PERE
America Summit 2022
15 - 16 November 2022,
Convene Well&, 151 West 42nd Street New York
Secure allocations. Build relationships. Find investments.
Discover effective investment strategies for North American private real estate markets at the 17th annual PERE America Summit on 15 – 16 November in New York.
Discuss current trends and the ongoing crisis with North American real estate’s most influential gathering of institutional investors, fund and asset managers, developers, and strategic partners.
Secure capital, build lasting relationships, and discover investment opportunities in North American private real estate markets.
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.
Gain strategic, actionable insight
Discover the hottest trends in American markets and find new opportunities across sectors.
Fireside chat with Bridge Investment Group Holdings
Real Estate Investment Outlook
The exclusive 30-minute Q&A session will reveal the $38 billion Salt Lake City headquartered investor’s approach to real estate allocations in the coming decade. Learn where Bridge Investment Group Holdings are targeting returns and how they are addressing volatile markets.
Bob Morse
Executive Chairman
Bridge Investment Group Holdings
Discussion topics that shape North American markets
Download the agenda to see the trends impacting North American investors and markets, including:
- 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 …
Meet North America's largest investor network
Build stronger relationships and increase your visibility by staying in front of the global community of investors.
2022 speakers include
Testimonials
William Turmann
LRI Group Luxembourg
Arguably the best platform for industry experts in the US.
Robert Munday
BIL Manage Invest
An unparalleled opportunity to hear industry leaders and key decision-makers answering direct questions in a frank and engaging manner.
Mark Thigpen
King & Spalding
Terrific content, knowledgeable speakers, and a great opportunity to share ideas.
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 Summit 2022.
Have a topic that you would like to discuss on the agenda? Contact Ben Moss today.
View agenda page
Agenda
Pre-conference - Monday 14th
Reception
18:00 - 20:00
Grand opening cocktails
Agenda
Investor strategy day - Tuesday 15th
Pre-conference workshop
08:45 - 09:30
Investor-only strategy workshop: Building for long term growth (Invitation only)
Ken Munkacy,
Bill Schwab
A closed-door session, under Chatham House Rule, exclusively for investors within the PERE Global Passport to discuss the opportunities and challenges they face in the market today. The PERE team will present data from our research to support the conversation.
- How has the industry adapted to the challenges in 2022?
- What are the key opportunities in the global real estate investment market?
- How do you adapt your investment strategy in a volatile environment?
Co-moderators:
Ken Munkacy, Senior Managing Director, Kingbird Investment Management
Bill Schwab, Executive Chairman, LCI Investments
Event opening
08:45 - 09:30
Registration & networking
09:30 - 09:45
Opening remarks & welcome from PERE
Plenary sessions
09:45 - 10:30
Opening keynote panel: Adapting strategic decisions to the rapid pace of macro-economic change
- How have inflation, interest rate rises and more affected the global investment landscape in the last year?
- Discover how to align your global investment strategy in an increasingly volatile market
- What are the macroeconomic trends influencing real estate investment in the next 10 years?
10:30 - 11:15
Keynote investor panel: what do investors care about?
Steve Hason
- What keeps investors up at night? How do these fears impact partnerships with GPs?
- How do investors select their fund managers? What fund manager skillsets and capabilities
are becoming more necessary for partnerships to form? - How can fund managers succeed more at the pitching table?
Panelists:
Steve Hason, Managing Director, Head of Americas Real Assets, APG
Networking break
11:15 - 11:45
Coffee & networking
Plenary sessions
11:45 - 12:30
Keynote panel: Navigating a turbulent market: Leading fund manager strategies
Kelly Ryan,
Amy Price,
Mark Van Zandt
- What sectors and regions are leading fund managers looking for increased returns for their investors in the next 10 years?
- Hear from a cross-section of fund managers who have exposure to core through to opportunistic and understand what opportunities and risks they see in the next decade
- How are leading funds adapting to meet the demands of investors regarding increased liquidity, ESG targets and exposure to growing sectors such as life sciences, data centers and more?
Moderator:
Kelly Ryan, Partner, Kirkland & Ellis
Panelists:
Amy Price, President, BentallGreenOak
Don Mullen, Founder and CEO, Pretium
Mark Van Zandt, Managing Director, King Street Capital Management
12:30 - 13:15
Investor insights: Domestic market outlook: Has the storm of inflation passed?
