Adam O. Emmerich |
27th Annual REIT Symposium Agenda
WEDNESDAY, APRIL 19, 2023
8:00 - 8:45 AM
BREAKFAST AND ONSITE REGISTRATION
8:45 - 9:00 AM
WELCOME AND OPENING REMARKS
Marc Norman
Larry & Klara Silverstein Chair in Real Estate Development & Investment and Associate Dean, NYU SPS Schack Institute of Real Estate
Scott L. Robinson
Clinical Assistant Professor Program Coordinator, Finance & Investment Director, NYU SPS Schack Institute of Real Estate
9:00 - 9:50 AM
NAVIGATING COMPLEX CURRENTS: INTEREST RATES, VALUATION GAPS, INFLATION, CAPITAL MARKETS, AND CHANGING BUSINESS AND REGULATORY DYNAMICS
Mike Graziano
Managing Director, Goldman Sachs & Co.
[Moderator]
Conor C. Flynn
CEO, Kimco Realty Corporation
Mark Parrell
President & CEO, Equity Residential
Edward Pitoniak
CEO, VICI Properties
Owen Thomas
Chairman & CEO, BXP
9:55 - 10:15 AM
A CONVERSATION WITH RON HAVNER, CHAIRMAN OF THE BOARD, PUBLIC STORAGE
Adam O. Emmerich
Wachtell, Lipton, Rosen, and Katz
[Moderator]
Ron Havner
Chairman of the Board, Public Storage
10:20 - 11:10 AM
DEALS IN COMPLICATED TIMES
M&A, ACTIVISM, JV & FUND MODELS, STRUCTURES OUTSIDE THE BOX
Guy Metcalfe
Managing Director & Global Chairman of Real Estate, Morgan Stanley
[Moderator]
Christina Chiu
EVP, COO, & CFO, Empire State Realty Trust
Colin Connolly
President & CEO, Cousins Properties
Matthew J. Lustig
Chairman of Investment Banking, N. America & Head of Real Estate & Lodging, Lazard
Benjamin W. Schall
CEO and President, AvalonBay Communities, Inc.
11:15 - 12:15 PM
INVESTOR ROUNDTABLE
Mary Hogan-Preusse
Senior Advisor, Fifth Wall
[Moderator]
Nick Joseph
Head of the US REIT & Lodging Team, Citi Research
Lisa Kaufman
Head of LaSalle Global Solutions, LaSalle Investment Management
Cedrik Lachance
Director of Research, Green Street
Gina Szymanski
Managing Director, AEW Real Estate Securities
12:30 - 1:50 PM
CONFERENCE LUNCHEON
A CONVERSATION WITH SAM ZELL, FOUNDER & CHAIRMAN, EQUITY GROUP INVESTEMENTS
Marc Norman
Larry & Klara Silverstein Chair in Real Estate Development & Investment and Associate Dean, NYU SPS Schack Institute of Real Estate
[Moderator]
Sam Zell
Founder & Chairman, Equity Group Investments
2:00 - 2:25 PM
A CONVERSATION WITH NADEEM MEGHJI, SENIOR MANAGING DIRECTOR & HEAD OF REAL ESTATE AMERICAS, THE BLACKSTONE GROUP
Robin Panovka
Wachtell Lipton Rosen & Katz
[Moderator]
Nadeem Meghji
Head of Blackstone Real Estate – Americas, Blackstone
2:30 - 3:15 PM
GETTING AHEAD OF THE DIGITAL TIDE
Jeffrey D. Horowitz
Global Head of Real Estate & Managing Director, Gaming & Lodging Investment Banking, BofA Securities
[Moderator]
Kristin Gannon
Managing Director, Eastdil Secured
Tom Grier
Global Head, Real Estate Investment Banking, J.P. Morgan
Brendan Wallace
Co-Founder & Managing Partner, Fifth Wall
3:20 - 4:05 PM
CONVERGENCE: WILL COVID AND ITS AFTERMATH BLUR THE SECTORS AND OTHER LINES
Lauren Hochfelder
Co-CEO & Head of Americas, Morgan Stanley Real Estate Investing Managing Director
[Moderator]
Michael Bilerman
EVP, CFO & CIO, Tanger Factory Outlet Centers
Scott Brinker
President & CEO, Healthpeak Properties
Andrea Olshan
President & CEO, Seritage Growth Properties