| The theme for 2019 VIP Americas is “Evolution and future of winning cities: How technology, urbanization, demographics and public policy are driving future demand and real estate returns.” |
| Monday, January 21, 2019 |
| 4:30 p.m. |
Registration Opens |
| Tuesday, January 22, 2019 |
| 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, Global Head of 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:
Carl Gomez, SVP, Research & Strategy, QuadReal Property Group
Meagan Nichols, Global Head of Real Assets Group, Cambridge Associates, LLC |
| 9:30 a.m. |
Keynote Address: City of the Future
Greg Lindsay, Expert on Globalization, Urbanization and Innovation |
| 10:00 a.m. |
Keynote Interview:Â City of the Future Examined
Interviewer:Â Dan Dubrowski, Head of Capital Formation & Co-Founder, Lionstone Investments |
| 10:15 a.m. |
Networking Break |
| 10:45 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.
Moderator:Â Loretta Clodfelter, Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc. |
| 11:15 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.
Moderators:
Loretta Clodfelter, Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.
Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc. |
| 11:45 a.m. |
Lunch |
| 1:00 p.m. |
U.S. Capital Flow Trends with IREI: FundTracker
FundTracker presentation will provide a capital flows macro overview related to equity and debt real estate funds to set the stage, which will be followed by a panel discussion that will examine on the micro level what sectors and strategies are timely now, and why?
Moderator:Â Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc.
Panelists:
Richard A. Flohr, CFA, Managing Director and Portfolio Manager, Cross Harbor Capital Partners
David Gilbert, Chief Executive Officer, Chief Investment Officer, Clarion Partners, LLC
Alison Hawkins, Managing Principal, Artemis Real Estate Partners |
| 1:45 p.m. |
Subscription Financing Examined
What are the benefits of subscription financing to investors and managers? What are the potential challenges and conflicts of interest for investors and managers? How can subscription financing be utilized and managed where there is alignment of interest and everyone benefits?
Moderator: Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Panelists:
Jeffrey Giller, Partner, Head of StepStone Real Estate, StepStone Group
Stan Mullikin, Head of Capital Markets, Crow Holdings Capital Partners, L.L.C.
Dee Dee Sklar, Vice Chair Subscription Finance, Asset-Backed Finance, Wells Fargo Securities, LLC
Jennifer Stevens, Partner, The Townsend Group, an Aon Company |
| 2:30 p.m. |
Future of Work in Real Estate
How is proptech changing the roles and skillsets needed today and in the future in the real estate industry? What types of strategies and products are receiving VC funding for proptech? What types of platforms and partnerships are developing today, and why?
Moderator:Â Loretta Clodfelter, Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.
Panelists:
Elie Finegold, Entrepreneur in Residence, MetaProp
Shawn Hill, Venture Partner, Moderne Ventures
Troy March, Portfolio Manager, North Carolina Department of State Treasurer
Brent McFerren, Enterprise Managing Consultant, RealFoundations |
| 3:15 p.m. |
Networking Break |
| 3:45 p.m. |
U.S. Demographics
How are demographics shifting on a national, regional and city level? What are the different groups, and what challenges and opportunities are they creating? Why is diversity the key to innovation and growth? What is the relationship between demographics, demand and pricing?
Moderator: Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc.
Panelists:
Victor Calanog PhD, Chief Economist & Senior Vice President, Moody’s Analytics, Reis
Robin Potts, Co-Head of Real Estate Investments & Director of Acquisitions, Canyon Partners Real Estate
Mark Roberts, Managing Director, Head of Research & Strategy, Alternatives, DWS
Jim Sullivan, President, Advisory & Consulting, Green Street Advisors |
| 4:30 p.m. |
Evolution and Future of Winning Cities: Workforce Housing and Senior Living
Discover how technology, urbanization, and public policy trends support workforce housing and senior living (independent & assisted living). What are the opportunities, challenges and risks? What are the real estate investment strategies and models? Which cities are most attractive for these strategies, and why?
Moderator: Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Panelists:
Maxwell Drever, Founder, CEO and Chairman, Drever Capital Management
Inna Khidekel, Partner, Capital Markets, Bridge Investment Group
Diane Olmstead, President, Fillmore Capital Affordable Housing
John R. Williams, President and Chief Investment Officer, Avanath Capital |
| 5:15 p.m. |
Wrap-Up Summary
Loretta Clodfelter, Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.
Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc. |
| 5:30 p.m. |
Welcome Networking Gathering
Reception/small-plate dinner |
| 7:30 p.m. |
Adjourn |
| Wednesday, January 23, 2019 |
| 7:30 a.m. |
Networking Breakfast Buffet
|
| 8:30 a.m. |
Keynote Speaker: Key U.S. Macro Trends
Discover key U.S. economic trends (growth drivers, interest rates & QE) and other key macro issues such as cyber security, rise of nationalism, trade wars and other public policy trends that are shaping our economy and world.
Sarah Quinlan, Senior Business Advisor, Global Macro Strategy |
| 9:15 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.
Moderator:Â Loretta Clodfelter, Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc. |
| 10:00 a.m. |
Break |
| 10:30 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.
Moderators:
Loretta Clodfelter, Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.
Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc. |
| 11:00 a.m. |
Cities of Tomorrow: Asia, Americas, Europe
Why focus on cities and not countries? Each speaker will focus on one key city in each region and explain how technology, urbanization, demographics, and public policy are driving future demand and real estate returns. Plus, we will discuss the most compelling strategies and sectors in each key city.
Moderator: Paul Gately, Managing Director, Head of Asset Management, BPEA Real Estate
Panelists:
Alice Breheny, Global Head of Research, Nuveen Real Estate
Ariel Szin, Managing Partner, Brookfield Asset Management
Megan Walters PhD, FRICS, Head of Research Asia Pacific, JLL
Benjamin Young, Managing Director, BlackRock |
| 12:00 p.m. |
“Grab ‘n Go” Box Lunch and Afternoon Group Activities |
| 6:30 p.m. |
Networking Reception |
| 7:30 p.m. |
Networking Dinner |
| 9:30 p.m. |
Optional After-Dinner Networking |
| Thursday, January 24, 2019 |
| 8:30 a.m. |
Working Breakfast: Market Perspectives Forum
Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc. interviews Ethan Penner, Managing Partner, Mosaic Real Estate Investors |
| 9:00 a.m. |
Investor Advisory Board Wrap-Up
Advisory board members will share what key insights and questions you should keep in mind from this event to help put everything into perspective.
Moderator: Loretta Clodfelter, Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.
Panelists:
Christy Fields, Managing Director, Real Estate, Pension Consulting Alliance, Inc.
Michael Scotti, Investment Professional, Nationwide Real Estate Investments |
| 9:30 a.m. |
Closing Remarks
Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc.
Loretta Clodfelter, Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc. |
| 9:45 a.m. |
Adjourn |
