2021 IREI Springboard
October 6 - 8, 2021 | Stein Eriksen Lodge Deer Valley | Park City, Utah
IREI Springboard is an exclusive, invitation-only annual gathering of the brightest IREI Springboard leaders in the institutional real estate community. The event is designed as an open forum that serves as a catalyst for mentoring, educating and cultivating leadership skills. IREI Springboard leaders will have the opportunity to learn from the brightest, most trusted minds in the industry. IREI Springboard is an opportunity to recognize the up-and-coming people in your organization – particularly the ones you would select to groom for assuming greater responsibilities in your organization down the road.
PROGRAM
The program is cast as a “think-tank” environment, balanced with networking activities designed to help IREI Springboard leaders build career-long relationships with their peers. IREI Springboard leaders have the unique opportunity to have candid discussions with high-caliber mentors through an open forum discussion and peer-to-peer group sessions. The agenda and topics discussed are set by the attendees prior to the event through a food for thought survey, which asks the IREI Springboard leaders which topics and questions they would like to address with their peers and mentors at the forum.
RECOGNITION
The 2021 IREI Springboard leaders and their firms will be recognized in a feature in our monthly flagship publication covering the Americas in October 2021, as well as distributed through Institutional Real Estate Newsline (IREN), our premium newsfeed, and posted on our website. The editorial piece will also be displayed prominently at Institutional Real Estate, Inc.’s VIP Americas 2022 conference.
INVITATION BY NOMINATION ONLY
IREI Springboard is an exclusive invitation by nomination only event. A senior member of an organization must nominate the IREI Springboard leaders for consideration. Please note, nomination does not guarantee invitation to the forum.
Senior members can elect to send new up-and-comers from their firm who have not attended IREI Springboard in the past or can send up-and-comers who have previously attended IREI Springboard.
Firms are welcome to send up to three attendees to the forum per their nominations. An attendee can attend up to a maximum of three IREI Springboard events.
If there is an up-and-comer from your organization that you would like to nominate, please contact John Hunt, Conference Program Manager, at j.hunt@irei.com or call +1 925-244-0500 ext. 137.
Registration Information
- Institutional Investor Fee: $1295
- Investment Managers and Others Fee: $2695
- Early Bird Discount (if registered before July 30th): $2495
NOMINATION CRITERIA
DISCIPLINE FOCUS:
- Marketing/client services/investor relations
- Investors (public, corporate pension funds, endowments, foundations, Taft-Hartley, family offices and sovereign wealth funds)*
- Fund of funds
- Consultants
- Acquisitions
- Portfolio or asset management
- Economist
- Research
- Operations
Due to the high nomination and attendance of marketing, client services and fundraising attendees, we are limiting only 20 seats for this discipline.
TITLE: Associate to director level positions (or their equivalent)
EXPERIENCE: Nominee must have 3 to 10 years experience in real estate.
We understand titles and job descriptions vary. Please contact Lucero Jaramillo a at events@irei.com with any questions.
REQUIREMENT
We require attendees to participate in all the sessions and networking activities and to stay for the entire forum. Due to the exclusivity and limited seats for this forum, we cannot accept registrations for individuals who cannot stay for the duration of the event or those who may need to leave early. If you have any questions, please feel free to contact Jenny Cardona, Event Coordinator.
Qualified Institutional Investor & Government Official:
**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 infrastructure 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 infrastructure projects, as well as legislators and their staff. This definition does not include pension/benefit plan administrators.
IREI reserves the right to review the credentials and employment status of anyone registering for IREI Springboard. If an individual does not meet our criteria for any of the registration categories, we reserve the right to decline registration or enforce an additional registration fee. Registrations are not confirmed until a payment has been received where applicable.
- Agenda
| Wednesday, October 6, 2021 | |
| 6:30 pm
7:30 pm |
First-time Attendees, Advisory Board, Mentors & Co-Host Only Reception
Welcome Cocktail Reception & Heavy Hors d’oeuvres Jessica Hobbs, Head of Business Development, Mesa West Capital Brooks Monroe, Managing Director, Client Portfolio Manager, Invesco |
| Thursday, October 7, 2021 | |
| 7:00 am | Breakfast |
| 8:15 am | Welcome and Opening Remarks
Jessica Hobbs, Head of Business Development, Mesa West Capital Brooks Monroe, Managing Director, Client Portfolio Manager, Invesco |
| 8:45 am | Introductions of IREI Springboard Leaders
We will pass the mic and attendees will share their name, title, company name along with one personal fun fact about themselves (mention something about yourself no one else knows — limit to 1 minute or less) |
| 9:55 am | Keynote Address: Sara Queen, Managing Director and Head of Real Estate Equity, MetLife Investment Management
Moderator: Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. |
| 10:15 am | Keynote Q & A |
| 10:30 am | AM Break |
