SENIORS HOUSING DEVELOPMENT ATTENDEES

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Co-Author | Learned Excellence

  A clinical and performance psychologist and US Navy Commander who works with professional teams, Olympic athletes and NASA Astronauts, Eric helped create the mental toughness curriculum for the Navy SEALs BUD/S training.

Co-Author | Learned Excellence

 Author and executive communications consultant helping leaders and companies shape their stories and communicate with clarity, Alan partnered with Google to communicate its story to clients, partners, employees, and the public. 

Managing Principal |

Husch Blackwell Strategies

 Known for his strategic vision, aggressive tactics, and political hustle, Christian brings extensive politics and public policy experience to his position at Husch Blackwell Strategies.

Senior Vice President, Government Affairs | Argentum

 Responsible for leading Argentum’s public policy team, Maggie works closely with their Public Policy Committee to build upon the association’s government relations efforts and strengthen its public affairs strategy. 

President | Mass-ALA

 The voice of assisted living in Massachusetts, Brian leads Mass-ALA's efforts to provide information and education, and advocate on behalf of those they serve through a model of dignity, and privacy that encourages independence and freedom of choice. 

Chief Executive Officer and Co-Founder | Priority Life Care

Operating distinctive communities with an intentional focus on healthy choices, active lifestyle, independence, individuality, and overall wellness, PLC encourages residents to live retirement life to its fullest. 

Chief Executive Officer | Sunrise Senior Living

 A seasoned senior living leader, Jack is a passionate advocate for championing quality of life for all seniors. Under his leadership, Sunrise seeks to create the preferred lifestyle for seniors to enjoy longer, healthier, happier lives.  

President and Chief Operations Officer | LCS

 Capitalizing on his reputation as a change agent, Chris brings expertise to the communities LCS serves through operational leadership, building community occupancy, fostering capital partner relationships, and developing new business.

Co-Founder and COO | Avanti Senior Living

A senior housing expert, Lori brings a longevity, brain health, and proactive aging focus to Avanti. Based in Houston, their holistic approach to caring for residents blends good design and unique amenities that enrich seniors lives through a relaxed community and welcome environment that encourages independence and choice.

Managing Partner & Owner |

Agemark Senior Living Communities

  Michael is a senior living developer, owner/operator and investor with a proven background in commercial real estate finance, distressed loan acquisitions, syndicated and CMBS financing, ABS and corporate credit securitization markets. 

Vice President, Stakeholder Experience |

Satori Capital

 Focusing on delivering highest quality service and support to Satori’s stakeholder groups, including investors, team members, and the broader community, Cami leads the investor experience team, provides reports and analyses, and ensures seamless execution  of investment plans. 

President & Chief Executive Officer |

Frontier Senior Living

Leading one of the largest seniors housing companies in the United States, Greg actively develops multiple newly constructed assisted living and memory care communities each year. 

Chief Operating Officer | Stellar Senior Living

 Joining Stellar Senior Living in 2018, Dave is a creative, entrepreneurial, and motivated leader who desires to improve people, processes, and systems that will benefit every resident and the valuable employees that serve them.  

Chief Executive Officer, Principal |

OneLife Senior Living

An industry veteran, Dan possesses extensive expertise in building successful senior living organizations, navigating challenging situations, and consistently delivering positive outcomes.

Founder, President & Chief Executive Officer | ASHA

In 1991, David established the American Seniors Housing Association to represent the interests of prominent Seniors Housing firms. Since, ASHA has become the industry's premier source for research, conferences and advocacy.

President & Chief Executive Officer | NIC

 Over the course of three decades, NIC has been an important driver of transparency, informed investment, and innovation in senior housing and care. Ray oversees overall strategy, volunteer leadership governance, organizational performance, culture, and mission delivery. 

President & Chief Executive Officer | Argentum

James has led Argentum since 2015 (formerly the Assisted Living Federation of America) and has worked with the industry to create big plans for the future including a professional credentialing program and new industry standards. 

Chief Executive Officer | NIC MAP Vision

 Arick is responsible for setting the strategic vision, ensuring operational execution, and delivering increasing value to the senior housing industry. During his tenure, NIC MAP Vision has experienced substantial growth with a rapidly expanding array of products and data sets. 

President, Partner | Lockton Dunning Benefits

 Steve leads Lockton Dunning Benefits’ North Texas client development team and serves on the LDB Executive Committee. His focus on expanding the firm’s benefits expertise through hands-on mentoring and sharing of best practices, strengthens the support provided to clients.  

Vice President, Data Science | Ventas, Inc.

