HappyCo

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Thriving Communities 2020

POSTPONED

Building the Future of Stronger, Healthier & Happier Apartments

Napa Valley, California
Dates TBA

INVITATION ONLY

2020 Happy Summit is Postponed

We have made the difficult decision to postpone Happy Summit until later in the year, either in the summer or the fall. With California Governor Newson declaring a State of Emergency for California, and with the growing escalation of the COVID-19 outbreak in the United States, we feel it's in the best interests of our attendees, speakers, and partners to reschedule. It breaks out hearts to have to postpone the event for a second time.

We are devastated and know this is a very challenging time for everyone, and we appreciate your understanding and support.

Happy Summit Networking

Networking

A networking opportunity like no other. Make lasting connections with the leaders and innovators shaping the Multifamily industry.

Happy Summit International Speakers

Star-Studded Cast

Inspirational speakers you won’t see anywhere else — people at the top of their game in leadership, strategy, operations and technology.

Happy Summit Insights

Strategic Insights

Gain new insights from inside and outside the Apartment industry to take your business strategy and execution to the next level.

Happy Summit Technology Talks

Tech Deep Dive

You asked for it — this year we’ll launch our Technology Deep Dive sessions for practitioners to perfect the ins and outs of the HappyCo platform.

Happy Summit Napa Valley Cuisine

Farm Fresh Meals

Farm-fresh Napa Valley produce combined with global influences from Chef Gustavo Rios, results in flavorful, inventive border-crossing cuisine.

Happy Summit Wine Tour

Napa Valley Crush

Golden sunsets. Leafy vines. Grape sampling in the vineyards. Join the wine tour post conference and experience a real Napa Valley crush.

The Venue

SOLAGE | AUBERGE RESORTS

755 Silverado Trail, Calistoga, Napa Valley


Set on 22 acres in Napa Valley’s north end, Solage has been ranked in the top hotels and spas nationally and globally. Solbar, the onsite restaurant, showcases back-to-the-land reverence with farm-fresh Napa Valley produce.

  • Solbar restaurant, lounge and in-room dining
  • Award-winning 20,000 square foot Spa Solage with geothermal pools
  • State-of-the-art fitness center with daily complimentary classes
  • Yoga & Wellness Studio
  • Two complimentary bikes per studio
  • Two regulation size bocce ball courts
  • Mercedes Benz program
  • Dog-friendly programming
  • Nightly turndown
  • Walking distance to downtown Calistoga

Solbar | Executive Chef Gustavo Rios

Executive Chef Gustavo Rios has returned to Solbar, bringing his 20 years of experience back to the restaurant where he previously played a pivotal role in earning its first Michelin Star. His cuisine features back-to-the-land reverence with farm-fresh Napa Valley produce combined with global influences, resulting in flavorful, inventive border-crossing cuisine.

Spa Solage

20,000 square foot Spa Solage showcases the renowned Calistoga mud and mineral water therapies that have attracted spa-goers to this northern stretch of Napa Valley since the 19th century. The Bathhouse delivers the ultimate wellness experience with its geothermal pools. A Summit Pass for the conference unlocks a 10% discount on all spa services.

Our Sponsors

  • RedIQ

  • Remarkably

  • Assurant

  • Engrain

  • Henri

  • ResMan

  • Trans Union

  • Zego by PayLease

  • Grace Hill

  • Hunter Warfield

  • MRI

  • Rently

  • SmartRent

Summit ’20 Lineup

Happy Summit 2020 will feature sessions from Multifamily leaders and business visionaries outside the industry to inspire your passion, build your skills, and foster collaboration in the pursuit of thriving communities.

Leigh Diffey

Olympics Commentator and NBC Sports Broadcaster

Success in Seconds

Steve Boyack

CEO, CA Management Services

Thriving Communities - A Future Outlook, Keynote Interview

Bob Keator

Senior Vice President, RADCO Residential

Truly Human Leadership: Cultivating a Culture of Purpose & Appreciation

Nikki Greenberg

Founder, Real Estate of the Future / Women in PropTech

What Buildings Will Be Like When Gen-Z Takes Over: A New Reality for your Realty

Erina Malarkey

Co-Founder & CEO, Remarkably

An Inside Look at Successfully Navigating the Changing Multifamily Industry

Jaren Bradley

SVP Operations, Apartment Management Consultants

Preventing Negligence Claims and Lowering Insurance Premiums in Multifamily

Tom Pesce

Magician

The Magic of Tom Pesce

Tim Brewer

CEO, Functionly

Break It Before You Make It — Growing Your Company from 30 to 1000+ Employees

Jindou Lee

CEO, HappyCo

Building Happier Communities: A Look into HappyCo's Product Road Map

Susan J. Levy

Founding Partner, Levy Pruett Cullen

Preventing Negligence Claims and Lowering Insurance Premiums in Multifamily

Luke Behrmann

VP, Product Management, redIQ

Better Insights, Faster Underwriting, Smarter Investing

Christina Fox

Client Success Manager, HappyCo

Tech Deep Dive: Custom Dashboards & Querying Basics

Alex Cuenca

Operations Analyst, Maxus Properties

Preventing Negligence Claims and Lowering Insurance Premiums in Multifamily

Aaron Levy

Director, Individual and Community Preparedness, FEMA

Helping People Prepare for Disaster and Emergencies

Phill Claxton

VP Product & Growth, HappyCo

Building Happier Communities: A Look into HappyCo's Product Road Map

Ben Schweitzer

Head of Multifamily Innovation Lab, Freddie Mac

Driving Innovation in Slow Moving Industries: A Case Study with Freddie Mac

Emme Dahlin

Launch Manager, HappyCo

Tech Deep Dive: Best Practices in Building Inspection Templates

Patrick Mann

Product Owner, HappyCo

Tech Deep Dive: Work Orders & Projects in Happy Tasks

Dan Lowen

SVP, Client Services Director, Lockton Companies

Preventing Negligence Claims and Lowering Insurance Premiums in Multifamily

Andy Robinson

Winemaker, Seghesio Family Vineyards

Seghesio, An Immigrant Story: The Evolution of Italian Varietals in California's Wine History

Mike Ramseyer

Happy Summit Emcee

Director of Happiness, HappyCo

Schedule

Get Peak Content with a side of Peak Play.

