PERE
Network
Network
America Forum 2023
15 - 16 November 2023,
Convene at 117 West 46th Street New York
Connecting American capital to global real estate
The PERE Network’s 18th annual America Forum on November 15-16 will discover effective investment strategies for North American real estate markets in New York.
Discuss current trends with North American real estate’s most influential gathering of institutional investors, fund and asset managers, developers, and strategic partners:
- Position your current and future investments to meet increasing investor sustainability demands
- Navigate risks arising from an unprecedented inflationary and interest rate environment
- Learn how to manage distressed assets in struggling sectors
- And more …
Buy your PERE Network membership today and join us at the America Forum this November.
Getting 97 Done: Implementation and impacts
Rohit Aggarwala will discuss the implementation and the impact of several city policies, including Local Law 97, one of the boldest pieces of climate legislation in the world.
Join us to start strategizing on how you can cut your emissions by 40% in 2030 and by 100% by 2050 in New York City.
Rohit Aggarwala
Chief Climate Officer and Department of Environmental Protection Commissioner
New York City
Leading CalSTRS’ real estate business through unpredictable times
Julie will discuss capital allocations at the present time and the new commitments to real estate managers. She will also share her insight on the future of office, particularly through a sustainability and ESG lens.
Join us to discover how to better manage your assets and upgrade your allocation during an unprecedented inflationary and interest-rate environment.
Julie Donegan
Investment Director, Real Estate
CalSTRS
The power of the institutional ownership of operating companies
Dennis has been actively involved in the real estate industry for over 32 years working in the Americas, Asia and Europe. His experience includes real estate acquisitions, developments, M&A, equity and debt fundraising in both the public and private markets.
Join Dennis to discuss the power of the institutional ownership of operating companies and the benefits of “in-house” operating companies with regards to portfolio growth, talent retention and diversification of staff skillset.
Dennis Lopez
Chief Executive Officer
QuadReal Property Group
A “Real Estate Reckoning”
John will discuss the long-term investment outlook for commercial real estate, including commentary on a “tsunami” of real estate loans maturing through 2025 and the implications of bank pressures from rising interest rates and a looming recession.
Explore how various parts of the CRE capital spectrum are impacted by the rapidly changing landscape so you could maximize your growth.
John Murray
Managing Director, Global Private Real Estate
PIMCO
Accelerate your fundraising
Reconnect with American investors allocating across a wide spectrum of real estate strategies through the networking-focused program.
Expand your investor network
Meet investors allocating to North American real estate and understand their preferences for allocations.
Better connections
Connect with North American investors year-round through pre-event meetings and post-Forum conversations with PERE Network membership. Access 1,000+ global investors and managers, monthly insights, and online meetings with industry leaders.
2023 speakers
Apply for complimentary access to the PERE Network to be able to attend the America Forum this November 15-16.
Apply for complimentary access
A limited number of complimentary passes are available for allocators and institutional investors to join the event.
Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for access and a member of our team will follow up with you to secure your pass.
2023 speakers
PERE America Forum brings together C-level executives and industry thought-leaders to speak about the latest macroeconomic trends and insight impacting your strategies and plans in the region. Download the agenda to learn about the sessions to be discussed at the Forum.
Please contact Ben Moss at ben.m@peimedia.com for a discussion on key topics and speaking opportunities at the PERE America Forum 2023.
