Connecting institutional capital with the future of private real estate

Private real estate in North America is evolving dramatically and disruption has become the new norm. As LP appetite for the asset class continues to grow but the inevitable downturn looms ever closer, investors and fund managers who are not embracing today’s evolutionary trends risk being left behind permanently.

The PERE Investor Forum will address these disruptors and trends—along with the latest investment portfolio strategies and structures—for better returns and higher yields, including: LPs seeking greater roles for emerging managers, understanding the next level of technology, implementing creative and alternative fund strategies, and more.

New this year

New networking.

Enjoy expanded networking experiences, including: two cocktail receptions, pre-arranged small-group meetings, private meeting spaces, a pre-conference attendee list, small-group roundtables and the opportunity to connect directly via the conference app.

New highlights.

  • Alternative investment strategies in a crowded market
  • Current and trending drivers impacting sector demands
  • Venture capital and its new role in private real estate
  • Strategic investing on the brink of a downturn
  • Tips on investing with debt in an unprecedented market
  • Benefits and concerns of Opportunity Zones
  • The pros and cons of emerging markets
  • Game-changing technology shifts

New venue.

Join us at Convene’s newest venue—located in the heart of downtown Los Angeles—and enjoy modern and comfortable spaces for whole group, small group and 1:1 interactions.

Download the PERE Global Investor Forum 2019 brochure

Stay ahead of the market (instead of getting left behind)

Learn about the strategies at the leading edge of private real estate,
and how you can create a balance between core and emerging platform

Network with industry leaders in facilitated and casual settings

Whether in 1:1 meetings, over a cup of coffee, or in the cocktail reception, there are a wealth of opportunities to make connections

Learn about new opportunities in private real estate

Discover different perspectives from a cross section of fund managers, investors, developers, venture capitalists and service providers

Keynote speakers include

Anthony Scaramucci

Founder and Co-Managing Partner
SkyBridge Capital

Jonathan Rose
Founder and President
Jonathan Rose Companies

Speakers include

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What our attendees have said

Judy McMahan, UPS Investments

PERE offers top-tier programs with experienced and knowledgeable speakers who provide perspectives that I found to be both interesting and thought provoking, es…

Read full testimonial

Steve Fifield, Fifield Companies

Great peer level insights shared between advisors and pension investors. Discussions about current trends and experiences will be very useful in adjusting our c…

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Preston Sargent, Bailard, Inc.

Quality attendees and panelists…makes for an ideal venue for networking, intellectual stimulation and growth.

Join like-minded individuals dedicated to the advancement of women in private real estate at the inaugural PERE Women in Real Estate. The half-day Forum will follow directly after the PERE Investor Forum on April 18th.

Registration for PERE Women in Real Estate is included as part of the PERE Investor Forum ticket, or can also be purchased separately.

This event is co-located with PERE Women in Real Estate

Day 1 Day 2
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Agenda

Day 1 - Wednesday 17th

Plenary sessions
08:30 - 09:30

Registration & networking breakfast

08:30 - 09:30

Women’s working (networking) breakfast

Join the women of PERE Investor Forum for a networking breakfast kicking off the conference. Attendees will engage in a high-level, lively discussion addressing the challenges and celebrations of women in private real estate.

09:30 - 09:40

Chairman's opening remarks

09:40 - 10:10

Keynote address from Anthony Scaramucci, SkyBridge Capital

Anthony Scaramucci
A speaker photo for Anthony Scaramucci

Anthony Scaramucci

Founder and Co-Managing Partner, SkyBridge Capital

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10:10 - 10:55

Strategic investing on the brink of a downturn

Pam Boneham, Jeff Giller, Scott Buser
  • Strategies to mitigate and manage risk
  • Levels and types of diversification
  • Notable opportunities and issues to watch
  • Recognizing and understanding market trends
  • Secondaries and recapitalization strategies
  • Portfolio strategies to avoid obsolescence
A speaker photo for Pam Boneham

