PERE
Global Investor Forum: San Francisco 2022
Aric Shalev
Managing Member, Rockpoint
Local capital, global opportunities
Fuel your fundraising at the PERE Global Investor Forum: San Francisco on 18-19 May 2022.
Expand your network, gain actionable insight, and escalate your fundraising potential by connecting with North America’s most active private real estate investors.
Understand the needs of local investors and determine the future direction of outbound capital flows.
Boost your fundraising
Understand North America’s investor needs and align your investment strategies with their allocation appetite.
Gain strategic insight
Understand the core sectors and strategies that investors will focus on in the new normal.
Expand your network
Build closer relationships with North American investors through dedicated networking opportunities.
Meet North American investors in our global network
Build strong relationships, share the latest market insights, and shape global capital flow with North America’s most influential investor network
Speakers include
Global Investor Forum: San Francisco attendees get more
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Lift your profile at the Global Investor Forum: San Francisco
The Global Investor Forum: San Francisco is our new edition of PERE Global Passport. Attendees are exclusively decision-makers at the leading private real estate investors, fund and asset managers, and developers in North Americas and globally. Sponsorship gives you:
- VIP access
- Opportunity to share your thought-leadership
- High-profile branding opportunities
- And much, much more …
To discuss options that suit your firm, contact our sponsorship team.
With thanks to our sponsors
Explore the trends shaping real estate capital flow
Download the agenda to see the trends shaping North American investor allocation strategies and markets across the region. These topics will shape the discussions at the PERE Global Investor Forum: San Francisco.
Have a topic that you would like to discuss on the agenda? Contact Charis Jiang Na today.
Pre-Event Resources
View the key conversation topics
Download the agenda to see the trends shaping North American investors allocation strategies and markets across the region. These topics will shape the discussions at the PERE Global Investor Forum: San Francisco.
Have a topic that you would like to discuss on the agenda? Contact Charis Jiang Na today.
View agenda page
Agenda
Investor Strategy Day - Wednesday 18th
Wednesday, May 18, 2022 - Registration
09:00 - 09:00
Investor registration and breakfast (invitation only)
11:45 - 11:45
Member registration (regional and global PERE Passports)
13:30 - 13:30
Event attendee registration (event plus tickets)
Wednesday, May 18, 2022 - Investor Strategy Day
09:30 - 12:00
Breakfast and Investor-only roundtables
Join an informal breakfast and roundtable session focused on the topics you most want to discuss with your peers:
- What are the risks/challenges in accessing global markets in the coming 12 months?
- How are others tackling inflation and longevity risk?
- What are the opportunities in real estate post-pandemic?
Sessions are led by LPs and attendance is limited to LPs only.
12:00 - 14:00
PERE Members-only networking luncheon
14:00 - 14:40
Investor Panel: Building a post-pandemic global strategy
Kurt Roeloffs,
Edward Lerum,
Pamela Thomas,
Lennart van Mierlo
Over the past two years, real estate has fundamentally changed across the world and different regions tell a very different ‘new normal’, growth acceleration or recovery story. Global investors reveal:
- The trends they are watching in 2022/23
- Where market and sector sentiment is strong and where they are seeing good value
- How they are allocating their capital accordingly
Moderator:
Kurt Roeloffs, Chairman of the Board, Seaforth Land
Speakers:
Edward Lerum, Head of Global Logistics Real Estate, Norges Bank IM
Pamela Thomas, Managing Director, US Real Estate Investments, CPP Investments
Lennart van Mierlo, Head of Commercial Real Estate Debt, NN Investment Partners
14:40 - 15:20
Family Office Panel: Where is private capital flowing?
David Hood,
Ben Maslan,
Chau Nguyen,
David Shapiro
Private investors tend to stay one step ahead of the game, reacting quickly to emerging trends with a higher risk tolerance than traditional investors.
- Where are family offices looking for global real estate investment opportunities
- How are family offices structuring deals and terms?
- What partnerships are being formed to successfully execute direct investments?
Moderator:
David Hood, Senior Real Assets Strategist, Managing Director, Sonen Capital
Speakers:
Ben Maslan, Managing Director, RCLCO Fund Advisors
Chau Nguyen, Director, Westlake Capital Partners
David Shapiro, Founder, Asset Holdings Group
15:20 - 16:00
Fireside chat
Dennis Lopez,
Peter Benson
Hear from Dennis Lopez, Chief Executive Officer of QuadReal Property Group, on his investment outlook for the next 12 months, where real estate investment sits in the investment portfolio, and how he would respond to some of the big challenges locally and globally.
Interviewee:
Dennis Lopez, Chief Executive Officer, QuadReal Property Group
Interviewer:
Peter Benson, Senior Reporter, PERE News
16:00 - 17:00
Networking Cocktails
Agenda
Global Markets - Thursday 19th
Thursday, May 19, 2022 - Global Markets
08:30 - 09:30
Women in Real Estate breakfast (by invitation)
09:00 - 09:30
Main registration and networking
09:30 - 09:40
PERE welcome
Margaret McKnight
Conference Chair:
Margaret McKnight, Partner, StepStone Group
09:40 - 10:20
Global Macroscope Power Panel – where is capital heading and which markets have the strongest headwinds and tailwinds in 2022?