Sean Bannon
- What are the regional investors’ views on the market currently? How are they navigating rising inflation, increased interest rates by The Federal Reserve, geopolitical turmoil, and other stresses?
- What impact will globalization have on the North American real estate investment landscape and is it here to stay?
- What are the opportunities in the region from core to opportunistic that investors can gain exposure to in the next decade? How are the traditional sectors faring in amongst all of this?
Panelists:
Sean Bannon, Managing Director, Head of US Real Estate, Zurich Alternative Asset Management
Lunch
13:15 - 14:30
Networking lunch
Plenary sessions
14:30 - 15:00
Global investor insights: How do overseas investors view the North American market?
- How do investors in Asia and Europe view the North American market in the current economic environment?
- How will deglobalization impact investment from Asia and Europe?
- What sectors are foreign investors looking to gain exposure to? Where is the capital coming from? How are they viewing traditional sectors like retail and office?
15:00 - 15:45
Global market opportunities: Position your portfolio for decades to come
Daniel McHugh
- What are the opportunities for North American investors to gain exposure to in Europe and Asia in the coming decade?
- How should North American investors approach deals in these regions? How do they differ in the regulatory landscape, environmental and social investment standards, and culture?
- What sort of partners do you need in these regions?
Panelists:
Daniel McHugh, Chief Investment Officer, Real Assets, AVIVA Investors
Networking break
15:45 - 16:15
Coffee & networking
Plenary sessions
16:15 - 16:50
Deep dive: Creating a long-term ESG-focused investment portfolio
Mary Beth Houlihan,
Pamela Thomas
- How do investors navigate the complexities of going green? How can investors turn their net-zero commitment into a reality and see returns?
- How do investors measure the social impact of their investments? How do their strategies differ when approaching investments in affordable housing, shelters and more?
- What are the risks in not complying with increasing ESG demands and upcoming legislation globally?
Moderator:
Mary Beth Houlihan, ESG & Impact Partner, Kirkland & Ellis
Panelists:
Pamela Thomas, Managing Director of US Real Estate Investments, CPP Investments
16:50 - 17:15
Closing keynote: Fireside chat
Peter Benson,
Bob Morse
- Understand evolving investor approaches and where they are targeting returns in the coming decade
- Understand what sectors, geographies and strategies are resonating most with leading North American investors
- What are the most pressing challenges facing investors in the real estate investment market in the next decade?
Moderator:
Peter Benson, Senior Reporter, PERE
Panelists:
Bob Morse, Executive Chairman, Bridge Investment Group Holdings
Reception
17:15 - 19:00
Networking cocktails & members-only ‘Evening with PERE Editors’
Agenda
Main conference - Wednesday 16th
Event opening
08:00 - 08:15
Invite only investor breakfast briefing
08:15 - 09:00
Registration & networking
09:00 - 09:10
Opening keynote: PERE’s big themes
Join PERE’s editorial team as they review the biggest themes from the last 6 months, reflecting on macroeconomic, geopolitical, and industry-specific happenings.
09:10 - 09:30
Keynote Fireside Chat: Showcasing Global Expertise
Peter Benson,
Michael Turner
- Hear from Michael Turner, President at Oxford Properties Group, a leading global real estate
investor, asset manager and business builder managing approximately C$70 billion of assets
across 4 continents - Get the key takeaways from Oxford’s recent activities including acquisitions in logistics,
investment in world-class biomedical research facilities and more - Understand what drove Oxford to diversify in the past decade from an 88% concentration in
Canada in 2010 to a 70% international footprint in 2021 that covers nearly all property types
Moderator:
Peter Benson, Senior Reporter, PERE
Panelist:
Michael Turner, President, Oxford Properties Group
Plenary sessions
09:30 - 10:00
Creating increased value through asset operations strategies
- What are the needs of logistics occupiers as the impact of the COVID-19 pandemic subsides?
- How are companies reconfiguring their supply chains and what impact will this have on their needs for logistics space?
- What are the prospects for multi-story logistics assets? What are the views of investors and occupiers?
