The Real Estate Private Wealth Retreat is a local peer-to-peer educational event exclusively for the high-net-worth wealth management community with a specific focus on allocations to real estate.
The forum brings together investors, funds, and advisers for a one-day meeting to discuss sectors, due diligence, and real estate investment opportunities in the US and around the world.
The investor-focused event provides a due diligence platform for US based and international family offices and wealth managers interested in direct research on real estate opportunities.
KEYNOTE SPEAKERS
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Dylan Kremer, Chief Investment Officer, Certuity Mr. Dylan Kremer is Certuity’s Chief Investment Officer. Mr. Kremer works with Certuity’s advisors, investment analysts and directly with clients on portfolio architecture, asset allocation, investment selection and alternative investment due diligence and selection. As a member of Certuity’s investment strategy team, he is actively involved in all facets of the firm’s investment program.
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SPEAKERS
Saumen Chattopadhyay Chief Investment Officer OneDigital Investment Advisors
Beste Portnoff Principal, Head of Operational Due Diligence Bessemer Trust
Chris Luo Chief Executive Officer Willton Investment Management
Tim Ballard Managing Director. Senior Investment Advisor Steel Grove Advisors
Greg Babij Founder & Chief Investment Officer Sundial Wealth
Biff Pusey Co-Founder & Member CrossGrain Family Investments
Jeff Zipper Managing Director of Investments U.S. Bank
DJ Van Keuren Co-Managing Member Evergreen Property Managers
Oksana Poznak Director of Strategic Partnerships Sanctuary Wealth Solutions
Carol Pepper Founder and Chief Executive Officer Pepper International LLC
Jay Pelham President Kaufman Rossin
Yolanda Perez Senior Vice President and International Wealth Advisor Truist Wealth
Shawn Phelps Founder and Private Wealth Advisor, River Tree Wealth Management, A Northwestern Mutual Company
Kristin Dacey Head of Alternative Investment Bulltick Wealth Management
Bernard Robertson Senior Investment Consultant, Principal Hackett Group
Brian Heimowitz Founder/Portfolio Manager Birchwood Capital Management
Heath Goldman President and CEO Icon Wealth and Legacy Partners
Chris Williams Chief Executive Officer Vista Finance
GOLD SPONSORS
SPONSORS
NETWORKING SPONSORS
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Key Discussion Topics
Real Estate Headlines
Join us for this dynamic opening keynote CIO conversation where
industry leaders will share headlines across the real estate sector
State
of the Industry
Thought leaders set the stage with an economic outlook
addressing the leading global real estate markets. Our panelists will share
their views on U.S. asset allocation strategies and macroeconomic factors
weighing into their decision-making processes in the next six to twelve months.
Which sectors within the real estate sector are outperforming? How are you
structuring your real estate allocations moving into 2025?
A New
Chapter for Multifamily
How are private wealth allocators approaching multifamily
strategies? What kind of returns are you seeing from this space? Will interest
rates impact the trends that you are seeing in multifamily investments? How can
managers set themselves apart from other players? Which geographic regions of
the U.S. are seeing more demand in multifamily? Based on your due diligence,
what will the next chapter of multifamily hold?
Real
Estate Alternatives Worth a Second Look
Real Estate alternatives like manufactured housing, life
sciences, student housing, self-storage facilities, data centers, film &
television production studios, senior housing, cold storage, and medical office
buildings, among others, have gained increased attention by investors.
Macroeconomic trends and factors include an imperative for data management, an
aging baby boomer population, and a societal focus on health and medicine. How
are these real estate strategies performing? As you assess your portfolio for
2025, which asset class to you expect to outperform?
Unearthing
Opportunities in Private Credit and Private Debt
What
type of distressed assets are performing favorably? What kind of loan
structures would you recommend incorporating into your investment strategy?
Which structures would you actively avoid? Are you approaching debt differently
in different real estate asset classes? How are private wealth allocators
approaching private credit in the current economic environment? Where can
investors find opportunities in the credit market?
The
Evolution of Industrial
How are private wealth investors vetting industrial
opportunities? What sub-segments of the industrial real estate sector are
yielding favorable returns? How has industrial changed, and how do you foresee
the asset class changing in 2025? What can family offices and RIAs do to
maximize their exposure to industrial? What economic factors are driving the
industrial industry?
Top
Tier Risk Valuation
How are private wealth real estate investors evaluating the risk
of their real estate strategies within their investment portfolios? Are there
any new due diligence methods that your team is utilizing to ensure appropriate
lengths are taken? As you look ahead to 2025, are you favoring opportunistic
and value-add strategies, or is your team in favor of allocating to core and
core plus strategies? Do different geographic markets change your approach to
risk? What headwinds are your research teams anticipating?
Building
Generational Wealth Through Real Estate
How are asset allocators leveraging their real estate portfolios
to build generational wealth? What unique deal structures have you successfully
implemented in your real estate strategies? How are you diversifying to grow
generational wealth for you or your underlying clients? How can tax
efficiencies and trusts be effectively utilized to bolster real estate
portfolios?
Stabilization
Amongst Geopolitical Turmoil
How have global geopolitical developments affected your
portfolios, and what are you doing to generate stable returns for your
underlying clients? What has your team done to adapt to the current
environment? What geopolitical factors are playing the greatest role in your
investment decision-making process? What can RIAs and family offices do to
hedge against global disruption and develop growth strategies?
Top 5
Real Estate Trends for 2025
In this dynamic fireside chat, industry leaders share their
critical perspectives on the future of real estate and which trends to look for
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 Pricing - Managers & Service Providers | 2,500 USD | 04/27/24 |
| Event Registration - Managers & Service Providers | 3,000 USD | 09/12/24 |
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