March 27, 2025, Newport Beach, California

The Future of Real Estate, Innovation & Sustainability

AGENDA

9:00 am - 9:30 am Breakfast & Networking

9:30 am Welcome

Overview of the Event and Welcome Remarks

Tracy McWilliams | Founder | Digital Evolution Institute | Inspire Global Ventures

Jeff Montejano | CEO | Building Industry Association

9:45 am - 10:30 am Panel: Future of Identity, AI and a Smart Digital World

Kelli Richards | Moderator | The All Access Group

John Wood | CEO | Telos (TSA Pre)

Austin Trombley | CEO | Satschel

Mark Castleman | Managing Director | Intel AI Cloud

George Burciaga | Partner | US Roundtable and Elevate Cities

10:30 am - 11:15 am Keynote: Economic Outlook-Real Estate CBRE

Moderator: Kurt Strasmann | Executive Managing Director | CBRE

Stephen Somer | Vice Chairman | CBRE Capital Markets

Joe Cesta | CBRE National Partners - Industrial

Jimmy Slusher | Captal Markets - Retail

11:15 am - 11:30 am Morning Break & Networking Break

11:30 am - 12:15 pm Fireside Chat: The Future of a Connected Community

Trący McWilliams | Founder Digital Evolution Institute (Moderator)

Dee Schwalb | Speedcast

SpaceX

12:15 pm - 1:15 pm Lunch

1:15 am - 2:00 pm Fireside Chat: Family Offices - Investment Perspectives

Caitlin Panasci | General Partner | Inspire Global Ventures | (Moderator)

Dr. John Rutledge | Chief Investment Strategist | Safanad - International Perspective

Aaron Manoucheri | COO & Co-Founder | Manoucheri Brothers LLC - US Perspective

2:00 pm - 2:45 pm Panel: The Future of Development & Lending

Maeesha Merchant, COO, CFO Colburn (Moderator)

Charlie Woo, President, Fidelity Bridge Loans LLC

Danny Aguirre | Blue Waters Development Group

Brian Rupp | Executive Vice President | Shopoff Realty Investments

2:45 pm - 3:30 pm Panel: The Future of Housing

Joe Stapleton, Mayor of Newport Beach, California

Jeff Montejano, CEO, Building Industry Association of Southern California

Steve Ruffner, President & RGM, KB Home Coastal

Joe Oftelie, Division President, Southern California Warmington Residential

Jennifer Hernandez, Partner Holland & Knight

3:30 pm - 3:45 pm Afternoon and Networking Break

3:45 pm - 4:30 pm Panel: The Future of Energy and Infrastructure

Orange County Supervisor, Katrina Foley, 5th District (Moderator)

Joone Lopez, CEO, Moulton Niguel Water District

Eric Kirchhoff, Program Manger, Emerging Technology SoCal Gas

Janki Patel, Senior Advisor, Strategic Planning, Southern California Edison

4:30 pm Wrap up Speech

4:30 pm - 6:30 pm Cocktail Reception

Immediately Following the Conference