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IREI : LIVE | Defined Contribution

October 19, 2021 | A Virtual Platform

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Institutional Real Estate, Inc. is excited to announce its newest initiative, IREI : LIVE! A new Virtual Conference Series focusing on the most significant issues the industry is facing in today's climate. IREI : LIVE will be produced seven times in 2021. The series will start in May.

IREI : LIVE’s panels will feature the IREI commitment of a one-to-one LP/GP ratio on each panel with a combination of four to six GPs and LPs spread out over two or three panels per event.

The live panels will be tailored to topics that are pertinent to each individual firm’s expertise and knowledge so that you can demonstrate your wisdom on a series of topics, which include:

  • Future of Offices
  • Debt
  • Future of Logistics and Retail
  • Life Sciences
  • Defined Contribution
  • Data Centers
  • Diversity, Equity & Inclusion
  • Multifamily

Sponsoring one or more IREI : LIVE conferences will give you excellent exposure to those firms and individuals that are eager to work with you and invest in your expertise. If you are interested in sponsoring and would like to receive more information on the benefits, please contact me at +1 212-706-7023 or r.schein@irei.com.

  • Agenda
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IREI : LIVE | Defined Contribution

Webinar: Tuesday, October 19, 2021, at 10:00 a.m. – 12:45 p.m. Pacific Time

Real Estate Opportunity Sets in the Defined Contribution Market

This webinar is tailored for CIOs, portfolio managers and retirement fund investors, and investment managers that are active in private and/or listed real estate. If your organization is considering a defined contribution option, or if you already have one, this webinar is for you. We will review the defined benefit and defined contribution models and examine how trends in these markets are reshaping investment options, investment programs and investor roles. The DC model is growing and, if it hasn’t already, it will likely impact your career at some point in the future. This webinar will provide you with insights into key trends and review a number of different strategies and solutions available in real estate today.

10:00 a.m.  – Welcome & Opening Remarks: Geoffrey Dohrmann, CRE, Executive Chairman & CEO, Institutional Real Estate, Inc.

10:10 a.m.  – Part I: Defining Opportunity Sets: Looking Back and Forward with Modern DC Plans

  • Defined Benefit vs. Defined Contribution: How did we get here, and where are we going?
  • The case for alternatives and private real estate inside defined contribution plans
  • An overview of various defined contribution platforms and trade-offs

Moderator: Loretta Clodfelter, Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.

PanelistsShawn Lese, Managing Director, Chief Investment Officer and Head of Funds Management, Americas, Nuveen Real Estate, Josh Samilow, Managing Director, BentallGreenOak, Allison Yager, Partner, Mercer

11:00 a.m. – Part II: Evolution of Real Estate in DC Plans: Trends to Watch

  • Which types of platforms are gaining traction, and why?
  • Why isn’t the DC model’s adoption of private real estate growing faster, and what needs to happen for it to reach its full potential?
  • What are the implications of Secure Act and Pooled Employer Plans? What do they mean for the real estate and financial services industries?

Moderator: Loretta Clodfelter, Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.

PanelistsMichael O’Connor, Managing Director, Clarion Partners, Tripp Braillard, Senior Vice President, Heitman

11:40 a.m.  – Virtual Break

11:50 a.m. – Part III: How to Do Real Estate Right, Implementation of DC Plan

  • Where does real estate fit in a modern DC plan?
  • What are key considerations to implement, related to process and structure?
  • Case study to examine key points in adoption and management to highlight how it all fits together

Moderator: Loretta Clodfelter, Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.

Panelists: Jani Venter, Executive Director, DC Fund Management, J.P. Morgan Asset Management, Greg Jenkins, CFA, Managing Director, Head of Institutional Defined Contributions, Invesco

12:40 p.m. – Closing Remarks & Thank You: Geoffrey Dohrmann, CRE, Executive Chairman & CEO, Institutional Real Estate, Inc.

12:40 p.m. Adjourn 

  • Board/Speakers
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Geoffrey Dohrmann, CRE
Executive Chairman & CEO
Institutional Real Estate, Inc.

Geoffrey Dohrmann, CRE, is the founder, executive chairman and CEO, and also serves as a director, of Institutional Real Estate, Inc., a San Ramon, Calif.–based publishing and consulting company focused on meeting the information needs of the institutional real estate, infrastructure and private wealth advisory investment communities. In this capacity, 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, FundTracker, Institutional Investing In Infrastructure, Real Assets Adviser and Newsline. Dohrmann also serves as conference producer of IREI’s industry events, including Visions, Insights & Perspectives (VIP) Americas, VIP Europe, Institutional Investing In Infrastructure (I3), IREI CEO Summit and IREI Springboard. Dohrmann consults with many of the leading firms in the real estate investment management industry, and also has lectured on institutional real estate market–related matters at elite U.S. business schools

Loretta Clodfelter
Senior EditorInstitutional Real Estate, Americas
Institutional Real Estate, Inc.