Rohit T. “Rit” Aggarwala
Chief Climate Officer, New York City
Rohit T. “Rit” Aggarwala was appointed Commissioner of the New York City Department of Environmental Protection and the City’s Chief Climate Officer in February 2022. During his time as Commissioner, DEP has embraced a leadership role on both stormwa… Read full bio
Ankit Bhatt
Managing Director, Investment Head – Industrial, Oxford Properties Group
Ankit Bhatt oversees Oxford’s US Industrial investment business and is responsible for the overall strategic direction and investment activities within the sector. He has led Oxford’s entry into the US Logistics space since 2018 which today is a ~US$… Read full bio
David Armitage
Senior Vice President, CBRE Affordable Housing
David Armitage is Senior Vice President at CBRE Affordable Housing, responsible primarily for M&A advisory, portfolio sales, and specialty financing solutions. Throughout his career he has closed over $23 billion in transactions and financing. Pr… Read full bio
Mark Biancucci
Chief Financial Officer, US, Lendlease
Mark was appointed Chief Financial Officer, US in December 2021 and is based in our New York Office. Prior to his current role, Mark was Executive General Manager, Finance for the Development business, responsible for the financial management of the… Read full bio
Jonathan Brasse
Senior Editor, Real Estate, PEI Media Real Estate Publications
Jonathan is Senior Editor for the Real Estate Group of private markets publishing and media group PEI. The group comprises publications PERE and Real Estate Capital. He is responsible for setting the editorial agendas for the print and online edition… Read full bio
Steven Boydstun
Managing Director and President MUFG Fund Services (USA) LLC
As President of MUFG Capital Analytics, LLC, a US Private Equity and Real Estate Fund Administrator, Steven is responsible for developing business unit strategy; developing key long term client relationships; and leading Client Relationship Managemen… Read full bio
Gila Cohen
Head of Global Institutional Partnerships, Monroe Capital
Gila R. Cohen, is the former Chair of the Investment Advisory Board MUFG IS (Mitsubishi UFJ Financial Group), and was responsible for advising on financial services and investments in alternatives. Prior to this, Ms. Cohen was Chief Investment Strate… Read full bio
Jim Costello
Head of Real Estate Economics, MSCI
Jim Costello is an economist who analyzes the commercial property markets. Jim communicates stories on market performance to clients of MSCI in numerous written articles and in presentations that rely on Jim’s conversational speaking style. Jim has w… Read full bio
Rhys Davies
Partner, ESG & Impact, Kirkland & Ellis International LLP
Rhys Davies is a partner in the ESG & Impact Practice Group in the London office of Kirkland & Ellis International LLP. Rhys has more than 15 years of ESG experience, including advising private equity firms, public companies and project spons… Read full bio
Adi Divgi
Founder and Chief Investment Officer, Divino Global Holdings LLC
Adi Divgi is Founder/CIO at Divino Global Holdings, which he founded in 2023 to provide investors access to capacity-constrained and hard-to-access private market opportunities. Previously, he was Managing Director of Strategic Wealth at Legacy Wealt… Read full bio
Bradford Dockser
Founder and CEO, Green Generation
Bradford H. Dockser is the Chief Executive Officer and Co-Founder of Green Generation. Founded in 2011, GreenGen transforms and decarbonizes the built environment through its visionary end-to-end approach to innovation and solutions that integrate en… Read full bio
Julie Donegan
Investment Director, Real Estate, CalSTRS
Julie Donegan became the Director of Real Estate in August 2023, and is responsible for directing an investment staff of over 25 people and overseeing a real estate portfolio totaling approximately $50 billion as of July 31, 2023. Ms. Donegan joined… Read full bio
Chris Ebersole
Investment Officer, Oregon State Treasury
Chris Ebersole is a Real Estate Investment Officer for Oregon State Treasury where he is responsible for the allocation, oversight and execution of the Oregon Public Employees’ Retirement Fund real estate portfolio. Prior to joining the Oregon real e… Read full bio
Jeffrey Fine
Global Head of Real Estate Client Solutions & Capital Markets, Goldman Sachs Asset Management
Jeffrey Fine is the Global Head of Real Estate Client Solutions & Capital Markets within Goldman Sachs Asset Management and a partner in Real Estate Asset Management. Jeffrey is a member of the Global Real Estate Investment Committee, which appro… Read full bio
Vaibhav Gujral
Senior Partner, New York, McKinsey ＆ Company
Vaibhav leads our global work in digital and analytics in the real estate sector. In this capacity, he works with leading real estate investors, owners, operators, and services companies on topics related to innovation and digital strategy, new busin… Read full bio
Brice Hafner
Senior Managing Director, Industrial, Crow Holdings Capital
Brice Hafner is Senior Managing Director in the Industrial Group of Crow Holdings Capital, where he is responsible for the oversight of all industrial acquisitions, development, leasing, and dispositions in the Western region of the United States. He… Read full bio
Julia Haugg
Head of PERE Network, PEI Group
Julia Haugg is Head of the PERE Network, where she manages the global real estate membership of institutional investors and managers, spread across North America, Europe, and APAC. Her work includes setting the yearly agenda of online and in-person N… Read full bio
Zoe Hughes
Chief Executive Officer, NAREIM
Zoe has more than 20 years of communications expertise and is currently CEO of NAREIM, the industry association dedicated to the business and organizational strategy of real estate investment management. Founded in 1990, NAREIM today represents real… Read full bio
Sarah Jancot
Senior Investment Manager, Unlisted Real Estate, Global Logistics, NBIM
Sarah Jancot is Senior Investment Manager of Global Logistics Real Estate at NBIM, Norway’s oil fund. NBIM’s unlisted logistics portfolio consists of approximately 135 million square feet across 12 countries. As of Q3 2023, NBIM’s equity investment i… Read full bio
Doyle Kim
