Speakers

Brad Berning
VP - Strategic Affairs & Investor Relations
Zillow
Mortgage and Real Estate Services Panel
VP - Strategic Affairs & Investor Relations
Zillow
Mortgage and Real Estate Services Panel

Bill Boor
President & CEO
Cavco Industries
Homebuilding Panel
Matt joined New Home Co. as President and Chief Executive Officer in September 2021. In his position, Matt oversees the operations of NEW HOME both at the corporate level, and at its divisions located throughout the western United States. He is responsible for creating and implementing the strategic direction of the company, land acquisition and overall management of homebuilding operations. Prior to leading NEW HOME, Matt held several executive positions at William Lyon Homes. He was promoted to the position of President and Chief Executive Officer in March of 2016, and then in August of 2016, he was appointed by the Board of Directors of the Company to serve as a member of the Board and served in that capacity until William Lyon Homes was acquired in 2020.
Matt has extensive capital markets and M&A experience including the acquisition of five private homebuilding platforms and the sale of William Lyon Homes to Taylor Morrison Home Corporation in February of 2020 creating the nation’s fifth largest homebuilder. Most recently Matt served as an advisor to Apollo Global Management in its acquisition of The New Home Company. Matt currently serves on the Board of Trustees for American Homes 4 Rent (NYSE: AMH) a leading Single Family Rental REIT, where he serves as a member of the Audit Committee and Human Capital and Compensation Committee.
He previously served as a member of the Executive Committee for the University of Southern California’s Lusk Center for Real Estate. Matt holds a B.S. in Management from Rensselaer Polytechnic Institute in Troy, New York.
President & CEO
Cavco Industries
Homebuilding Panel
Matt joined New Home Co. as President and Chief Executive Officer in September 2021. In his position, Matt oversees the operations of NEW HOME both at the corporate level, and at its divisions located throughout the western United States. He is responsible for creating and implementing the strategic direction of the company, land acquisition and overall management of homebuilding operations. Prior to leading NEW HOME, Matt held several executive positions at William Lyon Homes. He was promoted to the position of President and Chief Executive Officer in March of 2016, and then in August of 2016, he was appointed by the Board of Directors of the Company to serve as a member of the Board and served in that capacity until William Lyon Homes was acquired in 2020.
Matt has extensive capital markets and M&A experience including the acquisition of five private homebuilding platforms and the sale of William Lyon Homes to Taylor Morrison Home Corporation in February of 2020 creating the nation’s fifth largest homebuilder. Most recently Matt served as an advisor to Apollo Global Management in its acquisition of The New Home Company. Matt currently serves on the Board of Trustees for American Homes 4 Rent (NYSE: AMH) a leading Single Family Rental REIT, where he serves as a member of the Audit Committee and Human Capital and Compensation Committee.
He previously served as a member of the Executive Committee for the University of Southern California’s Lusk Center for Real Estate. Matt holds a B.S. in Management from Rensselaer Polytechnic Institute in Troy, New York.

Bill Boor
President & CEO
Cavco Industries
M&A and Capital Markets Deal Activity
President & CEO
Cavco Industries
M&A and Capital Markets Deal Activity

Sean DeJulia
Chief Innovation Officer
loanDepot
Mortgage and Real Estate Services Panel
As chief innovation officer, Sean DeJulia drives innovation throughout the loan manufacturing process across all of loanDepot’s production channels. In this role, Sean leads cross-functional initiatives aimed at accelerating automation, improving system reliability, and integrating cutting-edge capabilities across loanDepot’s proprietary platforms.
Sean is a seasoned mortgage technology innovator who began his career with Empower (now Dark Matter Technologies), where he developed enterprise software solutions and deepened his expertise in financial services technology. He then joined loanDepot and spent a decade in progressively senior roles, including lead developer, senior software architect, and director of applications architecture. He was instrumental in developing loanDepot’s groundbreaking and proprietary mello® platform and played a key role in scaling the company during its first decade of growth.
Following his initial tenure at loanDepot, Sean founded Lodasoft, a business process automation platform that works with top mortgage lenders to streamline manufacturing workflows, improve operational efficiency, and reduce both cost and risk for its clients. He also worked as a mortgage originator, gaining invaluable insights into loan origination and processing challenges, as well as the customer experience, all of which inform his development of intuitive, compliant, and scalable solutions.
Sean earned a Bachelor of Science in Computer Information Systems from Robert Morris University.
Chief Innovation Officer
loanDepot
Mortgage and Real Estate Services Panel
As chief innovation officer, Sean DeJulia drives innovation throughout the loan manufacturing process across all of loanDepot’s production channels. In this role, Sean leads cross-functional initiatives aimed at accelerating automation, improving system reliability, and integrating cutting-edge capabilities across loanDepot’s proprietary platforms.
Sean is a seasoned mortgage technology innovator who began his career with Empower (now Dark Matter Technologies), where he developed enterprise software solutions and deepened his expertise in financial services technology. He then joined loanDepot and spent a decade in progressively senior roles, including lead developer, senior software architect, and director of applications architecture. He was instrumental in developing loanDepot’s groundbreaking and proprietary mello® platform and played a key role in scaling the company during its first decade of growth.
Following his initial tenure at loanDepot, Sean founded Lodasoft, a business process automation platform that works with top mortgage lenders to streamline manufacturing workflows, improve operational efficiency, and reduce both cost and risk for its clients. He also worked as a mortgage originator, gaining invaluable insights into loan origination and processing challenges, as well as the customer experience, all of which inform his development of intuitive, compliant, and scalable solutions.
Sean earned a Bachelor of Science in Computer Information Systems from Robert Morris University.