Monday Mar 16

Horizon Program Meeting
10:00AM – 4:00PM

General Registration
4:00 – 6:00PM

Cocktail Reception with Magician Tom Pesce
6:00 – 7:00PM

Tom Pesce Session Notes

Opening Night Reception
7:00 – 9:00PM

Tuesday Mar 17

Breakfast
7:30AM – 8:30AM

Opening Magic
8:15 – 8:25AM

Tom Pesce Session Notes

Opening Remarks
8:25 – 8:30AM

Mike Ramseyer Session Notes

Success in Seconds
8:30 – 9:15AM

Leigh Diffey Session Notes

Truly Human Leadership: Cultivating
a Culture of Purpose & Appreciation

9:15 – 9:45AM

Bob Keator Session Notes

Building Happier Communities: 
A Look into HappyCo’s 
Product Road Map

9:45 – 10:30AM

Phill Claxton Session Notes
Jindou Lee Session Notes

Networking Break
10:30 – 10:50AM

Preventing Negligence Claims and Lowering
Insurance Premiums in Multifamily

10:50 – 11:40AM

Susan Levy Session Notes
Jaren Bradley Session Notes
Dan Lowen Session Notes
Alex Cuenca Session Notes

Thriving Communities - A Future Outlook,
Keynote Interview

11:40AM – 12:15PM

Steve Boyack Session Notes

Driving Innovation in Slow Moving Industries:
A Case Study with Freddie Mac

12:15 – 12:45PM

Ben Schweitzer Session Notes

Lunch
12:45 – 2:00PM

Mid-Day Magic
2:00 – 2:05PM

Tom Pesce Session Notes


Tech Deep Dive: Best Practices
in Building Inspection Templates

2:00 – 2:45PM

Emme Dahlin Session Notes


Break It Before You Make It — Growing Your
Company from 30 to 1000+ Employees

2:05 – 2:35PM

Tim Brewer Session Notes

Helping People Prepare for Disaster
and Emergencies

2:35 – 3:05PM

Aaron Levy Session Notes


Tech Deep Dive: Custom Dashboards
& Querying Basics in Happy Insights

2:45 – 3:15PM

Christina Fox Session Notes

What Buildings Will Be Like When Gen-Z Takes Over:
A New Reality for your Realty

3:05 – 4:05PM

Nikki Greenberg Session Notes


Tech Deep Dive: Works Orders & Projects in Happy Tasks
3:15 – 4:15PM

Patrick Mann Session Notes

Networking Break
4:05 – 4:30PM

Better Insights, Faster Underwriting, Smarter Investing
4:30 – 4:45PM

Luke Behrmann Session Notes

An Inside Look at Successfully Navigating the Changing Multifamily Industry
4:45 – 5:00PM

Erina Malarkey Session Notes

Seghesio, An Immigrant Story: The Evolution of
Italian Varietals in California’s Wine History

5:00 – 5:15PM

Andy Robinson Session Notes

Networking Break & Tasting with Seghesio’s Winemaker
5:15 – 5:50PM

The Magic of Tom Pesce
5:50 – 6:00PM

Tom Pesce Session Notes

Evening Break
6:00 – 7:00PM

Dinner Reception
7:00 – 10:00PM

Wednesday Mar 18

Connoisseur Wine Tour*
Robert Sinskey Vineyards and Merryvale
Pick up and drop off from Solage
10:00AM – 3:30PM



*Separate ticket purchase required. See tickets.

Your Ticket to Happiness

Unlock full conference access with the Summit Pass. And don’t skimp on play — add the Connoisseur Pass for a day of wine tasting post conference.
Tickets for the event are limited and invite only.

Summit Pass
Conference
(3/16 – 3/17)
Partner Pass
Dinner Receptions
(3/16 – 3/17)
Connoisseur Pass
Wine Tour + Lunch
(3/18)
Regular Sales
Until 2/29/20
Late Sales
3/1/20 – 3/13/20
$799
$999
$399
$499
$299
$399
Pricing table 2019

Pass Information

Happy Summit outdoor patio


SUMMIT PASS
March 16th—17th


The Summit Pass is your ticket to the opening night reception (3/16), and to full conference access (3/17) with catered breakfast, lunch, and dinner inspired by Solbar Chef Gustavo Rios.

As part of the Summit Pass, you are eligible to receive a discounted room rate at Solage — $295/night with no resort fee, an incredible 40% savings off the regular price — during the conference and 3 days pre and post event except Fri/Sat nights. But don’t delay booking, as the room block will fill quickly.

The Summit Pass also unlocks a 10% discount on all services at Spa Solage.

Happy Summit lounge


PARTNER PASS
March 16th—17th


Napa Valley in spring is the perfect place, at the perfect time, to make memories with your perfect person. With this pass, invite your partner to join you at the opening and conference night dinner receptions. And while you network and educate away during the day on the 17th, your partner can luxuriate with special treatments at Spa Solage and enjoy a 10% discount on services.

Happy Summit vineyard


CONNOISSEUR PASS
March 18th
10:00AM—3:30PM


Join us for this specially curated tour of Napa Valley wineries the day after the conference.

At our first stop, we will tour Robert Sinskey Vineyards, where biodynamic farming produces subtle wines of balance, finesse and elegance from Pinot Blanc to Pinot Noir.

Next, we move on to a sumptuous family style lunch and tasting in the impressive Cask Room at Merryvale, built in 1933 after Prohibition. Its Cabernet-centric portfolio includes wines that are complex and rich, balanced and expressive of Napa Valley’s fruit but also reflective of classic styles.

All transportation included (pickup/drop off from Solage).

HappyCo logo

Get access to this and all HappyCo insights from our industry experts

Leigh Diffey
Leigh Diffey

Olympics Commentator and NBC Sports Broadcaster

Success in Seconds

Global companies and renowned brands such as Mercedes-Benz, Ferrari and Red Bull aim to achieve specific desired results: goals that have been their focal point of attention for weeks, months, sometimes years, yet a mere few seconds can positively influence these same specific objectives.

A sporting team strives to achieve success via winning events, world championships and titles, and like many corporations these organizations, teams and individuals are both judged and graded in an open, public forum. In many cases, there is a direct correlation between a team’s level of operational excellence and its on-field, on-track results: the company’s lasting achievements within a demanding industry.

