SUMMIT ITINERARY
— NOVEMBER 17 —
Overnight Guest Arrivals & Hotel Check In | 4:00 PM
Location: The Ritz-Carlton Bacara, Santa Barbara
Welcome Cocktail Hour | 5:00 - 7:00 PM
Presented by Home Warranty of America
Location: Rotunda & Terrace
— NOVEMBER 18 —
Breakfast | 8:00 - 9:30 AM
Location: Ballroom Terrace
Registration | 10:30 AM
Location: Ballroom Terrace
Lunch | 11:00 AM - 12:30 PM
Location: Ballroom Terrace
Summit Welcome | 12:30 - 12:45 PM
With Austin Lampson, SVP of Mortgage Lending at OriginPoint
Location: Ballroom
Opening Remarks | 12:45 - 1:00 PM
With Mark McLaughlin, Compass Real Estate Strategist
Location: Ballroom
Power Women in Real Estate Panel | 1:00 - 1:30 PM
Moderated by Nick Belardo, Director of Operations - Southern California and Hawaii
Panelists: Tracy Tutor and Tessa Hilton
Location: Ballroom
Luxury Market Forecast | 1:35 - 2:05 PM
By Mike Simonsen, Compass Chief Economist
Location: Ballroom
Building & Owning Your Brand Panel | 2:10 - 2:45 PM
Moderated by Felipe Hernandez, Head of Compass Luxury
Panelists: F. Ron Smith, Janelle File, Brandon Goethals, Brett Dickinson
Location: Ballroom
Break | 2:45 - 3:00 PM
Defining Luxury: Beyond the Brand Fireside Chat | 3:00 - 3:40 PM
Hosted by Parker Beatty, Compass Regional Vice President - Southern California and Hawaii
Speakers: David Kramer, Ari Afshar, Luke Ebbin
Location: Ballroom
Keynote | 3:45 - 4:20 PM
Presented by Nitin Motwani (Merrimac Ventures)
Location: Ballroom
Fireside Chat With Sally Forster Jones | 4:20 - 4:45 PM
Hosted by Mark McLaughlin, Compass Real Estate Strategist
Location: Ballroom
OriginPoint Closing Party | 5:00 - 6:00 PM
Location: The Bluff
— NOVEMBER 19 —
Breakfast | 7:00 - 8:00 AM
Location: Ballroom Terrace
Coffee & Conversations: Digital Marketing in the Luxury Strata | 7:00 - 8:00 AM
With Hugo Cortes, Lead Gen Lab Founder and CEO
Location: Ballroom Terrace
FEATURED SPEAKERS
SUMMIT WELCOME
AUSTIN
LAMPSON
ORIGINPOINT
SVP OF MORTGAGE LENDING
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Coming Soon
OPENING REMARKS
Mark McLaughlin
COMPASS REAL ESTATE STRATEGIST
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A visionary leader in the real estate industry for more than 20 years, Mark McLaughlin’s success is founded in collaboration, early adoption of technology applications, open communication and a keen emphasis on fact-based decisions. He has been highly effective in building dynamic organizations and developing successful business partnerships by establishing clear, measurable objectives for his team and clients. McLaughlin personally directs key strategic initiatives with intense passion and draws on various experiences to achieve elite performance.
By the time Compass had acquired Pacific Union in 2018, McLaughlin had grown the San Francisco-based brokerage’s sales volume from $2.2 billion in 2009 to more than $14 billion, ranking as the 5th-largest residential real estate brokerage in the US. At mid-year 2020 the business was on pace for $20 billion in sales volume in 2021.
This unprecedented growth is the result of McLaughlin’s 4 core strategic competencies: 1) a quantitative vision for fiscal success, 2) an entrepreneurial, performance-based mindset, 3) an innovative use of technology and 4) an unwavering commitment to deliver exceptional client services and shareholder results.
McLaughlin has been at the forefront of industry innovations by enabling his real estate professionals to have a voice in which marketing and educational programs allow them to best serve their clients and grow their businesses. These initiatives have shaped his companies’ service offerings and put cutting edge tools in the hands of every team member to better serve their clientele. McLaughlin was named San Francisco Business Times top CEO in 2017, was honored as RISMedia CEO of the year in 2013 and has been consistently recognized by Inman News and the T3 Swanepoel rankings as one of the top 10 most influential industry executives. Under his leadership, Pacific Union International was named Christie’s International Real Estate Affiliate of the Year, in 2013, and Top Real Estate firm in the world by the International Properties Awards in London in 2018.
LUXURY MARKET
FORECAST
Mike Simonsen
COMPASS CHIEF ECONOMIST
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Mike Simonsen is one of the most influential housing market analysts in the country. He recently joined the nation’s largest real estate brokerage, Compass, as its first Chief Economist, after nearly two decades building unique data and insights that help people understand the US housing economy.
