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 3: Networking Dinner
Location: TBD, Chicago
Thursday, December 4: Meeting
Location: 200 West Madison Street, 4th Floor, Chicago, IL 60606
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8:00am: Breakfast
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9:00am: Meeting content, roundtables, workshops
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4:00pm: End of meeting
AGENDA
The NAREIM Capital Raising & Investor Relations Committee is hard at work putting together a robust and interactive agenda. Check back here for more details.
Wednesday, December 3
Attendees are invited to reconnect with peers and create new connections at our networking dinner.
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Location: TBD, Chicago
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Time: 6:00-9:00pm ET
thursday, December 4
8:00am 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-Chairs:
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Reza Basharzad, Managing Director, Clarion Partners
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Sayuri Khandavilli, Managing Director, Real Estate Specialist, Nuveen Real Estate
NAREIM:
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Marynia Kruk, Meeting Producer
8:55am Attendee Introductions
To help facilitate connections, each attendee will be invited to briefly introduce themselves by stating their name and the organization they represent.
9:00am What's On Your Mind
Open mic forum for attendees to discuss timely issues with their peers.
Session Leaders:
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Reza Basharzad, Managing Director, Clarion Partners
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Sayuri Khandavilli, Managing Director, Real Estate Specialist, Nuveen Real Estate
9:45:am Break
10:00am New Horizons Part 1: What it Takes to Raise Capital Across Borders
This roundtable explores the realities of raising capital abroad, with a focus on strategies, structures, and positioning, in the context of an evolving macroeconomic and geopolitical backdrop. Hear real-world lessons learned and data-driven insights into sovereign wealth funds, pensions, insurers, and other international investors. Attendees will leave with practical takeaways on engaging foreign capital and how to authentically localize their own global fundraising approach.
Session Leader:
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Rick Ertmann, Vice President, AEW Capital Management
11:00am New Horizons Part 2: What We Wish We Knew About Accessing Retail Capital
Session Leaders:
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Andrea Juda, Vice President, Marketing & Due Diligence, Prologis
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Lisa Beeson, Principal & Chief Operating Officer, The CenterCap Group
Speakers:
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Josh Kane, Senior Account Executive, Assistant Portfolio Manager, Clarion Partners
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Ali Winrow, Product Specialist, Private Wealth Distribution, Client Capital Management, Clarion Partners
11:30am Break
11:45am Role Clarity & Team Structure
Session Leaders:
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Samantha Fonda, Vice President, Investor Relations & Capital Formation, Dermody
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Shauna Dills, Managing Director, Principal Real Estate
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Kait Furey, Senior Vice President, Torchlight Investors
12:45pm Lunch
1:45pm Capital Gains & Pains: Lessons from the Field
Session Leaders:
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Christie Philbrick-Wheaton, Senior Director, Business Development, New York Life Real Estate Investors
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Andrew Knox, Managing Director, Head of Capital Formation, Pennybacker
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Victoria Hernandez, First Vice President, Sentinel Real Estate Corporation
2:45pm Break
3:00pm LP Rapid-Fire Panel
Session Leaders:
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Reza Basharzad, Managing Director, Clarion Partners
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Sayuri Khandavilli, Managing Director, Real Estate Specialist, Nuveen Real Estate
4:00pm End of meeting
Feedback & Pictures the 2024 Capital Raising
& Investor relations meeting
Applause! At almost all other conferences, even (and maybe especially so) in our subject matter expert areas, they will ‘drag’ at some point. In my experience over the past two years across several disciplines, this NEVER happens at [NAREIM] events. The day is instantly, effortlessly over with actionable insights despite sophisticated, deep-dive discussions and tactical workshopping on topical and relevant issues. We leave satisfied, feeling our time was incredibly well spent but also wanting more of this formula!
I love the small group discussions, the opportunities for ad hoc connection and the fact that the topics covered are different than what we hear about on other meetings.
Loved working with the committee and NAREIM team to create a day full of content that was approachable and valuable for peers of all experience levels at organizations big and small.
Appreciate the opportunity and the chance to be honest with our counterparts in the industry.
I loved the sessions [and] collaborating and getting to know people in small groups.
Even as a more seasoned real estate professional, I had takeaways from each of the individual sessions. I loved how candid and collaborative attendees were.
Location
200 West Madison Street
4th Floor
Chicago, IL 60606
NAREIM will not have a hotel room block for the Capital Raising & Investor Relations Meeting. The following hotels are located close to the meeting venue.
La Quinta Inn & Suites by Wyndham Chicago Downtown
The LaSalle Chicago, Autograph Collection
Canopy by Hilton Chicago Central Loop
Hyatt Centric The Loop Chicago
Residence Inn by Marriott Chicago Downtown/Loop
2025 committee members
Co-Chair: Reza Basharzad, Clarion Partners
Co-Chair: Sayuri Khandavilli, Nuveen Real Estate
Rick Ertmann III, AEW Capital Management
Michelle Johnstone, Cortland
Samantha Fonda, Dermody Properties
Jake Amorello, Juniper Square
Christie Philbrick-Wheaton, New York Life Real Estate Investors
Andrew Knox, Pennybacker
Heather Belfor, Prime Finance
Shauna Dills, Principal Real Estate
Andrea Juda, Prologis
Victoria Hernandez, Sentinel Real Estate Corporation
Lisa Beeson, The CenterCap Group
Kait Furey, Torchlight Investors
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.