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

View all speakers
View all speakers

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

Read bio
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 CEO, 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

Doug 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 Doug Weill

Doug Weill

Founder and 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

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

Read bio
A speaker photo for Pamela  Thomas

Pamela Thomas

Head of US Real Estate, CPP

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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

Read bio
A speaker photo for Alison  Hill

Alison Hill

Head of Global Fund Development, Prologis

Read bio
A speaker photo for Cyndy  Silverthorn

Cyndy Silverthorn

Portfolio Manager, Crow Holdings Capital Partners

Read bio
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

Sam Bendix

Managing Director, National Real Estate Advisors

Garett Bjorkman

Managing Director, Portfolio Oversight, CIM Group

Heinz Blennemann

Principal, Blenneman Family Offices

Pam Boneham

Managing Director, Barings

Tsilah Burman

Senior Director, CBRE Global Investors

Scott Buser

Partner, Mayer Brown

Chris Duey

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

Kyle Campbell

Senior Reporter, PERE

Peter Ciganik

Managing Director, GTIS Partners

New

Christopher Cayten

Senior Director, Strategic Growth, LEED AP, CodeGreen Solutions

Dan Cooperman

Chief Originations Officer, Terra Capital Partners

Jeff Giller

Partner, Stepstone Real Estate

Darren Gluck

Head of B-Piece Acquisitions, Silverpeak Argentic

New

Mark Jacobs

Managing Director & Co-Portfolio Manager, Oaktree Capital

New

Andrea Jang

Head of Growth, Americas, JLL Spark

Dustin Jones

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

Jeffrey Kanne

President and CEO, National Real Estate Advisors

DJ Van Keuren

Vice President - Family Office Capital, Hayman Family Office

Shlomo Khoudari

Managing Partner and Co-Founder, Elion Partners

New

Juan Leon

Senior Account Executive, Yardi

Henry Manoucheri

CEO and Chairman, Universe Holdings

Judy McMahan

Portfolio Manager-Real Assets, UPS Investments

Roelof Opperman

Principal, Fifth Wall

Dror Poleg

Founder, Rethinking Real Estate

New

Jeramy Ragsdale

Founder, Thrive Senior Living

Christopher Reilly

Managing Partner, Brookfield

Jonathan Rose

Founder and President, Jonathan Rose Companies

Anthony Scaramucci

Founder and Co-Managing Partner, SkyBridge Capital

Dee Dee Sklar

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

Peter Sotoloff

Managing Partner & CIO, Mack Real Estate Credit Strategies

Doug Tiesi

Chief Executive Officer, Silverpeak Argentic

Douglas Weill

Managing Partner, Hodes Weill & Associates

Suzanne West

President, Epic Advisory

Nigel Williams

Chairman, Managing Partner, Royalton Partners

New

Guy Zipori

CEO, Skyline AI

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.