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. 

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

 

Registration fee: $750

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AGENDA 

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

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Wednesday, Sept. 13

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

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

• Time: 6-9pm CT

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Thursday, Sept. 14

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8am Breakfast 

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8.45am Welcome comments & NAREIM Data & Information Management committee update 

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: Mapping the Data Traceability Pt. 1

Manager case studies on how to differentiate between the two and structuring data maps.

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• 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, Commercial Mortgage Accounting, Data Strategy & Analytics, Principal Asset Management 

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• Who physically creates the data? Where do they put it? Is there a dedicated department?

• Who owns it? Who consumes it?

• How do you collect the data? Organize it?

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

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10am Break

 

10.15am Data Governance vs. Data Management: Mapping the Data Traceability Pt. 2

Members compare and contrast governance and management strategies within their firms. 

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• Industry standards: Is anyone using them? Where do they come from?

• What analytics do you deploy and how?

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Format: Small-group roundtable exercise. 45 minutes 

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11am Data Models: Aligning for Performance Reporting

Industry expert and manager conversation on the intricacies of streamlining data models, what to look for and what to aggregate.

 

• Session leaders:

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

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

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• How do you find what you need or want?

• What do you need to know about an asset and what are you looking to roll up? Key attributes; tenant rent role; exposures; financials

• How do you distill key metrics and what can you aggregate?

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Format: Presentation followed by whole-room Q&A and best practices sharing. - 1 hour 

 

12pm Lunch

 

1pm Stakeholder Engagement: How Does Technology Become a Partnership?

Interactive roundtable discussion on defining stakeholder engagement and handling the process of receiving request for proposals. 

 

• Session leaders:

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

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

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Questions to be raised include: 

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• How is your stakeholder engagement structured? How are you defining it?

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

• What technologies do you use? 

 

Format: Small-group roundtable exercise and whole-room best practices sharing. - 45 minutes 

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1.45pm Tech Spend

Analysis from NAREIM’s tech spend survey and whole-room discussion on tech budgets.

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• Session leaders:

  • Mike Goodwin, Chief Technology Officer, Stockbridge Capital Group

  • Jason Dean, Chief Operating Officer, Pennybacker Capital

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

• Build and/or buy: should you seek to build your own databases or leverage 3rd party service providers?

• How much of your budget is going towards innovation?

 

Format: Research analysis and whole-room Q&A. - 45 minutes 

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2.30pm Break

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2.45pm Innovations for the Future

Presentation and group exercise on the latest in technology, looking at manager success stories and challenges.​

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• 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

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• 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?

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Format: Short presentation, followed by small-group roundtable exercise and whole-room best practices sharing - 45mins​

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3.30pm End of meeting