Scott Eisen
CEO & President
Invitation Homes
M&A and Capital Markets Deal Activity
Darren L. Richman is the Chief Executive Officer and President of Millrose. Mr. Richman co-founded Kennedy Lewis with David Kennedy Chene in 2017, and is Co-Managing Partner of the firm. Mr. Richman was formerly a Senior Managing Director with The Blackstone Group from 2006 to 2016 where he focused on special situation and opportunistic investments, and he sat on the Investment Committee for GSO Capital Partners LP’s opportunistic credit funds and special situation funds. Before joining GSO Capital Partners, Mr. Richman worked at DiMaio Ahmad Capital, where he was a Founding Member and the Co-Head of its Investment Research Team, from 2003 to 2006. Prior to joining DiMaio Ahmad Capital LLC, Mr. Richman was a Vice President and Senior Special Situations Analyst at Goldman Sachs & Co, from 1999 to 2003. Mr. Richman began his career with Deloitte & Touche LLP, ultimately serving as a Manager in the firm’s Mergers and Acquisitions Services Group, from 1994 to 1999. He was formerly a Certified Public Accountant and a Member of the American Institute of Certified Public Accountants. Mr. Richman currently serves on the board of directors of Outward Bound USA and The Eastman Kodak Company. He is a member of the Economic Club of New York and formerly served on its strategic planning committee.
CEO & President
Invitation Homes
M&A and Capital Markets Deal Activity
Darren L. Richman is the Chief Executive Officer and President of Millrose. Mr. Richman co-founded Kennedy Lewis with David Kennedy Chene in 2017, and is Co-Managing Partner of the firm. Mr. Richman was formerly a Senior Managing Director with The Blackstone Group from 2006 to 2016 where he focused on special situation and opportunistic investments, and he sat on the Investment Committee for GSO Capital Partners LP’s opportunistic credit funds and special situation funds. Before joining GSO Capital Partners, Mr. Richman worked at DiMaio Ahmad Capital, where he was a Founding Member and the Co-Head of its Investment Research Team, from 2003 to 2006. Prior to joining DiMaio Ahmad Capital LLC, Mr. Richman was a Vice President and Senior Special Situations Analyst at Goldman Sachs & Co, from 1999 to 2003. Mr. Richman began his career with Deloitte & Touche LLP, ultimately serving as a Manager in the firm’s Mergers and Acquisitions Services Group, from 1994 to 1999. He was formerly a Certified Public Accountant and a Member of the American Institute of Certified Public Accountants. Mr. Richman currently serves on the board of directors of Outward Bound USA and The Eastman Kodak Company. He is a member of the Economic Club of New York and formerly served on its strategic planning committee.

Dave Feldman
Managing Principal
Progress Residential
Single-Family Rental Panel
Sudha Reddy has over 20 years of real estate and general finance experience, from investment banking to principal-level real estate ownership and management. Sudha oversees all aspects of the firm investments and operations.
Sudha founded Haven in 2010 and has overseen its growth from a local SFR operator to a national real estate investment firm focused on the US residential sector with investments in the single-family rental, multifamily, and manufactured housing sectors. Sudha has been instrumental in attracting capital to Haven’s platform from a broad array of investor groups including high-net-worth individuals, family offices, and institutions. Notable investors include JP Morgan Asset Management, Apollo Global Management, Carlyle, Walton Street Capital, Centersquare Investment Management, amongst others. Haven currently has over $1 billion in housing assets in different phases of development, vertical construction, leasing, and long-term ownership.
Sudha began his career as an Equity Research Associate at CIBC World Markets and transitioned to a role at Goldman Sachs Private Wealth Management, working on a team that actively managed over $9 billion for high-net-worth families, foundations, and institutions.
Sudha holds an MBA from the Marshall School of Business at USC, a Masters in Real Estate Development (MRED) from the School of Policy, Planning and Development at USC and a BA in Psychology from Yale University.
Managing Principal
Progress Residential
Single-Family Rental Panel
Sudha Reddy has over 20 years of real estate and general finance experience, from investment banking to principal-level real estate ownership and management. Sudha oversees all aspects of the firm investments and operations.
Sudha founded Haven in 2010 and has overseen its growth from a local SFR operator to a national real estate investment firm focused on the US residential sector with investments in the single-family rental, multifamily, and manufactured housing sectors. Sudha has been instrumental in attracting capital to Haven’s platform from a broad array of investor groups including high-net-worth individuals, family offices, and institutions. Notable investors include JP Morgan Asset Management, Apollo Global Management, Carlyle, Walton Street Capital, Centersquare Investment Management, amongst others. Haven currently has over $1 billion in housing assets in different phases of development, vertical construction, leasing, and long-term ownership.
Sudha began his career as an Equity Research Associate at CIBC World Markets and transitioned to a role at Goldman Sachs Private Wealth Management, working on a team that actively managed over $9 billion for high-net-worth families, foundations, and institutions.
Sudha holds an MBA from the Marshall School of Business at USC, a Masters in Real Estate Development (MRED) from the School of Policy, Planning and Development at USC and a BA in Psychology from Yale University.

