Joan Solotar is the Global Head of Private Wealth Solutions. She serves on the firm’s Management Committee. Blackstone’s Private Wealth Solutions’ mission is to bring institutional quality products across a broad spectrum of alternative asset classes to high-net-worth clients and their advisors. Ms. Solotar also serves on the board of directors of First Eagle Investment Management.

Before joining Blackstone in 2007, Ms. Solotar was Head of Equity Research at Bank of America Securities and a highly ranked Institutional Investor All-Star financial services analyst at Credit Suisse and Donaldson, Lufkin & Jenrette.

Links:

Joan on LinkedIn - https://www.linkedin.com/in/joan-solotar/

Blackstone - https://www.blackstone.com/

Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/

Juniper Square - https://www.junipersquare.com/

Topics:

(00:00:00) - Intro

(00:04:31) - Inside Joan’s office

(00:05:52) - Joan’s background and career

(00:19:47) - What does Blackstone look like today?

(00:20:42) - How would you describe Private Wealth today?

(00:23:13) - What is important to advisors and their clients?

(00:25:46) - How do you think about scaling?

(00:27:32) - What makes a great member of the Sales or Advisory team at Blackstone?

(00:29:22) - Blackstone’s Private Wealth product suite

(00:35:49) - What challenges are you facing in this market?

(00:38:36) - Blackstone’s approach to social media

(00:41:15) - Leadership philosophies

(00:44:45) - Closing advice

Darren Fisk is a multifamily expert with 20+ years of experience in real estate and finance. He established Forum in 2007 with a focus on multifamily development and acquisition investments and has since expanded the firm’s capabilities to include real estate debt and structured finance solutions for multifamily owners, operators, and developers across the U.S. In 2020, the firm rebranded as Forum Investment Group to reflect its fully integrated multifamily investment platform and today has evolved into an innovative asset management firm that provides access and expertise to multifamily investments up and down the capital stack and throughout economic cycles.

Darren is a graduate of the University of Colorado – Boulder, where he played football and received a Bachelor of Science in finance. He serves on the advisory board of ACE Scholarships and started the Fisk 5 Foundation with his wife, Blake, to shine a light on the significance of family in the development of tomorrow’s leaders.

Links:

Forum Investment Group - https://forumig.com/

Darren on LinkedIn - https://www.linkedin.com/in/dfiskforumre/

Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/

Juniper Square - https://www.junipersquare.com/

Topics:

(00:00:00) - Intro

(00:01:46) - Darren’s background and career in real estate and the NFL

(00:15:46) - How did you decide to go into entrepreneurship?

(00:23:29) - What did day one at Forum look like?

(00:33:11) - What does Forum look like today?

(00:38:40) - What is the composition of investors in Forum?

(00:42:07) - What works when targeting wealth advisors?

(00:48:46) - How is multifamily perceived in this market?

Larry P. Heard is chief executive officer of the Transwestern family of companies, which together comprise a diversified real estate operating, investment management and development organization. The privately held, fully integrated enterprise leverages competencies in office, industrial, retail, multifamily, healthcare, life sciences, sports and entertainment to add value for investors, owners and occupiers of real estate.

Links:

Transwestern - https://transwestern.com/

Larry on LinkedIn - https://www.linkedin.com/in/larry-p-heard/

Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/

Juniper Square - https://www.junipersquare.com/

Topics:

(00:00:00) - Intro

(00:01:13) - Larry’s career and background

(00:11:33) - The evolution of Transwestern

(00:18:42) - Where is Transwestern focusing its energy regarding development?

(00:21:37) - What sectors are you most engaged in on the services side?

(00:24:00) - What has surprised you about the services business?

(00:26:13) - What does the investment side of the business look like?

(00:33:02) - Leadership philosophies

(00:39:13) - How does this current cycle compare to past ones?

(00:45:26) - Where are you putting your energy at this stage of the market?

(00:52:47) - Giving back to the community

(00:56:31) - Career advice