2023 Visions, Insights & Perspectives (VIP) Americas

January 2023 | Terranea Resort | Rancho Palos Verdes, CA

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VIP Americas is our flagship event that is anticipated by the industry's top investment managers, investors and consultants. It is "THE" place to meet the right people.

VIP delivers a quality agenda that is marketing-free.

IREI strives for a ratio of three (3) managers to every one (1) investor to create a balanced environment. This ensures that attendees are able to really engage and get to know one another. Our audience is also capped so that the event is kept at a size that fosters relationship building. During the event there are several opportunities to socialize with attendees. Whether you are discussing critical industry issues as a part of a roundtable breakout session or at an off-site recreational activity, VIP gives you an excellent networking platform to establish new relationships and strengthen existing.

Registration is open to qualified investors and subscribers to our Institutional Real Estate Americas publication. To find out more details about registration and our publication, please contact our Events Department at events@irei.com or +1 925-244-0500.

Registration Cost:

Qualified Institutional Investors and Consultants Fee: Complimentary

Investment Managers and Others Fee:
Early Bird Rate: $4695 (Early bird deadline: September 15th, 2022)
Regular Rate: $4895

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 real estate 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 real estate projects, as well as legislators and their staff. This definition does not include pension/benefit plan administrators

3:1 Ratio Policy
IREI strives for a ratio of three (3) managers to every one (1) investor to create a balanced environment. Fund of Funds who send their portfolio managers are counted as investors; Fund of Funds who send their marketing people are counted as investment managers. For convenience, the attendee directory will reflect each attendee’s demographic breakdown with investor, investment manager or other (consultants, service providers, etc.).

Cancellation Policy
All refund requests must be made in writing to Institutional Real Estate, Inc. (IREI), directed via e-mail to IREI at events@irei.com Cancellations received on/before December 1, 2022 are eligible for a full refund, less a $350 processing fee. Cancellations received between December 2, 2022 and December 31, 2022 are eligible for a 50% refund. Cancellations received after December 31, 2022 are not eligible for a refund. IREI does not offer credit to future events for the unrefunded portion of the registration fee unless you are a current sponsor of an IREI publication. If IREI decides to cancel this conference, IREI does not accept responsibility for airfare, hotel or other costs incurred by registrants. If you selected an activity, the cost is included in your registration fee. Therefore, no additional cancellation fees are incurred for the activity when canceling registration.

