Sustainability: SFDR
Dec 20, 2021, 12:00 PM
Online: 1 hr

You attend meetings to network. At NAREIM, we honor the investment of your time by ensuring our content is focused on helping you build personal relationships with peers, who are facing the same challenges and opportunities as you.


The NAREIM Sustainability Virtual Connection is intended to help you reconnect with peers throughout the year - in order to discuss timely issues of importance and to share ideas and solutions.


With whole-room and case study discussion at its foundation, this virtual meeting is focused on candid conversations. At just 1 hour they provide time for a deeper analysis of the key issue of the session - but don't overtake your day, not least as your return to the office environment and juggle networking virtually and day-to-day employee needs.


The first of a series of member conversations focused on Sustainability & ESG, this meeting dives into Sustainable Finance Disclosure Regulation (SFDR) and what this new transparency requirement means for real estate investment management firms of varying size, scope, strategy and geographic reach.

 

Agenda

Virtual Connection

December 20, 2021

12pm-1pm ET

  • 12pm ET: Welcome Comments

    • Mona Benisi, Executive Director, Global Head of Sustainability Real Assets, Morgan Stanley Real Estate Investing & Chair, NAREIM Sustainability Committee

 

  • 12.05pm: SFDR overview and 2022 outlook: impact on investment managers

    • Paul Sutcliffe, Founder & Director, EVORA Global

      • A brief, 15-min presentation with EVORA Global provides members with an overview of SFDR and its next phase of implementation. We discuss:

        • The aim of SFDR

        • Which types of funds require SFDR disclosure

        • How SFDR's impact varies across  by size, scope, strategy and geographic reach of the real estate investment management firm

        • What actions investment managers should take to achieve SFDR Level 2 compliance

        • The impact of SFDR on day-to-day business operations and job roles

        • Strategies to engage investors and stay competitive in an increasingly ESG-concerned market
           

  • 12.30pm: Member-only discussion: SFDR and its integration with existing ESG strategies

    • In 45-mins of whole room Q&A, members discuss how they are rethinking their day-to-day organizational processes and procedures, and long-term ESG strategies, in light of SFDR's next phase of implementation. Discussion questions include:

      • How are you thinking about SFDR? What measures are you taking? 

      • What do you anticipate its impact will be on your day-to-day processes?

      • Where are you seeking advice, and how are you vetting consultants?

      • How does SFDR disclosure integrate with existing ESG strategies?

      • What challenges are you facing?

      • Where are you encountering ambiguity?

      • What’s having the greatest success? 
         

  • 1pm: End of meeting

2021 pLanning committee members

Chair: Mona Benisi, Morgan Stanley Real Estate Investing

Co-chair: Jill Brosig, Harrison Street Real Estate

Co-chair: Uma Pattarkine, CenterSquare Investment Management

 

Committee members:

Anne Peck, TA Realty

Thomas Rucker & Hannah Tillmann, Berkshire Residential Investments

Rachel Woolf, Blue Vista Capital Partners

Elena Alschuler, LaSalle Investment Management

Mark Vollmer, New York Life Real Estate Investors

Jessica Long & Nichole Wiley, Nuveen Real Estate

Bob Geiger & Tony Liou, Partner Engineering and Science

Arielle Birenberg, Stockbridge Capital Group

June Munshi, The CenterCap Group

Alexander Hlavacek, The Inland Real Estate Group

Thomas Enger, UBS Real Estate

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.