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.
SPEAKERS
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 Officer Perennial Capital Advisors
John Baczewski President Real Estate Fiduciary Services
Chris R. Miers Principal Bard Consulting
Michael Tussie Managing Director Summit Real Estate Group
Alex Cabe Senior Investment Consultant USI Advisors
Bob Fordi Chief Executive Officer & Managing Partner Realterm
SPONSORS
REQUEST AGENDA
Please note only corporate email addresses will be accepted.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
Key Discussion Topics
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.
PRICING
| 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. |
VENUE
The Harmonie Club
4 East 60th Street
New York, New York
United States 10022
CLICK TO VISIT VENUE WEBSITE
CONTACT
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