  Rahul has diverse experience in the fields of data science, strategy and analytics, business analytics, real estate investment, and equity research. At Ventas, he builds high-performing teams and focuses on driving performance through data, analytics, and machine learning. 

Managing Director | Walker & Dunlop

 Based in Milwaukee, Brett specializes in seniors housing properties of all types, including active adult, independent living, assisted living, and memory care facilities. With vast seniors housing experience, he originates and executes seniors housing property sales across the United States.  

Executive Director | PGIM Real Estate

Dana is responsible for assisting with a variety of portfolio initiatives, including strategy, investment decisions, financing, and expanding SHP partnerships. Prior to joining the portfolio management team, Dana was responsible to expand the fund series’ investment presence in the western half of the U.S. 

Managing Director,  Co-Head of Healthcare Services | Houlihan Lokey

Based in Chicago, Matt advises on a wide range of sellside and buyside M&A transactions, fairness and solvency opinions, debt and equity financings, and restructurings. His numerous healthcare transactions involve both facility-based and ancillary providers. 

Executive Vice President, Senior Housing and Chief Investment Officer | Ventas, Inc.

Responsible for the Company’s Senior Housing portfolio, which includes over 800 properties for more than 70,000 seniors, Justin is is also responsible for Ventas’s capital allocation strategy and execution across the enterprise.  

Co-Founder and Chief Executive Officer  |

Discovery Senior Living

With more than $5 billion in equity and debt transactions, Richard has led the family of companies to more than triple in size and rank amongst the top 10 operators in the country.

Senior Principal | NIC

A subject matter expert who supports outreach for the senior housing industry at NIC, Caroline is a Chartered Financial Analyst® and former Vice President at AEW Capital Management.  

Principal | Senior Housing Consulting

With vast experience in all facets of senior housing , Mitch strategically guides investors, developers, and operators of active adult and full service senior living communities.  

Principal | Price Atlantic

  Starting Price Atlantic in 2019, Matthew focuses solely on development, acquisitions and asset management of Active Living | 55+ communities across the Southeastern US. 

Senior Director, Investment Management | Greystar

Portfolio Manager of $3 Billion AUM active adult opportunistic venture real estate, Adam leads multifamily-adjacent programmatic development strategies across senior housing, workforce | attainable housing, and micro housing. 

Principal | Ventura Coast Capital

A skilled nursing and senior housing industry veteran and experienced restructuring consultant, lender, investor, and transaction advisor, Jung founded Ventura Coast Capital to build an advisory services platform that is unique. 

Director | Ecofin

 Identifying and structuring direct placement bonds and loans for inclusion within private and institutional funds managed by TortoiseEcofin, Brandon's thought leadership in finance and lending adds extraordinary value to the platform.

Managing Director | Ziegler

 With a background in finance, market analysis, project management and engineering, Eric's specialty is complex structured senior housing deals, including mergers and acquisitions, debt and equity transactions, and financial advisory.

COO | HealthTrust

Providing valuation and advisory services, HealthTrust assists countless health care and seniors housing investors, lenders, operators, and developers make better, more informed decisions. 

Founder & CEO | Juniper Communities

With senior living, assisted living, and memory care communities across NJ, PA, TX, and CO, Juniper Communities invests in, develops, and manages retirement communities.

CEO and Co-Founder | Priority Life Care

Operating distinctive communities with an intentional focus on healthy choices, active lifestyle, independence, individuality, and overall wellness, PLC encourages residents to live retirement life to its fullest. 

 Vice Chair & CIO | Senior Lifestyles

As a key Executive Team member of the Chicago based operator and developer with over 100 communities nationwide, Jerry also serves as Chair of ASHA.  

 Managing Partner & CIO |

Blue Moon Capital Partners

In addition to her leadership role at the Boston-based private equity firm that exclusively invests in Seniors Housing, Kathy actively serves as Vice Chair of ASHA. 

 Founder and President | American Seniors Housing Association (ASHA)

In 1991, David established ASHA to represent the interests of prominent Seniors Housing firms. Since, ASHA has become the industry's premier source for research, conferences and advocacy.

Vice President of  Construction |

Ryan Companies

Matt draws on his deep expertise in building high-quality and amenity-rich multifamily and senior living communities nationwide for Ryan, a multibillion dollar national design and build General Contractor based in Minneapolis.

Co-founder and President of Development | Distinctive Living

Spending much of his career on the General Contractor side, Chris brings a compelling blend of construction, deal structure, teaming arrangements, land development, and operations management expertise to Distinctive Living, a New Jersey based operator and developer.

