Schedule subject to change.

Note: Meeting rooms may change, so please refer to the on-site program for final locations

1 results
Download Agenda Editable Agenda

Monday, March 25, 2019

  • CREF Track: Build vs. Buy: Realities and Trade-offs

    Location: Reunion Ballroom A,
    Lobby Level


    Suzy Bashore, Chief Information Officer, PGIM Real Estate Finance

    Aaron Perlis, Executive Vice President and Chief Technology Officer, Walker & Dunlop, LLC

    Robert Orkis, Principal, RKO Technical Services LLS

    Breakout Session,

    CREF Track

    Technology development often involves a choice between building technology and buying an “off-the-shelf” product. This session highlights key drivers of the build-or-buy decision and the opportunities, challenges and realities of build AND buy in today’s tech-driven firms.


    Suzy Bashore, Chief Information Officer, PGIM Real Estate Finance

    Suzy Bashore joined PGIM REF in 2004. In her current role as CIO of Information Technology, she is responsible for the organization’s technology strategy and business systems. Suzy’s team partners with the business to implement innovative technology solutions that streamline processes and digitally transform PGIM REF’s technology platform.  Suzy has over 25 years experience in the commercial mortgage servicing industry. Prior to joining PGIM REF, she held senior positions with Lend Lease Real Estate Investments, AMRESCO, and EY.

    Aaron Perlis, Executive Vice President and Chief Technology Officer, Walker & Dunlop, LLC

    Aaron J. Perlis, executive vice president and chief technology officer, joined Walker & Dunlop in 2002 as part of the Structured Finance and Equity team. In his current role, Mr. Perlis is responsible for the Company’s Information Technology department with a focus on the strategic implementation of new technologies across the Company and leveraging data to enhance all phases of the business. Mr. Perlis is also a member of the Company’s executive committee.  Prior to his current role, Mr. Perlis was responsible for Walker & Dunlop’s strategic business initiatives, including mergers and acquisitions, as well as new product development. Mr. Perlis was a member of the Company’s team responsible for the acquisition of certain assets from Column Guaranteed in 2009 and worked closely with senior management to successfully execute the Company’s initial public offering in December 2010, the acquisition of CWCapital’s Agency business, and several other acquisitions.  Previously, Mr. Perlis held various roles with the Company’s principal investments group and was responsible for the portfolio management of the group’s investments as well as the due diligence and financial analysis associated with the construction, mezzanine debt, and joint venture financing of investments and acquisitions made by the principal investments group. He has been involved in the acquisition, disposition, and financing of over $2.2 billion of commercial real estate transactions throughout the United States.

    Robert Orkis, Principal, RKO Technical Services LLS

    Bob is currently and Independent consultant covering in all aspects of Mortgage Technology.  Bob’s background includes almost 15 years with GE Capital with their mortgage insurance division.  After GE, Bob joined the mortgage division of Wachovia Bank in Winston Salem, NC as the SVP of Strategic Business Systems.  Following his time with Wachovia, Bob joined First Horizon Bank as the SVP of Servicing Technology.  As MetLife acquired the mortgage arm of First Horizon Bank, Bob joined MetLife in a lead technology role for the “new” MetLife Mortgage Company.  Before joining Fairway, Bob was most recently the CIO of Nationstar Mortgage where he saw the company double in size in less than two years.  Bob Orkis joined Fairway Independent Mortgage in October of 2012 as their new CIO through late 2017. In this role Bob he was responsible for all Information Technology at Fairway.

Our Sponsors