Connecting institutional capital with the future of private real estate
Private real estate in North America is evolving dramatically and disruption has become the new norm. As LP appetite for the asset class continues to grow but the inevitable downturn looms ever closer, investors and fund managers who are not embracing today’s evolutionary trends risk being left behind permanently.
The PERE Investor Forum will address these disruptors and trends—along with the latest investment portfolio strategies and structures—for better returns and higher yields, including: LPs seeking greater roles for emerging managers, understanding the next level of technology, implementing creative and alternative fund strategies, and more.
New this year
New networking.
Enjoy expanded networking experiences, including: two cocktail receptions, pre-arranged small-group meetings, private meeting spaces, a pre-conference attendee list, small-group roundtables and the opportunity to connect directly via the conference app.
New highlights.
- Alternative investment strategies in a crowded market
- Current and trending drivers impacting sector demands
- Venture capital and its new role in private real estate
- Strategic investing on the brink of a downturn
- Tips on investing with debt in an unprecedented market
- Benefits and concerns of Opportunity Zones
- The pros and cons of emerging markets
- Game-changing technology shifts
New venue.
Join us at Convene’s newest venue—located in the heart of downtown Los Angeles—and enjoy modern and comfortable spaces for whole group, small group and 1:1 interactions.
Download the PERE Global Investor Forum 2019 brochure
Stay ahead of the market (instead of getting left behind)
Learn about the strategies at the leading edge of private real estate,
and how you can create a balance between core and emerging platform
Network with industry leaders in facilitated and casual settings
Whether in 1:1 meetings, over a cup of coffee, or in the cocktail reception, there are a wealth of opportunities to make connections
Learn about new opportunities in private real estate
Discover different perspectives from a cross section of fund managers, investors, developers, venture capitalists and service providers
Keynote speakers include
Anthony Scaramucci
Founder and Co-Managing Partner
SkyBridge Capital
Jonathan Rose
Founder and President
Jonathan Rose Companies
Speakers include
What our attendees have said
Judy McMahan, UPS Investments
PERE offers top-tier programs with experienced and knowledgeable speakers who provide perspectives that I found to be both interesting and thought provoking, es…
Steve Fifield, Fifield Companies
Great peer level insights shared between advisors and pension investors. Discussions about current trends and experiences will be very useful in adjusting our c…
Preston Sargent, Bailard, Inc.
Quality attendees and panelists…makes for an ideal venue for networking, intellectual stimulation and growth.
Join like-minded individuals dedicated to the advancement of women in private real estate at the inaugural PERE Women in Real Estate. The half-day Forum will follow directly after the PERE Investor Forum on April 18th.
Registration for PERE Women in Real Estate is included as part of the PERE Investor Forum ticket, or can also be purchased separately.
This event is co-located with PERE Women in Real Estate
Pre-Event Resources
View agenda page
Agenda
Day 1 - Wednesday 17th
Plenary sessions
08:30 - 09:30
Registration & networking breakfast
08:30 - 09:30
Women’s working (networking) breakfast
Join the women of PERE Investor Forum for a networking breakfast kicking off the conference. Attendees will engage in a high-level, lively discussion addressing the challenges and celebrations of women in private real estate.
09:30 - 09:40
Chairman's opening remarks
09:40 - 10:10
Keynote address from Anthony Scaramucci, SkyBridge Capital
Anthony Scaramucci
10:10 - 10:55
Strategic investing on the brink of a downturn
Pam Boneham,
Jeff Giller,
Scott Buser
- Strategies to mitigate and manage risk
- Levels and types of diversification
- Notable opportunities and issues to watch
- Recognizing and understanding market trends
- Secondaries and recapitalization strategies
- Portfolio strategies to avoid obsolescence
10:55 - 11:20
Networking break
11:20 - 12:05
Investing in debt in today’s heated market
Dan Cooperman,
Chris Duey,
Dee Dee Sklar,
Peter Sotoloff
- How subscription financing supports fund activities
- Standing out in a competitive environment
- Risk/Return trade offs
- The role of foreign capital
- Insulation techniques to maintain yield
- Origination strategies
12:05 - 12:50
Latest trends and strategies for niche investing
Heinz Blennemann,
Jeffrey Kanne ,
Henry Manoucheri
- Allocating capital to alternative sectors
- Factors driving the market
- Due diligence steps to mitigate risk and garner yield
- Influencers including shifting demographics and consumer preference
12:50 - 13:40
Networking luncheon
Afternoon breakouts
13:40 - 14:25
Roundtables | Working Coffee Break
In lieu of traditional breakout sessions, we’ve scheduled guided focus groups that will provide attendees the opportunity to interact with industry experts and discuss relevant topics and issues in a relaxed, casual environment. Our sessions present a unique opportunity to network with colleagues during intimate, deep-dive discussions. No panels, no PowerPoints – just a facilitator (or two).
