The 6th Annual West Institutional Real Estate Investor Forum is a local peer-to-peer educational event exclusively for the institutional and high net worth wealth management community with a specific focus on allocations to real estate.
The forum brings together investors, funds, and advisers for a one-day meeting to discuss sectors, due diligence, and real estate investment opportunities in the US and around the world.
The investor-focused event provides a due diligence platform for US based and international pension funds, foundations, endowments, fund of funds, family offices, wealth managers, consultants, and sovereign wealth funds interested in direct research on real estate opportunities.
We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
- All attendees are required to be *fully vaccinated
- Modified room set up and seating arrangements
- Temperature check upon entry
- Enhanced cleaning and sanitation stations
- Limited touch food and beverage service
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
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KEYNOTE SPEAKERS
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Shawn Lese, Head of Portfolio Management, Americas, Nuveen Real Estate Mr. Lese has broad product and portfolio management responsibilities for Nuveen Real Estate’s ~$90 billion Americas platform. He develops new proprietary investment products focused on private equity and debt strategies and is responsible for the oversight and performance of the U.S. equity real estate portfolio across multiple property types, risk styles and client mandates. He leads a team of seasoned portfolio managers in driving investment performance and partnering with our clients on their current and prospective real estate investments. He is a member of the Global Executive Leadership Team and Americas Investment Committee. |
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Betty T. Yee, California State Controller State Controller Betty T. Yee was elected in November 2014, following two terms of service on the California Board of Equalization. As Controller, she continues to serve the Board as its fifth voting member. Reelected for a second term as Controller in 2018, Ms. Yee is only the tenth woman in California history to be elected to statewide office. As the state’s chief fiscal officer, Ms. Yee chairs the Franchise Tax Board and serves as a member of the California Public Employees’ Retirement System (CalPERS) and the California State Teachers’ Retirement System (CalSTRS) Boards. These two boards have a combined portfolio of more than $620 billion. Ms. Yee also serves on the Ceres Board of Directors, a nonprofit organization working to mobilize many of the world’s largest investors to advance global sustainability and take stronger action on climate change. Ms. Yee serves on dozens of boards and commissions with authority ranging from land management to crime victim compensation. As a member of the State Lands Commission (and chairperson in even-numbered years), she helps provide stewardship of public-trust lands, waterways, industrial wharves, marine terminals, pipelines, and resources through economic development, protection, preservation, and restoration consistent with the state’s environmental needs. Through other financing authorities, Ms. Yee is dedicated to creating incentives to increase the number of affordable housing units, spur economic development, support pollution-control innovations, and strengthen health and educational facilities. Ms. Yee has more than 35 years of experience in public service, specializing in state and local finance and tax policy. Ms. Yee previously served as Chief Deputy Director for Budget with the California Department of Finance where she led the development of the Governor’s Budget, negotiations with the Legislature and key budget stakeholders, and fiscal analyses of legislation. Prior to this, she served in senior staff positions for several fiscal and policy committees in both houses of the California State Legislature. She also cofounded the Asian Pacific Youth Leadership Project, which exposes California high school youth to the public service, public policy, and political arenas. A native of San Francisco, Ms. Yee received her bachelor’s degree in sociology from the University of California, Berkeley, and she holds a master’s degree in public administration. |
PAST SPEAKERS
Sean Bill Investment Program Manager Santa Clara Valley Transportation Authority
Nancy Sutley Chief Sustainability Officer Los Angeles Department of Water and Power (LADWP)
Brett Horton Chief Investment Officer Paris-Roubaix Group
Thomas Abramo Vice President, Asset Management Abbot Downing
Alexey Bulankov Vice President, Portfolio Manager Mechanics Bank Wealth Management
Greg Kushner Founder Lido Advisors
Brendan MacDonald Partner and Chief Operating Officer, Real Estate StepStone Group
James McCallum Chief Financial Officer Sacramento Region Community Foundation
Barbara Bernard Senior Vice President, Real Estate and Real Assets Callan
Randy Norton Trustee City of Henderson Nevada Public Improvement Trust
Margaret McKnight Partner StepStone Group
Paul Rabinovitch Principal of Real Estate New Island Capital
Joseph Delaney Manager Research Consultant RVK
Eric Goodbar Managing Director, Family Wealth BNY Mellon 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
SPONSORS
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Key Discussion Topics
Investing in US Real
Estate
At first glance, the US Real
Estate investment outlook for the next 12 months seemed to be straightforward.
Growth was weak but steady until COVID-19 hit.
Outlook for Multifamily
Are residential real estate
investors more concerned about the effects of COVID-19, economic cycle, or the
residential supply/demand mismatch and why?
Opportunity Zones & the
Impact of Tax Reform on Real Estate Strategies
With the passage of tax reform
by Congress, many of the changes to the Internal Revenue Code that impact real
estate funds and their investors will now go into effect. How has the new tax
reform legislation affected strategies for both real estate fund managers and investors?
Allocating to Industrial Real
Estate
This panel examines how the
current changes in retail creating new opportunities for industrial real estate
including warehouse and distribution investments to facilitate the shift
to online purchases after COVID-19. Learn how industrial and logistics
investors are sourcing investments in geographies that have become bottlenecks
for global distribution and more.
Opportunities in Energy and
Infrastructure Investing
A high level overview on
the investment landscape in energy, what does it look like moving forward
and where is the smart money flowing? The nature of the energy sector is
facing accelerating rates of change. How do investors view the outlook for
investing in infrastructure moving forward?
Navigating Today’s Debt
Markets
Although bond markets have come
under stress in recent months with investors selling bonds to raise cash, the
Federal Reserve has issued programs to help. We will dive in to what
deals are or aren’t getting financed across property types and geographies
and analyzing how investors are exploring their options in terms of investing
alongside the Fed through new TALF funds.
Value-Added and Opportunistic
Investing in Today’s Market
Distressed real estate markets have investors eager for the
right time to take full advantage of this corona virus pandemic and buy at
record breaking lows. This panel examines the benefits and the drawbacks
of value-added and opportunistic investing in today's markets. With the effects
of COVID-19, deal volume is lower across all markets, when will we see the
shift?
Fundamental Factors in GP
Selection
Following the COVID-19 outbreak,
fundraising priorities have changed across the industry with LP's sitting
back for now with high levels of uncertainty. This panel will discuss
how investors are sourcing and screening managers for real estate
allocation during a global pandemic.
PRICING
| Early Bird I | 800 | 01/29/22 |
| Early Bird II | 1,100 | 02/26/22 |
| Pre-Event Registration I | 1,400 | 03/26/22 |
| Pre-Event Registration II | 1,700 | 04/20/22 |
| Event Registration | 2,000 | 06/08/22 |
VENUE
Marine’s Memorial Hotel and Club
609 Sutter St
Apt. 54
San Francisco, CA
United States 94102
CLICK TO VISIT VENUE WEBSITE
CONTACT
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