BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P1H REFRESH-INTERVAL:P1H CALSCALE:GREGORIAN BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU DTSTART:20070101T000000 TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:Eastern Daylight Time END:DAYLIGHT BEGIN:STANDARD RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU DTSTART:20070101T000000 TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:Eastern Standard Time END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20261202T180000 DTEND;TZID=America/New_York:20261203T161500 X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Capital Raising & Investor Relations DESCRIPTION:Attendance limits: Due to demand and space constraints\, no more than two attendees will be allowed per investment manager and no more than one attendee per industry partner. If you are currently not a NAREIM member\, please contact meeting host for more information. DETAILSWednesday\, December 2\nNetworking Reception\nLocation: TBA\nTime: 6:00pm-9:00pm CT\n\nThursday\, December 3\nMeeting\nLocation: PwC Tower\, 2121 North Pearl Street\, 20th Floor\, Dallas\, TX 75201\nTime: 8:00am-4:00pm CTThank you to our NAREIM Industry Partner PwC for providing us with space to host this meeting.\n\nAGENDA8:00am Breakfast9:00am Welcome Comments & Committee UpdateCo-Chairs:Christie Philbrick-Wheaton\, Senior Director\, Business Development\, New York Life Real Estate InvestorsShauna Dills\, Managing Director\, Principal Asset ManagementNAREIM:Marynia Kruk\, Meeting Producer9:10am Attendee Introductions\nTo help facilitate connections\, each attendee will be invited to briefly introduce themselves by stating their name and firm.9:15am Annual General Meetings: Approaches Across FirmsSession Leaders:Carla Grace\, Head of Investor Relations\, HinesHeather Belfor\, Vice President\, Investor Reporting & Operations\, Prime Finance10:15am Break10:30am Continuation Vehicles: Best Practices on Creating a True Win-Win for AllSession Leaders:Michael Chen\, Senior Managing Director\, Head of Capital Raising\, GEM Realty Capital\nTenzin Wangyal\, Senior Vice President\, Investor Relations\, Waterton11:30am Break11:45pm What's in Your Tech Stack (Including AI)?Session Leaders:Rene Firman\, Senior Associate\, Client Capital Management\, Clarion PartnersJennifer Flora\, Vice President of Investor Relations & Capital Formation\, Grubb Properties12:45pm Lunch1:45pm Capital Raising: Deep Dive Into Seasonality of The JobSession Leaders:Michael Chen\, Senior Managing Director\, Head of Capital Raising\, GEM Realty CapitalMelissa Brown\, Real Estate Specialist\, Institutional Capital Raising\, Nuveen Real Estate2:45pm Break3:00pm Investor & Consultant Rapid-Fire Panel\nMembers will hear from investors and consultants on what's working\, what's not\, where opportunities lie and what they foresee for the capital raising space. Session Leaders:Christie Philbrick-Wheaton\, Senior Director\, Business Development\, New York Life Real Estate InvestorsShauna Dills\, Managing Director\, Principal Asset Management4:00pm Meeting Adjourns\nCOMMITTEEThe Capital Raising & Investor Relations committee will come together in Spring to begin planning. Please stay tuned for committee member updates.\nCo-Chair: Christie Philbrick-Wheaton\, New York Life Real Estate InvestorsCo-Chair: Shauna Dills\, Principal Asset Management\nDyice Ellis-Beckham\, BGORene Firman\, Clarion PartnersTyler Scheppmann\, DermodyMichael Chen\, GEM Realty CapitalJennifer Flora\, Grubb PropertiesCarla Grace\, HinesMelissa Brown\, Nuveen Real EstateAndrew Knox\, PennybackerHeather Belfor\, Prime FinanceSophie Pelz\, Walker & Dunlop Investment PartnersTenzin Wangyal\, Waterton\nPAST AGENDAS2025\n2024\n2023\n2022 X-ALT-DESC;FMTTYPE=text/html:


Attendance limits: \;Due to demand and space constraints\, no more than \;two \;attendees will be allowed per investment manager and no more than \;one \;attendee per industry partner. If you are currently not a NAREIM member\, please contact meeting host for more information. \;

DETAILS

Wednesday\, December 2
Networking Reception
Location: \;TBA
Time: \;6:00pm-9:00pm CT

Thursday\, December 3
Meeting
Location: \;PwC Tower\, 2121 North Pearl Street\, 20th Floor\, Dallas\, TX 75201
Time: \;8:00am-4:00pm CT

Thank you to our NAREIM Industry Partner PwC for providing us with space to host this meeting.

AGENDA

8:00am Breakfast

9:00am Welcome Comments &\; Committee Update

Co-Chairs:

NAREIM:

9:10am Attendee Introductions
To help facilitate connections\, each attendee will be invited to briefly introduce themselves by stating their name and firm.

9:15am \;Annual General Meetings: Approaches Across Firms

Session Leaders:

10:15am Break

10:30am Continuation Vehicles: Best Practices on Creating a True Win-Win for All

Session Leaders:

11:30am Break

11:45pm What&rsquo\;s in Your Tech Stack (Including AI)?

Session Leaders:

12:45pm Lunch

1:45pm Capital Raising: Deep Dive Into Seasonality of The Job

Session Leaders:

2:45pm Break

3:00pm Investor &\; Consultant Rapid-Fire Panel
Members will hear from investors and consultants on what&rsquo\;s working\, what&rsquo\;s not\, where opportunities lie and what they foresee for the capital raising space. \;

Session Leaders:

4:00pm \;Meeting Adjourns


COMMITTEE

The Capital Raising &\; Investor Relations committee will come together in Spring to begin planning. Please stay tuned for committee member updates.


Co-Chair: \;Christie Philbrick-Wheaton\, New York Life Real Estate Investors

Co-Chair: \;Shauna Dills\, \;Principal Asset Management


Dyice Ellis-Beckham\, BGO
Rene Firman\, Clarion Partners
Tyler Scheppmann\, Dermody
Michael Chen\, GEM Realty Capital
Jennifer Flora\, Grubb Properties
Carla Grace\, Hines
Melissa Brown\, Nuveen Real Estate
Andrew Knox\, Pennybacker
Heather Belfor\, Prime Finance
Sophie Pelz\, Walker &\; Dunlop Investment Partners
Tenzin Wangyal\, \;Waterton


PAST AGENDAS

2025
2024
2023
2022



LOCATION:PwC Tower 2121 North Pearl Street 20th Floor Dallas TX 75201 UID:e.4456.1341697 SEQUENCE:3 DTSTAMP:20260721T194741Z URL:https://nareim-vista2025.growthzoneapp.com/calendar/Details/capital-raising-investor-relations-1576108?sourceTypeId=Hub END:VEVENT END:VCALENDAR