Attendance limits: Please note, owing to demand and space constraints, no more than two attendees will be allowed per investment manager or underwriting member.
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Registration fee: $775
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meeting schedule
Wednesday, December 4: Networking dinner ​
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6pm: Banger's Sausage House & Beer Garden, 79 Rainey St, Austin, TX 78701
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Thursday, December 5: Meeting
Location: Principal Asset Management, 500 W 2nd Street, Austin, TX 78701
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8am: Breakfast
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9am: Meeting content, roundtables, workshops
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4pm: End of meeting
AGENDA
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The NAREIM Capital Raising & Investor Relations Committee is working on the 2024 meeting content. Stay tuned for details and updates below.
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Wednesday, December 4​
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Location: Banger's Sausage House & Beer Garden, 79 Rainey St, Austin, TX 78701
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Time: 6-9pm CT
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Thursday, December 5
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8am Breakfast
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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.​​​​​
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Co-Chair: Reza Basharzad, Managing Director, Clarion Partners
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Co-Chair: Sayuri Khandavilli, Managing Director, Real Estate Specialist, Nuveen Real Estate
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NAREIM: IvyLee Rosario, Head of Programs​
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9am Best practices for the future of Capital Raising: How do I keep my job relevant?
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Session leaders:
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Sayuri Khandavilli, Managing Director, Real Estate Specialist, Nuveen Real Estate
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Ben Meltzer, Senior Vice President, Client Advisor, Voya Investment Management
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10.15am Break
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10.30am Alternative sources of capital
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Session leaders:
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Ashley Caldis, Senior Vice President, Investor Solutions, Blue Vista Capital Management
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Michelle Johnstone, Managing Director, Investor Relations, National Real Estate Advisors
11.30am Break
11.45am Strategies for side letter negotiations
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Session leaders:
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Ben Lathrop, Senior Vice President, Director of Business Development & Client Services, Real Estate, Bailard Inc.
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Tyler Scheppmann, Senior Vice President, Investor Relations. Dermody Properties
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12.30pm Lunch
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1.30pm The power of marketing: How to design a better pitch
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Session leaders:
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Christie Philbrick-Wheaton, Senior Director, Business Development, New York Life Real Estate Advisors
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Eileen Clifford, Senior Sales Manager, Yardi Systems
Speaker:
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Michelle Johnstone, Managing Director, Investor Relations, National Real Estate Advisors
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2.30pm Break
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2.45pm LP rapid-fire panel
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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
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4pm End of meeting​​​​​​
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Pictures from the Capital Raising
& IR meeting, 2022
Location
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Principal Asset Management
500 W 2nd Street
Austin, TX 78701
NAREIM does not have a hotel room block for the Capital Raising & IR Meeting. Below are some nearby hotels.
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Canopy by Hilton Austin Downtown
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2024 pLanning committee members
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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.