Managing Director, Hana Securities
Current position is a Managing Director of Hana Financial Investment (Top Investment Bank in Korean Real Estate Finance industry) as a head of Real Asset Investment Finance Department leading a Real Estate Investment Business in Korean Domestic and G… Read full bio
Jonathan Kivell
Director of Community Investments, Federal Reserve Bank of New York
Jonathan Kivell is the Director of Community Investments in the Outreach and Education group of the Federal Reserve Bank of New York. In this role, he works with financial institutions, government agencies, and for-profit and non-profit organizations… Read full bio
Evelyn Lee
News Editor, PERE
Evelyn Lee is Editor for PEI Group’s real estate-focused publication, PERE, overseeing global news coverage for both its digital and print platforms. Based in London, she manages a team of journalists across PEI’s offices in New York, London and Hong… Read full bio
Ed Lerum
Head of Global Logistics Real Estate, Norges Bank Investment Management
Ed is Head of Global Logistics Real Estate at NBIM. He leads NBIM’s unlisted logistics real estate strategy, transactions and asset management. NBIM’s unlisted logistics portfolio consists of approximately 136 million square feet across 12 countries.… Read full bio
David Levine
Co-Head of Americas Acquisitions, Blackstone Real Estate
David Levine is Co-Head of Americas Acquisitions for Blackstone Real Estate. Since joining Blackstone in 2010, Mr. Levine has been involved in more than $100 billion of real estate investments across several property sectors and has worked on various… Read full bio
Lee Levy
Co-Head of US Real Estate Credit Investing, Goldman Sachs Asset Management
Lee is a managing director in the Real Estate Group within Goldman Sachs Asset Management, serving as co-head of US Real Estate Credit Investing. He joined Goldman Sachs as a managing director in 2017. Prior to joining the firm, Lee spent seven years… Read full bio
Anthony Lipardis
Principle and Director of Real Assets, Bessemer Trust
Mr. Liparidis is Principal and Director of Real Assets at Bessemer Trust. In this role, he is responsible for overseeing the firm’s Real Assets funds including sourcing, allocating to, and monitoring real assets investments. He is a member of the fir… Read full bio
Rob Little
Head of Real Estate
Mr. Robert (Rob) F. Little, CFA, is the Head of Real Estate - Alternative, Investments for MassMutual, with responsibilities including oversight of direct and indirect equity real estate and commercial mortgage exposures. This includes providing stra… Read full bio
Jason Longo
Real Estate Americas, Senior Investment Leader, Partners Group
Jason Longo is part of the Private Real Estate Americas business unit, based in New York. He has 23 years of industry experience. Prior to joining Partners Group, he worked at PIMCO as a senior vice president, iStar Financial and AllianceBernstein. H… Read full bio
Dennis Lopez
Chief Executive Officer, QuadReal Property Group
Dennis Lopez joined QuadReal as CEO in June 2017. He is responsible for the leadership of the company and its global investment strategy. His mandate is to create a market leading, global real estate investment firm that delivers strong performance a… Read full bio
Saul Lubetski
Vice Chairman, Harbor Group International
Saul Lubetski serves as Vice Chairman of Harbor Group International and is responsible for all aspects of building and maintaining relationships with HGI’s worldwide network of institutional, corporate, and high-net-worth investors, and is a member o… Read full bio
Margaret McKnight
Partner, StepStone Group
Ms. McKnight is a member of the real estate team and focuses on various investment and portfolio management activities. She is also a committee member of the StepStone Charitable Giving Program and on the Global Allocation Committee. Prior to joining… Read full bio
Hank Midgley
Managing Member, Rockpoint
Hank Midgley oversees Rockpoint's capital raising, new business development and investor relations activities. Mr. Midgley is based in Rockpoint’s Boston office. Prior to joining Rockpoint in 2010, Mr. Midgley worked at Beacon Capital Partners as a M… Read full bio
Zack Montebell
Managing Director, Green Bank of NY
Zack Montebell is a Vice President at NY Green Bank and heads the Impact and Portfolio Analysis team. Mr. Montebell provides support to all day-to-day business and operations activities, with a particular focus on the calculation, measuring, reportin… Read full bio
John Murray
Portfolio Manager, Commercial Real Estate, PIMCO
Mr. Murray is a managing director and portfolio manager in the Newport Beach office, and leads PIMCO's global private commercial real estate team. Prior to joining PIMCO in 2009, he structured real estate transactions throughout the U.S. at JER Partn… Read full bio
Michael Neuman
Head, Industrial, United States and Latin America, Ivanhoe Cambridge
Michael Neuman has held the position of Head, Industrial, United States and Latin America since 2022. In this role, he oversees the management of Ivanhoé Cambridge’s existing platforms in the United States and Brazil and investment diversification in… Read full bio
Jonathan Pearce
Head, Investments, Office, and Life Sciences, US, Ivanhoé Cambridge
Jonathan Pearce is responsible for leasing across Ivanhoé Cambridge’s Office & Industrial platforms in North America. He is also Co-Head of Development for Ivanhoé Cambridge’s Office & Industrial asset classes. His responsibilities include le… Read full bio
Jon Pharris
Co-Founder and President, CapRock Partners
Jon Pharris is Co-Founder and President of CapRock Partners, where he oversees all facets of the firm’s investment activity and equity and debt across the firm’s platforms. Jon also co-manages CapRock’s Investment Committee. Prior to co-founding CapR… Read full bio
Prashant Raj
Managing Director, U.S. Real Estate Debt, QuadReal
Prashant Raj joined QuadReal in September 2020. As Managing Director, U.S. Real Estate Debt, he focuses on debt investments including mortgages, mezzanine loans, commercial real estate bonds and platform investments in the United States. He brings 22… Read full bio
Sajith Ranasinghe
Managing Director, Global Real Estate, of The Church Pension Fund (CPF).
