President and Chief Investment Officer
Based in San Francisco, Amy has overall responsibility for the operating and financial performance of Bentall Kennedy’s U.S.-based businesses. Amy also serves on the Bentall Kennedy Group Management Committee, the U.S. Executive Committee and the U.S. Investment Committee.
Amy has over 20 years of experience in investment strategy and transaction execution, combined with significant management experience in asset management and finance. Amy has direct day-to-day responsibility for all asset management, financing and transactions activities in the U.S., as well as leading the account relationship with one of our significant and rapidly growing U.S. separate accounts.
Prior to joining Bentall Kennedy U.S. in 2012, Amy was a Managing Director and Head of Real Estate Investing for the Western United States at Morgan Stanley, where she was an Investment Committee member and founded their San Francisco office. Amy also spent time in Morgan Stanley’s New York and Hong Kong offices.
Amy holds an MBA with Distinction from The Wharton School of the University of Pennsylvania and graduated magna cum laude from Colgate University. She is a member of the Urban Land Institute Office Development Council and the Fisher Center for Real Estate & Urban Economics Policy Advisory Board.
Mesa West Capital
Mr. Krauch is active in all areas of Mesa West’s operations. Prior to joining Mesa West in 2007, Mr. Krauch headed the joint venture equity acquisitions platform for Somera Capital Management, a West Coast-based value-add real estate equity funds manager. In addition to his primary responsibilities in acquiring office, industrial, retail, hotel, multi-family and specialty assets, Mr. Krauch was a management executive contributing to the growth of the company from a single-office, west coast syndication firm to a nationally oriented multi-office funds manager. Previous to Somera Capital, Mr. Krauch was a consultant for PricewaterhouseCoopers Consulting (now IBM Global Services). Mr. Krauch received his bachelor’s degree from Dartmouth College. Mr. Krauch is the Chair of the PREA Rising Leaders Committee, and is actively involved in the Urban Land Institute.
Managing Director & Deputy Portfolio Manager
Morgan Stanley Real Estate Investing
Josh Myerberg is a Managing Director and a Portfolio Manager for Morgan Stanley Real Estate. Since joining Morgan Stanley, Josh has been responsible for sourcing, underwriting and executing transactions on behalf of Morgan Stanley’s real estate funds. During his tenure at Morgan Stanley, Josh has been involved in the acquisition and asset management of a wide range of assets, property types and investment structures. Josh joined Morgan Stanley in 2006 after previously working for Bank of America Securities’ Real Estate Investment Banking group and First Union Securities.
Josh received his MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and a BA in economics from Washington & Lee University.
President & CEO
Harrison Street Real Estate Capital
Mr. Merrill is the Co-founder, Chairman and CEO of Harrison Street, a real assets investment management firm he co-founded in 2005 that has completed approximately $24 billion in transactional volume and currently has over $19 billion in AUM. Mr. Merrill is currently the largest individual shareholder and serves as Chairman of the Board and the Investment and Executive Committees of the Company. The firm was an innovator and early adopter of a focused investment strategy around the Education, Healthcare and Storage segments of the real estate market (launching nine closed end funds as well as industry leading open-end funds). In 2018, Mr. Merrill sold 75% of the firm to the Colliers International Growth (CIGI) in order to create long-term stability and an orderly succession of the business to key employees. Over 300 investors ($12 billion) participate in Harrison Street funds including include US, European and Asian Pension Funds, Corporate Plans, Insurance Companies, Endowments, Foundations and family offices. The firm has main offices in Chicago and London.
Prior to co-founding Harrison Street, Mr. Merrill was a partner, owner and Managing Director of a large US Pension Fund Advisory firm where he developed the firm’s presence in Europe, creating the first ever real estate funds exclusively targeting the markets of Central Europe. This initial fund was one of the Top 10 performing global funds during vintage years 1996-2000 as noted by Preqin.
Mr. Merrill has appeared on television and in numerous real estate journals as well speaking engagements regarding real asset investing. Over the years, National Real Estate Investor Magazine has named him one of the “10 To Watch” leaders in the industry, PERE nominated him as one of the top real estate executives in North America, Real Estate Forum named him one of “Chicago’s Real Estate Icons” and he was included as one of “Crain’s 40 under 40.” In 2018, Mr. Merrill was one of the finalists in PERE’s North American Industry figure of the year.
Mr. Merrill is a member of the NAREIM Board of Directors, Pension Real Estate Association (PREA), The Real Estate Advisory Board of two Chicago based family offices (Gore Creek and Kinship Capital), The Board of the First Tee of Greater Chicago, Lurie’s Children’s Hospital of Chicago (Facilities Committee), Chicago Botanic Garden (Financial Committee) The Economic Club of Chicago, the Chicago Commonwealth Club and the Young Presidents Organization (YPO). Mr. Merrill is also an active angel investor in many early stage companies. Mr. Merrill earned his MBA in the evening from the CASS school of business in London, England.
LaSalle Investment Management
Mr. Kern is responsible for overseeing the firm’s business strategy, activities and staff in the Americas. Mr. Kern also serves on LaSalle’s Global Management Committee and LaSalle’s Americas Private Equity Investment Committee and Allocation Committee.
Mr. Kern is active in various industry organizations and is a member of the Board of Directors of the Association of Foreign Investors in Real Estate (AFIRE).