Loretta Clodfelter is senior editor of Institutional Real Estate Americas, the award-winning flagship publication of San Ramon, Calif.–based Institutional Real Estate, Inc. She has edited the publication since 2015. She has more than 15 years of experience covering the commercial and institutional real estate industry, first with REITStreet and Institutional Real Estate Newsline (IREN), and then as production editor of Institutional Real Estate Europe and copyeditor for all of IREI’s products. Loretta has a bachelor’s degree and master’s degree from Mills College.

Tripp Braillard
Senior Vice President
Heitman

Tripp Braillard is a Senior Vice President, Defined Contribution Solutions in Heitman’s Client Service & Marketing group. He supports the firm’s initiatives across its full suite of real estate investment strategies within the defined contribution channel. Braillard works with firm leadership to offer Heitman’s real estate investment products and solutions to DC plans to help plan sponsors and their participants achieve their investment goals. Previously, he was a senior vice president at PIMCO and an executive vice president at BNY Mellon Investment Management and held a variety of client service and marketing roles with Fidelity Investments. Braillard received a B.A. from Boston College and an M.B.A. from Babson College

Greg Jenkins, CFA
Head of Institutional DC
Invesco

Greg Jenkins is a managing director and Head of Institutional Defined Contribution on Invesco’s North American Institutional team, which handles strategy, new business development, and relationship management. Before Invesco, Jenkins held roles at Morgan Stanley, Charles Schwab and others. He has more than 25 years of experience in the defined contribution market and is a frequent speaker and thought leader on topics in the retirement industry. Jenkins earned a B.A. in economics from the University of Colorado and an M.B.A. from the University of Texas at Dallas. He is a CFA charterholder and a member of the CFA Institute. He holds the Series 3, 7, 24, 30, 63, and 79 registrations.

Shawn Lese
Managing Director, Chief Investment Officer and Head of Funds Management, Americas
Nuveen Real Estate

Shawn Lese serves as CIO and Head of Funds Management for Nuveen Real Estate’s ~$90 billion Americas platform. He leads a team of seasoned portfolio managers in driving investment performance and partnering with clients on investments. In addition, he oversees the end-to-end investment process. He is a member of the Global Executive Leadership Team and Americas Investment Committee. Previously, Lese was a managing director on the capital markets team of Grosvenor Fund Management. He has also held roles at Morgan Stanley, Lazard, JPMorgan and Sullivan & Cromwell. He entered the industry in 1998. Lese has a B.A., an M.B.A. and a J.D., all from Columbia University.

Michael O’Connor
Managing Director
Clarion Partners

Michael O’Connor, is an equity owner and managing director in portfolio management. Michael serves an assistant portfolio manager for one of Clarion’s open-end funds and also directs Clarion’s defined contribution strategies.  Previously, he was an acquisitions officer with the Firm and structured investment transactions in the private and public markets.   He also served as a vice president with Clarion’s research team. Michael joined Clarion in 1997 and has over 30 years of real estate experience. He is a member of the Pension Real Estate Association and serves as co-president of the Defined Contribution Real Estate Council. He has a B.A. in public policy from Brown University and an M.B.A. in finance from Columbia University.

Josh Samilow
Managing Director
BentallGreenOak

Josh Samilow is Managing Director of Capital Raising and Investor Relations at BentallGreenOak and leads capital raising and investor relations for the firm’s Diversified U.S. Property Fund and the BGO Daily Value Fund. He joined the firm through the acquisition of Landon Butler & Company. Prior to that role, Samilow was vice president of marketing for Manning & Napier and worked for Fidelity Investments. He has spent more than 25 years working with institutional clients and has extensive experience across multiple distribution channels. Samilow received his bachelor’s degree in organizational communication from the University of Delaware and holds Financial Industry Regulatory Authority Series 7, 63, and 65 designations.

Jani Venter
Executive Director, DC Fund Management
J.P. Morgan Asset Management

Jani Venter, Executive Director, is a member of the Defined Contribution Fund Management Team for J.P. Morgan’s DC Private Real Estate Solutions. She supports the management and growth of DC private real estate solutions and provides regular portfolio insights to investors. Previously, she was an associate partner at Aon Hewitt Investment Consulting. Venter has authored publications and industry white papers on the benefits of including daily priced private real estate solutions in DC plans. She co-chairs PREA’s DC Affinity Group. Venter holds an M.S. in real estate development from MIT and bachelor’s degrees in building science and architecture from the University of Port Elizabeth, South Africa.

Allison Yager
Partner
Mercer

Allison Yager is a partner in Mercer’s Atlanta office. She is the Global Leader of Real Estate within Mercer Alternatives. She provides real estate consulting and strategic advice to clients and consultants and manages a team that provides strategic and investment direction for constructing real estate and natural resource portfolios. Yager has more than 30 years’ financial and real estate investment experience. Before joining Mercer, she worked for a real estate investment management firm and a public accounting firm. Yager earned a B.B.A. in accounting from the University of Georgia. She is a CPA, a member of NCREIF and a member of boards including the NCREIF/PREA Reporting Standards Board.

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A Virtual Platform

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  • Contact
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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

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