Sajith Ranasinghe is Managing Director, Global Real Estate, of The Church Pension Fund (CPF). His primary responsibility is oversight of the global real estate investment portfolio. He joined CPF in 2007. During his tenure, he spent two years in CPF’… Read full bio
Samantha Rowan
Editor, Real Estate Capital USA
Samantha Rowan is the editor of Real Estate Capital USA, a PEI Media publication which sits alongside Real Estate Capital Europe and PERE. Prior to joining PEI, Sam was the editor of publications that included Real Estate Finance & Investment, Se… Read full bio
Kelly Ryan
Partner, Kirkland & Ellis
Kelly Ryan is the global leader of the Firm’s real estate funds practice, with 20+ years of experience focused exclusively on real estate private equity across the U.S., Europe and Asia. Kelly represents many of the largest global private equity firm… Read full bio
Snehal Shah
Reporter, New Private Markets, PEI Media
Snehal Shah is a reporter for New Private Markets, PEI Media’s sustainability-focused publication. She covers ESG, sustainability and impact investments including investors’ allocations and policies; managers’ investment strategies and ESG and divers… Read full bio
Sandeep Singh
Global Business Development Lead, IFC
Sandeep Singh is the Global Business Development Lead for the Green Building Program of International Finance Corporation, part of the World bank Group. A seasoned real estate professional specializing in real estate investments, real estate developm… Read full bio
Nishu Sood
Managing Director, Real Estate Research, Pretium
Nishu Sood is Managing Director, Head of Real Estate Research at Pretium. His team supports the firm’s investment, communications and other activities through fundamental research. Prior to joining Pretium in 2021, Nishu spent two decades as the lead… Read full bio
Thomas Stanchak
Director of Sustainability, Stoneweg US
Tom began his career with Stoneweg US in 2017 as an Asset Manager, where he was responsible for overseeing operations, maximizing occupancy, and maintaining budgets for 17 assets in the Midwest region. In 2019, Tom was promoted to Senior Asset Manage… Read full bio
Ned Stiker
Senior Managing Partner, Head of Client Relations and Capital Markets, Cortland
Ned spearheads the firm's capital generation, fund, and investor relation strategies. Ned has experience developing and managing institutional investor relationships, as well as expertise in financial analysis and modeling. Experience + Education • M… Read full bio
Varuth (Nu) Suwankosai
Head of Global Credit, Oxford Properties
Varuth (Nu) Suwankosai is Head of Global Credit at Oxford Properties, a leading global real estate investor, developer and manager. A member of Oxford’s Executive Committee, Nu has worked at Oxford Properties as a Vice President in Investments since… Read full bio
Matt Tepper
Head of Americas, Indirect Real Estate Strategies, CBRE
Matt Tepper, based in the Boston office, joined CBRE Investment Management in 2009. As Head of Americas, Indirect Real Estate Strategies, Matt is responsible for indirect investment activity in the region including sourcing, executing investments and… Read full bio
Pamela Thomas
Head of US Real Estate, CPP
Pamela Thomas is the Head of US Real Estate Investment for CPP Investments and a member of the Fund’s Global Leadership Team. Prior to joining CPPIB in 2017, Pamela was an Executive Director with JP Morgan Asset Management, responsible for New York M… Read full bio
Elisabeth Troni
Global Portfolio Strategist, CBRE Investment Management
Elisabeth Troni is the Fund Manager of the Global Alpha Fund within the Global Indirect Real Estate Strategies team. Based in London, Liz is responsible for performance and strategy of the Fund working in close collaboration with the CIO of Global Re… Read full bio
Bert van den Hoek
Head of New York, Bouwinvest
Bert van den Hoek has been Head of Bouwinvest’s New York office since the beginning of 2020 leading the origination efforts of real estate investments in North America on behalf of the Dutch Construction Workers Pension Fund, bpfBOUW. Bert has worked… Read full bio
Marc Weiss
Partner, Chairman of Private Real Estate, Partners Group (USA) Inc.
