Annual Conference 2018

Transcription

1 Conference Co-Chairs Exponential Future of Everything 6-9 Paul Mouchakkaa NCREIF Board, CalPERS Joyce Frater NCREIF Ambassador NCREIF Annual Conference 2018 Lake Buena Vista, FL N o v e m b e r 6-9 WA LT D I S N E Y W O R L D S WA N Join us in November for the NCREIF Annual Fall Conference. Our Conference Co-Chairs are developing a theme focused on forward-thinking solutions for our industry. Details on the conference program will be provided very soon. For planning purposes the official conference program runs two full days Wednesday and Thursday, November 7-8. Educational programs and task force meetings take place on Tuesday and departures on Friday details to come! Walt Disney World Swan Hotel Group Rate Cutoff Date is October 10 Make Online Reservations by Clicking Here Register for the Conference by Clicking Here For more information please call or visit for more information $ 249

2 6-9 Overview Agenda Tuesday 11/6 Wednesday 11/7 Thursday 11/8 Friday 11/9 Education Program Reporting Standards Council Meeting Board of Directors Meeting Daily Pricing Committee Meeting Information Mgmt. Committee Meeting Opening General Sessions Standing Committee Meetings Begin Standing Committee Meetings Continue General Sessions and Joint Committee Sessions Closing Evening Reception Morning Task Force Meetings Departures Welcome Evening Event All committee meetings are open to all attendees unless otherwise noted. NCREIF s strength is its open, welcoming and transparent discipline-specific committee structure. You may move between committee meetings or general sessions based on your topic interest. NCREIF Standing Committee Chairs Accounting Co-Chair: Tracy Green, Invesco Real Estate Co-Chair: Kathy O Sullivan, Ernst & Young Co-Vice Chair: Benay Kirk, Alter Domus Co-Vice Chair: Eric Mack, USAA Real Estate Daily Pricing Co-Chair: Sarah Gal, Aon Co-Chair: Meighan Philips, Principal Farmland Chair: Anatole Pevnev, US Agriculture Vice Chair: Rich Matheson, Utah Retirement Sys Information Management Chair: Minesh Valera, BNY Mellon Vice Chair: Bill Foster, USAA Real Estate Performance Measurement Co-Chair: Matthew Gilbert, UBS Realty Investors Co-Chair: Erik Gilliland, Invesco Real Estate Co-Chair: Brandon Millen, Intercontinental RE Plan Sponsor Co-Chair: Elizabeth Homeier, SERS Ohio Co-Chair: Devon Olson, Utah Retirement Systems Research Co-Chair: Chris Fruy, Heitman Capital Mgmt. Co-Chair: Richard Kleinman, LaSalle Investment Mgmt. Co-Vice Chair: Mark Fitzgerald, USAA Real Estate Co-Vice Chair: Melissa Reagen, TH Real Estate Timberland Chair: Evan Amano, Campbell Group Valuation Chair: Amy White, Invesco Real Estate Vice Chair: Jeff Walker, US Realty Consultants

3 Tuesday 6 9:00am 5:00pm Instructor: Paige Mueller, Eigen 10 Advisors LLC The NCREIF Academy s Professional Certificate in Institutional Real Estate program is offering one of the courses on Tuesday, Structuring of Institutional Investment Vehicles, which qualifies toward the NCREIF Certificate. This course will examine the importance of investment structuring and how it can independently have a large impact on investment returns, liquidity and risk. This includes the advantages and disadvantages of different structures based on considerations such as vehicle structure, legal agreements and term sheets, fee structures, tax efficiency, governance, liquidity, compliance and leverage. The focus will be on knowing what issues are important when deciding on a particular structure to use for a particular investment and investor. One or more case studies will be used to illustrate different structures to meet different investor objectives. Anyone is welcome to register for this one-day course, whether you are working toward the NCREIF Certificate or not. Plan Sponsor Course Fee $100 Non-Plan Sponsor Course Fee $375 To learn more about the NCREIF Professional Certificate in Institutional Real Estate program, click here. ABOUT THE CERTIFICATE PROGRAM The collabora on between the Na onal Council of Real Estate Investment Fiduciaries (NCREIF) and the Southern Methodist University (SMU) Cox School of Business in Dallas, Texas, opens a unique and exci ng opportunity for professionals pursuing a career in ins tu onal real estate investment. It is also a great way to earn valuable CE credits. NCREIF member firms include the leading investment management firms with over $500 billion of capital invested in apartments, office, retail, industrial and other types of large-scale commercial property. This cer ficate program has been designed specifically to cover the concepts and techniques needed to be successful in a career related to ins tu onal real estate investment, including investments managed directly, or by investment management firms, on behalf of pension funds, endowments, founda ons, and high-net worth individuals. Six courses are required to complete the cer ficate program. Topics range from fundamental theories to cu ng edge tools and methodologies of industry prac ce. The curriculum combines the research and exper se of university professors and instructors with the prac cal knowledge and experience of industry leaders from among NCREIF s member organiza ons. Our line-up of faculty are globally-renowned thought leaders, prac oners, and sought-a er consultants in these topics and are great instructors. The program blends the vast experience of NCREIF with the technical prowess of faculty from universi es whose academic careers have also involved working with ins tu onal real estate investors. Students will be exposed to case studies, hands on analysis of investments, and the use of NCREIF s, and other databases, to evaluate markets and construct indices. Students will also find this an excellent networking opportunity, and the intellectually vibrant Southern Methodist University environment is perfect for summer learning.

