AGENDA

​

The NAREIM Capital Raising & Investor Relations Committee is working on the 2024 meeting content. Stay tuned for details and updates below. 

​​

​

Wednesday, December 4​

​

• Location: Banger's Sausage House & Beer Garden, 79 Rainey St, Austin, TX 78701

• Time: 6-9pm CT 

​​

​

Thursday, December 5

​

8am Breakfast

​

8:50am Welcome comments & NAREIM Capital Raising & Investor Relations committee update

NAREIM's Capital Raising & Investor Relations Committee co-chairs will provide a short update on the industry, as well as key issues to be addressed through the following peer discussions.​​​​​

​​​

• Co-Chair: Reza Basharzad, Managing Director, Clarion Partners 

• Co-Chair: Sayuri Khandavilli, Managing Director, Real Estate Specialist, Nuveen Real Estate 

• NAREIM: IvyLee Rosario, Head of Programs​

​​

9am Best practices for the future of Capital Raising: How do I keep my job relevant?

​

Session leaders:

• Sayuri Khandavilli, Managing Director, Real Estate Specialist, Nuveen Real Estate 

• Ben Meltzer, Senior Vice President, Client Advisor, Voya Investment Management 

​​

10.15am Break 

​

10.30am Alternative sources of capital

​

Session leaders:

• Ashley Caldis, Senior Vice President, Investor Solutions, Blue Vista Capital Management

• Michelle Johnstone, Managing Director, Investor Relations, National Real Estate Advisors 

 

11.30am Break

 

11.45am Strategies for side letter negotiations: The devil's in the details!

This session will feature an overview of key side letter considerations by a subject matter expert, followed by small group discussions regarding requirements, clauses, special reporting, challenges and more.

​

Session leaders:

• Ben Lathrop, Senior Vice President, Director of Business Development & Client Services, Real Estate, Bailard Inc. 

• Tyler Scheppmann, Senior Vice President, Investor Relations. Dermody Properties 

Speaker: 

• Kelly Ryan, Partner, Kirkland & Ellis 

 

12.30pm Lunch 

​

1.30pm The power of marketing: How to design a better pitch

​

Session leaders:

• Christie Philbrick-Wheaton, Senior Director, Business Development, New York Life Real Estate Advisors

• Eileen Clifford, Senior Sales Manager, Yardi Systems

Speaker: 

• Michelle Johnstone, Managing Director, Investor Relations, National Real Estate Advisors 

​

2.30pm Break

​

2.45pm LP rapid-fire panel

​

Session leaders:

• Reza Basharzad, Managing Director, Clarion Partners 

• Sayuri Khandavilli, Managing Director, Real Estate Specialist, Nuveen Real Estate 

​

4pm End of meeting​​​​​​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​