Dave Feldman
Co-President
Pretium
Single-Family Rental Panel
Dave Feldman is the Co-President at Progress Residential, where he leads the company's growth and strategic initiatives and helped scale the Firm's single-family rental platform. Prior to joining Progress in 2014, Dave was Head of Real Estate for Haven Realty Capital, a joint-venture partner of Apollo Global Management. Prior to Haven, Dave spent nearly 10 years in an executive management position with Marcus & Millichap. Dave received a Bachelor's from the University of Southern California's Marshall School of Business and Lloyd Grief Center for Entrepreneurial Studies.
Co-President
Pretium
Single-Family Rental Panel
Dave Feldman is the Co-President at Progress Residential, where he leads the company's growth and strategic initiatives and helped scale the Firm's single-family rental platform. Prior to joining Progress in 2014, Dave was Head of Real Estate for Haven Realty Capital, a joint-venture partner of Apollo Global Management. Prior to Haven, Dave spent nearly 10 years in an executive management position with Marcus & Millichap. Dave received a Bachelor's from the University of Southern California's Marshall School of Business and Lloyd Grief Center for Entrepreneurial Studies.

Adrian Foley
President & CEO
Brookfield Residential
Homebuilding Panel
Adrian Foley is a Managing Partner in Brookfield’s Real Estate Group, as well as President and Chief Executive Officer of Brookfield Residential. He is responsible for the management and strategic direction of the Land & Housing and Development business lines in North America.
Mr. Foley has held several roles across the organization since joining Brookfield Homes in 1996. He has served on the executive team for Brookfield Residential, Brookfield’s flagship residential property company, since 2011.
Mr. Foley holds a Bachelor of Science degree from the University of Greenwich.
President & CEO
Brookfield Residential
Homebuilding Panel
Adrian Foley is a Managing Partner in Brookfield’s Real Estate Group, as well as President and Chief Executive Officer of Brookfield Residential. He is responsible for the management and strategic direction of the Land & Housing and Development business lines in North America.
Mr. Foley has held several roles across the organization since joining Brookfield Homes in 1996. He has served on the executive team for Brookfield Residential, Brookfield’s flagship residential property company, since 2011.
Mr. Foley holds a Bachelor of Science degree from the University of Greenwich.

Jonathan Gertman
SVP of Development
NRP Group
Multifamily Rental Panel
SVP of Development
NRP Group
Multifamily Rental Panel

Tom Gilbane
Managing Member and Co-President
Rockpoint
Walker Webcast
Tom Gilbane serves as Managing Member and Co-President of Rockpoint, overseeing Rockpoint’s investment and asset management activities in the eastern United States. Mr. Gilbane is also involved in all aspects of Rockpoint’s investment, operational, and fundraising activities. Mr. Gilbane is based in Rockpoint’s Boston office. Prior to Rockpoint, Mr. Gilbane was involved in WREP’s eastern United States and European investment and asset management activities. Prior to joining WREP in 1999, Mr. Gilbane worked at Merrill Lynch in the Real Estate Investment Banking Group for two years. Mr. Gilbane received a B.S. in Engineering from Brown University.
Managing Member and Co-President
Rockpoint
Walker Webcast
Tom Gilbane serves as Managing Member and Co-President of Rockpoint, overseeing Rockpoint’s investment and asset management activities in the eastern United States. Mr. Gilbane is also involved in all aspects of Rockpoint’s investment, operational, and fundraising activities. Mr. Gilbane is based in Rockpoint’s Boston office. Prior to Rockpoint, Mr. Gilbane was involved in WREP’s eastern United States and European investment and asset management activities. Prior to joining WREP in 1999, Mr. Gilbane worked at Merrill Lynch in the Real Estate Investment Banking Group for two years. Mr. Gilbane received a B.S. in Engineering from Brown University.

Peter Jackson
CEO
Builders FirstSource
Building Products Panel
Tim Yaggi is the CEO of Pella Corporation and a member of Pella’s Board of Directors.
Prior to joining Pella in 2016, Tim served as Chief Operating Officer and Interim CEO of Tempur Sealy International, Inc. from February 2013 to March 2016. From 2008 to 2012, Tim served as Group President of the North America Builder Group at Masco Corporation where he oversaw a portfolio of seven independent companies with 15,000 employees. From 1994 to 2008, Tim was employed at Whirlpool Corporation, most recently as Executive Vice President, North America. Tim was also employed by Norelco (Philips) from 1988 to 1993.
Tim received his degree in psychology from Princeton University and an M.B.A. degree with emphasis in marketing from Michigan State University.
He is on the Board of Directors of Serta Simmons Bedding and serves on the Board and Executive Committee of the National Association of Manufacturers (NAM). Additionally, he is on the policy advisory board of the Harvard Joint Center for Housing Studies and is a member of the Iowa Business Council.
CEO
Builders FirstSource
Building Products Panel
Tim Yaggi is the CEO of Pella Corporation and a member of Pella’s Board of Directors.
Prior to joining Pella in 2016, Tim served as Chief Operating Officer and Interim CEO of Tempur Sealy International, Inc. from February 2013 to March 2016. From 2008 to 2012, Tim served as Group President of the North America Builder Group at Masco Corporation where he oversaw a portfolio of seven independent companies with 15,000 employees. From 1994 to 2008, Tim was employed at Whirlpool Corporation, most recently as Executive Vice President, North America. Tim was also employed by Norelco (Philips) from 1988 to 1993.
Tim received his degree in psychology from Princeton University and an M.B.A. degree with emphasis in marketing from Michigan State University.
He is on the Board of Directors of Serta Simmons Bedding and serves on the Board and Executive Committee of the National Association of Manufacturers (NAM). Additionally, he is on the policy advisory board of the Harvard Joint Center for Housing Studies and is a member of the Iowa Business Council.

