Asset & Portfolio Management
Asset & Portfolio Management
Jun 09, 2022, 8:00 AM EDT
New York, NY

You attend meetings to network. At NAREIM, we honor the investment of your time by ensuring our networking, activities and content is focused on helping you build personal relationships with peers, who are facing the same challenges and opportunities as you. 

The NAREIM Asset & Portfolio Management meeting is just the place to build genuine relationships and friendships.


Small group discussions and roundtable sessions is the key to our content. We provide networking opportunities through content - and not just through breaks and lunches. Our focus is on friendship and discovering the personality behind the corporate name. And of course, NAREIM is about candid conversations. You come to NAREIM to learn - and share. NAREIM is about the sharing of best practice ideas, solutions, challenges and opinions. It's a place to explore new ideas among peers and friends. That will be no different in 2022.

As we work to develop our roundtable and group discussion content, we are committed to ensuring your time is well-spent. We invite you to come join fellow asset and portfolio management leaders.

Registration fee: $750

2022 agenda to be announced. Please check here for updates.​​

2021 Agenda

June 2, 2021

Morning session

11am-1pm ET


Portfolio strategy and execution post-2020: Retail & Office

How are you re-evaluating your portfolio strategies for the retail and office sectors, and what does that mean for deals, asset management and your pro forma? Through guest speakers, case studies and breakout sessions, we dive into the portfolio and asset management pivots post-Covid of the two sectors that saw significant impact from the pandemic – retail and office.

11am: Welcome comments

  • Chair of the NAREIM Asset & Portfolio Management committee: Shilp Shah, Assistant Portfolio Manager, Nuveen Real Estate

​​11.05am: Retail: The 2021 business plan

What does the new retail investment strategy look like? And what does that mean for legacy deals? How much op-ex and cap-ex will it take to reimagine retail post-Covid? Where will be demand for retail settle in five years?

  • Case study: William Gerrity, CEO, Gerrity Group

  • Followed by whole room Q&A on post-Covid retail strategies

11.45am: Office: The 2021 business plan

What do tenants really want? How is remote working expected to impact the demand – and use of – space over the next one to three years? We hear about tenants' return to office strategies, their space needs and appetite – and the role that real estate will play in their talent recruitment and retention strategies over the longer-term. Whole room Q&A with tenants and brokers.

  • Market overview: Peter Riguardi, Chairman and President, New York Region, JLL

  • Tenant perspective: Stacy Grubbs, Director of Workplace Delivery, Real Estate & Facilities, Oracle

  • Architect perspective: Marc Fairbrother, Vice President, and Dennis Gaffney, Principal, CallisonRTKL

12.30pm: Breakout room discussion: Office return, leases and valuations

Members are divided into three breakout groups to discuss one of the following challenges:

  • The realities of return for office tenants. What does re-entry look like? CAM reconciliations? What are your top 5 priorities for a summer return for tenants?

  • Office lease structures and embedding flexibility for tenants. What clauses are being introduced?

  • Office valuations over the next 12-36 months. How will managers think about TIs, cap-ex and values in the immediate post-Covid economy

Each breakout group will nominate a leader who will take notes and report on their roundtable conversations in a whole room feedback round after the breakout session. Video is highly recommended. 


1pm: Morning session concludes. Lunch

Afternoon session:

2pm-4pm ET

Net Zero. What does it mean? What does it cost? How do we get there?

The US has pledged to reduced greenhouse gas emissions by 50% within the next decade – and be net zero by 2050. Real estate will play a significant role in helping achieve that, and while some investment management firms are have started the journey on drafting and executing upon net zero policies – carbon neutrality is still far on the horizon for most. Through case studies, live polling and breakout group discussions, NAREIM members discuss strategies and best practices for execution on Net Zero and the integration of ESG across their organizations, policies and processes. 


2pm: Welcome comments.

  • Co-chair of the NAREIM Asset & Portfolio Management committee: Rob Naso, Head of Asset Management, BentallGreenOak


2.05pm: Net Zero – definitions, pledges and emerging strategies

How is Net Zero defined? What pledge are you signed up to? How many pledges are there? Which one is most valuable or most used? We dive into the current state of play for Net Zero strategies before discussing member case studies on execution.

  • Tema Yara Goodspeed, Vice President, Lord Green Strategies


2.25pm: Net Zero - moving from strategy to execution

How will Portfolio and Asset Managers get the job done without costing the Earth (and investor returns)? What are the potential pathways to achieving carbon neutrality? What are the costs? We present case studies along the Net Zero maturity curve - and what the next steps are, either in terms of planning how to build a strategy or how to execute and incentivize tenant behavior.


  • Hannah Tillmann, VP of Sustainability, Berkshire Residential Investments

  • Jim Landau, Head of ESG, MetLife Investment Management. 

  • Dana Schneider, SVP, Director of Energy and Sustainability, Empire State Realty Trust

Benchmarking the ESG-Portfolio Management-Asset Management integration

How firms are structured around ESG – and how is the portfolio management and asset management team supported when executing on ESG strategies? Through polling and breakout group conversations, members highlight their firm's  processes and policies for executing on ESG strategies, and discuss how peers are thinking about the ROI of ESG.


3.15pm: What does your team and process look like?

Live polling of attendees and feedback discussion


3.25pm: Breakout room discussion and reporting back

In breakout groups, members discuss the key challenges and priorities they are working on and dig deep into the real-time solutions and best practices. Questions include:

  • ESG assessment and execution. How is ESG supported within your organization in terms of committee/dedicated resources. Where does it work well, where is there room for improvement?

  • ESG performance and metrics. How are you scoring the performance of the ESG strategy currently? What metrics are you using and reporting on? Is there more to smart building tech than just energy savings? Can you quantify the impact of an improved GRESB score? 

  • ESG: Shifting the focus to S. Are you being to look to the Social aspect of ESG at the asset and portfolio-level? Where will your ESG work evolve and expand?


4pm: Concluding remarks

Note, the agenda is subject to change at any time



530 Fifth Avenue

New York, NY 10036


2021 committee members

Chair: Shilp Shah, Nuveen Real Estate

Co-chair: Rob Naso, BentallGreenOak

Co-chair: Chris Barbier, Yardi Systems


Committee members:

John Ockerbloom & John Kennedy, Barings Real Estate Advisors

Dara Friedman, BentallGreenOak

Allison McFaul, LaSalle Investment Management

Derrick McGavic, Newport Capital

Bob Geiger & Greg Souder, Partner Engineering and Science

Frank Garcia, PGIM Real Estate

Daryl Pitts, Pereview Software

Drew Stepanek, Stockbridge Capital

Brent McFerren, RealFoundations

Colin Kovas, RealPage

Past agendas

NAREIM meetings are open to NAREIM members only and their guests. For further information on attending meeting or other NAREIM discussions, please contact Zoe Hughes, CEO. Please note that any executive who is not a NAREIM member, guest of a member or working in the real estate investment management industry will not be admitted to NAREIM events. NAREIM reserves the right to decline any registration. By registering for NAREIM events, you are consenting to NAREIM’s privacy policy.