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Attendance limits: Please note, owing to demand and space constraints, no more than two attendees will be allowed per investment manager or underwriting member.
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Registration fee: $775
meeting schedule
Tuesday, June 3: Networking reception
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Location: TBD, New York, NY
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6pm: Networking reception
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Wednesday, June 4: Meeting
Location: Convene, Venue 42, 5 Times Square, New York, NY 10036
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8am: Breakfast
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9am: Meeting content, roundtables, workshops
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4pm: End of meeting​
agenda
​​​The NAREIM Portfolio Management Committee is hard at work putting together an interactive agenda. Continue checking back below for more details.
Tuesday, June 3​
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Attendees are invited to reconnect with peers and create new connections at our networking reception in NYC.
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Location: TBD, New York, NY
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Time: 6-9pm ET
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Wednesday, June 4
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8am: Breakfast ​
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8.50am: Welcome comments & NAREIM Portfolio Management committee update​
​NAREIM's Portfolio Management committee co-chairs will provide a short update on the industry, as well as key issues to be addressed through the following peer discussions.​​​​
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Co-Chairs:
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Kate Bassett, Director, Associate Portfolio Manager, Invesco Real Estate
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Scott Dunphy, Senior Director, Real Estate Portfolio Manager, MetLife Investment Management
NAREIM:
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IvyLee Rosario, Head of Programs​​​​
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9am How to structure and develop a successful Portfolio Management team
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Session leaders:
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Ian Braverman, Vice President, Portfolio Management, Harrison Street Real Estate Capital
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Mike Fenner, Senior Director, Portfolio & Asset Management, National Real Estate Advisors
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10am Break
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10.15am Data & AI: Organizing, accessing and validating
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Session leaders:
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Will Hedley, Principal, BGO
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Scott Dunphy, Senior Director, Real Estate Portfolio Manager, MetLife Investment Management
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Drew Stepanek, Managing Director, Stockbridge Capital Group
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11.15am Break
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11.30am Alternative property types: Assessing investor appetite
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Session leaders:
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Justin Shanahan, Deputy Portfolio Manager, CBRE Investment Management
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Kate Davis, Senior Portfolio Manager, Harrison Street Real Estate Capital
12.30pm Lunch​
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1.30pm Portfolio strategy & allocation: What are firms leaning into for 2025?
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Session leaders:
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Lucas Kimmel, Managing Director, LaSalle Investment Management
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Jake Maliel, Partner, Portfolio Management, TA Realty
2.30pm Break
2.45pm Current treasury rates: Leveraging strategy
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Session leaders:
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Nolan Henry, Executive Director, UBS Realty Investors
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Kate Bassett, Director, Associate Portfolio Manager, Invesco Real Estate
3.45pm End of meeting
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feedback & pictures from the portfolio management meeting 2024
"I thought that the facilitators did an excellent job pacing the programing and encouraging thoughtful conversation. They were very knowledgeable on the topics and asked the right questions of the group."
"It was nice to collaborate with peers and think of proactive ways to improve for the benefit our our collective investors."




location
Convene​: Venue 42
5 Times Square
New York, NY 10036
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NAREIM will not have a hotel room block for the Portfolio Management meeting. Below are some nearby hotels. ​​​​​

2025 committee members
Co-Chair: Kate Bassett, Invesco Real Estate
Co-Chair: Scott Dunphy, MetLife Investment Management
Will Hedley, BGO
Justin Shanahan, CBRE Investment Management
Kate Davis & Ian Braverman, Harrison Street Real Estate Capital
Susan Kolasa, JPMorgan Asset Management
Lucas Kimmel, LaSalle Investment Management
Mike Fenner & TJ Hofheimer, National Real Estate Advisors
Ki Park, Nuveen Real Estate
Samantha Davis, Sentinel Real Estate Corporation
Drew Stepanek, Stockbridge Capital Group
Jake Maliel, TA Realty
Nolan Henry, UBS Realty Investors
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 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.