2022-12-06T00:00:00-0500

2022-12-07T00:00:00-0500

9th Annual Real Estate Global Forum New York City | December 6 & 7, 2022 Request Agenda


The 9th Annual Real Estate Global Forum is the leading investor-centric event for LPs with allocations to Real Estate. This closed-door two-day forum will bring together US and international public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, investment consultants, family offices, HNW wealth managers, and private banks.

Advisory Board

Michael Dineen, CFA, Senior Investment ManagerIBM Retirement Fund
Margaret (Peggy) Flynn, CFA, Director of Pension Management, Consolidated Edison
Jessica Long, Senior Director, Head of Sustainability, Americas, Nuveen
Eric Newman, Treasury Manager & Trustee, City of Stamford
John Mannix, Chief Executive Officer, Baldwin Brothers
Biff Pusey, Co-Founder & Member, CrossGrain Family Investments



KEYNOTE SPEAKERS

Kirk Sims, Director, Head of Emerging Manager Program, Teachers Retirement System of Texas

Kirk Sims heads TRS’ Emerging Manager Program. Since being established in 2005, TRS has committed $3.7 billion to one of the largest programs of its kind. An additional $2 billion has been invested directly with EM Program graduates. Each graduate was selected as a result of consistent outperformance among a group of more than 160 EM managers. Recognizing the Program’s success, in early 2019, TRS rolled out a plan to invest another $3 billion over the next three to five years.

Sims joined the Teacher Retirement System of Texas on March 1, 2019. Before joining Texas Teachers, he was a Senior Investment Officer for the Teachers’ Retirement System of the State of Illinois. Sims had oversight and management responsibility of TRS’s Emerging Manager Program, a $750 million evergreen pool of capital designed to identify and invest in emerging investment managers across all asset classes.

Prior, Sims worked at Prudential Retirement where he was responsible for a manager of manager’s retirement platform as well as an open architecture investment platform. He also has a background in asset management and has held various positions with both large and small asset managers.

Sims is a CFA charter holder and holds a Masters in Business Administration from the Columbia University Graduate School of Business. He received a Bachelor of Business Administration from Howard University in Washington, DC.

Amanda Pullinger, Chief Executive Officer, 100 Women In Finance

Ms. Pullinger is the Chief Executive Officer of 100 Women in Finance. She leads a staff team and provides direction to 500 volunteer practitioners globally. The organization, which is in 27 locations, is focused on empowering women in the finance industry and inspiring the next generation of pre-career young women. Ms. Pullinger is a former principal of Aquamarine Capital Management, where she was responsible, over a period of seven years, for managing marketing, investor relations and back office administration for two private investment funds. Ms. Pullinger is Chair and Non Executive Director of the Board of FlyPlymouth, based in Plymouth, UK. She also serves on the Boards of the HALO Trust (USA), the American Friends of The National Portrait Gallery (London) Foundation and as a Director on the Oxford University Alumni Board. She is President of the Brasenose Society, Vice Chair of the Women’s Network Forum and an Advisory Board Member of the Harambe Entrepreneur Alliance (Harambe). Previously, she served as Chairman of the Board of The HALO Trust (www.halotrust.org) and served on the Board of Langone NYU Cancer Institute. She was on the founding Board of 100 Women in Finance, serving as its President for two years. She is a member of the British Academy of Film and Television Arts (BAFTA) and a Fellow of the Royal Society of Arts. Ms. Pullinger graduated from Brasenose College, Oxford University in 1987 with an Honours Degree in Modern History. She earned an MBA from La Salle University, Philadelphia, in 1998, and received the Academic Award for MBA student of the year as well as the Beta Gamma Sigma designation.

