Keynote Speaker, Madison Hildebrand

President of The Malibu Life, Inc., as well as Founding Partner of Partners Trust Malibu, Madison Hildebrand’s name and brand is synonymous with Malibu real estate. In addition to being included among The Hollywood Reporter’s “Top 25 Los Angeles Agents”, Madison was also recently recognized as one of Variety’s Showbiz Real Estate Elite, distinctions that further reiterate his stellar reputation and leadership abilities. A pillar within the community—both through his media prowess and his public service, which extends beyond the cliffs of Malibu—Madison leverages his network to promote his esteemed clients and their listings, his own company, and the various causes that he holds dear.

“Be a blessing, then be blessed”.

— Madison

As an original cast member of Bravo TV’s hit reality show “Million Dollar Listing Los Angeles”, now filming in its tenth season, and a regular contributing host to E! News, Madison’s achievements and experience continue to garner international praise and attention. An acclaimed public speaker, author of the book Activate Your Passion, Create Your Career, and the name behind multiple real estate lifestyle brands, Madison is as gregarious in person as he is on camera or up on stage. His latest venture, a property development company called Malibu Modern by Madison, brings modern design to West Hollywood bungalows. His infectious “Spread the Love” and “You can mix business with pleasure” philosophy carries over into his personal and professional life, including the various philanthropic organizations (Give Back Homes, Boys and Girls Club of Malibu) and partnerships (DocuSign, Inc., Go Smile toothbrush) that he is grateful to be a part of.

After completing his Bachelor of Arts in Advertising from Pepperdine University, Madison decided to plant his roots firmly in Malibu, a community that continues to serve as both his playground and his office. His ability to connect and communicate with a wide range of clientele is guided by his passion for travel and experiences living in various countries, states, and cities. In fact, during post-college life, Madison took a self-imposed break by moving to the Dominican Republic. Those days of sleeping on the beach and spearing his own fish—where he realized that real estate felt like the right path for him to pursue—will always encapsulate a vital life lesson for Madison: self-discovery is time well spent. Nowadays, Madison’s focus remains devoted to building Malibu’s premier real estate team, The Malibu Life, whose experts cover the vast areas of Los Angeles and Ventura County. When he’s not engrossed in L.A.’s real estate market, Madison can be found indulging in the finer things in life or enjoying peaceful moments spent gardening or hiking with his Doberman rescues, Maya and Mr. Prince.



KEYNOTE SPEAKER, Caroline Nuttall

Monumental Shift, Inc.

Speaker, Publisher, Entrepreneur

Caroline Nuttall is a market-making entrepreneur, publisher and speaker.

Before founding, building, and selling a successful print and digital media company, Caroline Nuttall was a publicist at Paramount Pictures, led corporate communications for Regency Television, and ran global events for World Wrestling Entertainment. She spearheaded new market launches for Lululemon Athletica and Weight Watchers. She has debuted a new Star Trek franchise, created celebrity programming for the U.S. Government, and brought household fame to American Idol.

Today, Caroline is CEO of the world's first talent agency for thought-leaders. She travels the world speaking, leading workshops, and training people on how to amplify their ideas to maximize their potential.



Alyssa Hellman

Compass South Consulting

Compass South Consulting was launched on a pretty simple premise: we believe in independent brokerages. After coming up through the ranks of independent brokerages, Alyssa believes that she is particularly well-suited to serve them when it comes to training and consulting. She has lived their reality and understands the unique challenges, the perceptions, the demand on resources and the needs that independent brokerages face. So, who better to help design and deliver training to their agents? 

Alyssa has designed a concierge-style training for brokerages where she aims to understand your brokerage on a deeper level, delivering custom-tailored solutions to help your agents launch and grow thriving businesses. 

Through great mentors, hustle and her fair share of luck, Alyssa built an incredibly successful real estate career all before she was thirty years old. When opportunity knocked, she answered and moved to Raleigh on a leap of faith. She hasn’t found one reason to go. Instead, she’s found a million reasons to stay.

Even after building her successful sales business, Alyssa found her real passion in sharing her success with others. After coming up through the ranks of independent brokerages, she felt particularly well-suited to serve them and designed a concierge-style training platform/program to help them thrive. In 2017, she launched Compass South Consulting to help expand this program and help more brokerages grow and thrive.