Mike founded Altos Research in 2006 and led the company as its CEO until the company’s 2022 acquisition by HWMedia (publishers of HousingWire and RealTrends). At Altos, Mike pioneered the development of real-time data that enabled tens of thousands of real estate professionals and many of the biggest financial firms in the world to make sense of the US housing market.
Through his widely followed Altos data products, video market updates, economic analyses and reports, Mike reached millions of people with the Altos data and led the company to become the most trusted source of independent, data-driven insights into the US housing economy. Mike is frequently tapped by top-tier media, legislators, business leaders, academics and others for guidance on housing economics and policy.
Mike’s entire career has been focused on creating products that tell a story with data. Prior to founding Altos, Mike spent 15 years in the venture-backed startup trenches of Silicon Valley and was recently president of the Entrepreneur's Organization (EO) San Francisco chapter. He has a BS from the University of Nevada and an MBA from Chicago’s DePaul University.
PANEL
POWER WOMEN IN REAL ESTATE
TRACY
TUTOR
PANELIST
TRACY TUTOR TEAM
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With over 25 years of experience, Tracy Tutor is a leading force in luxury real estate, serving both the California and Texas markets. As one of the top agents at Compass Beverly Hills, Tracy has built a reputation for her commanding presence, sharp negotiation skills, and deep industry expertise. Her confidence and extensive network have propelled her into the rooms of some of the most influential figures in real estate, where she has represented world-renowned brands and iconic architects such as Frank Gehry, John Lautner, and Pierre Koenig.
Tracy’s expertise extends beyond traditional real estate. She played a pivotal role in consulting on over $400 million in branded real estate sales for Amangiri, the exclusive five-star resort in Canyon Point, Utah. She has also represented prestigious developments, including the West Hollywood EDITION Hotel and Residences, designed by British architect John Pawson and envisioned by legendary hotelier Ian Schrager. Tracy’s global reach has earned her the title of U.S. Ambassador for the Royal Atlantis Resort and Residences in Dubai, a stunning architectural masterpiece by Kohn Pedersen Fox. Additionally, she is an Ambassador for Costa Palmas in Los Cabos, where the Amangiri and Four Seasons brands offer an unparalleled luxury beachfront lifestyle.
TESSA
HILTON
PANELIST
THE HILTON GROUP
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Tessa Hilton co-founded and served as co-CEO of Hilton Hilton. While at the helm, she and her husband, Barron N. Hilton, built a leading luxury brokerage known for its highly curated, client-focused approach. Now with Compass as the Hilton Group, they’ve achieved more than $300 million in career sales.
Raised in a family of designers and architects, Tessa brings deep knowledge of design and luxury markets, with expertise in premier Los Angeles neighborhoods including Beverly Hills, Bel-Air, Brentwood, Beverly Park, and Malibu. Her international background and prior career in fashion and branding, working with icons such as Donna Karan and KCD Worldwide, inform her creative, globally attuned approach to real estate.
NICK
BELARDO
MODERATOR
COMPASS DIRECTOR OF OPERATIONS
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Coming Soon
PANEL
Building & Owning Your Brand
F. RON
SMITH
PANELIST
SMITH & BERG PROPERTY GROUP
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F. Ron Smith is the co-founder of the acclaimed Los Angeles real estate firm Partners Trust, which he helped grow to more than $10 billion in sales before its acquisition by Compass in 2018. A top producer for nearly four decades, F. Ron has built a reputation for his strategic marketing, deep community insight, and an innate ability to prepare homes for market.
In partnership with David Berg, he leads Smith & Berg Property Group, a powerhouse team that has closed $7.5 billion in residential sales while representing business leaders, celebrities, developers, and homeowners across Los Angeles. Their record-breaking properties have been featured in publications like the Los Angeles Times, Wall Street Journal, Forbes, and The Hollywood Reporter, and the group is widely recognized for its market expertise and collaborative culture.
A longtime Brentwood resident, F. Ron lives with his wife, Tracy, and takes pride in their two sons. Beyond real estate, he’s passionate about travel, golf, and good coffee. He brings his signature humor to the team’s award-winning blog, Tacos & Tequila. He is also a dedicated supporter of the Children’s Burn Foundation, SteadfastLA, and USC scholarship programs (fight on!).
JANELLE FILE
PANELIST
THE FILE GROUP
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As the married duo leading The File Group, the #1 Compass team in Corona del Mar, Janelle File and Brandon Goethals have become synonymous with trust, community, and elevated luxury.
