The theme for 2018 VIP Americas is “Finding and Examining Value Creation in a Low Return World Amidst Technology Shifts.” Please refer to agenda below to see how this theme is incorporated into the sessions. |
Tuesday, January 23, 2018 |
4:00 p.m. |
Registration Opens |
6:00 p.m. |
Registration Closes |
Wednesday, January 24, 2018 |
6:30 a.m. |
Registration Re-opens |
7:30 a.m. |
Networking Breakfast Buffet |
8:30 a.m. |
Welcome and Opening Remarks
Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Jonathan Schein, SVP, Managing Director of Global Business Development, Institutional Real Estate, Inc.
Loretta Clodfelter, Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc. |
9:00 a.m. |
A Global Perspective: The World As Our Readers See It
Geoffrey Dohrmann, President & 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 two investors for comments about global trends.
Moderator: Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Panelists:
Alan Snoddy, Managing Director, The Church Pension Fund
Werner Sohier, Senior Director Private Real Estate, PGGM Investments |
9:45 a.m. |
Keynote Address
Conscious Capitalism with Raj Sisodia, FW Olin Distinguished Professor of Global Business, Babson College & Co-founder & Chairman Emeritus, Conscious Capitalism, Inc. |
10:15 a.m. |
Keynote Interview
How Conscious Capitalism relates to real estate.
Interviewer: Glenn Lowenstein, Co-Founder & Head of Strategy, Lionstone Investments |
10:30 a.m. |
Networking Break |
11:00 a.m. |
Roundtable Discussions
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. |
11:45 a.m. |
Group Leader Reports
Group leaders share a brief summary of their group’s insights in an open forum discussion with conference chairs and keynote speaker. |
12:30 p.m. |
Lunch |
1:30 p.m. |
IREI: FundTracker Trend Highlights
Learn about key trends through FundTracker slides. A panel discussion will follow and review the fundamental drivers, opportunities and risks within each trend.
Moderator: Jonathan Schein, SVP, Managing Director of Global Business Development, Institutional Real Estate, Inc.
Panelists:
Boyd Fellows, Managing Partner, ACORE Capital
Robert Perry, Executive Managing Director, CBRE Global Investors |
2:00 p.m. |
Views from the Top
Identify and review key macro trends impacting the economy, the real estate industry, and investors’ strategic portfolio planning. Find out how real estate compares to other asset classes and how it fits into a total portfolio. Discover how thought leaders see the world of technology and how it’s reshaping markets and economies as well as creating new opportunities and risks that investors should watch.
Moderator: Indraneel Karlekar, Senior Managing Director, Global Head of Research and Strategy, Principal Real Estate Investors
Panelists:
Barry Blattman, Vice Chairman, Brookfield Asset Management
John D. Skjervem, Chief Investment Officer, Oregon State Treasury |
2:45 p.m. |
Finding Value and Yield in Today’s Market
Explore key issues of value and yield. Where are pockets of value and yield today? What are the underlying fundamentals that make these options attractive? Are the risk levels of these opportunities being overly discounted? Discover why or why not.
Speakers:
Michael Acton, Managing Director, AEW Research, AEW Capital Management, LP
Will McIntosh, Global Head of Research, USAA Real Estate
David Olney, Chief Investment Officer, Berkshire Group
Jim Sullivan, President, Advisory & Consulting, Green Street Advisors |
3:15 p.m. |
Networking Break |
3:45 p.m. |
Creating Returns Collaboratively in a Low Return Environment
Examine the different ways GPs and LPs can work together to create value and returns in a low return environment. Discussion will include a review of how and where misunderstandings can happen and how these issues can be avoided. The focus will be on practical, actionable insights and will include an overview of GP model and management services. We will also discuss what transparency means for investors and examine different ways to improve alignment of interest so more value can be created for everyone.
Moderator: Jonathan Schein, SVP, Managing Director of Global Business Development, Institutional Real Estate, Inc.
Panelists:
Lewis Ingall, Senior Managing Director, Heitman
Tom Masthay, Director, Real Assets, Texas Municipal Retirement Systems
Ed Schwartz, Managing Director, ORG Portfolio Management |
4:30 p.m. |
Investors’ Views of “E” of ESG
Find out why investors are developing and focusing on the “E” side of ESG today. What are the benefits of adopting an environmental and sustainability program? How does it help with risk management? We will review key issues around reporting, transparency and regulatory trends that investors and managers should keep in mind today.
