2025 Visions, Insights & Perspectives (VIP) Americas
January 27 - 29, 2025 | Monarch Beach Resort & Club | Dana Point, CA
*In order to maintain our goal of a 3:1 ratio, 2025 VIP Americas is waitlist only for all investment managers, effective 11/6/24.
VIP Americas is our flagship event that is anticipated by the industry's top investment managers, investors and consultants. It is "THE" place to meet the right people.
VIP delivers a quality agenda that is marketing-free. IREI does not permit any side meetings, at any time during our scheduled program. Additionally, the attendee list shall not be utilized for marketing purposes, of any type, nor should it be used for distribution. These are both a violation of IRE's events policy and we reserve the right to rescind any future attendance. We trust you understand that these (and our related event policies) have always been designed to ensure we can create the kind of unique, special experience for all attendees we’ve always been known for.
IREI strives for a ratio of three (3) managers to every one (1) investor to create a balanced environment. This ensures that attendees are able to really engage and get to know one another. Our audience is also capped so that the event is kept at a size that fosters relationship building. During the event there are several opportunities to socialize with attendees. Whether you are discussing critical industry issues as a part of a roundtable breakout session or at an off-site recreational activity, VIP gives you an excellent networking platform to establish new relationships and strengthen existing.
Registration is open to qualified investors and subscribers to our Institutional Real Estate Americas publication. To find out more details about registration and our publication, please contact our Events Department at events@irei.com or +1 925-244-0500.
Registration Cost:
Qualified Institutional Investors and Consultants Fee: Complimentary
Investment Managers and Others Fee: $4995
The Qualified Institutional Investor registration category is reserved for individuals employed by a public, corporate or union pension fund organization, a foundation or endowment, or an insurance company with responsibility for real estate investment strategy or decision-making. A government official is defined as a federal, state, local or city-level government employee focused on the policy making, planning, and/or funding/financing of real estate projects, as well as legislators and their staff. This definition does not include pension/benefit plan administrators
3:1 Ratio Policy
IREI strives for a ratio of three (3) managers to every one (1) investor to create a balanced environment.
Fund of Funds who send their portfolio managers are counted as investors; Fund of Funds who send their marketing people are counted as investment managers. For convenience, the attendee directory will reflect each attendee’s demographic breakdown with investor, investment manager or other (consultants, service providers, etc.).
Cancellation Policy
All refund requests must be made in writing to Institutional Real Estate, Inc. (IREI), directed via e-mail to IREI at events@irei.com Cancellations received on/before December 1, 2024 are eligible for a full refund, less a $350 processing fee. Cancellations received between December 2, 2024 and December 31, 2023 are eligible for a 50% refund. Cancellations received after December 31, 2024 are not eligible for a refund. IREI does not offer credit to future events for the unrefunded portion of the registration fee unless you are a current sponsor of an IREI publication. If IREI decides to cancel this conference, IREI does not accept responsibility for airfare, hotel or other costs incurred by registrants. If you selected an activity, the cost is included in your registration fee. Therefore, no additional cancellation fees are incurred for the activity when canceling registration.
- Agenda
*In order to maintain our goal of a 3:1 ratio, 2025 VIP Americas is waitlist only for all investment managers, effective 11/6/24.
Preliminary Draft Agenda: Subject to Change
| Monday, January 27, 2025 - Pre-Event | |
| 3:00 pm | Registration Opens |
| 4:00 pm | Springboard Alumni Mixer (Invitation only) |
| 5:00 pm |
Fireside Chat: Investor Perspectives & Mixer
Moderated panel discussion with advisory board members regarding key themes, topics and questions to set the stage for program discussions. Moderator(s):
 Chase McWhorter Managing Director, Americas, Institutional Real Estate, Inc. Speaker(s) and Panelist(s):
 Jake O’Hagan Associate Portfolio Manager Real Estate, California State Teachers’ Retirement System  Danita Johnson Managing Director, Real Assets, Maryland State Retirement & Pension System  Matt Nurkin Managing Director, The Board of Pensions of the Presbyterian Church (U.S.A.) |
| 6:30 pm | Adjourn |
| Tuesday, January 28, 2025 - Day One | |
| 6:30 am | Registration Reopens |
| 7:30 am | Networking Breakfast |
| 8:30 am |
Welcome Remarks
Speaker(s) and Panelist(s):
 Tom Parker Executive Vice President and Publisher, Institutional Real Estate, Inc. |
| 8:45 am |
Program Overview
Speaker(s) and Panelist(s):
 Loretta Clodfelter Editorial Director, Institutional Real Estate, Inc. Chase McWhorter Managing Director, Americas, Institutional Real Estate, Inc. |
| 9:15 am | Keynote I: TBA |
| 9:45 am | Keynote Interview: TBA |
| 10:00 am |
Roundtable Group Discussion
