agenda

​

wednesday, December 6

​

Attendees are invited to reconnect with peers and create new connections at our networking dinner in downtown Manhattan. 

​

• Location: Networking Dinner at Harry's, 1 Hanover Square, New York, NY ​

• Time: 6pm-9pm ET

​

thurSDAY, December 7

​

8am Breakfast

​

8.50am Welcome comments & NAREIM Capital Raising & Investor Relations committee update

NAREIM Capital Raising & Investor Relations committee members will provide a short update on the industry, as well as key issues to be addressed through the following peer discussions.​​​​

​

• Chair: Michelle Wells, Managing Partner, Waterton 

• Co-Chair: Scott Arden, Managing Director, Sentinel Real Estate 

• NAREIM: IvyLee Rosario, Meeting Director

​

9am Politicizing ESG: How are you balancing the tightrope?

Exploring the gap between expectations and understanding when it comes to dealing with ESG-related matters, taking a deep dive into the data behind it. 

​

• ​Speakers:

  • Jennie Morawetz, Partner, ESG & Impact, Kirkland & Ellis LLP

  • ​Sayuri Khandavilli, Vice President, Real Estate Specialist, Nuveen Real Estate

  • Michelle Wells, Managing Partner, Waterton 

​

Issues to be raised include:

• What's being tackled from the investor perspective?

• Is ESG important to investors? 

• What's the difference in view from inside vs. outside the U.S.?

 

• Format: Short presentation, small-group roundtable exercise and whole-room best practices sharing. - 1 hour 

​

10am Break

 

10.15am Raising capital from non-institutional sources

Workshopping the best approaches for fundraising, where the biggest obstacles are and what you should know going forward. 

​

• ​Session leaders:

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

  • Brandon Sedloff, Managing Partner & Senior Vice President, Juniper Square

• Speaker:

  • Athena Ole, Managing Director, Alternative Investments, JP Morgan Chase​

 

• Format: Small-group roundtable exercise and whole-room best practices sharing. - 45 mins

​

11am Break

​

11.15am How to launch a DC product

Managers share a realtime pulse of the DC market, as well as how to understand DC real estate appetite and manager considerations to get started. 

​

• Moderator:

  • Jani Venter, Head of Defined Contribution Real Estate Solutions, J.P. Morgan Asset Management ​

• Speakers:

  • Kevin Walsh, Principal, Groom Law Group

  • Greg Jenkins, Managing Director - Head of Institutional Defined Contribution, Invesco​

​

• Format: Short presentation, small-group roundtable exercise and whole-room Q&A. - 45 mins

​

12pm Lunch

​

1pm What's on your mind?

NAREIM members' open-mic session to exchange best practices, challenges faced and lessons being learned.​​

 

• ​Speakers:

  • ​Reza Basharzad, Managing Director, Clarion Partners

  • Scott Arden, Managing Director, Sentinel Real Estate 

​

• Format: Whole-room best practices sharing. - 45 min

 

1.45pm Break

​

2pm Professional development workshop: What are the skill sets needed for the future of fundraising? 

Roundtable exercises on two segments discussing the attractiveness of capital raising roles in the future: recruitment and training; networking and conferences strategies. 

​

• Speakers: ​

  • Marcus Berry, Head of Investor Relations, TA Realty 

  • Michelle Wells, Managing Partner, Waterton 

​

Issues to be raised include:

 

• How has the role of a capital raiser changed over the years?

• What skillset is needed to exceed in the capital raising space?

• What are the key conferences and events to attend?

  • What types of investors are there?

  • How do you find LPs?

​

• Format: Small-group roundtable exercise and whole-room best practices sharing. - 1.5 hours

​

3.30pm Break

 

3.45pm LP Rapid Fire: The latest investment trends

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 leader: ​

  • Scott Arden, Managing Director, Sentinel Real Estate 

• Speakers:

  • Danita Johnson, Managing Director - Real Assets, Maryland State Retirement and Pension System

  • Shawn Veldhouse, Deputy Director of Real Estate Investments, New York State Common Retirement Fund

  • Adam Berkowitz, Managing Director, Head of Real Assets, Prudential Financial 

​

• Format: Whole-room Q&A. - 45 mins 

​

4.30pm End of meeting ​​​​