Alyssa has been nationally recognized as a force within our industry through accolades such as being named to Realtor Magazine’s 30 Under 30 list, Inman News’ Top 101 Most Influential People in Real Estate, and the Swanapoel Power200 Top 20 Social Influencers in Residential Real Estate (twice) to name a few. Whether it is on a stage or in the trenches, Alyssa shares her passion openly to help move our industry forward. But, as much as Alyssa loves the stage, her favorite place to be is enjoying her fiancé Lynn, their two kids Sunni and Ryland, and their rescue dog, Sydney.




Betsy Goldman is alongtime editorial Producer and Guest Booker at a variety of national television networks including MSNBC, CNN, ESPN and CBS. Prior to joining MSBNC in September 2003, Ms. Goldman spent 15 years at CNN, 14 of these in Atlanta, where she was a booker for such shows as Larry King Live and The Point with Greta Van Susteren. While at CNN, she was also the head booker for Connie Chung Tonight and Paula Zahn Now.  Some of the high-profile news stories Ms. Goldman covered in the field include the Rodney King riots, the O.J. Simpson trial, and the William Kennedy Smith trial. She landed the first interview in the country with a juror from the William Kennedy Smith trial, and rode with Johnny Cochran and his Nation of Islam guards in his limousine following his closing remarks at the O.J. Simpson trial.  More recently she booked and produced President Obama in a series launch for an AOL series called YOU'VE GOT. She hoisted now Attorney General Jeff Sessions onto a stage on election night last year to do an interview with Katie Couric. She met Rachel Maddow when booking radio guests for Air America, and booked Rachel’s first appearance on MSNBC where she went on to host her show. A graduate of the University of North Carolina at Chapel Hill, Betsy Goldman also co-hosted the Purina Dog Challenge, a show with competitive athletic dogs, on ESPN 2 for a year.

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Brent Jonas


Director, Stakeholder Relations

Brent is responsible for strengthening relationships with the CRDA's public and private stakeholders. He works closely in partnership with the President & CEO to cultivate and maintain relationships with both new and existing investors. Brent serves as a conduit between the CRDA and the region's elected officials and their staffs, representing the CRDA during discussions relevant to the CRDA and our regional economic development mission. Brent also represents the CRDA at key local and statewide events, community meetings, and speaking engagements, and provides professional support to the Leadership Development Committee of the CRDA Board of Directors.

Brent has a diverse background that serves him well in his role, with over twenty years of public and private sector experience. During his career, Brent has served as the Director of the SC Board of Long Term Health Care Administrators, was a Budget Analyst on the staff of the SC House of Representatives Ways and Means Committee, held a position as Special Assistant to the President of Trident Technical College, and spent almost a decade as a Commercial Realtor®. Prior to joining the CRDA, Brent was working as a Consultant in the health insurance industry.

Brent holds a degree in political science from Presbyterian College and a Master's in Public Administration from the University of South Carolina. He lives in Mount Pleasant with his wife, Deborah, and their two children.

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Randy walker

dunes properties

Charleston, South Carolina 

With 36 years in real estate sales and marketing, Randy Walker is the President of dunes properties, the top boutique real estate brokerage in Charleston county. The company also markets and manages an exclusive selection of vacation rental homes and villas on the Charleston Coast. 
Randy began his career in 1981 on Fripp and Harbor Islands selling oceanfront properties mostly to second home owners from the Southeast, but was soon recruited to help ramp up resort sales at the Wild Dunes Resort on the Isle of Palms.

After several years and several management changes within the Wild Dunes Resort, Randy pulled a "Jerry Maguire" in January 1989 and along with a few top producers set up shop on the Isle of Palms as dunes properties of Charleston, Inc.

Through perseverance and a knack for hiring fantastic agents, the company has experienced tremendous growth, surviving through drastic changes in the real estate market, including the full blown housing crisis of the Great Recession. Thanks to Randy's dedication and creativity, dunes properties is currently thriving with 5 offices, over 80 sales agents, and 17 employees. 

When he's not running dunes properties, he's swinging a golf club, biking or surfing. Randy lives in historic downtown Charleston with his wife of 11 years, Kristin Badger Walker, an agent at the company’s flagship office The Real Estate Studio.

