2018 Visions, Insights & Perspectives (VIP) Americas
January 24 - 26, 2018 | Monarch Beach Resort | Dana Point, CA
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. It upholds a strict ratio of 3 managers to every 1 investor. 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.
View the 2018 VIP Americas Brochure.
Registration Information:
Due to the strict ratio of investment managers to investors, VIP Americas does fill up fast. Once our ratio is met, managers are placed on a waiting list.
Registration Fees:
Institutional Investor Fee – Complimentary
The Qualified Institutional Investor registration category is reserved for individuals employed by a public, corporate or union pension fund organization, foundation or endowment, with responsibility for real estate investment strategy or decision-making. Sovereign wealth funds, family offices and government officials may also qualify for complimentary registration. A government official is defined as a federal, state, local or city-level government employee focused on the policymaking, 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.
Investment Manager/Adviser, Other Fee – $4,895.00
Early Bird Investment Manager/Adviser, Other Fee - $4,695.00 (Ends October 6th!)
Category 2 Fee – $3,495.00
Early Bird Category 2 Fee - $3,295.00 (Ends October 6th!)
The Category 2 registration category is reserved for fund of funds/manager of managers and consultants. A “fund of funds” or “fund of managers” is defined as a company that solely manages portfolios composed of investments in the funds of other managers. A "consultant" is defined as an individual who provides financial advice to institutional investors (pension funds, endowments and foundations) on portfolio construction and asset allocation and does not manage money (i.e. Mercer, Callan Associates, Towers Watson).
In addition to the aforementioned fees, your firm needs to be a current subscriber to Institutional Real Estate Americas.
Registration for IREI publication sponsors opens July 5, 2017.
Registration for subscribers opens on August 7, 2017.
If you would like to become a subscriber or find out if you are eligible to register, please contact our Events Department at events@irei.com or +1 925-244-0500.
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, 2017 are eligible for a full refund, less a $350 processing fee. Cancellations received between December 2, 2017 and December 31, 2017 are eligible for a 50% refund. Cancellations received after December 31, 2017 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.
3:1 Ratio Policy
IREI upholds a strict ratio of three (3) managers to every one (1) investor.
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.).
*Demographic breakdown is based on confirmed attendees as of Friday, January 12, 2018.
Photography Information
Our goal is to capture the excitement of our conferences, and you may see photographers or videographers documenting this event. It is very possible that you could appear in some of these shots. Photos or videos taken by or on behalf of IREI may be posted on one or more of our sites or used in future marketing materials and publications. If you have any concerns, we invite you to talk to an IREI staff member concerning this matter.
- Agenda
| 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. |
| 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: |
| 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: |
| 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: |
| 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: |
| 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: |
| 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: |
| 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: |
| 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: |
| 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: |
| 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 |
| 10:45 a.m. | Closing Remarks and Adjourn
Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc. |
- Board/Speakers
Our speakers for 2018 Visions, Insights & Perspectives (VIP) Americas are currently being recruited. If you are interested in speaking at this event, please contact our conference program manager John Hunt at +1 925-244-0526 or j.hunt@irei.com.
2018 VIP Americas Co-Chairs:
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.
2018 VIP Americas Advisory Board:
Gloria Gil
Senior Managing Director, Real Estate
University of California Regents
Lynne Gray
Senior Portfolio Manager
Florida State Board of Administration
Josh Kawaii-Bogue
Investment Officer
California Teachers’ Retirement System
Tom Masthay
Director, Real Assets
Texas Municipal Retirement Systems
Judy McMahan
Portfolio Manager, Real Assets
UPS Group Trust
Christina Scarlato
Principal Portfolio Manager, Real Assets
The World Bank Pension Fund
Grant Walker
Senior Director – Real Assets
Teacher Retirement System of Texas
- Hotel & Venue
Monarch Beach Resort
One Monarch Beach Resort
Dana Point, CA
1 Monarch Resort, Dana Point, CA 9262
Get Directions- Sponsors
Platinum
Rhodium
Gold
Silver
Supporting
- Attendees
Partial List of Previous Attendee Firms
Aberdeen Asset Management
Abu Dhabi Investment Authority
Accord Equity Advisors LLC
Accord Group Holdings LLC
Ackman-Ziff Real Estate Group LLC, The
ACORE Capital
Aermont Capital LLP
Aetos Capital Real Estate, LP
AEW Capital Management, L.P.
AFIAA Foundation for International Real Estate Investments
Alaska Chapter, NECA
Alaska Electrical Pension Fund
Alcan Electric
Alcatel-Lucent Investment Management Corporation
Alecta Real Estate Investments, LLC
Alex Brown Realty, Inc.
Allstate Investments
Almanac Realty Investors
ALTO Real Estate Funds
AmCap Incorporated
American Program Bureau
American Realty Advisors
Amstar Advisers
Anderson Family Foundation
Angelo, Gordon & Co.
Anthem, Inc.