Pam Boneham

Managing Director, Barings

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A speaker photo for Jeff Giller

Jeff Giller

Partner, Stepstone Real Estate

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A speaker photo for  Scott Buser

Scott Buser

Partner, Mayer Brown

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10:55 - 11:20

Networking break

11:20 - 12:05

Investing in debt in today’s heated market

Dan Cooperman, Chris Duey, Dee Dee Sklar, Peter Sotoloff
  • How subscription financing supports fund activities
  • Standing out in a competitive environment
  • Risk/Return trade offs
  • The role of foreign capital
  • Insulation techniques to maintain yield
  • Origination strategies
A speaker photo for Dan Cooperman

Dan Cooperman

Chief Originations Officer, Terra Capital Partners

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A speaker photo for  Chris Duey

Chris Duey

Senior Managing Director, Head of Private Debt Portfolio, Principal Global Investors

Read bio
A speaker photo for Dee Dee Sklar

Dee Dee Sklar

Vice Chair Subscription Finance, Asset-Backed Finance, Wells Fargo Securities

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A speaker photo for Peter Sotoloff

Peter Sotoloff

Managing Partner & CIO, Mack Real Estate Credit Strategies

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12:05 - 12:50

Latest trends and strategies for niche investing

Heinz Blennemann, Jeffrey Kanne , Henry Manoucheri
  • Allocating capital to alternative sectors
  • Factors driving the market
  • Due diligence steps to mitigate risk and garner yield
  • Influencers including shifting demographics and consumer preference
A speaker photo for Heinz Blennemann

Heinz Blennemann

Principal, Blenneman Family Offices

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A speaker photo for Jeffrey Kanne

Jeffrey Kanne

President and Chief Executive Officer, National Real Estate Advisors

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A speaker photo for  Henry Manoucheri

Henry Manoucheri

CEO and Chairman, Universe Holdings

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12:50 - 13:40

Networking luncheon

Afternoon breakouts
13:40 - 14:25

Roundtables | Working Coffee Break

In lieu of traditional breakout sessions, we’ve scheduled guided focus groups that will provide attendees the opportunity to interact with industry experts and discuss relevant topics and issues in a relaxed, casual environment. Our sessions present a unique opportunity to network with colleagues during intimate, deep-dive discussions. No panels, no PowerPoints – just a facilitator (or two).

13:40 - 14:25

Strategies, Sectors and Trends

A. Finding the new niche: data centers and beyond

Facilitators: Jeffrey Kanne, President and CEO, National Real Estate Advisors
Heinz Blennemann, Principal, Blennemann Family Offices

B. Structuring and underwriting CMBS B-piece investments in a diversified RE debt portfolio

Facilitators: Doug Tiesi, CEO, Silverpeak Argentic
Darren Gluck, Head of B-Piece Acquisitions, Silverpeak Argentic
Tracey Hanfling, Head of Investor Relations, Silverpeak Argentic

C. How to improve the tax environment for foreign investors in US PERE funds

Facilitators: Nigel Williams, Chairman, Royalton Partners

14:25 - 15:05

The Evolution of the PRE Industry

D. The growth of private wealth: where real estate sits in a family office portfolio

Facilitators: DJ Van Keuren, Vice President, Hayman Family Office

E. Emerging managers: opportunities for the GP and LP

Facilitators: Schlomo Khoudari, Managing Partner and Co-Founder, Elion Partners

F. Global Investing: Finding the Best Opportunities

Afternoon plenary
15:05 - 15:25

Networking break

15:25 - 16:15

Fund manager consolidation: merger madness

Douglas Weill
  • Reasons for consolidation
  • Types of deals
  • Pressures to consolidate
  • Strategies among buyers and sellers
  • The growth of minority and passive stakes
  • Developing succession plans
  • The LP role in manager consolidation
A speaker photo for Douglas Weill

