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2022 Alliance and IREI Masterclass Series

November 28 - December 14, 2022 | A Virtual Event


Six-part series November 28, 30 & December 5,7,12,14

Join us this Fall as we debut the LIVE Alliance Global Advisors and Institutional Real Estate, Inc. Masterclass Series. The Masterclasses will be presented in six virtual sessions that will focus on the latest developments in the industry. Each Masterclass will focus on a topic that will enhance your knowledge of the industry, investment universe and vehicle structuring as well as prepare you for fundraising and servicing clients. These sessions are ideal for all professionals who want to accelerate their knowledge and stay current on the latest in our industry.

Benefits of Attendance:

  • Refreshed perspective on global investor sentiments
  • Continued education for current and future client-facing teams
  • Independent training for team members changing disciplines or joining organizations
  • Integration of ESG best practices across teams - can count toward firm-wide ESG and DEI training
  • Introduction to resources of Alliance Global Advisors and Institutional Real Estate, Inc. for future decision-makers
  • Networking and collaboration opportunities
  • Continued connectivity through Masterclass Think Tank
COST:
  • $4,200 for the six-part series + ($2,000 for each additional participant from the same firm)
  • $2,500 for IREI Publication Sponsors, Alliance clients and Consultants + ($2,000 for each additional participant from the same firm)
  • Complimentary Registration for Qualified Institutional Real Estate Investors
  • If you are considering this for organizational ESG/DEI training, contact us for group pricing
SESSION DATES & START TIMES:
Session 1: Institutional Investment Evolution Masterclass with Investor Discussion
November 28 at 10:00am PST/1:00pm ET
Session 2: Sales Training
November 30 at 10:00am PST/1:00pm ET
Session 3: Real Estate Investment Best Practices Masterclass
December 5 at 10:00am PST/1:00pm ET
Session 4: Sales Training
December 7 at 10:00am PST/1:00pm ET
Session 5: Interactive Session on Investment Opportunities, Structuring and other Trends
December 12 at 10:00am PST/1:00pm ET
Session 6: Environmental, Social and Governance Masterclass
December 14 at 10:00am PST/1:00pm ET
  • Agenda
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Session 1: Institutional Investment Evolution Masterclass with Investor Discussion | Nov 28 @ 10am PST – Alliance Global Advisors Co-Founders & Managing Partners Jennifer Stevens and Heather Fernstrom Border will provide a comprehensive review of the foundational elements of real estate investment and how understanding the history and current trends of institutional investment in real estate will prepare you for the future.  The Masterclass will enhance the knowledge of your internal team by providing an understanding of fund structuring, LP and Consultant expectations during the life of an investment and provide insight on the competitive set’s response to investor needs and more.

Session 2: Sales Training | Nov 30 @ 10am PST – Geoffrey Dohrmann, Chairman, CEO & Editor-in-Chief at IREI will provide training on how to set clear objectives and develop a more effective approach to building your pitch books and formal presentations. You’ll learn how to structure your presentations in a way that will ensure yours will stand out from most if not all of your competitors.

Session 3: Real Estate Investment Best Practices | Dec 5 @ 10am PST – Alliance Global Advisors Co-Founders & Managing Partners Jennifer Stevens and Heather Fernstrom Border will educate your team on best practices in reporting standards, indices, terms and conditions and regulations related to fund and client level reporting.  Additionally, you will gain an understanding of open-end and closed-end fund fee structures, how consultants evaluate fees, investor expectations related to ESG and DEI, benefits and drawbacks of registering with the SEC, the importance of an LPAC and more.

Session 4: Sales Training | Dec 7 @ 10am PST – Geoffrey Dohrmann, Chairman, CEO & Editor-in-Chief at IREI will provide training on how to customize your presentations in a way that ties the key elements of your offering to your prospects’ needs and objectives, enabling you to capture your audiences’ attention from beginning through the end. Finally, you’ll learn how to engineer the structure of your presentations to build positive momentum towards a close.

Session 5: Interactive Session on Investment Opportunities, Structuring and other Trends | Dec 12 @ 10am PST Larry Hass, Partner at Paul Hastings, will host an interactive session discussing vehicle structuring and legal concepts. This Masterclass will explore recent trends in key fund terms, including side letter provisions and structuring fund investment vehicles to include internationally diverse investors. Also highlighted will be recent developments in the SEC regulation of real estate investment managers and the offering of interests in private real estate funds.

