top of page

About Broker Symposium
2025

Discover Broker Symposium

The 2025 Broker Symposium marked the second year of our annual industry gathering, bringing together top commercial real estate professionals from across the Bay Area and beyond. Hosted at The Annex, 333 Market Street, San Francisco, this full-day event ran from 9 AM to 3 PM and explored strategies, insights, and innovations shaping the future of commercial real estate.

With engaging discussions, expert panels, and valuable networking opportunities, attendees left with actionable ideas to strengthen their business, expand their networks, and thrive in a changing market landscape.

Raffle Prize Winner

Beyond the 
Brokerage

The theme of this year’s event — Beyond the Brokerage — focused on how today’s CRE professionals can evolve beyond traditional deal-making to become trusted advisors, investors, and leaders in their communities.

Through a series of panel discussions and interactive sessions, our speakers shared their personal journeys, daily routines, business development strategies, and the lessons they’ve learned along the way. Topics ranged from market updates and alternative income streams to leadership, consulting, and adapting to shifts in interest rates, insurance, and multifamily investment climates.

Highlights included lively discussions on:

  • Building multiple income streams and consulting opportunities

  • Adjusting strategies in the face of rising interest rates and post-COVID trends

  • Insights from successful brokers on lead generation and client relationships

  • Practical advice for agents navigating today’s challenges

To cap off the day, attendees enjoyed raffle prizes including an Insta360 Gimbal, Apple AirPods, Beats Pro Headphones, a Travel Monitor, an Oura Ring, and a Meta Quest VR headset.

Meet the Organizers

Passion. Expertise. Dedication.

Aziz Khatri Profile Picture.png

Founder & Lead Mortgage Broker

Aziz Khatri

510-368-8347

  • LinkedIn
tony1802.png

Private Wealth Real Estate Consultant

Tony Rishell

  • LinkedIn
Screenshot 2026-01-09 at 11.36.30 AM.png

Operations & Design

Delilah Brown

  • LinkedIn

Panelists

Dedication. Expertise. Passion.

The 2025 CRE Symposium brought together an accomplished group of commercial real estate panelists representing key sectors of the industry. Through candid discussion and expert analysis, speakers addressed market trends, challenges, and opportunities shaping commercial real estate, drawing from their firsthand experience and deep industry knowledge.

Alicia-Shepherd.webp

Vice President of KW Commercial

Alicia Shepherd

  • LinkedIn
Rick+Cunningham+White+BG-f7c48d65-640w.webp

Owner | Operating Principal

Rick Cunningham

  • LinkedIn
steve-lee-752x752.jpg

 Global Real Estate Advisory

Steve Lee

  • LinkedIn
exceedce-patricia-lynn-bio-080b14369664545621392fda1d81e2fa.jpg

CRE Consulting

Patricia Lynn

  • LinkedIn
Matt-Hagar-1.jpg

Co-founder of AiCRE Partners

Matt Hagar

  • LinkedIn
1607659054244.jpg

Broker/Owner

Edward Pozzi

  • LinkedIn
chong-3052546-helensanjoseportrait058hs_1200xx1840-1380-0-0.jpg

Ultra Luxury Real Estate Advisor

Helen Chong

  • LinkedIn
eyJidWNrZXQiOiJidWlsZG91dC1wcm9kdWN0aW9uIiwia2V5IjoidXNlcnMvcHJvZmlsZV9waG90b3MvMDAwLzAyNy

Broker & Consultant

Ed Del Beccaro

  • LinkedIn
McGuire.jpg

Commercial Real Estate Banker

Cody Mcguire

  • LinkedIn

Prize Winners! 2025

Raffle Prize Winner

Andrea Ternes

Beats Pro

Raffle Prize Winner

Jennifer Rosdail

Travel Monitor

Raffle Prize Winner

Jasmine Ransom

Meta Quest VR

Raffle Prize Winner

Jonathan Ong

Insta 360 Gimbal

Raffle Prize Winner
Raffle Prize Winner

Nino Pascolati

Apple Airpods Pro

Edward Pozzi

Oura Ring

Sponsors for 2025 Symposium

Untitled design (2).png
Untitled design (4).png
Untitled design (1).png
Untitled design (7).png
Untitled design (3).png
Untitled design (8).png
bottom of page