2021 iREOC Annual Membership Meeting

2021 Theme: How COVID-19 challenges are creating new risks and opportunities for REOC partnership investing
Day One: Monday, November 15, 2021
12:30 p.m.	Welcome & Overview David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. Jim Valente, Global Head of Data, RealFoundations
1:15 p.m.	What drives capital flows to REOC partnerships? Highlights from the 25th Annual IREI/Kingsley Associates Investor Survey and the latest stats from IREI.Q (formerly known as FundTracker database). A panel discussion will follow, focusing on reviewing iREOC Capital Flow model, with a live survey and discussion of how capital flowshave changed from past survey data. Where we are now, and what trends are emerging that have implications for REOC community? Moderator: Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. Panelists: Matt Hershey, Partner, Hodes Weill & Associates Brian Nottage, PhD, CFA, Head of Portfolio Strategy and Separate Accounts, JP Morgan Asset Management Mitch Pleis, Portfolio Manager, California State Teachers’ Retirement System
2:15 p.m.	The state and future of REOC partnerships during and after a crisis What are core, core-plus, value-add and opportunistic strategies in a COVID-19 world? How do REOC partnerships fit into the core, core-plus, value-addand opportunistic strategies of investors and investment managers? What special skills do REOCs need in a COVID-19 world? Has COVID-19 changed the risks and challenges associated with deal JVs, programmatic JVs, REOC-sponsored funds and REOC entity-level ownership? What kinds of REOCs will be the likely winners and losers? Moderator: David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Panelists: Michael Frazzetta, Managing Principal, Chief Financial Officer and Head of Investor Relations, TGM Associates, LP Brian Malliet, Founder and CEO, bkm Capital Partners Will McIntosh, Global Head of Real Estate, USAA Real Estate, Inc.
3:15 p.m.	Networking Break
3:45 p.m.	Institutional Investors’ views on ESG & DEI What are the main ESG & DEI trends for institutional investors? Why are ESG & DEI important to investors? What are investors asking from GPs and operators today, and what will they likely require in the future? What are investment managers and operators doing today to meet investors’ needs? Moderator: Geoffrey Dohrmann, CRE, Executive Chairman & CEO, Institutional Real Estate, Inc. Panelists: Gina Baker Chambers, Principal and Portfolio Manager, Artemis Real Estate Partners Jim Farris, CEO, Mosser Capital, Inc. Lauren Krause, Director – Environment, Social and Governance, Grosvenor Americas Jennifer Stevens, Co- Founder & Managing Partner, Alliance Global Advisors
4:15 p.m.	Sustainability trends in post-COVID world Define the benefits of sustainability for investors, investment managers and operators. Examine what investors want in sustainability, and why. Discover the costs and risks of green washing. Find out who should pay for sustainability features, and why. Review various types of strategies and approaches to sustainability that are viable and designed to enhance future value, liquidity and returns. Moderator: John Seaton, Global Head of Sales, RealFoundations Panelists: Gila Cohen, Chief Investment Strategy Officer, MUFG Jessica Long, Senior Director, Head of Sustainability, Americas, Nuveen Real Estate Randy C. Norton, Founder & Chairman of the Board, MultiGreen Properties
5:00 p.m.	Wrap-up Summary David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. Jim Valente, Global Head of Data, RealFoundations
5:15 p.m.	Adjourn
6:30 p.m.	Welcome cocktail reception with heavy hors d‘oeuvres
Day Two: Tuesday, November 16, 2021
7:00 a.m.	Networking Breakfast
8:00 a.m.	Overview of the day David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. Jim Valente, Global Head of Data, RealFoundations
8:15 a.m.	IREI.Q Review Presenter: Karen Palma, Director, Data Services
8:45 a.m.	Entity-level investing vs. programmatic Review entity–level investing models (whole ownership vs. partial ownership) Review specified deal model vs. programmatic investment model Discuss the trade-offs of entity–level investing vs. programmatic program Review investment manager partial ownership model as astrategy for operators accessing fund capital. How do you evaluate which approach might be the best fit for your organization? Moderator: David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Panelists: Josh Kawaii-Bogue, Executive Director, Fairfield Residential David Jensen, COO & Executive Managing Director, RedHill Realty Investors Andrew Silberstein, Partner, Almanac Realty Investors
9:30 a.m.	Entity-level investing vs. programmatic, roundtable discussion session Each table will have a group leader who will facilitate an interactive dialogue that focuses on the issues raised by the panelists. Moderator: Chase McWhorter, Managing Director, Americas, Institutional Real Estate, In
10:00 a.m.	Roundtable group leader reports Group leaders will share the table’s insights in an open-forum discussion with all attendees. Moderators: David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Chase McWhorter, Managing Director, Americas, Institutional Real Estate, Inc.
10:30 a.m.	Break
11:00 a.m.	Design and building in post-COVID world How is design evolving in different sectors? Discover how today’s standards could help make buildings obsolete in the future. Find out how new building materials and processes can save timeand energy, and reduce risks and costs. Moderator: Chase McWhorter, Managing Director, Americas, Institutional Real Estate, Inc. Panelists: Jessica Leo, Vice President, of Design Management, CA Venture Stephen Skolas, Vice President Development, The Davis Companies
12:00 p.m.	Lunch
1:00 p.m.	Building and Strengthening JV REOC Partnerships How are investor requirements evolving and changing? What are common reasons why partnerships breakdown and how to prevent them? What are today’s best practices to win institutional capital in the selection process? Moderator: Wendy Pryce, Managing Director, Real Estate Specialist, Nuveen Real Estate Panelists: Alan G. Bear, Managing Director, Capital Markets, Veritas Investments Larissa Herczeg, Managing Partner, Oak Street Real Estate Capital
2:00 p.m.	Wrap-up Summary David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. Jim Valente, Global Head of Data, RealFoundations
2:30 p.m.	Afternoon group activities
4:30 p.m.	Adjourn
6:00 p.m.	Networking cocktail reception
7:00 p.m.	Networking dinner
9:00 p.m.	Optional after–dinner networking
Day Three: Wednesday, November 17, 2021
7:00 a.m.	Networking Breakfast
8:30 a.m.	Overview of the day David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. Jim Valente, Global Head of Data, RealFoundations
8:45 a.m.	Trends in reporting and transparency in REOC partnership investments Focus is not on theory; rather it’s on practical and actionable insights that can be applied now. What are the current challenges with data management using iREOC capital model as a starting point for discussions? Review key investor needs and wants to better understand why they are important to help you find new solutions. Making data meaningful: What are the hidden costs of bad data for investors, managers and operators? Why more data isn’t always the solution What approaches are investors, managers and operators using to find reporting solutions together today? Moderator: Nick Russell, Head of Investor Account Management, Juniper Square Panelists: Heather Border, Co-Founder & Managing Partner, Alliance Global Advisors Brandon Taubman, Chief Information Officer, Stablewood Properties Jim Valente, Global Head of Data, RealFoundations
9:30 a.m.	Tying It All Together: The Way Forward How has COVID changed REOC Investing? What risks are being understated and/or misunderstood today? What new opportunities do these risks create? How might real estate & REOC world be different in the next 10 years? Moderator: Gila Cohen, Chief Investment Strategy Officer, MUFG Panelists: J. Coe Juracek, Managing Director, Crow Holdings Capital Partners, L.L.C Ben Maslan, CFA, Managing Director RCLCO Fund Advisors Will McIntosh, Global Head of Real Estate, USAA Real Estate, Inc.
10:15 a.m.	Break
10:45 a.m.	Tying it All Together: The Way Forward – Roundtable Discussion & Group Leader Reports  Each table will have a group leader who will facilitate an interactive dialogue that focuses on the issues raised by the panelists.  Discussion will share actionable insights related to how REOC marketplace is evolving and how best to capitalize on emerging trends. After roundtable discussions, we will have group leader reports. During this part of the program, group leaders will share the table’s insights in an open-forum discussion with all attendees. Moderator: David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Chase McWhorter, Managing Director, Americas, Institutional Real Estate, Inc.
11:45 a.m.	Program advisory board wrap-up Several advisory board members will identify key insights and questions you should keep in mind from our event to help put everything in perspective.Moderator:David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc.Panelists:Gila Cohen, Chief Investment Strategy Officer, MUFG Michael Frazzetta, Managing Principal, Chief Financial Officer and Head of Investor Relations, TGM Associates, LP Larissa Herczeg, Managing Partner, Oak Street Real Estate Capital J. Coe Juracek, Managing Director Crow Holdings Capital Partners, L.L.C David Rose, EVP, Head of Institutional Capital, CA Ventures
12:00 p.m.	Closing Remarks David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. Jim Valente, Global Head of Data, RealFoundations
12:15 p.m.	Grab & go box lunch

