25th Annual REIT Symposium Agenda

*ALL-ACCESS PASS REQUIRED

TUESDAY, APRIL 6, 2021


9:45 AM

WELCOME & OPENING REMARKS

Sam Chandan

SAM CHANDAN, PhD, FRICS
Larry & Klara Silverstein Chair in Real Estate Development and Investment; Associate Dean, NYU SPS Schack Institute of Real Estate

ADAM O. EMMERICH

ADAM O. EMMERICH
Partner, Wachtell, Lipton, Rosen & Katz


10:00 – 10:55 AM

THE BULL CASE FOR REITS POST-COVID, AND HOW TO PLAY IT

GUY A. METCALFE

GUY A. METCALFE
Managing Director & Global Chairman of Real Estate, Morgan Stanley
[Moderator]

CIA BUCKLEY MARAKOVITS

CIA BUCKLEY MARAKOVITS
Co-Chief Investment Officer, Dune Real Estate Partners

JASON E. FOX

JASON E. FOX
CEO, W.P. Carey

MIKE KIRBY

MIKE KIRBY
Co-founder, Director of Research, Green Street

E. NELSON MILLS

E. NELSON MILLS
President & CEO, Columbia Property Trust

GLENN RUFRANO

GLENN RUFRANO
CEO, VEREIT

A. WILLIAM STEIN

A. WILLIAM STEIN
CEO, Digital Realty Trust


11:10 AM – 12:05 PM

LONG TERM IMPACT OF COVID*

MIKE GRAZIANO

MIKE GRAZIANO
Global Co-Head of Real Estate Investment Banking, Goldman Sachs & Co. LLC
[Moderator]

EDWARD K. ALDAG, Jr.

EDWARD K. ALDAG, Jr.
Chairman, President & CEO, Medical Properties Trust

RONALD L. HAVNER, Jr.

RONALD L. HAVNER, Jr.
Chairman, Public Storage, PS Business Parks, and Shurgard Europe

OWEN D. THOMAS

OWEN D. THOMAS
CEO, Boston Properties Inc.

MARY HOGAN PREUSSE

MARY HOGAN PREUSSE
Director of Digital Realty Trust, Host Hotels & Resorts, Kimco and VEREIT


12:30 – 1:10 PM

KEYNOTE LUNCH WITH HAMID R. MOGHADAM*

ADAM O. EMMERICH

ADAM O. EMMERICH
Partner, Wachtell, Lipton, Rosen & Katz
[Moderator]

HAMID R. MOGHADAM

HAMID R. MOGHADAM
Chairman and CEO, Prologis, in conversation with Adam O. Emmerich


1:30 – 2:20 PM

PROP-TECH AND DIGITILIZATION POST-COVID

KRISTIN FRIESE GANNON

KRISTIN FRIESE GANNON
Managing Director, Eastdil Secured
[Moderator]

VICTOR J. COLEMAN

VICTOR J. COLEMAN
Chairman & CEO, Hudson Pacific Properties, Inc

WILLIAM L. MEANEY

WILLIAM L. MEANEY
President & CEO, Iron Mountain Inc.

ZAK SCHWARTZMAN

ZAK SCHWARZMAN
General Partner, MetaProp


2:30 – 3:20 PM

REIMAGINING THE FUTURE OF REAL ESTATE AND REITS IN THE DIGITAL ERA*

ROBIN PANOVKA

ROBIN PANOVKA
Partner, Wachtell, Lipton, Rosen & Katz
[Moderator]

KENNETH CAPLAN

KENNETH CAPLAN
Global Co-Head of Real Estate, The Blackstone Group

MARC C. GANZI

MARC C. GANZI
President & CEO, Colony Capital, Inc.

JOHN B. KILROY, Jr.

JOHN B. KILROY, Jr.
Chairman & CEO, Kilroy Realty Corporation

MARK S. ORDAN

MARK S. ORDAN
CEO, MEDNAX

LISA PALMER

LISA PALMER
President & CEO, Regency Centers

MARK J. PARRELL

MARK J. PARRELL
President & CEO, Equity Residential


3:30 – 4:20 PM

PRIVATE EQUITY, HEDGE FUNDS AND REITS

LAUREN HOCHFELDER SILVERMAN

LAUREN HOCHFELDER SILVERMAN
CIO and Head of the Americas, Morgan Stanley Real Estate Investing, and Managing Director of Morgan Stanley
[Moderator]