Douglas Weill

Managing Partner, Hodes Weill & Associates

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16:15 - 17:00

Fireside chat: the investors’ Insight

Judy McMahan

Judy McMahan

Portfolio Manager-Real Assets, UPS Investments

Read bio
17:00 - 17:35

Keynote address from Jonathan F.P. Rose, Jonathan Rose Companies

Jonathan Rose

Recognized as a leader in the creation of more environmentally, socially and economically resilient communities, Jonathan Rose will provide insight into how the progression of the 21st century will escalate global megatrends such as climate change; natural resource depletion; population growth; income inequality; mass migration; education, and health disparities to the detriment of not only metropolitan areas, but the overall real estate industry.

A speaker photo for  Jonathan Rose

Jonathan Rose

Founder and President, Jonathan Rose Companies

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17:35 - 19:00

End of day one & cocktail reception

Agenda

Day 2 - Thursday 18th

Plenary sessions
07:30 - 08:00

Second annual PERE fun run

08:00 - 09:15

Registration & networking breakfast

09:15 - 09:25

Chairman's opening remarks

09:25 - 09:40

Tech Talk: Rethinking Real Estate’s Dror Poleg

09:40 - 10:30

Opportunity zones: Is opportunity knocking?

Peter Ciganik, DJ Van Keuren
  • The race to set up vehicles
  • Investment opportunities vs. investment dollars
  • Sorting out the rules for tax incentives
  • Guidelines and restrictions
  • Logistical challenges
A speaker photo for  Peter Ciganik

Peter Ciganik

Managing Director, GTIS Partners

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A speaker photo for DJ Van Keuren

DJ Van Keuren

Vice President - Family Office Capital, Hayman Family Office

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10:30 - 10:55

Networking break

10:55 - 11:30

Leveraging disruptive technology to revolutionize real estate

Roelof Opperman
  • Influences and acceleration of fintech, robotics, smart cities and mobility
  • Fundraising sources and substantial capital flows
  • How tech is transforming property types and investment strategies
  • The continual rise of AI
A speaker photo for Roelof Opperman

Roelof Opperman

Principal, Fifth Wall

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11:30 - 12:15

Beyond sustainability: creating value (and good) with ESG

Tsilah Burman, Sam Bendix
  • Analyzing risks: direct and indirect impacts on real estate values
  • Identifying, addressing and implementing investor policies and procedures
  • Integrating ESG considerations into portfolio construction
  • Due diligence and risk management procedures
  • Understanding ESG differentiators according to investment strategies
A speaker photo for Tsilah Burman

Tsilah Burman

Senior Director, CBRE Global Investors

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A speaker photo for Sam Bendix

Sam Bendix

Managing Director, National Real Estate Advisors

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12:15 - 13:15

Networking luncheon

PERE Women in Real Estate
13:20 - 14:10

Unplugged: A conversation with today’s investor

Cecelia Chen, Judy McMahan, Pamela Thomas
  • Unplugged: A conversation with today’s investor
    How investors are structuring their portfolios
  • Diversifying with real estate
  • The LP/GP relationship
    Industry and investor demands
  • Where and how to find the best investment opportunities

Cecelia Chen

Investment Officer-Head of Real Estate and Real Assets, Seattle City ERS

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Judy McMahan

Portfolio Manager-Real Assets, UPS Investments

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A speaker photo for Pamela  Thomas

Pamela Thomas

Director – Real Estate Investments, CPPIB America

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14:10 - 15:00

Being a catalyst for change: bridging the divide

Sally-Ann Flood, Meena Thever, Tracey Hanfling
  • Breaking down male-to-female ratios
  • Dissecting power dynamics
  • How to get (and keep) a seat at the negotiation table
  • Changing the glass ceiling conversation
A speaker photo for Sally-Ann  Flood

Sally-Ann Flood

Chair, NCREIF PREA Reporting Standards

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A speaker photo for Meena  Thever

Meena Thever

Managing Director-Capital Markets, Bridge Investment Group

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A speaker photo for Tracey	 Hanfling

