The Texas 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.
Sean Dobson Chief Executive Officer and Chief Investment Officer Amherst Capital Management
Adam L. Kosoy Vice President & Senior Director, Equities North American Development Group (“NADG”)
Amy Cureton Portfolio Manager Employees Retirement System Texas
M. Keith Garrison Director of Alternative Assets Texas Christian University Endowment
Joshua Wilson Chief Investment Officer WorthPointe Wealth Management
Matt Halstead Investment Manager Teacher Retirement System of Texas
Michael Tussie Managing Director Summit Real Estate Group
Jeffrey Barrow Regional Director, Senior Consultant DiMeo Schneider and Associates
Stephen Hester AVP, Due Diligence Kestra
Jonathan Needle Chief Legal Officer Houston Firefighters' Relief and Retirement Fund
Shane Morrow Managing Partner Ironbridge Wealth Management
Scott Schaefer Senior Investment Officer US Small Business Administration
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
2019 INSTITUTIONAL REAL ESTATE STRATEGY OVERVIEW
Comparing Real Estate opportunities to those of other alternatives
OUTLOOK FOR RESIDENTIAL
What opportunities are there in the residential sector given today's market
ALLOCATING TO INDUSTRIAL
How are investors sourcing investments in the industrial space
REAL ESTATE DEBT STRATEGIES
Finding investment opportunities for capital-starved assets
VALUE ADD AND OPPORTUNISTIC INVESTING
Examining the role of value-add and opportunistic in today's market
FUNDAMENTAL FACTORS IN GP SELECTION
Understanding how investors currently source and screen managers for real estate vehicles
|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.|