JAMES B. CONNOR

JAMES B. CONNOR
Chairman & CEO, Duke Realty Corporation

CONOR C. FLYNN

CONOR C. FLYNN
CEO, Kimco Realty Corporation

DAVID ROTH

DAVID ROTH
Partner, Head of U.S. Real Estate Private Equity, Ares Management


4:30 – 5:00 PM

FIRESIDE CHAT WITH DEBRA CAFARO

ROBIN PANOVKA

ROBIN PANOVKA
Partner, Wachtell, Lipton, Rosen & Katz
[Moderator]

DEBRA A. CAFARO

DEBRA A. CAFARO
Chairman and CEO, Ventas; Chair, The Real Estate Roundtable


*ALL-ACCESS PASS REQUIRED

WEDNESDAY, APRIL 7, 2021

10:00 – 10:55 AM

GOING ON OFFENSE*

JEFFREY D. HOROWITZ

JEFFREY D. HOROWITZ
Global Head of Real Estate, Gaming & Lodging Investment Banking, Managing Director, Bank of America Merrill Lynch
[Moderator]

H. ERIC BOLTON, Jr.

H. ERIC BOLTON, Jr.
Chairman & CEO, Mid-America Apartment Communities

JACKSON HSIEH

JACKSON HSIEH
President & CEO, Spirit Realty

SUSAN GIVENS

SUSAN GIVENS
President & CEO, New Senior Investment Group

MATTHEW J. LUSTIG

MATTHEW J. LUSTIG
Chairman of Investment Banking, North America; Head of Real Estate & Lodging, Lazard

JEFFREY S. OLSON

JEFFREY S. OLSON
Chairman & CEO, Urban Edge Properties


11:10 AM – 12:05 PM

ESG AND OTHER MAJOR TRENDS

SCOTT I. SCHAEVITZ

SCOTT I. SCHAEVITZ
Managing Director, Americas Co-Head, Real Estate Investment Banking, Barclays Capital
[Moderator]

MICHAEL J. FRANCO

MICHAEL J. FRANCO
President & CEO, Vornado Realty Trust

EDWARD PITONIAK

EDWARD PITONIAK
CEO, VICI Properties

SHERRY L. REXROAD

SHERRY L. REXROAD
Managing Director, BlackRock

BENJAMIN SCHALL

BENJAMIN SCHALL
President, AvalonBay Communities

JAMES M. TAYLOR, Jr.

JAMES M. TAYLOR, Jr.
CEO & President, Brixmor


12:30 – 1:10 PM

KEYNOTE LUNCH WITH SAM ZELL

Sam Chandan

SAM CHANDAN, PhD, FRICS
Larry & Klara Silverstein Chair in Real Estate Development and Investment; Associate Dean, NYU SPS Schack Institute of Real Estate
[Moderator]

SAM ZELL

SAM ZELL
Chairman, Equity Group Investments


1:30 – 2:20 PM

LEADING THROUGH A STORM*

SCOTT ROBINSON

SCOTT ROBINSON
Clinical Assistant Professor Program Coordinator, Finance & Investment Director, REIT Center NYU SPS Schack Institute of Real Estate [Moderator]

JOSEPH F. CORADINO

JOSEPH F. CORADINO
Chairman & CEO, Pennsylvania Real Estate Investment Trust

JEFFREY H. FISHER

JEFFREY FISHER
Chairman of the Board, CEO and President, Chatham Lodging Trust

MARGUERITE NADER

MARGUERITE NADER
President & CEO, Equity LifeStyle Properties, Inc.

MARTIN E. “HAP” STEIN, Jr.

MARTIN E. “HAP” STEIN, Jr.
Executive Chairman, Regency Centers

PAUL E. SZUREK

PAUL E. SZUREK
President & CEO, CoreSite


2:30 – 3:20 PM

A CONVERSATION WITH BARRY E. STERNLICHT*

MICHAEL J. BILERMAN

MICHAEL J. BILERMAN
Managing Director, Head of Real Estate and Lodging Team, Citi
[Moderator]

BARRY S. STERNLICHT

BARRY S. STERNLICHT
Chairman & CEO, Starwood Capital Group


3:30 – 4:20 PM

REBUILDING THE COMPANY AND ITS BALANCE SHEET POST-COVID

JONATHAN L. MECHANIC

JONATHAN L. MECHANIC
Chairman of the Real Estate Department, Fried, Frank, Harris, Shriver & Jacobson LLP
[Moderator]

GEMMA BURGESS

GEMMA BURGESS
President, Ferguson Partners

MICHAEL P. LANDY

MICHAEL P. LANDY
President & CEO, Monmouth Real Estate Investment Corporation

SANDEEP MATHRANI

SANDEEP MATHRANI
CEO, WeWork

ANNE SEGREST MCCULLOCH

ANNE SEGREST MCCULLOCH
President & CEO, Housing Partnership Equity Trust


THURSDAY, APRIL 8, 2021

Research Day