Little known fact: Randy actually began beach sales during his college years, disguised as a Myrtle Beach lifeguard, mostly hawking suntan lotion, renting umbrellas and rafts. "I've always loved the beach and the ocean!"

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Bill Baldwin

Boulevard Realty

Houston, Texas

Most people know me as the proud owner/broker of Boulevard Realty. To toot our horn, the firm has about 60 agents in Houston and Galveston, and together, in 2016, we ranked 46th out of 3,891 Houston real estate firms in total sales and in the top 10 real estate firms selling in Central Houston.

My passion for the city of Houston may be quite transparent as well as I have done my best to give back to the city I love through numerous volunteer commitments over the years. This includes serving as president of the Houston Heights Association, sitting on the board for the Houston Epilepsy Foundation, co-chairing the AIDS Foundation Houston's World AIDS Day Luncheon, co-chairing Mayor Sylvester Turner’s Quality of Life Transition Committee, and serving as a member of the City of Houston Planning Commission.

At the end of the day, however, I’m just the proud father of Ginger, an alumna of Ole Miss who is now teaching at Harvard Elementary, and Richard, who recently graduated from my alma mater, Sam Houston State University. Regardless of any successes in my life—and I hope there will be many more—Ginger and Richard make me the proudest!



Kevin PatseL

Vanguard Properties

Marin County, California

"Managing a residential Real Estate brokerage is perhaps the most satisfying and rewarding job of my life," says Vanguard Properties Marin's Sales Manager, Kevin Patsel. Following a successful career in the public relations industry, Kevin became one of the Top Producing agents in Marin, and prior to joining Vanguard, he managed Coldwell Banker’s Greenbrae office.

Kevin’s diverse background, boundless energy, and extensive knowledge of the local market are a perfect fit as Vanguard expands its brand in Marin County. His management style is completely inclusive, and he’s established an office culture that allows individuals to perform at their personal best in an atmosphere that is helpful, collaborative, interactive and supportive. Agents can expect a results-oriented, positive environment where the focus stays where it should – on helping agents serve their clients in buying and selling property.

Kevin has served on both the Board of Directors and the Executive Committee of the Marin Association of Realtors. He was named Marin County’s REALTOR® of the Year in 2009.


Jennifer Bowman


Marin County, California

Born at Marin General Hospital and educated in the Ross Valley School District, Jennifer Bowman’s connection to Marin County is multigenerational. As lead agent of The Bowman Group of Vanguard Properties, she guides the group’s mission with a solid sense of community service and a commitment to the unique needs of their clients and the area.

Her education in hospitality management has given her strong skills in customer service, sales, problem solving, and negotiation. She is an experienced professional with a proven track record of success. Her skills in design and instruction in organizational psychology as well as her experience with production and event management have resulted in repeated successes for her real estate clients. This all results in understanding of personal relationships and their application to business.

Having been started by Susan Bowman, Jennifer’s mother and well respected real estate agent for Marin County, the group’s contacts and resources have been built over several decades. Together with her fellow agents, The Bowman Group provides clients with a blend of traditional real estate experience with the newest technology and most current trends.

Jennifer is proud to call Greenbrae home, where she is a home owner with boyfriend Elliott. Their dog Ace can frequently be seen around the office or touring Marin. Rowing is a passion of Jennifer’s and she can be found many mornings on the Corte Madera Creek with the Marin Rowing Association. With a strong sense of community, she also volunteers for several of the local nonprofits of Central Marin.

The Bowman Group is built on relationships. We are confident you will enjoy working with us and look forward to help you with whatever the next chapter in your life may be!


Rivers Pearce 


Director of Industry Relations for BoomTown, an online real estate platform based in Charleston, SC. Rivers has over 10 years experience in the online marketing and advertising space, working with numerous Fortune 500 companies across the e-commerce, travel and real estate verticals.

After receiving a degree in Philosophy from the Honors Program at The College of Charleston, Rivers promptly joined a band and crisscrossed the US for 5 straight years. Tiring of the constant travel, he landed in Atlanta when someone gave him a break in the nascent search engine marketing world in the early 2000’s. Immediately falling in love with SEM, he found a home at the digital marketing agency 360i, where he worked his way up the ladder to manage pay per click and SEO campaigns for several notable Fortune 500 accounts.