- Understand the opportunities for investors such as deglobalization, which is driving governments to repatriate supply chains and companies reconfiguring their supply chain real estate needs due to labor shortages and the effects of the pandemic
10:00 - 10:30
Scaling for the next phase of growth
Tim Buchner
- Understand how to better collect and analyze data to inform better investment decisions
- What tools do you need to better collect, manage, and utilize data?
- How have firms been trying to solve today’s data problems and the outcomes?
Panelists:
Tim Buchner, Chief Operations Officer, State Street
Networking break
10:30 - 11:00
Networking & coffee
Plenary sessions
11:00 - 11:30
Commercial real estate pricing: identifying risks & opportunities in a distressed market
Mike Kamienski,
Brent Maier
- What are you seeing in the marketplace in terms of pricing of CRE deals?
- Inflation is at higher levels than we have seen in decades. How will this affect CRE deals?
- Which markets are hottest for CRE deals right now?
- Are there any signals about a possible recession and what does that do to the CRE market?
Panelists:
Mike Kamienski, Partner and National Real Estate Practice Leader, Baker Tilly
Brent Maier, Real Estate Valuation Partner, Baker Tilly
11:30 - 12:00
Lending without a playbook - how macro events are hitting CRE lenders
Samantha Rowan,
Simon Uiterwijk
- How are lenders navigating historical inflation and rising interest rates?
- What kinds of loans are getting funded and why? Which sectors are proving most resilient?
- Which lenders have the most capacity and why? How are rising rates affecting factors like
warehouse lines? - Why is the US commercial real estate lending market better positioned for volatility than prior
to the GFC? - What has driven the greater discipline being seen throughout the US lending markets?
Moderator:
Samantha Rowan, Editor, Real Estate Capital USA
Panelists:
Simon Uiterwijk, Head of Commercial Real Estate Debt, US, NN Investment Partners
Lunch
12:00 - 13:15
Networking lunch
Responsible Real Estate Track
13:15 - 13:45
Case studies in sustainability - How do you satisfy requirements and deliver returns?
- What are the success stories where ESG performance led to higher valuations or yields?
- How are managers measuring & reporting the environmental impact of their assets to satisfy
their investors net-zero goals? - What are investors doing to encourage their development and operational partners to drive
more sustainability?
13:45 - 14:15
Changing strategies to meet impact investment goals
- How do you fulfil investors’ demands for social impact whilst increasing financial returns?
- How do investors measure the social impact from their investments? Does this change their
investment strategy? - How do investors structure their capital vehicles to ensure impact goals are met? How long do
they think about holding onto an asset to generate social impact?
14:15 - 14:45
Building diverse teams in real estate investing: the road ahead
Margaret McKnight
- Demands from investor partners, colleagues and societal movements are increasing pressure
on firms to ensure that their teams are diverse and foster equality & inclusion - Understand how industry leaders have built diverse teams and what steps they took to
achieve this - Consider how changing work cultures, updating parental leave policies, scrutinising pay
structures, reinventing the hiring process & more will enable you to recruit and retain diverse
talent
Panelists:
Margaret McKnight, Partner, Stepstone Group
14:45 - 15:15
Riding the green lending wave
Samantha Rowan
- What does it mean to be a green lender or borrower?
- Why are more lenders and borrowers now implementing and executing green lending
strategies? - The number of green lending strategies is rising, including the use of green bonds, C-PACE,
GSE-sponsored programs – what’s next? - How important is lending to meeting a lender or borrower’s broader ESG goals??
Moderator:
Samantha Rowan, Editor, Real Estate Capital USA
Sectors Track
13:15 - 13:45
Has logistics peaked or will deglobalisation drive further growth?
- What are the needs of logistics occupiers as the impact of the COVID-19 pandemic subsides?
- How are companies reconfiguring their supply chains and what impact will this have on their
needs for logistics space? - Understand the opportunities for investors such as deglobalization, which is driving
governments to repatriate supply chains and industrial capabilities - How are investors looking to future-proof their industrial and logistics assets?