Co-Chairs

David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc.
Geoffrey Dohrmann, CRE, Executive Chairman & CEO, Institutional Real Estate, Inc.
Jim Valente, Global Head of Data, Real Foundations

Program Advisory Board Members

Gila Cohen, Chief Investment Strategy Officer, MUFG
Michael Frazzetta, Managing Principal, Chief Financial Officer and Head of Investor Relations, TGM Associates, LP
Larissa Herczeg, Managing Partner, Oak Street Real Estate Capital
J. Coe Juracek, Managing Director Crow Holdings Capital Partners, L.L.C
Wendy Pryce, Managing Director, Real Estate Specialist, Nuveen Real Estate
David Rose, EVP, Head of Institutional Capital, CA Ventures

Share this article

Fairmont Grand Del Mar

5300 Grand Del Mar Court

San Diego, CA

5300 Grand Del Mar Court

Get Directions

Platinum

Juniper Square

MultiGreen Properties

Gold

Bixby Land Company

Bridge Industrial

Hart Realty Advisers

Silver

Crow Holdings

Grosvenor Americas

ShopOne Centers REIT, Inc.

Sponsorship Opportunities
Randy Schein
Conference Sales Manager
r.schein@irei.com or +1 212-706-7023

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

Membership Opportunities
David “Mac” McWhorter
Executive Director, iREOC
d.mcwhorter@irei.com or +1 970-300-8024

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