ULI Houston - Annual Conversation on Capital Markets


2024-05-22T17:30:00 - 2024-05-22T19:30:00

Choose Your Calendar


    Ion 4201 Main Street Houston, TX 77002 UNITED STATES


    Pricing Members Non-Members
    Private $55.00 $75.00
    Public/Academic/Nonprofit $45.00 $60.00
    Retired $45.00 N/A
    Student $45.00 $60.00
    Under Age 35 $45.00 $60.00
    Refunds must be requested in writing no later than May 17th, 2024.
    Join ULI Houston for our Annual Capital Markets Discussion, hosted by ULI Houston’s Capital Markets Committee. A panel discussion on real estate capital markets and investments across global, U.S., and Houston markets in 2024 and beyond.
    5:30-6:15 Registration & Networking
    6:15-7:30 Programming 
    JP ConklinJP Conklin 
    Pensford & Loan Boss
    JP Conklin is the founder of two companies within the commercial real estate industry. Pensford Financial Group is an interest rate advisory firm, and LoanBoss, Inc. is a loan management software company. 
    JP started his career twenty years ago on the Wachovia trading floor, selling interest rate derivatives to commercial real estate groups. He left in 2009 to start Pensford, with the goal of leveling the playing field between the banks and the borrowers. After nearly 15 years, Pensford is an industry leading provider of hedge services to more than 800 commercial and multifamily real estate firms and executes over 1,000 hedge transactions and defeasances each year. He has a weekly newsletter read by more than 15,000 industry professionals and a podcast his wife makes him do on the same topics.
    JP launched LoanBoss in late 2019 to address the technology gap around debt tools for the same customers. LoanBoss provides a turnkey solution for document centralization, complex calculations, interest rate analysis. LoanBoss is the winner of numerous technology awards and remains the industry leading loan management tool, serving some of the largest sponsors and brokerages in the country.
    JP is an economics graduate of UNC Chapel Hill, served in the US Army’s 1/75th Ranger Battalion, and is a private pilot. He is a proud father of five and lives in Charlotte, NC.
    Acho Azuike

    Acho Azuike
    Chief Operating Officer
    DC Partners 

    Mr. Azuike is the Chief Operating Officer & Managing Director at DC Partners where he oversees all development, acquisition, and management activity. He joined DC Partners in 2009 and has helped lead product type and market area expansion by spearheading its first multifamily and hotel development in San Antonio, TX and a 6-acre mixed-use development in Houston, TX. With over 16 years of experience in the real estate industry, Azuike also leads investment activities including compliance with all EB-5 Program requirements and fundraising. He graduated from the University of Texas at Austin with a bachelor’s degree in economics and received an MBA from Rice University’s Jones Graduate School of Business. Mr. Azuike currently serves as an Adjunct Professor at University of Houston’s Bauer Graduate School of Business where he teaches real estate development.

    Rick Goings

    Rick Goings
    Senior Director
    JLL Capital Markets 
    Rick is a Senior Director in the Houston office of JLL Capital Markets, Americas, where he provides local and regional investment advisory for office and medical office properties. Since 2013, Rick has executed over $2.0 billion of transaction volume across various Texas and Louisiana markets.
    Prior to joining JLL, Rick was a financial analyst at Allied Advisors, specializing in the disposition, recapitalization and financing of office, hospitality, and retail properties. Before that, he was a senior associate with Ernst & Young’s real estate advisory services group.
    Stan Levy

    Stan Levy
    Chief Operating Officer
    The Morgan Group 

    Stan Levy serves as Chief Operating Officer of Morgan. Stan’s responsibilities include arranging debt and equity financing, managing the property disposition process, and asset management oversight for all of Morgan’s assets. Stan serves on the firm’s Executive Committee and Investment Committee. Stan has closed over $3.0 billion of transactions for Morgan.

    Stan was one of the founding executive officers of Cadence Bancorporation, where he was integrally involved in a startup that raised $1.0 billion in equity and subsequently acquired several banks and has grown to $18 billion in assets across a six-state region. Stan began his career at JPMorgan Chase & Co., where he worked for 15 years and served as Managing Director of Real Estate & Lodging Investment Banking for the Southern Region.

    Stan graduated with honors from The University of Texas with a BBA in Finance. Stan serves as a director of the Holocaust Museum Houston Foundation and previously served as a director of Hines Real Estate Investment Trust, Inc., advisory director of Cadence Bancorp LLC, and as an Executive Committee board member for The Emery/Weiner School. Stan is a past President of the Board of The Shlenker School in Houston. He is an active member of the National Multi-Housing Council. 

    Clara Winters

    Clara Winters
    Clara is a Director on the Debt Financing Team, which is responsible for formulating and executing Hines’ debt financing strategy across the Americas Region. As part of the team, Clara coordinates with internal fund and portfolio management, regional development teams and third-party investors on financing requirements throughout the lifecycle of transactions, and also serves as the primary point of contact for lenders and financial institutions.

    Clara joined Hines in 2023. Prior to joining Hines, Clara spent seven years with Wells Fargo’s Commercial Real Estate group and covered the Hines relationship for four of those years. During her time at Wells Fargo, she helped originate and manage a portfolio of loans covering all major asset classes (office, multifamily, industrial, and retail) and debt strategies (construction, term, bridge, and credit facilities). In her last three years at Wells Fargo, Clara helped close over $1Bn of new loan originations while monitoring and maintaining the health of a $1.7Bn loan portfolio.

    In addition to her responsibilities at Hines, Clara is a member of the Urban Land Institute (ULI) Houston and serves on the ULI Houston Capital Markets Committee.

    Clara has a Bachelor’s degree in Business & Enterprise Management from Wake Forest University.

    Gold - $1,000 - 4 tickets, logo recognition at event, on website and emails
    Silver - $500 - 2 tickets, text recognition at event, on website and emails.
    Ready to Partner? Please fill out our form
    Jackson Walker 
    Kimley-Horn and Associates, Inc.