Description

Attendance limits: Due to demand and space constraints, no more than two attendees will be allowed per investment manager or underwriting member. Contact meeting host with additional questions.

DETAILS

Wednesday, December 3
Networking Reception
Location: TheWit Chicago, Rooftop Lounge, 201 North State Street
Time: 6:00-9:00pm CT

Thursday, December 4
Meeting
Location: 200 West Madison Street, 4th Floor
Time: 8:00am-4:00pm CT

AGENDA

8:00am Breakfast

8:50am Welcome Comments & Committee Update

Co-Chairs:

• Reza Basharzad, Managing Director, Clarion Partners 
• Sayuri Khandavilli, Managing Director, Head of Americas, RE Distribution, Nuveen Real Estate

NAREIM:

• Marynia Kruk, Meeting Producer

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 What's On Your Mind
Open mic forum for attendees to discuss timely issues with their peers. 

Session Leaders:

• Reza Basharzad, Managing Director, Clarion Partners 
• Sayuri Khandavilli, Managing Director, Head of Americas, RE Distribution, Nuveen Real Estate

9:45am Break

10:00am New Horizons Part 1: What It Takes to Raise Capital Across Borders
This roundtable explores the realities of raising capital abroad, with a focus on strategies, structures, and positioning, in the context of an evolving macroeconomic and geopolitical backdrop. Hear real-world lessons learned and data-driven insights into sovereign wealth funds, pensions, insurers, and other international investors. Attendees will leave with practical takeaways on engaging foreign capital and how to authentically localize their own global fundraising approach.

Session Leaders:

• Rick Ertmann, Vice President, AEW Capital Management

Speakers:

• Diego Lopez, Founder & Managing Director, Global SWF
• Andrew Waddington, Vice President, Global SWF

11:00am New Horizons Part 2: What We Wish We Knew About Accessing Retail Capital
What are challenges associated with the private wealth sales process? What are pros and cons of building out a sales/distribution team in-house versus outsourcing? How should firm leaders think about investment structure, in terms of closed-end versus open-ended funds, from the perspective of which investors they are targeting? A NAREIM member firm shares their insights based upon lessons learned.

Session Leaders:

• Andrea Juda, Vice President, Marketing & Due Diligence, Prologis
• Lisa Beeson, Principal & Chief Operating Officer, The CenterCap Group

Speakers:

• Josh Kane, Senior Account Executive, Assistant Portfolio Manager, Clarion Partners
• Ali Winrow, Product Specialist, Private Wealth Distribution, Client Capital Management, Clarion Partners

11:30am Break

11:45am Role Clarity & Team Structure
The session will focus on outlining the key responsibilities of Investor Relations teams and how firms assess and determine the team’s strategic priorities. It will explore the role of outsourcing and automation, including technology adoption and trends in shifting responsibilities to third parties or offshore teams. Finally, the discussion will examine investor segmentation, questioning whether IR teams should operate as generalists or specialize by investor type, along with the trade-offs involved.

Session Leaders:

• Samantha Fonda, Vice President, Investor Relations & Capital Formation, Dermody
• Shauna Dills, Managing Director, Principal Asset Management

12:45pm Lunch

1:45pm Capital Gains & Pains: Lessons from the Field
This session will provide a focused exploration of how the capital raising process for private Real Estate vehicles has evolved from pre- to post-COVID, highlight best practices across the investor engagement process, and discuss the critical role of capital formation in building productive and lasting relationships. Interactive polling and dialogue will further enrich the discussion, offering participants practical perspectives to apply in their own capital raising efforts.

Session Leaders:

• Christie Philbrick-Wheaton, Senior Director, Business Development, New York Life Real Estate Investors
• Andrew Knox, Managing Director, Head of Capital Formation, Pennybacker
• Victoria Hernandez, First Vice President, Sentinel Real Estate

2:45pm Break

3:00pm LP Rapid-Fire Panel
Members will hear from LPs on what’s working, what’s not, where opportunities lie and what they foresee for the capital raising space. 

Session Leaders:

• Reza Basharzad, Managing Director, Clarion Partners 
• Sayuri Khandavilli, Managing Director, Head of Americas, RE Distribution, Nuveen Real Estate

Speaker:

• Christian Reel, Partner, Albourne America

4:00pm Meeting Adjourns

4:30pm-7:30pm After Meeting Happy Hour

The committee invites attendees to join them for light bites and cocktails following the meeting.

• Location: Randolph Tavern, 188 West Randolph Street

COMMITTEE

Co-Chair: Reza Basharzad, Clarion Partners
Co-Chair: Sayuri Khandavilli, Nuveen Real Estate

Rick Ertmann III, AEW Capital Management
Michelle Johnstone, Cortland
Samantha Fonda, Dermody
Jake Amorello, Juniper Square
Christie Philbrick-Wheaton, New York Life Real Estate Investors
Andrew Knox, Pennybacker
Heather Belfor, Prime Group
Shauna Dills, Principal Asset Management
Andrea Juda, Prologis
Victoria Hernandez, Sentinel Real Estate
Lisa Beeson, The CenterCap Group

PAST AGENDAS

2024
2023
2022