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-4:00pm ET
AGENDA
8:00am Breakfast
8:50am 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
8:55am Attendee Introductions
To help facilitate connections, each attendee will be invited to briefly introduce themselves by stating their name and firm.
9:00am Team Structure & Talent Development
Session Leaders:
- Xi Huang, Managing Director & Portfolio Manager, CBRE Investment Management
- Michelle Roland, Vice President, Asset Management & National Leasing, Dermody
10:15am Break
10:30am Capital Markets & the Macro Environment
Session Leaders:
- Kate Bassett, Director, Associate Portfolio Manager, Invesco
- Jake Maliel, Partner, Portfolio Management, TA Realty
11:30am Break
11:45am Technology, AI & Data Usage
Session Leaders:
- Cory Saunders, Head of Investments & Portfolio Manager, Fidelity Investments
- Frank Garcia, Managing Director, Pretium Partners
12:45pm Lunch
1:45pm Fundraising, IR & Cross-Functional Collaboration
Session Leaders:
- Will Hedley, Principal, BGO
- Ian Braverman, Director, Portfolio Management, Harrison Street Asset Management
- Justin Gleason, Managing Director & Portfolio Manager, PGIM
3:00pm Break
3:15pm What's on Your Mind?
Open mic forum for attendees to discuss timely issues with their peers.
Session Leaders:
- Samantha Davis, Senior Vice President, Global Portfolio Management, Sentinel Real Estate
- Husayn Hasan, Portfolio Manager, UBS Realty Investors
4:00pm Meeting Adjourns
COMMITTEE
Co-Chair: Ian Braverman, Harrison Street Asset Management
Co-Chair: Jake Maliel, TA Realty
Will Hedley, BGO
Xi Huang, CBRE Investment Management
Michelle Roland, Dermody
Cory Saunders, Fidelity Investments
Kate Bassett, Invesco
Justin Gleason, PGIM
Frank Garcia, Pretium Partners
Samantha Davis, Sentinel Real Estate
Husayn Hasan, UBS Realty Investors
PAST AGENDAS
2022
2021
2020

Images
$775
Goodwin Procter 620 8th Ave
New York, NY 10018 United States