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Legal, Compliance & Risk Virtual Connection
Legal, Compliance & Risk Virtual Connection
Apr 05, 2023, 1:00 PM EDT

The NAREIM Legal, Compliance & Risk virtual connection will discuss data privacy, focusing on steps for lean real estate compliance teams.


The 60-minute discussion will include a whole room discussion and best practices sharing open to General Counsels, CCOs, CROs, legal, compliance and risk management professionals from NAREIM member firms. 

Registration is complimentary and limited to NAREIM members only.


The 60-minute virtual meeting is taking place over Zoom. NAREIM will share meeting access information with registered attendees.


The Committee is working hard to finalize the agenda. Please check back here for updates.

1pm: Welcome comments by IvyLee Rosario, Meeting Director, NAREIM

  • Moderator:

    • Todd Joseph, Senior Vice President & Chief Compliance Officer, Waterton Associates

  • Speaker: 

    • Lynne Carreiro, Managing Director, IQEQ

1.05pm: Domestic and International Privacy Issues: steps for lean real estate compliance teams​

  • An overview of federal laws

  • What states do you have to worry about?

  • What does the SEC expect around privacy issues?

  • How to address these issues outside of the U.S.

  • Discussions of practical solutions for management around websites and electronic communications

2pm: End of meeting

2023 planning committee members

Chair: Kara Brown, Cabot Properties

Co-Chair: Jeffrey Morandi, Berkshire Residential

Mary Litt, Alidade Capital

Jacqui Dagan, BentallGreenOak

Corey May, Cortland

Tyler Scheppmann, Dermody Properties

Jonathan Romick, GEM Realty Capital

Frank Falbo, Mayer Brown

Jaclyn Jackson, National Equity Fund

Catherine Bennett, New York Life Investors

Jacqueline Kelly, PwC

Todd Joseph, Waterton Associates

Past agendas


Eligibility to attend:

NAREIM meetings are open to NAREIM members only and their guests. For further information on attending meeting or other NAREIM discussions, please contact Zoe Hughes, CEO. 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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