Portfolio Management

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

2025

2024

2023

2022

2021

2020