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2020 Visions, Insights & Perspectives (VIP) Americas

January 28 - 30, 2020 | The Ritz-Carlton, Laguna Niguel | Dana Point, CA

Register

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 Jenny Krasnovskaya at events@irei.com or +1 925-244-0500, ext. 145.

Institutional Investors and Consultants Fee
Complimentary

Investment Managers and Others Fee
Early Bird Rate: $4695 (EARLY BIRD DEADLINE: August 30, 2019!!)
Regular Rate: $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.

6:00 p.m. Adjourn
Tuesday, January 28, 2020
6:30 a.m. Registration Re-opens
7:30 a.m. Networking Buffet Breakfast
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, Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.

9:15 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:
Geoffrey Dohrmann
President & CEO
Institutional Real Estate, Inc.

Panelist:
Werner Sohier
Senior Director, Private Real Estate, Americas
PGGM Investments

10:00 a.m. Keynote Address:
10:30 a.m. Keynote Interview:
10:45 a.m. Networking Break
11:15 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.

12:00 p.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.

12:30 p.m. Lunch
2:00 p.m. Late-Cycle Global Capital Flow Trends

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?

Brad Creel, CAIA
Director of Real Estate Investments
Lockheed Martin Investment Management Co.

Michelle Fang
Senior Managing Director
Principal Real Estate Investors

2:45 p.m. Opportunity Case for: Middle-Income Senior Housing

  • Defining the opportunity set of middle-income independent living vs. other types of senior housing.
  • What is the potential return range for middle-income senior housing?
  • What are some of the challenges and risks?

Beth Burnham Mace
Chief Economist and Director of Outreach
National Investment Center for Seniors Housing & Care (NIC)

Tim Robeson
Vice President
PGIM Real Estate

3:15 p.m. Networking Break
3:45 p.m. U.S. Retail and Logistics Trends Examined

  • What are the underlying fundamental drivers for retail and logistics today?
  • How might future trends in e-commerce, trade wars and evolving changes in supply chains shift opportunity and risks?
  • Gain insights across the spectrum with views from retail tenant, retail developer/owner/operator and logistics fund manager.

Kathy Briscoe
Partner, Chief Capital Officer
Dermody Properties

Melissa Reagen
Managing Director, Head of Research, Americas
Nuveen Real Estate

4:30 p.m. The State and Future of Core Real Estate in the United States

  • Is core fully valued or overpriced today? If not, what is the case for it in this part of the cycle? Where is the upside?
  • How does it compare to core-plus, value-add and opportunistic today?
  • Are there core-like alternatives? (For example, real estate debt, student housing?)
  • What are the challenges and risk tradeoffs with different structures (For example: Separate account vs. funds; open-end vs. closed-end)
  • Does core outperform other strategies over the long run?

Moderator:
Loretta Clodfelter
Senior Editor, Institutional Real Estate Americas
Institutional Real Estate, Inc.

Panelists:
Larissa Belova
Senior Director, Deputy Portfolio Manager
CBRE Global Investors

Phil Greenberg
Managing Director
Pennsylvania State Employees’ Retirement System

David Maki
Senior Managing Director and Co-Head of Real Estate Debt
Heitman

5:15 p.m. Wrap-up Summary
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 Speaker:
9:30 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.

10:00 a.m. Break
10:30 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.

11:15 a.m. Evolution of U.S. Healthcare Real Estate

  • What are the fundamental drivers of healthcare-related real estate?
  • What types of healthcare real estate have been working, and why?
  • What types of healthcare real estate are at risk today and in the future?
  • What is the future of healthcare in the United States, and what types of real estate will excel?

Gayle Farris
Regional Partner, Life Science & Healthcare
Transwestern Development Company

Michael Knott
Head of U.S. REIT Research
Green Street Advisors

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. Working Buffet Breakfast
9:00 a.m. TBA
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.

Elliot Faulkner
Head of Real Estate
Farmers Group

Meagan Nichols
Global Head of Real Assets
Cambridge Associates

10:15 a.m. Closing Remarks and Adjourn

Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc.
Loretta Clodfelter, Senior Editor, Institutional Real Estate Americas, 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

