The 8th Annual Real Estate Midwest Forum taking place at the University Club of Chicago on April 17 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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Melissa Conyears‐Ervin, Treasurer, City of Chicago Melissa Conyears-Ervin is the first elected City Treasurer of Chicago in more than 20 years who was not previously appointed to the office. She was elected in 2019. The City Treasurer’s Office serves as the banker, investor, and custodian of public funds for the City of Chicago. As the City’s banker, Treasurer Conyears-Ervin’s office serves as custodian and manager of all cash holdings and investments for the City of Chicago, totaling more than $10 billion. She also serves as an Ex-Officio Trustee for the four City Pension Funds — Laborers’ & Retirement Annuity and Benefit Fund; Firemen’s Annuity and Benefit Fund; Chicago Policemen’s Annuity & Benefit Fund; and the Municipal Employees’ Annuity & Benefit Fund. Upon taking office, the Treasurer created an innovative broker-dealer scorecard measuring the diversity, equity and inclusion of firms doing business with the city. And to further promote socially responsible investing, she championed a city council ordinance mandating divestment of city funds from fossil fuel holdings. Treasurer Conyears-Ervin graduated from Eastern Illinois University and earned an MBA from Roosevelt University. After graduation, she was an executive at Allstate Insurance for 15 years until she was elected an Illinois State Representative for the 10th District. As a state legislator, she championed childcare services and education and sponsored legislation that provided $221 million to fund the Chicago Public Schools.
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SPEAKERS
Peter Braffman Managing Director, Real Estate Investments GCM Grosvenor
Henry Wilson Chairman Wayne County Employees’ Retirement System
Trent Sparrow Manager, Impact Investments Wespath Benefits and Investments
Commissioner Marcelino Garcia Chairman of Finance Metropolitan Water Reclamation District of Greater Chicago
Saumen Chattopadhyay Chief Investment Officer OneDigital Investment Advisors
Jake Heacox Partner, Portfolio Manager The Townsend Group
Brett Moore Managing Director Promus Holdings
Tyler Glover Partner, Director of Consulting Services William Blair
Jacqueline Campbell President and Chief Executive Officer Alexander Legacy Private Wealth
Cosmin Lucaci Vice President, Director of Research Brownson, Rehmus & Foxworth
Christian Reel Partner Albourne Partners
Griffin Gildea Associate Research Analyst, Real Assets Marquette Associates
Ryan Kennedy Partner, Portfolio Manager RMB Capital
Colin Donnelly Principal StepStone
Shana Orcyzk Sissel Founder & President Banríon Capital Management
John Sleeting Executive Partner Clearwater Capital Partners
Jacques Philoctete Private Banker J.P. Morgan Private Bank
Adam Coons Senior Vice President Morgan Stanley Wealth Management
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Key Discussion Topics
State of the Industry
From coast to coast, real estate markets are facing regulatory changes, rising interests, rampant inflation, and a global supply-demand imbalance. The Markets Group 8th Annual Real Estate Midwest Forum will commence with a scene setting discussion addressing trends emerging across the industry. Our panelists will share noteworthy headwinds and tail-winds that are affecting real estate investors and managers alike.
The Golden Goose
Ecommerce has fundamentally changed the way our country operates. Warehouses, logistics parks, and distribution campuses have become a critical component in the flow of our daily lives. As the popularity of remote working and transient housing continue, self-storage and flexible storage have expanded. This panel of real estate experts will discuss the supply and demand of industrial real estate properties and how digital transformation may change the way we approach industrial.
Embedding Debt into Your Real Estate Portfolio
Loan structures such as mezzanine loans, subordinated secured debt or B-notes, and CRE first mortgages are top of mind for real estate managers and investors. How and when should debt be incorporated into your portfolio? What are best practices in allocating to private real estate debt? Our esteemed speakers will discuss critical considerations for investors looking to either enter or expand their exposure to debt.
A New Wave of Multifamily
Multifamily has been the bell of the ball as high interest rates push potential homebuyers to opt for rental properties. As mortgage rates waver, what will the next chapter of multifamily housing look like? How do you anticipate supply and demand to shift in 2024? What unique challenges are midwestern cities facing? Where do you predict multifamily will see growth? Are technological innovations affecting the space?
Risk 101-Value-Add, Opportunistic, Core, or Core Plus
In this dynamic discussion, our panel of real estate experts will debate why real estate investors should be rebalancing their portfolio with Value-Add, Opportunistic, Core, or Core Plus investment strategies. Where can investors find the most value in the short and long terms? How much risk are real estate investors comfortable with given the current state of the industry? Which midwestern regions are seeing greater returns?
Investing in Alternatives
Why are investors allocating to niche asset classes in 2024? Where are they finding the greatest returns? Niche asset classes such as life sciences, shopping centers, student housing, self-storage facilities, data centers, film & television production studios, senior housing, manufactured housing, and medical office buildings are growing increasingly popular. Where should newcomers focus their attention? How are these markets changing given the current economy?
The Future of ESG and Impact Investing
Despite recent headlines and political pushback, ESG is here to stay. As such, firms are actively seeking ways to better align ESG objectives with their investment strategies and create a positive impact while generating returns. In recent years, we have seen a significant increase in allocations from investors looking to address the pressing issues like the housing crisis, climate change, and urban revitalization via investments in affordable and workforce housing, renewable energy, and opportunity zones. However, the terms ESG and impact investing are not interchangeable, and understanding the difference is more important than ever. Join us and learn how ESG and impact investing are playing an increasingly important role in portfolios, what type of impact investment strategies are most appealing, and why impact investing no longer means sacrificing returns.
Where is Wealth Allocating?
How are family offices and RIAs approaching the real estate sector differently than institutional investors? What unique challenges and opportunities do private wealth allocators face? What considerations do family offices need to make when investing in the real estate space? What is the average risk appetite of private wealth investors in this space? What trends are top of mind, and which asset classes are increasing in popularity? How can the private wealth community effectively leverage tax advantages like the 1031 exchange and Qualified Opportunity Zones to strengthen their real estate portfolios in 2024?
What are the top regional trends that are affecting residential housing markets? Which geographic regions are seeing the most growth? New housing trends, mortgage rates, and economic factors come into play as allocators consider residential markets as a potentially lucrative solution for their portfolios. How are residential real estate managers approaching the investment selection process?
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 - Managers & Service Providers | 2,500 USD | 12/03/23 |
| Event Registration - Managers & Service Providers | 3,000 USD | 04/17/24 |
VENUE
University Club of Chicago
76 East Monroe Street
Chicago, Illinois
USA 60603
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