The 4th Annual Tri-State Institutional Real Estate 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.
Chris Cutler Senior Consultant and Founder Manager Analysis Services
Patricia McKenna Vice President - Investments AEGIS Insurance Services
Joseph M. Hubbell Senior Partner, Managing Director Snowden Lane Partners
Pete Keliuotis Head of Alternative Investments Callan Associates
Barry Hammerman Partner Quilvest Real Estate
Brian Vahey Chairman of Investment Board Town of Fairfield, CT
Leslie Greis Chief Investment Offier Perennial Capital
John Baczewski President Real Estate Fiduciary Services
Chris R. Miers Principal Bard Consulting
Michael Tussie Managing Director Summit Real Estate Group
Alex Cabe Director of Investments, Investment Consultant USI Consulting
Bob Fordi Chief Executive Officer & Managing Partner Realterm
2018 INSTITUTIONAL REAL ESTATE STRATEGY OVERVIEW
Comparing Real Estate opportunities to those of other alternatives
OUTLOOK FOR RESIDENTIAL
What opportunities exist now given the current demographic trends in the residential sector
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
ALLOCATING TO INDUSTRIAL REAL ESTATE
How are changes in retail creating new opportunities in industrial real estate
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.|