Executive Vice President of the Midwest |

The Douglas Company

Leading Construction, Estimating, and Business Development for the Midwest region of the US,  Bruce ensures a collaborative approach and successful path from design through construction for the Ohio-based General Contractor. 

Vice President of Business Development |

Direct Supply

 A member of the senior leadership team, Joe helps drive the strategy and go-to-market initiatives for the Aptura business, a senior living design, planning, procurement and construction service based out of Milwaukee. 

Vice President of Real Estate Development | Maplewood Senior Living

Based in Westport, Connecticut with properties throughout the Northeast region of the US, James oversees all facets of real estate development needs to ensure the financial feasibility and operational success of Maplewood Senior Living.  

CIO | Watermark Retirement Properties

Bryan manages and executes financial transactions for The Freshwater Group/Watermark who's  portfolio has grown to 75 luxury communities located across 22 states, including developments, redevelopments, and management transitions currently underway. 

 Special Advisor | National Investment Center for Seniors Housing & Care (NIC)

Formerly Chief Economist and Director of Outreach, Beth served as a member of the NIC Board of Directors for 7 years, chaired NIC’s Research Committee, and is a nationally recognized Seniors spokesperson, advocate, and featured presenter at industry conferences.

President and COO | Life Care Services

With vast experience in operations and marketing, new business development, fostering capital partner relationships, and leadership of communities across the country, Chris works with senior management of the nation's 3rd largest senior living provider to drive performance excellence and earnings across all business lines. 

 Senior Managing Director |

Harbert Management Company

 An integral team member across $2.5 billion of seniors housing transactions including personally sourcing $1.4 billion of off-market deal generation, Brian drives portfolio growth via acquisition and development for HMC, currently owning 39 assets with 15 operating partners.

Director of Athletics |

Texas Christian University

Since joining the university in 2017,  Jeremiah's coaching staff boasts 6 National Coach of the Year recipients, program expansion to 22 sports, and the most successful sports season in the University's 150 year history in 2022 - 2023.

Former Athletic Director

With a robust career leading programs at Texas A&M, USC, TCU, Miami University, and Virginia Military Institute, Eric was the youngest AD in the nation at the age of 33. Named National Athletic Director of the Year in 2004, he played at UNC before signing with the New Orleans Saints. 

Vice President & Director of Athletics | University of Texas at Austin

Playing a key role in facilities and game-day experience initiatives, Chris brings unparalleled success to UT's athletic program. Receiving back-to-back Director's Cup titles in '20-'21 and '21-'22, the Longhorns made history as the nation's top all-around, all-sports program two years in a row.

Executive Vice President & Managing Director of National Risk Control | Lockton Companies The world’s largest privately held and family-owned insurance brokerage firm with over 10,000 employees in 125 countries, Paul leads Lockton's construction practice group and works with the company's top 100 to 500 ENR clients. 

Equity Risk Consultant | The Kennedy Group Development and Advisors LLC

Serving private equity clients across the nation, TKC advises on every project phase: pre-acquisition, due diligence, project feasibility review, cost analysis, value engineering to development overview and support.  

Executive Vice President and Commercial Insurance Practice Leader | Lockton Companies

Forming Lockton’s National Real Estate Practice, Pete brings the best work product and ideas to the marketplace in the ever-evolving commercial real estate development world. 

President | Aegis Development

Based on a foundation of award-winning communities, Adam leads future site development with innovation and sustainability initiatives, strategically positioning Aegis as thought leaders and consultants to the industry.

President and CEO | Erdman

 Developing solutions that deliver extraordinary experiences and sustainable financial, operational, and strategic results, Rustin is a research partner to many organizations and a featured presenter at national conferences. 

Co-Founder and COO | Avanti Senior Living

Based in Houston, Avanti's holistic approach to caring for residents blends good design and unique amenities that enrich seniors lives through a relaxed community and welcome environment that encourages independence and choice. 

Relationship Manager | Wells Fargo

 Responsible for high-touch loan activity from origination to repayment primarily for ground-up construction, Melissa also evaluates the current market environment to ensure the best execution to the customer. 

Vice President, Asset Management |

Harrison Street

 With 15 years of healthcare real estate and finance experience with large firms, Brandi oversees the financial performance, execution of investment strategy, and management of operator relationships across the seniors housing sector.  

Managing Director, Seniors Housing and Care | Newmark

 With an extensive commercial real estate and seniors housing background, Sarah's involvement in real estate equity and financings for major institutional and private owners throughout the US total more than $6 billion. 