Jordan Kabanni
Managing Director - Investment Strategy & Research
Greystar
Multifamily Rental Panel
Jordan Kabbani is a Managing Director and leads Greystar’s US Investment Research & Strategy efforts. He is responsible for the formulation, capitalization, and deployment of the company’s US investment strategies, pursuit of enterprise strategic opportunities, and data strategy. He also provides ongoing macro research, including monitoring markets and investment performance across asset classes in the US.
Prior to joining Greystar in 2019, Jordan worked in the mergers and acquisitions division of Citigroup’s Investment Bank. Jordan began his career in real estate consulting, concentrating on engagements focused on urban infill development, land use planning, and affordable housing.
Jordan holds a bachelor’s degree in economics from Tulane University and a Master of Business Administration from the Ross School of Business at the University of Michigan.
Managing Director - Investment Strategy & Research
Greystar
Multifamily Rental Panel
Jordan Kabbani is a Managing Director and leads Greystar’s US Investment Research & Strategy efforts. He is responsible for the formulation, capitalization, and deployment of the company’s US investment strategies, pursuit of enterprise strategic opportunities, and data strategy. He also provides ongoing macro research, including monitoring markets and investment performance across asset classes in the US.
Prior to joining Greystar in 2019, Jordan worked in the mergers and acquisitions division of Citigroup’s Investment Bank. Jordan began his career in real estate consulting, concentrating on engagements focused on urban infill development, land use planning, and affordable housing.
Jordan holds a bachelor’s degree in economics from Tulane University and a Master of Business Administration from the Ross School of Business at the University of Michigan.

Swarup Katuri
Managing Director
Brookfield Asset Management
Multifamily Rental Panel
Swarup Katuri is a Managing Partner in Brookfield’s Real Estate Group, responsible for business development and investment activities in the multifamily sector, and portfolio management of Brookfield’s investment in Forest City.
Prior to joining Brookfield in 2015, Mr. Katuri worked at Associated Estates Realty Corp (AEC), where he was a member of the senior management team that led the sale of AEC to Brookfield.
Mr. Katuri holds a Master of Business Administration degree from the Fuqua School of Business at Duke University, where he graduated as a Fuqua Scholar, and Bachelor of Arts and Bachelor of Science degrees from Case Western Reserve University.
Managing Director
Brookfield Asset Management
Multifamily Rental Panel
Swarup Katuri is a Managing Partner in Brookfield’s Real Estate Group, responsible for business development and investment activities in the multifamily sector, and portfolio management of Brookfield’s investment in Forest City.
Prior to joining Brookfield in 2015, Mr. Katuri worked at Associated Estates Realty Corp (AEC), where he was a member of the senior management team that led the sale of AEC to Brookfield.
Mr. Katuri holds a Master of Business Administration degree from the Fuqua School of Business at Duke University, where he graduated as a Fuqua Scholar, and Bachelor of Arts and Bachelor of Science degrees from Case Western Reserve University.

Jim Kirkpatrick
Chair, President & CEO
Shaw Industries
Building Products Panel
Heidi G. Petz is Chair, President and Chief Executive Officer of The Sherwin-Williams Company, a $23.10 billion global leader in the paint and coatings industry. She has served as Chief Executive Officer since January 2024 and President since March 2022.
Ms. Petz joined Sherwin-Williams with the acquisition of The Valspar Corporation in 2017. Since joining the Company, she has held positions of increasing responsibility including President of the Consumer Brands Group, President of The Americas Group and, most recently, President and Chief Operating Officer. Prior to joining Sherwin-Williams and Valspar, Ms. Petz held various leadership roles with Newell Rubbermaid, Target Corporation and PricewaterhouseCoopers.
Ms. Petz is a director of Ulta Beauty, Inc. and serves on the Board of Directors of the University Hospitals Health System. She is also a member of the Policy Advisory Board of the Joint Center for Housing Studies of Harvard University.
Ms. Petz holds a bachelor’s degree in Business and Leadership from the University of Richmond, and a master’s of Business Administration from Loyola University Maryland.
Chair, President & CEO
Shaw Industries
Building Products Panel
Heidi G. Petz is Chair, President and Chief Executive Officer of The Sherwin-Williams Company, a $23.10 billion global leader in the paint and coatings industry. She has served as Chief Executive Officer since January 2024 and President since March 2022.
Ms. Petz joined Sherwin-Williams with the acquisition of The Valspar Corporation in 2017. Since joining the Company, she has held positions of increasing responsibility including President of the Consumer Brands Group, President of The Americas Group and, most recently, President and Chief Operating Officer. Prior to joining Sherwin-Williams and Valspar, Ms. Petz held various leadership roles with Newell Rubbermaid, Target Corporation and PricewaterhouseCoopers.
Ms. Petz is a director of Ulta Beauty, Inc. and serves on the Board of Directors of the University Hospitals Health System. She is also a member of the Policy Advisory Board of the Joint Center for Housing Studies of Harvard University.
Ms. Petz holds a bachelor’s degree in Business and Leadership from the University of Richmond, and a master’s of Business Administration from Loyola University Maryland.

