Agenda
- Mon, Jan 24, 2022
- Tue, Jan 25, 2022
- Wed, Jan 26, 2022
A
Afternoon
-
4:30 pm - 5:00 pm at Grand Foyer
Registration Opens
E
Evening
-
5:00 pm - 6:00 pm at Grand Ballroom
Investor and Manager Roundtable Mixer
Tables will have the option of discussing one of several topics with
predetermined related starter questions.
Topic include:
• Real Estate Technology Trends: How can you apply technology to
improve your investment process to help drive returns?
• Implications of tax trends and changes for direct & fund investors
• International vs. Domestic Investing: Do benefits outweigh costs & risks?
• Quantitative Easing (EQ), deficits, interest rates & examining their longterm impact on markets and economic growth. -
6:00 pm - 6:00 pm
Adjourn
M
Morning
-
6:30 am - 7:00 am at Grand Foyer
Registration Re-opens
-
7:00 am - 8:00 am at Aviara Salon
Networking Breakfast
-
8:00 am - 8:30 am at Grand Ballroom
Welcome and Opening Remarks Loretta Clodfelter (Senior Editor, Institutional Real Estate Americas), Geoffrey Dohrmann, CRE (Executive Chairman & CEO), John McClelland (Board Member)
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8:30 am - 8:45 am at Grand Ballroom
IREI.Q Review Karen Palma (Data Services Director)
-
8:45 am - 9:30 am at Grand Ballroom
A Global Perspective: The World as Our Readers See It Geoffrey Dohrmann, CRE (Executive Chairman & CEO), Shawn Lese (Managing Director, Chief Investment Officer and Head of Funds Management, Americas), Angela Miller-May (Chief Investment Officer), Mary Ricks (President)
Geoffrey Dohrmann, CRE, Executive Chairman and CEO of Institutional Real
Estate, Inc., will share key themes and insights from our global editorial board
meetings. He will then moderate a brief Q&A session with several thought leaders for
comments about global trends. -
9:30 am - 10:00 am at Grand Ballroom
Innovation and Beyond Matt Luhn (Top Creativity Keynote Speaker, Director, Former Lead Storyteller and Animator at Pixar studios)
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10:00 am - 10:15 am at Grand Ballroom
Keynote Interview Daniel R. Dubrowski (Co-Founder, Head of Capital Formation)
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10:15 am - 10:45 am at Grand Foyer
Networking Break
-
10:45 am - 11:15 am at Grand Ballroom
Keynote: Roundtable Discussions Loretta Clodfelter (Senior Editor, Institutional Real Estate Americas)
Each table will have a group leader as a facilitator and will have the option of
picking one of several keynote topics and related questions for discussion. -
11:15 am - 12:00 pm at Grand Ballroom
Keynote Group Leader Reports Loretta Clodfelter (Senior Editor, Institutional Real Estate Americas)
Group leaders will share a brief summary of their group’s insights in an openforum discussion with conference chairs and keynote speaker.
A
Afternoon
-
12:00 pm - 12:15 pm at Grand Ballroom
Wrap-Up Summary
-
12:15 pm - 1:00 pm at Grand Foyer
“Grab ’n Go” Box Lunch
-
1:00 pm - 5:00 pm
Afternoon Group Activities Begin
Bikers: Meet in the Lobby. Two departure times 12:30pm, 2pm (please only come to the time you are confirmed for as space is limited).
Hikers: Meet in the Lobby for 1pm departure.
Sip and Paint: Meet in California Salon at 1pm.
Yoga: Meet at FOUNTAIN TERRACE at 1pm
Pool Time: Stop by the registration desk to grab a $30 voucher before you head off for your activity. The Ocean View pool is located on the first floor. Take the guest room elevators to the first floor and go through the second gate.
Golf: Meet at the golf pro-shop for a 12:45pm shotgun start! (hotel shuttle available on a first come basis).
Tennis: Meet at the Tennis Club for a 1pm start. (hotel shuttle available on a first come basis).
E
Evening
-
5:00 pm - 5:00 pm
Free time
-
6:00 pm - 7:30 pm at Park Lawn
Heavy hors d'oeuvres & cocktails
-
7:30 pm - 7:30 pm
Adjourn
M
Morning
-
7:00 am - 8:00 am at Grand Foyer/Aviara Salon
Registration Re-opens/Networking Breakfast
-
8:00 am - 8:45 am at Grand Ballroom
Gateway Cities vs. Non-Gateway Cities: A Mispriced Risk? Mark Brown (Managing Partner), Loretta Clodfelter (Senior Editor, Institutional Real Estate Americas), Joseph L. Pagliari, Jr., Ph.D., CFA, CPA, (Clinical Professor of Real Estate), Margaret McKnight (Partner)
What are the fundamental perceptions of gateway and non-gateway markets?
• How does historical data points make the case that non-gateway markets
offer a better return than gateway markets?