Thomas Byrne ,
Paula Campbell Roberts ,
Kim Hourihan,
Margaret McKnight ,
JR Pearce
Get the lay of the land for global real estate and capital flows:
- Where is capital flowing from the US, globally?
- Which global markets should investors pay close attention to and where is still facing strong post-covid headwinds?
Moderator:
Thomas Byrne, Executive Director, DealPath
Speakers:
Paula Campbell Roberts, Managing Director and US Consumer Economist, KKR
Kim Hourihan, CIO, CBRE Real Estate Investments
Margaret McKnight, Partner, StepStone Group
JR Pearce, Senior Investment Officer, Sacramento County Employees’ Retirement System (SCERS)
JR Pearce
Senior Investment Officer, Sacramento County Employees’ Retirement System (SCERS)
Read bio
10:20 - 10:50
US Microscope: Where is the US outperforming global markets?
Peter Benson,
Carson Halley,
Jolly Singh
The outlook for returns in US real estate is improving driven by a strong recovery in some sectors and accelerating growth in others.
- Which combinations of strategy and sector are outperforming other markets so significantly that allocating onshore makes more sense
- How and where should investors then diversify and hedge either onshore or offshore?
- Where do we see investors allocating over the coming 12 months?
Moderator:
Peter Benson, Senior Reporter, PERE News
Speakers:
Carson Halley, Head of Business Development, Westland Investors
Jolly Singh, Principal, Portfolio Oversight, CIM Group
10:50 - 11:20
Networking refreshments
11:20 - 12:00
Global Perspectives: ESG’s critical role in future investment strategies
Dan Winters,
Milda Darguzaite,
Tyler Goodwin,
David Hood,
Chris Nunn
Be it rehabilitation of public spaces, brownfield development, providing affordable housing, or creating environmentally conscious new builds, ESG is guiding the investment decisions throughout the cycle. Beyond compliance, this panel will explore further opportunities in real estate investing, driven by ESG alignment.
Moderator:
Dan Winters, Head of Americas, GRESB
Speakers:
Milda Darguzaite, Group CEO, Northern Horizon Capital
Tyler E. Goodwin, CEO & Founder, Seaforth Land Holdings Limited
David Hood, Senior Real Assets Strategist, Managing Director, Sonen Capital
Chris Nunn, Head of Platform Operations & ESG Investing – Real Estate, AMP Capital
12:00 - 13:30
Lunch
13:30 - 14:10
Global Perspectives: Finding value in logistics
Peter Benson,
Ankit Bhatt,
Jonathan Epstein,
Edward Lerum
The demand for increased storage capacity at last-mile locations for online delivery, and the need to increase supply chain speed/resilience, has placed logistics in the spotlight for investors.
- How, as an offshore investor, can you ensure you pick investment partners who have the expertise to address the changing demand?
- Where, as more capital flows to these types of assets, can investors find the best value?
- What does the tenant profile look like across different regions and where are the opportunities to hyper-scale in the US, APAC and Europe?
Moderator:
Peter Benson, Senior Reporter, PERE News
Speakers:
Ankit Bhatt, Managing Director, Investment Head – Industrial, Oxford Properties Group
Jonathan Epstein, Managing Partner, BentallGreenOak
Edward Lerum, Head of Global Logistics Real Estate, Norges Bank IM
14:10 - 14:50
Global Perspectives: Spotlight on real estate debt and fund finance
Albert C. Tan,
Roshan Chagan,
Vicky Du,
Simon Uiterwijk
As forbearance and government support eases across global markets, how are investors refining their strategies across the US, Europe and Asia? How are fund sponsors utilizing fund financing globally to achieve their investment objectives and achieve efficiency for their investors?
Where are the best opportunistic debt opportunities?
- Are the markets really as distressed as predicted?
- How are complex assets such as data centres and life sciences being underwritten?
- New developments in subscription financing, NAV financing etc.
Moderator:
Albert C. Tan, Partner and Co-Head of Fund Finance, Haynes and Boone LLP
Speakers:
Roshan Chagan, Partner, Ares Management Corporation
Vicky Du, Managing Director and Global Head of Fund Finance, Standard Chartered Bank
Simon Uiterwijk, Head of Commercial Real Estate Debt, US, NN Investment Partners
14:50 - 15:20
Networking refreshments
15:20 - 16:00
Global Perspectives: Reimagining the office space
Michelle Cleverdon ,
Ben Brown,
Andrea Pierce,
Aric Shalev
Despite the pandemic’s impact on office working, transaction volume remained relatively stable across continents. Take a deep dive into opportunistic strategies as the impacts of covid wash out:
- What do the post-pandemic office landscape and tenant profile look like across key cities in Europe, North America and Asia?
- What are the design and amenity elements to consider in the next purpose-built office space?