With deep roots in coastal Orange County, they live and work in the same community they serve—raising their family in Corona del Mar and embedding themselves in the local culture. Their flagship "Sea Diem" office is a first-of-its-kind concept that functions as a real estate office, social lounge, and event space—reflecting their belief that presence and authenticity are the ultimate brand-builders.
Janelle’s 20+ years of appraisal and marketing experience and Brandon’s background as a professional athlete and brand strategist anchor their reputation for precision, creativity, and integrity—building a brand that inspires trust far beyond the sale.
Brett Dickinson
PANELIST
DICKINSON CLARK TEAM
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For more than 15 years, Realtor® and Associate Broker, Brett Dickinson, has represented highly-satisfied buyers and sellers in countless real estate transactions throughout San Diego County, including the two largest ever recorded residential deals in La Jolla’s history (in the Shores and Country Club) and the largest ever recorded sales on the waterfronts of Bird Rock and Point Loma. Brett’s first-hand knowledge of San Diego, exceptional reputation for client service, negotiation and professionalism, and his unparalleled commitment to operating a business with a local and global perspective, make him the top choice when it comes to choosing a Realtor®. And, the best Realtors across the U.S. trust Brett to work with their own clients on real estate transactions throughout San Diego.
Brett puts the needs and goals of his clients first; finding the right property or buyer, negotiating the best deal and exceeding expectations. He continually develops innovative marketing programs to better position his client listings and expand the pool of buyers and network of agents.
In addition to his volume of local knowledge, Brett has built a strong global network stemming from a successful ATP tennis career during which he lived in 5 countries and competed in more than 60. With his real estate clients in mind, Brett’s continued international travels have created a global network of buyers, agents and real estate professionals.
Brett has mentored young realtors in the art and science of negotiations and actively participates in real estate seminars, panels, interviews, podcasts and publications, including The Wall St. Journal, Inman, AREAA, and USD. He is member of several national networks of real estate specialists, including the Sports & Entertainment Division, Top 100, and Luxury Division at Compass. A long time La Jollan, Brett is also a significant role player in and supporter of many San Diego arts, education and community organizations, including the Museum of Contemporary Art San Diego, La Jolla Playhouse, MAD La Jolla and Youth Tennis San Diego.
Brandon Goethals
PANELIST
THE FILE GROUP
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As the married duo leading The File Group, the #1 Compass team in Corona del Mar, Janelle File and Brandon Goethals have become synonymous with trust, community, and elevated luxury.
With deep roots in coastal Orange County, they live and work in the same community they serve—raising their family in Corona del Mar and embedding themselves in the local culture. Their flagship "Sea Diem" office is a first-of-its-kind concept that functions as a real estate office, social lounge, and event space—reflecting their belief that presence and authenticity are the ultimate brand-builders.
Janelle’s 20+ years of appraisal and marketing experience and Brandon’s background as a professional athlete and brand strategist anchor their reputation for precision, creativity, and integrity—building a brand that inspires trust far beyond the sale.
FELIPE HERNANDEZ
MODERATOR
COMPASS HEAD OF LUXURY
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Coming Soon
FIRESIDE CHAT
DEFINING LUXURY: Beyond the Brand
David
Kramer
SPEAKER
DAVID KRAMER GROUP
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With over 20 years of experience in representing buyers and sellers of high-end estates throughout the area, David has the skills and knowledge to obtain the results his clients are looking for, while maintaining the highest standards of integrity, confidentiality and professionalism.
David has earned the trust of organizations as diverse as Cedar Sinai, law firms, trusts, corporations and other institutions when it comes to selling prestigious residential assets.
As a Los Angeles native, David has an unparalleled knowledge of the local high-end real estate market. And he doesn’t just work in the community; he cares for his community. A deep commitment to service in his private life has led him to be involved with The American Cancer Society, the Theodore Payne Foundation, Project Angel Food, the Brady Campaign and the Remote Area Medical Foundation. He is especially proud of his past work volunteering as a Big Brother.
He brings the same dedication to service to his local clientele. David specializes in unique properties in the areas of Beverly Hills, Bel Air, Holmby Hills, Hollywood Hills, Los Angeles and the Sunset Strip.
Ari
Afshar
SPEAKER
VOYAGE REAL ESTATE
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Ari Afshar is a seasoned real estate entrepreneur and the Founder of Voyage Real Estate, a top-performing real estate team servicing Southern California, Southern Florida, and New York — including New York City and the Hudson Valley.
With a focus on luxury properties and a tech-forward approach, Ari has built a reputation for delivering exceptional results across some of the most competitive real estate markets in the country.
Over the course of his career, Ari and Voyage have closed over $2 billion in real estate transactions.
