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Capital Raising & IR
0 DAYS TO THE EVENT
Dec 01, 2022, 8:00 AM
Convene, 530 5th, NYC

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 2022.

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.

ATTENDING FIRMS

Alidade Capital; American Realty Advisors; B&D Holdings; Bailard; Bard Consulting; Belay Investment Group; Blue Vista Management; Bouwinvest; Brennan Investments; Clarion Partners; Cohen & Steers; Continental Realty Corporation; Dermody Properties; Dream Unlimited; Enterprise Community Partners; Graceada Partners; Grubb Properties; Harrison Street; Hodes Weill & Associates; Invesco Real Estate; Juniper Square; Lazard; LFPI; Lubert-Adler Partners; Macquarie Group; Meketa Investment Group; Mesa West Capital; Morgan Stanley; MUFG Investor Services; National Real Estate Advisors; New Jersey Division of Investment; New York Life Investments; Nippon Life Global Investors Americas; Nuveen Real Estate; Oregon State Treasury; Pacific Urban Investors; PCCP; Privcap; Prologis; Prospect Ridge; Rainbow Capital Partners; RELPI; Rockpoint; Saugatuck Partners; Segal Marco Advisors; Sentinel Real Estate; TA Realty; TGM Associates; Transwestern Investment Group; TruAmerica Multifamily; UBS Realty Investors; UPS Pension Investments; USAA; Waterton Associates; & more.

agenda

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, november 30

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.

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

  • Time: 5.30pm-9pm ET

 

 

thurSDAY, december 1

All times in ET

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.​​​​

  • 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

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.

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?

 

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

10.15am Investor Engagement: Data rooms and beyond!

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

  • Speakers:​

    • Brandon Sedloff, Managing Director, SVP, Juniper Square

    • Matt Malone, CEO, Privcap

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 

11am: Break

 

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

 ​

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

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

​​

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

 

12pm Networking Lunch​​ ​​

​​

 

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

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

  • 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

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

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

  • 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?

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: 

  • 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?

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.

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

2.15pm: Break

 

2.30pm State of the Market

  • 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

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

​​​

3.15pm: End of meeting​

Location

Convene

530 Fifth Avenue

New York, NY 10036

NAREIM does not have a hotel room block for the Capital Raising & IR Meeting. However the following hotels are located close to Convene:

Nearby hotels:

convene5305th.jpeg

2022 pLanning committee members

Chairs: Scott Arden, Sentinel Real Estate

Co-Chairs: Kathy Briscoe/Tyler Scheppmann, Dermody Properties

Michael O'Donoghue, Alidade Capital

Todd Fowler, American Realty Advisors

Ben Lathrop, Bailard, Inc.

Marty Alston, Brennan Investments

Brandon Sedloff, Juniper Square

Steve Moen, PGIM Real Estate

Pam Yu, Rockpoint

Michelle Wells, Waterton Associates

June Munshi, The CenterCap Group

Scott Tavolacci, Yardi

ESG consultant directories

Compensation & benefits: pulse surveys

Property manager scorecards

NAREIM meetings are not just about peer-to-peer networking

They also deliver real intelligence you can act upon

Past agendas:

2022

2021

2020

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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