Events

Put your text here

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 Cardona 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.

Moderators:
Jonathan Schein
Global Head of Business Development
Institutional Real Estate, Inc.

Ed Schwartz
CEO
ORG Portfolio Management

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

Panelists:
Christy Fields
Managing Principal
Meketa Investment Group

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

9:30 a.m. Keynote Address:
10:00 a.m. Keynote Interview:
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.

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.

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:
Jonathan Schein
Global Head of Business Development
Institutional Real Estate, Inc.

Panelists:
Abbe Borok
Head of Originations, Commercial Real Estate Lending
Amherst Capital Management

Brad Creel, CAIA
Director of Real Estate Investments
Lockheed Martin

Michelle Fang
Senior Managing Director
Principal Real Estate Investors

Allison T. Yager, CPA, Partner
Global Leader – Real Estate
Mercer

1:45 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?

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

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

Tim Robeson
Vice President
PGIM Real Estate

2:30 p.m. Networking Break
3:00 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.

Moderator:
Jonathan Schein
Global Head of Business Development
Institutional Real Estate, Inc.

Panelists:
Kathy Briscoe
Partner, Chief Capital Officer
Dermody Properties

Daniel J. Radek
President
First Washington Realty

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

3:45 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

Joseph L. Pagliari, Jr., Ph.D., CFA,CPA
Clinical Professor of Real Estate
The University of Chicago Booth School of Business

4:40 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?

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

Panelists:
Mark Burkemper
Managing Director & Head of Healthcare Real Estate
Harrison Street

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. Trends in Reporting and Transparency

  • Investor Perspectives: What are the most important items for investors and what challenges do they face?
  • Automation: What are best practices to consider evaluating automated reporting systems?
  • ESG: What key reporting trends have emerged?

Moderator:
Zoe Hughes
CEO
NAREIM

Panelists:
Chris Cunningham
Associate Partner
The Townsend Group, an Aon Company

Mary Kay Heck
Head of Investor Programs
Juniper Square

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.

Austin Carmichael
Real Estate Investment Officer
Oregon State Treasury

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

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 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
C-III Capital Partners LLC
CA Ventures
California Public Employees’ Retirement System (CalPERS)
California State Teachers’ Retirement System (CalSTRS)
Cambridge Associates
Canyon Partners
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
Townsend Group an Aon Company
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 Inquiries
Jenny Cardona

Event Coordinator
j.cardona@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

Forgot your username or password?

We use cookies and other tracking technologies to personalize your user experience on our site and perform site analytics. By clicking on “I accept”, you consent to our Privacy Policy.