WHAT FORE MEMBERS ARE SAYING
" The board is very impressive for the Institute. The boards quality and aesthetic appeal have matched the high expectations and have indeed raised the bar for what is considered exemplary within the Institutes circles."
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Community | Education | Legacy
Our Board: The FORE Institute’s Board of Directors and Board of Advisors
Our Board of Directors and Advisors Shape the Institute’s Programming and Content, and Includes Prominent Families, Family Offices, Family Office Industry Experts, Industry Leaders, and Nationally Known Professors From Some Of The Leading Universities In The World.
BOARD OF DIRECTORS
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Community | Education | Legacy
DJ Van Keuren (MFO)
Chairman of the Board of Directors- Family Office Real Estate Institute
Co-Managing Member – Evergreen Property Partners
Founder of the FORE Institute and Co-Managing Member of Evergreen Property Partners – a family office real estate consortium. Top 10 Family Office Real Estate Professionals by Family Capital, Top 30 Family Office Real Estate Investors by Trusted Insight.
Worked Directly for the following family offices: Arsenault Family Office (Mile High Yogurt)
Hayman Family Office (Giorgio Perfume/Giorgio Beverly Hills/Discuss Dental), Jain Family Office (Asenya).
Kent Swig (SFO)
Swig Family Office (Fairmont Hotels / Real Estate Development)
3rd Generation family member and owner of Swig Equities, Harris Brown Stevens, Terra Holdings, Helmsley Spear, Falcon Pacific Construction/Builders, Dignity Holdings, Vendmost, Fulcrum Equities (Swig Family Office) , the Swig Company
Robert Hayman (SFO)
Hayman Family Office (Giorgio Perfume/Giorgio Beverly Hills/Discuss Dental)
2nd Generation family member and own-right patriarch after selling his company, Discuss Dental to Phillips in 2012 which was best known for Bright Smile.
Currently CEO of Hayman Properties and Parametrics.
Kirby Rosplock (SFO)
Babcock Lumber Co (1887)
4th Generation family member and founder of Tamarind Partners, Inc., a leading family office consultancy firm.
Ethan Penner
Principal - Mosaic Capital
Ethan Penner is a founder of Mosaic and its Managing Partner. He is a recognized pioneer in the fields of real estate and finance with a 30-year career marked by filling voids and responding to unseen or poorly understood opportunities. Most consequently, he is credited with being the primary driver in the creation of the Commercial Mortgage-Backed Securities market for which he received broad recognition including being named one of the U.S. Real Estate Industry’s 100 icons of the 20th century. In 2011, Real Estate Forum voted him one of the Real Estate Industry’s 65 living legends in their 65th anniversary issue in 2008, Penner founded and served as President of CBRE Capital Partners, a real estate debt investment platform which successfully raised and managed over $600 million from institutional and high net worth investors. CBRE Capital Partners exited all of its investments in 2014 and the beginning of 2015.
Mike Finan (MFO)
BMO Family Office
Managing Director of the BMO Family Office which serves over 300 family client relationships. Firm has over $20 billion in assets under management or advisement and is a Division of the Bank of Montreal.
Tom Handler (Advisor)
Handler Law, LLP
Partner-Chair, Advanced Planning & Family Office Practice Group for Handler Thayer. Firm has represented over 300 family offices of which over 100 have over $1B in AUM. In addition to 200+ major entertainers, celebrities and professional athletes.
Carol Pepper (Advisor)
Pepper International
External CIO to wealth families and Single Family Offices. Oversees over $5B in assets. Her families are from the U.S., Europe, Latin America, the Middle East and Asia.
Tom Orradre (SFO)
Orradre Family Office (agriculture and Ranching 1800’s)
4th generational family member. Currently CEO of RanchHarbor a real estate investment firm
Brendan Boyle (SFO)
South Haven Investments – (well known US Beer Family)
CIO of Haven Investments, an SFO for a 3rd generation family.
