agenda

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The NAREIM Capital Raising & IR Planning Committee is hard at work developing a sophisticated and highly interactive agenda. Please keep checking here for updates. 

 

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wednesday, november 30

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Attendees are invited to reconnect with peers and create new connections while crafting a tasty meal in teams—with a bit of friendly competition thrown in.
 
We'll take over a private dining room and two test kitchens at ICE, the impressive culinary school overlooking the Hudson River in downtown Manhattan, from 5.30pm-9pm, as part of a fun, relaxed evening of networking to kick off the NAREIM Capital Raising & Investor Relations meeting in New York City.

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• Location: Institute of Culinary Education, 225 Liberty St, New York, NY 10281 (Brookfield Place)

• Time: 5.30pm-9pm ET

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thurSDAY, december 1

All times in ET

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8am: Breakfast

 

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

 

NAREIM Capital Raising & Investor Relations committee members will provide as context an update on initiatives underway and future plans, and the key issues to be addressed through the following peer discussions.​​​​

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

• Co-Chairs: Dermody Properties Partner, Chief Capital Officer Kathy Briscoe & SVP, Investor Relations Tyler Scheppmann

• NAREIM: Sanyu Kyeyune, Head of Programming

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9am ​Alternative Asset Allocations: Global economic outlook & sector-specific case studies

 

• Session leader:

  • Michelle Wells, Managing Partner, Capital Raising and Investor Relations, Waterton

• Speakers: ​

  • Roy Schneiderman, Principal, Bard Consulting

  • Kevin Fagan, Senior Director, Head of CRE Economic Analysis, Moody's Analytics

  • Kevin Higgins, Head of Real Estate, New Jersey Division of Investment 

 

Presentations: An economist, advisor and investor will share their market observations, what’s working and what’s not working when growing and scaling investments in alternative property sectors.

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Whole-room best practices sharing: During a whole room discussion, we will explore the following: 

 

• How do investors define an alternative asset class today?

• Which property subtypes qualify within the main product groups?

• For investors, what is must-have vs. nice-to-have data?

• How does your allocation protocol work?

• How are managers adjusting their pacing as they return to market, in order to hit their targets?

• Where is appetite as it relates to portfolio construction these days? 

• What are the most actionable strategies, and lessons learned?

 

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• Format: 30-min case studies plus 45-mins whole-room Q&A

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10.15am Investor Engagement: Data rooms and beyond!

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• Session leader: Michael O'Donoghue, Director of Capital Markets & Distribution, Alidade Capital

• Speakers:​

  • Brandon Sedloff, Managing Director, SVP, Juniper Square

  • Matt Malone, CEO, Privcap

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From online meetings, shared documents, video asset tours – the way investors conduct their due diligence, and in turn what strategies managers use the engage investors, has transformed. But what is expected of managers as we look to 2023 and beyond in terms of investor engagement? How much should you embrace video and interactive content? At what level do digital marketing materials become a competitive advantage – or disadvantage?
 

• Format: 45-mins innovation case studies and presentation, with Q&A throughout 

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11am: Break

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11.15am "What’s on your mind?" Live polling & group brainstorming activity​

 

 

• Session leaders:

  • Marty Alston, Managing Director, Brennan Investment Group

  • Scott Arden, Managing Director, Sentinel Real Estate

 

NAREIM members' open-mic session

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Small-group brainstorming: At easels, in groups of no more than 6, NAREIM members will jot down 3 issues top of mind.

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Whole-room feedback: Then, we reconvene the groups to exchange best practices, challenges faced and lessons being learned.

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• Format: 45-mins small-group exercise plus whole-room feedback 

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12pm Networking Lunch​​ ​​

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1pm Investor Outlook: What do you need from reporting and communications in 2023?

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• Session leader: Pamela Yu, Director, Investor Relations & Capital Raising, Rockpoint 

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• Speakers: 

  • Bert van den Hoek, Senior Portfolio Manager, Bouwinvest

  • Scott Silverberg, Senior Advisor, Strategic Partnerships, Oxford Properties Group​

  • Lisa Weitzman, Managing Partner, Saugatuck Partners LLC

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• Moderated by: Jonathan A. Schein, CEO & Executive Director, Real Estate Limited Partner Institute (RELPI)

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Interview: Investors share their views on today's market and an outlook for 2023. 

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• Investment Strategy

  • What are you doing differently in 2023?

• Reporting

  • How does and should co-investment reporting differ from fund reporting?

  • How can managers show that they are focused / constructive / transparent, especially in today’s market environment?

  • What information would help you improve how you track and monitor manager performance?

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Small-group activity: In groups of up to 6, investors will share with managers their approaches to evaluating performance by property type, strategy, type of manager—and lessons learned along the way. Issues to be raised include: 

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• What are your current managers doing to give you confidence in today's market?

• What do you want to see more or less of from manager communications in 2023?

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Whole-room best practices sharing: During a whole room discussion, members also dive into key issues facing investors and investment managers, and the strategies they are developing and testing.

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• Format: 30-min fireside chat, 30-min small-group exercise, 15-mins whole-room best practices sharing

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2.15pm: Break

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2.30pm State of the Market

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• Speakers:

  • ​Scott Arden, Managing Director, Sentinel Real Estate

  • David Hodes, Founder and Co-Managing Partner, Hodes Weill & Associates

 

Interview: With appetite toward more operationally intensive sectors and products increasing, what's the outlook beyond just "bricks and sticks"?

 

Group discussion: Insight from an industry veteran covering current trends, opportunities, LP/GP dynamics and the overall state of the market. Issues to be raised include:

• Public vs private valuations

• Raising capital BEFORE the opportunity presents itself

• Standing out from the crowd, be it a first-time fund or an experienced manager

• Continuation funds, recaps and secondaries

• How GPs and LPs are settling in to the post-COVID due diligence environment

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• Format: 45-min interview with whole-room Q&A

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3.15pm: End of meeting​