Moderator:
Michelle Cleverdon, Vice President, Workplace Innovation, Colliers
Speakers:
Ben Brown, Managing Partner, Head of U.S. Office, Brookfield’s Real Estate Group
Andrea Pierce, Managing Director and Head of U.S. Office Asset Management & Industrial Asset Management, Starwood Capital Group
Aric Shalev, Managing Member, Rockpoint
Andrea Pierce
Managing Director and Head of U.S. Office Asset Management & Industrial Asset Management, Starwood Capital Group
Read bio
16:00 - 16:40
Global Perspectives: Accessing Asia’s growth
Robert Ciemniak,
Joseph Fuqua,
Christina Gaw,
Hari Krishna V
As far as markets go, China and India promise the most compelling growth stories from a 30 year perspective. What should investors do today, to access these long term growth plays? How can US investors access Asia’s developed markets and what is the opportunity set in Hong Kong, Singapore, Japan and Australia?
Moderator:
Robert Ciemniak, Founder-CEO and Chief Analyst, Real Estate Foresight Ltd
Speakers:
Joseph Fuqua, Director of Investor Relations & Head of Fund Distribution, Sun Hung Kai & Co.
Christina Gaw, Managing Principal, Gaw Capital Partners
Hari Krishna V, Global Leadership Team, Managing Director, Real Estate, CPP Investments
Joseph Fuqua
Director of Investor Relations & Head of Fund Distribution, Sun Hung Kai & Co.
Read bio
16:40 - 17:40
Closing remarks followed by networking cocktails
Close relationship gaps faster.
Meet the global network in-person
The inaugural PERE Global Investor Forum: San Francisco will be held in-person in San Francisco and available virtually on our easy-to-use platform.
Start conversations with investors easier, maximize your exposure around the influential members, and build stronger relationships with global peers.
Global Investor Forum attendees get 12-month access to our global directory of investors to build relationships across the year. Upgrade to a Global Passport for 12 months access to:
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- All PERE events in-person, including the Global Investor Forum: San Francisco
- New PERE Connect networking service, including functions in global investor hubs and personalized help to increase your visibility in the global network
- And much more …
Talk to our team to discover more about the membership benefits and see how the Forum can help grow your business.
North American members of our global network
Stay connected with regional leaders, knowledge-share daily challenges, and seek answers from industry titans.
Join our investor-led network
Explore opportunities with investors from across the globe today with access to the most influential private real estate network.
Want to understand more about who you will meet and what to expect at the Forum? Talk to our team today.
Covid precautions and venue details
Our venue
Hotel Nikko San Francisco
222 Mason Street, San Francisco, CA 94102, United States
To ensure the safety for all attendees, the Covid-Vaccine requirements guidelines are noted below.
Please note the state of California and Hotel Nikko’s Covid-19 requirements are subject to change. Should any of these updates impact our attendees, additional correspondence will be provided.
Any questions regarding the event and vaccination requirements should be sent directly to customerservices@peimedia.com.
Will I need to be vaccinated to attend the PERE Global Investor Forum: San Francisco 2022?
Yes. Only individuals who able to provide proof that they have been fully vaccinated are permitted to enter the event.
Acceptable proof of vaccination includes the CDC vaccination card, a physical or digital copy or picture of that card documentation from a healthcare provider, or a personal digital COVID-19 vaccine record issued by the State of California or by an approved private company. Written self-¬attestation of vaccination status is not an acceptable form of proof for purposes of this requirement. Businesses subject to this new requirement must cross check proof of full vaccination against each patron’s photo identification.
Will I have to wear a mask if I attend the PERE Global Investor Forum: San Francisco 2022?
Yes. The state of California has mandated that masks are required in all public areas, except while actively eating and drinking.
Aric Shalev
Managing Member, Rockpoint
Aric Shalev oversees Rockpoint’s investment and asset management activities in the western United States. Mr. Shalev is based in Rockpoint’s San Francisco office. Prior to Rockpoint, Mr. Shalev was involved in WREP’s western United States investment and asset management activities. Prior to joining WREP in 1997, Mr. Shalev worked at Morgan Stanley in the Mergers, Acquisitions and Restructuring Group for two years. Mr. Shalev received a B.S. in Economics from the Wharton School of the University of Pennsylvania.
Rockpoint is a real estate private equity firm headquartered in Boston with additional domestic offices in San Francisco and Dallas. Rockpoint employs a fundamental value approach to investing and targets select product types located in major markets in the United States. Rockpoint utilizes a consistent strategy across distinct return profiles through its opportunistic and growth and income investment programs. Rockpoint targets assets with intrinsic long-term value, at attractive prices relative to stabilized cash flows, and with particular emphasis on value creation opportunities and complex situations. Since 1994, Rockpoint’s co-founders with others have sponsored 19 investment vehicles and related co-investment vehicles through Rockpoint and a predecessor firm and have raised approximately $29 billion in capital commitments. As of December 31, 2021, Rockpoint’s investment team with others has invested or committed to invest in 469 transactions with a total peak capitalization of approximately $72 billion (inclusive of fund equity, co-investor equity and debt). To learn more about Rockpoint, visit www.rockpoint.com.