NAREIM's 2021 Data Strategy meeting will be complimentary and held virtually.

Meeting format: 

• Open-mic Q&A with NAREIM members and keynote plus networking hour

• Morning and afternoon virtual sessions focused on member case studies and expert analysis

  • All sessions will involve:

  • Whole room Q&A among members

  • Small group, breakout room discussion and shared white board collaboration

  • Best practice report back 

• In-person regional roundtable connections with 8-10 people. Note social distancing and Covid-19 safety protocols must be followed at all times.

Agenda

Day 1: Tuesday, November 10

Defining data governance and ownership

Best practices discussion on ensuring your data governance strategy is embraced across the entire investment management enterprise. We share successful tricks to getting users on board and arriving at agreed upon definitions. We will walk through case studies of data governance implementation, the challenges and opportunities of embedding the strategy, maintaining ongoing maintenance and improvements and peer networking.

ALL TIMES ARE Eastern time

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4:00pm: Welcome comments

Stina Dakers, Head of Programming, NAREIM

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4:05pm: Live attendee polling: How to quantify the time leakage and related cost of data manipulation

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4:15pm: Case study review: Roadmap strategies

Speaker: Mike Goodwin, Director of Technology, Stockbridge

Speaker: Adele Pugliese, Vice President, Data Governance, BentallGreenOak

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4:40pm: Peer-to-peer conversations: Breakout group

• Does your firm has a formalize data governance plan?

• Where are you in the evolution of your data governance?

• Who owns governance at your firm?

• What have been the lesson learned or change in your approach compared to previous failed attempts?

• How do you handle change management across your team?

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5:00pm: Feedback session. Breakout group leaders take notes and report back to the whole room on their key takeaways.

5:20pm: Peer networking 

• Welcome comments

• Format: Small group breakouts, randomly rotated.

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Day 2: Thursday, November 12

Data analysis. Improving automation and integration

Real estate is a complex and nuanced asset class and the industry regularly speaks about the skills that asset and portfolio management and acquisitions professionals need today to fully utilize the power of the data in their firms. But what skills do the tech and business support teams need and is it enough? Is there a skills gap when it comes to third party advisors and in-house personnel? Do you need a department, rather than a project?

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ALL TIMES ARE Eastern time

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4:00pm: Welcome comments

Stina Dakers, Head of Programming, NAREIM

NAREIM Leader: Daryl Pitts, Senior Vice President, Pereview Software

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4:10pm: How to quantify the time leakage and related cost of data manipulation

• Discuss polling results with whole room discussion

  • Moderator: Jim Valente, Global Head of Data Services, RealFoundations

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4:30pm: Case study review: Successful tactics and proof of concepts to win over your c-suite?

• Speaker: Jeff Wilson, CEO, Saxony Partners

• Speaker: Matt Gilbert, Senior Director, Performance Analytics, Nuveen

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5:00pm: Presentation - Leveraging RPA to Create Efficiencies

• Learn about how Robotic Process Automation can streamline processes within a real estate investment management firm. See a case study of automating the distribution / contribution process, creating efficiencies, faster delivery, reduction in error and a better adherence to process and policy

  • Speaker: Josh Malinoff, Principal, Redirect Consulting

  • Speaker: Jason Schedler, Director-Process Automation, Redirect Consulting

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5:20pm: Peer networking 

• Welcome comments

• Format: Small group breakouts, randomly rotated.

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Past Agendas

2020​

​NAREIM meetings are open to NAREIM members only and their guests. For further information on attending meeting or other NAREIM discussions, please contact Stina Dakers, head of programming. 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.