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Legal, Compliance & Risk
Legal, Compliance & Risk
Nov 07, 2024, 12:30 PM EST
New York

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. 

The NAREIM Legal, Compliance & Risk meeting is just the place to build genuine relationships and friendships.




The Legal, Compliance & Risk Committee is hard at work developing the agenda. Please check here for updates.

thursday, Nov. 7 

Attendees are invited to reconnect with peers and create new connections at a half-day, in-person meeting and networking dinner.

  • Meeting location: Ropes & Gray LLP, 1211 Avenue of the Americas, 38th Floor, New York, NY 10036 

    • Time: 12.30-5.30pm ET

  • Networking dinner: TBD

    • Time: 6-9pm ET​

12.30pm NAREIM welcome comments, Legal Compliance & Risk committee update & brainstorming exercise

NAREIM's Legal, Compliance & Risk committee co-chairs will provide a short update on the industry, as well as ask attendees to fill out What’s on Your Mind cards for the later session. ​

  • Co-Chair: Kara Brown, Chief Compliance Officer & General Counsel, Cabot Properties 

  • Co-Chair: Jeffrey Morandi, Managing Director, Chief Compliance Officer, Berkshire Residential 

  • NAREIM: IvyLee Rosario, Head of Programs 

Potential issues to be addressed include: 

  • What’s on Your Mind open-mic forum

  • Marketing rule: methodology, issues in different jurisdictions, 506B/C

  • Off-channel communications 2.0: record keeping, different technologies and reviews, policies, REG S.P. 

  • Risk management: who has a dedicated professional, what do they cover, seniority level, who has a risk matrix or committee? 

  • AI: how to craft a policy, where to begin, what should be included

  • Fees and expenses: collecting fees, what’s included, pass throughs and how they are handled, update on ILPA standings on disclosure issues

5.30pm End of meeting 

6-9pm Networking dinner: TBD



Ropes & Gray LLP

1211 Avenue of the Americas

38th Floor

New York, NY 10036

NAREIM does not have a hotel room block for the Legal, Compliance & Risk meeting. However the following hotels are located near the meeting venue.

Motto by Hilton NYC Times Square

Home2Suites by Hilton New York Times Square

Hampton Inn by Hilton New York Times Square

OYO Times Square

The Times Square EDITION

Hotel Riu Plaza Manhattan Times Square

Tempo by Hilton New York Times Square

Sanctuary Hotel New York

Hotel Edison

Paramount Hotel Times Square

Hard Rock Hotel New York


2024 planning committee members

Co-Chair: Kara Brown, Cabot Properties

Co-Chair: Jeffrey Morandi, Berkshire Residential

Noah Hampson, AEW Capital Management 

Jim Hurley, Artemis Real Estate Partners

Elena Branzburg, Broadshore Capital Partners

Penn Stabler, Clarion Partners

Stephanie Shack, Continental Realty Corporation

Emidio Morizio, Madison International Realty

Jacqueline Kelly, PwC

Marjan Foruzani, Unico Properties 

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 IvyLee Rosario, Head of Programs. 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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