In this inspiring keynote, Leigh Diffey will unravel how large group dynamics, operational structure, goal-oriented patience and reactionary flexibility lay the foundation for success in an organization, leveraging the cutting edge sport of Formula One as a superlative case study.

Leigh Diffey has made a career out of talking to people about things moving fast and the business behind it. After graduating Griffith University in Brisbane, Australia with a degree in Education, it wasn’t long before he knew he wanted to head a different direction.

Leigh pursued his passion of becoming a sports broadcaster in his early 20’s and became one of Australia’s foremost sports TV personalities in a short timeframe. A larger stage loomed and Diffey moved to London after less than four years in the industry to work for the world-renowned BBC.

Diffey’s international television sports broadcasting career continued to flourish with a move to the United States in 2002. Leigh has become an American citizen since and has now been in the industry for more than 20 years. In addition to representing Network 10 in Australia and the BBC, he has been with NBC for many years and commentates the Olympic Games, Auto Racing, Rugby and Track & Field.

Steve Boyack
Steve Boyack

CEO, CA Management Services

Thriving Communities — A Future Outlook, Keynote Interview

Multifamily developers and managers are witnessing monumental shifts in building design, services and technology applications. As Generation Z enters the student housing landscape and Millennials dominate the conventional population in apartment demographics, resident expectations around services, whole health, and community engagement demand a new approach. Steve Boyack in conversation with Jindou Lee will explore the key domestic and international trends shaping the future of apartments, and the new requirements to deliver thriving communities that are stronger, healthier and happier for residents and staff.

Steve Boyack is the CEO of CA Management Services with responsibility to drive the performance and growth of the company’s Student and Multifamily housing portfolios both domestically and internationally. Prior to joining CA Ventures, he was a Senior Managing Director at Greystar where he was responsible for overseeing real estate operations and leading the expansion of the company’s footprint in key Midwest markets. In addition, he oversaw Greystar’s national construction and maintenance operations. Steve joined Greystar in 2017 from the Laramar Group, where, as Chief Operating Officer, he was responsible for overseeing all facets of property operations for the company as well as participating in both the executive committee and investment committee. Steve has been active in the multifamily industry since 1988. Steve holds a Bachelor of Science degree in economics from the University of Iowa and a CPM® designation from the Institute of Real Estate Management.

Mike Brewer
Mike Brewer

Executive Vice President, RADCO Residential

Truly Human Leadership: Cultivating a Culture of Purpose & Appreciation

According to the Mayo Clinic, 75% of U.S. employees report disengagement from their workplace and 88% believe their company doesn’t care about their welfare, so it’s not surprising employee turnover is high. Work Institute estimates that 42 million, or one in four, employees left their jobs in 2018, equivalent to $600 billion in turnover costs, and that nearly 77% of that could be prevented by employers. But the costs reach further than financial losses — the loss in human potential is greater. In this presentation, Mike Brewer will share how RADCO Residential has created a leadership culture that drives engagement, common purpose, and ultimately leads to both healthier and happier employees and better business results.

Mike Brewer comes to RADCO with more than 21 years of experience in the multifamily real estate industry. Through his passion for people, technology, and real estate, Mike has received numerous industry awards, including seven “Property Management Company of the Year” awards under his leadership.

Prior to joining RADCO, Mike worked with Mills Properties and Equity Residential in multiple roles including Leasing Consultant, General Manager, Senior Regional Manager, and Vice President of Operations. Mike is an active contributor to industry-related publications such as Units Magazine, Multifamily Insiders, PropertyManagement.com, and more. He is currently pursuing his Certified Property Manager designation. Outside of work, Mike also finds time for outdoor activities, blogging, vlogging, and mentoring young business leaders.

Jindou Lee

CEO & Co-Founder, HappyCo

Building Happier Communities: A Look into HappyCo's Product Road Map

Get a peek into the future of apartment technology and HappyCo’s next product developments with this general session from HappyCo’s CEO Jindou Lee and VP of Product & Growth, Phill Claxton. Upcoming technology capabilities and next year’s HappyCo product road map will be revealed — advancements that promise to help power the future of thriving communities for property staff and residents to corporate management and ownership.

Jindou Lee is the CEO and co-founder of HappyCo, a software company that builds mobile and cloud solutions to enable real-time property operations. Prior to his current role, Jindou also founded and exited two previous tech companies.

Jindou spent most of his adult life growing up in Australia and graduated from the University of South Australia with a Bachelor of Visual Communications (Design). After that he worked at Midway Games where he led the User Interface team to work on classic titles such as Mortal Kombat, Gauntlet and Dukes of Hazzard. Besides his love for technology, Jindou is also an avid real estate investor, ex-semi pro soccer player and speaks five languages.

Emme Dahlin

Launch Manager, HappyCo

Tech Deep Dive: Best Practices in Building Inspection Templates

In this tech deep dive session, Emme Dahlin, Launch Manager at HappyCo, will cover the in’s and out’s of building Happy Inspector templates using Happy Manage, HappyCo’s powerful web app for monitoring and managing property inspections. You will learn best practices for building templates for key operational and due diligence processes including MIMO Inspections, Preventative Maintenance Checklists, Property and Unit Walks.

Emme Dahlin has been in the Multifamily industry since 1997. Her experience spans from her first job as a leasing agent, to representing key vendor providers of advertising, tenant screening, renters insurance, home warranties, accounting/management software, and most recently, mobile inspections. She has advocated many times on behalf of the multifamily industry at NAA's Capitol Conference, and served several years on the CAA-Los Angeles Board as Industry Partner Chair. All of this has given her a broad base of knowledge in conventional, affordable, mobile, manufactured, and modular housing. Emme is passionate about taking existing inspection processes and transforming them into user-friendly, super efficient, and divinely paperless environments.

Tim Brewer

CEO, Functionly

Break It Before You Make It — Growing Your Company from 30 to 1000+ Employees

Over the last decade, rapid employee expansion in both early-stage startups and established enterprises has become widespread. Companies reach a high level of complexity much earlier in their evolution. While many businesses will continue to grow under these circumstances, they will inevitably reach an inflection point where organizational design and role alignment issues become significant roadblocks to further growth and corporate health. If unchecked, at best, growth slows, stress increases and talent leaves. At worst, catastrophic business failure occurs. Tim Brewer will present critical lessons from companies including Dropbox, Disney and others on how to master the art of scaling, and how to discover the optimal organizational alignment for your company that will empower your business to move at the fastest pace possible towards its mission.