Craig Solomon, Chief Executive Officer, Square Mile Capital

Mr. Solomon is responsible for managing all aspects of Square Mile’s business and investment activities and implementing Square Mile’s strategic objectives. Mr. Solomon is a principal partner in USAA Real Estate, a member of USAA Real Estate’s Board of Directors and Square Mile’s Board of Directors and a member of USAA Real Estate’s and Square Mile’s investment committees. Mr. Solomon served as Co-Managing Principal of Square Mile until June 2017. Prior to the formation of Square Mile’s first institutional fund, Mr. Solomon was the managing partner of Solomon and Weinberg LLP, a New York-based law firm specializing in all areas of commercial real estate and finance which Mr. Solomon cofounded in 1990, and a founding principal of SWH Realty Corp., a high yield real estate finance platform and Platinum Funding Corp., an asset based specialty finance firm. He has broad expertise in all facets of the real estate arena with particular expertise in fund formation, structured real estate finance/capital markets, joint ventures and partnerships, distressed transactions and remedies enforcement. Mr. Solomon is a 1979 graduate of Lehigh University and a 1982 graduate of the George Washington University School of Law, where he was a member of the Law Review. He began his career at Paul, Weiss, Rifkind, Wharton & Garrison.

David Schwartz, Chief Executive Officer, Waterton

Mr. Schwartz co-founded Waterton with Peter Vilim in 1995 and serves as CEO and chairman. Mr. Schwartz is responsible for strategic decisions and leadership of the firm’s business activities and operations, and participates on the Management and Investment Committees. Prior to co-founding Waterton in 1995, Mr. Schwartz was a vice president of acquisitions for Equity Residential Properties Trust (EQR-NYSE) and, from 1985 through 1989, was with AMLI Realty Co. Mr. Schwartz holds a bachelor’s degree in economics from the University of Illinois and an MBA from the University of Chicago Booth School of Business. He is a member of the executive committee, a senior officer and immediate past chair of the National Multi Housing Council (NMHC). He is a member of the Urban Land Institute (ULI) and is previous chair of the ULI Multifamily Blue Council and a member of the Pension Real Estate Association (PREA). Mr. Schwartz is a member of the Advisory Council for the Pritzker School of Medicine and the Department of Biological Sciences at the University of Chicago, and serves on the Strategic Advancement Committee for the U.S. Holocaust Museum and Memorial in Washington D.C.  


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Key Discussion Topics

 

Investing in US Real Estate 

At first glance, the US Real Estate investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit. 

 

Outlook for Multifamily 

Are residential real estate investors more concerned about the effects of COVID-19, economic cycle, or the residential supply/demand mismatch and why?

 

Opportunity Zones & the Impact of Tax Reform on Real Estate Strategies

With the passage of tax reform by Congress, many of the changes to the Internal Revenue Code that impact real estate funds and their investors will now go into effect. How has the new tax reform legislation affected strategies for both real estate fund managers and investors?

 

Allocating to Industrial Real Estate

This panel examines how the current changes in retail creating new opportunities for industrial real estate including warehouse and distribution investments to facilitate the shift to online purchases after COVID-19.  Learn how industrial and logistics investors are sourcing investments in geographies that have become bottlenecks for global distribution and more.

 

Opportunities in Energy and Infrastructure Investing 

A high level overview on the investment landscape in energy, what does it look like moving forward and where is the smart money flowing?  The nature of the energy sector is facing accelerating rates of change. How do investors view the outlook for investing in infrastructure moving forward?

 

Navigating Today’s Debt Markets

Although bond markets have come under stress in recent months with investors selling bonds to raise cash, the Federal Reserve has issued programs to help.  We will dive in to what deals are or aren’t getting financed across property types and geographies and analyzing how investors are exploring their options in terms of investing alongside the Fed through new TALF funds.

 

Value-Added and Opportunistic Investing in Today’s Market

Distressed real estate markets have investors eager for the right time to take full advantage of this corona virus pandemic and buy at record breaking lows.  This panel examines the benefits and the drawbacks of value-added and opportunistic investing in today's markets. With the effects of COVID-19, deal volume is lower across all markets, when will we see the shift?

 

Fundamental Factors in GP Selection

Following the COVID-19 outbreak, fundraising priorities have changed across the industry with LP's sitting back for now with high levels of uncertainty.  This panel will discuss how  investors are sourcing and screening managers for real estate allocation during a global pandemic.  

PRICING

Early Bird I 800.00 08/12/22
Early Bird II 1,100.00 09/05/22
Pre-Event Registration I 1,400.00 10/03/22
Pre-Event Registration II 1,700.00 11/07/22
Event Registration 2,000.00 12/06/22

VENUE


Harmonie Club
4 East 60th Street
New York, New York
United States 10022
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

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Media Partnerships

+1 212-600-8631

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