Commercial Real Estate Conference - HYBRID

Tad is a native of Louisville and is a married father of three daughters. He graduated from Indiana University earning a B.S. in Finance and a B. A. in History with High Distinction in 1988. While at Indiana University, Tad was an active member of Phi Gamma Delta (Fiji) fraternity. Tad earned his law degree from the Brandeis School of Law at the University of Louisville in 1995. Before becoming a lawyer, Tad spent four years as a commercial lender managing a portfolio with over $100 million in outstanding loans in six states. After law school, Tad practiced at two firms working for the same partner, before founding Adams Law Group in July, 2000. Since 1988, Tad has been involved with complex finance transactions, commercial real estate developments, representation of start-up companies and Chapter 11 Bankruptcies, as both a lawyer and as a commercial lender. His practice includes representing real estate developers, lenders, businesses and high net worth individuals and their families. He also represents various parties in workouts and bankruptcies. Tad is a member of the Kentucky Bar Association, where he previously served as Chair of the Real Property Section. He has lectured at numerous industry engagements on topics ranging from workouts and Chapter 11 bankruptcies, to commercial real estate matters, and low-income housing tax credits. Tad is an active member of the community. He has served on the Boards of the American Heart Association, the IU Foundation- Well House Society, and the IU Alumni Club of Louisville and Southern Indiana. In his free time, Tad enjoys playing tennis and cheering on the IU Hoosiers.

Kent Cissell is President of Brightwell, which develops projects by bringing together impact investors and organizations seeking clean energy. Brightwell funds solar and geothermal projects for nonprofits, places of worship, and schools. This structure allows investors to receive tax benefits while the organizations gain lower energy costs without paying upfront. Kent also serves as President of EightTwenty, one of the largest commercial and industrial solar installers in the country. With offices in Charlestown, Indiana and Oklahoma City. Kent works with the people who make projects happen: employees, the organizations Brightwell serves, the investors who fund the work, and partners such as builders, finance firms and foundations. He spends his energy building new products and navigating changes when economic, legal or political shifts call for it.

Uric Dufrene holds the Sanders Chair in Business at IU Southeast. As the Sanders Chair in Business, he gives the annual outlook for Southern Indiana and Greater Louisville at the annual Economic Outlook Breakfast and Mid- Year Outlook programs. Professor Dufrene also speaks to various community groups and organizations across the region and provides ongoing updates through economic columns and commentary. He obtained his BS and MBA from Nicholls State University in Thibodaux, Louisiana and his Ph.D. from the University of Mississippi. Professor Dufrene began his career as an Assistant Professor of Finance in the School of Business, served as Dean of the School of Business, and Executive Vice Chancellor for Academic Affairs for IU Southeast. He teaches corporate finance and has been following the regional economy for almost 20 years. He also serves as a special assistant to the Chancellor for talent and workforce development.

Karen is a recognized expert in tax treatment of fixed assets for commercial real estate and tax incentives for energy efficient real estate, who has worked in public accounting and private industry for more than 25 years. As a CPA with a with a Masters in Taxation and an in-depth understanding of the engineering process, Karen creates unique planning strategies for a wide array of clients. She is particularly qualified to assist both internal and external accounting teams, delivering solutions throughout the real estate life cycle; seamlessly integrating fixed asset analysis and enhanced cost segregation studies with tax incentives for energy efficient building improvements to produce immediate and recurring financial benefits for clients nationwide. Karen has lectured extensively on cost segregation and related tax-planning strategies for numerous industry groups and associations including the American Institute of Certified Public Accountants (AICPA), CREW Network, and numerous state CPA societies. She continues to provide regular in-house training to accounting firms throughout the United States.

Stephen Lukinovich serves as Cherry Bekaert's Real Estate Services Team Leader and is a member of the Tax Services Department. He is also the Partner-in-Charge of the Jeffersonville office. His practice emphasis is providing tax advisory services to real estate businesses, company transition services to small- to middle-market companies, and valuation services in estate and succession planning. Stephen is an active speaker and lecturer on topics related to the real estate industry.