Marc Weiss is based in New York and is the Chairman of the Global Private Real Estate business of Partners Group. He is a member of the Private Real Estate Direct Investment Committee and the Private Real Estate Partnership Investments Investment Com… Read full bio
Dan Winters
Senior Director, Strategic Initiatives, GRESB
Dan is responsible for increasing GRESB’s international scope and impact by engaging institutional investors; expanding GRESB participation among private equity firms, multi-national lenders and REITs; establishing industry partnerships; and driving… Read full bio
Michelle Zhang
Senior Associate, Portfolio Management, Real Estate Impact Investing, Nuveen
Michelle is a portfolio management senior associate on the Real Estate Impact Investing team at Nuveen Real Estate. She joined the team in July 2021. Her responsibilities include: directing and managing real estate portfolio and property transactions… Read full bio
Thought leadership, branding and networking opportunities
Be part of thought-provoking discussions with leading institutional investors, fund and asset managers, developers, advisers, and strategic partners. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more …
For exclusive sponsorship packages for 2023, contact Nick Hayes, our Global Business Development Director of Real Estate at nick.h@peimedia.com
Thanks to our 2023 sponsors
THE NETWORK FOR GLOBAL REAL ESTATE
Make better connections at the America Forum and beyond
The PERE Network is a year-round program of networking and content that enhances the experience of our members at the PERE America Forum.
Members can connect with more than 1,200 investors and managers throughout the year, setup pre-meetings with those attending the Forum, meet in-person on the day, or pick up a conversation after the Forum:
- Find investors who match your investment strategies and set up meetings ahead of the event on our membership platform.
- Get personalised introductions to investors that fit your profile from our dedicated networking team before, during, and after the event.
- Access unique, business critical insights exclusive to members including; webinars, podcasts, special interest groups and attendance to any event within the global PERE portfolio.
Our network makes decisions that shape markets
Explore opportunities with investors from across the globe today with access to the most influential private real estate network.
Want to understand more about who you will meet and what to expect at the Forum? Talk to our team today.
America Forum attendees get more
By attending the America Forum you will join real estate’s most influential global community, PERE Network. Membership will give you access to:
- PERE Connect – our new tailored networking service
- Content and insights to drive better decisions
- Access to the investor directory
- And much more …
Talk to our team to find out how the Forum and the PERE Network membership can help grow your firm.
PERE Global Events
Join our events globally to gain access to in-depth content, insights, and in-person networking opportunities with institutional investors. Contact our team to learn more.
Institutional Investors at the PERE America Forum 2023
Complimentary passes are available for allocators and institutional investors to join the PERE Network’s America Forum.
Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for a pass and a member of our team will follow up with you to secure your pass.
Investors at PERE America Forum 2023
The forum is the largest meeting place for institutional and private investors, and other members of the real estate community in North America.
Check out the benefits of joining the conference and who among your peers you will be joining. Apply for a complimentary pass for your or your team today.
Meet the biggest global funds
Network and arrange one-to-one meetings with the biggest and leading real estate managers.
Network with your peers
Take advantage of our networking sessions to connect with your peers and understand their strategies and allocation approach to real estate.
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Get the latest insights
Discuss the opportunities and challenges your peers are facing in the market.
Explore opportunities
Find investment opportunities across traditional and emerging sectors, from data centers, life sciences, logistics, office and more.
Pre-Event Resources
View the key conversation topics
Download the agenda to see the trends shaping North American investors’ allocation strategies and markets across the region. These topics will shape the discussions at the PERE America Forum 2023.
Have a topic that you would like to discuss on the agenda? Contact Ben Moss today.
View agenda page
Agenda
Day 1 - Wednesday 15th
Event Opening
08:00 - 09:00
Registration & networking
08:15 - 09:00
LP-investor-only breakfast: 2024 Outlook
At the end of 2023, we are taking the opportunity to bring leading North American and international investors together in a private meeting to discuss where the global real estate markets are headed in 2024.
Join this exclusive, off-the-record opportunity to speak with fellow investors who are actively invested across the real estate industry to benchmark against peers, network, and understand how capital allocation behaviour might develop over the coming 12 months.
