The NAREIM Sustainability meeting is your opportunity to network with peers and enjoy candid conversations on the realities of scaling and growing the real estate investment management organization of today. Agenda to follow.

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Registration fee: $750

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Convene Vaccination Policy, as of August 2022: 

• Convene has now lifted all mandatory COVID safety measures in their workspaces.

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AGENDA 

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Tuesday, March 7

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Attendees are invited to reconnect with peers and create new connections at a networking dinner at Liberty Bistro, located at 225 Liberty Street through the Le District food court in Brookfield Plaza downtown.

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• Location: Liberty Bistro, 225 Liberty Street, Manhattan, NY 

  • Enter through Le District food court in Brookfield Plaza ​

• Time: 6-9pm ET​​

 

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Wednesday, March 8

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8am Breakfast

 

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8.45am Welcome comments & NAREIM Sustainability committee update

 

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

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• Chair: Brittany Ryan, Director, Responsible Investing, Nuveen Real Estate 

• Co-Chair: Hannah Tillmann, Vice President, Sustainability, Berkshire Residential 

• NAREIM: IvyLee Rosario, Meeting Director 

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9am Net Zero Efficiency & Resilience: Process, Assessments & Tracking Pt. 1

• Speakers:

  • Anne Peck, Vice President, Head of ESG+R, TA Realty

  • Brooke Pottish, ESG Coordinator – Asset Management, New York Life Real Estate Investors

  • Chang Liu, Vice President, RE Tech Advisors ​

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In the first segment of this session, two member case studies alongside a consultant on what they are using to conduct asset level carbon assessments, building checklists for what it takes to get assets net zero aligned and how they scale the tracking and integrate that into traditional business procedures. ​

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• Format: 40-minute case study; 20-minute Q&A

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10am Break 

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10.15am Net Zero Efficiency & Resilience: Process, Assessments & Tracking Pt. 2 

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Small-group activity: In the second segment of this session, members discuss which groups/departments within their company manage the decarbonization process with help through a RACI chart. 

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Whole-room best practices sharing: Groups will compare and discuss ranking results, diving into key concerns pertaining to their current firm strategies. 

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• Format: 20-minute exercise; 25-minutes best practices sharing

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11am How to Strategically Resource & Staff Sustainability Departments

• Session leaders:

  • Hannah Tillmann, Vice President of Sustainability, Berkshire Residential 

  • Cassandra McFadden, Vice President, Global Head of Sustainability, Cortland

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NAREIM members will compare and share strategies on what roles they adopt internally vs. what is better to outsource to consultants. 

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Small-group activity: At roundtables, members will discuss with their peers and list out on whiteboards the top 3 responsibilities they outsource and top 3 they keep internally at their firms.

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Whole-room best practices sharing: A representative from each group will sum up what their table discussed and the strategy behind the decisions. In addition, the groups will share their top concern for staffing sustainability based off what the tables have already shared from the activity. 

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• ​Format: 5-minute polling, 20-minute exercise; 35-minute whole room

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12pm Networking Lunch 

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1pm "What’s on Your Mind?" 

• Session leaders:

  • Rachel Woolf, Senior Vice President, Investor Relations & Operations, Blue Vista Capital Management

  • Monica Beall, Director of Sustainability, Lendlease

Format: Open-mic session of best practices sharing, and discussion of challenges and lessons learned.

 

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1.45pm The Business Case for ESG

• Session leaders:

  • Tom Enger, Managing Director, ESG Investment Strategies, UBS Realty Investors

  • Jill Brosig, Managing Director & Chief Impact Officer, Harrison Street Real Estate Capital

• Speaker:

  • John Adler, Chief ESG Officer, NYC Office of the Comptroller​

 

How are you able to simultaneously incorporate client demands and expectations, regulatory requirements, and fiduciary responsibility into your ESG strategy? Members discuss strategies to prioritize and measure the value of ESG efforts.

 

Some questions to be raised include:​

• How is your firm incorporating new rules, regulations, and net zero commitments?

• How much of a pushback has there been to implementing ESG strategies?

 

​Format: Fireside discussion; whole-room Q&A

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2.30pm Break

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2.45pm Lessons from the Trenches: Improving Sustainability Data Capture

• Session leaders:

  • Brittany Ryan, Director, Responsible Investing, Nuveen Real Estate 

  • Jim Landau, Head of ESG, MetLife Investment Management 

• Speakers:

  • Michael Daschle, Senior Vice President, Sustainability, Brookfield Properties 

  • ​​​Madeline Robertson, Director, Advantage Solutions, Greystar​

  • Stephanie Grayson, Co-founder, Cambio

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Members discuss establishing a baseline for stronger owner to tenant engagement, strategies to better engage utility providers, and methods to boost communication between LP and GP expectations. 

 

• Some questions to be raised include:

  • What are you bringing to your tenants in terms of information and goal sharing?

  • How do you bridge the divide among key stakeholders?

  • What tenant engagement tactics do you use to get access to the data?

  • What is the role of utilities vs. asset managers or owners?

  • What is the greatest lesson you’ve learned throughout your data capture journey?

 

Format: 15-minute manager case studies; 30-minute Q&A and whole room discussion

 

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​3.30pm End of meeting​