Senior Living Alexa Smart Properties Leader | Amazon

 Leading business and product development for ASP focused around senior living, Ginna excels in revenue growing activities and practices to exceed customer and business expectations. She is entrepreneurial, passionate and driven to make a difference with every interaction. 

 Founder and CEO | The VALO Group

An award-winning storyteller and thought leader with vast fundraising and marketing experience, Vanita is the Executive Producer for the Netflix Original Documentary Rooting for Roona and has led conversations at the United Nations, Global CSR summits, and National Marketing and Communication conferences.

CEO and Founder |

Solera Senior Living

 Adam identifies strategic growth opportunities, sets the operating and program vision, sources and structures capital relationships, evaluates innovative technology, and builds the highly engaging culture for the next-generation senior living company based in Denver.  

Managing Director |

Alliance Residential Company

 Co-directing the senior housing and active adult platforms, Dales sources and evaluates new opportunities, provides market analysis, oversees underwriting, and leads platform expansion across the company’s footprint.  

Principal | The Carlyle Group

With The Carlyle Group since 2007 and focused on U.S. real estate opportunities, Adam received a BBA in Finance from James Madison University and previously served in the Controller's Department at Fannie Mae.

Managing Partner | Headwaters Group

 Ben oversees pipeline origination, development, asset management, investment management and finance/capital markets for the real estate owner/developer specializing in communities that empower 55+ active adults to live better.

President | Clover Group

Purchasing and/or developing over 6,500 apartment units and over 800,000 square feet of commercial space totaling more than $700 million, Clover's affordable senior living and multifamily apartments are located in New York, Pennsylvania, Indiana, Ohio, and Kentucky.  

CEO and Co-Founder, CAPS |

Treplus Communities

A managing member of Treplus Communities since 2012, Jane and her partners acquire multifamily units, develop, and build Active Adult Communities in Dublin, Pickerington, Delaware, Centerville, Grove City and Westerville. 

Vice President |

Senior Care Development

 Sam leveraged his strong analytic and interpersonal skills execute nearly $1B of complex senior housing transactions in four years. His focus is on distressed/turnaround situations, new construction, and stabilized communities. 

Managing Director | RSF Partners

Kurt oversees RSF’s fund and corporate development and is co-founder of Javelin Capital, a sponsor of senior living investments. Currently serving on the Board of Directors of the National Investment Center for Senior Housing and Care (NIC), Kurt previously served on the Boards of Directors for several publicly-traded companies.

Executive Director | PGIM Real Estate

After 15 years at PGIM, Tim is now Senior Vice President at Brookfield Asset Management, leading efforts in the senior housing industry. Tim serves on the Data & Analytics Conference Program Committee for the National Investment Center for Senior Housing and Care (NIC).

 Special Advisor | National Investment Center for Seniors Housing & Care (NIC)

Formerly Chief Economist and Director of Outreach, Beth served as a member of the NIC Board of Directors for 7 years, chaired NIC’s Research Committee, and is a nationally recognized Seniors spokesperson, advocate, and featured presenter at industry conferences.

Navy Fighter Pilot & Subject Matter Expert | Navy Direct Attack Weapons Program

Receiving his Wings of Gold in 2005 flying in the T-45A "Goshawk", Travis was selected to the elite Navy Fighter Weapons School (TOPGUN) in 2010. He is the Subject Matter Expert for the Navy's Direct Attach Weapons Program.

Navy SEAL, Founder, TV & Web Series Host |

The Bird's Eye View Project

A former Navy SEAL, Ryan introduces American fans to Veterans and First-Responders who are overcoming adversity, and living their lives to the fullest. Sharing their challenges, and hard work every day, shows others nothing is impossible.

Executive Chairman & Partner | Generations

Chip oversees strategic alignment, new business development and partner relations and brings an entrepreneurial spirit and passion for integrating technology, health care and intergenerational experiences into Generations campuses. 

President & Chief Executive Officer |

Frontier Senior Living

Leading one of the largest seniors housing companies in the United States, Greg actively develops multiple newly constructed assisted living and memory care communities each year.

Chief Financial Officer & Chief Investment Officer | Oakmont Senior Living

Leading expansion of market position, footprint, and strategic partnerships, Kevin enhances financial performance, future growth, investment opportunities, and long-term business initiatives.

Vice President, Business Development | LCS

 Leading business development initiatives to grow top-line revenue for all business lines, Joe focuses on management opportunities by helping organizations understand how LCS’s scale and diverse services can help them thrive and grow.