Monday, November 27, 2023 |
3:00 pm |
Registration and check-in
|
4:00 pm |
All members: Welcome and introductions
Our welcoming forum is designed to provide everyone with an opportunity to put a name to face and find out key information to build and strengthen relationships during our event and throughout the year.
Moderator(s):
David “Mac” McWhorter
Managing Director, Institute for Real Estate Operating Companies (iREOC), a division of Institutional Real Estate, Inc.
Geoffrey Dohrmann
Chairman & CEO, Institutional Real Estate, Inc.
David Stanford
Founder, Enterprise Management Consultant, RealFoundations
|
5:30 pm |
Fireside chat with investors and capital partners
- Interactive panel discussion and forum with audience designed to provide you with a better understanding of panel members’ overall program and how real estate fits into it.
- Hear what strategies and vehicles these investors and capital providers prefer, and why.
- Discover how and why they invest in REOC partnerships and what investment models they prefer.
Moderator(s):
Allison Yager
Global Head of Real Estate, Mercer
Speaker(s) and Panelist(s):
Chad C. Burkhardt
Managing Director, Private Real Estate, CenterSquare Investment Management
Sam Peck
Managing Director, Crow Holdings Capital
Craig Rochette
Director, Real Estate Investments, Teacher Retirement System of Texas
Matthew Saverin
Director, Real Assets & External Partnerships, UTIMCO
|
6:30 pm |
Networking cocktail reception with heavy hors d’oeuvres
|
9:00 pm |
Adjourn
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Tuesday, November 28, 2023 |
7:00 am |
Networking breakfast
|
8:30 am |
Welcome and overview
Moderator(s):
David “Mac” McWhorter
Managing Director, Institute for Real Estate Operating Companies (iREOC), a division of Institutional Real Estate, Inc.
Geoffrey Dohrmann
Chairman & CEO, Institutional Real Estate, Inc.
David Stanford
Founder, Enterprise Management Consultant, RealFoundations
|
9:00 am |
REOC partnership structures and challenges: Trends in the four main REOC partnerships
- Opening review: Investor capital flows to REOC partnerships’ investment market
- Examine the unique, similar and different challenges among various REOC models: specified deal, programmatic JVs, REOC funds and entity ownership?
- How do these different structures affect key terms in each model?
- What are the biggest concerns partnerships face now?
- How are different iREOC members thinking about the future, and what approach are they taking to move forward, and why?
Moderator(s):
Joyce Chow
Principal, GI Partners
Speaker(s) and Panelist(s):
Amy Curry
Partner, Chief Strategy Officer, Dermody Properties
Gerald A. Ronon
Managing Partner, Lubert-Adler Partners, L.P.
Jennifer Wenzel
Director, Teacher Retirement System of Texas
|
9:45 am |
REOC partnership structures and challenges: Roundtable discussions and group leader reports
Moderator(s):
Geoffrey Dohrmann
Chairman & CEO, Institutional Real Estate, Inc
David Stanford
Founder, Enterprise Management Consultant, RealFoundations
|
10:45 |
Break
|
11:15 am |
Fireside Chat Keynote: State and future of banking and debt markets
- From the front lines: Looking at credit markets, how bad is the economy, and where is it headed?
- What is the current and future state of U.S. banking?
- What is the outlook for future terms and structures of various financing sources, moving forward?
- Lessons learned: Managing real estate financing and debt in a downturn
Speaker(s) and Panelist(s):
Christopher R. Ludeman
Global President, Capital Markets, CBRE, Inc.
|
12:00 pm |
Lunch
|
1:00 pm |
Global capital flow trends into U.S. real estate and REOC partnerships
IREI Investor Survey overview and IREI.Q global capital flows data will set the stage for a panel discussion covering:
- What are the fundamental drivers of different sources of capital from different regions?
- Examine allocation trends to different strategies and sectors
- Find out how capital-flow trends compare with survey results. How are these trends evolving, moving forward?
Moderator(s):
Geoffrey Dohrmann
Chairman & CEO, Institutional Real Estate, Inc
Speaker(s) and Panelist(s):
Elizabeth Bell
Principal, Real Assets, Hamilton Lane
Susan Swanezy
Partner, Hodes Weill & Associates
|
2:00 pm |
Break
|
2:30 pm |
Getting to the finish line: Emerging managers/partners programs
Strategies and insights to help you find the right new capital and operator partner.
- Finding the right capital and operating partner: How to create a win/win situation for all parties during vetting process?
- What are some of the challenges and Catch-22 situations with developing a new emerging manager partnership?
- Discover different ways to overcome common challenges to create more new partnerships
Moderator(s):
Peter Braffman
Managing Director, GCM Grosvenor
Speaker(s) and Panelist(s):
Bakari A. Adams
Managing Director and Head of Starwood Impact Investors, Starwood Capital Group
Vernon Chin
Senior Managing Director, Lincoln Property Company
Jan van Bakel
Senior Investment Manager, Americas, CBRE Investment Management, Indirect Private Real Estate
|
3:15 pm |
Roundtable discussion and group leader reports: Creating new REOC partnerships via emerging manager programs
|
4:15 pm |
Advisory Board wrap-up summary
Moderator(s):
David “Mac” McWhorter
Managing Director, Institute for Real Estate Operating Companies (iREOC), a division of Institutional Real Estate, Inc
David Stanford
Founder, Enterprise Management Consultant, RealFoundations
Speaker(s) and Panelist(s):
Matt Saverin
Director, Real Return UTIMCO
Brandon Sedloff
Managing Director, Juniper Square
Allison Yager
Global Head of Real Estate, Mercer
|
4:45 pm |
Break until cocktail reception
|
5:30 pm |
Cocktail reception
|
6:30 pm |
Dinner and entertainment
|
9:00 pm |
Adjourn
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Wednesday, November 29, 2023 |
7:30 am |
Networking breakfast
|
8:30 am |
Evolution of Austin
We will review the macroeconomic market forces — as well as the local planning and development decisions — that are driving the evolution of the City of Austin into a global city of the future. What helped Austin become the go-to city it is today.
Moderator(s):
David Stanford
Founder, Enterprise Management Consultant, RealFoundations
Speaker(s) and Panelist(s):
Gary S. Farmer
President, Heritage Title Company and Chairman of the Greater Austin Economic Development Corporation
|
9:30 am |
Closing Remarks/Grab and go snacks
|
10:00 am |
Optional golf
*pre-registration required
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