Luke
Ebbin
SPEAKER
THE EBBIN GROUP
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Luke Ebbin, principal of The Ebbin Group, is one of the nation’s leading luxury real estate experts specializing in Montecito, Santa Barbara, and Ojai. With over $700M in sales since 2020, he has consistently ranked as the #1 Compass agent on California’s Central Coast and represented the highest-priced residential sales in both Montecito and Ojai history. Featured in Real Trends’ The Thousand and among the top five producers in the Santa Barbara MLS, Luke offers unmatched expertise in market trends, negotiation, architecture, construction, and investment strategies.
A five-time Grammy-nominated record producer, Luke transitioned to real estate full-time after success in renovating luxury properties. His creative background, combined with a results-driven approach, gives clients an edge in achieving their goals.
A Montecito resident, Luke lives with his wife, a black lab, and a flock of chickens. He is the proud father of three sons- an artist, EMT, and professional polo player. Deeply committed to his community, he founded The Montecito Realtor® Association to support recovery after the Thomas Fire and has served on the boards of several local charities.
PARKER
BEATTY
HOST
COMPASS REGIONAL VP
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Coming Soon
KEYNOTE
ADDRESS
Nitin Motwani
MERRIMAC VENTURES
MANAGING PARTNER
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Nitin Motwani serves as Managing Partner of Merrimac Ventures, a real estate investment and development firm based in Fort Lauderdale, FL. The firm’s portfolio primarily focuses on prime resort and mixed-use development, but also includes extensive investments in multifamily residential, condominium, retail, and office developments. In this role, Mr. Motwani is involved in all aspects of acquisitions, development, and capital markets for mixed-use projects as well as hotel, office, retail, and residential assets on a national scale.
Nitin is also Managing Partner for Miami Worldcenter Associates. Mr. Motwani has overseen the development of Downtown Miami’s $4 billion Miami Worldcenter mixed-use real estate project since 2006. Mr. Motwani is responsible for every facet of the project, including land acquisition, zoning and entitlements, financing (public and private), joint ventures and development. Mr. Motwani is currently overseeing $1.5 billion of development at Miami Worldcenter.
Prior to joining Merrimac Ventures and Miami Worldcenter, Mr. Motwani was an equity derivatives trader at Goldman Sachs in New York. Mr. Motwani was also involved in the creation of Encore Housing Opportunity Fund (Encore), a private equity fund focused on opportunistic real estate investments and development. He has overseen investments totaling more than $1 billion in Florida, California, Texas and Arizona through his work with Encore.
An active member of the greater South Florida business community, Mr. Motwani recently completed his tenure with the Miami Downtown Development Authority where he served on the Board and as co-chair of the enterprise committee. In this role, he led the agency’s efforts to attract finance firms to Miami, establishing the City’s Downtown as the “Wall Street of the South.”
He also served as Board Chair of the University of Miami’s Master of Real Estate Development (MRED) program and is currently on the board. He has also served as Co-Chair for One Community One Goal, Miami Dade County’s long term strategic plan for economic development. Nationally, he is a member of Young Presidents’ Organization (YPO), Urban Land Institute (ULI), and International Council of Shopping Centers (ICSC). He is also a member of City Year’s Red Jacket Society. Mr. Motwani is actively involved in the R. Motwani Family Academy of Hospitality and Tourism Management at Broward College.
Mr. Motwani earned a Bachelor’s degree in International Relations from Duke University and holds a Master of Science in Real Estate Development from Columbia University.
FIRESIDE
CHAT
SALLY
FORSTER JONES
FEATURED SPEAKER
FORSTER JONES INTERNATIONAL
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As founder and CEO of Forster Jones International & Associates, Sally Forster Jones leads a successful real estate team that continues to set the bar for Los Angeles real estate. Under Sally’s leadership, the team has been a constant fixture on the REAL Trends “The Thousand” list, where it has ranked among the nation’s top real estate teams year after year. In 2019, the Sally Forster Jones Group—now Forster Jones International—was inducted into the inaugural class of the Inman Golden | Club as the top luxury team in the nation. In 2024, Sally became the only team leader in the country to earn this coveted distinction a second time. Sally herself maintains a consistent presence on several “best of” lists for real estate production, including The Hollywood Reporter’s list of Top Real Estate Agents, Variety’s Showbiz Real Estate Elite, and the Los Angeles Business Journal’s annual ranking of residential real estate brokers by sales volume. She has also been named in the exclusive LA500 for seven consecutive years, honored by the Business Journal as one of the city's 500 most influential professionals. Between the years of 2021 and 2024, the team closed $2.2 Billion in sales, contributing to Sally's career total of more than $11 Billion sold and 6,000+ closed transactions.
COFFEE &
CONVERSATION
LEAD GEN LAB
FOUNDER & CHIEF STRATEGIST
Hugo
CORTEs
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Coming Soon
