The 8th Annual Real Estate South Forum is a local peer-to-peer educational meeting exclusively for the institutional and HNW wealth management community with a specific focus on allocations to real estate.
This closed-door one-day forum will bring together public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, investment consultants, family offices, HNW wealth managers, and private banks.
KEYNOTE SPEAKERS
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Dave Young, Treasurer, State of Colorado Dave Young is the State Treasurer of Colorado, a position he has held since January 2019. Prior to this role, he served as the State Representative for House District 50 from July 2011 to January 2019. Throughout his career, Dave has been dedicated to improving education and training opportunities for individuals. He worked as a senior instructor for the Information and Learning Technologies program at CU - Denver and taught math, science, and technology at Heath Junior High in Greeley. Dave's passion for public service was ignited by his sister's challenges in accessing essential services, leading him to run for office to advocate for the most vulnerable in society. He holds a Bachelor's degree in Mathematics from Colorado State University and a Masters in Information and Learning Technologies from CU - Denver. |
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John Bullman, Chief Investment Officer, LGT Financial Advisors John Bullman is the Chief Investment Officer at LGT Financial Advisors, LLC. With over 20 years of experience in the investment management industry, he is a key member of the team. As a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) designee, John brings significant expertise in managing investment risk and constructing effective portfolios. He is responsible for assisting the Financial Advisory team with investment recommendations aligned with clients' goals and risk expectations. |
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Elmer Huh, Chief Investment Officer, M.J. Murdock Charitable Trust Elmer Huh is the Chief Investment Officer at M.J. Murdock Charitable Trust, where he leads the investment team and manages the organization's portfolio since 2017. Holding a BS in Mechanical Engineering, MS in Industrial Engineering & Operations Research, and an MBA in International Finance & Accounting, Elmer demonstrates a strong educational background. Elmer is a CFA charter-holder and has various FINRA registrations. Under Elmer's leadership, the M.J. Murdock Charitable Trust has achieved impressive investment returns, with a track record of outperforming benchmarks and peers. His investment approach is centered around a long-term, value-oriented strategy that emphasizes fundamental research and a disciplined investment process. He has successfully implemented a diversified investment portfolio that includes public and private equities, fixed income, real assets, and other alternative investments. |
SPEAKERS
David Corpus Trustee-Chairman of the Investment Committee Teacher Retirement System of Texas
Simon Mok Head Portfolio Manager - International Private Real Estate Employees’ Retirement System of Texas
Kurt Vroman Chairman Deltona Firefighters Pension Fund
Dawn Buckingham Commissioner The Texas General Land Office
Komson Silapachai Partner Sage Advisory
Trenton Smith Managing Partner Ridgepine Capital Partners
David Sabonghy Senior Wealth Advisor Waterloo Capital
Joe Nugent Director, Private Markets Asset Consulting Group
Ryan Bailey Chief Investment Officer and Managing Partner Paradigm Institutional Investors
Rachael Wyatt Aaron Senior Director of Development Venturi Private Wealth
Larry Dixon Managing Partner NovaPoint Capital
Matt Borowski Senior Wealth Manager, Partner True North
Loreen Gilbert Founder & CEO WealthWise Financial Services
Arun Kaul Founder, President, and Chief Investment Officer AK Global Investment Management
Patrick Browning Vice President J.P. Morgan Private Bank
Tim Kenny Head of U.S. Real Estate Portfolio Management Barings
Stefan Whitwell Founder and Chief Investment Officer Whitwell & Co
Chris Moyseos Portfolio Manager, Vice President Morgan Stanley Wealth Management
GOLD SPONSORS
SPONSORS
NETWORKING SPONSORS
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Key Discussion Topics
The Real Estate Industry From a 500 Foot View
Keynote CIOs share their industry insights into the state of the U.S. real estate markets. We welcome you to join this dynamic cross conversation that will set the stage for a thought-provoking day ahead.
What’s Next for Texas (and the Rest of the Sunbelt)
The sunbelt experienced an influx of renters and buyers over the last several years as west coast and northeastern residents sought more affordable housing options. Will the sunbelt continue to see growth in 2024? What real estate sectors are offering greater returns? What are industry experts’ expectations for the future of Texas and the surrounding regions? The day will commence with a scene-setting discussion covering what trends are emerging in the south as well as noteworthy headwinds and tailwinds that are affecting real estate portfolios.
Doubling Down on Debt
How are real estate managers approaching debt in the current economy? Are distressed assets providing the desired returns? What loan structures would you recommend for new investors looking to enter the space? Are mezzanine loans, subordinated secured debt or B-notes, or CRE first mortgages delivering the most meaningful returns? How can real estate investors maximize their exposure to private debt?
The Next Generation of Industrial and Infrastructure
As the rise of ecommerce has ballooned the industrial sector over the last four years, we look ahead to the next chapter of industrial. Our panel of industry experts will spearhead a discussion on the future of industrial. What technological innovations are infiltrating the space? What will new construction warehouses look like in 2025? How can you affectively incorporate industrial into your real estate portfolios as the sector evolves. What returns do you anticipate to see from industrial in the coming years?
Development Opportunities Across the Sunbelt
Maximizing Your Exposure to Multifamily
Multifamily is booming; this we know. What can real estate investors do to position themselves for success in this sector? How are microeconomies within the sunbelt comparing to other regions within the U.S.? Are technological innovations in multifamily affecting your investment strategies and partnerships? What can allocators expect for multifamily in the coming months? What are the biggest trends in the housing market today?
Deep Dive on Niche Strategies
What is driving real estate investors’ appetite for niche asset classes? What is new with data centers? How are storage facilities performing? What does the demand for senior housing, student housing, and manufactured housing look like in Texas? Are medical office buildings performing? What are your expectations for life sciences? How are these niche in-vestment strategies performing in the sunbelt region compared to other regions nationally?
What housing trends are you seeing in the south? How are mortgage rates impacting the local residential sector? What economic factors are contributing to changes in residential real estate? What does investor appetite for residential real estate look like today? Are you approaching the investment selection process differently in 2024? What are the most prominent hurdles to be wary of when entering the space? How can they be overcome? Where do you see the greatest amount of upside potential?
How are retail markets performing globally? As new construction has slowed, retail supply and demand has balanced suggesting continued high occupancy in the months to come. While the retail market faced extreme pandemic-induced hurdles, key retailers have found success in locating high traffic locations, grocery-anchored assets, and tourist destinations. Retailers focus on quality of design, technology focused spaces, and drive-through options or quick-service locations. What retail trends will emerge in the coming months?
Is Opportunistic Too Opportunistic?
As the U.S. economy ebbs and flows, investors reevaluate their portfolio composition as it relates to risk. Within the real estate sector, this means deciding between opportunistic, value-add, core, or core plus opportunities. How is your approach shifting from 2023 to 2024? Why? What are the primary macroeconomic factors that are leading you to your strategic allocations? What would you recommend for investors who are new to the real estate sector?
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
PRICING
| Early Bird | 2,500 USD | 12/21/23 |
| Event Registration - Managers & Service Providers | 3,000 USD | 05/07/24 |
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