.S. to evaluate and track their energy and water use. Mr. Zatz joined ENERGY STAR in February 2006, after nearly 14 years with ICF International, a private environmental and energy consulting firm. During his tenure at ICF, Mr. Zatz worked with governments and local and multinational companies in the U.S. and around the world to identify and implement methods for reducing the impacts of their operations on the environment. He has specific expertise in the development and implementation of voluntary public-private partnerships. While with ICF, Mike worked for 3 years in Bangkok, Thailand, where he designed and managed a voluntary program to reduce energy and water use in more than 400 manufacturing facilities and nearly 200 schools, while at the same time improving the bottom line for the businesses, and improving the learning environment for students. Mr. Zatz has an M.S. in Environmental Science and Policy from Johns Hopkins University, and a B.S. in Engineering and Public Policy from Washington University in St. Louis. Contact Info: Michael Zatz Chief, Market Sectors Group ENERGY STAR Commercial & Industrial Branch U.S. Environmental Protection Agency 1200 Pennsylvania Ave., NW MC 6202A Washington, DC 20460 E-mail: [email protected] Tel: 202-343-9152 Fax: 202-343-2203 Web: www.energystar.gov/buildings