SOLD OUT: Portfolio Management

Description

SOLD OUT!

Waiting list: If interested in attending, please reach out to IvyLee Rosario 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

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, 26th Floor 
Time: 8:00am-4:15pm 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:

• Ian Braverman, Director, Portfolio Management, Harrison Street Asset Management
• Jake Maliel, Partner, Portfolio Management, TA Realty

NAREIM:

• IvyLee Rosario, Head of Programs

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 Modern Portfolio Management: Teams, Strategy, Execution 
The scope of the Portfolio Management role has evolved over time — but have our teams kept up? This session tackles the hard questions around what Portfolio Management should become, how to build a team fit for 2026 (and beyond), and what operational excellence looks like in practice. Come ready to rethink the playbook with your peers.

Session Leaders:

• Xi Huang, Head of Separate Accounts, CBRE Investment Management 
• Michelle Roland, Vice President, Asset Management & National Leasing, Dermody

Speaker:

• Michelle Yelaska, Vice President, Strategy & Leadership Advisory, Ferguson Partners

10:30am Break

10:45am Capital Markets & the Macro Environment
In an interactive discussion, we'll touch upon broad macroeconomic themes, capital markets behavior, and property trends driving future return expectations. This conversation will allow attendees a chance to revisit H1 2026 performance data while also setting the table for H2.

Session Leaders:

• Kate Bassett, Director, Associate Portfolio Manager, Invesco Real Estate
• Jake Maliel, Partner, Portfolio Management, TA Realty

Speaker:

• Lisa Strope, Head of Research, TA Realty

11:45am Break

12:00pm Data-Driven Real Estate: Using AI From the Property Level to Investment Strategy 
This session will delve into practical applications of AI at the property level to drive efficiencies, how AI can assist in rolling up property-level data to aid portfolio-level decisions, and also touch on the impact of adding AI to the existing data infrastructure. 

Session Leaders:

• Cory Saunders, Head of Investments & Portfolio Manager, Fidelity Investments
• Frank Garcia, Managing Director, Pretium Partners

Speaker:

• Christopher Sameth, Head of Capital Markets Quants, Americas, JLL
• CJ Halabi, Managing Director, AI, Innovation & Digital Product, Pretium Partners 

1:00pm Lunch

2:00pm Portfolio Management's Role in Fundraising
Given the current fundraising environment, Portfolio Managers continue to play an increasing role in the fundraising process. In this session, we'll analyze survey results regarding Portfolio Management’s involvement in the process, from both an investor-facing perspective and internal operations perspective. We'll also discuss what Portfolio Managers are hearing from investors and how we interact with our business development/client representatives.

Session Leaders:

• Will Hedley, Principal, BGO
• Ian Braverman, Director, Portfolio Management, Harrison Street Asset Management
• Justin Gleason, Managing Director & Portfolio Manager, PGIM 

3:15pm Break

3:30pm What's on Your Mind? 
This open mic forum allows attendees to discuss timely issues with peers that haven't already been explored throughout the day's other sessions. What keeps you up at night? What's your team's biggest struggle? Join us for a whole-room conversation on topics brought up directly from the audience.

Session Leaders:

• Samantha Davis, Senior Vice President, Global Portfolio Management, Sentinel Real Estate
• Husayn Hasan, Portfolio Manager, UBS Realty Advisors

4:15pm Meeting Adjourns

COMMITTEE

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

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 Real Estate

Justin Gleason, PGIM 

Frank Garcia, Pretium Partners

Samantha Davis, Sentinel Real Estate 

Husayn Hasan, UBS Realty Advisors

PAST AGENDAS

2025

2024

2023

2022

2021

2020