13:40 - 14:25
Strategies, Sectors and Trends
A. Finding the new niche: data centers and beyond
Facilitators: Jeffrey Kanne, President and CEO, National Real Estate Advisors
Heinz Blennemann, Principal, Blennemann Family Offices
B. Structuring and underwriting CMBS B-piece investments in a diversified RE debt portfolio
Facilitators: Doug Tiesi, CEO, Silverpeak Argentic
Darren Gluck, Head of B-Piece Acquisitions, Silverpeak Argentic
Tracey Hanfling, Head of Investor Relations, Silverpeak Argentic
C. How to improve the tax environment for foreign investors in US PERE funds
Facilitators: Nigel Williams, Chairman, Royalton Partners
14:25 - 15:05
The Evolution of the PRE Industry
D. The growth of private wealth: where real estate sits in a family office portfolio
Facilitators: DJ Van Keuren, Vice President, Hayman Family Office
E. Emerging managers: opportunities for the GP and LP
Facilitators: Schlomo Khoudari, Managing Partner and Co-Founder, Elion Partners
F. Global Investing: Finding the Best Opportunities
Afternoon plenary
15:05 - 15:25
Networking break
15:25 - 16:15
Fund manager consolidation: merger madness
Doug Weill
- Reasons for consolidation
- Types of deals
- Pressures to consolidate
- Strategies among buyers and sellers
- The growth of minority and passive stakes
- Developing succession plans
- The LP role in manager consolidation
16:15 - 17:00
Fireside chat: the investors’ Insight
Judy McMahan
17:00 - 17:35
Keynote address from Jonathan F.P. Rose, Jonathan Rose Companies
Jonathan Rose
Recognized as a leader in the creation of more environmentally, socially and economically resilient communities, Jonathan Rose will provide insight into how the progression of the 21st century will escalate global megatrends such as climate change; natural resource depletion; population growth; income inequality; mass migration; education, and health disparities to the detriment of not only metropolitan areas, but the overall real estate industry.
17:35 - 19:00
End of day one & cocktail reception
Agenda
Agenda day 2 - Thursday 18th
Plenary sessions
07:30 - 08:00
Second annual PERE fun run
08:00 - 09:15
Registration & networking breakfast
09:15 - 09:25
Chairman's opening remarks
09:25 - 09:40
Tech Talk: Rethinking Real Estate’s Dror Poleg
09:40 - 10:30
Opportunity zones: Is opportunity knocking?
Peter Ciganik,
DJ Van Keuren
- The race to set up vehicles
- Investment opportunities vs. investment dollars
- Sorting out the rules for tax incentives
- Guidelines and restrictions
- Logistical challenges
10:30 - 10:55
Networking break
10:55 - 11:30
Leveraging disruptive technology to revolutionize real estate
Roelof Opperman
- Influences and acceleration of fintech, robotics, smart cities and mobility
- Fundraising sources and substantial capital flows
- How tech is transforming property types and investment strategies
- The continual rise of AI
11:30 - 12:15
Beyond sustainability: creating value (and good) with ESG
Tsilah Burman,
Sam Bendix
- Analyzing risks: direct and indirect impacts on real estate values
- Identifying, addressing and implementing investor policies and procedures
- Integrating ESG considerations into portfolio construction
- Due diligence and risk management procedures
- Understanding ESG differentiators according to investment strategies
12:15 - 13:15
Networking luncheon
PERE Women in Real Estate
13:20 - 14:10
Unplugged: A conversation with today’s investor
Cecelia Chen,
Judy McMahan,
Pamela Thomas
- Unplugged: A conversation with today’s investor
How investors are structuring their portfolios - Diversifying with real estate
- The LP/GP relationship
Industry and investor demands - Where and how to find the best investment opportunities
14:10 - 15:00
Being a catalyst for change: bridging the divide
Sally-Ann Flood,
Meena Thever,
Tracey Hanfling
- Breaking down male-to-female ratios
- Dissecting power dynamics
- How to get (and keep) a seat at the negotiation table
- Changing the glass ceiling conversation
15:00 - 15:30
Networking break
15:30 - 16:00
Pioneers of women in real estate: Sharing their lessons learned
Matilde Attolico,
Alison Hill,
Cyndy Silverthorn
- Portfolio structuring on the brink of a downturn
- Addressing and surviving another financial crisis
- Pitfalls to avoid
- Deal making: the good, the bad and the ugly
16:00 - 16:50
Trends and disruptors: the new normal
- The workspace and retail environment
- Big data, AI, blockchain, robotics and cybersecurity
- The evolving role of sustainability and ESG
- Ecommerce vs. brick-and-mortar
16:50 - 17:25
Closing keynote address
17:25 - 18:25
Cocktail reception
Dustin Jones
Director, Baker Program in Real Estate, SC Johnson College of Business, Cornell University
Partner with the Forum
The PERE Investor Forum will offer a unique opportunity for organizations to showcase their expertise in front of 240 institutional investors, capital-influencers and managers.
For exclusive sponsorship packages, please contact Tyler Mitchell at tyler.m@peimedia.com or call +1 646 795 3279.
Convene
333 South Grand Ave
Los Angeles, CA 90071
Convene Los Angeles
Hotel accommodations are available at the Omni Hotel at 251 South Olive Street, Los Angeles, CA 90012. Rooms are limited and are on a first-come-first-served basis; early booking is strongly advised. Click here to book a hotel room. Please note the deadline to reserve a room is March 25, 2019.