In early 2010, he came to BoomTown to start their Search Engine Marketing department. Applying many agency best practices, he has helped scale BoomTown’s client base from 70 to well over 2500 clients. He has also served as their Director of Client Success, and Director of Digital Marketing & Strategy.

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Chris Rickborn


Chief Operating Officer

I've spent over 20 years leading technology and SaaS companies through various stages of growth. I focus on creating high level growth strategies and building organizations that will execute on the mission. I have a passion for delivering products, turning customers into raving fans, investing in great people, developing leaders, and fostering cultures that win.



Elizabeth Luke


Elizabeth Luke joined BoomTown in early 2012 as a member of the Client Services Team and quickly realized she could use her unique skill set to further benefit her rapidly growing employer. Growing up with an architect father, having been awarded an Apparel, Textiles, and Merchandising degree from Mississippi State University, and more recently held a position as an Executive Assistant at Martha Stewart in NYC, she pitched the Work Environment Advocate position to BoomTown's leadership team. The position which she still holds today. She likes to explain the position as a "collision between the Facilities Manager and Office Manager, so essentially the BoomTown Mom."


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Katie Lance

 katie lance consulting

Katie is the CEO and Owner of Katie Lance Consulting and founder of the #GetSocialSmart Academy. With more than fifteen years of marketing and branding experience, Katie specializes in working with companies to help develop and implement their social media and content strategy. Her signature group social media program, the #GetSocialSmart Academy has received accolades from industry peers across the globe.

Katie has consulted for companies such as RE/MAX International, DocuSign,, Mason McDuffie Mortgage and many others. Since 2012, Katie’s firm has worked closely with hundreds of companies in the real estate, mortgage and start-up space.  

Katie is a nationally known and highly sought-after keynote speaker at conferences across the globe teaching the latest tools and strategies in social media, content strategy and technology trends. Katie is working on her first book on social media strategy to be published in 2017. She is a frequent contributor to The Huffington Post, Social Media Examiner and Women 2.0 and is passionate about all things tech, wine and empowering women in leadership.  

Formerly, Katie was the Chief Strategist for Inman News and has been listed by Inman as one of the top 101 influential people in real estate. She has also been listed in the Swanepoel Trends Report as one of the 20 most powerful social media professionals in real estate.  

Katie lives in the San Francisco Bay Area with her husband and 2 beautiful boys. 


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Pierre Calzadilla


Head of Sales and Strategic Partnerships

Pierre loves real estate. His 15+ years career spans from being an agent in NYC, running e-business for a top NYC independent real estate broker through 8 years at Trulia and over 2 years at RealScout. Pierre has presented to 1,000’s of agents and brokers across the US and is an Inman News contributor. When he is not working, he can be found chasing his 4 boys around the house.

RealScout provides the only technology that enables brokerages to benefit from their data from listing to leads to close. With RealScout, for the first time, real estate professionals can truly capture buyer attention and collect valuable buyer data that helps them close more deals, more profitably. Brokerages do this with RealScout’s industry-best listing alert and home search experience which ensures that brokers and their agents stay central to the real estate transaction. RealScout is funded by DCM and Formation 8, and is a graduate of the NAR REach® program.


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Keith Altman


Keith joined Contactually as their VP of Sales leading the organization that educates brokerages on the positive effects of implementing a Relationship Intelligence Platform for achieving both revenue and recruiting/retention goals. He brings over 25 years of experience in assisting a variety of Enterprise clients around the globe in taking their first step in providing an automated journey in becoming more efficient and differentiate themselves among their competitors. He is a father of 10 year old twins and recently moved his family to the Washington DC area from Melbourne FL.


Brian Cooley


Brian Cooley, along with his brother Colin, founded Wicked+, a creative and communications agency based in Hermosa Beach, CA that excels in the art of branding and marketing luxury real estate properties, maximizing demand and commanding above market prices. Over the past six years alone, Wicked+ has been involved with marketing and publicizing $7 billion in high-end luxury residential sales and more than $650 million in new development sales across the U.S., Mexico and the Caribbean.

Before founding Wicked+, Brian was an advertising executive and a Series 7 and Series 52 licensed stock broker and municipal bond trader. Along with his brother Colin, Brian also owns two retail boutiques in Hermosa Beach, CA, which evolved from their agency storefront and landed the brothers on the cover of Entrepreneur Magazine in 2014.