Sal Lupoli, Patriarch (SFO)
Lupoli Companies
Turning a passion into a successful business is a dream for many. But for CEO Salvatore Lupoli, it’s a reality fueled by his zeal to share good fortune with others. Sal’s approach to team building and his ability to foster collaboration among his employees, is critical to maintaining high performance throughout his organization. For Sal, it’s about getting the right balance between listening and leading. Sal’s genuine spirit and authenticity have become important assets in both our Hospitality and Real Estate Divisions. Sal is focused on achieving exceptional results in local communities with a focus on small business initiatives, economic development, community revitalization and job creation. For nearly 27 years Sal has had a monumental impact on the Merrimack Valley region and Massachusetts Gateway Cities.
Joe Williams
Founder of Keller/Williams
Although he is best known as the Co-Founder of Keller Williams Realty, Joe Williams was licensed at 19 and sold homes through college. Joe received his BBA in 1976 from the University of Texas in Real Estate, which at the time was a new degree program. He has over 43 years experience working with the local community and Realtors. Joe, along with his team, has extensive experience in Residential & Commercial Brokerage, as well as Building & Residential Development.
Greg Guido (MFO)
Evergreen Property Partners
Greg is a Co-Managing Member and Co-Founder of Evergreen Property Partners, a family office consortium focused on building and preserving family legacies and generational wealth through real estate investments. Previously, he was a co-managing member at Stonemar Partners, a vertically integrated real estate investment and management company where he structured joint ventures with institutional investment management firms such as Apollo Global Management and American Realty Advisors. Greg also served on the board of a large, diversified public company, Whiterock Real Estate Investment Trust, that was listed on the Toronto Stock Exchange. He has acquired, managed, and advised on more than $11B of real property in the United States and Canada during his 27-year+ career. Greg earned a B.A. in Economics from Middlebury College and an M.B.A. from Harvard Business School.
Geoff Dohrmann
Institutional Real Estate Inc.
Executive Chairman, CEO & Editor-in-Chief of Institutional Real Estate Inc an organization which includes Institutional Real Estate Americas, Institutional Real Estate Europe, Institutional Real Estate Asia Pacific, FundTracker, Institutional Investing in Infrastructure, Real Assets Adviser and Institutional Real Estate Newsline.
Jason Kavanaugh
American Alternative Capital
Jason has been a connector to family offices, accredited investors, broker/dealers, RIAs, and product sponsors for the last 25 years. He focuses on raising capital by disrupting traditional distribution models in various industries for business to consumer (B2C) and business to business (B2B) with the goal to generate exponential results. INC 500 has celebrated those results over three (3) separate years as well as the INC 5000 for an additional three (3) separate years – six (6) years with two (2) separate companies.
Jason engages with industries that range from financial services to commercial real estate (1031 DST) to fintech platforms (Metaverse and Web 3.0 applications, financial services, payment merchant processing, and learning management systems).
Joe Hess
C-9 Advisors
Trusted advisor and allocator for Family Offices, serving as a Principal Investor and Advisor to Commercial Real Estate Sponsors and Technology firms specializing in Energy, AI, Machine Learning, and Social sectors. Joe has funded and invested in CRE and Tech firms across the US, including locations such as Waikiki, California, Montana, Colorado, Texas, Florida, and more. With an extensive network of highly successful individuals, families, and educational institutions / organizations, Joe creates synergies and aligns the interests of all parties involved.
BOARD OF ADVISORS
Andrew Pitcairn (SFO)
Pitcairn Family Office (Pittsburgh Plate Glass Company 1883)
4th Generation family member and Family Office Chair and Director of the Pitcairn Family Office, a multifamily office representing over 200 families.
Peter Linneman, PhD
Wharton School of Business
Professor Emeritus at the Wharton School of Business. Past advisor to Sam Zell and Founding Chairman of the Real Estate Department and Director of the prestigious Zell-Lurie Real Estate Center. Current principal of the Linneman Associates.
Barry Didato (Advisor)
James Cameron (Movie Producer) Saudi Royal Family & Large Middle Eastern Family
Family Office Advisor and current CEO for Eat Well Investment Group
Rick Peiser, Ph.D
Harvard Graduate School of Design
Currently the Michael D. Spear Professor of Real Estate Development at the Harvard Graduate School of Design. Past Director of the university-wide Harvard Real Estate Academic Initiative
, was previously on the faculty at the University of Southern California (USC) as associate professor of urban planning and development, and past Director of the Lusk Center for Real Estate Development
Brad Werner, CPA, MBA
Wipfli, LLP
Brad Werner is a Partner and the leader of Wipfli’s construction and real estate practice and an audit partner whose primary focus is on attest and accounting services.
