The 11th Annual Real Estate Global Forum taking place at 225 Liberty Street will feature real estate industry leaders tackling timely issues within the sector. This exclusive closed-door event will bring together senior-level investment executives representing some of the most prestigious corporate and public pensions, endowments, foundations, sovereign wealth funds, family offices, RIAs, and OCIOs. Join your peers and industry thought leaders as we drive the real estate industry forward.
KEYNOTE SPEAKERS
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“Big Short Investor” Steven Eisman, Managing Director, Neuberger Berman In 2008, the housing market crash sent
shockwaves through the market. Only handful of investors saw the warning signs
before the debacle unfolded. Join us for a thought-provoking conversation with
one of those investors Steve Eisman whose experience during the GFC is
masterfully chronicled in the best-selling book and award-winning film “The Big
Short” featuring Brad Pitt and Steve Carell. (In the film, Steve Carell plays a
version of Eisman under the pseudonym Mark Baum.) During this
conversation, Eisman will share his perspectives on the future of real estate
markets, discuss how current conditions are similar but differ from those
during the GFC, examine the disruptive forces currently at work in the market,
and predict what kind of innovations and opportunities might be created during
this disruption. |
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Dale Folwell, Treasurer, North Carolina Dale R. Folwell, CPA was elected for his first term as State Treasurer of North Carolina in 2016. He was reelected in 2020 and is currently serving his second term responsible for 240 billion dollars which is nearly 8 times larger than the state budget. As the keeper of the public purse, Treasurer Folwell is responsible for the more than $115 billion state pension fund that provides retirement benefits for more than 950,000 teachers, law enforcement officers and other public workers. Under Folwell’s leadership the pension plan was rated among the top five best-funded in the country and won accolades for proactive management, efficiency and funding discipline and was recently ranked as the most efficient public plan in north America. In 2021, the state’s coveted AAA bond rating was reaffirmed by every major rating agency, making North Carolina one of only 13 states in the country to hold that distinction. Treasurer Folwell also oversees the State Health Plan, which provides medical and pharmaceutical benefits to more than 450,000 current and retired public employees and is the largest purchaser of health care in North Carolina.
Folwell was first elected to public office as a member of the Winston-Salem/Forsyth County Board of Education. He brought his problem-solving skills to the North Carolina General Assembly in 2004, where he served four terms in the House of Representatives including one term as Speaker Pro Tempore. In 2013, Folwell was named Assistant Secretary of Commerce and led a successful effort to pay off $2.7 billion in federal unemployment debt and build a $1 billion surplus in just 30 months. Treasurer Folwell began his career as a blue-collar worker and became a Certified Public Accountant and investment advisor after attending Winston-Salem State University and earning Bachelor’s and Master’s degrees in accounting from UNC-Greensboro. Married for over 30 years, he and his wife Synthia have three children and live in Winston-Salem. |
SPEAKERS
John Gluszak Head of Real Estate, Bureau of Asset Management Office of New York City Comptroller
Michael Brand Global Head of Real Assets Mercer
Rob Roy Chief Investment Officer AdventHealth
Jessica Chumak Investment Officer, Private Markets Los Angeles City Employees’ Retirement System (LACERS)
Brian Neale Chief Investment Officer University of Nebraska Foundation
Dev Subhash Partner StepStone
Cynthia Maasry Managing Director, Mission Investments Trinity Church Wall Street
Siddarth Sudhir Managing Director RockCreek
Pramit Mukherjee Senior Director, Investments Legal & General America
Peggy Flynn Director of Pension Management Consolidated Edison
Jonathan Woloshin Head, Real Estate & Lodging Research, UBS Wealth Management Chief Investment Office UBS Wealth Management
Eric Newman Treasury Manager City of Stamford
Ksenija Jovanovic Managing Director, Alternatives Investments Aflac Global Investments
Sarah Jancot Senior Investment Manager, Unlisted Real Estate, Global Logistics Real Estate Norges Bank Investment Management
Alex Cabe Senior Investment Consultant USI Advisors
Megan Malone Head of Private Equity and Real Estate - Americas Citi Global Wealth
Jackie Dash Vice President, Real Assets Investments Hamilton Lane
Stephen Stuckwisch Principal and Investment Committee Member ORG Portfolio Management
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Key Discussion Topics
Global Real Estate Market Performance
Building a Recession-Proof Portfolio
Industry thought leaders share their expert perspectives on which strategies will deliver returns in 2024. How are investors structuring their real estate allocations? Which investment strategies are you divesting from? How can you hedge against risk in the coming 12-24 months? Which asset classes are performing? How can allocators reframe their strategic approach to building a recession-proof portfolio?
Global Multifamily Market Overview
Real estate investors have seen new construction and net absorption levels surpassing forecasts for the multifamily sector. What impactful innovations are being rolled out across multifamily developments? Which geographic regions are seeing the most growth in the multifamily market? What are the greatest headwinds being faced by multifamily allocators? What are the multifamily expectations for the year ahead?
Mind the Debt Gap
Major economies across the globe have come close to a recession in recent years. How have these fragile markets impacted the real estate debt space? Which property types have the most concerning loan to value ratios? Which global economies have the most balanced supply and demand? What is the current state of lending conditions across different markets and different real estate asset classes?
A Closer Look at Retail, Office, and Hospitality
As commercial real estate has undergone extreme change in the last four years, our esteemed speakers will divulge with their expert perspectives on the state of commercial real estate markets. Which sectors within commercial real estate are allocators favoring? Where are allocators shying away? How is retail performing? Are you seeing demand for office space? What is the state of the hospitality industry? Are hotels offering new opportunities for allocators to diversify their portfolios?
Sustaining Logistics Gains
With logistics construction in North America and Asia Pacific reaching record levels, construction, financing costs, and rents continue to rise. Industrial and logistics markets have continued to experience a slow and steady increase in occupier activity as the supply of properties remains limited. Will supply pressure affect the market in 2025? Which geographic regions across the globe are delivering strong returns in logistics and industrial?
Data Centers, Life Sciences, and Other Alternative Strategies
Which niche asset classes within the real estate sector have generated stable returns for investors? Real estate alternative strategies such as data centers, life sciences, manufactured housing, student housing, self-storage facilities, film & television production studios, senior housing, cold storage, and medical office buildings have gained increased attention by investors and managers, alike. Which alternative asset classes are forecasted to outperform in 2025?
Finding Opportunistic and Distressed Debt Opportunities
Following the pandemic, many predicted that the market would be flooded with distressed and distressed-like opportunities. However, such predictions proved false due in large part to the historically low interest rates and overall market liquidity at the time. Faced with today’s higher interest rates, rising inflation, and plummeting valuations, both managers and investors are now more willing to pursue higher risk investment vehicles for the sake of higher returns. Join industry experts as they discuss opportunistic and distressed debt opportunities, current market conditions, and why now is the time to invest.
Real Estate Innovations in 2025
Join us for a thought-provoking conversation with investor Steve Eisman of “The Big Short” fame as he shares his perspectives on the future of real estate markets and what type of market innovations investors should expect in the months ahead.
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 | 09/20/24 |
| Combo Ticket with Private Credit US | 3,500 USD | 12/04/24 |
| Event Registration | 3,000 USD | 12/04/24 |
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