Executive Officer
Oct 05, 11:00 AM EDT
Online Meeting

Join C-suite and executive managers to share and discuss best practices in business and leadership strategies and understand from peers the realities of scaling and growing the real estate investment management organization of today. 


Through roundtables and whole room conversations we dive into organization and business strategies and invite executives to share insights into what works, and what doesn't, as they grow their organizations for tomorrow. 


Our agenda for the Executive Officer meeting is coming soon....

(here is the agenda from 2020)

Day One - Tuesday, October 20

E-leader: How will you run your business in 2021?

Your team is dispersed. Remote and work from home is now a large part of your business plan and the processes upon which you’ve run your business for past the five, 10, and 20 years are being tested, fully, online among teams scattered around cities, regions, states and the world. You are Zoomed out.


So how are you reacting as an executive manager and leader? How are you leading your team today and, importantly, tomorrow? What are strategies for running the business beyond 2021? The NAREIM Executive Officer meeting discusses and shares real-time solutions for enterprise strategy and how to keep teams engaged and retained for the longer-term.


ALL TIMES ARE Eastern time

3pm: Welcome comments:

  • Amy Price, President, BentallGreenOak and NAREIM Chair (2018-2020)

  • Ryan Krauch, Partner, Mesa West and NAREIM Chair (2020-2022)

  • Stephen Furnary, Executive Chairman, Clarion Partners and NAREIM Chair (1994-1995)

  • Vince Martin, Managing Principal, TCW Realty and NAREIM Chair (1990-1992)

  • Zoe Hughes, CEO, NAREIM


NAREIM Jeff Barclay Fellow introduction

  • Caroline Giroux, Columbia Business School

3.15pm: Case study review – real-time solutions on remote leadership and dispersed workplaces

  • Real-time best practices on remote leadership. What works, what creates the most productive and engaged team and business environment – and most importantly, what doesn’t work and should be avoided.

    • Speakers: Aditya Sanghvi and Carolyn Dewar, Senior Partners, McKinsey & Company

    • NAREIM Leader: Jane Page, CEO, Lionstone Investments


NAREIM Jeff Barclay Fellow introduction

  • Diego Fernandez Briseno, MIT, Center for Real Estate

  • Anastasia Gillen, Northwestern University, Kellogg School of Management

4pm: How to be a better (hybrid remote) CEO? Five strategies for success

  • Exclusive: Proprietary survey of executive officer perspectives on leadership strategies, successes and failures during and after Covid-19. 

  • In pre-assigned groups, executive leaders discuss the five key trends among NAREIM leadership teams and the behavioral drivers that are most impacting team - and leadership - performance within real estate investment management organizations.

  • Each breakout group leader will take notes and report on their roundtable conversations, the insights from which will be aggregated into a special report available to NAREIM executive officer attendees. Video is highly recommended during breakout sessions. 

    • ​​Moderator: Dominic Cottone, Senior Managing Director and Executive Coach, Ferguson Partners


NAREIM Jeff Barclay Fellow introduction

  • Liz Trautz, Wisconsin School of Business, Graaskamp Center

  • Kareem Morad, USC, Price-Smith Department of Real Estate Development


Short break

5.20pm: Peer networking with NAREIM wine 

  • Welcome comments 

  • Format: Small group breakouts, randomly rotated 

  • Bring along your bottle of NAREIM wine and join other senior leaders to discuss Day One’s focus on leadership in 2020 and 2021.

Day Two - Wednesday, October 21


Planning the pipeline. What's on your mind?

2020 has been a year to remember. From lockdowns to historic job losses, and from reckonings over racial inequality to continued extreme weather events. There are challenges at every turn.


So, where do we start to look to solutions? Well, let’s start with the facts. C-suite and executive management peers discuss what’s on their mind – not least how the outlook for office impacts not just their own teams and real estate needs, but, importantly, their investment and business strategies.


ALL TIMES ARE Eastern time

3pm: Welcome comments Zoe Hughes, CEO, NAREIM

NAREIM Jeff Barclay Fellow introduction

  • Anh Duc Tran, Northwestern University, Kellogg School of Management

3.05pm: 30-year horizon. NAREIM and the real estate investment management industry: past, present and future

Join the conversation with former NAREIM board chairs and members as they share their perspectives of the business, and NAREIM, over the past 30 years and as we ask one another - what does a post-Covid world, and business strategy, look like in 2021?


