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Capital Raising & IR
Dec 07, 8:00 AM EST

You attend meetings to network. At NAREIM, we honor the investment of your time by ensuring our networking, activities and content is focused on helping you build personal relationships with peers, who are facing the same challenges and opportunities as you. 

The NAREIM Capital Raising & IR meeting is just the place to build genuine relationships and friendships, where small group discussions and roundtable sessions provide not only detailed and relevant topics and education - but also networking opportunities with peers.


And of course, NAREIM is about candid conversations. You come to NAREIM to learn - and share. NAREIM is about the sharing of best practice ideas, solutions, challenges and opinions. It's a place to explore new ideas among peers and friends. That is no different in 2023.

As we work to develop our roundtable and group discussion content, we are committed to ensuring your time is well-spent. We invite you to come join fellow Capital Raising & IR peers in December.

Registration fee: $795

meeting schedule


Wednesday, December 6

  • 6pm-9pm: Networking Dinner at Liberty Bistro, ​​225 Liberty St, New York, NY 

    • Enter through Le District in Brookfield Place


Thursday, December 7

  • Location: Convene: 101 Greenwich Street, 2nd Floor, New York, NY 

    • 8am: Breakfast

    • 9am: Meeting content, roundtables, workshops

    • 4pm: End of meeting


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

wednesday, December 6

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

  • Location: Liberty Bistro, 225 Liberty St, New York, NY 10281

    • (Enter through Le District in Brookfield Place)

  • Time: 6pm-9pm ET

thurSDAY, December 7

8am Breakfast

8.45am 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, Investor Relations, Waterton Associates

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

  • NAREIM: IvyLee Rosario, Meeting Director

9am Raising capital from non-institutional sources

Case study and roundtable exercise on 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

Issues to be raised include:

  • How are you handling fundraising international vs. domestic? 

    • Materials​

    • Approach

    • Conversation

10am What's on your mind?

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


  • Session leaders:

    • Reza Basharzad, Managing Director, Clarion Partners

    • Scott Arden, Managing Director, Sentinel Real Estate 

  • Format: Whole-room Q&A - 45 min

1045am Break

11am Politicizing ESG & DEI: How are you balancing the tightrope?

Exploring the gap between expectations and understanding when it comes to dealing with ESG & DEI-related matters when it's not your day-to-day.

  • Session leaders:

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

    • Michelle Wells, Managing Partner, Investor Relations, Waterton Associates 

Issues to be raised include:

  • What's being tackled from the investor perspective?

  • Is ESG & DEI important to investors? 

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


  • Format: Whole-room Q&A - 45 min

12pm Lunch

1pm Professional development workshop: What are the skill sets needed for the future of fundraising? 

Breaking out into roundtables mixing junior, mid-level, and veteran professionals, members will share best practices across several operations including training, mentorship, networking and conference strategies, comparing responses and discussing the attractiveness of capital raising roles in the future. 

  • Session leaders:

    • ​Todd Fowler, Executive Vice President, Investor Relations, American Realty Advisors

    • Marcus Berry, Head of Investor Relations, TA Realty 

  • Format: Small-group roundtable exercise and whole-room best practices sharing. - 1 hour

215pm Break

230pm Fireside chat with capital raising veteran 

Members will hear from a leader in the industry on what's working, what's not, changes they've experienced throughout their career, and what they foresee for the capital raising space. 

  • Format: Fireside chat and Q&A - 1 hour 

330pm End of meeting ​​​



101 Greenwich Street 

2nd Floor 


NAREIM does not have a hotel room block for the Capital Raising & IR Meeting.


2023 pLanning committee members

Chair: Michelle Wells, Waterton Associates

Co-Chair: Scott Arden, Sentinel Real Estate Corporation

Ben Lathrop, Bailard, Inc.

Reza Basharzad, Clarion Partners 

Tyler Scheppmann, Dermody Properties

Brandon Sedloff & Immanuel Mahmoud, Juniper Square

Thomas Metzler & Jeana Corker, MetLife Investment Management

Carl Boswell, National Real Estate Advisors

Sayuri Khandavilli, Nuveen Real Estate

Marcus Berry, TA Realty

Lisa Beeson, The CenterCap Group

Evelyne Dube, Tricon Residential

Past agendas:




Disclaimer: NAREIM meetings are open to NAREIM members only and their guests. For further information on attending meeting or other NAREIM discussions, please contact Zoe Hughes, CEO. 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.

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