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Charles Schwab Workshop

  • December 11, 2020
  • 10:00 AM
  • Webinar
  • 50

Registration


Registration is closed

The Financial Forum is presenting A Schwab Webinar at 10:00 A.M. on Dec 11th. The topic is “The Role of Real Estate in Today’s Market” The speaker will be Preston Sargent.

Preston serves as Executive Vice President, leading Bailard’s real estate investment efforts. His responsibilities include portfolio management, new investment sourcing and overseeing the evaluation, due-diligence, and closing of acquisitions and dispositions. Preston brings over 30 years of experience in the real estate investment and advisory business. Prior to joining Bailard, he was an Executive Vice President and Principal at Kennedy Associates (now Bentall Kennedy). He was a member of Kennedy’s Executive and Investment committees and Portfolio Manager for Kennedy’s $8BN Open-End Diversified Core Equity Fund. Before Kennedy, Preston was a Vice President and Regional Team Leader at GE Investments where he bought, financed, managed and sold over $2BN in assets across all property types. He has held positions in acquisitions, asset management and debt workout at Aetna Realty Investors, William Blair Realty and LaSalle Partners.

Preston is an active member of the Urban Land Institute and the National Association of Real Estate Investment Managers (NAREIM), where he has served on the Board of Directors since 2013. Over the past 20 years he has been a frequent speaker, moderator and panelist at industry conferences, a guest lecturer at graduate programs of Columbia University and the University of Washington, and a judge at University of Texas Graduate School’s annual National Real Estate Challenge. Preston holds a JD Degree from Case Western Reserve University and a BA Degree from Colorado College. He is married, has three grown children and enjoys skiing, golf, hiking and climbing.

This event is open to all members of the Financial Forum. Please sign up for this webinar by clicking on the register button. Instructions on accessing the webinar will be provided prior to the start date. For more information, please contact Joe Hoffman at 925-954-7912.

Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595

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