Each table will have a group leader as a facilitator, who will help the table pick one of several keynote topics and related questions to discuss. |
| 10:30 am |
Roundtable Group Table Reports
Group leaders will share a summary of their group’s insights in an open forum discussion. |
| 10:45 am | Networking Break |
| 11:15 am |
A Global Perspective: The World As Our Readers See It
Geoffrey Dohrmann, CRE, Executive Chairman & CEO of Institutional Real Estate, Inc., will share key themes and insights from our global Editorial Advisory Board meetings. He will then moderate a brief Q&A session with several thought leaders about global trends related to the U.S. real estate market. Moderator(s):
 Geoffrey Dohrmann Executive Chairman & CEO, Institutional Real Estate, Inc. Speaker(s) and Panelist(s):
 Anar Chudgar Co-President, Artemis Real Estate Partners  Alfonso Munk CIO, Hines  John Ockerbloom Head of U.S. & European Real Estate, Barings |
| 12:00 pm | Wrap-up Summary |
| 12:15 pm | “Grab ‘n Go” Box Lunch |
| 1:00 pm | Start of Afternoon Networking Activities |
| 6:00 pm | Heavy hors d’oeuvres & cocktails |
| 7:30 pm | Adjourn |
| Wednesday, January 29, 2025 - Day Two | |
| 7:00 am | Registration Reopens |
| 7:30 am | Networking Breakfast |
| 8:30 am | Welcome Back & Overview |
| 8:45 am |
Benchmarks and implications for investors and real estate markets
Moderator(s):
Loretta Clodfelter Editorial Director, Institutional Real Estate, Inc. Speaker(s) and Panelist(s):
 Richard Kleinman Americas Head of Research & Strategy Co–Chief Investment Officer, Americas, LaSalle Investment Management  Ben Maslan, CFA Managing Director, RFA (RCLCO Fund Advisors)  Mark G. Roberts, CFA, AIA Managing Director, Research, Crow Holdings Capital & SMU Folsom Institute for Real Estate |
| 9:30 am |
Global Capital Flow Trends
To set the stage for panel discussion, we will present data from IREI.Q Database, which will provide a macro equity and debt capital-flows trends for us. Moderator(s):
Loretta Clodfelter Editorial Director, Institutional Real Estate, Inc. Speaker(s) and Panelist(s):
 Robert Kohn Partner, Park Madison Partners  Hank Midgley Managing Member, Rockpoint  Chris Miers Head of Investor Relationships, Prime Finance |
| 10:15 am | Networking Break |
| 10:45 am |
Global Sources of Capital: How do different regional investor’s view US real estate?
Moderator(s):
Chase McWhorter Managing Director, Americas, Institutional Real Estate, Inc. Speaker(s) and Panelist(s):
 Marc Cardillo Head of Global Real Assets, Cambridge Associates  Marc Halle CIO, AFRE Capital LLC  Michel Schram Senior Director Private Real Estate, PGGM |
| 11:30 am |
CIO Look at Asset Allocations: State & Future of Real Estate
Moderator(s):
 Edward Schwartz Co-Founder & Principal, ORG Speaker(s) and Panelist(s):
 Angela Miller-May Chief Investment Officer, Illinois Municipal Retirement Fund |
| 12:15 pm | Lunch |
| 1:45 pm | Keynote II: TBA |
| 2:15 pm |
Roundtable Group Discussion
Each table will have a group leader as a facilitator, who will help the table pick one of several keynote topics and related questions to discuss. |
| 2:45 pm | Roundtable Group Table Reports |
| 3:00 pm | Stretch Break |
| 3:15 pm |
What happened to wall of Maturities?
Moderator(s):
Chase McWhorter Managing Director, Americas, Institutional Real Estate, Inc. Speaker(s) and Panelist(s):
 Mark Loewen Managing Director, Commercial Real Estate, Wells Fargo Corporate & Investment Banking  David Maki Senior Managing Director & Co-Head of Debt, Heitman  Sara Trybus Managing Director, PGIM Real Estate |
| 4:00 pm |
Advisory Board Wrap-up Forum and Closing Remarks
Moderator(s):
Loretta Clodfelter Editorial Director, Institutional Real Estate, Inc. Chase McWhorter Managing Director, Americas, Institutional Real Estate, Inc. Speaker(s) and Panelist(s):
Danita Johnson Managing Director, Real Assets, Maryland State Retirement & Pension System  Matt Nurkin Managing Director, The Board of Pensions of the Presbyterian Church (U.S.A.)  Lauren Talbot Sertich Senior Vice President, Callan |
| 4:15 pm | Adjourn (until Evening Activities) |
| 6:30 pm | Gala Cocktail Reception |
| 7:30 pm | Gala Dinner |
| 9:30 pm | Optional: After-Dinner Networking |
- Board/Speakers
*In order to maintain our goal of a 3:1 ratio, 2025 VIP Americas is waitlist only for all investment managers, effective 11/6/24.
Amy Cureton
Director of Private Real Estate
Employees Retirement System of Texas
Danita Johnson
Managing Director, Real Assets
Maryland State Retirement & Pension System
Matt Nurkin
Managing Director
The Board of Pensions of the Presbyterian Church (U.S.A.)
Jake O’Hagan
Associate Portfolio Manager Real Estate
California State Teachers’ Retirement System
Lauren Talbot Sertich
Senior Vice President
Callan
- Hotel & Venue
Monarch Beach Resort & Club
1 Monarch Beach Resort
Dana Point, CA
- Sponsors
Gold
Silver
Supporting
- Contact
*In order to maintain our goal of a 3:1 ratio, 2025 VIP Americas is waitlist only for all investment managers, effective 11/6/24.
Registration
Jody (Barhanovich) Johns
Event Coordinator/Registrar
j.barhanovich@irei.com or +1 925-244-0500 ext. 190
Logistics
Lucero Jaramillo
Conference Director
l.jaramillo@irei.com or +1 925-244-0500 ext. 130
Sponsorship Opportunities
Randy Schein
Conference Sales Manager
r.schein@irei.com or +1 212-706-7023
Speaking Opportunities
John Hunt
Conference Program Manager
j.hunt@irei.com or +1 925-244-0500 ext. 137
