IREI : LIVE – 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.

This webinar is broken down into three parts, each featuring a group of expert speakers. Loretta Clodfelter, Senior Editor, Institutional Real Estate Americas at Institutional Real Estate, Inc. will moderate all panels. Following you will find the agenda highlighting content for each discussion.

MC:
Geoffrey Dohrmann
President and CEO, Publisher & Editor-in-Chief, Institutional Real Estate, Inc.

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

PART 1:
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

Panelists:
Shawn Lese
Managing Director, CIO and Head of Funds Management, Americas, Nuveen Real Estate

Josh Samilow
Managing Director, BentallGreenOak

Allison Yager
Partner, Mercer

PART 2:
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?

Panelists:
Tripp Braillard
Senior Vice President, Heitman

Michael O'Connor
Managing Director, Clarion Partners

PART 3:
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

Panelists:
Greg Jenkins, CFA
Managing Director, Head of Institutional Defined Contributions, Invesco

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

Sponsored by:
BentallGreenOak
Clarion Partners
Heitman
Invesco
J.P. Morgan Asset Management
Nuveen Real Estate