13:45 - 14:15
Reimagining the office – investing in a service vs an asset
Tripp Gantt
- With working from home still the norm for many companies, how can investors re-invent this
established sector? - What markets worldwide are seeing an uptick in the need for office spaces & to what extent is
office now a service? - How is ESG being included in office investment & development strategies? What are the main
demands of investors?
Panelists:
Tripp Gantt, Chief Executive Officer, Manulife US REIT
14:15 - 14:45
Sector insights: How will rising interest rates impact the multifamily residential sector?
- With interest rates rising globally to combat inflation, how will this impact the multifamily
sector? - Which regions and countries are seeing the highest rent growth and migration considering the
aftermath of the pandemic driven exodus from expensive urban centers? - Understand how the strong rent growth potential of the multifamily residential asset class can
be an effective way to offset losses due to inflation
14:45 - 15:15
How scalable is the life sciences sector?
Christie Chen
- Understand what opportunities investors can realize with a rising asset class such as life
sciences. Is it too late for new investors to break into the sector - Case study: How scalable is the sector and what strategies can developers employ to
maximize returns? - What countries offer opportunities for investment and development in the coming decade?
Panelists:
Christie Chen, Director of Investments, Oxford Properties Group
16:15 - 16:45
Riding the wave: leveraging opportunities in emerging sectors
- What emerging asset types are investors looking to gain exposure to?
- What are the potential risks and opportunities associated with sectors such as data centers,
content creation, healthcare and more? - Is hospitality bouncing back? How are investors and fund managers viewing this sector?
Conference Close
17:45 - 18:00
Conference Close
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Stay connected with regional leaders, knowledge-share daily challenges, and seek answers from industry titans.
Join our investor-led network
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.
Explore the trends shaping real estate capital flow
Pre-Event Resources
Discuss strategies with our speakers in-person
Please contact Ben Moss at ben.m@peimedia.com for a discussion on key topics and speaking opportunities at the PERE America Summit 2022.
Sean Bannon
Managing Director, Head of US Real Estate, Zurich Alternative Asset Management
Sean Bannon has approximately 30 years of experience founding, building, and leading commercial real estate investment businesses in the United States. Based in New York, he is currently responsible for Zurich’s US Real Estate investment businesses w… Read full bio
Peter Benson
Senior Reporter, PERE News
Peter Benson is a senior reporter on PERE, covering listed commercial real estate companies in the US and further afield. A graduate of the S.I. Newhouse School of Public Communications at Syracuse University, where he earned a masters degree in maga… Read full bio
Tim Buchner
COO, Alpha for Private Markets, State Street
Tim Buchner is co-founder of Mercatus and COO of State Street Alpha for Private Markets. During his 20+ year career, Tim has helped both start-up and public companies to disrupt and create new markets and drive profitable growth, with leadership role… Read full bio
Christie Chen
Director of Investments, Oxford Properties Group
Christie Chen is a Director of Investments at Oxford Properties Group, where she is responsible for sourcing and structuring investments across a variety of asset classes including office, life sciences, industrial and real estate credit, with $4.0+… Read full bio
Daniel Drabkin
Partner, Clifford Chance
Daniel Drabkin is a partner in the Clifford Chance Funds & Investment Management practice, where he specializes in the representation of sponsors in all aspects of fund formation, structuring, marketing and operating alternative investment funds,… Read full bio
Tripp Gantt
Chief Executive Officer, Manulife US REIT
Mr Tripp Gantt is the Chief Executive Officer (CEO) of the Manager. He works with the Board to determine the strategy for MUST as well as with other members of the management team to execute MUST’s investment strategy. Mr Gantt is also responsible fo… Read full bio
Steve Hason
Managing Director, Head of Americas Real Assets, APG Asset Management
Steven Hason is Managing Director and Head of Americas Real Assets for APG Asset Management US Inc. Based in APG’s New York office, Mr. Hason oversees services relating to real estate, infrastructure, and natural resources investments in North and So… Read full bio
Mary Beth Houlihan
ESG & Impact Partner, Kirkland & Ellis
Mary Beth Houlihan is an environmental, social and governance (ESG) and impact partner in the New York office of Kirkland & Ellis LLP. Her practice focuses on advising clients with respect to complex and dynamic ESG issues, including regulatory c… Read full bio