Session 6: Environmental, Social and Governance | Dec 14 @ 10am PST Alliance Global Advisors Co-Founders & Managing Partners Jennifer Stevens and Heather Fernstrom Border will dive into the rising importance of ESG and DEI considerations across the entire organization. The Masterclass will help you understand the foundation of ESG, including reporting metrics, third-party ESG accreditations, ESG’s role in the due diligence process and understanding the expectations of the institutional investor and consultant on the topic of ESG and DEI.

  • Board/Speakers
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Jennifer Stevens
Co-Founder & Managing Partner

Alliance Global Advisors

Jennifer Stevens is an executive-level professional with real asset expertise and extensive knowledge of the general partner and limited partner universe. Prior to forming Alliance Global Advisors, she spent sixteen years with The Townsend Group, where she gained experience in institutional portfolio management and consulting, strategic and investment planning, real asset investment underwriting, and a specialization in areas including ESG and industry best practice. Stevens was the lead portfolio manager for Townsend’s West Coast client base and ran Townsend’s San Francisco office, including certain growth initiatives. She has experience in both portfolio management and underwriting and was responsible for developing and leading Townsend’s ESG efforts. Stevens has served as a representative member of the UN PRI, GRESB, PREA, PREA Foundation Diversity Working Group, IREI, WIIN and NCREIF in addition to speaking at numerous educational and industry events. In 2016, she received the inaugural GRESB Leadership Award from the U.S. Green Building Council to recognize her efforts in establishing and growing Townsend’s ESG Program. In 2019, Stevens was included on Chief Investment Officer’s annual list of the world’s most influential investment consultants. In 2021, she received the GlobeSt. Women of Influence award. In 2022, she was elected to the PREA Board of Directors.

Heather Fernstrom Border
Co-Founder & Managing Partner

Alliance Global Advisors

Heather Fernstrom Border is a versatile, performance-driven real asset professional building deep limited partner and consultant networks over nearly two decades. Prior to forming Alliance, she was managing director for National Real Estate Advisors and held positions with Hunt Investment Management and The Townsend Group. At those firms, she was responsible for assisting institutional clients in investment objective development, strategic planning, investment underwriting and capital raising. Border’s professional experience also includes 17 years in the private and public real estate sector, where she developed, implemented and led investor relations platforms. Throughout her career, she has held memberships at NAIOP, PREA and IREI, among others. She speaks and moderates various panels on industry-wide topics and was recently asked to participate on PREA’s Governance Committee.  In 2022, Border received the GlobeSt. Women of Influence award and the GlobeSt. Real Estate Forum’s 50 under 40 award.

Geoffrey Dohrmann
Chairman, CEO & Editor-in-Chief
Institutional Real Estate, Inc.

Geoffrey Dohrmann is the founder, chairman and CEO of Institutional Real Estate, Inc. He also serves as publisher and editor-in-chief of several leading industry publications, including Institutional Real Estate Americas, Institutional Real Estate Europe, Institutional Real Estate Asia Pacific, Institutional Investing in Infrastructure, Real Assets Adviser and Institutional Real Estate Newsline. Dohrmann also serves as conference producer of IREI’s industry events, including Visions, Insights & Perspectives (VIP) Americas, VIP Europe, VIP Infrastructure, IREI’s Annual CEO Summit and IREI Springboard. In addition, he is a co-founder of the Company’s Institute for Real Estate Operating Companies, a networking and educational organization serving the interests of institutional investors, investment managers and real estate operating companies seeking to form more profitable real estate joint ventures.

Larry Hass
Partner
Paul Hastings

Larry Hass is a partner in the Corporate Department at Paul Hastings in New York. He is the head of the firm’s Global Private Investment Funds practice group and co-head of the firm’s Global Compensation, Benefits, and ERISA practice. Hass concentrates his practice in assisting clients in the formation of private real estate investment funds and other private equity funds, and in the management, operation and regulatory compliance of such funds. He is also recognized as a leading expert on the interpretation and application of the fiduciary responsibility requirements of ERISA. Before entering private practice, Hass served as an attorney at the U.S. Securities and Exchange Commission, as assistant counsel for Fiduciary Responsibility in the Solicitors Office of the U.S. Department of Labor, and as special assistant to the Assistant Secretary of the Pension and Welfare Benefits Administration at the U.S. Department of Labor. Hass is also the general counsel of PREA and is a past member of its Board of Directors.

  • Hotel & Venue
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A Virtual Event

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  • Contact
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Registration
Jody Barhanovich
Event Coordinator/Registrar
j.barhanovich@irei.com or +1 925-244-0500 ext. 190

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

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