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 

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.

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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, Data Strategy & Analytics, Principal Asset Management 

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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?

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

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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.​

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Format: Small-group roundtable exercise - 45 minutes 

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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

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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? 

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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

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Questions to be raised include: 

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• 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 

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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.

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• Speakers:

  • 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?

• 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 

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2.30pm Break

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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.

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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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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?

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

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3:45pm Closing comments

 

4pm End of meeting