Brian has been married to his wife, Erika, for 15 years. They have an 11-year-old son, Rider.

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Laurie minges Thornhill

dunes properties

Charleston, South Carolina

Laurie has been a broker in the luxury real estate market in Charleston, SC for 20 years and prior to that 10 years experience working in the Columbia, SC luxury market. She was the leading onsite sales person for the nationally acclaimed I’On neotraditional neighborhood. In 2005, Laurie and Chris Anderson left I’On and formed Places, a boutique real estate firm that focused on luxury and customer service. In September of 2016, Places Real Estate merged with Dunes Properties bringing 15 agents to the company. Laurie has always had a grass roots approach to marketing and sales. Over 40% of her business is repeat clients or referrals. She has closed over $21 million in sales so far this year. She focuses on I’On, waterfront homes, and equestrian properties.




Higgins Group Real Estate

Fairfield, Connecticut

Rick Higgins is the Chairman and Founder of the Higgins Group, a residential real estate brokerage located throughout Fairfield County, Connecticut. Established in 1997, the company has grown from one office with one agent to 12 offices and almost 500+ agents.  A third generation broker, Mr. Higgins has 40 years of experience in the real estate industry as a builder/developer of over 250 luxury homes in the tri-state area and as a practicing real estate attorney. A dedicated family man, he resides in Greenfield Hill with his wife and their children.


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Higgins Group Real Estate

Fairfield, Connecticut

Richard Higgins Jr for all practical purposes has been in the real estate business all of his life. He is the fourth generation in the Higgins Family to make this his vocation. Born in Ridgewood, New Jersey and raised in Fairfield, Connecticut. He received his real estate license at the age of eighteen and is licensed in three states, Florida, New York & Connecticut . Richard is the Managing Director of the Higgins Group and head of the Higgins 'Millennial' Team focusing on a elevating a new generation of agents in the industry.


James nunemacher

Vanguard Properties 

San Francisco, California

James began selling Real Estate in 1986 and he quickly became a top San Francisco Sales Producer. That same year he founded Vanguard Properties. Under his leadership and standards of excellence, it has grown to be one of the most innovative boutique real estate firms in California.

He now directs a team of over 400 talented agents and marketing professionals in 11 offices in San Francisco, Marin and Sonoma Counties, and Palm Springs who have generated more than $10 Billion dollars in home sales. Vanguard Properties’ success has established James as one of the most visionary and respected business leaders in the real estate industry today.

An intensely goal-oriented individual, James is exhilarated by the pursuit of client satisfaction, and is dedicated to providing buyers and sellers with unparalleled market insight and a higher level of personalized service. He consistently ranks within the Top 1% of Real Estate Sales in San Francisco and in California.

James credits his early success to the guidance he received from trusted and seasoned colleagues, and he’s instilled these values of collaboration, mentorship, and education into the dynamic company culture he’s created at Vanguard Properties. Every Vanguard agent is provided with ongoing training, the most current market information, and up-to-date technology so that they can deliver a consistently outstanding real estate experience to their clients.

Through his creative marketing savvy, James recognizes the importance of presenting every property to its best advantage. As a result, Vanguard’s fresh and unique approach to real estate marketing has transformed how homes are bought and sold. With an in-house team of talented photographers, graphic designers and web developers, Vanguard Properties has earned a reputation for the finest and most effective real estate marketing.

James is a member of the Real Estate Round Table, as well as the San Francisco Association of Realtors. Originally from Ohio, he earned his Bachelor’s degree in Biochemistry at UC Berkeley.



Paula Gold-Nocella

Vanguard Properties 

San Francisco, California

Paula’s dynamic energy, vast understanding of the real estate process, and her genuine enthusiasm for helping agents achieve their goals has distinguished her as one of the most forward thinking leaders in the industry today. As an ‘Agent’s Manager’ she is keenly aware of the many the roles, responsibilities and relationships that agents need to master in order to be successful. She believes on-going knowledge is the key to professionalism and her leadership includes a strong educational path. Always available to provide her agents with guidance and information, she also offers ongoing workshops, trainings, and resources to hone their realtor skills and support their career development.

Paula joined Vanguard Properties in 2009 as Managing Broker. She has been instrumental in attracting Top Producers, seasoned professionals and newly licensed agents to Vanguard, playing a pivotal role in the firm’s expansion to now include over 400 licensed agents in 10 offices and 4 regions in California.