Tim Brewer is Co-Founder and CEO of Functionly, a people alignment software platform that empowers organizations to scale without breaking. Tim has worked with some of technology’s most respected and fastest growing companies, including Dropbox, SEQTA, JMARK, WBM, Sugarshot, ConnectWise, Accord, and Anittel, advising their management teams on strategies to grow quickly and sustainably while driving value creation. At Functionly, Tim brings that wealth of experience to building the Functionly platform, which is solving the people alignment pain points associated with scaling companies using its industry-first platform.

Tim has also presented to audiences large and small at conferences and events globally. He has garnered a breadth and depth of knowledge across multiple disciplines and seen first-hand the ups and downs of entrepreneurialism, investing, start-ups, NPOs, and business. When he is given the opportunity, he loves to share practical insights gained from his journey in his unique Aussie style. Tim’s personal philosophy in life is to help those around him grow. His commitment to value creation frames his desire for people and organizations, particularly entrepreneurs, to have their visions become their fullest reality.

Aaron Levy

Director, Individual and Community Preparedness, FEMA

Helping People Prepare for Disaster and Emergencies

Preparedness begins with the individual. FEMA’s Individual and Community Preparedness Division (ICPD) serves as the main preparedness link to individuals and families. The Division connects science-based research to communications, education, and tools that empower communities to prepare for, protect against, respond to, and recover from a disaster. Join Aaron Levy as he discusses the research and shares the products and resources available to you, your families, and communities.

Aaron Levy is the Acting Director of FEMA’s Individual and Community Preparedness Division (ICPD) where he supports the Agency’s efforts to help people prepare for disasters (Objective 1.3 in FEMA’s 2018-2022 Strategic Plan). Aaron oversees programs that partner at all levels of government, the private sector, and community organizations to increase citizen and community preparedness and encourage the development of disaster resilience across the Nation.

Prior to joining ICPD, Aaron served as the Executive Officer (XO) of FEMA’s National Preparedness Directorate (NPD). As XO, Aaron served as the de-facto chief operating officer of a business line consisting of 400 full time employees, across three geographical locations with an annual budget of $400 million. He provided counsel to NPD’s Assistant and Deputy Assistant Administrators on the directorate's strategic, budgetary and operational priorities while managing the staff of the Office of the Assistant Administrator.

Aaron began his career (2003-2006) as a Legislative Assistant to two Members of Congress where he advised them on foreign policy, defense and trade issues. After working for one year (2006-2007) as a contractor for the United States Navy, he accepted a position as Manager of Security Policy at the Association of Metropolitan Water Agencies (AMWA). While at AMWA Aaron co-authored the Water Sector Specific Plan which, as an annex of the National Infrastructure Protection Plan, described processes and activities to enable the protection and increased resilience of the water sector's infrastructure. Aaron also managed the day to day operations of the Water Information Sharing and Analysis Center (WaterISAC) which serves as the official communications and operational arm of the water sector.

Aaron joined FEMA in 2010 as a congressional liaison to the Senate Homeland Security and Government Affairs Committee. In 2014 he was promoted to FEMA's deputy chief liaison to the Senate and House Appropriations Committees. In this position, Aaron led efforts across FEMA and the Department of Homeland Security to craft and defend the Agency's annual $14 billion budget request.

During his tenure at FEMA, Aaron has completed several temporary duty assignments and deployed to the field in support of disaster operations. In 2013, Aaron was seconded to the Office of Policy and Program Analysis where he chaired an interagency workgroup tasked with updating the International Assistance System Concept of Operations which serves as the federal government's guide for accepting disaster assistance from international partners. In 2016, Aaron served as the Acting Senior Policy Advisor to FEMA’s Chief Financial Officer.

Aaron graduated from Richmond, The American International University in London with a Bachelor of Arts (Honors) in International Relations and subsequently received his Master of Arts (Summa Cum Laude) in Global Security Studies from Johns Hopkins University. A native of New Jersey and lifelong New York Giants fan, Aaron resides in Washington, D.C. with his wife Katie and their amazing seven year old daughter Carolyn.

Christine Halberstadt

VP, Multifamily Strategic Transformation, Freddie Mac

Driving Innovation in Slow Moving Industries: A Case Study with Freddie Mac

Digital transformation in large corporations presents high hurdles and often resistance at multiple levels of the business. This is especially true in a highly regulated industry like mortgage finance. At a partially public institution like Freddie Mac, driving innovation requires the highest level of commitment and a steadfast mindset from executive stakeholders, middle management, and personnel, adding exponential complexity to successfully delivering the right outcomes. In this session, Christine Halberstadt and Ben Schweitzer will cover the key strategies and tactics Freddie Mac has undertaken to begin their digital transformation and outline the next steps in their journey.

Christine Halberstadt is Vice President of Strategic Transformation where she supports Freddie Mac Multifamily’s evolving business strategy by leading the organization’s digital transformation effort and its innovations.

Prior to this role, Ms. Halberstadt served as Vice President of Servicer & Client Management within the Asset Management division. There, she managed client relationships, Seller Servicer Performance Reviews (SSPRs), insurance, loan boarding and monitoring activities as well as strategic planning and initiative delivery. Ms. Halberstadt has also held positions as the Senior Director of Servicer & Data Management and Senior Director of Product Development at Freddie Mac and was instrumental in the development of the Multifamily Securitization Program as well as numerous other new products.

Prior to joining Freddie Mac in 2006, she was a Vice President in National City’s Capital Markets group and a Senior Consultant at Accenture. Ms. Halberstadt has an MBA and Bachelor of Science degree in Business Administration and Economics from Carnegie Mellon University and a Master's degree in Real Estate from Georgetown University.

Christina Fox

Client Success Manager, HappyCo

Tech Deep Dive: Custom Dashboards & Querying Basics in Happy Insights

In this tech deep dive session, Christina Fox, Client Success Manager at HappyCo, will cover the in’s and out’s of using Happy Insights, HappyCo’s robust business intelligence solution empowering real-time analysis of property, unit, and item-level conditions. Topics include out-of-box dashboards, building custom dashboards, item-level analysis, photo reports, querying data (no SQL required!), and scheduling and sharing dashboards and reports.

