Tuesday, March 3, 2020
12:00 pm – 5:00 pm
Early Bird Check in
Day One: Wednesday, March 4, 2020
Registration — Wilshire Ballroom Foyer, Lobby Level
Continental Breakfast — International Terrace, Lobby Level
7:30 am – 8:45 am
Investor Only Breakfast (Closed Session)
7:30 am – 8:45 am
New Member and First Time Attendee Breakfast — Whittier Room, Lobby Level
8:45 am – 9:00 am
Opening Remarks (Conference Co-Chairs) — International Ballroom, Lobby Level
9:00 am – 9:45 am
Opening Keynote Session with Mohamed El-Erian — International Ballroom, Lobby Level
Acclaimed for his investment acumen, which he has brought to organizations including PIMCO, Bloomberg View, the Financial Times and Harvard Management Company, Mohamed El-Erian currently serves as chief economic adviser at Allianz and is President-Elect of his alma mater, Queens’ College of Cambridge University. Having coined the term “new normal” to describe the expected post-crisis trajectories of advanced economies, he will speak on the paths they and major emerging economies have taken and the outlook for each.
9:45 am – 10:45 am
General Session — Current US Policies Impact To Real Estate Investment — International Ballroom, Lobby Level
New and proposed policies at the municipal, state, and federal levels stand to reshape investing processes and outcomes. Ken Rosen will interview Jeff DeBoer of The Real Estate Roundtable and together will discuss areas related to trade, rent control, and carried interest, among other areas of keen interest to institutional real estate investors. They will also examine how upcoming elections may alter the policy landscape.
Jeffrey D. DeBoer, President and CEO, The Real Estate Roundtable
Ken Rosen, Chairman, Rosen Consulting Group
10:45 am – 11:00 am
11:00 am – 12:00 pm
General Session — USA Investor Panel — International Ballroom, Lobby Level
A group of esteemed institutional investor chief investment officers will survey the investment terrain across asset classes. Which risks are most underappreciated? Which opportunities hold particular promise in a context of low expected returns and subdued inflation? And what does this analysis suggest for the role of real estate in an institutional portfolio?
Moderator: Howard Margolis, Managing Director, Clarion Partners
Panel: Jon M. Braeutigam, CIO, Bureau of Investments, Michigan Department of Treasury
Karl Polen, CIO, Arizona State Retirement System
Paula J. Volent, CIO and Senior Vice President, Bowdoin College
12:15 pm – 2:00 pm
Luncheon — Beverly Hills Ballroom, Lobby Level
12:15 pm – 2:30 pm
Affinity Group Luncheon Program (Closed to Appointed Members Only)
2:30 pm – 3:30 pm
General Session — Offshore Investing — Why, Where, and How? — International Ballroom, Lobby Level
Whether as a means of diversification, tapping into the potential of regions defined by high levels of economic growth, or broadening beyond the limited investment sets found domestically, going global in real estate holds a number of potential advantages that must be weighed against currency, geopolitical, and others risks. Which destinations have caught the attention of investors, and which investment vehicles are best suited to the task? Leading investors will share their experiences and insights.
Moderator: Christina Gaw, Managing Principal, Gaw Capital Partners
Panel: Clara Chan, CIO (Private Markets), Hong Kong Monetary Authority
Helena Olin, Head of Real Assets, Second Swedish National Pension Fund (AP2)
Nathalie Palladitcheff, President and CEO, Ivanhoé Cambridge
3:30 pm – 4:30 pm
General Session — Office Mixed-Use Development, Tech, Media, and Entertainment in West Los Angeles — International Ballroom, Lobby Level
As companies traditionally associated with Silicon Valley expand their Southern California presence, the confluence of media, entertainment and technology sectors has increased demand for office space in West Los Angeles. Market leaders whose experience and work involve many dimensions of the Los Angeles office market, including design, development, investment, leasing and operations, today will share how these trends are reshaping the strategies of these major tenants as well as a discussion related to the strong investment fundamentals for office buildings in West Los Angeles.
Moderator: Phil Belling, Managing Principal, LBA Realty
Panel: Andy Cohen, Co-CEO, Gensler
Victor J. Coleman, Chairman & CEO, Hudson Pacific Properties
Jeff Worthe, President, Worthe Real Estate Group
4:30 pm – 5:30 pm
Impact Investing – Doing Well by Doing Good
Investments that generate a measurable societal or environmental benefit alongside a financial return continue to garner the attention and interest of individuals and institutions looking to deploy capital with multifaceted impacts. Among asset classes, real estate often arises as a primary conduit for investments of this kind, as identified needs in areas as wide-ranging as healthcare, education, and affordable housing call for high-quality buildings and facilities. Experts in impact investing will describe some of the most promising ideas and undertakings in the field and the yields associated with these endeavors.
Moderator: Gadi Kaufmann, Managing Director/CEO, RCLCO
I: Arturo Sneider, Founder and CEO, Primestor Development Inc.
II. K. Robert (Bobby) Turner, CEO, Turner Impact Investing
III: Lee Menifee, Managing Director, Head of Global Research, PGIM
6:30 pm – 7:30 pm
7:30 pm – 9:30 pm
Dinner with Will Ferrell and James Corden — International Ballroom, Lobby Level
Rising Leaders Cocktails (Hosted by the Rising Leaders Committee)
Day Two: Thursday, March 5, 2020
8:00 am – 10:00 am
Closing Breakfast Program: A Conversation with Leon Panetta and Ralph Rosenberg, Global Head of Real Estate, KKR — International Ballroom, Lobby Level
Leon Panetta, former Secretary of Defense, Director of the CIA, Chief of Staff to President Bill Clinton, and Cofounder of the Panetta Institute for Public Policy, among other accomplishments, talks with Ralph Rosenberg, Global Head of Real Estate at KKR.
Other Events to Watch For
- Women’s Tea
- Rising Leaders Cocktails – hosted by the Rising Leaders Committee
- LGREG (Lesbian and Gay Real Estate Group) – Thursday, March 5 at 10:00am, Maple Room
- ESG Reporting: GRESB Information Session at PREA – Thursday, March 5 at 10:30am, Whittier Room – for more information email firstname.lastname@example.org