  • BentallGreenOak, President, Amy Price ​(Chair: 2018-2020)

  • Prudential Financial, Inc. Chairman and CEO, Charlie Lowrey (Chair: 2004-2006)

  • Principal Global Investors, CEO, Pat Halter (Chair: 2009-2011)

  • The Brookdale Group, Co-founder, Chairman and CEO, Charles "Chip" Davidson (Chair: 2006-2008)

Moderator: Ryan Krauch, Partner, Mesa West Capital (Chair: 2020-2022)​

NAREIM Jeff Barclay Fellow introduction

  • Matthew Kukta, USC, Price-Smith Department of Real Estate Development

  • Erika Jobson, Columbia Business School

3.35pm-5.05pm: What’s in the (office) pipeline? 

Get real-time intelligence from NAREIM's intelligence briefings, discussing live, anecdotal evidence on pipeline office leasing deals with expirations since the start of COVID-19 and new, non-renewal related leases post-Covid. What does the six month and 12-month forward assessment of office look like - and what does it mean to you business strategy?

NAREIM leaders: ​

  • Jeff Newman, CFO, IDS Real Estate

  • Todd Everett, CEO, Principal Real Estate Investors​

The session includes: 

  • 3.30pm: Intelligence briefing with live attendee polling and leasing broker analysis

    • Question 1 - 6m and 12m forward assessments of the office market

    • Question 2 - leasing activity for leases with expirations since the start of COVID-19 - term renewals, extensions, contractions and tenant improvements

    • Question 3 - leasing activity for new, non-renewal related, leases - volume, rate and tenant improvement

Intelligence briefing speakers:

Kevin Granger, Executive Managing Director, Cushman & Wakefield

Peter G. Riguardi, Chairman and President, New York Region, JLL

Christopher Roeder, International Director, JLL

  • 4.15pm: Breakout group discussions of no more than 6 people

  • 4.40pm: Feedback session. Breakout group leaders take notes and share them through the chat function with the wider group before reporting back to the whole room on their key takeaways. The breakout group discussion notes and insights will be aggregated into a special report available to NAREIM executive officer attendees.


Spencer Levy, Chairman Americas Research, Senior Economic Advisor, CBRE


NAREIM Jeff Barclay Fellow introduction

  • Caroline O'Neill, UNC Kenan-Flagler Business School

  • Jacob Tannenbaum, Cornell University, Baker Program in Real Estate

Short break

5.15pm: A direct Q&A with Professor Henry Louis Gates, Emmy-award winning filmmaker, literary critic, historian, scholar and institution builder.

  • Henry Louis Gates, Jr., is the Alphonse Fletcher University Professor and Director of the Hutchins Center for African and African American Research at Harvard University and has authored or co-authored 21 books and created 15 documentary films. As a prominent black intellectual, Gates has concentrated on building academic institutions to study black culture. Additionally, he has worked to bring about social, educational, and intellectual equality for black Americans. 

    • Format: Open Q&A format with Professor Gates, with questions submitted in advance and during the open conversation. 

2021 pLanning committee members

  1. Christopher Nichols, Berkshire Residential Investments

  2. Jonathan Epstein, BentallGreenOak

  3. Stuart Bernstein, CapRidge Partners

  4. June Munshi, CenterCap Group

  5. David Donato, Continental Realty Group

  6. Kathleen Briscoe, Dermody Properties

  7. Elizabeth Peacock, Deloitte

  8. Matt Reidy, Fremont Realty Capital

  9. Travis Pritchett, Harbert Management Corporation

  10. Brandon Sedloff, Juniper Square

  11. Ryan Krauch, Mesa West Capital

  12. Ross Berry, New York Life Real Estate Investors

  13. Reisa Bryan, Nuveen Real Estate

  14. Frank Garcia, PGIM Real Estate

  15. Todd Everett, Principal Real Estate Investors

  16. Daryl Pitts, Pereview Software/Saxony 

  17. Kristin Renaudin, Stockbridge Capital Group

  18. Greg Michaud, Voya Investment Management

  19. Rick Hurd, Waterton Associates

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 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.

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