Patrick Nessenthaler is a real estate investment strategist and business developer with more than 16 years in the commercial real estate industry sourcing, negotiating, and executing over $4BN in complex debt and equity transactions in a wide variety of asset classes. Mr. Nessenthaler began his career in a valuation and consulting role at Integra Realty Resources conducting valuations, market studies and feasibility studies on a diversity of commercial property types including retail, industrial, office, and multifamily. He has also provided counseling services on niche and esoteric asset classes, with a primary focus on seniors housing and other healthcare- related real estate. After completing his real estate graduate studies at the Baker Program in Real Estate at Cornell University, Patrick joined The Ackman-Ziff Real Estate Group, LLC in 2012. During his tenure at the firm, he was responsible for all aspects of the underwriting process, structuring, and placement of debt, mezzanine, and joint venture and Co-GP equity opportunities for a broad range of commercial real estate assets. He also originated on an exclusive basis over $700MM in debt and equity capital mandates for healthcare real estate transactions. He was part of the deal-team that won the Real Estate Board of New York's "Most Ingenious Deal of the Year" award for the construction financing of EmblemHealth's medical office building in East New York, NY. After his time at Ackman-Ziff, Mr. Nessenthaler served as Vice President at MUFG and was selected as sixth out of 13,000 professionals at MUFG Americas to manage real estate transactions significantly impacted by the COVID-19 pandemic and require a recapitalization. Prior to founding Ness & Associates, Mr. Nessenthaler was Vice President of Finance and Head of Real Estate Capital Markets at Keystone Group, an emerging owner/operator in Indianapolis, IN. Mr. Nessenthaler holds a Bachelor's Degree in Real Estate Finance from the University of North Texas, a Master's Degree in International Real Estate Finance, a Master's Degree in Healthcare Leadership, and a Master's in Business Administration from Cornell University. Patrick is also a CFA Charterholder, CAIA Charterholder, Member of the Appraisal Institute, and a Counselor of Real Estate. Mr. Nessenthaler has been an Adjunct Professor at the University of Louisville and Rutgers University teaching Real Estate Finance & Investments, Real Estate & Alternative Investments, and Real Estate Investments to undergraduate and graduate students. He currently serves as full-time professor of Real Estate Finance at the University of Louisville and leads the initiative in building its Center for Real Estate, the first of its kind in the state of Kentucky. He also serves as an Advisory Board Member at the Kelley School of Business' Center for Real Estate Studies and does applied research at Rutgers University's Center for Real Estate. Mr. Nessenthaler has been a distinguished speaker at several CFA Society New York ("CFANY") events, and he has been organizing their signature Real Estate Outlook events since 2017. He also currently serves as Vice Chair of the Alternative Investments Group at CFANY. In his free time, Patrick enjoys spending time with his wife, Alex, three-year-old son, Beau, and four-year-old chocolate lab, Dolly.

Brittany A. Schuette, Esq., Counsel at Legal 1031 Exchange Services, LLC, is a member of the New York Bar with a practice focused on real estate and tax law since 2021. She assists clients and their advisors in navigating the complexities of forward and reverse 1031 exchanges, offering strategic guidance to help structure compliant transactions. Before joining Legal 1031, Brittany practiced at a tax law firm where she advised on tax strategies, business transactions, and tax controversy matters. She has experience with matters before the U.S. Tax Court as well as handling a range of related legal issues. Her background in financial services, combined with roles in both real estate and tax law, gives her a well-rounded perspective on transactional structuring and client support. Brittany is admitted to practice in New York, the U.S. Tax Court, and the U.S. District Courts for the Eastern, Western, Northern, and Southern Districts of New York. She earned her J.D. from Touro Law School and holds a B.S. from SUNY Farmingdale.

Bill Weyland is an architect and managing director of CITY Properties Group and has played a crucial role in transforming Louisville into a city with an accelerating downtown renaissance. His projects have included Louisville Slugger Museum & Factory, Whiskey Row Lofts, the Henry Clay, the Edge at Liberty Green and Glassworks.