Keith Koenig
Partner and Head of Policy Research
City Furniture
Trump, Tariffs & Taxes: A Pathway To Cut Through The Uncertainty
Daniel Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity, Mr. Clifton evaluates the financial market implications of policy and political developments. This includes analyzing tax, trade, infrastructure, healthcare, energy, defense and other policy initiatives to determine how public policy changes impact the economy and financial markets for institutional investors.
Daniel leads Strategas’ Washington policy research team, which is the #1 ranked Washington policy team on Wall Street, according to Institutional Investor (II). Dan and his team have been ranked as one of the top Washington policy teams in each of the past 16 years. Mr. Clifton is also a top ranked analyst in the category of Accounting and Tax Policy according to the same II report.
Mr. Clifton’s research on the interaction between policy, elections, and financial markets is widely cited in the media and Daniel is a frequent guest on CNBC, Bloomberg, and Fox Business.
Prior to joining Strategas, Mr. Clifton was Executive Director of the American Shareholders Association (ASA), a non-partisan, non-profit organization which analyzes public policy affecting shareholders. Daniel also worked on tax policy issues prior to the ASA and has been involved in every major tax policy change over the past twenty years. Prior to moving to Washington, Mr. Clifton served as a senior staff member in two gubernatorial administrations working on economic and fiscal policy issues.
Mr. Clifton received both his BA in Urban Planning and his MS in Public Policy from Rutgers University where he was a Fellow at the Eagleton Institute of Politics and a Harold Martin Fellow for Public Policy.
Partner and Head of Policy Research
City Furniture
Trump, Tariffs & Taxes: A Pathway To Cut Through The Uncertainty
Daniel Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity, Mr. Clifton evaluates the financial market implications of policy and political developments. This includes analyzing tax, trade, infrastructure, healthcare, energy, defense and other policy initiatives to determine how public policy changes impact the economy and financial markets for institutional investors.
Daniel leads Strategas’ Washington policy research team, which is the #1 ranked Washington policy team on Wall Street, according to Institutional Investor (II). Dan and his team have been ranked as one of the top Washington policy teams in each of the past 16 years. Mr. Clifton is also a top ranked analyst in the category of Accounting and Tax Policy according to the same II report.
Mr. Clifton’s research on the interaction between policy, elections, and financial markets is widely cited in the media and Daniel is a frequent guest on CNBC, Bloomberg, and Fox Business.
Prior to joining Strategas, Mr. Clifton was Executive Director of the American Shareholders Association (ASA), a non-partisan, non-profit organization which analyzes public policy affecting shareholders. Daniel also worked on tax policy issues prior to the ASA and has been involved in every major tax policy change over the past twenty years. Prior to moving to Washington, Mr. Clifton served as a senior staff member in two gubernatorial administrations working on economic and fiscal policy issues.
Mr. Clifton received both his BA in Urban Planning and his MS in Public Policy from Rutgers University where he was a Fellow at the Eagleton Institute of Politics and a Harold Martin Fellow for Public Policy.

Phillipe Lord
CEO
Meritage Homes
Homebuilding Panel
Doug Yearley joined Toll Brothers in 1990 and has held various management positions over the past 30+ years. He initially specialized in land acquisitions and project management, learning the home building business from the ground up. He then helped oversee the Company’s substantial growth through new market expansion and builder acquisitions. He has been an officer of the Company since 1994, holding the position of Vice President from January 1994 until January 2002, Senior Vice President from January 2002 until November 2005, and Regional President from November 2005 until November 2009, when he managed home building operations in nine markets throughout the country, oversaw the creation of the Toll Brothers City Living division, and managed the Marketing department. In November 2009, Doug was promoted to Executive Vice President, and then to Chief Executive Officer in June 2010, at which time he also became a member of the Board of Directors. In October 2018, Doug was elected to succeed Toll Brothers founder Bob Toll as Chairman of the Board.
In 2024, Doug was named one of 25 Top CEOs by Barron’s magazine in recognition of his strategic leadership that has positioned the Company for continued success.
Doug received a Bachelor of Science degree from Cornell University in Applied Economics and Business Management and a Juris Doctor degree from Rutgers Law School.
CEO
Meritage Homes
Homebuilding Panel
Doug Yearley joined Toll Brothers in 1990 and has held various management positions over the past 30+ years. He initially specialized in land acquisitions and project management, learning the home building business from the ground up. He then helped oversee the Company’s substantial growth through new market expansion and builder acquisitions. He has been an officer of the Company since 1994, holding the position of Vice President from January 1994 until January 2002, Senior Vice President from January 2002 until November 2005, and Regional President from November 2005 until November 2009, when he managed home building operations in nine markets throughout the country, oversaw the creation of the Toll Brothers City Living division, and managed the Marketing department. In November 2009, Doug was promoted to Executive Vice President, and then to Chief Executive Officer in June 2010, at which time he also became a member of the Board of Directors. In October 2018, Doug was elected to succeed Toll Brothers founder Bob Toll as Chairman of the Board.
In 2024, Doug was named one of 25 Top CEOs by Barron’s magazine in recognition of his strategic leadership that has positioned the Company for continued success.
Doug received a Bachelor of Science degree from Cornell University in Applied Economics and Business Management and a Juris Doctor degree from Rutgers Law School.