- Invited attendees, including private and institutional investors can enjoy breakfast with their peers
- Look ahead and discuss potential macroeconomic scenarios for 2024 in an off-the-record meeting
- Focused discussion group session facilitated by experts
08:15 - 09:00
PERE Lenders’ Workshop
Join this exclusive, off-the-record opportunity to speak with lenders actively invested across the risk spectrum to understand lending and refinancing requirements for existing and new clients over the coming months.
- Is the time finally right for alternative debt funds or will traditional lenders resume lending activity?
- Learn from experts how pricing and margins are expected to develop over the next 12 months
- Understand the financing environment in this dynamic workshop with traditional and alternative lenders
09:00 - 09:15
Welcome from PERE and Chair
Jonathan Brasse,
Zoe Hughes
Plenary sessions
09:15 - 09:30
PIMCO’s John Murray presents: a “Real Estate Reckoning”
John Murray
Insights from a June 2023 report discussing the long-term investment outlook for commercial real estate, including commentary on a “tsunami” of real estate loans maturing through 2025 and the implications of bank pressures in the U.S. and Europe, rising interest rates and a looming recession. John will talk about the state of the market, including how various parts of the CRE capital spectrum are impacted by the rapidly changing landscape, before joining join a panel of his peers to reflect on the market dislocation.
John Murray, Managing Director, Global Private Real Estate, PIMCO
09:30 - 10:15
What’s on the other side of a $1.5 trillion wall of commercial real estate debt maturing through 2025?
Samantha Rowan,
Lee Levy,
John Murray,
Prashant Raj,
Varuth (Nu) Suwankosai
- What are the economic, political and regulatory issues impacting the commercial real estate debt market today?
- Are more equity investors looking at CRE debt as a strategy? Is this a long- or short-term play?
- How has the shift from banks to alternative lenders affected the lending landscape?
- Where does CRE debt sit in an institutional investor portfolio and how will that change as we enter the next cycle?
Moderator:
Samantha Rowan, Editor, Real Estate Capital USA
Speakers:
Lee Levy, Managing Director, Goldman Sachs
John Murray, Managing Director, Global Private Real Estate, PIMCO
Prashant Raj, Managing Director, U.S. Real Estate Debt, QuadReal
Varuth (Nu) Suwankosai, Head of Global Credit, Oxford Properties Group
10:15 - 11:00
Keynote panel: What next for global real estate investment?
Kelly Ryan,
David Levine ,
Saul Lubetski,
Elisabeth Troni
- How has the industry weathered the headwinds of high inflation, rising interest rates, and global recessions?
- Where is the capital coming from?
- What are the opportunities facing stakeholders in global real estate markets today?
Moderator:
Kelly Ryan, Partner, Kirkland & Ellis
Speakers:
David Levine, Co-Head of Americas Acquisitions, Blackstone Real Estate
Saul Lubetski, Vice Chairman, Harbor Group International
Elisabeth Troni, Fund Manager, CBRE Investment Management
Networking break
11:00 - 11:30
Coffee & networking break
Plenary session
11:30 - 12:00
Fireside chat: The power of the institutional ownership of operating companies
Julia Haugg,
Dennis Lopez
- How do you effectively manage assets? What models can be chosen from and how do they differ?
- How has QuadReal’s asset operations model developed over the last few years and how will it develop moving forward
- What are the benefits of “in-house” operating companies with regards to portfolio growth, talent retention and diversification of staff skillset
Speaker:
Julia Haugg, Head of PERE Network, PEI Group
Dennis Lopez, Chief Executive Officer, QuadReal
12:00 - 12:45
Keynote panel: Institutional Investors on capital allocation in the next decade
Jeffrey Fine,
Chris Ebersole,
Ed Lerum,
Sajith Ranasinghe
- How have recent market challenges affected investor allocations?
- What strategies are investors employing in real estate?
- How do North American investors view the global market? What countries and sectors are attractive to them?
Moderator:
Jeffrey Fine, Global Head of Real Estate Client Solutions, Goldman Sachs Asset Management
Speakers:
Chris Ebersole, Investment Officer, Oregon State Treasury
Ed Lerum, Head of Global Logistics Real Estate, Norges Bank
Sajith Ranasinghe, Head of Real Estate, Church Pension Group
Jeffrey Fine
Global Head of Real Estate Client Solutions & Capital Markets, Goldman Sachs Asset Management
Read bio
Lunch
12:45 - 14:00
Lunch and networking break
12:45 - 14:00
PERE Women's Circle: Networking lunch
Plenary sessions
14:00 - 14:45
Examining the rapid acceleration of secondaries and recapitalizations
Jim Costello,
Margaret McKnight ,
Matt Tepper,
Marc Weiss
- What are the main risks and opportunities facing secondaries investors?