Paula began her real estate career in Miami, Florida. In 1987 and relocated to San Francisco in 1990 where she rose to be a Top Producing Realtor, first at Hartford Properties and then at Pacific Union Real Estate. In 2003 Paula became the Managing Broker for Prudential California Realty, where she built its Sebastopol location in Sonoma County to 3 offices and 65 agents and more than doubled its sales volume.

Paula’s leadership includes a deep commitment to serving her professional community. She currently serves as on the Board the San Francisco Board of Realtors. Since 2003 she has served as a Director for CAR for the North Bay Association of Realtors. Early in her career she was closely involved with the San Francisco Chapter of Woman's Council of Realtors, holding the positions of Treasurer, Vice President and President from 1990 to 1996. Together with the San Francisco Association of Realtors, the organization hosted numerous fundraisers and events, donating thousands of dollars to local charities and offering a multitude of educational classes to the real estate community.



Carl Timothy 

Timothy Real Estate Group

Puerto Vallarta, Mexico

Carl Timothy, President and Founder of Timothy Real Estate Group, began his career in Park City, Utah as a Director of Sales for Sweetwater Realty. He then moved to Beverly Hills, California where he was among the top producing agents with Prudential Realty in the United States. Carl fell in love with Puerto Vallarta and moved there in 1999. Today, Timothy Real Estate Group is the #1 Selling and Listing agency in Puerto Vallarta and the Riviera Nayarit, exclusively representing some of the most prestigious developments and special portfolio properties in the Bay of Banderas.


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Taniel Chemsian

Timothy Real Estate Group

Puerto Vallarta, Mexico

Taniel Chemsian is the Senior Sales Associate at Timothy Real Estate Group. He began his real estate career with the firm in 2006 and quickly rose the ranks to become one of the top producing agents in Puerto Vallarta and Banderas Bay. His strong market presence and track record  did not go unnoticed by the producers of HGTV’s popular real estate series ‘House Hunters International’, where he has been featured more times than any other agent in North America.  He’s also become a featured blogger on the international site The Huffington Post


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Teri Adler

Pinnacle Residential Properties 

Wellesley, Massachusetts

Teri Adler is a top realtor in the Weston and Wellesley Massachusetts markets, and works at Pinnacle Residential Properties, a private firm located in Wellesley, a suburb 13 miles outside of Boston. Teri is entering her 10th year as the top broker at Pinnacle and ranks among the top in the state.

Teri has worked in real estate for 11 years and before that was a television anchor and reporter at stations throughout New England. She was last at WHDH-TV in Boston before she left to pursue her career in real estate.

Teri earned her MBA from Babson College and her undergraduate degree from Lafayette College in Easton Pennsylvania. She lives in Wellesley with her three daughters and husband and dog Millie. Teri loves all things having to do with interior and fashion design and contributes a lot of time and support to many organizations that support children.


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Valerie Mitchener

HM Properties

Charlotte, North Carolina

Valerie was born in Philadelphia, Pennsylvania, and spent most of her childhood in New Jersey before relocating to North Carolina in 1986. She graduated with honors from UNC Chapel Hill with a Bachelor of Arts in English. Prior to her real estate career she owned a company called TextWorks which provided documentation and training materials for the banking industry. She sold this company in 1998, embarked on her career in real estate and quickly became a consistent Top Producer.

In August 2006, Valerie decided to turn her dream of owning her own real estate company into a reality and founded HM Properties. The company began as a small boutique agency with six agents and has grown to be an award-winning real estate agency with over 65 agents and 10 full-time staff. It is located off Fairview Road in the heart of SouthPark.

Early in 2014, Valerie was one of the founders of the Yes I Can Play Foundation, a local non-profit that believes all children should be able to play sports. They raise funds to help children participate in youth sports programs.

Valerie and her husband, Joe Pellegrini, married in 2011 and live in the Foxcroft neighborhood with their four boys: Calvin (21); Spencer (18); Joey (17) and Nicky (14). Joe is a Managing Director for Robert W. Baird. Valerie’s interests include traveling, writing, and watching professional sports. A season ticket holder of Hornets and Panthers, she enjoys attending these games and spending quality time with her family and Bailey, their German Shepherd.