Christina Fox joined HappyCo in 2018 as the head of Client Success ensuring key client accounts are truly getting the full Happy Experience. She works closely with each internal team to deliver all HappyCo clients the resources and support they need to achieve their goals. Prior to joining HappyCo, she gained extensive experience in multifamily software developing a range of skills from pre-sales support to new product development to client implementations. She has a passion for helping clients maximize the usage of technology to make their lives more efficient and easier overall. Outside of work, she loves traveling, swimming, cycling, calligraphy, sewing, and making her friends laugh. Christina resides just outside Washington D.C. with her husband and two kids.

Ben Schweitzer

Head of Multifamily Innovation Lab, Freddie Mac

Driving Innovation in Slow Moving Industries: A Case Study with Freddie Mac

Digital transformation in large corporations presents high hurdles and often resistance at multiple levels of the business. This is especially true in a highly regulated industry like mortgage finance. At a partially public institution like Freddie Mac, driving innovation requires the highest level of commitment and a steadfast mindset from executive stakeholders, middle management, and personnel, adding exponential complexity to successfully delivering the right outcomes. In this session, Christine Halberstadt and Ben Schweitzer will cover the key strategies and tactics Freddie Mac has undertaken to begin their digital transformation and outline the next steps in their journey.

Ben Schweitzer leads the Freddie Mac Multifamily Innovation Lab — a critical pillar in Multifamily’s Strategic and Digital Transformation. He’s responsible for identifying, cultivating and delivering transformative ideas and technology to the business.

Prior to this role, Ben was a co-founder of the Small Balance Loan (SBL) program at Freddie Mac where he led underwriting execution and innovation. He has also held positions in Structured Finance at Freddie Mac where he negotiated and underwrote large Multifamily portfolio transactions.

Prior to joining Freddie Mac, Ben worked in New York City as a Commercial Real Estate broker. He holds an undergraduate degree from Muhlenberg College in Business Administration and a Master’s degree from Georgetown University in Commercial Real Estate Finance and Development.

Phill Claxton

VP of Product & Growth, HappyCo

Building Happier Communities: A Look into HappyCo's Product Road Map

Get a peek into the future of apartment technology and HappyCo’s next product developments with this general session from HappyCo’s CEO Jindou Lee and VP of Product & Growth, Phill Claxton. Upcoming technology capabilities and next year’s HappyCo product road map will be revealed — advancements that promise to help power the future of thriving communities for property staff and residents to corporate management and ownership.

Phill Claxton has been working in the technology industry since the early 90s. Having worked in the IT sector and in a career that spanned several continents, Phill started his career in New Zealand working for small IT providers before heading to the UK to work as the Head of IT for the multinational advertising group, Omnicom.

It was in advertising that he developed a passion for design and marketing, and the role it plays in the success of technology companies. Phill returned to New Zealand in 2005 to manage a large IT provider and later went on to co-found a successful client experience product, DeskDirector. During his time there, Phill fine tuned his skills in the areas of defining and testing go-to-market strategies, international commercialization, product strategy and marketing. After launching and growing this bootstrapped startup to over 300 business accounts, he took a role as the Chief Operating Officer at IT Glue leading the product, engineering, marketing and success teams. In just over a year, he helped grow this B2B SaaS platform from just over 600 accounts to over 2,300 while managing staff growth from 15 to over 50.

Phill has attended and spoken at many events and courses relating to digital marketing, growth and software-as-a-service. His passion continues to be in the areas of product development and building healthy, sustainable technology businesses.

Mike Ramseyer

Director of Happiness, HappyCo

Happy Summit Emcee

Mike joined HappyCo in May of 2016 and brings with him over 10 years of real estate management experience. After spending time in Property Management (CAC Real Estate / CBRE) and Commercial Security Services (Universal Protection Services), Mike landed in real estate technology, where he spent 5 years honing his skills overseeing the Implementations Department for a spend management platform. After joining HappyCo, Mike applied his years of experience to assembling the best account management team in the industry: building and managing HappyCo’s Launch team, Client Success, and Training programs. Under his careful watch, HappyCo has retained over 98% of their clients. Mike holds a degree in Communications from Wake Forest University, where he was also captain of the Wake Forest baseball team. Mike resides in Ridgefield, CT with his wife and two kids.

Susan J. Levy

Founding Partner, Levy Pruett Cullen

Preventing Negligence Claims and Lowering Insurance Premiums in Multifamily

Property operators are often taken by surprise when slapped with a negligence lawsuit. The financial and reputational consequences are often damaging and irreversible. In this panel, we bring together legal, insurance, and property operations experts to discuss preventative measures you can take to effectively defend yourself from unreasonable lawsuits and in turn, lower your insurance premiums. Panelists will discuss what steps their companies have actively taken to defend themselves against claims of negligence, as well as optimal strategies for claims prevention and minimizing exposure to loss through property QA processes.

Susan J. Levy is the founding partner of Levy Pruett Cullen in Atlanta. She specializes in premises liability defense, including negligent security, as well as slip, trip, and fall cases. Susan received her BA from Cornell University and graduated with distinction from Emory Law School. She clerked for the Honorable Jack T. Camp, U.S. District Judge, Northern District of Georgia. An AV-rated lawyer, Susan also serves on the Retail, Restaurant, & Hospitality Board of the Claims and Litigation Management Alliance.

Jaren Bradley

SVP Operations, Apartment Management Consultants

Preventing Negligence Claims and Lowering Insurance Premiums in Multifamily

Property operators are often taken by surprise when slapped with a negligence lawsuit. The financial and reputational consequences are often damaging and irreversible. In this panel, we bring together legal, insurance, and property operations experts to discuss preventative measures you can take to effectively defend yourself from unreasonable lawsuits and in turn, lower your insurance premiums. Panelists will discuss what steps their companies have actively taken to defend themselves against claims of negligence, as well as optimal strategies for claims prevention and minimizing exposure to loss through property QA processes.

Mr. Jaren Bradley came to the AMC team after working with AIMCO and Pinnacle Realty Management Companies. In the last 16 years, he has worked on over 70 different properties in 16 states, having been sent to 100+ properties in 7 states to assist with training, takeovers, due diligence and staff shortages. Mr. Bradley now oversees multiple states, 10 Vice Presidents and 42 Regional Property Managers while maintaining steady NOI growth.

