AGENDA​

 

The NAREIM Asset Management Committee is hard at work putting together an interactive agenda. Continue checking back below for more details.   ​

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Tuesday, June 3​

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Attendees are invited to reconnect with peers and create new connections at our networking reception in NYC.

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• Location: The Smith, 1150 Broadway – 27th Street and Broadway, New York, New York  10001 

• Time:  6:00pm-9:00pm ET

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Wednesday, june 4

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8:00am Breakfast 

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8:50am Welcome comments & NAREIM Asset Management committee update 

NAREIM's Asset Management committee co-chairs will provide a short update on the industry, as well as key issues to be addressed through the following peer discussions.​​​​

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Co-Chairs:

• Haley Donato, Senior Vice President, Asset Management & Finance, Continental Realty Corporation

• Eric Lind, Managing Director, PCCP

 

NAREIM:

• Marynia Kruk, Meeting Producer​​

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​9:00am From Acquisition to Disposition: Opportunities, Challenges & Foundational Work

As an asset manager, are you responsible for writing a business plan for the new investment? What format do you use and how often is the business plan recast? How do you determine when to sell and what does that formal process look like? Through whole-room discussion guided by live polling, attendees will share what’s working and what’s not throughout an acquisition-and-disposition life cycle.

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​​​Session Leaders:

• Bryan Vrba, Executive Vice President, Asset Management, Blue Vista Capital Partners

• Eric Lind, Managing Director, PCCP​

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10:00am Break

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​10:15am Multifamily Rents: Leveraging Manual & Augmented Intelligence Pricing

Learn about alternatives to third-party multifamily pricing software. In this session, NAREIM members will share two case studies on how their firms leverage combinations of technology with human know-how to create pricing models that are more resilient in today’s market.

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​​​Session Leaders:

• Anil Erdem, Managing Director, BGO 

• Harold Mesa, Investment Manager, GSA Group

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11:15am Break

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​11:30am Investor Reporting: A Deep Dive Into Process, Content, Cadence & Roles 

​In today’s evolving capital markets, investor expectations around transparency and reporting have never been higher. This session will dive into internal workflows between asset management and capital raising teams, discuss the degree of investor-specific customization, and examine how market conditions and regulatory shifts have influenced the scope of reporting.

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​​​Session Leaders:

• Haley Donato, Senior Vice President, Asset Management & Finance, Continental Realty Corporation

• Joseph Mancuso, Head of Commercial Asset Management, CBRE Investment Management

• Cory Saunders, Head of Investments and Portfolio Manager, Fidelity Investments​​​​​​

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12:30pm Lunch

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​1:30pm Tech Stack & AI: Practical Applications

​What technological tool has your firm implemented that didn’t deliver and why? How do you vet new tech? This session examines real-world implementations of CRE-focused software, workflow automation, and AI, through case studies and peer-led discussion. 

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​​​Session Leaders:

• Tony Liou, Co-Founder and President, Partner Energy

• Sean Daly, Executive Vice President, American Realty Advisors

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2:30pm Break

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​2:45pm Strategies for Working With Lenders

How are NAREIM members approaching the quickly evolving debt markets? What are the best strategies for borrowers and lenders to collaborate on loan modifications? How is the current volatility impacting your broader business strategies? How are lenders approaching cash out refinance requests? This discussion aims to give attendees the chance to hear directly from lenders and asset managers on how best to approach the current lending and business environments.

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Moderator:

• Nicole Brickhouse, Director of Capital Markets, Continental Realty Corporation

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Speakers:

• Tiffany Theriault, Managing Director, Real Assets, Apollo Global Management

• Elliot Pessis, Managing Director and Head of Senior Housing Asset Management North America, Harrison Street Real Estate

• Chiara Carter, Head of Credit Originations Real Estate Banking, JPMorgan Chase & Co.

• Katherine Canning Winter, Managing Director, Head of Real Estate Asset Management, East & Central US, Manulife Investment Management​

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3:45pm End of meeting