Tim Milam
CEO
Coldwell Banker Sea Coast Advantage
Mortgage and Real Estate Services Panel
James is the Chief Executive Officer, OneTrust Home Loans. He is a seasoned industry leader with over 25 years of mortgage banking experience. He has built and led production teams across all channels for leading banks and mortgage banks. Further, he’s held leadership positions with responsibility for production, marketing, fulfillment, credit and Operations.
James has held senior management roles at several respected companies including:
•Head of Production, Newrez
•EVP and Head of Retail Lending, Caliber Home Loans
•Chief Operating Officer & EVP, Strategic Development, Stearns Lending
•Division Sales Leader, MetLife Home Loans
•Division Sales Leader and Retail Fulfillment Executive, Bank of America
•President, CWKB Joint Venture with KB Home
•Managing Director DTC/JV/Private Label Operations, Countrywide Home Loans
Education / Certifications:
•BBA, University of Wisconsin - Milwaukee
CEO
Coldwell Banker Sea Coast Advantage
Mortgage and Real Estate Services Panel
James is the Chief Executive Officer, OneTrust Home Loans. He is a seasoned industry leader with over 25 years of mortgage banking experience. He has built and led production teams across all channels for leading banks and mortgage banks. Further, he’s held leadership positions with responsibility for production, marketing, fulfillment, credit and Operations.
James has held senior management roles at several respected companies including:
•Head of Production, Newrez
•EVP and Head of Retail Lending, Caliber Home Loans
•Chief Operating Officer & EVP, Strategic Development, Stearns Lending
•Division Sales Leader, MetLife Home Loans
•Division Sales Leader and Retail Fulfillment Executive, Bank of America
•President, CWKB Joint Venture with KB Home
•Managing Director DTC/JV/Private Label Operations, Countrywide Home Loans
Education / Certifications:
•BBA, University of Wisconsin - Milwaukee

Karl Mistry
Chairman and CEO
Toll Brothers
Homebuilding Panel
Sheryl Palmer is the Chairman and Chief Executive Officer of Taylor Morrison, a leading national homebuilder and developer based in Scottsdale, Arizona. Since 2007, Ms. Palmer has overseen a highly experienced leadership team in several key national homebuilding markets. With more than 30 years of cross-functional building experience, including leadership in land acquisition, sales and marketing, development and operations management, Ms. Palmer has led Taylor Morrison into the top ranks of America’s largest public homebuilders, following the company’s IPO in 2013.
Under Ms. Palmer’s leadership, Taylor Morrison has been successful in creating trustworthy relationships with both internal and external customers, as evidenced by the Company holding the title of America’s Most Trusted® Home Builder for 10 consecutive years by Lifestory Research and recognized by Forbes as one of the Most Trusted and Best Companies in America in 2025. The Company also made Newsweek’s America’s Most Responsible Companies list in 2024 and was recognized by U.S. News & World Report as a Best Company to Work For.
With Ms. Palmer’s dedication to community, Taylor Morrison has made a profound impact across the country through its involvement with “Extreme Makeover: Home Edition” and by building places of sanctuary for patients undergoing treatment at Banner MD Anderson Cancer Center.
Ms. Palmer’s passions extend beyond homebuilding and enter the many realms of leadership and diversity; supporting veterans and solving for homelessness. In fact, she was named Builder’s Hearthstone Humanitarian in 2021. Currently, she serves as Chairman of the Building Talent Foundation, an organization that partners with homebuilders to address the vast trade labor shortage. She also served as the Chairman of the National Board of Directors of HomeAid America from 2019 to 2021, is on the Board of Directors of Carlisle Companies, and is an Executive Committee Member of the Joint Center for Housing Studies (JCHS) Policy Advisory Board at Harvard University.
Chairman and CEO
Toll Brothers
Homebuilding Panel
Sheryl Palmer is the Chairman and Chief Executive Officer of Taylor Morrison, a leading national homebuilder and developer based in Scottsdale, Arizona. Since 2007, Ms. Palmer has overseen a highly experienced leadership team in several key national homebuilding markets. With more than 30 years of cross-functional building experience, including leadership in land acquisition, sales and marketing, development and operations management, Ms. Palmer has led Taylor Morrison into the top ranks of America’s largest public homebuilders, following the company’s IPO in 2013.
Under Ms. Palmer’s leadership, Taylor Morrison has been successful in creating trustworthy relationships with both internal and external customers, as evidenced by the Company holding the title of America’s Most Trusted® Home Builder for 10 consecutive years by Lifestory Research and recognized by Forbes as one of the Most Trusted and Best Companies in America in 2025. The Company also made Newsweek’s America’s Most Responsible Companies list in 2024 and was recognized by U.S. News & World Report as a Best Company to Work For.
With Ms. Palmer’s dedication to community, Taylor Morrison has made a profound impact across the country through its involvement with “Extreme Makeover: Home Edition” and by building places of sanctuary for patients undergoing treatment at Banner MD Anderson Cancer Center.
Ms. Palmer’s passions extend beyond homebuilding and enter the many realms of leadership and diversity; supporting veterans and solving for homelessness. In fact, she was named Builder’s Hearthstone Humanitarian in 2021. Currently, she serves as Chairman of the Building Talent Foundation, an organization that partners with homebuilders to address the vast trade labor shortage. She also served as the Chairman of the National Board of Directors of HomeAid America from 2019 to 2021, is on the Board of Directors of Carlisle Companies, and is an Executive Committee Member of the Joint Center for Housing Studies (JCHS) Policy Advisory Board at Harvard University.

