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:20260603T180000 DTEND;TZID=America/New_York:20260604T163000 X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY: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. DETAILSWednesday\, June 3\nNetworking Reception\nLocation: My Cooking Party\, 130 West 29th Street\, 10th Floor\nTime: 6:00-9:00pm ET\nJoin 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.\n\nThursday\, June 4\nMeeting\nLocation: Goodwin Procter\, 620 8th Avenue\, 26th Floor \nTime: 8:00am-4:15pm ETThank 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:Ian Braverman\, Director\, Portfolio Management\, Harrison Street Asset ManagementJake Maliel\, Partner\, Portfolio Management\, TA RealtyNAREIM:IvyLee Rosario\, Head of Programs9:10am Attendee Introductions\nTo 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 \nThe 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\, DermodySpeaker:Michelle Yelaska\, Vice President\, Strategy & Leadership Advisory\, Ferguson Partners10:30am Break10:45am Capital Markets & the Macro Environment\nIn 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 EstateJake Maliel\, Partner\, Portfolio Management\, TA RealtySpeaker:Lisa Strope\, Head of Research\, TA Realty11:45am Break12:00pm Data-Driven Real Estate: Using AI From the Property Level to Investment Strategy \nThis 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 InvestmentsFrank Garcia\, Managing Director\, Pretium PartnersSpeaker:Christopher Sameth\, Head of Capital Markets Quants\, Americas\, JLLCJ Halabi\, Managing Director\, AI\, Innovation & Digital Product\, Pretium Partners 1:00pm Lunch2:00pm Portfolio Management's Role in Fundraising\nGiven 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\, BGOIan Braverman\, Director\, Portfolio Management\, Harrison Street Asset ManagementJustin Gleason\, Managing Director & Portfolio Manager\, PGIM 3:15pm Break3:30pm What's on Your Mind? \nThis 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 EstateHusayn Hasan\, Portfolio Manager\, UBS Realty Advisors4:15pm Meeting Adjourns\nCOMMITTEEThank you to this year's Portfolio Management committee members for all their hard work in putting together the agenda.\nCo-Chair: Ian Braverman\, Harrison Street Asset ManagementCo-Chair: Jake Maliel\, TA Realty\nWill Hedley\, BGOXi Huang\, CBRE Investment ManagementMichelle Roland\, DermodyCory Saunders\, Fidelity InvestmentsKate Bassett\, Invesco Real EstateJustin Gleason\, PGIM Frank Garcia\, Pretium PartnersSamantha Davis\, Sentinel Real Estate Husayn Hasan\, UBS Realty Advisors\nPAST AGENDAS202520242023202220212020 X-ALT-DESC;FMTTYPE=text/html:

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:

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 Modern Portfolio Management: Teams\, Strategy\, Execution \;
The scope of the Portfolio Management role has evolved over time &mdash\; 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:

Speaker:

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:

Speaker:

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:

Speaker:

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&rsquo\;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:

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:

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



LOCATION:Goodwin Procter 620 8th Ave\, 26th Floor New York NY 10018 UID:e.4456.1287062 SEQUENCE:3 DTSTAMP:20260603T180430Z URL:https://members.nareim.org/calendar/Details/sold-out-portfolio-management-1507202?sourceTypeId=Hub END:VEVENT END:VCALENDAR