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2022-06-08T00:00:00-0400

2022-06-08T00:00:00-0400


6TH ANNUAL WEST INSTITUTIONAL REAL ESTATE INVESTOR FORUM SAN FRANCISCO | JUNE 8,
2022 REQUEST AGENDA

6TH ANNUAL WEST INSTITUTIONAL REAL ESTATE INVESTOR FORUM
 * OVERVIEW
 * SPEAKERS
 * SPONSORS
 * AGENDA
 * VENUE
 * CONTACT
 * REGISTER
 * REQUEST AGENDA








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.




KEYNOTE SPEAKERS

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.


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 Managing Director, Portfolio Manager of Alternative Investments
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 StepStone Group

James McCallum Chief Financial Officer Sacramento Region Community Foundation




Barbara Bernard Senior Vice President 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





REQUEST AGENDA

Please note only corporate email addresses will be accepted only.

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.

First Name *
Last Name *
Email *
Phone *
Title *
Company *
Company Type * -- Please select company type Hedge funds Private equity fund
Placement agent Investment bank Immigration Rating agency Energy / infra /
construction Jurisdiction Consultant Offshore services Law firm Audit
Hospitality / developer / commercial services Technology Fund administrator Real
estate Asset manager Insurance Other
Yes, I'd like to view the agenda. By submitting an email, I agree to receive
emails from Markets Group.



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

REGISTER NOW



VENUE

Zum Verschieben drückst du die Pfeiltasten entsprechend.


Marine’s Memorial Hotel and Club
609 Sutter St
Apt. 54.

San Francisco, CA
United States




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Marine’s Memorial Hotel and Club
609 Sutter St
Apt. 54
San Francisco, CA
United States 94102
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