Tracey Hanfling

Head of Investor Relations, Silverpeak Argentic

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15:00 - 15:30

Networking break

15:30 - 16:00

Pioneers of women in real estate: Sharing their lessons learned

Matilde Attolico, Alison Hill, Cyndy Silverthorn
  • Portfolio structuring on the brink of a downturn
  • Addressing and surviving another financial crisis
  • Pitfalls to avoid
  • Deal making: the good, the bad and the ugly

Matilde Attolico

Global Head of Funds Advisory, JLL

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A speaker photo for Alison  Hill

Alison Hill

Head of Global Fund Development, Prologis

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A speaker photo for Cyndy  Silverthorn

Cyndy Silverthorn

Portfolio Manager, Crow Holdings Capital Partners

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16:00 - 16:50

Trends and disruptors: the new normal

  • The workspace and retail environment
  • Big data, AI, blockchain, robotics and cybersecurity
  • The evolving role of sustainability and ESG
  • Ecommerce vs. brick-and-mortar
16:50 - 17:25

Closing keynote address

17:25 - 18:25

Cocktail reception

New

Yat-Pang Au

CEO, Veritas Investments

Yat‐Pang Au is the Founder and Chief Executive Officer of Veritas Investments Inc., one of the largest owner-operators of apartments in San Francisco with more than $3 billion in multi-family mixed-use assets under management. Previously, Mr. Au serv… Read full bio

Sam Bendix

Managing Director, National Real Estate Advisors

Mr. Bendix, Managing Director in the Investor Relations Group, works with National’s President and CEO to raise capital for all firm products by developing, initiating, and maintaining, strategies to attract new capital and foster existing investor r… Read full bio

Garett Bjorkman

First Vice President, Portfolio Oversight, CIM Group

Mr. Bjorkman leads Portfolio Oversight for CIM’s private real estate debt and Opportunity Zone investment strategies. He works closely with global institutional investors including sovereign wealth funds, public & private pension plans, family office… Read full bio

Heinz Blennemann

Principal, Blenneman Family Offices

As principal at his family office, Blennemann Family Investments, Heinz is a global investor with a passion for networking with others. He is an active member of the Advisory Faculty at the Institute for Private Investors (a network of ~300 family of… Read full bio

Pam Boneham

Managing Director, Barings

Tsilah Burman

Senior Director, CBRE Global Investors

Tsilah Burman serves as the Global Head of the RFP Team for CBRE Global Investors, managing the RFP Team in the United States, Europe and Asia. She is responsible for driving quality and consistency of documents across the platform and for setting pr… Read full bio

Scott Buser

Partner, Mayer Brown

Scott Buser is a partner in Mayer Brown’s California Real Estate practice. He has substantial experience in counseling clients on the acquisition, financing and development of property for office, retail and industrial purposes, in representing equit… Read full bio

Chris Duey

Senior Managing Director, Head of Private Debt Portfolio, Principal Global Investors

Kyle Campbell

Senior Reporter, PERE

Kyle Campbell is a senior reporter for PERE, PEI Media’s global magazine and website for private real estate investment. Based in New York, he leads coverage of the Americas with a focus on investors in the US and Canada. Before joining PERE in fall… Read full bio

Peter Ciganik

Managing Director, GTIS Partners

Peter Ciganik is a Managing Director of Strategy, Research and Investor Relations at GTIS and leads the Investor Relations and Client Services functions across the Firm’s investment vehicles. In addition, Mr. Ciganik is responsible for the Firm’s mac… Read full bio
New

Christopher Cayten

Senior Director, Strategic Growth, LEED AP, CodeGreen Solutions

Mr. Cayten has more than 20 years of experience in sustainability consulting, architecture and development in commercial real estate in New York City and overseas. Mr. Cayten works with private and public sector leaders to improve the sustainability… Read full bio