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Lisa Rhead

HM Properties 

Charlotte, North Carolina

Lisa Rhead is the Director of Relocation and Corporate Services for HM Properties. With nearly 20 years of experience in residential and corporate relocation, she is responsible for business development initiatives for the HM Properties' sales team and management of the Relocation Department. In addition to providing real estate and relocation solutions to individuals, corporations and relocation management companies, she oversees the relocation training of agents to maintain HM's relocation accreditation status and updates on best practices and current trends in the industry.

Lisa began her relocation career in 1995 with a local real estate firm in Charlotte, NC. Lisa's relocation experience also includes, a background in Corporate Relocation where she was involved with group moves, international relocation assignments and corporate relocation policy management. Lisa's extensive experience from both sides of the relocation sectors gives her a well-rounded knowledge of the relocation process and makes her a valuable asset to our corporate clients.

Rhead is a Certified Relocation Professional (CRP). She has also served two terms as president of the Charlotte Metro Relocation Director's Council (CMARC), as well as four years on its board of advisers and one term as a program committee chairman. She is also a member of the Relocation Director's Council (RDC) and the Worldwide Employee Relocation Council (WERC).

Lisa and her husband Mike have two children, Savannah and Bryce. The entire family enjoys traveling together and love going to cheer on the Carolina Panthers & the Charlotte Hornets!


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New York, NY

Recognized domestically and internationally as an industry leader, Tony Sargent has sold over $330 million in Manhattan property, many at record prices. He has been ranked in the top 1% - 3% as a broker in Manhattan and the U.S. since 2003, and was recognized as “The Best Broker Seen on HGTV’s Selling New York” by Curbed in 2013.

A luxury marketing specialist, Tony’s ability to rapidly identify the key selling features of a home while mitigating any weaknesses empowers his sellers to hit the market with maximum showing potential, and repeatedly enables him to deliver record results. His sellers are drawn to his unique ability to combine financial savvy with creative custom online marketing strategies, deliveringelevated levels of first and second appointments. His innate eye for design helps him prepare his clients’ properties strategically for the market, increasing the selling price and decreasing time on the market. In 2012, he won the “Best Innovative Marketing” distinction on HGTV’s Selling New York.

Buyers who choose to work exclusively with Tony discover that they find their dream home sooner than expected due to his seamless matching of their needs and his unparalleled market and inventory knowledge, all while receiving his full attention. His reputation and solid network of real estate professionals empowers his clients to have the highest level of representation on both sides of the deal. His high level of repeat clients and referral rate is a testament to his exceptional level of service and expertise.

Raised multi-culturally in Kenya, Switzerland, Norway and the U.K. provided him with unique insight into his clients’ desire to move and helping him guide them smoothly through any challenges they may face. Tony has called New York home for over 30 years. He has advised many internationally-based clients on buying or selling New York real estate and is closely connected to a global network of top realtors and influencers. He is fluent in German, French, Armenian and Norwegian.

He is a business graduate of Carnegie Mellon University, a globally sought-after public speaker, as well as a published photographer and painter.


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Patrick Ryan

Related Realty

Chicago, IL

Patrick Ryan is Senior Vice President of Related Realty, the residential brokerage division of Related Midwest, an affiliate and key component of The Related Companies, the most prominent privately owned real estate firm in the U.S.  In his leadership role he oversees the day-to-day operations, Broker management, and recruitment to grow the boutique brokerage in line with Related’s global, multibillion-dollar real estate platform.

During his 14 years in real estate he has served as a developer representative and consumer adviser achieving Top 5% in volume amongst his Realtor peers, numerous Top Producer awards from the Chicago Association of Realtors, and an Outstanding Achievement Award by The Institute for Luxury Home Marketing.  Prior to real estate Patrick honed his sales and negotiation skills in the transportation, pharmaceutical and technology industries.  The combined knowledge and achievement from these multiple fields make him uniquely qualified to lead Related Realty.

Patrick earned his Bachelor's degree in Economics from Indiana University at Bloomington and has called Chicago home since 1995.  Living in the Bucktown neighborhood with his wife and 2 daughters, he is actively involved with Lurie Children’s Hospital, on the planning committee of Lurie Children’s Cardiac Center Annual BBQ, as well as active partner with Give Back Homes, and Cycle for Survival.  He is an avid cyclist, accomplished traveler, and continuous learner.



