Title: Making It Happen: DEI Best Practices

Webinar: Tuesday, June 15, 2021 at 10:00 a.m. – 12:30 p.m. Pacific time

What is the state of Diversity, Equity & Inclusion in institutional real estate industry?  What are the trends, challenges and solutions from investors & investment managers?  Discover practical and actionable insights on our webinar.

10:00 a.m.     Welcome & Overview

Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.

10:10 a.m.     Part I: Making It Happen: DEI Best Practices

• Where is the real estate industry today vs. where we need to go?
• How is unconscious bias being factored into addressing DEI at institutions regarding their approaches and policies?
• What are some examples of new initiatives being employed that are helping to move the needle in the industry today?

Moderator:

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

Panelists:

Gina Baker Chambers, Principal & Portfolio Manager, Artemis Real Estate Partners
Dave Kutayiah, Managing Director, Head of Human Resources, Clarion Partners
Angela Miller- May, CIO, Chicago Teachers’ Pension Fund
Neveo Mosser, Chairman, Mosser Capital

11:10 a.m.     Virtual Break

11:20 a.m.     Part II: Making It Happen: DEI Best Practices

• What are some examples of new initiatives being employed that are helping to move the needle in the industry today?
• What are the strengths and limitations of DEI benchmarking today?
• How are DEI benchmarks evolving?
• What metrics are investors looking for to measure and evaluate investment managers’ ESG programs related to diversity, equity and inclusion?

Moderator:

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

Panelists:

Juan DeAngulo, Managing Partner, Elion Partners
Julie Donegan, Portfolio Manager, Real Estate, California State Teachers’ Retirement System
Jennifer Stevens, Co-Founder & Managing Partner, Alliance Global Advisors

12:20 p.m.     Wrap-Up

Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.

12:30 p.m.     Adjourn

Geoffrey Dohrmann
President & CEO
Institutional Real Estate, Inc.

Geoffrey Dohrmann, CRE, is the founder and as a director, the president and CEO 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 Editor, Institutional Real Estate
Americas, IREI

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.

Gina Baker Chambers
Principal & Portfolio Manager
Artemis Real Estate Partners

Gina Baker Chambers is a principal and portfolio manager for Artemis Real Estate Partners. In her portfolio manager capacity, she sets strategy, oversees asset management, and serves as primary client interface for $1.4 billion of separate account relationships. In her Capital Raising and Investor Relations capacity, she creates marketing strategy, secures commitments to Artemis sponsored vehicles, and ensures high-quality interactions with investors across the platform. Baker Chambers began her career at Fannie Mae. She holds a B.A. from the University of Pennsylvania and an M.B.A. from Columbia Business School, where she was a Toigo Fellow, a PREA/Toigo Fellow and a Real Estate Executive Council Fellow.

Julie Donegan
Portfolio Manager
California State Teachers’ Retirement System

Julie Donegan joined CalSTRS in December 2019 as a portfolio manager. She is responsible for the residential portfolio as well as ESG-related real estate investments. Donegan’s work experience includes nearly 10 years at Franklin Real Asset Advisors, where she served as a senior vice president and was a voting member of the Global Real Estate Investment Committee. She also was a senior vice president with Eastdil Secured. Donegan began her career at CalPERS. She holds a B.S. in business management and is a member of PREA and CREW, where she served on the National Board of Directors.

Juan DeAngulo
Managing Partner
Elion Partners

Juan DeAngulo is managing partner at Elion Partners and a voting member of the firm’s Investment and Asset Management Committees. Since joining Elion, DeAngulo has developed the firm into a vertically integrated, institutional-grade real estate investment platform, transacting on and operating more than $2 billion in gross real estate assets. DeAngulo serves as a member of Harvard University’s Alumni Real Estate Board as well as the Board and Loan Committee of Wessex Corp. He holds a certificate from Harvard University’s School of Design Advanced Management Development Program, a B.S. with honors from East Tennessee State University and an M.B.A. from Regent University.

Dave Kutayiah
Managing Director
Clarion Partners

Dave Kutayiah, equity owner and managing director, is Clarion Partners’ Head of Human Resources, responsible for managing all human capital activities for the firm. His responsibilities include talent acquisition, management and development; compensation and benefits; employee engagement; and social responsibility activities. He is a member of Clarion’s Operating, Talent Management, and Responsibility Committees and its Compensation Committee, and an advisor to the Executive Board. Kutayiah joined Clarion Partners in 2008 and began working in the financial services industry in 1996. He is also an adjunct professor in the Human Resources Management Graduate Program at Mercy College.

Angela Miller- May
CIO
Chicago Teachers’ Pension Fund

Angela Miller-May serves as the Chief Investment Officer for the $12.5 billion Chicago Teachers’ Pension Fund. She provides strategic portfolio construction, excellent manager selection, rigorous due diligence, and leadership to a staff of nine in meeting CTPF’s investment goals. Miller-May joined the fund in 2010. Prior to serving as the CIO, she held several progressively responsible positions at CTPF. She has received many awards, serves on a number of advisory boards, and engages with various organizations. Miller-May holds an M.B.A. from DePaul University and a B.A. in economics from Northwestern University.

Neveo Mosser
Chairman & Co-Founder
Mosser Companies

In more than 30 years at Mosser Companies, Neveo Mosser has developed deep expertise in investing and property management in the multifamily and hospitality sectors, including acquisitions, turn-around projects, workforce housing unit renovations, capital improvement projects, and value-add and distressed assets. At Mosser Capital, he has led and contributed to all facets of the company. His current memberships include the executive board of the San Francisco Apartment Association and the Coalition for Better Housing, the Oakland Jobs and Housing Coalition, the iREOC Board of Governors, and the University of California Berkeley Fisher Center Policy Advisory Board.

Jennifer Stevens
Co- Founder & Managing Partner
Alliance Global Advisors

Jennifer Stevens’ professional experience includes 16 years of institutional portfolio management and consulting, strategic and investment planning, real asset investment underwriting, and a specialization in areas including ESG and industry best practice. Stevens held several positions within The Townsend Group, advising clients with cumulative total plan assets of more than $300 billion and approximately $20 billion in real estate allocations. She was a voting member of Townsend’s Advisory Investment Committee, responsible for reviewing and approving due diligence reports and strategy for all advisory clients of the firm.

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