BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P1H REFRESH-INTERVAL:P1H CALSCALE:GREGORIAN BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU DTSTART:20070101T000000 TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:Eastern Daylight Time END:DAYLIGHT BEGIN:STANDARD RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU DTSTART:20070101T000000 TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:Eastern Standard Time END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20260602T180000 DTEND;TZID=America/New_York:20260603T160000 X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:SOLD OUT: Asset Management DESCRIPTION:SOLD OUT!Waiting list: If interested in attending\, please reach out to Marynia Kruk to be placed on our waiting list.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. DETAILSTuesday\, June 2\nNetworking Reception\nLocation: Il Gattopardo\, 13-15 West 54th Street\nTime: 6:00pm-9:00pm ET\n\nWednesday\, June 3\nMeeting\nLocation: Goodwin Procter\, 620 8th Avenue\, 26th Floor\nTime: 8:00am-4:00pm ET\nThank you to our NAREIM Industry Partner Goodwin Procter for providing us with space to host this meeting. \n\nAGENDA8:00am Breakfast9:00am Welcome Comments & Committee UpdateCo-Chairs:Anil Erdem\, Managing Director\, BGOEric Lind\, Managing Director\, PCCPNAREIM:Marynia Kruk\, Meeting Producer9:10am Attendee Introductions\nTo help facilitate connections\, each attendee will be invited to briefly introduce themselves by stating their name and firm.9:15am Deep Dive Into Expense Strategies\nThis session reframes operating expense management as counterparty incentive design rather than procurement. It covers how structural choices at the property level\, such as insurance\, tax\, vendor architecture\, and the corporate level\, such as operating partner economics\, in-sourcing\, fee structures\, produce cost discipline that holds without ongoing enforcement. A moderated audience exchange will close on where incentive misalignment is currently leaking capital across attendees' portfolios.Session Leaders:Anil Erdem\, Managing Director\, BGOBrandon Cohen\, Director of Asset Management\, Harbert Management Corporation10:15am Break10:30am From Systems to Strategy: How Real Estate Firms Are Using Technology Today\nThis session will explore how real estate investment and asset management teams are approaching technology adoption beyond core systems\, including analytics\, portfolio tools\, and AI adoption. We'll compare what firms mandate versus leave flexible\, across property managers\, LP/GP structures\, and ownership types\, and discuss whether technology is supported by dedicated internal resources or driven organically by teams.Session Leader:Rob Boydston\, Managing Director\, Head of Equity Asset Management\, Walker & Dunlop Investment Partners11:30am Break11:45am Buy\, Hold\, Sell: The Nuts and Bolts of Analysis\nIn a fluid market where it is increasingly difficult to deliver consistent outperformance\, asset level hold or sell decisions have meaningful portfolio consequences. This interactive session will examine the internal processes\, approval frameworks\, and key metrics firms use to evaluate whether to recycle capital or continue to hold\, including a redacted sample analysis for peer discussion. Attendees will walk away with practical ideas and alternative analytical lenses to strengthen the recommendations they bring forward within their organizations.Session Leaders:Patrick McLaughlin\, Co-Portfolio Manager & Head of Asset Management\, Direct Real Estate\, Fidelity InvestmentsEric Lind\, Managing Director\, PCCP12:45pm Lunch1:45pm Role Clarity: Structuring an Asset Management Department\nAs asset management platforms scale and evolve\, firms continue to grapple with role clarity\, team structure\, and accountability. This interactive session explores how organizations are structuring asset management teams\, defining responsibilities across the investment lifecycle\, and allocating resources across asset types and markets. Through peer discussion and live polling\, participants will benchmark approaches\, surface trade‑offs\, and leave with practical perspectives to assess whether their current structure is fit for purpose.Session Leaders:Jake Lewis\, Head of Asset Management\, GEM Realty CapitalCarly Miller\, Managing Director\, Head of U.S. Asset Management\, PGIM2:45pm Break3:00pm Constructive Tension: Strengthening Alignment Between Acquisitions & Asset Management\nHow do firms intentionally cultivate constructive tension between acquisitions\, operations\, and asset management teams to drive stronger investment performance? We'll examine how structured feedback loops\, from underwriting assumptions to in-year operating results\, create accountability and sharpen decision-making across the deal lifecycle. Attendees will discuss whether and how their companies implement these processes\, how often they meet\, who leads the conversation\, what the meetings cover and\, most importantly\, how they translate insights into measurable improvements.Session Leaders:Nicole Brickhouse\, Managing Director\, Capital Markets & Multifamily Portfolio Management\, Continental Realty Corporation\nJoseph Mancuso\, Managing Director\, Head of Asset Management\, New York Life Real Estate Investors4:00pm Meeting Adjourns\nCOMMITTEEThank you to this year's Asset Management committee members for all their hard work in putting together the agenda.Co-Chair: Anil Erdem\, BGOCo-Chair: Eric Lind\, PCCP\n\nRory Ingels\, BlackRock\nNicole Brickhouse\, Continental Realty Corporation\nPatrick McLaughlin\, Fidelity Investments\nJake Lewis\, GEM Realty Capital\nBrandon Cohen\, Harbert Management Corporation\nJoseph Mancuso\, New York Life Real Estate Investors\nCarly Miller\, PGIM \nRob Boydston\, Walker & Dunlop Investment Partners\nPAST AGENDAS2026202520242023202220212020 X-ALT-DESC;FMTTYPE=text/html:

SOLD OUT!