Elliot Faulkner
Head of Real Estate
Farmers Group

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
  • Attendees
  •  

Partial List of the 2019 VIP Americas Attendee Firms

Abacus Capital Group, LLC
Accord Equity Advisors LLC
Alaska Electrical Pension Fund
Almanac Realty Investors
American Realty Advisors
Angelo, Gordon & Co.
Ardian
Argosy Real Estate Partners
Artemis Real Estate Partners LLC
Avanath Capital Management
Avanti Properties Group
Aviva Investors
Banner Oak Capital Partners, LP
Bard Consulting, LLC
Baring Private Equity Asia
Barings LLC
Beacon Capital Partners, LLC
Benson Elliot
Bentall Kennedy
Berkeley Partners
Berkshire Group
Black Creek Group
BlackRock
Blue Vista Capital Management LLC
Board of Pensions, Presbyterian Church (USA)
Bridge Investment Group
Brookfield Asset Management Inc.
C-III Capital Partners LLC
Cambridge Associates
Canyon Partners Real Estate LLC
Carmel Partners, Inc.
CBRE Capital Advisors
CenterSquare Investment Management
Chevron
Christian Brothers Services
Church Pension Fund, The
CIM Group Inc.
Clarion Partners LLC
Collegiate Church Corporation, The
Colony Capital, Inc.
Columbia Threadneedle Investments
CrossHarbor Capital Partners LLC
Crow Holdings Capital Partners, L.L.C.
Cushman & Wakefield, Inc.
Dermody Properties
DivcoWest
Drake Real Estate Partners
Drever Capital Management
Dune Real Estate Partners
DWS
E.ON SE
Equus Capital Partners, Ltd.
FCP
Fillmore Capital Affordable Housing
Florida State Board of Administration (FSBA)
Fortress Investment Group LLC
FPA Multifamily LLC
Garrison Investment Group LP
Gaw Capital Partners
GEM Realty Capital, Inc.
Gerrity Group
Green Street Advisors
GreenOak Real Estate
Harrison Street Real Estate Capital
Hart Realty Advisers LLC
HighBrook Investors
Hodes Weill & Associates
IHP Capital Partners
Invesco Real Estate
J.P. Morgan Asset Management Global Real Assets
Jaguar Growth Partners
Jamestown, L.P.
JLL (Singapore)
JLL (United States)
Juniper Square
Kayne Anderson Capital Advisors, L.P.
L&B Realty Advisors, LLP
Landmark Partners
LendLease
Lincoln Advisors
Lionstone Investments
Los Angeles Fire & Police Pensions (LAFPP)
Lubert-Adler Partners, L.P.
Mack Real Estate Group (Inv. Man.)
Macquarie Group Limited
Madison International Realty
Manulife Asset Management
Meadow Partners
Meiji Yasuda America Incorporated
Meketa Investment Group Inc
Mesa West Capital
MetaProp NYC
Meyer Bergman
MoDOT & Patrol Employees’ Retirement System (MPERS)
Mosaic Real Estate Investors, LLC
nabSecurities, LLC
National Investment Center for Seniors Housing & Care
National Real Estate Advisors, LLC
Nationwide Insurance Co.
New York Life Investment Management
Newport Capital Partners
Niam AB
Office of the New York City Comptroller, The
Park Madison Partners, LLC
PATRIZIA Property, Inc.
Pennsylvania State Employees’ Retirement System
Pension Consulting Alliance, LLC
Pentegra Retirement Services (Financial Institutions Retirement Fund)
PGGM Investments
Praedium Group, The
Presima Inc.
Prime Finance Partners
Principal Real Estate Investors
Prologis
PropertyLink
Prudential Financial
QIC
Ram Realty Advisors
Real Estate Fiduciary Services, LLC
Realterm
Reis, Inc.
Rising Realty Partners
Robert Charles Lesser & Co. (RCLCO)
Rockbridge
Rockpoint Group, LLC
Roosevelt University Endowment
The Roseview Group
Sack Properties
San Antonio Fire & Police Pension System
San Joaquin County Employees Retirement Association (SJCERA)
Schroder Investment Management North America Inc.
Security Capital Research & Management Inc.
Sentinel Real Estate Corporation
SharpVue Capital
Shelter Rock Capital Advisors LLC
Shine Associates, LLC
ShopOne Centers REIT
Square Mile Capital Management LLC
State of Wisconsin Investment Board
StepStone Group Real Estate LP
Stockbridge Capital Group
T5 Equity Partners
Tennessee Consolidated Retirement System, The
TGM Associates LP
TH Real Estate
The Shopping Center Group
The World Bank Pension Fund
Torchlight Investors
Transwestern Investment Group
Tricon Capital Group Inc.
TriGate Capital LLC
Triton Pacific Capital, LLC
UBS Realty Investors LLC
University of Texas Investment Management Co. (UTIMCO)
UPS Group Trust
USAA Real Estate
Utah State Retirement System (URS)
Vanbarton Group LLC
Walton Street Capital, LLC
Waterton Associates, LLC
Wells Fargo & Company
Western National Group
Willett Advisors LLC
Willis Towers Watson
Wilshire Associates Incorporated
World Bank Pension Fund, The
Yardi Systems Ltd.
  • Contact
  •  

Registration Inquiries
Jenny Krasnovskaya

Event Coordinator
j.krasnovskaya@irei.com or +1 925-244-0500 ext. 145

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

Logistics
Lucero Jaramillo

Conference Director
l.jaramillo@irei.com or +1 925-244-0500 ext. 130

Speaking Opportunities
John Hunt

Conference Program Manager
j.hunt@irei.com or +1 925-244-0500 ext. 137

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