Agenda

Theme: Adapt and overcome
*Agenda subject to change

Tuesday, January 17, 2023 - Pre-event
3:30 pm	Registration opens
4:00 pm	Springboard alumni only mixer
5:00 pm	Investor and manager roundtable mixer Tables will have the option of discussing one of several topics with predetermined starter questions. Moderator(s): Loretta Clodfelter Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc. Chase McWhorter Managing Director, Americas and Infrastructure, Institutional Real Estate, Inc.
6:00 pm	Adjourn
Wednesday, January 18, 2023 - Day One
6:30 am	Registration reopens
7:00 am	Networking breakfast
8:00 am	Welcome remarks and overview Speaker(s) and Panelist(s): Loretta Clodfelter Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc. Chase McWhorter Managing Director, Americas and Infrastructure, Institutional Real Estate, Inc. John McClelland Board Member, Institutional Real Estate, Inc.
8:45 am	A global perspective: The world as our readers see it During this session, key themes and insights from Institutional Real Estate, Inc.’s global Editorial Advisory Board meetings will be presented, which will be followed by a panel discussion with industry thought leaders to find out how these trends relate to the U.S. real estate market. Moderator(s): Chase McWhorter Managing Director, Americas and Infrastructure, Institutional Real Estate, Inc. Tom Parker Executive Vice President and Publisher, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Matt Bronfman Principal, Chief Executive Officer, Jamestown, L.P. Margaret McKnight Partner and Head of Portfolio Solutions, StepStone Alfonso Munk Chief Investment Officer, Americas, Hines
9:30 am	Keynote Speaker Speaker(s) and Panelist(s): Willis Sparks Director, Global Macro, Eurasia Group
10:00am	Keynote interview Moderator(s): Daniel R. Dubrowski Co-Founder, Head of Capital Formation, Lionstone Investments
10:15am	Break
10:45 am	Keynote roundtable group discussions Each table will have a group leader as a facilitator who will help the table pick one of several keynote topics and related questions to discuss.
11:15 am	Keynote roundtable group leader reports Group leaders will share a summary of their group’s insights in an open-forum discussion.
Noon	Wrap-up summary
12:15 pm	“Grab ’n go” box lunch
1:00 pm	Afternoon networking activities
6:00 pm	Heavy hors d’oeuvres and cocktails
7:30 pm	Adjourn
Thursday, January 19, 2023 - Day 2
7:00 am	Networking breakfast and registration reopens
8:00 am	Beyond multifamily: Compare and contrast alternative-housing strategies Multifamily is one attractive sector for investors for a variety of reasons. We would like to highlight a variety of alternative-housing strategies that share a number of the attractive attributes with multifamily and compare and contrast them. These strategies are single-family rental, student housing and independent senior living. Moderator(s): Ben Mohns Senior Managing Director, Head of Asset Management, North America, Harrison Street Speaker(s) and Panelist(s): Colleen Keating CEO, FirstKey Homes David Rose Chief Investment Officer Student Living, CA Ventures Brian Sunday Managing Director, Senior Portfolio Manager, AEW Capital Management
8:45 am	Navigating market downturns Historical perspective of market downs from the 1970s to GFC, focusing on lessons learned. We will examine patterns, as well as what’s new in today’s market. Gain new insights on emerging trends and additional insights on various ways to navigate and capitalize on current trends. Moderator(s): John McClelland Board Member, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Sonny Kalsi Co-CEO, BentallGreenOak Jack Koch Partner, Park Madison Partners Soultana P. Reigle Managing Director, PGIM Real Estate Mark G. Roberts Director of Research, Crow Holdings
9:45 am	Keynote Speaker Speaker(s) and Panelist(s): Brent Gleeson Former Navy Seal, Award-Winning Entrepreneur, World-Renowned Speaker and 2x Bestselling Author
10:15 am	Networking break
10:45 am	Roundtable group discussions
11:15 am	Roundtable group leader report
Noon	Defining quality markets of the future Will secondary cities overtake gateway cities as a destination for investor capital? What makes secondary cities’ growth in population and valuations sustainable? Will they offer resilience in market downturns and recoveries? Which markets will have the best futures, and why? Moderator(s): Loretta Clodfelter Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Emi Adachi Director of North American Research and Global Co-Head of Research Operations, Heitman John Chang Senior VP, National Director Research Services, Marcus & Millichap Real Estate Investment Services Chae Hong Partner, Townsend Advisory Group
12:45 pm	Lunch
1:45 pm	360 View of a REOC Programmatic Investment Program Examine a programmatic program looking at both direct & indirect approach with an operator and investor, consultant, and other approach: operator, investment manager, investor & consultant. Find out where does a programmatic program fit into an investor’s program? What are the trade-offs with this type of strategy? Review best practices related to creating this type of programs to help you develop a more successful REOC partnership. Moderator(s): Chase McWhorter Managing Director, Americas and Infrastructure, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Russell Dixon Chairman & CEO, RedHill Realty Investment Taylor Mammen Chief Executive Officer, RCLCO Fund Advisors (RFA) Scott Stuckman Executive Managing Director, USAA Real Estate Jonathan Van Gorp Managing Director, Makena Capital Management, LLC
2:30 pm	Lenders’ perspectives: Economy, markets and sectors Financial lending institutions are on the front lines of emerging trends related to the economy, markets and real estate sectors. Gain additional insights on evolving deals, terms, structures. Find out what markets and sectors might be fading and which ones to watch more closely. Moderator(s): Loretta Clodfelter Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Ronnie Gul Principal, Mesa West Capital Daniel Heflin Founding Partner & Co-CIO, Torchlight Investors Mitch Pleis Portfolio Manager, California State Teachers' Retirement System Carolyn Powell Managing Director, PCCP, LLC
3:15 pm	Networking break
3:45 pm	Global capital-flow trends: Portfolio rebalancing and denominator effect What are the drivers of portfolio rebalancing and the impact of denominator effect? How might these trends develop during the next three to five years? What are the challenges and risks that investors are focusing on? How are investors’ capital allocations evolving? To set the stage for panel discussion, we will present data from our annual investor survey and IREI.Q (formerly FundTracker), which will provide a macro equity and debt capital-flows trends for us Moderator(s): Tom Parker Executive Vice President and Publisher, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Indraneel Karlekar Global Head of Research and Strategy, Principal Asset Management Thomas Mueller-Borja Managing Director, BlackRock Eduardo Park Investment Officer, Los Angeles City Employees Retirement System
4:30 pm	Advisory board wrap-up forum Moderator(s): Loretta Clodfelter Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Chae Hong Partner, Townsend Advisory Group Taylor Mammen Chief Executive Officer, RCLCO Fund Advisors (RFA) Paul Mouchakkaa Senior Managing Director, Head of Real Estate, Alberta Investment Management Corporation Alison Yager Partner, Global Leader Real Estate, Mercer
5:15 pm	Closing remarks Speaker(s) and Panelist(s): Loretta Clodfelter Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc. Chase McWhorter Managing Director, Americas and Infrastructure, Institutional Real Estate, Inc. John McClelland Board Member, Institutional Real Estate, Inc.
5:30 pm	Adjourn
6:30 pm	Gala cocktail reception
7:30 pm	Gala dinner and after party