2024 Visions, Insights & Perspectives (VIP) Americas

January 22 - 24, 2024 | Park Hyatt Aviara | Carlsbad, CA

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Due to great popularity and demand for the event, regrettably registration is now only open to Investors and Consultants.

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 does not permit any side meetings, at any time during our scheduled program. Additionally, the attendee list shall not be utilized for marketing purposes, of any type, nor should it be used for distribution. These are both a violation of IRE's events policy and we reserve the right to rescind any future attendance. We trust you understand that these (and our related event policies) have always been designed to ensure we can create the kind of unique, special experience for all attendees we’ve always been known for.

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: $4995

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, 2023 are eligible for a full refund, less a $350 processing fee. Cancellations received between December 2, 2023 and December 31, 2023 are eligible for a 50% refund. Cancellations received after December 31, 2023 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

Due to great popularity and demand for the event, regrettably registration is now only open to Investors and Consultants.

As a reminder, IREI does not permit any side meetings, at any time during our scheduled program. Additionally, the attendee list should not be utilized for marketing purposes, of any type, nor should it be used for distribution. These are both a violation of IREI’s events policy and we reserve the right to rescind any future attendance.

Monday, January 22, 2024
3:30 pm	Registration Opens
4:00 pm	Springboard Alumni Mixer
5:00 pm	Fireside Chat: Investor Perspectives & Mixer Moderated panel discussion with advisory board members regarding key themes, topics and questions to set the stage for program discussions. Moderator(s): Tom Parker Executive Vice President and Publisher, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): John Baczewski Founder & President, Real Estate Fiduciary Services, LLC Christy Fields Managing Principal, Head of Real Estate Portfolio Solutions, Meketa Investment Group Gloria Gil Senior Investment Officer, Real Estate, Oregon State Treasury Kristin M. Kostrzewa Associate Portfolio Manager, The University of Chicago Office of Investments
6:30 pm	Adjourn
Tuesday, January 23, 2024
6:30 am	Registration Reopens
7:00 am	Networking Breakfast
8:00 am	Welcome Remarks & Overview Moderator(s): Geoffrey Dohrmann Executive Chairman and CEO, Institutional Real Estate, Inc. Loretta Clodfelter Editorial Director, Institutional Real Estate, Inc. Tom Parker Executive Vice President and Publisher, Institutional Real Estate, Inc.
8:45 am	Keynote: The Most Aggressive Fed in History Speaker(s) and Panelist(s): Danielle DiMartino Booth CEO & Chief Strategist, QI Research
9:15 am	Keynote Interview Moderator(s): Anar Shah Vice President, Capital Formation Lionstone Investments
9:30 am	Keynote Roundtable Discussion Groups Each table will have a group leader as a facilitator and will help the table pick one of several keynote topics and related questions to discuss. Moderator(s): Loretta Clodfelter Editorial Director, Institutional Real Estate, Inc.
10:00 am	Roundtable Group Leader Reports Group leaders will share a summary of their group’s insights in an open forum discussion. Moderator(s): Loretta Clodfelter Editorial Director, Institutional Real Estate, Inc. John McClelland Member, Board of Directors, Institutional Real Estate, Inc.
10:30 am	Networking Break
11:00 am	A Global Perspective: The World As Our Readers See It Geoffrey Dohrmann, CRE, Executive Chairman & 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. Moderator(s): Geoffrey Dohrmann Executive Chairman and CEO, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Stéphanie Bensimon Member of the Executive Committee & Head of Real Estate, Ardian William Pattison Head of Real Estate Research & Strategy, MetLife Investment Management Albert Rabil, III CEO, Kayne Anderson, CEO and Co-founder, Kayne Anderson Real Estate
Noon	Wrap-Up Summary
12:15 pm	“Grab ‘n Go” Box Lunch
12:30 pm	Afternoon Networking Activities Begin 12:30 pm: Depart for Brewery Tasting 1:00 pm: Golf, Sip & Paint, Hiking, Yoga 1:30 pm: Depart for Pickleball
6:00 pm	Heavy hors d’oeuvres & cocktails
7:30 pm	Adjourn
Wednesday, January 24, 2024
7:00 am	Registration Reopens & Networking Breakfast