Mike Kamienski
Partner and National Real Estate Practice Leader, Baker Tilly
Mike Kamienski, partner and national real estate practice leader, specializes in providing accounting and assurance services to clients in the real estate and hospitality industry. Prior to joining Baker Tilly, Mike was a partner with a large interna… Read full bio
Brent Maier
Real Estate Valuation Partner, Baker Tilly
Brent Maier, partner and leader of Baker Tilly’s real estate transactions advisory service team, has more than 20 years of experience providing valuation advisory services for real estate entities, property portfolios, and complex single-asset proper… Read full bio
Daniel McHugh
Chief Investment Officer, Real Assets, AVIVA Investors
Daniel is responsible for the strategy and growth of Aviva Investors’ integrated Real Assets business, encompassing Real Estate, Infrastructure and Private Debt. He oversees around 300 professionals working across fund management, asset management, d… 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. Prior to joining StepStone, Ms. McKnight spent more than a decade at Carlyle’s Metropolitan Real Estate, where she served as the c… Read full bio
Bob Morse
Executive Chairman, Bridge Investment Group Holdings
Robert Morse brings over 35 years of experience in real estate investment management, commercial and investment banking and private equity fund management as Executive Chairman of Bridge Investment Group (“Bridge” or the “Firm”). As Executive Chairma… Read full bio
Ken Munkacy
Senior Managing Director, Kingbird Investment Management
Kenneth A. Munkacy is the Senior Managing Director of Kingbird Investment Management (KIM), a wholly-owned subsidiary of Grupo Ferré Rangel (GFR). Kingbird is a real estate investment management company focused on structured debt and equity investmen… Read full bio
Amy Price
President, BentallGreenOak
Amy Price is president of BentallGreenOak (BGO). In her role, Amy oversees its U.S. and Canadian businesses, and works closely with the Capital Raising team. Amy is a member of the Global Executive Team, the Management Committee, and the US Investmen… 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
Bill Schwab
Executive Chairman, LCI Investment Company
Bill Schwab has served as Global Head of Real Estate for the Abu Dhabi Investment Authority (ADIA) from January 2009 to June 2018. He managed an investment portfolio including direct and indirect investments, public & private debt and equity, acr… Read full bio
Pamela Thomas
Managing Director of US Real Estate Investments, CPP
Pamela Thomas leads US Real Estate Investment for CPP Investments. Prior to joining CPPIB in 2017, Pamela was an Executive Director with JP Morgan Asset Management, responsible for New York Metro multifamily investments, including several large-scale… Read full bio
Michael Turner
President, Oxford Properties
Michael Turner is President of Oxford Properties, a leading global real estate investor, asset manager and business builder and Global Head of Real Estate for the OMERS pension plan. Michael is Chair of Oxford’s Executive and Investment Committees an… Read full bio
Simon Uiterwijk
Head of Commercial Real Estate Debt, US, NN Investment Partners
Simon is based in New York, US and Head of Commercial Real Estate Debt for the United States at NN Investment Partners (previously ING Investment Management) since 2015, where he is co-responsible for NN IP’s Commercial Real Estate lending activities… Read full bio
Mark Van Zandt
Managing Director, Real Estate, King Street Capital Management
Mark Van Zandt is a Managing Director and member of the Real Estate Investment Committee at King Street, based in New York. Mr. Van Zandt has 19 years of experience in the real estate industry, most recently serving as Managing Partner of BentallGree… Read full bio
Lift your profile at the Summit
The PERE America Summit is our flagship annual conference in the region. Attendees are exclusively decision-makers at the leading private real estate investors, fund and asset managers, and developers across the region and globe. Strengthen your market credibility and meet your investment and business goals through:
- Exclusive investor connections
- Opportunity to share your thought-leadership
- High-profile brand visibility
- And much, much more …
To discuss options that suit your firm, contact our sponsorship team.
America Summit attendees get more
By attending the America Summit you will join real estate’s most influential global network. Being a member will give you access to:
- Attend the America Summit in New York
- All of PERE’s global events
- PERE Connect – our new tailored networking service
- Access to the investor directory
- Frequent virtual and in-person networking opportunities
- And much more …
Talk to our team to find out how the Summit can help your firm grow.
