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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 Portfolio Management, Acquisitions and Asset Management meeting is just the place to build genuine relationships and friendships. Three distinct streams of content and conversation takes place in one meeting in NYC - with shared networking for deeper cross-functional connections. Check out the agenda below.

 

Registration fee: $750

SCHEDULE

Wednesday, June 7

  • 5.30pm-9pm: Networking DinnerThe Smith at NoMad, 1150 Broadway (at 27th St), NYC

Thursday, June 8

  • 8am: Breakfast

  • 9am: Meeting content, roundtables, workshops

    • The meeting will host 3 distinct streams of content, each stream dedicated to one of the following functional groups. Note each stream, will take place in separate rooms. Members will have the ability to move between streams.​

      • Portfolio Management

      • Acquisitions

      • Asset Management 

  • 4pm: End of meeting

AGENDA

 

The Portfolio Management, Acquisitions and Asset Management Committees are hard at work developing the agenda. See Committee members below. Please check regularly for updates to the agenda.

3 distinct meetings
3 distinct discussions
joined up networking

The Portfolio Management, Acquisitions & Asset Management meeting will host 3 distinct streams of content, each stream dedicated to one of the following functional groups. Note each stream, will take place in separate rooms. Members will have the ability to move between streams.​

Click on the links below to read through to the full meeting agenda for each stream.

Portfolio Management

June 7

5.30pm: Networking dinner

The Smith NoMad, 1150 Broadway 

June 8

@ Convene, 530 5th Avenue between 44th and 45th St, NYC

8am: Breakfast

8.45am: Opening Comments

9am: Liquidity & Capital Markets Part 1

9.50am: Break

 

10.05am: Liquidity & Capital Markets Part 2

10.55am: Break

11.15am: The Big ESG Question: How are you calculating brown discounts?

12.15pm: Lunch

1.15pm: The Evolving PM Role: How to resource & structure teams

2pm: Portfolio Allocation: What are you doing to manage risk?

2.45pm: Break

3pm: AI & Predictive Analytics for Portfolio & Investment Decision-Making

3.45pm: End of meeting

AcQUISITIONS
 

June 7

5.30pm: Networking dinner

The Smith NoMad, 1150 Broadway 

June 8

@ Convene, 530 5th Avenue between 44th and 45th St, NYC

8am: Breakfast

8.45am: Opening Comments

9am: Liquidity & Capital Markets Part 1

9.50am: Break

 

10.05am: Liquidity & Capital Markets Part 2

10.55am: Break

Track A - 11.15am: The Big ESG Question: How are you calculating brown discounts?

Track B - 11.15am: Insurance: How are you managing cost and risk? 

12.15pm: Lunch

1.15pm: What's on your mind? Live feedback & group brainstorming session

2pm: How to Resource & Staff Acquisitions Teams

2.45pm: Break

3pm: Retail, Multifamily & Industrial: Acquisitions and Dispositions Outlook

3.45pm: End of meeting

ASSET Management

June 7

5.30pm: Networking dinner

The Smith NoMad, 1150 Broadway 

June 8

@ Convene, 530 5th Avenue between 44th and 45th St, NYC

8am: Breakfast

8.45am: Opening Comments

9am: Liquidity & Capital Markets Pt. 1

9.50am: Break

10.05am: Liquidity & Capital Markets Pt. 2

10.55am: Break

11.15am: Insurance: How are you managing cost and risk? 

12.15pm: Lunch

1.15pm: Office Leasing Strategies: Rethinking amenities 

 

2pm: Maintenance, Turnover & Utilities: Managing Expenses in Residential

2.45pm: Break

 

3pm: Best-in-Class Technology: Internal processes & vetting procedures 

3.45pm: End of meeting

LOCATION

Convene​

530 Fifth Avenue

New York, NY 10036

convene5305th.jpeg

NAREIM does not have a hotel room block for the Portfolio, Acquisitions &

 Asset Management Meeting.

 

However the following hotels are located close to Convene:

Nearby hotels:

2023 committee members

Portfolio Management Committee

Chairs: Shilp Shah & Melissa Warren, Nuveen Real Estate

John Ockerbloom, John Kennedy & Maureen Joyce, Barings Real Estate Advisors

Dara Friedman, BentallGreenOak

Larissa Belova, CBRE Investment Management

John Kjelstron & Joe Nowicki, Chatham Financial

Paul Wasserman, KKR

Bob Geiger & Justin Lia, Partner Engineering & Science

Drew Stepanek, Stockbridge Capital

David Stanford & Jim Valente, RealFoundations

Asset Management Committee 

Chair: Robert L. Jones, Alidade Capital

Co-Chair: Rob Naso, BentallGreenOak 

Haley Donato, Continental Realty Corporation

Krystal Arceneaux, EverWest Real Estate Investors

Erick Bracero Serrano, Kingbird Investment Management

Shawn Wei, MetLife Investment Management 

Azim Hajjar, Pennybacker Capital 

Kent Tarrach, PGIM Real Estate

Sophie Li, PNC Realty Investors

Brent Hall, UBS Realty Investors

Acquisitions Committee

Chair: Josh Dinstein, Continental Realty
Co-Chair: Hayley Cox, UBS Realty Investors
Jeff Hammond, Alidade Capital
Scott McKibben, Brennan Investment Group
Frank Tetel, Grubb Properties
Justin Hoogerheyde & Vincent DiSalvo, Kingbird Properties
William Zheng, MultiGreen
Bob Geiger & Justin Lia, Partner Engineering & Science
John Seaton & Jim Valente, RealFoundations

Past agendas

2022 

2021

2020

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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