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:20261104T113000 DTEND;TZID=America/New_York:20261104T210000 X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Legal\, Compliance & Risk 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\, November 4Meeting\nLocation: Goodwin Procter\, 620 8th Avenue\, 26th Floor\, New York\, NY 10018\nTime: 11:30am-5:30pm ETNetworking Reception\nLocation: Croton Reservoir Tavern NYC\, 108 West 40th Street\, New York\, NY 10018\nTime: 6:00pm-9:00pm ETThank you to our NAREIM Industry Partner Goodwin Procter for providing us with space to host this meeting.\n\nAGENDA11:30am Attendee arrivals and lunch12:20pm Welcome Comments & Committee UpdateCo-Chairs:Penn Stabler\, Senior Vice President\, Clarion PartnersTodd Joseph\, Senior Vice President\, Chief Compliance Officer\, WatertonNAREIM:Marynia Kruk\, Meeting Producer12:25pm Attendee Introductions\nTo help facilitate connections\, each attendee will be invited to briefly introduce themselves by stating their name and firm.12:30pm The Promise of Generative AI: What Can Go RightSession Leader:Nowelle Nanavati\, Vice President\, Deputy General Counsel\, Enterprise Community InvestmentAdam Lesnick\, Head of Legal\, StepStone Real Estate1:15pm Break1:30pm Generative AI Reality Check: What Can Go WrongSession Leaders:Marc Leiding\, Vice President\, Compliance\, Carmel Partners\nStephen Erwin\, Senior Vice President\, Assistant General Counsel\, & Chief Compliance Officer of Investment Banking and Advisory\, Walker & Dunlop Investment Partners2:15pm Break2:30pm Data Security\, Reg S-P & Vendor Oversight \nThrough breakout discussions organized by firm size\, participants will compare challenges\, share practices\, and discuss effective approaches to supervising vendors and safeguarding clients' nonpublic personal information.Session Leaders:Kimberly Versace\, Chief Compliance Officer\, National Real Estate AdvisorsTodd Joseph\, Senior Vice President\, Chief Compliance Officer\, Waterton\n3:00pm Break3:15pm Conflicts: Balancing Fairness & FundraisingSession Leaders:Emidio Morizio\, Chief Compliance Officer\, Madison International RealtyAnthony Conte\, Chief Compliance Officer\, PGIM4:15pm Break4:30pm What's on Your Mind?\nA rapid-fire\, top-of-mind roundup designed to cover timely issues that may not warrant a full standalone session. This session will provide a temperature check on topics including\, valuations\, lessons learned from recent SEC exams\, the AML Rule\, 506(c)\, Marketing Rule compliance\, and ESG\, along with additional topics raised by attendees.Session Leaders:Jeff Morandi\, Chief Compliance Officer\, Berkshire Residential InvestmentsPenn Stabler\, Senior Vice President\, Clarion PartnersJeff Jacobs\, Chief Legal Officer\, PGIM5:30pm Meeting Adjourns\nCOMMITTEECo-Chair: Penn Stabler\, Clarion PartnersCo-Chair: Todd Joseph\, Waterton\nJeff Morandi\, Berkshire Residential InvestmentsKathryn Maher\, Cabot PropertiesMarc Leiding\, Carmel PartnersNowelle Nanavati\, Enterprise Community InvestmentAlex Jacobs\, Goodwin ProcterEmidio Morizio\, Madison International RealtyKimberly Versace\, National Real Estate AdvisorsJeff Jacobs & Anthony Conte\, PGIMAdam Lesnick\, StepStone Real EstateStephen Erwin\, Walker & Dunlop Investment Partners\nPAST AGENDAS202520242023 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\, November 4

Meeting
Location: \;Goodwin Procter\, 620 8th Avenue\, 26th Floor\, New York\, NY 10018
Time: \;11:30am-5:30pm ET

Networking Reception
Location: \;Croton Reservoir Tavern NYC\, 108 West 40th Street\, New York\, NY 10018
Time: \;6:00pm-9:00pm ET

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

AGENDA

11:30am Attendee arrivals and lunch

12:20pm Welcome Comments &\; Committee Update

Co-Chairs:

NAREIM:

12:25pm Attendee Introductions
To help facilitate connections\, each attendee will be invited to briefly introduce themselves by stating their name and firm.

12:30pm The Promise of Generative AI: What Can Go Right

Session Leader:

1:15pm Break

1:30pm Generative AI Reality Check: What Can Go Wrong

Session Leaders:

2:15pm Break

2:30pm Data Security\, Reg S-P &\; Vendor Oversight \;
Through breakout discussions organized by firm size\, participants will compare challenges\, share practices\, and discuss effective approaches to supervising vendors and safeguarding clients&rsquo\; nonpublic personal information.

Session Leaders:

3:00pm Break

3:15pm Conflicts: Balancing Fairness &\; Fundraising

Session Leaders:

4:15pm Break

4:30pm What'\;s on Your Mind?
A rapid-fire\, top-of-mind roundup designed to cover timely issues that may not warrant a full standalone session. This session will provide a temperature check on topics including\, valuations\, lessons learned from recent SEC exams\, the AML Rule\, 506(c)\, Marketing Rule compliance\, and ESG\, along with additional topics raised by attendees.

Session Leaders:

5:30pm \;Meeting Adjourns


COMMITTEE

Co-Chair: \;Penn Stabler\, Clarion Partners

Co-Chair: \;Todd Joseph\, Waterton


Jeff Morandi\, Berkshire Residential Investments

Kathryn Maher\, Cabot Properties

Marc Leiding\, Carmel Partners

Nowelle Nanavati\, Enterprise Community Investment

Alex Jacobs\, Goodwin Procter

Emidio Morizio\, Madison International Realty

Kimberly Versace\, National Real Estate Advisors

Jeff Jacobs &\; Anthony Conte\, PGIM

Adam Lesnick\, StepStone Real Estate

Stephen Erwin\, Walker &\; Dunlop Investment Partners


PAST AGENDAS

2025

2024

2023



LOCATION:Goodwin Procter\, 620 8th Avenue 26th Floor New York NY 10018 UID:e.4456.1341548 SEQUENCE:3 DTSTAMP:20260721T194837Z URL:https://nareim-vista2025.growthzoneapp.com/calendar/Details/legal-compliance-risk-1575704?sourceTypeId=Hub END:VEVENT END:VCALENDAR