2020 Visions, Insights & Perspectives (VIP) Americas
January 28 - 30, 2020 | The Ritz-Carlton, Laguna Niguel | 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.
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.
View the 2020 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 wait list.
To attend, you or your firm needs to be a current subscriber to Institutional Real Estate Americas at the time of the event.
Advanced registration for IREI publication sponsors opens May 13, 2019.
Registration for Investors & Consultants opens May 13, 2019.
Registration for subscribers opens on July 1, 2019.
If you would like to become a subscriber or find out if you are eligible to register, please contact Lucero Jaramillo at events@irei.com.
Institutional Investors and Consultants Fee
Complimentary
Investment Managers and Others Fee
Early Bird Rate: $4695 (EARLY BIRD DEADLINE: August 30, 2019!!)
Regular Rate:Â $4895
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 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.).
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, 2019 are eligible for a full refund, less a $350 processing fee. Cancellations received between December 2, 2019 and December 31, 2019 are eligible for a 50% refund. Cancellations received after December 31, 2019 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
| Theme: Finding solutions to emerging risks | |
| Monday, January 27, 2020 | |
| 4:30 p.m. | Registration Opens |
| 5:00 p.m. | Investor and Manager Roundtable Mixer
Discuss timely issues with your fellow investors or managers in an open-forum discussion designed to examine various topics of interest to both groups. We will then bring the two groups together and listen to table leader reports. As each table reports, discover where differences and common ground exist and gain new insights and a broader perspective on important issues. Moderators: Gila Cohen |
| 6:00 p.m. | Adjourn |
| Tuesday, January 28, 2020 | |
| 6:30 a.m. | Registration Re-opens |
| 7:00 a.m. | Networking Buffet Breakfast |
| 8:15 a.m. | Welcome and Opening Remarks
Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc. |
| 8:45 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 thought leaders for comments about global trends. Moderator: Panelists: Werner Sohier |
| 9:30 a.m. | Keynote Address:
Quiet: How to Harness the Strengths of Introverts to Change How We Work, Lead and Innovate Susan Cain |
| 10:00 a.m. | Keynote Interview:
Quiet: How to Harness the Strengths of Introverts to Change How We Work, Lead and Innovate Interviewer: |
| 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: |
| 11:15 a.m. | Group Leader Reports
Group leaders will share a brief summary of their group’s insights in an open-forum discussion with conference chairs and keynote speaker. Moderators: Jonathan Schein |
| 11:45 a.m. | Lunch |
| 1:00 p.m. | Global Capital Flows Trends with IREI: FundTracker
What are common investor themes related to equity and debt capital flows? What are the main risks investors are trying to mitigate related to allocation trends? Which trends are strengthening and which ones might be fading and why? Moderator: Panelists: Brad Creel, CAIA Michelle Fang Allison T. Yager, CPA, Partner |
| 1:45 p.m. | Opportunity Case for: Middle-Income Senior Housing
Moderator: Panelists: Tim Robeson |
| 2:30 p.m. | Networking Break |
| 3:00 p.m. | U.S. Retail and Logistics Trends Examined
Moderator: Panelists: Melinda McLaughlin Daniel J. Radek Melissa Reagen |
| 3:45 p.m. | The State and Future of Core Real Estate in the United States
Moderator: Panelists: David Maki Joseph L. Pagliari, Jr., Ph.D., CFA,CPA |
| 4:45 p.m. | Wrap-up Summary
Loretta Clodfelter, Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc. |
| 5:30 p.m. | Welcome Networking Gathering
Reception/small-plate dinner |
| 7:30 p.m. | Adjourn |
| Wednesday, January 29, 2020 | |
| 7:00 a.m. | Registration Re-opens |
| 7:30 a.m. | Networking Buffet Breakfast |
| 8:30 a.m. | Keynote Address:
Closing the Opportunity Gap: Social Mobility and Income Inequality, Examining Costs, Risks and Solutions John N. Friedman |
| 9:30 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: |
| 10:00 a.m. | Roundtable Group Leader Reports
Group leaders will share a brief summary of their group’s insights in an open-forum discussion with conference chairs and keynote speaker. Moderators: Jonathan Schein |
| 10:45 a.m. | Break |
| 11:15 a.m. | Evolution of U.S. Healthcare Real Estate
Moderator: Panelists: Gayle Farris Michael Knott |
| 12:00 p.m. | “Grab ’n Go” Box Lunch and Afternoon Group Activities |
| 12:30 p.m. | Networking Activities |
| 6:30 p.m. | Networking Reception |
| 7:30 p.m. | Networking Dinner |
| 9:30 p.m. | Optional After-Dinner Networking |
| Thursday, January 30, 2020 | |
| 8:00 a.m. | Buffet Breakfast |
| 9:00 a.m. | Trends in Reporting and Transparency
Moderator: Panelists: Mary Kate Heck Dan Winters |
| 9:45 a.m. | Investor 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. Moderator: Panelists: Paul Cheng, CCIM, CAIA Meagan Nichols |
| 10:15 a.m. | Closing Remarks and Adjourn
Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc. |
| 10:30 a.m. | Adjourn |
- Board/Speakers
Our speakers for 2020 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.