- A lack of liquidity in the market is encouraging investors to opt out of recapitalized assets and portfolios
- How are fluctuating valuations impacting recapitalization?
Moderator:
Jim Costello, Head of Real Estate Economics, MSCI
Speakers:
Margaret McKnight, Partner, StepStone Group
Matt Tepper, Head of Americas, Indirect Real Estate Strategies, CBRE Investment Management
Marc Weiss, Partner, Chairman of Real Estate, Partners Group
Networking break
14:45 - 15:15
Coffee & networking break
Plenary sessions
15:15 - 16:00
Borderless Capital: Synergizing foreign institutional investors with the U.S. real estate market
Hank Midgley ,
Steven Boydstun,
Sarah Jancot,
Doyle Kim
- Understanding the appeal: the key factors that make the U.S. real estate market attractive to foreign institutional investors, the sectors and regions piquing investor interest
- Navigating cross-border transactions in the U.S.; overcoming regulatory and cultural differences to achieve successful partnerships and deals
- How can American funds effectively engage with foreign institutional investors and foster long-lasting relationships? What are the criteria and considerations foreign investors prioritize when seeking partnerships in the U.S.?
Moderator:
Hank Midgley, Managing Member, Rockpoint
Speakers:
Steven Boydstun, President, MUFG Investor Services
Sarah Jancot, Senior Investment Manager, Norges Bank
Doyle Kim, Managing Director, Hana Financial Investments
16:00 - 17:45
How are investors leading the sustainability conversation?
Rhys Davies ,
Rob Little,
Michael Neuman,
Pamela Thomas,
Bert van den Hoek
- How are investors and funds managing their decarbonization strategy in a volatile market?
- How do you achieve sustainability at scale? Where to dedicate your resources
- To what extent are investor expectations different in Europe and Asia compared to the US and Canada?
Moderator:
Rhys Davies, Partner, Kirkland & Ellis
Speakers:
Rob Little, Head of Real Estate, MassMutual
Michael Neuman, Head, Industrial, U.S. and LATAM, Ivanhoe Cambridge
Pamela Thomas, Head, US Real Estate, CPP Investments
Bert Van den Hoek, Senior Portfolio Manager, North America, Bouwinvest
16:45 - 17:15
Leading CalSTRS’ real estate business through unpredictable times
Evelyn Lee,
Julie Donegan
- How do you expect CalSTRS real estate’s business to change under your leadership?
- How are you thinking about capital allocations at the present time?
- How actively are you seeking new commitments to real estate managers?
- What are your views on the future of office, particularly through a sustainability and ESG lens?
Interviewer:
Evelyn Lee, Editor, PERE
Speaker:
Julie Donegan, Real Estate Investment Director, CalSTRS
Reception
17:15 - 18:00
Networking drinks reception
Agenda
Day 2 - Thursday 16th
Registration and networking
08:00 - 09:00
Registration and networking
08:30 - 09:10
Decarbonizing Real Estate Workshop
Meet ESG experts in this off-the-record meeting to understand how the decarbonisation agenda is impacting real estate values, funds, and investment decisions. Discuss amongst fellow investors and managers success stories and how the transition can positively impact the bottom line.
- What are solutions to decarbonise portfolios and the next priorities for real estate?
- Discuss how to futureproof existing stock and what impacts the green transition is having on investment and transaction behaviour
- Understand best practices and case studies from industry trailblazers and impacts on financial returns and portfolio value
09:10 - 09:15
Welcome from conference chairperson
Zoe Hughes
Conference chairperson:
Zoe Hughes, Chief Executive Officer, NAREIM
Plenary sessions
09:15 - 09:45
The future of AI and private real estate
Evelyn Lee,
Vaibhav Gujral
- How are industry players using AI algorithms to predict investment performance?
- What are the risks and benefits associated with the application of AI technologies?
- How might the regulatory landscape change to impact AI?
Moderator:
Evelyn Lee, Editor, PERE
Speaker:
Vaibhav Gujral, Senior Partner, New York, McKinsey & Company
09:45 - 10:30
Logistics & industrial - sunset or new dawn?
Gila Cohen,
Ankit Bhatt,
Adi Divgi,
Brice Hafner,
Jon Pharris
- How attractive still are logistics and industrial options to investors? Will it continue to be a strong pick in the years to come?
- How are debt fund managers viewing financing opportunities in logistics & industrial?