Aon Hewitt Investment Consulting
Arc Capital Partners LLC
Ares Management LLC
Argosy Real Estate Partners
Artemis Real Estate Partners LLC
ASB Real Estate Investments
Ascension Health
Ascentris
AustSafe Super
Autodesk, Inc.
Avanti Strategic Land Investors
Avenida Capital, LLC
Aviva Investors
AVP Advisors, LLC
AXA Real Estate
Banner Apartments
Banner Oak Capital Partners, LP
Bard Consulting, LLC
Barings Real Estate Advisers
Beacon Capital Partners, LLC
Belay Investment Group
Benchmark Senior Living
Bentall Kennedy
Berkshire Group
Birtcher Development LLC
bkm Capital Partners
BlackRock
Blennemann Family Investments
Blue Moon Capital Partners, LLC
Board of Pensions, Presbyterian Church (USA)
Bouwinvest
Brickman Associates
Brookfield Asset Management Inc.
Brooks Capital Management, LLC
Buchanan Street Partners
C-III Capital Partners LLC
California Public Employees’ Retirement System (CalPERS)
California State Teachers’ Retirement System (CalSTRS)
Canada Pension Plan Investment Board
Canyon Partners Real Estate LLC
Capri Capital Partners, LLC
Carlyle Group, The
Carmel Partners, Inc.
Carson Companies, The
CarVal Investors
CBRE Capital Advisors
CBRE Capital Markets
CBRE Clarion Securities
CBRE Global Investors
Celadon Venture Advisors
CenterSquare Investment Management
Century Bridge Capital
Chevron Corporation
China Ping An Trust Co. Ltd
CIGNA Realty Investors
CIM Group
City of Milwaukee Employees’ Retirement System
Clarion Partners LLC
Clay Cove Capital
Collaborative Lab
Colony NorthStar, Inc.
Colorado Health Foundation
Colorado Public Employees Retirement Association
Contra Costa County Employees’ Retirement Association
Cordia Capital Management, LLC
Courtland Partners, Ltd.
Covenant Capital Group, L.L.C.
Crocker Partners
CrossHarbor Capital Partners LLC
Crow Holdings Capital Partners, L.L.C.
Cushman & Wakefield
Davis Companies, The
Deutsche Asset Management
Development Bank of Japan
Dilweg Companies, The
District of Columbia Retirement Board, The
DivcoWest
Dividend Capital Investments
DRA Advisors LLC
Drever Capital Management
Dune Real Estate Partners
DuPont Capital Management
E.ON SE
Eastgate Realty
Eaton Partners
Electrical Workers, IBEW, Local #1547
Emmes Asset Management Company LLC
Employees Retirement System of Texas
Equus Capital Partners, Ltd.
Eurasia Group
Evercore
Exelon Corp.
Exeter Property Group, LLC
Fairfield Residential, LLC
Farallon Capital Management, L.L.C.
Farmers Insurance Group
Federal Capital Partners
Fifield Realty Corporation
Fir Tree Partners
First American Title Insurance Co.
Florida State Board of Administration (FSBA)
Fortress Investment Group LLC
Forum Partners
FPA Multifamily LLC
Franklin Templeton Real Asset Advisors
Garrison Investment Group LP
Gaw Capital Partners
GCM Grosvenor
GEM Realty Capital, Inc.
Georgetown University
GI Partners
Gianulias Family Office
GLL Real Estate Partners GmbH
Greenfield Partners, LLC
Greenhill & Co., Inc.
GreenOak Real Estate
Grosvenor Fund Management, Ltd.
GTIS Partners
Guggenheim Partners LLC Investment Management
Gupta Family Office/RedBridge Capital
Harrison Street Real Estate Capital
Hart Realty Advisers, Inc.
Harvard Management Company
Hawkeye Partners, LP
Heitman
Hermes Investment Management Ltd
HFF Securities L.P.
Hines
Hodes Weill & Associates
Hunt Investment Management
Hyde Street Holdings, LLC
IHP Capital Partners
INREX
Interstate Equities Corporation
Invesco Real Estate
IPA
J. Paul Getty Trust
J.P. Morgan Asset Management Global Real Assets
JAC Capital Management
Jamestown, L.P.
Jasper Ridge Partners, L.P.
JE Dunn Construction
John D. and Catherine T. MacArthur Foundation
Juniper Square
Kayne Anderson Capital Advisors
Kennedy Wilson
Kingsley Associates
KKR
L&B Realty Advisors, LLP
Landmark Partners
LaSalle Investment Management
Lazard Asset Management
Lazard Freres & Co. LLC
LBA Realty
LEM Capital, LP
Lend Lease
Lincoln Advisory Group, Ltd.
Lingerfelt Commonwealth Partners
Lionstone Investments
Lockheed Martin Investment Management Company
Loma Linda University Foundation
Los Angeles City Employees Retirement System (LACERS)
Los Angeles Department of Water & Power Employees Retirement Plan
Los Angeles Fire & Police Pensions (LAFPP)
Lowe Enterprises Investors
Lubert-Adler Partners, L.P.
