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Portfolio Management

Wednesday, June 3, 2026 6:00 PM - Thursday, June 4, 2026 4:30 PM (EDT)

Description

Attendance limits: Due to demand and space constraints, no more than two attendees will be allowed per investment manager and no more than one attendee per industry partner. If you are currently not a NAREIM member, please contact meeting host for more information.

DETAILS

Wednesday, June 3
Networking Reception
Location: My Cooking Party, 130 West 29th Street, 10th Floor
Time: 6:00-9:00pm ET
Join us for an interactive cooking class and competition! The reception includes a full cooking demonstration, catered dinner and dessert, and unlimited drinks. You won't want to miss this unique networking opportunity.

Thursday, June 4
Meeting
Location: Goodwin Procter, 620 8th Avenue
Time: 8:00am-4:15pm ET

AGENDA

8:00am Breakfast

9:00am Welcome Comments & Committee Update

Co-Chairs:

Ian Braverman, Director, Portfolio Management, Harrison Street Asset Management
Jake Maliel, Partner, Portfolio Management, TA Realty

NAREIM:

IvyLee Rosario, Head of Programs

9:10am Attendee Introductions
To help facilitate connections, each attendee will be invited to briefly introduce themselves by stating their name and firm.

9:15am Team Structure & Talent Development
The scope of the Portfolio Management role has evolved over time — but have our teams kept up? This session tackles the hard questions around structure, leverage, and talent: What the portfolio management team should truly own, how to build a team fit for 2026 (and beyond), and how to develop junior talent when the career ladder is less visible. Come ready to rethink the playbook with your peers.

Session Leaders:

Xi Huang, Head of Separate Accounts, CBRE Investment Management
Michelle Roland, Vice President, Asset Management & National Leasing, Dermody

Speaker:

Michelle Yelaska, Vice President, Strategy & Leadership Advisory, Ferguson Partners

10:30am Break

10:45am Capital Markets & the Macro Environment
In a discussion with BGO's Chief Economist & Head of Research, we'll touch upon broad macroeconomic themes, capital markets behavior, and property trends driving future return expectations. This interactive conversation will allow attendees a chance to revisit H1 2026 performance data while also setting the table for H2 2026 expectations.

Session Leaders:

Kate Bassett, Director, Associate Portfolio Manager, Invesco
Jake Maliel, Partner, Portfolio Management, TA Realty

Speaker:

Ryan Severino, Chief Economist & Head of Research, BGO

11:45am Break

12:00pm Data-Driven Real Estate: Using AI From the Property Level to Investment Strategy
This session will delve into practical applications of AI at the property level to drive efficiencies, how AI can assist in rolling up property-level data to aid portfolio-level decisions, and also touch on the impact of adding AI to the existing data infrastructure.

Session Leaders:

Cory Saunders, Head of Investments & Portfolio Manager, Fidelity Investments
Frank Garcia, Managing Director, Pretium Partners

Speaker:

CJ Halabi, Managing Director, AI, Innovation & Digital Product, Pretium Partners

1:00pm Lunch

2:00pm Portfolio Management & Fundraising
Given the current fundraising environment, Portfolio Managers continue to play an increasing role in the fundraising process. In this session, we'll analyze survey results regarding Portfolio Management’s involvement in the process, from both an investor-facing perspective and internal operations perspective. We'll also discuss what Portfolio Managers are hearing from investors and how we interact with our business development/client representatives.

Session Leaders: