The 4th Annual West 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.
Ralph Rosenberg Member, Head of Real Estate KKR
Mike DiRè Director of Real Estate Investments California State Teachers’ Retirement System
John Ritter Managing Director of Real Assets University of California
James McCallum Chief Financial Officer Sacramento Region Community Foundation
Jeremy Wolfson Chief Investment Officer Los Angeles Department of Water and Power Employees’ Retirement System
Ted Egan Chief Economist City and County of San Francisco
Don W. Pontes, Jr., CFA Investment Director, Execution Services & Strategy California Public Employees' Retirement System (CalPERS)
Marty Dirks Trustee San José Federated City Employees’ Retirement System
Brendan MacDonald Partner StepStone Group
Bill Haynor Chairman, Investment Committee San Diego City Employees' Retirement System
Eric Goodbar Managing Director, Family Wealth BNY Mellon Wealth Management
Malcolm Goepfert Director of Investments The James Irvine Foundation
Emily Johnstone Managing Director AFL- CIO Housing Investment Trust
John Humphreys Vice President Meketa Investment Group
Faye Beverett Principal Bard Consulting LLC
Lisa Russell Chief Investment Officer Peak Trust Company
Malia Cohen Trustee San Francisco Employees’ Retirement System
Michael Tussie Managing Director Summit Real Estate Group
2019 Institutional Real Estate Strategy Overview
Real estate fundamentals are still strong six years into an expansionary cycle.
Selecting Outperforming Submarkets
Evaluating local economies on a submarket level, versus a macro-level.
Capitalizing on a Crowded Core Market
Finding investment opportunities in light of solid growth and a foreign buyer glut.
Public vs. Private
Leveraging the liquidity benefits of REITs and the benefits of a largely core-focused security.
Examining the role of core, value-add and opportunistic in your international portfolio.
Fundamental Factors in GP Selection
Understanding how investors currently source and screen managers for real estate vehicles.
|Early Bird I||$1,050||02/28/19|
|Early Bird II||$1,250||03/29/19|
|Pre-Event Registration I||$1,400||04/26/19|
|Pre-Event Registration II||$1,600||05/31/19|
Head of Production
Head of Real Estate Production
& Investor Relations
Head of Sales