NAREIM Legal Compliance & Risk Virtual Meeting: Presentation & attendee list

April 5, 2023

During the NAREIM Legal Compliance & Risk virtual meeting, members discussed best practices for lean real estate compliance teams, covering an overview of federal laws, state regulations and what the SEC expects around privacy issues domestically and internationally.

• Click here to view the agenda.

• Click below to view presentation slides and poll results from the meeting.

• The attendee list can be accessed here. 

Presentation: Client Privacy and Information Security

Discussing federal, state and international regulations; who and what is covered; the enforcement process and what managers need to prepare for in the future. 

• Speaker: Lynne Correiro, Managing Director, IQEQ

• Moderator: Todd Joseph, Chief Compliance Officer, Waterton Associates 

Member poll on data privacy responsibilities and major concerns

Click here for the poll results from the Client Privacy and Information Security discussion, guaging the room on dedicated privacy roles within the firm, data privacy responsibilities, covered accounts, international privacy concerns and more. 

Attendee list: The attendee list can be accessed here.