Dan Lowen

SVP, Client Services Director, Lockton Companies

Preventing Negligence Claims and Lowering Insurance Premiums in Multifamily

Property operators are often taken by surprise when slapped with a negligence lawsuit. The financial and reputational consequences are often damaging and irreversible. In this panel, we bring together legal, insurance, and property operations experts to discuss preventative measures you can take to effectively defend yourself from unreasonable lawsuits and in turn, lower your insurance premiums. Panelists will discuss what steps their companies have actively taken to defend themselves against claims of negligence, as well as optimal strategies for claims prevention and minimizing exposure to loss through property QA processes.

With more than 30 years of experience assisting clients in reducing their overall cost of risk, Dan is a key member of Lockton’s Loss Control Department who leads the Multifamily Risk Control Practice Group. His ability to analyze loss drivers and propose feasible and effective solutions has allowed clients to achieve industry-leading results and improvements in their loss control efforts. Dan specializes in national and real estate/property management accounts and is nationally recognized for his contributions to the advancement of risk control in multiple industries. He is an Associate in Risk Management (ARM) and holds an MBA from the University of Colorado.

Alex Cuenca

Operations Analyst, Maxus Properties

Preventing Negligence Claims and Lowering Insurance Premiums in Multifamily

Property operators are often taken by surprise when slapped with a negligence lawsuit. The financial and reputational consequences are often damaging and irreversible. In this panel, we bring together legal, insurance, and property operations experts to discuss preventative measures you can take to effectively defend yourself from unreasonable lawsuits and in turn, lower your insurance premiums. Panelists will discuss what steps their companies have actively taken to defend themselves against claims of negligence, as well as optimal strategies for claims prevention and minimizing exposure to loss through property QA processes.

Alex Cuenca, Operations Analyst at Maxus Properties in North Kansas City, MO, has been in the Property Management Industry for 7 years. He has worked for 4 different management companies, from Leasing Agent to Property Manager, and now his current position. His current responsibilities include implementations and training for new programs/products. He also negotiates and helps with vendor contracts. Alex loves new technology and software that helps improve day-to-day on-site task management.

Matt Iseman

Host of American Ninja Warrior & Stand-Up Comedian

Summit Keynote with Matt Iseman

The conference kicks off with an inspiring, comedy-filled keynote from Matt Iseman. Emmy-award winning television host and stand-up comedian, Matt Iseman has become one of the most in-demand television personalities in the entertainment industry today. Matt is currently the host of NBC’s smash hit and Emmy-nominated competition show American Ninja Warrior, as well as ANW’s spin-off for Universal Kids, American Ninja Warrior Junior. A doctor turned entertainer, Matt will share lessons from his journey as a comedian for over 20 years and a TV host for over 15.

Matt Iseman is an Emmy-award winning television host and stand-up comedian who has become one of the most in-demand television personalities in the entertainment industry today. Matt is currently the host of NBC’s smash hit, Emmy nominated competition show American Ninja Warrior. He also hosts ANW’s spin-off for Universal Kids, American Ninja Warrior Junior. Additional recent television hosting credits include the 2018 Macy’s 4th of July Fireworks Spectacular for NBC and HISTORY’s Evel Live, which honored legendary daredevil Evel Knievel by attempting three of his most dangerous feats.

Matt continues to use his platform to raise awareness and funds for the Arthritis Foundation as his ongoing battle with rheumatoid arthritis transformed him into a strong supporter. In 2017, he won season eight of NBC’s The New Celebrity Apprentice, with host Arnold Schwarzenegger, where he was able to present a check of $1,000,000 to the foundation.

A Denver native, Matt started his career with helping people in need, by becoming a physician of internal medicine with a residency at the University of Colorado alongside his father. He graduated with honors from Princeton University and the Columbia College of Physicians and Surgeons, where he received his medical degree. Then, in a move that shocked patients and parents alike, he quit his job as a doctor and moved out to Los Angeles to pursue stand-up comedy and never looked back.

Adrian Barrow

Executive Strategy Director, R/GA

The Power of Technology to Create a More Human Future

Powerful economic forces continue to drive unprecedented interest and investment in data and technology. Property developers and managers have already zeroed in on the efficiency dividends that can come from systems automation and data analytics. To date, investments are being prioritized to reduce the friction in workflows, increase management controls, and manage costs. R/GA’s work with both new and old economy companies highlights the potential for much more human outcomes than simply efficiency and control. In this session, Adrian Barrow will highlight the opportunity for data-driven technology to improve people’s lives through fostering feelings of community, connection and belonging.

As executive strategy director, Adrian Barrow leads R/GA LA’s strategic planning team, which spans brand strategists, marketing scientists, experience designers and connections planners.

Originally from Perth, Western Australia, Adrian Barrow is a highly experienced brand strategist with more than 25 years of experience spanning four continents and a wide variety of categories including luxury, consumer technology & telecommunications, beverage alcohol, financial services and retailing. Adrian has held director level positions at some of the world’s most famous marketing agencies including J. Walter Thompson, Saatchi & Saatchi and Goodby Silverstein & Partners.

Adrian has written widely on cultural strategy and he is currently co-authoring a book on the value of long term brand thinking for a short term world. His work has been honored by the UK Direct Marketing Association, Effie Worldwide, the AAAA’s Jay Chiat Awards and the ARF's David Ogilvy Awards.

Andy Robinson

Winemaker, Seghesio Family Vineyards

Seghesio, An Immigrant Story: The Evolution of Italian Varietals in California's Wine History

The story behind Seghesio Family Vineyards is that of many other immigrants who came to Sonoma County with not much more than a dream and a will to survive. Through a guided tasting, winemaker Andy Robinson will illustrate the ways in which the Seghesio Family story is deeply intertwined with the birth and evolution of the wine industry in California and reveal how Zinfandel played a pivotal role in its development. Zinfandel is a quintessentially American variety with a rich history and often underestimated capacity for producing exceptional, stunning, and complex wines. Robinson will discuss his approach to producing these wines and the work that goes into ensuring that every experience with a Seghesio Family Vineyards Zinfandel represents the very best rendition of this extraordinary variety.

