The 3rd Annual California Institutional Real Estate Investor 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.
The program agenda has been developed through extensive local travel and feedback from the local markets including executive directors, chief investment officers, senior finance and investment staff, general counsels and trustees representing institutional & HNW wealth management asset owners including public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, investment consultants, family offices, HNW wealth managers and private banks.
In a closed door and non-salesy environment we provide a platform for peer to peer knowledge exchange for the institutional and HNW wealth management community with a specific focus on allocations to real estate. Our coverage is constantly updated to reflect the latest in core, value add, real estate debt, industrial and hospitality investments spanning building initial allocations to managing multi-billion dollar portfolios.
James McCallum Chief Financial Officer Sacramento Region Community Foundation
Ted Egan Chief Economist City and County of San Francisco
Marty Dirks Trustee San José Federated City Employees’ Retirement System
Brendan MacDonald Partner StepStone Group
Emily Johnstone Managing Director AFL- CIO Housing Investment Trust
John Humphreys Vice President Meketa Investment Group
Faye Beverett Principal Bard Consulting LLC
Seth R. Freeman, CIRA, Senior Managing Director EM Capital Management, LLC
Bill Haynor Independent Consultant Former Member of the San Diego City Employees' Retirement System
Lisa Russell Chief Investment Officer Peak Trust Company
Larry Powell President LP Institutional
Malia Cohen Trustee San Francisco Employees’ Retirement System
Jan Mende Senior Vice President Callan
Glenn Ezard Senior Investment Consultant Segal Marco Advisors
Michael Tussie Managing Director Summit Real Estate Group
Sage Lincoln Senior Research Director, Global Manager Research Wells Fargo Investment Institute
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
2018 Institutional Real Estate Strategy Overview
Navigating Today’s Debt Markets
The Role Of Infrastructure In A Real Estate Portfolio
Allocating To Industrial Real Estate
Outlook For Residential
Value-Added And Opportunistic Investing In Today’s Market
Fundamental Factors In Gp Selection
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|