28th Annual REIT Symposium Agenda

WEDNESDAY, APRIL 17, 2024


7:45 AM - 8:15 AM

BREAKFAST AND REGISTRATION


8:15 AM - 8:30 AM

WELCOME AND OPENING REMARKS

Marc Norman

Marc Norman
Larry & Klara Silverstein Chair in Real Estate and Associate Dean, NYU SPS Schack Institute of Real Estate

Scott L. Robinson

Scott L. Robinson
Professor & Director, REIT Center, NYU SPS Schack Institute of Real Estate

Robin Panovka

Robin Panovka
Partner, Wachtell, Lipton, Rosen & Katz


8:35 AM - 9:25 AM

THE VIEW FROM 10,000 FEET – Fundamentals, Capital Markets, Interest Rates and M&A

Jeffrey D. Horowitz

 

Jeffrey D. Horowitz
Global Head of Real Estate, Gaming & Lodging, BofA Securities
[Moderator]

Angela M. Aman

Angela M. Aman
Chief Executive Officer, Kilroy Realty Corporation

Thomas Bartlett

Thomas Bartlett
Special Advisor to the CEO, American Tower Corporation

Debra A. Cafaro

Debra A. Cafaro
Chairman and Chief Executive Officer, Ventas

Ron Havner

Ron Havner
Chairman of the Board, Public Storage

Owen D. Thomas

Owen D. Thomas
Chief Executive Officer, BXP


9:30 AM - 10:00 AM

A CONVERSATION WITH JOEL S. MARCUS

Robin Panovka

Robin Panovka
Wachtell Lipton Rosen & Katz
[Moderator]

Joel S. Marcus

Joel S. Marcus
Executive Chairman & Founder, Alexandria Real Estate Equities, Inc.


10:05 AM - 10:55 AM

INNOVATION & DIGITALIZATION – Looking Around the Next Corner

Thomas A. Grier

Thomas A. Grier
Global Head of Real Estate, Lodging & Gaming – Investment Banking, J.P. Morgan
[Moderator]

Conor Flynn

Conor Flynn
CEO, Kimco Realty

Andrea Olshan

Andrea Olshan
President and CEO, Seritage Growth Properties

Benjamin W. Schall

Benjamin W. Schall
President & CEO, AvalonBay Communities, Inc.

Brendan Wallace

Brendan Wallace
Co-Founder & Managing Partner, Fifth Wall

Stephen Yalof

Stephen Yalof
President and CEO, Tanger


10:55 AM - 11:15 AM

Coffee Break


11:15 AM - 11:45 AM

A CONVERSATION WITH SHARON WILSON GENO

Marc Norman

Marc Norman
Larry & Klara Silverstein Chair in Real Estate and Associate Dean, NYU SPS Schack Institute of Real Estate
[Moderator]

SHARON WILSON GENO

Sharon Wilson Geno
President, National Multifamily Housing Council/NMHC


11:50 AM - 12:40 PM

INVESTOR ROUNDTABLE

Mary Hogan Preusse

Mary Hogan Preusse
Senior Advisor, Fifth Wall
[Moderator]

Jackie Brady headshot

Jackie Brady
Head of Global Debt Solutions, PGIM Private Alternatives

Steven Buller

Steven Buller
CFA, Portfolio Manager, Fidelity Investments

Nick Joseph

Nick Joseph
Global Head of Real Estate Research and US Real Estate and Lodging Team, Citi Research

Cedrik Lachance

Cedrik Lachance
EVP, Director of Research, Green Street

Suzanne Sorkin

Suzanne Sorkin
Senior Vice President, Adelante Capital Management


12:45 PM - 1:25 PM

CONFERENCE LUNCHEON


1:25 PM - 1:55 PM

A CONVERSATION WITH JON GRAY

Adam O. Emmerich

Adam O. Emmerich
Partner, Wachtell, Lipton, Rosen & Katz
[Moderator]

Jon Gray

Jon Gray
President & COO, Blackstone

 


2:00 PM - 2:50 PM

ACTIONABLE TRENDS & DEVELOPMENTS – Getting Ahead of the Curve

Seth Weintrob

 

Seth Weintrob
Managing Director, Investment Banking, Global Head of Real Estate, Gaming and Lodging, Morgan Stanley
[Moderator]

 

H. Eric Bolton

H. Eric Bolton
Chairman and CEO, Mid-America Apartment Communities

Christina Chiu

Christina Chiu
EVP, Chief Operating Officer & Chief Financial Officer, Empire State Realty Trust

Maria R. Hawthorne

Maria R. Hawthorne
Director, Essex Property Trust

Lauren Hochfelder

Lauren Hochfelder
Co-Chief Executive Officer and Head of the Americas, Morgan Stanley Real Estate Investing

Donald C. Wood

Donald C. Wood
Chief Executive Officer, Federal Realty Investment Trust

 


2:55 PM - 3:25 PM

A CONVERSATION WITH ANDREW POWER

Adam O. Emmerich

Adam O. Emmerich
Partner, Wachtell, Lipton, Rosen & Katz
[Moderator]

Andrew Power

Andrew Power
President & Chief Executive Officer, Digital Realty


3:30 PM - 4:20 PM

KEYNOTE M&A PANEL – Doing Deals in a Complex Environment

 Andy Jonas

Andy Jonas
Managing Director, Goldman Sachs & Co. LLC
[Moderator]

Scott Brinker

Scott Brinker
President and Chief Executive Officer, Healthpeak Properties

Jackson Hsieh headshot

Jackson Hsieh
Former President & CEO, Spirit Realty Capital

Matthew Lustig

Matthew Lustig
Chairman of Investment Banking, North America; Head of Real Estate & Lodging, Lazard

Dana Petitto

Dana Petitto
Chief Operating Officer and Portfolio Manager, Brookfield REIT

Edward Pitoniak

Edward Pitoniak
Chief Executive Officer, VICI Properties


4:20 PM - 4:30 PM

NYU Schack Institute Securities Fund Presentation


4:30 PM - 5:30 PM

Conference Reception