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, December 2
Networking Reception
Location: TBA
Time: 6:00pm-9:00pm CT

Thursday, December 3
Meeting
Location: PwC Tower, 2121 North Pearl Street, 15th Floor, Dallas, TX 75201
Time: 8:00am-4:00pm CT

Thank you to our NAREIM Industry Partner PwC for providing us with space to host this meeting.

AGENDA

8:00am Breakfast

9:00am Welcome Comments & Committee Update

Co-Chairs:

• Christie Philbrick-Wheaton, Senior Director, Business Development, New York Life Real Estate Investors
• Shauna Dills, Managing Director, Principal Asset Management

NAREIM:

• Marynia Kruk, Meeting Producer

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

9:15am Annual General Meetings: Approaches Across Firms

Session Leaders:

• Carla Grace, Head of Investor Relations, Hines
• Heather Belfor, Vice President, Investor Reporting & Operations, Prime Finance

10:15am Break

10:30am Continuation Vehicles: Best Practices on Creating a True Win-Win for All
Continuation vehicles are an increasingly important part of the GP capital-raising toolkit. Hear from the former CIO of one of the largest direct secondary investors on how GPs should approach pricing, governance, investor perspectives across regions, the tradeoffs of bringing in a secondary partner, and potential sources of direct capital.

Session Leaders:

• Michael Chen, Senior Managing Director, Head of Capital Raising, GEM Realty Capital
  
• Tenzin Wangyal, Senior Vice President, Investor Relations, Waterton

11:30am Break

11:45pm What’s in Your Tech Stack (Including AI)?

Session Leaders:

• Rene Firman, Senior Associate, Client Capital Management, Clarion Partners
• Jennifer Flora, Vice President of Investor Relations & Capital Formation, Grubb Properties

12:45pm Lunch

1:45pm Capital Raising: Deep Dive Into Seasonality of The Job

Session Leaders:

• Michael Chen, Senior Managing Director, Head of Capital Raising, GEM Realty Capital
• Melissa Brown, Real Estate Specialist, Institutional Capital Raising, Nuveen Real Estate

2:45pm Break

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

Session Leaders:

• Christie Philbrick-Wheaton, Senior Director, Business Development, New York Life Real Estate Investors
• Shauna Dills, Managing Director, Principal Asset Management

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: TBA

COMMITTEE

Thank you to this year's Capital Raising & Investor Relations committee member for all their hard work in putting together the agenda.

Co-Chair: Christie Philbrick-Wheaton, New York Life Real Estate Investors

Co-Chair: Shauna Dills, Principal Asset Management

PAST AGENDAS

2025
2024
2023
2022