M&G Real Estate
Mack Real Estate Group
Macquarie Infrastructure and Real Assets
Madison International Realty
Meiji Yasuda Realty USA, Inc.
Mercy Health
Mesa West Capital
MetLife Investment Management
Metropolitan Real Estate Equity Management, LLC
Meyer Bergman Americas
Michigan Department of Treasury
Milwaukee (WI) County Employees Retirement System
Missouri Department of Transportation and Highway Patrol Employees’ Retirement System (MPERS)
Momentum Africa Investments LLC
Montana Board of Investments
Monument Group
Morgan Stanley
Mosaic Real Estate Investors, LLC
MVision Private Equity Advisers Ltd.
nabSecurities, LLC
National Association of Real Estate Investment Managers (NAREIM)
National Investment Center for Seniors Housing & Care Industries
National Pension Service of Korea
National Real Estate Advisors, LLC
Nationwide Insurance Co.
NCREIF
New Mexico Educational Retirement Board
New York City Retirement Systems
New York Life Investment Management
New York State Common Retirement Fund
Newport Capital Partners
Newport Wealth Management
Nokia
North Carolina Retirement Systems
Northwestern Mutual Real Estate Investments
Nuclear Electric Insurance Ltd.
Och-Ziff Real Estate Advisors, L.L.C.
Olive Hill Management, LLC.
Orange County Employees Retirement System
Oregon State Treasury
Pacific Pension & Investment Institute
Paladin Realty Partners, LLC
Palisades Capital Realty Advisors
Paramount Group, Inc.
Park Hill Real Estate Group, LLC
Parmenter Realty Partners
Partners Group
PATRIZIA Immobilien AG
Paulson & Co. Inc.
PCCP, LLC
Pearlmark Real Estate Partners
Penn Square Real Estate Group, LLC
Pennybacker Capital
Pension Boards United Church of Christ, Inc., The
Pension Consulting Alliance, Inc.
PGGM Investments
PGIM Real Estate
Pine River Capital Management LP
Pleis Consulting Services
Praedium Group, The
Presima Inc.
Principal Enterprise Capital
Principal Real Estate Investors
Profunda Verwaltungs–GmbH
Prologis
Provident Realty Advisors, Inc.
Prudential Financial
Prudential Insurance Company of America
QIC
Quadrant Real Estate Advisors
Quilvest and Partners France
Quilvest Usa, Inc.
Ramius Capital Group, LLC
RCLCO Real Estate Advisors
Real Asset Portfolio Management
Real Capital Analytics, Inc.
Real Estate Fiduciary Services, LLC
RealFoundations
Realterm
Redhill Realty Investors
Regents of the University of California, The
Rene Nunez & Associates
Resmark Companies, The
Rialto Capital Management
Rockbridge
Rockpoint Group, LLC
Rockspring Property Investment Managers
Rockwood Capital LLC
Roosevelt University Endowment
Roseview Group, The
Sack Properties
Sacramento County Employees Retirement System
San Diego City Employees Retirement System (SDCERS)
San Joaquin County Employees Retirement Association (SJCERA)
Santiago Canyon College
Sarofim Realty Advisors
Sentia Advisors, LLC
Sentinel Real Estate Corporation
Sentinel Trust Company
Shelter Rock Capital Advisors LLC
Shine Associates, LLC
Silver Portal Capital, LLC
Singerman Real Estate, LLC
Singularity University
Sound Mark Partners, LLC
Square Mile Capital Management LLC
Starlight Investments Ltd.
Starwood Capital Group
State of Michigan Retirement Systems
State of Wisconsin Investment Board
State Street Global Advisors (SSGA) – Pension Fund
StepStone Group Real Estate LP
Sterling Analytics
Sterling Organization
Stockbridge Capital Group
Swift Real Estate Partners
Teacher Retirement System of Texas
Teachers’ Retirement System of the State of Illinois
Tennessee Consolidated Retirement System, The
Texas Municipal Retirement System
Texas Permanent School Fund
Texas Treasury Safekeeping Trust Co.
TGM Associates LP
TH Real Estate
Thor Equities, L.L.C
TIAA Global Asset Management
Tishman Speyer LLC
Torchlight Investors
Townsend Group, The
TPG Capital
Trevian Capital
Tristan Capital Partners
Triton Pacific Capital, LLC
UBS Realty Investors LLC
UNC Management Company
United States Steel and Carnegie Pension Fund
University of Chicago Endowment
University of Florida Investment Corporation
University of San Diego
University of Texas Investment Management Co. (UTIMCO)
University of Wisconsin Foundation
UPS Group Trust
USAA Real Estate Co.
Utah State Retirement System (URS)
VANBARTON Group LLC
Verdis Investment Management
Vestar Property Management
Walton Street Capital, LLC
Waterton Associates, LLC
Westbrook Partners
Western National Properties
WHI Real Estate Partners LLC
Willett Advisors LLC
Wolff Company, The
World Bank Pension Fund, The
XT Capital Partners LLC
Zisler Capital Associates
- Contact
Registration Inquiries
events@irei.com or +1 925-244-0500
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
