Attendance limits: Please note, owing to demand and space constraints, no more than two attendees will be allowed per investment manager or underwriting member.
​
Registration fee: $775
​
meeting schedule
Wednesday, December 4: Networking dinner ​
-
6pm: Banger's Sausage House & Beer Garden, 79 Rainey St, Austin, TX 78701
​
Thursday, December 5: Meeting
Location: 500 W 2nd St, 14th Floor, Austin, TX 78701
-
8am: Breakfast
-
9am: Meeting content, roundtables, workshops
-
4pm: End of meeting
-
4.30pm: After meeting cocktail reception hosted by members of NAREIM
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?
​Join us as we debate attributes of a successful capital raiser from the lens of the past, present and future. This session will include trading best practices across improving training and skills, understanding paradigm shifts in sources of capital, unlocking mentorship and relationships, and navigating tech implementation.
​
Session leaders:
-
Reza Basharzad, Managing Director, Clarion Partners
-
Sayuri Khandavilli, Managing Director, Real Estate Specialist, Nuveen Real Estate
Speaker:
-
Leah Dillon, Chief Operating Officer and Head of Partner Engagement, Alliance Global Advisors
​
10.15am Break
​
10.30am Marketing, brand and the Capital Raising function: Best practices for making the magic happen
​Discuss a brand-forward approach to marketing, tips for ensuring your colleagues feel empowered to be brand ambassadors, leveraging AI in your marketing and capital raising functions and ways to measure results in a volatile market.
​
Session leaders:
-
Christie Philbrick-Wheaton, Senior Director, Business Development, New York Life Real Estate Investors
-
Eileen Clifford, Senior Sales Manager, Yardi Systems
Speaker:
-
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 Alternative sources of capital
​Insights from experts specializing in Taft-Hartley funds, high-net-worth individuals, and foreign capital. The discussion will highlight strategies for leveraging these diverse capital sources to fuel growth and innovation in real estate.
Session leaders:
-
Ashley Caldis, Senior Vice President, Investor Solutions, Blue Vista Capital Management
-
Michelle Johnstone, Managing Director, Investor Relations, National Real Estate Advisors
Speakers:
-
Brandy Carlson, Partner, Epic Advisory
-
Nicole Roman, Director, Investor Relations, National Real Estate Advisors
​
2.30pm Break
​
2.45pm LP rapid-fire panel
​Members will hear from LPs on what’s working, what’s not, where opportunities lie and what they foresee for the capital raising space.
​
Session leaders:
-
Reza Basharzad, Managing Director, Clarion Partners
-
Sayuri Khandavilli, Managing Director, Real Estate Specialist, Nuveen Real Estate
Speakers:
-
German Oteiza-Sepulveda, Investment Officer, Real Estate, Texas Permanent School Fund
-
Jennifer Wenzel, Director, Teacher Retirement System of Texas
​
3.45pm End of meeting​​​​​​
​
4.30-7.30pm: After meeting cocktail reception hosted by members of NAREIM
-
Location: Blue Room, W Austin, 200 Lavaca St, Austin, TX 78701
​
​
​
​
​
​
​
​
​
​
​
​
​
​
​
​
feedback & Pictures from the 2023 Capital Raising & Investor Relations meeting
"This was my first NAREIM event and I appreciated that other members in attendance were open to idea sharing and brainstorming on various initiatives in the industry. It was a great environment to learn and network."
​
"The content and level of collaboration for participants was wonderful. There was more interactive group work and sharing this and I found that incredibly valuable."
​
"NAREIM is THE organization for real estate investment managers!"
"Great candor and interaction. Fun to talk about the current issues and opportunities of our job in a more open and detailed way."
​
"NAREIM is such a wonderfully friendly environment! I sat with two people I didn't know at lunch and made fast friends with them. Looking forward to seeing them on the circuit!"
"The collaboration and think tank approach with peers. Invaluable!"​
Location​
500 W 2nd St
Austin, TX 78701
NAREIM does not have a hotel room block for the Capital Raising & IR Meeting. Below are some nearby hotels.
​
2024 pLanning committee members
​
Co-Chair: Reza Basharzad, Clarion Partners
Co-Chair: Sayuri Khandavilli, Nuveen Real Estate
Ben Lathrop, Bailard, Inc.
Ashley Caldis, Blue Vista Capital Partners
Tyler Scheppmann, Dermody Properties
Jeana Corker, MetLife Investment Management
Michelle Johnstone, National Real Estate Advisors
Christie Philbrick-Wheaton, New York Life Real Estate Investors
Ben Meltzer, Voya Investment Management
Eileen Clifford, Yardi Systems
Disclaimer: NAREIM meetings are open to NAREIM members only and their guests. For further information on attending meeting or other NAREIM discussions, please contact IvyLee Rosario, Head of Programs. 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.