| 11:00 am | Charting a New Course in Leadership & Management Roundtable Discussions:
Roundtable topics options include:
Tables of six to eight attendees will nominate a group leader to help facilitate discussion and help the table pick one of several discussion topics to examine. We will have assigned tables to maximize networking and exchange of ideas. |
| 11:45 am | Charting a New Course Group Leader Reports:
Table leaders will share their tables’ findings during an open-forum discussion with attendees Moderators: Jessica Hobbs, Head of Business Development, Mesa West Capital Brooks Monroe, Managing Director, Client Portfolio Manager, Invesco |
| 12:15 pm | Lunch |
| 1:15 pm | Transition to Assigned Mentor Session I |
| 1:30 pm
|
Mentor Session Part I
Mentors will facilitate group discussions and questions on some of the key characteristics, values and skills that differentiate leaders from the rest of the pack. Mentors and Springboard Leaders will discuss and examine real estate trends, leadership and management development questions submitted in advance to gain new insights into career development. Mentor opening focus questions will be on: 1) Best Practices being a Mentor ; 2) Best Practices being a Mentee ; 3) Best Practices for reverse mentorship (Managing Up). An open-forum Q&A will follow opening session. ACQUISITIONS MENTOR: Robin Potts, Co-Head of Real Estate Investments, Director of Acquisitions, Canyon Partners Real Estate LLC INVESTOR MENTOR: Christina Scarlato, Principal Portfolio Manager, The World Bank Pension Fund MARKETING & CLIENT SERVICE MENTOR: Leah Dillon, Managing Director, Client & Partner Group, KKR CONSULTANT MENTOR: Chris Miers, Senior Research Consultant, NEPC LLC PORTFOLIO/ASSET MANAGEMENT MENTOR: Carly Tripp, Global CIO, Nuveen Real Estate |
| 2:15 pm | Transition to General Session Room |
| 2:25 pm | Wrap-up Summary
Jessica Hobbs, Head of Business Development, Mesa West Capital Brooks Monroe, Managing Director, Client Portfolio Manager, Invesco |
| 2:35 pm | Change Attire for Networking Activity |
| 3:00 pm | Networking Activity |
| 6:00 pm | Personal Time |
| 7:00 pm | Networking Reception |
| 7:45 pm | Dinner |
| Friday, October 8, 2021 | |
| 7:30 am | Breakfast |
| 8:30 am | Overview of the Day Jessica Hobbs, Head of Business Development, Mesa West Capital Brooks Monroe, Managing Director, Client Portfolio Manager, Invesco |
| 9:00 am | Mentor Session Part II
Mentors will facilitate group discussions and questions on some of the key characteristics, values and skills that differentiate leaders from the rest of the pack. Mentors and Springboard Leaders will discuss and examine real estate trends, leadership and management development questions submitted in advance to gain new insights into career development. Mentor opening focus questions will be on: 1) Best Practices being a Mentor ; 2) Best Practices being a Mentee ; 3) Best Practices for reverse mentorship (Managing Up). An open-forum Q&A will follow opening session. ACQUISITIONS MENTOR: Robin Potts, Co-Head of Real Estate Investments, Director of Acquisitions, Canyon Partners Real Estate LLC INVESTOR MENTOR: Christina Scarlato, Principal Portfolio Manager, The World Bank Pension Fund MARKETING & CLIENT SERVICE MENTOR: Leah Dillon, Managing Director, Client & Partner Group, KKR CONSULTANT MENTOR: Chris Miers, Senior Research Consultant, NEPC LLC PORTFOLIO/ASSET MANAGEMENT MENTOR: Carly Tripp, Global CIO, Nuveen Real Estate |
| 10:00 am | Break |
| 10:30 am | Future of Real Estate Trends Discussions:
Roundtable topic options include: How has COVID-19 changed living, the economy and real estate investing in the short and long run? Evolving and diversifying capital sources (family office, retail, etc.) How could major macro trends (climate change, technology, rising government debt levels, future tax liabilities, aging national population) reshape long-term real estate strategies and risk/return profiles for different sectors? Tables of six to eight attendees will nominate a group leader to help facilitate discussion and help the table pick one of several discussion topics to examine. |
| 11:15 am | Future of Real Estate Trends Group Leader Reports
Table leaders will share their tables’ finding during an open-forum discussion with attendees. Moderators: Jessica Hobbs, Head of Business Development, Mesa West Capital Brooks Monroe, Managing Director, Client Portfolio Manager, Invesco |
| 11:45 am |
Wrap-up & Closing Remarks Jessica Hobbs, Head of Business Development, Mesa West Capital Brooks Monroe, Managing Director, Client Portfolio Manager, Invesco |
| 12:15 pm | Farewell Lunch & Adjourn |
- Board/Speakers
Co-Chairs:
Jessica Hobbs, Head of Business Development, Mesa West Capital
Brooks Monroe, Managing Director, Invesco Real Estate
Advisory Board:
Noel Cabello, Vice President, LaSalle Investment Management
Cormac Doddy, Vice President, Stockbridge
Thomas Healy, CFA, Director, Housing Investments, Nuveen Real Estate
Sam Spencer, CAIA, Investment Officer, Oregon State Treasury
Maria Surina, Sr. Investment Director, Real Assets Investment Group, Cambridge Associates
Min Zhou, Director, Landmark Partners
Keynote Speaker:
Sara Queen, Managing Director and Head of Real Estate Equity, MetLife Investment Management
- Hotel & Venue
Stein Eriksen Lodge Deer Valley
7700 Stein Way
Park City, Utah
- Sponsors
Platinum
Gold
- 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
Speaking Opportunities
John Hunt
Conference Program Manager
j.hunt@irei.com or +1 925-244-0500 ext. 137