Chris Nelson
COO, EVP & President
Stanley Black & Decker
Building Products Panel
Chris Nelson serves as Chief Operating Officer, Executive Vice President and President of the Tools & Outdoor business division. Chris joined the company in June 2023 and is responsible for streamlining and optimizing the company around our core businesses and strong portfolio of brands while advancing the strategic roadmap for our $14.4 billion Tools & Outdoor business as we execute our strategy and generate sustainable growth.
Prior to joining Stanley Black & Decker, Chris was President of Carrier's flagship heating, ventilation and air-conditioning segment, where he led the global commercial and residential product and service portfolio. He was responsible for driving growth across the company’s global brands, accelerating digital innovation and growing segment market share. He has more than 25 years of executive leadership, product development, innovation and growth transformation experience.
In addition, Chris held leadership roles with the U.S. Army, Johnson & Johnson and McKinsey & Company. He has a bachelor’s degree from the University of Notre Dame and a master's degree in business from Cornell University.
COO, EVP & President
Stanley Black & Decker
Building Products Panel
Chris Nelson serves as Chief Operating Officer, Executive Vice President and President of the Tools & Outdoor business division. Chris joined the company in June 2023 and is responsible for streamlining and optimizing the company around our core businesses and strong portfolio of brands while advancing the strategic roadmap for our $14.4 billion Tools & Outdoor business as we execute our strategy and generate sustainable growth.
Prior to joining Stanley Black & Decker, Chris was President of Carrier's flagship heating, ventilation and air-conditioning segment, where he led the global commercial and residential product and service portfolio. He was responsible for driving growth across the company’s global brands, accelerating digital innovation and growing segment market share. He has more than 25 years of executive leadership, product development, innovation and growth transformation experience.
In addition, Chris held leadership roles with the U.S. Army, Johnson & Johnson and McKinsey & Company. He has a bachelor’s degree from the University of Notre Dame and a master's degree in business from Cornell University.

Willy Walker
Chairman & CEO
Walker & Dunlop
Walker Webcast
Willy Walker is chairman and chief executive officer of Walker & Dunlop. Under Mr. Walker’s leadership, Walker & Dunlop has grown from a small, family-owned business to become one of the largest commercial real estate finance companies in the United States and internationally. Walker & Dunlop is listed on the New York Stock Exchange, and in its first ten years as a public company has seen its shares appreciate over 800%. The firm was also #17 on Fortune’s 2017 list of “Fastest Growing Public Companies” and has been recognized by Great Place To Work for 9 years, and is on Fortune's 100 Best Companies to Work For® 2026 list.
Mr. Walker received the Ernst & Young Entrepreneur of the Year award in 2011 and was named “Financier of the Year” in 2017 and 2020 by Commercial Property Executive.
Mr. Walker received his master’s degree in business administration from Harvard University and a bachelor’s degree from St. Lawrence University. He serves on the board of the U.S. Olympic & Paralympic Foundation and Harvard Business School Board of Deans Advisors and previously served on the boards of St. Albans School, the Mortgage Bankers Association, and Children’s National Medical Center. Mr. Walker is also a member of the Real Estate Roundtable. Mr. Walker is an avid runner, skier, and cyclist, and has run the Boston Marathon in 2:36.
Chairman & CEO
Walker & Dunlop
Walker Webcast
Willy Walker is chairman and chief executive officer of Walker & Dunlop. Under Mr. Walker’s leadership, Walker & Dunlop has grown from a small, family-owned business to become one of the largest commercial real estate finance companies in the United States and internationally. Walker & Dunlop is listed on the New York Stock Exchange, and in its first ten years as a public company has seen its shares appreciate over 800%. The firm was also #17 on Fortune’s 2017 list of “Fastest Growing Public Companies” and has been recognized by Great Place To Work for 9 years, and is on Fortune's 100 Best Companies to Work For® 2026 list.
Mr. Walker received the Ernst & Young Entrepreneur of the Year award in 2011 and was named “Financier of the Year” in 2017 and 2020 by Commercial Property Executive.
Mr. Walker received his master’s degree in business administration from Harvard University and a bachelor’s degree from St. Lawrence University. He serves on the board of the U.S. Olympic & Paralympic Foundation and Harvard Business School Board of Deans Advisors and previously served on the boards of St. Albans School, the Mortgage Bankers Association, and Children’s National Medical Center. Mr. Walker is also a member of the Real Estate Roundtable. Mr. Walker is an avid runner, skier, and cyclist, and has run the Boston Marathon in 2:36.