2020 VIP Americas Co-Chairs:
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.
2020 VIP Americas Advisory Board:
Austin Carmichael
Real Estate Investment Officer
Oregon State Treasury
Paul Cheng, CCIM CAIA
Investment Officer
California Public Employees’ Retirement System
Gila Cohen
Managing Director
Real estate and private equity
MUFG
Phil Greenberg
Managing Director
Pennsylvania State Employees’ Retirement System
Meagan Nichols
Global Head of Real Assets
Cambridge Associates
- Hotel & Venue
The Ritz-Carlton, Laguna Niguel
One Ritz Carlton Drive
Dana Point, CA
One Ritz Carlton Dr, Dana Point, CA 92629
Get Directions- Sponsors
Rhodium
Gold
Silver
Supporting
- Attendees
Partial List of the 2020 VIP Americas Attendee Firms
| Accord Group Holdings |
| Activum SG |
| AFIAA Foundation for International Real Estate Investments |
| Alan Biller & Associates, Inc. |
| Alaska Electrical Pension Fund |
| Alliance Global Advisors |
| Almanac Realty Investors |
| Altus Group |
| American Landmark Apartments |
| American Realty Advisors |
| Amherst Capital Management |
| Angelo Gordon |
| Apollo Global Management |
| Argosy Real Estate Partners |
| Artemis Real Estate Partners |
| ASB Real Estate Investments |
| Ascentris |
| Avanath Capital Management |
| Avanti Properties Group |
| Bailard, Inc. |
| Banner Oak Capital Partners, LP |
| Bard Consulting, LLC |
| Bayshore Global Management |
| Benefit Street Partners |
| Benson Elliot |
| BentallGreenOak |
| Berkshire Residential Investments |
| Besen Pty Ltd |
| Black Creek Group |
| Blennemann Family Investments |
| Blue Vista Capital Management LLC |
| Bluerock Capital Markets LLC |
| Board of Pensions, Presbyterian Church (USA) |
| Brasa Capital Management |
| Broadshore Capital Partners |
| Brown Brothers Harriman & Co. |
| C III Capital Partners LLC |
| CA Ventures |
| California Public Employees’ Retirement System (CalPERS) |
| California State Teachers’ Retirement System (CalSTRS) |
| Cambridge Associates |
| Canyon Partners Real Estate LLC |
| Carmel Partners, Inc. |
| Carnegie Corporation of New York |
| CBRE Capital Advisors |
| CBRE Global Investors |
| CenterSquare Investment Management |
| Cerberus Capital Management |
| Christian Brothers Services |
| Church Pension Fund, The |
| City of Milwaukee Employes’ Retirement System |
| Cityview |
| Clarion Partners LLC |
| Cliffwater, LLC |
| Colony Capital, Inc. |
| Colorado Public Employees’ Retirement Association |
| Cook Children’s Health Foundation |
| Cos Capital Europe |
| CrossHarbor Capital Partners LLC |
| Crow Holdings |
| Dermody Properties |
| Dune Real Estate Partners |
| E.ON SE |
| Elysium Capital Ltd. |
| Emmes Realty Advisors, LLC |
| Encore Capital Management |
| EQT Partners |
| Equus Capital Partners, Ltd. |
| Erie Insurance Group |
| Evercore |
| EverWest Real Estate Investors |
| Fairfield Residential, LLC |
| FCP |
| First Washington Realty, Inc. |
| Florida State Board of Administration (FSBA) |
| FPA Multifamily LLC |
| Frogmore |
| G3 Ventures |
| Garrison Investment Group LP |
| Gaw Capital Partners |
| GEM Realty Capital |
| Gemini Rosemont Commercial Real Estate |
| Gordon & Betty Moore Foundation |
| Green Mesa Capital, LLC |
| Green Street Advisors |
| Griffis Residential |
| Hamilton Lane |
| Hanover Real Estate Investor LLC |
| Harding University |
| Harrison Street |
| Hart Realty Advisers |
| Heitman |
| Hillcrest Finance LLC |
| Hines |
| Hodes Weill & Associates |
| Illinois Public Pension Fund Association |
| Invesco Real Estate |
| J.P. Morgan Asset Management Global Real Assets |
| Jamestown, L.P. |
| Japan Post Bank |
| JCFOC |
| JLL |
| Juniper Square |
| K4 Real Estate Group |
| KKR |
| L&B Realty Advisors, LLP |
| Landmark Partners |
| LaSalle Investment Management |
| Lazard |
| LendLease |
| Lincoln Advisors |
| Lionstone Investments |
| LMC Investments |
| Lockheed Martin Investment Management Company |
