Events

Put your text here

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

 

7:30 pm– 9:00 pm

First-time Attendees, Advisory Board, Mentors & Co-Host Only Reception

 

Welcome Cocktail Reception – Room Name TBA

Jessica Hobbs, Head of Business Development, Investor Relations, Mesa West Capital

Brooks Monroe, Managing Director, Client Portfolio Manager, Invesco

Thursday, October 7, 2021
7:00 am– 8:00 am Breakfast – Room Name TBA
Note for First-Time Attendees: Separate tables available for class of 2021 to meet & connect for this first breakfast only.
8:15 am– 8:45 am Welcome and Opening Remarks Location TBD

Jessica Hobbs, Head of Business Development, Investor Relations, Mesa West Capital

Brooks Monroe, Managing Director, Client Portfolio Manager, Invesco

8:45 – 9:45 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 – 10:15 am Keynote Address: TBA

MODERATOR: Geoffrey Dohrmann, CRE, President and CEO, Institutional Real Estate, Inc.

10:15– 10:45 am Keynote Q & A
10:30– 11:00 am AM Break
11:00 – 11:45 am Charting a New Course in Leadership & Management Roundtable Discussions: 

Roundtable topics options include:

  • Best Practices for managing work flow, building relationships and company culture in a virtual world
  • How do senior managers look at technology, and how should they view it? Tables pick one of several areas of technology to discuss: asset management, portfolio management or capital raising & reporting
  • Discuss drivers of social aspect of ESG to find ways to better evaluate and implement strategies for change
  • Crisis Management: Lessons learned from COVID-19, related to markets, client relations and company internal management

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 – 12:15 pm Charting a New Course Group Leader Reports:

Table leaders will share their tables’ findings during an open-forum discussion with attendees

12:15 – 1:15 pm Lunch – Room TBA
1:15 – 1:30 pm Transition to Assigned Mentor Session I
1:30 – 2:15 pm        

 

Mentor Session Part I Location TBA

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: Location TBA

Robin Potts, Co-Head of Real Estate Investments, Director of Acquisitions, Canyon Partners Real Estate LLC

INVESTOR MENTOR: Location TBA

Christina Scarlato, Principal Portfolio Manager, The World Bank Pension Fund

MARKETING & CLIENT SERVICE MENTOR:

Location TBA

Leah Dillion, Managing Director, Client & Partner Group, KKR

CONSULTANT MENTOR: Location TBA

Chris Miers, Senior Research Consultant, NEPC LLC

CIO (PORTFOLIO/ASSET MANAGEMENT) MENTOR: Location TBA

Carly Tripp, CIO, Americas, Nuveen Real Estate

2:15 – 2:25 pm Transition to General Session Room
2:25 – 2:35 pm Wrap-up Summary

Jessica Hobbs, Head of Business Development, Investor Relations, Mesa West Capital

Brooks Monroe, Managing Director, Client Portfolio Manager, Invesco

2:35 – 3:00 pm Change Attire for Networking Activity
3:00 – 6:00 pm Networking Activity
6:00 – 7:00 pm Personal Time
7:00 – 7:45 pm Networking Reception Location TBA
7:45 – 9:00 pm Dinner – Location TBA
Friday, October 8, 2021
7:30 – 8:30 am Breakfast – Room TBD
8:30 – 9:00 am Overview of the Day – Room TBD
9:00 – 9:45 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.

9:45- 10:15 am Future of Real Estate Trends Group Leader Reports

Table leaders will share their tables’ finding during an open-forum discussion with attendees.

10:15 – 10:45 am Break
10:55 – 11:40 am Mentor Session Part II – Location TBA

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: Location TBA

Robin Potts, Co-Head of Real Estate Investments, Director of Acquisitions, Canyon Partners Real Estate LLC

INVESTOR MENTOR: Location TBA

Christina Scarlato, Principal Portfolio Manager, The World Bank Pension Fund 

MARKETING & CLIENT SERVICE MENTOR:

Location TBA

Leah Dillion, Managing Director, Client & Partner Group, KKR

CONSULTANT MENTOR: Location TBA

Chris Miers, Senior Research Consultant, NEPC LLC

CIO (PORTFOLIO/ASSET MANAGEMENT) MENTOR: Location TBA

Carly Tripp, CIO, Americas, Nuveen Real Estate

11:50 am – 12:15 pm Wrap-up & Closing Remarks (Main ballroom)

Jessica Hobbs, Head of Business Development, Investor Relations, Mesa West Capital

Brooks Monroe, Managing Director, Client Portfolio Manager, Invesco

12:15 pm- 1:30 pm Farewell Lunch – Location TBA & 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, Acquisitions & Dispositions Housing, Americas, 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

  • Hotel & Venue
  •  

Stein Eriksen Lodge Deer Valley

7700 Stein Way

Park City, Utah

  • 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

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.