• What are some of the key future trends to watch in gateway and non-gateway
markets and what implications do they have for valuations and returns moving
forward? -
8:45 am - 9:30 am at Grand Ballroom
Climate Change & Sustainable Buildings: What Now? Zachary Brown (Director of ESG , Americas), Steve O’Connell (CEO), Jennifer Stevens (Co-Founder & Managing Partner), Adam Slakman (Vice President, Global ESG)
By the numbers: what might be the cost and potential impact of climate
change on commercial real estate investments?
• What will it take to achieve net-zero investment portfolios? What are best
practices?
• Do we have the technology, materials and designs to build and measure netzero buildings today?
• What investment opportunities might arise if a large number of buildings
become obsolete?
• Can we realistically develop timelines and scenarios? What are the projected
costs, risks and returns? -
9:30 am - 10:00 am at Grand Ballroom
In Life There Are No Barriers Neal Petersen (Award-Wining Author, History-Making Extreme Racing Sailor, Global Investor)
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10:00 am - 10:30 am at Grand Foyer
Break
-
10:30 am - 11:00 am at Grand Ballroom
Keynote Roundtable Group Discussion Session Loretta Clodfelter (Senior Editor, Institutional Real Estate Americas)
Each table will have a group leader as a facilitator and will have the option of
picking one of several keynote topics and related questions for discussion. -
11:00 am - 11:45 am at Grand Ballroom
Roundtable Group Leader Reports Loretta Clodfelter (Senior Editor, Institutional Real Estate Americas)
Group leaders will share a brief summary of their group’s insights in an openforum discussion with conference chairs and keynote speaker.
-
11:45 am - 12:30 pm at Grand Ballroom
Redefining Global Capital Flow Trends Geoffrey Dohrmann, CRE (Executive Chairman & CEO), Alok Gaur (Global Head of Investor Relations), Justin Pattner (Partner and Head of Real Estate Equity, Americas,), Robin Potts (Co-Head of Real Estate Investments, Director of Acquisitions)
IREI Q (Formerly FundTracker) presentation will provide a capital-flows macrooverview covering equity and debt real estate funds, for a lively panel discussion
on, what are the key emerging fundamental trends, and which ones might be
fading? Gain new insights into which strategies and sectors are positioned to
excel in the future
A
Afternoon
-
12:30 pm - 1:30 pm at Aviara Salon
Lunch
-
1:30 pm - 2:15 pm at Grand Ballroom
Inflation and Property Performance: Not What You Expect Daniel Cummings (Managing Director & Head of Bain Capital Real Estate), Russell C. Platt (Co-Founder and CEO), Dr. Randall Zisler (Chairman)
Outlook for inflation, interest rates, and cap rates
• What is inflation hedging?
• Inflation’s short- and long-run impact on property, senior mortgage debt, gold
and other asset class returns
• Which is the better inflation hedge? The income or appreciation return
• The relationship between cap rates and inflation
• If property is a poor short-term inflation hedge, then why invest in property?
• Structuring deals and portfolios to minimize the impact of inflation risk
• Should we worry about run-away inflation? -
2:15 pm - 3:00 pm at Grand Ballroom
Valuations & Margin of Safety: How High Is Too High? Jim Costello (Senior Vice President), Andrew Kaminski (Vice President), John McClelland (Board Member), Ruchi Pathela, CRE, FRICS (Executive Director, Head of Valuations)
Are today’s valuation levels sustainable? A look at the four main property
sectors
• How do current valuations stack up against other periods?
• How do real estate valuations compare to other asset classes on a relative
basis? -
3:00 pm - 3:30 pm at Grand Foyer
Networking Break
-
3:30 pm - 4:15 pm at Grand Ballroom
Future of Niche Strategies: SFR, Data Centers, Self-Storage Heather Fernstrom Border (Co-Founder & Managing Partner), TJ Hofheimer (Senior Director, Portfolio Management), Dana Hamilton (Head of Real Estate), Caleb Mercer (Managing Director)
How are these niche strategies similar and different?
• Today & Tomorrow: A look at market size, scale, and current and future
return ranges
• How might niche strategies handle the wave of capital in the future and
what does it mean for the traditional four property sectors?
• A look back, to look forward: Evolution of multifamily from niche to core
property type -
4:15 pm - 4:45 pm at Grand Ballroom
Investor Advisory Board Wrap-Up Loretta Clodfelter (Senior Editor, Institutional Real Estate Americas), Julie Donegan (Portfolio Manager), Jeff Giller (Partner, Head of StepStone Real Estate), Troy March (Director of Real Estate)
Advisory board members will share what key insights and questions you should
keep in mind from this event to help put everything into perspective -
4:45 pm - 5:15 pm at Grand Ballroom
Wrap-up Summary & Closing Remarks Loretta Clodfelter (Senior Editor, Institutional Real Estate Americas), Geoffrey Dohrmann, CRE (Executive Chairman & CEO), John McClelland (Board Member)
-
5:15 pm - 5:15 pm
Adjourn
E
Evening
-
6:30 pm - 7:30 pm at Grand Foyer
Gala Cocktail Reception
-
7:30 pm - 11:00 pm at Grand Ballroom
Gala Dinner & After Party
Join us after dinner for additional refreshments and interactive fun in the Topgolf Swing Suites.
