The 5th 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.
Rahul Idnani, Managing Director, Global Chief Operating Officer and U.S. Head of Portfolio Management, Nuveen Real Estate
Rahul is responsible for leading global strategy and corporate development for Nuveen Real Estate. In the Americas, Rahul manages a $85 billion real estate portfolio across all property types and risk styles for global institutional and retail clients. As a member of the global executive leadership team, he leads corporate strategy, joint venture and M&A efforts, partnering with teams across sectors and regions to design and execute on strategic initiatives. Rahul oversees portfolio management and investment operations in the Americas as well as global investment performance. He is also a member of the investment committee and operating committee in the Americas.
Prior to his current role, Rahul held senior positions at TIAA Investments, where he played a key role in the acquisition and integration of Nuveen Investments, and the strategy and finance oversight of its real assets businesses, including real estate, agriculture, timber, infrastructure and alternative credit. Rahul previously held leadership roles at ING Group, where he helped lead Voya Financial’s IPO and turnaround strategy. He began his career in 2007, as an investment analyst at Credit Suisse Alternative Investments.
Rahul graduated with a B.S., magna cum laude, in Finance and Economics from New York University Stern School of Business. He isalso a member of the International Honor Society for Business Programs, Beta Gamma Sigma.
Dean Allara, Vice Chairman, Bridge Investment Group
Dean Allara serves as Vice Chairman of Bridge Investment Group and head of the Capital Markets Group. He has experience in the real estate investment process including analyzing, raising capital, acquiring, financing, developing, managing, improving and selling properties beginning in 1986. Mr. Allara is responsible for capital raising, investment analysis, and investor relations. Allara is directly responsible for investing in over $4 billion in real estate assets. Property types include multi-family and single family residential, commercial, seniors housing, resort golf properties, hotel, and retail properties. Allara has been with Bridge Investment Group since March 2009, where he is involved in raising capital from high net worth individuals, family office and institutional partners in addition to responsibilities related to ownership, investment analysis, development, asset management, investor relations, and legal & tax issues. Mr. Allara is also responsible for real property development including permits and zoning, master planning, debt financing, insurance, construction management, home owners’ association management, marketing and residential sales. Mr. Allara’s previous experience includes a ten-year career with Trace Digital, a leading global supplier of software manufacturing equipment, where he rose from a Regional Sales Manager to President and CEO. Mr. Allara earned his Bachelor of Science degree in Business Administration from the St. Mary’s College in 1984, which included one year at Loyola University of Rome, Italy. He also earned his Master of Business Administration from Santa Clara University in 1986 with a semester at the Tokyo University studying Business Law.
Elmer Huh Chief Investment Officer M.J. Murdock Charitable Trust
Sean Bill Investment Program Manager Santa Clara Valley Transportation Authority
Brendan MacDonald Partner StepStone Group
Nancy Sutley Chief Sustainability Officer Los Angeles Department of Water and Power (LADWP)
Thomas Abramo Vice President, Asset Management Abbot Downing
Barbara Bernard Senior Vice President Callan
Randy Norton Trustee City of Henderson Nevada Public Improvement Trust
Brett Horton Managing Director, Portfolio Manager of Alternative Investments Paris- Roubaix Group
James McCallum Chief Financial Officer Sacramento Region Community Foundation
Paul Rabinovitch Principal of Real Estate New Island Capital
Don Stracke Senior Consultant NEPC
Joseph Delaney Manager Research Consultant RVK
Eric Goodbar Managing Director, Family Wealth BNY Mellon Wealth Management
Alexey Bulankov Vice President, Portfolio Manager Mechanics Bank Wealth Management
Cliff Booth Chief Executive Officer Westmount Realty Capital
Daniel Vitulli Partner-in-Charge, Real Estate Group Marcum
Jeffery M. Verdon Managing Partner Jeffrey Verdon Law Group
Paul Niewiadomski Partner Lubin Olson & Niewiadomski
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2020 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.