4 Wednesday 7 Wednesday, November 7 7:30 am 9:00 am Breakfast Available 8:00 am 10:00 am Plan Sponsor Commi ee Breakfast Mee ng (Plan Sponsor Firm Employees Only) 8:30 am 10:30 am Informa on Management Commi ee Mee ng (Open to All) 8:30 am 10:30 am Daily Pricing Commi ee Mee ng (Closed to Contributors only 8:30a-9:15a, then Open to All) 10:45 am 12:00 pm Welcome General Session: Leadership Town Hall Presented by: Dan Dierking, NCREIF President Dan will provide the membership with important updates and announcements on several of the organiza on s ini a ves. We will also hear from the leadership of the Repor ng Standards Council, Sally Ann Flood, to provide important strategic plan updates. 12:00 pm 1:00 pm NCREIF Chairpersons Mee ng and NCREIF Luncheon 12:00 pm 1:00 pm NCREIF New A endees Orienta on Luncheon with the Ambassadors 12:00 pm 1:00 pm Opening Luncheon 1:15 pm 2:45 pm General Session Exponen al Future of Everything Moderator and Introduc ons: Jim Strezewski, NCREIF Board Chair Speaker: Geoff Kasselman, Execu ve Managing Director Newmark Knight Frank The primary theme of this presenta on is the future of technology and informa on and their impact on real estate in the decades to come. Mr. Kasselman will be looking at the major disruptors and trends over the next 5, 10 and 15 years. Mr. Kasselman, a highly regarded real estate professional and futurist, will share his thoughts on the future of our business and provide some guidance on what real estate professionals can do with his findings. Takeaways include a suggested reading list on this important topic, useful terminology for the future real estate industry, and give us some thoughts on what we should be watching for in the future. Join us this evening for a fun Welcome Event at Walt Disney World s Hollywood Studios!

5 Thursday-Friday 8--9 Thursday, November 8 7:00 am 8:15 am Breakfast 8:30 am 3:45 pm Commi ee Mee ngs and Joint Sessions Throughout the Day Some Joint Sessions Include: Florida Industrial Market Big Data vs. Li le Data Beyond Core: A Look at the Alterna ve Asset Classes 3:45 pm 5:00 pm Closing General Session Emerging Trends in Real Estate 2019 Moderator: Tracy Green, Invesco Speaker: Byron Carlock, Na onal Head of Real Estate - PWC Going into its 40th year, Emerging Trends in Real Estate is one of the oldest, most highly regarded forecast reports for the real estate and land use industry. Each edi on includes data and insights based on an extensive survey, mul ple interviews and individual market focus groups. Our session today will take a look at the latest results! 5:00 pm 9:30 pm Closing Evening Recep on at the Hotel Friday, November 9 8:00 am 9:00 am Breakfast 8:00 am 10:00 am Task Force and Project Mee ngs, Departures Conference Registration Conference Registration Fees if registered prior to November 1 (Fees include all Social Events) Tuesday s Education Program Plan Sponsor Rate $100 Tuesday s Education Program Non Plan Sponsor Rate $375 Conference Registration Plan Sponsor Rate $100 Conference Registration Non Plan Sponsor Rate $1,175 Note! There will be an additional $100 fee for all registrations received after October 31. Cancellations must be in writing and will result in a $100 fee if received after October 28. Click Here to Register for the Conference

6 Host Hotel Sold Out! Walt Disney World Swan Resort 1500 Epcot Resorts Blvd. Lake Buena Vista, FL PLEASE NOTE! The Swan Resort is now sold out. We have secured an overflow hotel, the Animal Kingdom Lodge, and a shuttle will be available between the two properties. The Lodge is close to being sold out so PLEASE make your reservations immediately! Make Online Reservations at the Lodge by Clicking Here! Situated on 87 acres of lake front property, the Walt Disney World Swan Resort is located right in the heart of the Walt Disney World Resort. It is literally steps away from Epcot and Hollywood Studios, and a quick complimentary shuttle away from the Magic Kingdom and Animal Kingdom theme parks. As a Swan guest, you re entitled to many special Disney benefits to help you make the most of your time, such as the all new MyMagic+ (Fast Pass) benefit, complimentary scheduled transportation to the Disney theme parks and attractions, on-site Disney ticket and information desks, the Extra Magic Hours benefit in the theme parks, on-site character dining, and advance tee times on championship Disney golf courses. Consider bringing the family along!