Ken Drummond (SFO)
Tudor Family Office
Prior CFO for Paul Tudor Jones, an American billionaire hedge fund manager, and for the Johnson & Johnson Family for 10 years.
Andy Oshay
Oshay Family Office (Huntington Hardware 1958)
4th generational family member. Currently CEO and Founder of Alphine Hill Capital
David Luo (SFO)
Cherng Family Office (Panda Express)
Executive Director of Real Estate Development for the Cherng Family Office, founders of Panda Express.
Joe Pagliari Jr., Ph.D
Chicago Booth School of Business
Dr. Joe Pagliari is a professor of real estate at the Chicago Booth School of Business. He is also a board member of the Real Estate Research Institute (RERI) and a former board member of the Real Estate Information Standards (REIS). He is also a member of numerous academic and professional associations including the American Real Estate Society (ARES), the American Real Estate and Urban Economics Association (AREUEA), the Homer Hoyt Institute (where he is a Hoyt Fellow), the National Association of Real Estate Trusts (NAREIT), the National Council of Real Estate Investment Fiduciaries (NCREIF), the Pension Real Estate Association (PREA) and the Urban Land Institute (ULI).
Frank Apeseche
Harvard Graduate School of Design / Dartmouth / Tufts
Lecturer in Urban Planning and Design at the Harvard Graduate School of Design, Dartmouth and Tufts. In addition sits on the board of a Denver based Family Office.
Jeffrey D. Fisher, Ph.D
Indiana University Kelly School of Business
Dr. Jeffrey Fisher is a professor emeritus of real estate at the Indiana University Kelly School of Business. He is the Founder of the Center for Real Estate Studies at the Indiana University Kelly School of Business, Director of the Charles H. and Barbara F. Dunn Professor of Real Estate at the Indiana University Kelley School of Business. Faculty and board of directors of the Weimer School of Advanced Studies in Real Estate and Land Economics, Homer Hoyt Advanced Studies Institute. He received PREA/Graaskamp Award for Research Excellence from the Pension Real Estate Association, The Richard Ratcliff award from the American Real Estate Society for impact on the real estate profession, the George Bloom Award from the American Real Estate and Urban Economics Association for “Outstanding Contributions to the field of Real Estate.
Jacques Gordan
MIT Center for Real Estate
Jacques Gordon (MIT ’87) joined the MIT Center for Real Estate (CRE) as the first “Executive-in-Residence.” He was appointed as a Lecturer at the Center on January 1, 2023. As a Lecturer, Jacques will teach a course entitled, “Real Estate Portfolio Management: Principles and Practice” in its MSRED program, and advise master’s students on their thesis research.Jacques was a Global Strategist for LaSalle Investment Management, a global real estate investment manager with $82 billion in assets under management. LaSalle is an affiliate of the global real estate services firm, JLL, and had been a Center Partner for over 20 years. At LaSalle, Jacques had been responsible for the macro strategy and micro research used to guide investment decisions in 30 countries.He announced his retirement from LaSalle and will continue to serve on the Boards of the JLL Income Property Trust, The Real Estate Research Institute, and The Institute for Urban Research at the University of Pennsylvania. He currently co-chairs the Social Impact committee at PREA and serves as a founding member of LaSalle’s Climate Risk Task Force.
Jacques received the “Graaskamp Award” from the Pension Real Estate Association (PREA) for his contributions to real estate research and education. He originated the Jones Lang LaSalle Global Transparency Index in 1999, which has become the world standard for understanding international real estate.
The Family Office Real Estate Institute (“FORE”) or )the “FORE Institute”) is not affiliated in any way with the University of Denver. Nor are any FORE Institute programs or classes affiliated with the University of Denver. The FORE Institute only uses it facilities for its classes, programs, and events. The University of Denver are the various schools within the University do not sponsor or endorse the FORE Institute, any of its information, products, classes, events, or comments. The FORE Institute declares no affiliation, sponsorship, or partnership with the University of Denver. The FORE Institute stands independently as a for-profit business.
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