Andy grew up in North Tonawanda, NY, in between Buffalo and Niagara Falls on the Niagara River — and conveniently nestled between New York’s Finger Lakes region and Ontario’s Ice Wine region. His interest in wine began while earning his Chemistry degree at SUNY Geneseo, where three of his chemistry professors were involved in winemaking or wine-related research topics. His access to wine and wine knowledge grew once he moved to New York City to attend Columbia University, where he earned a degree in Chemical Engineering. There, he met fellow chemical engineering student, lifelong friend and career adviser, Rosie Conception. Rosie would later introduce Andy to Seghesio wines and convince him to move to Sonoma to pursue his passion. Rosie was Seghesio’s Enologist from 2000 to 2003.

Andy’s formal wine career began in 2001 with Charles Krug Winery in St. Helena. Charles Krug offered the unique experience of working for two winemakers in different capacities, John Moynier in the California wine program and Jac Cole in the Napa wine program. Andy’s experience ranged from harvest intern/ vineyard sampler to wine lab technician. He absorbed everything possible about winemaking and the wine business from two excellent winemakers, each with 25+ years’ experience in the valley. The opportunity to work closely with consultants Phil Freese and Alberto Antonini beginning in 2003 have greatly influenced his winegrowing knowledge and philosophy. Andy has learned to craft fine wines from Zinfandel and varietals of Italian heritage.

Andy joined Seghesio as enologist in 2003 and claims he hasn’t stopped learning since. In 2004, he took a working vacation to Marlborough, New Zealand, for harvest in order to round out California’s warm climate by making crisp Sauvignon Blanc. Andy’s insatiable desire to try new wines and learn about different regions has since taken him to Baden in Germany; Alsace, Bordeaux, Burgundy and Lanquedoc in France; Toro and Rioja in Spain; Veneto, Campania and Tuscany in Italy; Wachau, Austria and Oporto and Alentejo in Portugal.

Jim Brodsky

Co-founder, Weiner Brodsky Kider PC & Board Director, MFA Financial

What’s “Up” With America’s Affordable Rental Housing, Besides Rent?

Nationally, almost one-half (47%) of renter households spend more than one-half of their income on housing rent. And, in no state in America is there enough rental housing affordable to those earning below 30% of area median income to meet their needs. Jim Brodsky is a founding Member of the Washington DC law firm of Weiner Brodsky Kider PC and a Board Member of Enterprise Community Investment which, with its affiliates and over the past almost four decades, has invested over $40 billion in communities throughout the country and financed over 600,000 homes for low- and –moderate income renters and homeowners. In his presentation, Jim will explore this affordable rental housing challenge and approaches for addressing it, including expanding the federal Low Income Housing Tax Credit and helping focus the attention of our Presidential candidates on meeting it.

Jim Brodsky is a founding member of Weiner Brodsky Kider PC and focuses on residential mortgage finance, legal and business issues. He advises clients on strategic business initiatives, federal compliance and regulatory matters, mergers and acquisitions, asset purchases and sales, and secondary mortgage market transactions. As a former HUD Deputy Assistant Secretary, Jim has deep experience in FHA and Ginnie Mae (as well as Fannie Mae and Freddie Mac) requirements, issues and opportunities. Jim also has had a pivotal role in advising the reverse mortgage industry since its inception and is Co-General Counsel of the National Reverse Mortgage Lenders Association.

Jim also is a Director (and formerly Lead Director) of MFA Financial, Inc., a multi-billion dollar NYSE-listed REIT that invests, on a leveraged basis, in residential mortgage assets including Agency MBS, Non-Agency MBS, residential whole loans and CRT securities.

Jim also is active in a variety of affordable housing initiatives. He is a member of the Board of Directors of Enterprise Community Investment, Inc. (ECI), the investment subsidiary of Enterprise Community Partners, Inc. ECI invests in affordable housing and community development projects nationwide through public-private investments like the Low-Income Housing Tax Credit (LIHTC) and New Markets Tax Credit (NMTC), as well as raises and invests private investor capital, develops affordable housing, and provides lending products through its commercial real estate and multifamily mortgage banking company, Bellwether Enterprise Real Estate Capital, LLC. Over more than 35 years, the Enterprise companies have invested more than $30 billion and supported the development and preservation of a half million affordable homes in scores of communities.

Jim formerly served as Chairman of the Housing Opportunities Commission, a county public housing and housing finance agency and the issuer of over a billion dollars of mortgage revenue bonds. Jim received his J.D. from Georgetown University Law Center, his M.S.E.E. from Columbia University, and his B.S. from Cornell University.

Luke Behrmann

VP, Product Management, redIQ

Better Insights, Faster Underwriting, Smarter Investing

Greater access to and easier use of data has reduced friction and transaction life cycles across many industries. Commercial real estate is one such industry, as this evolution is changing the way CRE participants think about where to deploy capital and how to maximize the value of that capital across the deal life cycle. Learn about how one product is transforming the analysis and underwriting of multifamily transactions by helping investors and operators do more deals, more quickly, and more confidently than ever before.

Luke Behrmann is a product management professional with a passion for creating customer value and the products that address the needs and problems of a market. Luke leverages over 10 years of experience in taking new products and technology to market from across multiple industries. His career spans large publicly traded companies, technology startups, and academic technology transfer and commercialization. Prior to joining redIQ, Luke oversaw a product platform and all product management activities that supported over $60MM in annual revenues, including all aspects of product planning, development, and execution. Luke has a BA in economics and an MBA with an emphasis in finance and entrepreneurship from the University of Utah David Eccles School of Business.

Nikki Greenberg
Nikki Greenberg

Founder, Real Estate of the Future / Women in PropTech

What Buildings Will Be Like When Gen-Z Takes Over: A New Reality for your Realty

In 2019, Gen-Z (born 1996-2010) became the largest population group globally. As the first generation to not know a world without the internet, the way that they interact with the world is unique in that they blur the boundary between digital and in-person realities. Gen-Z view products as services and expect a personalized experience from brands. They also turn to social media to search for information and trust reviews over advertising. In What Buildings Will Be Like When Gen-Z Takes Over, Nikki Greenberg will present how Gen-Z’s attitudes and expectations will disrupt the way that multifamily needs to be designed, delivered and marketed, to ensure that what is delivered today will meet the needs of tomorrow.

