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Capital Raising & IR
Capital Raising & IR
Dec 04, 2024, 6:00 PM 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: $750

meeting schedule


Wednesday, December 6

  • 6pm-9pm: Networking Dinner at Harry's, 1 Hanover Square, New York, NY ​

Thursday, December 7

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

    • 8am: Breakfast

    • 9am: Meeting content, roundtables, workshops

    • 4.30pm: End of meeting


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 ​​​​



101 Greenwich Street 

2nd Floor 


NAREIM does not have a hotel room block for the Capital Raising & IR Meeting. Below are some nearby hotels.

The Artezen Hotel

Hotel Indigo

The Washington by LuxUrban

The Cloud One Hotel 

Courtyard by Marriott NY World Trade Center Area


2023 pLanning committee members

Chair: Michelle Wells, Waterton Associates

Co-Chair: Scott Arden, Sentinel Real Estate Corporation

Todd Fowler, American Realty Advisors

Ben Lathrop, Bailard, Inc.

Reza Basharzad, Clarion Partners 

Tyler Scheppmann, Dermody Properties

Brandon Sedloff, 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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