Prior to joining LaSalle, Mr. Kern worked at the Hong Kong and Shanghai Banking Corporation (HSBC), where he founded, and was the Head of, HSBC’s Asia-Pacific Real Estate & Lodging Advisory Group. In this role, Jason worked on over $50 billion in capital raising and advisory transactions in the real estate sector. Prior to joining HSBC, Kern spent seventeen years at J.P. Morgan, principally in senior roles within the real estate investment banking team, and was based in J.P. Morgan offices in the U.S., U.K., Continental Europe and Asia.
Mr. Kern earned an MBA in Finance and Accounting from New York University’s Stern School of Business and a BA in Economics and English Literature from Colgate University.
Global Head of Real Estate
Barings Real Estate Advisers
Mr. Brown is responsible for setting and implementing BREA’s corporate policies and strategic initiatives. He has oversight of all facets of BREA’s investment operations, including establishing the vision, culture, corporate citizenship and short and long term goals, all in keeping with high standards for ethical behavior and integrity. In addition, Mr. Brown oversees the investment side of the business globally – debt and equity, private and public, and up and down the capital stack including research, strategy, portfolio management, acquisitions, asset management, dispositions, valuations, engineering, client service, and product and business development. Mr. Brown also serves on all of BREA’s Investment Committees.
Mr. Brown began his career in real estate investment and portfolio management in 1986 which has included managing businesses and leading large teams through the investment decision making processes. Mr. Brown’s experience has been global across all property sectors and capital structures including joint ventures, co-investments, clubs, preferred equity, mezzanine, performing and non-performing debt, securitizations, REITs, secondary and primary funds, and direct property investments.
Prior to joining BREA (formerly known as Cornerstone Real Estate Advisers) in 2014, Mr. Brown was Head of the Americas of CBRE Global Investment Partners, a discretionary real estate investment management company. In this capacity he managed global investment, portfolio management, client service, house views and preferred strategies, and product and business development. Mr. Brown was a member of the CBRE GIP Investment Committee and Board of Directors, and the CBRE Global Investors Americas Operating Board. Mr. Brown was formerly Head of Global Real Estate at Ennis Knupp + Associates (now Hewitt EnnisKnupp an Aon Company) where he established the global real estate practice and chaired the Investment Committee. Mr. Brown also previously held the positions of Senior Department Head of The PrivateEdge Group at State Street Corporation, and Consulting Manager at Kenneth Leventhal & Co.
Mr. Brown earned a BA degree in Economics from the University of Massachusetts, an MS degree in Real Estate Development from Columbia University, and is a CFA Charter holder. His industry affiliations have included Chair of the NCREIF’s Performance Measurement Committee, founding member of NCREIF’s REIS Council, member of the PREA Research Committee, Chair of the CFA Institute’s – GIPS Real Estate Sub-committee, and member of the GIPS Private Equity Sub-committee. Mr. Brown is currently a NCREIF Board Member .
Co-Founder & Managing Principal
Cedar Hall Capital, LLC
Russ recently co-founded Cedar Hall Capital, LLC. After Aviva, Russ was Head of Americas with LaSalle Global Partner Solutions. He served as the Head of the Americas and was a member of the investment committee of the Aviva Investors Global Indirect Real Estate group, a real estate asset manager that invests with operating partners through joint venture, co-investment and fund structures. The group manages over $6.5 billion in assets under management invested in over 150 holdings worldwide that are managed by 20 investment professionals located in New York, London and Singapore. Russ was responsible for the management of mandates and investments across the Americas, including the sourcing and underwriting of investment opportunities and evaluation of operators, fund sponsors and investment strategies. He was a co-founder of Madison Harbor Capital, a multi-manager firm whose team became a part of Aviva Investors in 2008, where he focused on product development and fund selection. Previously, he was an investment banker at UBS and FBR as well as an attorney with the U.S. Securities and Exchange Commission. Russ is a graduate of Baylor University and the Southern Methodist University School of Law where he served as an editor of the SMU Law Review. He is a member of the Urban Land Institute and the Pension Real Estate Association.
Director of North American Direct Real Estate
INVESCO Real Estate
Mr. Michaels has been with Invesco Real Estate (IRE) since its inception in 1983. As Director of North American Direct Real Estate, he is responsible for leading IRE’s North American business. Previously, Mr. Michaels served as Director of US Portfolio Management responsible for portfolio strategy for institutional pension fund clients. Mr. Michaels is currently Chairman of IRE’s US Direct Investment Committee and has responsibility for portfolio design and investment process for several of IRE’s separate account clients. He has 35+ years of real estate experience including both debt and equity transactions in industrial, multifamily, retail and office properties.
Mr. Michaels holds a Bachelor of Business Administration degree in Finance and Real Estate from The University of Texas at Austin.
Chief Operating Officer
Mr. DiCorpo has 22 years of experience in real estate across all sectors. Prior to joining Waypoint, he was the President of the U.S. Core Investment Platform for CBRE Global Investors. In this role, Mr. DiCorpo oversaw the firm’s $10.2 billion core investment business in the United States. Prior to this role, he served as Global Chief Operating Officer and President of CBRE Global Investor’s Europe and UK businesses. Prior to CBRE Global Investors, Mr. DiCorpo spent 13 years with AIG Global Real Estate, ultimately serving as the firm’s Chief Administrative Officer. He is active in real estate organizations such as ULI, NMHC and PREA. Mr. DiCorpo earned a Bachelor of Arts Degree from Colgate University, a Master of Arts Degree in Professional Accounting from the University of Hartford and a Master’s Degree in Business Administration from New York University Stern School of Business.