Nikki Greenberg is a futurist and thought leader in the real estate industry. As Founder of Real Estate of the Future, she spends her days thinking about ways to capitalize on PropTech and disruptive innovations to gain an edge. Nikki also heads the leading global PropTech networking organization, Women in PropTech which she founded in 2018. Nikki sets the conversation around the future of real estate.

With a focus on innovation, Nikki brings big-picture strategic thinking to the full real estate lifecycle. Having worked on the design and development of mixed-use communities, shopping centers and luxury residential projects in Australia, USA, China and India, Nikki’s deep expertise spans the breadth of the real estate industry. She is an alumni of the University of New South Wales in Sydney, Australia where she attained with honors a Bachelors and Masters of Architecture, and Masters of International Business with a focus on China.

Tom Pesce
Tom Pesce

Magician

The Magic of Tom Pesce

Tom Pesce is one of America's most sought after corporate and motivational entertainers. His clients include such companies as Duracell, Asia Bank, Deloitte, Morgan Stanley, BMW, Neuberger Berman, First Trust Portfolios, and many more. Tom has toured the country as a headliner for Princess Cruises and regularly performs at some of the most prestigious theaters and resorts including the famed Chicago Magic Lounge.

Known for combining his unique brand of fast-paced high-octane magic with his genuine ability to connect deeply with any audience, Tom has created a visual performance and speaking style that empowers his clients to approach challenges from the viewpoint of a magician - that is, to replace the word "impossible" with "I'm possible".

From his interactive stage programs to his famous close-up miracles taking place right in your own hands, Tom illustrates how the use of innovation, leadership, and magic can be applied in your own life to create transformational experiences for those around you.

Tom Pesce is a highly skilled performer with over twenty years of experience. He has earned multiple graduate degrees in the fields of education, administration & leadership studies. Tom lives in Ridgefield, CT with his wife, Becky, and their three children.

TomPesce.com

Erina Malarkey
Erina Malarkey

Co-Founder & CEO, Remarkably

An Inside Look at Successfully Navigating the Changing Multifamily Industry

The digital revolution is profoundly changing multifamily. There is tremendous transformation across owners, managers and residents — in how the industry is being designed, optimized, automated, and deployed in new and exciting ways.

In multifamily today, the building is no longer king. Power is shifting from the building to the resident, and with it comes an exciting opportunity for management companies to find a new seat at the table. Additionally, data ownership is paramount. You need to take back control over every ounce of your data with the intention of putting it to work in actionable, and profitable, ways. Customer retention, powered by data, is the multifamily industry’s new gold rush. But what should you think about these changes? How do you need to prepare?

In this session, Remarkably’s CEO debunks 5 multifamily myths and shares her insights about how successful companies are navigating the opportunities that lie ahead. Erina explores why multifamily must shift from asking questions about WHAT is happening with data, to questions about WHY it's happening, to what is LIKELY to happen, and finally (and most importantly) what stakeholders must DO in response.

Erina Malarkey is the Co-founder and Chief Executive Officer of Remarkably. She is responsible for the strategic vision and direction of the company’s cloud-based leasing performance analytics software.

Bringing more than a decade of multifamily real estate expertise to her role, Erina has forged deep relationships within the multifamily industry and is recognized for her commitment to shifting the status quo of property performance. Her ability to define and meet the needs of the nation’s top owners, investors and developers with an intuitive and value-generating platform has been instrumental in Remarkably's success.

Most recently, Erina won the CREW Seattle 2019 Women in Tech award, an award sponsored by CREW and The Registry and presented at the ELEVATE event—a celebration of women in the commercial real estate industry. The event honored individuals and employers who are making a positive impact in today's real estate industry.

Patrick Mann

Product Owner

Tech Deep Dive: Work Orders & Projects in Happy Tasks

Get an inside look into HappyCo’s Tasks and Projects with this deep dive session from HappyCo’s VP of Product & Growth, Patrick Mann. Discover how Tasks seamlessly integrates with your current work order platform and how to best leverage Tasks on mobile to supercharge your property operations. In addition, learn how Projects can transform your Make Ready, Transitions, and Inspection to Tasks workflows to drive team and unit performance and dramatically impact staff and resident satisfaction. The future of project management for Multifamily has arrived.

Patrick Mann has been working as a Product Owner since 2018. In his role, he has driven the direction and expansion of the HappyCo product suite.

Patrick developed an interest in creating well thought-out tech products since the start of his career, having previously founded a digital agency helping build highly engaging digital products for government and enterprise. He was the lead product lead in delivering the first digital driver’s license in the world, unifying identity and licensing within a single app. His work helped set the standard for digital licensing and digital transformation in government. During this process, he further honed his skills in rapid product iteration in heavily regulated and process driven industries.

Having experience in all areas of product development, including engineering, design, user research and strategy allows him to be adept at developing innovative products, supporting the team from a variety of angles.

Bob Keator
Bob Keator

Senior Vice President, RADCO Residential

Truly Human Leadership: Cultivating a Culture of Purpose & Appreciation

According to the Mayo Clinic, 75% of U.S. employees report disengagement from their workplace and 88% believe their company doesn’t care about their welfare, so it’s not surprising employee turnover is high. Work Institute estimates that 42 million, or one in four, employees left their jobs in 2018, equivalent to $600 billion in turnover costs, and that nearly 77% of that could be prevented by employers. But the costs reach further than financial losses — the loss in human potential is greater. In this presentation, Bob Keator will share how RADCO Residential has created a leadership culture that drives engagement, common purpose, and ultimately leads to both healthier and happier employees and better business results.

Bob Keator is Senior Vice President of RADCO Companies. He oversees RADCO’s Corporate Services Division comprised of the Marketing and Communications, Learning and Development, Human Resources and Technology departments. Bob leads his teams to align the company’s Operational vision and plan with execution strategies to grow business efficiencies and profitability. Since 1984, Bob has led Sales, Marketing and Operations efforts for established public companies, major private organizations as well as startups including IKEA and The Melting Pot Restaurants. In multifamily, Bob has held senior leadership positions with Equity Residential (EQR), Colonial Properties Trust (CLP), Lane Company (CFLane) and, just prior to RADCO, with Benson Integrated Marketing Solutions.