Waiting list: \;If interested in attending\, please reach out to Marynia Kruk to be placed on our waiting list.

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

Tuesday\, June 2
Networking Reception
Location: \;Il Gattopardo\, 13-15 West 54th Street
Time: \;6:00pm-9:00pm ET

Wednesday\, June 3
Meeting
Location: \;Goodwin Procter\, 620 8th Avenue\, 26th Floor
Time: \;8:00am-4:00pm ET


Thank you to our NAREIM Industry Partner Goodwin Procter for providing us with space to host this meeting. \;

AGENDA

8:00am Breakfast

9:00am Welcome Comments &\; Committee Update

Co-Chairs:

NAREIM:

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 Deep Dive Into Expense Strategies
This session reframes operating expense management as counterparty incentive design rather than procurement. It covers how structural choices at the property level\, such as insurance\, tax\, vendor architecture\, and the corporate level\, such as operating partner economics\, in-sourcing\, fee structures\, produce cost discipline that holds without ongoing enforcement. A moderated audience exchange will close on where incentive misalignment is currently leaking capital across attendees'\; portfolios.

Session Leaders:

10:15am Break

10:30am From Systems to Strategy: How Real Estate Firms Are Using Technology Today
This session will explore how real estate investment and asset management teams are approaching technology adoption beyond core systems\, including analytics\, portfolio tools\, and AI adoption. We&rsquo\;ll compare what firms mandate versus leave flexible\, across property managers\, LP/GP structures\, and ownership types\, and discuss whether technology is supported by dedicated internal resources or driven organically by teams.

Session Leader:

11:30am Break

11:45am Buy\, Hold\, Sell: The Nuts and Bolts of Analysis
In a fluid market where it is increasingly difficult to deliver consistent outperformance\, asset level hold or sell decisions have meaningful portfolio consequences. This interactive session will examine the internal processes\, approval frameworks\, and key metrics firms use to evaluate whether to recycle capital or continue to hold\, including a redacted sample analysis for peer discussion. Attendees will walk away with practical ideas and alternative analytical lenses to strengthen the recommendations they bring forward within their organizations.

Session Leaders:

12:45pm Lunch

1:45pm Role Clarity: Structuring an Asset Management Department
As asset management platforms scale and evolve\, firms continue to grapple with role clarity\, team structure\, and accountability. This interactive session explores how organizations are structuring asset management teams\, defining responsibilities across the investment lifecycle\, and allocating resources across asset types and markets. Through peer discussion and live polling\, participants will benchmark approaches\, surface trade‑offs\, and leave with practical perspectives to assess whether their current structure is fit for purpose.

Session Leaders:

2:45pm Break

3:00pm Constructive Tension: Strengthening Alignment Between Acquisitions &\; Asset Management
How do firms intentionally cultivate constructive tension between acquisitions\, operations\, and asset management teams to drive stronger investment performance? We&rsquo\;ll examine how structured feedback loops\, from underwriting assumptions to in-year operating results\, create accountability and sharpen decision-making across the deal lifecycle. Attendees will discuss whether and how their companies implement these processes\, how often they meet\, who leads the conversation\, what the meetings cover and\, most importantly\, how they translate insights into measurable improvements.

Session Leaders:

4:00pm \;Meeting Adjourns


COMMITTEE

Thank you to this year'\;s Asset Management committee members for all their hard work in putting together the agenda.

Co-Chair: \;Anil Erdem\, BGO

Co-Chair: \;Eric Lind\, PCCP

Rory Ingels\, BlackRock
Nicole Brickhouse\, Continental Realty Corporation
Patrick McLaughlin\, Fidelity Investments
Jake Lewis\, GEM Realty Capital
Brandon Cohen\, Harbert Management Corporation
Joseph Mancuso\, New York Life Real Estate Investors
Carly Miller\, PGIM
Rob Boydston\, Walker &\; Dunlop Investment Partners

PAST AGENDAS

2026

2025

2024

2023

2022

2021

2020



LOCATION:Goodwin Procter\, 620 8th Avenue 26th Floor New York NY 10018 UID:e.4456.1289500 SEQUENCE:3 DTSTAMP:20260603T195015Z URL:https://members.nareim.org/calendar/Details/sold-out-asset-management-1509791?sourceTypeId=Hub END:VEVENT END:VCALENDAR