8:00 am	Global Capital Flow Trends To set the stage for panel discussion, we will present data from our annual investor survey and IREI.Q, which will provide a macro perspective on real estate equity and debt capital-flows trends. Moderator(s): Tom Parker Executive Vice President and Publisher, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Robert Bloom Managing Principal, Walton Street Capital Randall Rothschild Senior Managing Director, Global Head of Debt, Tishman Speyer Simon Treacy CEO, Private Equity Real Estate, Real Assets, CapitaLand Investment
8:45 am	Keynote: AI & Humanity Speaker(s) and Panelist(s): Jeremy White Senior Innovation Editor, Wired
9:30 am	Roundtable Group Discussions Moderator(s): Loretta Clodfelter Editorial Director, Institutional Real Estate, Inc.
10:00 am	Roundtable Group Leader Report Moderator(s): Loretta Clodfelter Editorial Director, Institutional Real Estate, Inc. Lester Lockwood Member, Board of Directors, Institutional Real Estate, Inc.
10:30 am	Networking Break
11:00 am	Insurance & Increased Weather Volatility: How its impacting real estate risk, costs and returns A review of strengths and limitations of climate models. A look at the numbers: odds and probabilities of various types of climate risks A look at cost trends related to real estate valuations and returns. Moderator(s): Loretta Clodfelter Editorial Director, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): TJ Hofheimer Managing Director, Portfolio & Asset Management, National Real Estate Advisors Rajeev Ranade Partner, Climate Core Capital
11:45 am	Demographic Trends: What’s driving shifts to and from various cities and states across the United States? What are the fundamental drivers of current and future migration shifts in the United States between different states and cities? Where are we in this cycle, and what are some red flags to watch for future shifts? What types of real estate strategies and cities will benefit the most moving forward in these growing states and cities? Moderator(s): Lester Lockwood Member, Board of Directors, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Russell Appel Founding Principal, The Praedium Group Drew Flahive President, Amherst Brian Nottage, PhD, CFA Managing Director, Portfolio Manager, Strategic Property Fund, J.P. Morgan Asset Management
12:30 pm	Lunch
1:30 pm	Driving Demand: Tenant views for office What’s in, what’s out and why? Where are we in the cycle related to these trends? What are some red flags to watch in the future regarding trend shifts? What are valuation and return ranges for trophy office and mixed-use? Moderator(s): Geoffrey Dohrmann Executive Chairman and CEO, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Albert Behler Chairman, CEO & President, Paramount Group Richard A.C. Coles Founder & Managing Partner, Vanbarton Group, LLC Sondra Wenger Head of Americas Commercial Operator Division, CBRE Investment Management
2:15 pm	AI & Real Estate: What’s hype? What’s real? How did we get here and where are we headed? What are the challenges, strengths and limitations of using AI in real estate? How is AI being utilized now in portfolio management and asset management (underwriting, valuations, tenant tracking and servicing, etc.)? Moderator(s): Dan Cashdan President, Equity Placement Platform Leader, Jones Lang LaSalle Securities, LLC Speaker(s) and Panelist(s): Dr. Will McIntosh Global Head of Research, Affinius Capital Brandon Sedloff Managing Director, Juniper Square Chris Shaida CEO – Enterprise, RealFoundations
3:00 pm	Creating Value Across Strategies & Sectors: How operation teams drive returns What are the main operational areas of asset management? How much can these areas help drive valuations & returns? What types of strategies and sectors offer the most and least amount of opportunity to add value operationally? Moderator(s): John McClelland Member, Board of Directors, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Vernon Chin Senior Managing Director, Lincoln Property Company Joey Lansing Partner, Global Head of Portfolio Management and Strategy, Harrison Street Ryan Swehla Co-CEO & Co-Founder, Graceada Partners
3:45 pm	Advisory Board Wrap Up Forum & Closing Remarks Moderator(s): Geoffrey Dohrmann Executive Chairman and CEO, Institutional Real Estate, Inc. Loretta Clodfelter Editorial Director, Institutional Real Estate, Inc. Tom Parker Executive Vice President and Publisher, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): John Baczewski Founder & President, Real Estate Fiduciary Services, LLC Christy Fields Managing Principal, Head of Real Estate Portfolio Solutions, Meketa Investment Group Gloria Gil Senior Investment Officer, Real Estate, Oregon State Treasury Kristin M. Kostrzewa Associate Portfolio Manager, The University of Chicago Office of Investments
4:15 pm	Adjourn (until evening activities)
6:30 pm	Gala Cocktail Reception
7:30 pm	Gala Dinner
9:30 pm	Optional: After Dinner Networking