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Data & Information Management
Data & Information Management
Sep 14, 8:00 AM CDT

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 Data & Information Management meeting is just the place to build genuine relationships and friendships.


Registration fee: $750


The Data & Information Management Committee is hard at work developing the agenda. Please check here for updates.

Wednesday, Sept. 13

Attendees are invited to reconnect with peers and create new connections at a networking dinner.

  • Location: Juniper, 2400 E Cesar Chavez Street #304, Austin, TX 

  • Time: 6-9pm CT

Thursday, Sept. 14

8am Breakfast 

8.45am Welcome comments & NAREIM Data & Information Management Committee 

NAREIM Data & Information Management Committee members will provide a short update on the industry, as well as key issues to be addressed through the following peer discussions.​​​​


  • Chair: Pete Schow, Executive Director Head of Data, Affinius Capital

  • Co-Chair: Sach Diwan, Global Head of Product, LaSalle Investment Management

  • NAREIM: IvyLee Rosario, Meeting Director


9am Data governance vs. Data management Pt. 1: Education & training

Manager case studies on furthering education, data literacy and defining clear goals across your Data Governance and Management teams.

  • Session leaders:

    • Sach Diwan, Global Head of Product, LaSalle Investment Management

    • Armel Traore dit Nignan, Head of Data & Analytics, Principal Asset Management

  • Speakers:

    • Lauren Stokes, Director, Data Governance, Nuveen Real Estate​

    • Jean Hixson, Director, Data Strategy & Analytics, Principal Asset Management 

Issues to be raised include: 

  • Who is responsible for the data and what does it mean?

  • What can you incorporate in new hire training to educate talent on the latest terminology?

  • How are you defining and understanding what the data represents?

Format: Manager case studies, followed by Q&A and whole-room best practices sharing - 1 hour 

10am Break


10.15am Data governance vs. Data management Pt. 2: Establishing a program

At roundtables, members will be assigned a mock scenario and create an action plan for implementing a data governance program.

Format: Small-group roundtable exercise - 45 minutes 

11am Data models: Aligning for performance reporting

Managers discuss the intricacies of streamlining data models from the GP and LP perspectives, looking at operations, regulatory and investor reporting. 


  • Speakers:

    • Jennifer Allard, Manager, Real Estate Portfolio Analyses and Technology, HOOPP (Healthcare of Ontario Pension Plan)

    • Michael Craft, Director of Data Strategy, Stockbridge Capital Group

Issues to be raised include: 

  • What sources of data do you rely on for reporting?

  • What do investors ask you to report?

  • Are there any industry standards leveraged? 

Format: Polling, short presentation, small-group roundtable exercise and whole-room best practices sharing - 1 hour 


12pm Lunch


1pm Stakeholder engagement: How does technology become a partnership?

At roundtables, members will discuss with their peers and fill out a matrix for stakeholder engagement and artifacts by business units and job functions.


  • Speakers:

    • Pete Schow, Executive Director Head of Data, Affinius Capital

    • Scott Cross, Director of Reporting & Analytics, Nuveen Real Estate

Questions to be raised include: 

  • How is your stakeholder engagement structured? 

  • Do you have a dedicated committee and who is involved?


Format: Short presentation, small-group roundtable exercise and whole-room best practices sharing - 45 minutes 

1.45pm Technology & innovation spend

Unveiling of the 2023 results of NAREIM’s Technology & Innovation Spend member survey covering budgets, dedicated employees, MSPs and more.

  • Speakers:

    • Mike Goodwin, Chief Technology Officer, Stockbridge Capital Group

    • Jason Dean, Chief Operating Officer, Pennybacker Capital

  • How much are you investing in R&D efforts?

  • Are you utilizing MSPs?

  • Has your budget increased/decreased? How much is going towards innovation?


Format: Polling, research analysis and whole-room Q&A - 45 minutes 

2.30pm Break

2.45pm Innovations for the future

How can firms utilize the latest technologies to make better investment decisions?Member case studies showcasing the successes and challenges of using machine learning, language models, heat map indexes and ChatGPT.

  • Session leaders:

    • Blake Walker, Director, Strategy & Research, The Green Cities Company

    • Doug Prickett, Senior Managing Director of Investments & Analytics, Transwestern Investment Group

  • Speakers:

    • Kelly Sooch, Senior Associate, Data Analytics, Pennybacker Capital​

    • Robb Fitzsimmons, Managing Director, The Linnaean Company

Issues to be raised include: 

  • Machine learning, AI, bots: what is pushing boundaries?

  • Where are the success stories? How were they structured?

  • How do you dedicate resources to this? Where are the struggles?

Format: Presentations, whole-room Q&A, small-group roundtable exercise and best practices sharing - 1 hour

3:45pm Closing comments


4pm End of meeting 

Meeting schedule

Wednesday, Sept 13

  • 6pm-9pm: Networking dinner, Juniper, 2400 E Cesar Chavez Street #304, Austin, TX 

Thursday, Sept 14

NAREIM Data & Information Management Meeting: Hotel Magdalena, 1101 Music Lane, Austin, TX

  • 8am: Breakfast

  • 9am: Meeting begins

  • 12pm: Lunch

  • 4pm: Meeting ends



Hotel Magdalena

1101 Music Ln,

Austin, TX

NAREIM does not have a hotel room block for the Data & Information Management Meeting. Below are hotels near the meeting location.

To book a room at Hotel Magdalena, click here or call (512) 442-1000.

Nearby Hotels

The Westin

Hotel Ella

The Line Austin

Arrive Austin


SHOML - Dining Outdoor Seating 01 - by Nick Simonite.JPG

2023 committee members

Chair: Pete Schow, Affinius Capital

Co-chair: Sach Diwan, LaSalle Investment Management

Francesco Munaco, Alidade Capital

Josh Glastein, Berkshire Residential

Jennifer Allard, HOOPP - Healthcare of Ontario Pension Plan 

Andrew Dwyer, Juniper Square

Scott Cross, Nuveen Real Estate

Jason Dean, Pennybacker Capital

Armel Traore dit Nignan, Principal Asset Management

Mike Goodwin & Michael Craft, Stockbridge Capital Group

Doug Prickett, Transwestern Investment Group

Blake Walker, The Green Cities Company

Scott Tavolacci & Eileen Clifford, Yardi Systems

Past Agendas

​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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