| Los Angeles Fire & Police Pensions (LAFPP) |
| Lubert-Adler Partners, L.P. |
| M-M Properties |
| M&G Investments |
| Mack Real Estate Group (Inv. Man.) |
| Madison International Realty |
| Madison Marquette |
| Madison Realty Capital |
| Madsen Advisors, LLC |
| Manulife |
| Marquette Associates, Inc. |
| Mayo Clinic |
| Meadow Partners |
| Meiji Yasuda America Incorporated |
| Meketa Investment Group Inc |
| Mesa West Capital |
| MetLife Investment Management |
| Meyer Bergman |
| Milestone Group LLC |
| Milwaukee Employees Retirement System |
| Mitsubishi UFJ Lease & Finance Co., Ltd. |
| MLC Asset Management |
| Mosser Capital |
| MUFG |
| MultiGreen Properties, LLC |
| National Association of Real Estate Investment Managers (NAREIM) |
| National Investment Center for the Seniors Housing & Care Industries (NIC) |
| National Real Estate Advisors, LLC |
| Nationwide Insurance Co. |
| NEPC, LLC |
| New York Life Real Estate Investors |
| New York State Common Retirement Fund |
| Newport Capital Partners |
| Niam AB |
| North Carolina Retirement Systems |
| Nuveen Real Estate |
| Oak Street Real Estate Capital |
| Oregon State Treasury |
| Paladin Realty Partners, LLC |
| Park Madison Partners, LLC |
| PCCP, LLC |
| Pennsylvania State Employees’ Retirement System |
| Pension Boards United Church of Christ, Inc., The |
| Pentegra Retirement Services (Financial Institutions Retirement Fund) |
| PGGM Investments |
| PGIM Real Estate |
| Presima Inc. |
| Prime Finance Partners |
| Principal Real Estate Investors |
| Prologis |
| Prudential Financial |
| Quilvest and Partners France |
| Quilvest Usa, Inc. |
| Real Estate Fiduciary Services, LLC |
| RealFoundations |
| Realterm |
| Rialto Capital Management |
| RICS |
| Rising Realty Partners |
| Robert Charles Lesser & Co. (RCLCO) |
| Rockbridge |
| Rockpoint Group, LLC |
| Rockwood Capital |
| Rotary International |
| RSM |
| RVK, Inc. |
| Sack Properties |
| Samsung Fire & Marine Insurance |
| San Joaquin County Employees Retirement Association (SJCERA) |
| SDSU Research Foundation |
| Sentinel Real Estate Corporation |
| Sentinel Trust Company |
| Seritage Growth Properties |
| SharpVue Capital |
| Shine Associates |
| Springbok Investment Partners, Family Office |
| Square Mile Capital Management LLC |
| State of Michigan Retirement Systems |
| State of Wisconsin Investment Board |
| State Street Global Advisors (SSGA) – Pension Fund |
| StepStone Group Real Estate LP |
| Sterling Organization |
| Strada Investment Group |
| Sundial Park Group |
| T5 Equity Partners |
| Teacher Retirement System of Texas |
| Tennessee Consolidated Retirement System, The |
| Texas Christian University |
| Texas Municipal Retirement System |
| The Davis Companies |
| The Praedium Group |
| The Townsend Group, an Aon Company |
| The World Bank Pension Fund |
| Tishman Speyer |
| Torchlight Investors |
| TPG |
| Transwestern Development Company |
| Transwestern Investment Group |
| Tricon Capital Group |
| Tristan Capital Partners |
| Triton Pacific Capital, LLC |
| UBS Realty Investors |
| University of Chicago Endowment |
| University of Chicago Graduate School of Business |
| University of Texas Investment Management Co. (UTIMCO) |
| University of Wisconsin Foundation |
| UPS Group Trust |
| USAA Real Estate |
| Utah State Retirement System (URS) |
| Vanbarton Group LLC |
| Virginia Retirement System |
| Waterton |
| Wells Fargo & Company |
| Western National Group |
| Wheelock Street Capital |
| White Oak Partners |
| Willett Advisors LLC |
| Wilshire Associates Incorporated |
| Zisler Capital Associates |
- Contact
Registration & 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
Logistics
Melissa Benson
Event Coordinator
m.benson@irei.com or +1 925-244-0500 ext. 139
Speaking Opportunities
John Hunt
Conference Program Manager
j.hunt@irei.com or +1 925-244-0500 ext. 137