- What strategies are being deployed to reduce the carbon footprint and drive down operational costs of these assets?
Moderator:
Gila Cohen, Managing Director, Head of Global Institutional Partnerships, Monroe Capital
Speakers:
Ankit Bhatt, Managing Director, Investments, Oxford Properties
Adi Divgi, Chief Investment Officer, Divino Global Holdings LLC
Brice Hafner, Senior Managing Director, Industrial Group, Crow Holdings Capital
Jon Pharris, Co-Founder and President, CapRock Partners
10:30 - 11:15
New Life for Life Sciences
Samantha Rowan,
Mark Biancucci,
Jonathan Pearce
- With vacancy rising and a record level of lab/R&D space under construction, how will the life sciences sector perform relative to other asset classes amid broader economic headwinds?
- How will investment in established clusters compare with activity in emerging markets?
- What types of facilities will attract capital as the sector continues to mature? Will the majority of new supply be ground-up developments or conversions, and how might that differ across markets?
Moderator:
Samantha Rowan, Editor, Real Estate Capital USA
Speakers:
Mark Biancucci, Chief Financial Officer, US, Lendlease
Jonathan Pearce, Head, Investments, Office and Life Sciences, US, Ivanhoe Cambridge
Networking break
11:00 - 11:30
Coffee and networking break
Plenary session
11:30 - 12:00
Getting 97 Done: Implementation and impacts
Snehal Shah,
Rohit T. “Rit” Aggarwala
In this one-on-one session, New York City’s Chief Climate Officer and Department of Environmental Protection Commissioner Rohit Aggarwala will discuss the implementation and impacts of several city policies, including Local Law 97, one of the boldest pieces of climate legislation in the world, requiring most large buildings in New York City to cut emissions 40 percent by 2030 and 100 percent by 2050.
Attendees can expect to hear:
- How the Adams administration’s plan “Getting 97 Done” will mobilize buildings for Local Law 97 implementation
- How the major citywide proposal “City of Yes for Carbon Neutrality” will ease climate adaptation measures for building stakeholders
- How engagement and investment of the private sector can support public-sector climate efforts
Speaker:
Snehal Shah, Senior Reporter, New Private Markets
Rohit Aggarwala, Commissioner, NYC Department of Environmental Protection and Chief Climate Officer, New York City
12:00 - 12:45
Investment strategies in residential real estate
Ned Stiker,
Anthony Lipardis,
Jason Longo,
Nishu Sood,
Thomas Stanchak
- What residential assets are most attractive to investors?
- Where are the opportunities and risks for residential investors in America? What cities and regions will be the most attractive with hybrid working becoming the norm?
- How are investors and landlords dealing with expense increases, such as insurance increases?
Moderator:
Ned Stiker, Senior Managing Partner, Head of Client Relation and Capital Markets, Cortland
Speakers:
Anthony Lipardis, Principle and Director of Real Assets, Bessemer Trust
Jason Longo, Senior Investment Leader, Real Estate Americas, Partners Group
Nishu Sood, Managing Director, Real Estate Research, Pretium
Thomas Stanchak, Director of Sustainability, Stoneweg US
12:45 - 13:15
Impact investment panel – definitions, statistics and strategies
Jonathan Kivell,
David Armitage,
Zack Montebell,
Michelle Zhang
- How do you define and measure positive social impact?
- What types of real estate assets do investors and funds view as the best options to make an impact?
- Have you observed momentum in the impact investing space? Why is that?
- Understand recent fundraising efforts and projected growth in committed equity
Moderator:
Jonathan Kivell, Director of Community Investments, Federal Reserve Bank of New York
Speakers:
David Armitage, Senior Vice President, CBRE Affordable Housing
Zack Montebell, Vice President, Green Bank of New York
Michelle Zhang, Sr. Associate, Portfolio Management, Real Estate Impact Investing, Nuveen
Michelle Zhang
Senior Associate, Portfolio Management, Real Estate Impact Investing, Nuveen
Read bio
13:15 - 14:00
Building the future: technology’s role in sustainable real estate
Dan Winters,
Bradford Dockser,
Sandeep Singh
- Energy price volatility is increasing appetite to integrate renewable energy and battery storage technologies to reduce carbon emissions and increase value
- What technologies and methods are used during development to reduce embodied carbon?
- How do data capture and analytics technologies play a role in reducing operational costs and lowering the carbon footprint of an asset?
Moderator:
Dan Winters, Senior Director, GRESB
Speakers:
Brad Dockser, CEO, Green Generation
Sandeep Singh, Global Business Development Lead, IFC
Conference Close
14:00 - 15:00