Moderator: Jennifer Young Stevens, Principal, The Townsend Group
Panelists:
Deborah Ng, Director, Strategy & Risk, Head of Responsible Investing, Ontario Teachers’ Pension Plan (OTPP)
Reagan Pratt, Senior Vice President, Client Relations and Product Development, Bentall Kennedy
Dan Winters, CRE, Head of Americas, GRESB |
5:15 p.m. |
Wrap-Up Summary |
5:30 p.m. |
Welcome Networking Reception
Cocktails with small plates and heavy hors d’oeuvres |
7:30 p.m. |
Adjourn |
Thursday, January 25, 2018 |
7:30 a.m. |
Networking Breakfast Buffet
|
8:30 a.m. |
Innovation Keynote Speaker Jeremy Gutsche, New York Times Bestselling Author and CEO of Trend Hunter |
9:45 a.m. |
Keynote Roundtable Group Discussion Session
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. |
10:30 a.m. |
Break |
11:00 a.m. |
Roundtable Group Leader Reports
Group leaders share a brief summary of their group’s insights in an open forum discussion with conference chairs and keynote speaker. |
11:45 a.m. |
How Technology is Transforming Real Estate Investing and Asset Management
Examine with us the various ways technology can help with lowering costs and risks and contributing to returns. We will review the benefits and limitations of today’s technology as well as how our industry is being revolutionized by technology.
Moderator: Loretta Clodfelter, Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.
Panelists:
Jeffrey Adler, Vice President, Matrix Products, Yardi Systems, Ltd.
John D’Angelo, CRE, Enterprise Managing Consultant, RealFoundations
Cathy Marcus, Global Chief Operating Officer and Head of the United States, PGIM Real Estate
Brandon Sedloff, Managing Director, Juniper Square |
12:30 p.m. |
“Grab ‘n Go” Box Lunch and Afternoon Group Activities |
6:00 p.m. |
Luau Networking Reception |
7:00 p.m. |
Luau Networking Dinner |
8:30 p.m. |
Optional After-Dinner Networking |
Friday, January 26, 2018 |
8:00 a.m. |
Breakfast |
9:00 a.m. |
Economics of Technology and How it’s Impacting Real Estate Demand and Prices
Take an in-depth look at how technology is disrupting historical trends. Find out which cities will continue to grow with technology and why. Discover which types of sectors will expand and why. Find out how tenant demands are evolving and what types of buildings will be most prized in the future.
Moderator: Loretta Clodfelter, Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.
Panelists:
Lewis D. Friedland, Managing Partner – Head of Industrial, Colony NorthStar, Inc.
Bill Maher, Director of North America Investment Strategy, LaSalle Investment Management
Melissa Reagen, Managing Director, Head of Americas Research, TH Real Estate |
9:30 a.m. |
Case for Emerging Markets Allocation and A Review of Investment Options
Hear an interactive exchange of ideas so you can evaluate fundamentals of emerging markets and review what investment strategies real estate investors should pursue given the evolution in the arguments for investing in emerging markets. Are the fundamentals for an emerging market allocation valid still? Proponents for an emerging market allocation cite demographics, a growing middle class, and the ability to leapfrog with technology, among other things. Yet, at the same time, there are a number of challenges. Critics note that not only are there potentially high political, legal, and transparency risks, but also that artificial intelligence, machine learning and automation could take away low- to mid-level production and service sector jobs, which in turn could undercut value and growth. Learn new viewpoints from this moderated session.
Moderator: Robert R. Merck, Senior Managing Director & Global Head of Real Estate and Agricultural Finance, MetLife
Panelists:
Calvin Chou, Managing Director, Invesco Real Estate
Randall Loker, Managing Director, CIO, Paladin Realty Partners |
10:15 a.m. |
Advisory Board Wrap-Up
Several advisory board members will share what key insights and questions you should keep in mind from our event to help put everything into perspective.
Tom Masthay, Director, Real Assets, Texas Municipal Retirement Systems
Judy McMahan, Portfolio Manager, Real Assets, UPS Group Trust
Grant Walker, Senior Director – Real Assets, Teacher Retirement System of Texas |
10:45 a.m. |
Closing Remarks and Adjourn
Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Jonathan Schein, SVP, Managing Director of Global Business Development, Institutional Real Estate, Inc.
Loretta Clodfelter, Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc. |