Dan Cooperman

Chief Originations Officer, Terra Capital Partners

Dan Cooperman is Chief Originations Officer responsible for transaction origination. Mr. Cooperman has over 18 years’ experience in acquisition, financing, leasing and management of commercial real estate nationwide. Prior to joining Terra in 2003, M… Read full bio

Jeff Giller

Partner, Stepstone Real Estate

Mr. Giller leads StepStone’s global real estate activities. He is also involved in the Firm’s diversity initiative, as well as various investment and management activities. Prior to joining StepStone in 2012, Mr. Giller was a founder, managing partne… Read full bio

Darren Gluck

Head of B-Piece Acquisitions, Silverpeak Argentic

Mr. Gluck is a real estate professional with over 15 years of experience in commercial real estate finance. Previously, Mr. Gluck was Managing Director and Chief Credit Officer at Benefit Street Partners (“BSP”). During his tenure, BSP securitized ap… Read full bio
New

Mark Jacobs

Managing Director & Co-Portfolio Manager, Oaktree Capital

Mr. Jacobs joined Oaktree in 2001. He is a managing director and co-portfolio manager of the Real Estate Income strategy. Mr. Jacobs is responsible for sourcing, evaluating, executing and managing equity and debt investment opportunities across all p… Read full bio
New

Andrea Jang

Head of Growth, Americas, JLL Spark

Andrea Jang leads Growth and Integration for the Americas at JLL Spark, a $100M strategic Global Venture Fund focused on investing in proptech for the commercial real estate sector. Previously, Andrea was Senior Vice President, Corporate Development… Read full bio

Dustin Jones

Director, Baker Program in Real Estate, SC Johnson College of Business, Cornell University

Dustin Jones teaches graduate level courses in real estate transactions and deal structuring, real estate development process, and zoning and entitlements law on Cornell’s Ithaca campus, as well as courses on smart cities, and real estate technology… Read full bio

Jeffrey Kanne

President and Chief Executive Officer, National Real Estate Advisors

Jeff is the Founder, President and CEO of National Real Estate Advisors. National is a subsidiary of the multi-billion dollar National Electrical Benefit Fund. National manages approximately $5.5 billion in gross assets for approximately 60 pension f… Read full bio

DJ Van Keuren

Vice President - Family Office Capital, Hayman Family Office

Mr. Van Keuren is a seasoned family office executive, successful author & sought after speaker for family office conferences throughout the US regarding real estate and family offices. With over 25 years of combined experience in family offices, real… Read full bio

Shlomo Khoudari

Managing Partner and Co-Founder, Elion Partners

Shlomo Khoudari is Managing Partner and Co-founder of Elion Partners, and a voting member of the firm's Investment and Asset Management Committees. Shlomo is responsible for the firm's asset management and investor relations. Since Elion's inception,… Read full bio
New

Juan Leon

Senior Account Executive, Yardi

Juan Leon is a Senior Account Executive at Yardi and his specialty is in the area of advising clients on the firm’s Investment Management and Asset Management solutions. Prior to joining Yardi, Juan had several M&A and investment management roles whi… Read full bio

Henry Manoucheri

CEO and Chairman, Universe Holdings

Real estate investment industry veteran Henry Manoucheri is the Founder, CEO, and Chairman of Universe Holdings, which has rapidly become one of California’s largest and most active investors in the Los Angeles apartment communities. Today the firm h… Read full bio

Judy McMahan

Portfolio Manager-Real Assets, UPS Investments

Judy earned a Bachelor of Commerce degree from the University of Guelph, Canada. She began her real estate career with the real estate investment team of a major life insurance company and has over 23 years of commercial real estate experience in bot… Read full bio

Roelof Opperman

Principal, Fifth Wall

Roelof Opperman is a Principal at Fifth Wall, a Los Angeles-based venture capital fund. Previously, Roelof worked at Norwest Venture Partners where he was part of the Growth Equity team, focusing on investments in SaaS and enterprise software, cloud… Read full bio

