2014 Real Estate Investment Forum -  Click Here for Registration Page

You are cordially invited to attend the Real Estate Investment Forum to hear a panel of northwest real estate experts including fund managers, developers, market analysts, and investors discuss the current market trends and investment opportunities. Topics will include the status of the credit markets, lingering distressed opportunities, bank notes, land development and commercial and residential investment opportunities. This forum will address which asset classes present the best opportunities and how investors can best access and capitalize on these opportunities. We look forward to your attendance.
Special Case Study Presentation: A Seattle Game Changer
With removal of the viaduct and the under grounding of Alaskan Way the Waterfront and downtown Seattle will be for the first time truly connected.  One can only imagine the possibilities. As part of this revitalization the first real estate is being developed by the Pike Place Market and will connect the Market to the Waterfront. Ken Johnsen, Principal with SOJ and one of the leaders of the waterfront revitalization project and Ben Franz-Knight, Executive Director of the Pike Place Market, have graciously agreed to join us and will provide a unique opportunity to not only hear the story but gain critical insight into the future real estate opportunities that only these two thought leader can provide

Click Here for Event Overview & Sponsorship Information (PDF)
Offline Registration Form (PDF)

Thursday, April 24th 2014, 1:30 - 5:30 PM 

Robert Holmes, The Holmes Group

Panel Speakers: (Biographies Below)
Martin Stever, President, Pacific West Land
Richard Gollis, Principal, The Concord Group
Lonnie Gienger, CEO, Wilkinson Corporation
Ken Johnsen, Principal, Shiels | Obletz | Johnsen, Waterfront Redevelopment
Benjamin Franz-Knight, Executive Director, Pike Place Market


Puget Sound Confernece Room
1918 Eighth Avenue
Seattle, WA 98101

Agenda: Thursday, April 24th, 2014
1:30 - 2:00 PM     Registration and Networking
2:00 - 2:30 PM     Special Case Study Presentation
2:30 - 3:00 PM     Panel Introductions
3:00 - 3:30 PM     Moderated Panel Discussion
3:30 - 4:00 PM     Audience Q&A
4:00 - 4:30 PM     Fund Manager Updates
4:30 - 5:30 PM     Happy Hour Social

Online Registration: Click Here for Registration Page
$40 Pre-Registration
$60 At the Door, Space Available

Click Here for Event Overview & Sponsorship Information (PDF)
Offline Registration Form (PDF)


Contact or RSVP:
Nathan McDonald at Nathan@InvestmentForum.org or call 206.255.8870.


The Investment Forum is a 501 c(6) not-for-profit membership organization founded in May of 2000. with the vision of making the northwest a vibrant place to live, work and do business.  The mission of the organization has grown through the years and is now focused on producing educational events, socials and forums for the benefit of all investors, entrepreneurs and fiduciaries.  

The Investment Forum hosts world renown investment speakers such as Jim Rogers in collaboration with the regions wealth management and private banking community.

New regulations place an increasing liability burden on fiduciaries to be educated and vigilant in stewarding the assets entrusted to their care. Educational event topics focus on essential topics each investor or fiduciary must consider when making a purchase decision including asset allocation, risk management portfolio strategies, insurance, global trends, and alternative investment vehicles such as hedge funds, real estate funds and private equity partnerships.

The Investment Forum serves the wealth management and money manager community by providing a quality educational referral outlet for clients interested in reviewing alternative investment vehicles as a way of further diversifying their portfolio risk and enhancing their return as a part of an overall portfolio strategy.  Traditionally, these types of investment options are outside the scope of counsel able to be provided by licensed wealth managers.  Therefore, the key to successful investing in these areas is to be well educated, invest in vehicles which provide high quality management expertise and in partnership with other investors to spread your risk.






This website, newsletter and forum do not constitute an offer to sell or the solicitation of an offer to purchase securities. This program serves merely to provide an overview of the types of businesses and technologies developing in the Northwest. Should you develop an interest in a particular presenting company, it will be your responsibility to investigate the company, structure a proposed transaction and negotiate the terms of the agreement directly with the company. Neither the Investment Forum nor any of its sponsors, co-hosts, or any other organization, group or individual associated with the Investment Forum makes any representation as to the reliability of the information provided by the participating companies or their representatives.