​​​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: Blackbarn, 19 E 26th St, New York, NY 10010

• Time: 6:00pm-9:00pm ET

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Wednesday, June 4

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8:00am 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:

• Kate Bassett, Director, Associate Portfolio Manager, Invesco 

• Scott Dunphy, Senior Director, Real Estate Portfolio Manager, MetLife Investment Management

NAREIM:

• IvyLee Rosario, Head of Programs​​​​

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9:00am How to Structure & Develop a Successful Portfolio Management Team

This session will include a summary of results from a survey of NAREIM members on Portfolio Management function, structure, and development distributed prior to the meeting. Following that will be whole-room discussions centered around the proper allocation of work, responsibilities, and resources within a Portfolio Management team, and strategies for attracting and developing talent in the industry.

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Session leaders:

• Ian Braverman, Director, Portfolio Management, Harrison Street 

• Mike Fenner, Senior Director, Portfolio & Asset Management, National Real Estate Advisors

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10:00am Break 

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10:15am Alternative Property Types: Assessing Investor Appetite 

Subject matter experts join us to explore alternative sectors of real estate in more detail, including the benefits and challenges of those investing in them. The discussion will focus on self storage, data centers, and senior housing, but will touch on other alternatives as well.

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Session leaders:

• Justin Shanahan, Deputy Portfolio Manager, CBRE Investment Management 

• Kate Davis, Senior Portfolio Manager, Harrison Street

Speakers:

• Ben Wobschall, Executive Vice President, Data Center Capital Markets, CBRE Investment Management 

• Nick Walker, Vice Chairman, Self Storage Capital Markets, CBRE Investment Management

• Elliot Pessis, Managing Director & Head of Senior Housing Asset Management North America, Harrison Street 

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11:15am Break 

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11:30am Where is Your Firm on Its AI Journey?

​AI continues to evolve and advance with more firms beginning to adopt and integrate it into their processes. But what are firms using, how are they using it, and are they realizing the benefits?

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Session leaders:

• Will Hedley, Principal, BGO

• Scott Dunphy, Senior Director, Real Estate Portfolio Manager, MetLife Investment Management

• Drew Stepanek, Managing Director, Stockbridge Capital Group

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12:30pm Lunch​

• NAREIM will be hosting a separate lunch for Debt Portfolio Managers to network with each other in the Boardroom.

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1:30pm Debt Markets & Fund Leverage Strategies 

​This session will include a panel discussion on the debt markets focusing on both asset-level and fund-level financing, followed by whole-room discussions centered around leveraging strategies for real estate portfolios.

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Session leaders:

• Kate Bassett, Director, Associate Portfolio Manager, Invesco 

• Nolan Henry, Executive Director, UBS Realty Investors

Speakers:

• Yorick Starr, Managing Director, Credit Investments, Invesco

• Anthony Fertitta, Senior Managing Director, Capital Markets, JLL 

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2:30pm Break

 

2:45pm Portfolio Construction: What are Firms Leaning Into?

​In an environment where investor capital remains cautious, what objectives are portfolio managers prioritizing with the next marginal dollar raised? How are we tracking at the halfway mark of 2025 relative to what we envisioned at the start of the year? 

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Session leaders:

• Lucas Kimmel, Managing Director, LaSalle Investment Management

• Jacob Maliel, Partner, Portfolio Management, TA Realty

 

3:45pm End of meeting

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