Patrick Zalupski
CEO
Dream Finders Homes
M&A and Capital Markets Deal Activity
Mr. Zalupski, age 44, is the Founder, President and Chief Executive Officer of Dream Finders Homes and has served as Chairman of the Board of Directors since January 2021 upon completion of an IPO (current NYSE: “DFH”). He has served as the CEO of the primary operating subsidiary, Dream Finders Homes LLC, since forming the company in December 2008, and as the Chief Executive Officer and a member of the board of managers of DFH LLC since its formation
in 2014. Patrick is heavily involved and responsible for DFH’s overall operations and
management and remains involved in the origination, underwriting and structuring of all investment activities.
Under Mr. Zalupski’s leadership, DFH has grown from closing 27 homes in Jacksonville, Florida during its inaugural year in 2009 to establishing operations across 10 states and closing over 40,000 homes since inception through March 2025. Prior to founding DFH LLC, Mr. Zalupski was a Financial Auditor for FedEx Corporation’s Internal Audit Department in Memphis, Tennessee and worked in the real estate sales and construction industry as Managing Partner of Bay Street Condominiums, LLC from 2006 to 2008. Mr. Zalupski has served on the investment committee of DF Capital Management, LLC (“DF Capital”), an investment manager focused on investments in land banks and land development joint ventures to deliver finished lots to DFH and other homebuilders for the construction of new homes, since April 2018. Dream Finders Homes was recently named the 2025 National Home Builder of the Year by Zonda, recognizing the company’s exceptional growth, innovation, and commitment to delivering high-quality homes across the country.
Mr. Zalupski was appointed to the University of Florida Board of Trustees in 2023 and has served on the board since. He is a member of the Presidential Committee and chairs the Compensation Committee.
CEO
Dream Finders Homes
M&A and Capital Markets Deal Activity
Mr. Zalupski, age 44, is the Founder, President and Chief Executive Officer of Dream Finders Homes and has served as Chairman of the Board of Directors since January 2021 upon completion of an IPO (current NYSE: “DFH”). He has served as the CEO of the primary operating subsidiary, Dream Finders Homes LLC, since forming the company in December 2008, and as the Chief Executive Officer and a member of the board of managers of DFH LLC since its formation
in 2014. Patrick is heavily involved and responsible for DFH’s overall operations and
management and remains involved in the origination, underwriting and structuring of all investment activities.
Under Mr. Zalupski’s leadership, DFH has grown from closing 27 homes in Jacksonville, Florida during its inaugural year in 2009 to establishing operations across 10 states and closing over 40,000 homes since inception through March 2025. Prior to founding DFH LLC, Mr. Zalupski was a Financial Auditor for FedEx Corporation’s Internal Audit Department in Memphis, Tennessee and worked in the real estate sales and construction industry as Managing Partner of Bay Street Condominiums, LLC from 2006 to 2008. Mr. Zalupski has served on the investment committee of DF Capital Management, LLC (“DF Capital”), an investment manager focused on investments in land banks and land development joint ventures to deliver finished lots to DFH and other homebuilders for the construction of new homes, since April 2018. Dream Finders Homes was recently named the 2025 National Home Builder of the Year by Zonda, recognizing the company’s exceptional growth, innovation, and commitment to delivering high-quality homes across the country.
Mr. Zalupski was appointed to the University of Florida Board of Trustees in 2023 and has served on the board since. He is a member of the Presidential Committee and chairs the Compensation Committee.

Ivy Zelman
Executive Vice President
Zelman
Zelman State of The Housing Market
Ivy Zelman is the executive vice president of Zelman, based in Ohio. Ms. Zelman has over 30 years of experience covering housing and housing-related industries. In 2007, Ms. Zelman co-founded Zelman, which provides analyses across all aspects of the housing spectrum. Ms. Zelman's concept for the firm remains firmly rooted in the ability to perform thematic research overlaid with proprietary surveys to produce unparalleled differentiated value-added research.
Ms. Zelman has been widely known and respected for her bold thinking and accurate assessments where others failed, helping industry players avoid costly mistakes and capture game-changing opportunities. In 2005, she called the top of the housing market, and in 2012, she called the bottom of the housing market, thus reinforcing her dominant reputation within the industry.
Ms. Zelman earned her bachelor's degree in accounting from George Mason University. She has earned numerous institutional awards, Institutional Investors - America Research Team rankings placed Ms. Zelman and her team with eleven 1st place rankings, and Hanley Wood, a leading real estate media firm, ranked her as 14th of the Top 50 most influential persons in housing. Additionally, Ms. Zelman has been included in Barron's 100 Most Influential Women in U.S. Finance for the past four years. Lastly, she has been inducted into the California Homebuilding Foundation's Hall of Fame. Outside the company, Ms. Zelman is an adjunct professor of finance at Case Western University and mentors high school and college students.
Ms. Zelman released her memoir: Gimme Shelter: Hard Calls + Soft Skills From A Wall Street Trailblazer, in September 2021.
Executive Vice President
Zelman
Zelman State of The Housing Market
Ivy Zelman is the executive vice president of Zelman, based in Ohio. Ms. Zelman has over 30 years of experience covering housing and housing-related industries. In 2007, Ms. Zelman co-founded Zelman, which provides analyses across all aspects of the housing spectrum. Ms. Zelman's concept for the firm remains firmly rooted in the ability to perform thematic research overlaid with proprietary surveys to produce unparalleled differentiated value-added research.
Ms. Zelman has been widely known and respected for her bold thinking and accurate assessments where others failed, helping industry players avoid costly mistakes and capture game-changing opportunities. In 2005, she called the top of the housing market, and in 2012, she called the bottom of the housing market, thus reinforcing her dominant reputation within the industry.
Ms. Zelman earned her bachelor's degree in accounting from George Mason University. She has earned numerous institutional awards, Institutional Investors - America Research Team rankings placed Ms. Zelman and her team with eleven 1st place rankings, and Hanley Wood, a leading real estate media firm, ranked her as 14th of the Top 50 most influential persons in housing. Additionally, Ms. Zelman has been included in Barron's 100 Most Influential Women in U.S. Finance for the past four years. Lastly, she has been inducted into the California Homebuilding Foundation's Hall of Fame. Outside the company, Ms. Zelman is an adjunct professor of finance at Case Western University and mentors high school and college students.
Ms. Zelman released her memoir: Gimme Shelter: Hard Calls + Soft Skills From A Wall Street Trailblazer, in September 2021.