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2023 Visions, Insights & Perspectives (VIP) Americas

January 17 - 19, 2023 | Terranea Resort | Rancho Palos Verdes, CA


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
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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.

Topics: TBA

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

Geoffrey Dohrmann, CRE, Executive Chairman and CEO of Institutional Real Estate, Inc., will share key themes and insights from our global editorial board meetings. He will then moderate a brief Q&A session with several thought leaders about global trends related to U.S. real estate market.

Speaker(s) and Panelist(s):

Geoffrey Dohrmann, CRE

Executive Chairman and CEO of Institutional Real Estate, Inc.

Matt Bronfman

Principal, Chief Executive Officer, Jamestown LP

Margaret McKnight

Partner and Head of Portfolio Solutions, Stepstone

9:30 am Keynote: TBA
10:00am Keynote interview
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, manufactured homes and independent senior living.

Moderator(s):

Chase McWhorter

Managing Director, Americas and Infrastructure, Institutional Real Estate, Inc.

Speaker(s) and Panelist(s):

John Chang

Senior VP, National Director Research Services, Marcus & Millichap Real Estate Investment Services

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

Soultana P. Reigle

Managing Director, PGIM Real Estate

9:30 am Keynote
10:00 am Networking break
10:30 am Roundtable group discussions
11:00 am Roundtable group leader report
11:45 am Defining quality markets of the future

Will secondary cities become the new gold standard for quality? 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

Chae Hong

Partner, Townsend Advisory Group

12:30 pm Lunch
1:30 pm 360-degree view of REOC JV deal

Examine a deal with a developer, an operator, an investment manager and an investor. Find out how the deal evolved and gain new insights on the drivers of different partners. Discover what are common deal breakers and ways to prevent or work around them. Review key elements to create a successful REOC JV deal

2:15 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

Carolyn Powell

Managing Director, PCCP, LLC

3:00 pm Networking break
3:30 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

Speaker(s) and Panelist(s):

John T. Berg

Senior Managing Director, Head of Private Equity Portfolio Management, Principal Real Estate Investors

4:15 pm Advisory board wrap-up forum
Speaker(s) and Panelist(s):

Chae Hong

Partner, Townsend Advisory Group

Taylor Mammen

Chief Executive Officer, RCLCO Fund Advisors (RFA)

Angela Miller-May

Chief Investment Officer, Illinois Municipal Retirement Fund

Paul Mouchakkaa

Senior Managing Director, Head of Real Estate, Alberta Investment Management Corporation

Alison Yager

Partner, Global Leader Real Estate, Mercer

5:00 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.

5:15 pm Adjourn
6:30 pm Gala cocktail reception
7:30 pm Gala dinner and after party

See you in 2024!

  • Board/Speakers
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Co-Chairs:

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.

Advisory Board:

Chae Hong
Partner
Townsend Advisory Group

Taylor Mammen
Chief Executive Officer
RCLCO Fund Advisors (RFA)

Angela Miller-May
Chief Investment Officer
Illinois Municipal Retirement Fund

Paul Mouchakkaa
Senior Managing Director, Head of Real Estate
Alberta Investment Management Corporation

Alison Yager
Partner, Global Leader Real Estate
Mercer

  • Hotel & Venue
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Terranea Resort

100 Terranea Way

Rancho Palos Verdes, CA

  • 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

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

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