EVENTS

To all of you who took time to join us at our Private Investor Forum in Portland, thank you.

We hope that the event provided you with helpful and insightful information on your real estate portfolio.

We're grateful for our investors’ ongoing support and belief in our 'IPA' investment strategy. Our valuable connections have an impact.

-Neil, Karlin & Marc

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Panelists

Phyllis Klein
Senior Vice President, Head of Agency Production
Capital One

Phyllis Klein is a critical member of the executive team for Capital One's multifamily finance team responsible for the originations for Fannie Mae, Freddie Mac and FHA. Having been at the forefront of the multifamily finance industry for nearly three decades, she is an award-winning, nationally known resource and advocate for the originators and relationship managers she oversees.

Phyllis came to Capital One in 2019 after a remarkable 18-year career at Fannie Mae. As one of the Heads of Production, Phyllis managed borrower relationships, structured finance, and seniors housing in addition to marketing and communications for the Multifamily Division. Her record-setting achievements include leading the seniors housing business to an annual volume exceeding $5 billion.

Her prior experience includes serving as a political appointee under State Treasurer Phil Angelides heading the allocation of tax-exempt bonds for the State of California and holding a variety of executive roles within the Real Estate Group at Wells Fargo Bank and Union Bank.

Josh Bodin
Senior Vice President, Head of Securities Trading
Berkadia

Josh Bodin brings a wealth of knowledge in trading, economic analysis, and financial engineering from twenty years of experience in real estate finance and capital markets.

Mr. Bodin manages the capital markets activities related to Berkadia’s mortgage banking agency business including the management of loan pricing, trading, and investor relationships. He provides critical business analysis for Berkadia’s Fannie Mae DUS® and FHA lending programs. Mr. Bodin also oversees the economic analysis team providing real-time feedback on economic conditions.

Prior to joining Berkadia, he built and managed a Small Balance Lending Channel and traded a $6 billion-plus annual mortgage-backed security book for Capital One, traded the mortgage-backed security book at Beech Street Capital and managed the bond structuring role for Freddie Mac during their launch of the K-deal program.

Neil Schimmel
Founder & CEO
Investors Management Group

Neil is highly specialized in the acquisition, management, redevelopment, and disposition of multifamily properties. He has completed over 500 separate real estate transactions totaling $4 billion dollars, which includes 40,000 units in 20 states.

Inspired by over three decades of work in multifamily, Neil established the IMG Los Angeles office in 2010 out of a belief that every property can be reimagined for good. Neil’s business philosophy is simple: when residents win, investors win.

Moderator

Karlin Conklin
Principal, Co-President & COO
Investors Management Group

Karlin Conklin has specialized in leading companies and charting new industries and startups for over three decades. She has sourced, capitalized and helped in the repositioning of over 20,000 multifamily units raising nearly a billion in equity from institutional partners, Tenant in Common investors and high-net-worth individuals. She is a sought-after expert for a wide range of real estate investment publications and events including Multi-Housing News and GlobeSt.

Prior to founding IMG's Portland office, Karlin held multiple high-powered positions in operations, sales and marketing. She was an award-winning multifamily broker for nearly 15 years generating nationally ranked annual sales volumes. In the 1990s, Karlin served as the Director of the Lindquist Center for Entrepreneurship at the University of Oregon where she earned an MBA degree, taught marketing and entrepreneurship courses and helped shape a new generation of business leaders.