David Bean

Den Property Group

Austin, Texas

David has tailored both his academic and professional career to follow his true passion for real estate. He is a graduate of The University of Texas at Austin with a B.A. in Economics & Urban Studies and has also obtained a Master's degree from the School of Architecture. After working in real estate development in Central Texas for multiple years, he decided to move to Washington, DC to further his education at Georgetown University. While in DC, he quickly became a top Realtor® and completed numerous residential and commercial transactions. As a native Texan, David has returned to Austin and continues to strive to meet his client’s needs with any real estate transaction. David has been with DEN Property Group since 2014 and holds the title of Senior Associate. He also currently serves on the board of the Austin Young Chamber of Commerce. When he is not busy working or volunteering, you can probably find David running on Austin's Hike and Bike Trail or at a local music venue.



Stephen Zoukis

Raven Cliff Company

Sullivan's Island, South Carolina

Stephen Zoukis was born in Montpelier, Vermont and describes himself as an Army brat, attending a dozen different public schools before graduating with honors from the University of Virginia’s School of Engineering in 1971 and Columbia University’s School of Law in 1974.

He practiced law in Atlanta for 20 years, then led the U.S. operations as a partner in the real estate company Jamestown for a dozen years before moving to the Charleston area in 2006.

His company is called Raven Cliff Company, named after Raven Cliff Falls in South Carolina’s Mountain Bridge Wilderness Area. The company redevelops industrial properties on the peninsula above the Crosstown, primarily as office space, but also for food and beverage use. The company has approximately 220,000 square feet of space in the Half Mile North and Pacific Box + Crate projects.

Zoukis lives on Sullivan’s Island with his wife Suzan and grandson James.

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Buzz MacWilliam

Alex MacWilliam Real Estate

Vero Beach, Florida

The MacWilliam family’s deep-rooted history in Vero Beach, Florida began in the 1920’s when Alex MacWilliam Senior moved to there to oversee the construction of “Riomar” an upscale, oceanfront community and then later served as mayor for over 20 years.  Then, in 1949, Alex MacWilliam Real Estate opened for business by his son Alex MacWilliam, Junior as one of only four realty firms in all Indian River County, Florida.

Fast forward 32 years and in 1981, Alex “Buzz” MacWilliam, III became the company’s new leader after graduating from the University of Florida in 1980 with a Political Science degree thinking that he would become a lawyer.  When his father asked if he would be interested in joining him in his real estate business instead of law school, it took just 24 hours to say yes.

Today, Alex MacWilliam Real Estate is an iconic, 68-year old Vero Beach business where “Buzz” oversees 70 agents across three offices, while proudly maintaining their family-style business feel and consistently keeping up with new technology and trends with the help of HIS son Alex MacWilliam, IV.  Yes, the legacy continues.  Their long history provides clients a unique perspective and expertise on the local real estate market and has earned them a reputation as “The Trusted Name in Real Estate Since 1949.”

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Charlotte Terry

Alex MacWilliam Real Estate

Vero Beach, Florida

Charlotte Terry is a renowned top producer in Indian River County, one of the wealthiest counties in the nation. As a fourth generation Floridian, she has lived in Vero Beach for over 50 years. After twenty years of owning her own company, in 2009 Charlotte merged her business with Alex MacWilliam Real Estate, Inc., the oldest real estate company in Vero Beach. As an avid naturalist and activist, she is more than a presence on the real estate scene, she is a fixture in the community's vibrant cultural and environmental life.

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Keith Renner

Nectar Real Estate 

Celebration, Florida

Working in a boutique firm such as Nectar gives me the opportunity to offer a unique experience for my clients. I believe the relationship between myself and a client has to have open communication and honesty in order to be successful. One of my strengths is creating a unique and tailored buying or selling experience for every client.

After graduating from Seton Hall Prep in West Orange NJ I attended West Virginia University and graduated with a BSLA in Landscape Architecture and a minor in communications. I worked in the landscape architectural/planning profession for 6 years where I worked on a considerable amount of projects, many in the Central Florida region. 

If you are looking for an agency that will listen to your needs, understands local market conditions, understands the financial goals of clients then look no further. I look forward to working with you.

Check back for updates on speakers who will be attending the Leverage retreat.