Dror Poleg

Founder, Rethinking Real Estate

Dror Poleg is the founder of DP&CO, a consultancy focused on innovation in real estate. The company helps real estate companies identify new tools and technologies, underwrite innovative projects, and tap into new revenue channels. It also helps tech… Read full bio
New

Jeramy Ragsdale

Founder, Thrive Senior Living

Mr. Ragsdale founded Thrive Senior Living in 2008, and Thrive has quickly become known as one of the premier owners, operators, and developers of senior living in the US. With a focus on marrying a truly one-of-a-kind operating model with cutting-edg… Read full bio

Christopher Reilly

Managing Partner, Brookfield

Chris is a Managing Partner of BREF, based in New York. Chris is Head of Debt Origination for BREF and will be responsible for the origination, underwriting, and asset management of transactions included in the Fund. Chris has over 25 years of real e… Read full bio

Jonathan Rose

Founder and President, Jonathan Rose Companies

Anthony Scaramucci

Founder and Co-Managing Partner, SkyBridge Capital

Anthony Scaramucci is the Founder and Co-Managing Partner of SkyBridge Capital. He is the author of four books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, Hopping Over the Rabbit Hole (a 2016 Wall Street Journal best seller), and Trump: Th… Read full bio

Dee Dee Sklar

Vice Chair Subscription Finance, Asset-Backed Finance, Wells Fargo Securities

Dee Dee Sklar Vice-Chair Subscription Finance, which is part of Asset-Backed Finance, Wells Fargo Securities LLC joined Wells Fargo in June 2012, the global team provides fund level financings to Private Equity Sponsors and other Alternative Asset Ma… Read full bio

Peter Sotoloff

Managing Partner & CIO, Mack Real Estate Credit Strategies

Mr. Sotoloff co-founded MRECS in 2014 and serves as a Managing Partner and Chief Investment Officer. Prior to joining MRECS, he was a Managing Director and Head of U.S. Originations of Blackstone Real Estate Debt Strategies (BREDS), was a founding me… Read full bio

Doug Tiesi

Chief Executive Officer, Silverpeak Argentic

Mr. Tiesi is a founding partner of Silverpeak Argentic and has served as the firm’s CEO since inception in 2013. Under his leadership, Silverpeak Argentic has expanded to a fully integrated multi-faceted commercial real estate lender and debt investo… Read full bio

Douglas Weill

Managing Partner, Hodes Weill & Associates

Douglas M. Weill is a co-founder and Managing Partner of Hodes Weill & Associates. Mr. Weill is responsible for the origination of new business, project management of client mandates and oversight of the operations of the firm. He is member of the fi… Read full bio

Suzanne West

President, Epic Advisory

Founder, Epic Advisory LLC, providing strategic advisory and capital-raising related services to real estate operators and investment management firms, both established and emerging. Experience over 28+ years includes buy- and sell-side investment ac… Read full bio

Nigel Williams

Chairman, Royalton Partners

New

Guy Zipori

CEO, Skyline AI

Guy Zipori, co-founder and CEO of Skyline AI, is a serial tech entrepreneur, who mastered code at 14, and founded his first tech company at 16. In 2017, Guy and his partners co-founded Skyline AI, an artificial intelligence asset manager for commerci… Read full bio
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Partner with the Forum

The PERE Investor Forum will offer a unique opportunity for organizations to showcase their expertise in front of 240 institutional investors, capital-influencers and managers.

For exclusive sponsorship packages, please contact Tyler Mitchell at tyler.m@peimedia.com or call +1 646 795 3279.

Convene
333 South Grand Ave
Los Angeles, CA 90071

Convene Los Angeles

Hotel accommodations are available at the Omni Hotel at 251 South Olive Street, Los Angeles, CA 90012. Rooms are limited and are on a first-come-first-served basis; early booking is strongly advised. Click here to book a hotel room. Please note the deadline to reserve a room is March 25, 2019.