Marc Norman
Larry & Klara Silverstein Chair in Real Estate and Associate Dean, NYU SPS Schack Institute of Real Estate
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
Scott Robinson
Professor & Director, REIT Center, NYU SPS Schack Institute of Real Estate
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
Global Head of Real Estate, Gaming & Lodging, BofA Securities
[Moderator]
Angela M. Aman
Chief Executive Officer, Kilroy Realty Corporation
Thomas Bartlett
Special Advisor to the CEO, American Tower Corporation
Debra A. Cafaro
Chairman and Chief Executive Officer, Ventas
Ron Havner
Chairman of the Board, Public Storage
Owen D. Thomas
Chairman & Chief Executive Officer, BXP
9:30 AM - 10:00 AM
A CONVERSATION WITH JOEL S. MARCUS
Robin Panovka
Partner, Wachtell, Lipton, Rosen & Katz
[Moderator]
Joel S. Marcus
Executive Chairman & Founder, Alexandria Real Estate Equities, Inc.
10:05 AM - 10:55 AM
INNOVATION & DIGITALIZATION – Looking Around the Next Corner
Willy Schlumberger
Managing Director, Real Estate Investment Banking, J.P. Morgan
[Moderator]
Conor Flynn
CEO, Kimco Realty
Andrea Olshan
President and CEO, Seritage Growth Properties
Benjamin W. Schall
President & CEO, AvalonBay Communities, Inc.
Brendan Wallace
Co-Founder & Managing Partner, Fifth Wall
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
Larry & Klara Silverstein Chair in Real Estate and Associate Dean, NYU SPS Schack Institute of Real Estate
[Moderator]
Sharon Wilson Geno
President, National Multifamily Housing Council/NMHC
11:50 AM - 12:40 PM
INVESTOR ROUNDTABLE
Mary Hogan Preusse
Senior Advisor, Fifth Wall
[Moderator]
Jackie Brady
Head of Global Debt Solutions, PGIM Private Alternatives
Steven Buller
CFA, Portfolio Manager, Fidelity Investments
Nick Joseph
Global Head of Real Estate Research and US Real Estate and Lodging Team, Citi Research
Cedrik Lachance
EVP, Director of Research, Green Street
Suzanne Sorkin
Senior Vice President, Adelante Capital Management
12:45 PM - 1:25 PM
CONFERENCE LUNCHEON
1:15 PM - 1:45 PM
A CONVERSATION WITH JON GRAY
Adam O. Emmerich
Partner, Wachtell, Lipton, Rosen & Katz
[Moderator]
Jon Gray
President & COO, Blackstone
2:00 PM - 2:50 PM
ACTIONABLE TRENDS & DEVELOPMENTS – Getting Ahead of the Curve
Seth Weintrob
Managing Director, Investment Banking, Global Head of Real Estate, Gaming and Lodging, Morgan Stanley
[Moderator]
H. Eric Bolton
Chairman and CEO, Mid-America Apartment Communities
Christina Chiu
President, Empire State Realty Trust
Lauren Hochfelder
Co-Chief Executive Officer and Head of the Americas, Morgan Stanley Real Estate Investing
Dana Petitto
Chief Operating Officer and Portfolio Manager, Brookfield REIT
Donald C. Wood
Chief Executive Officer, Federal Realty Investment Trust
2:55 PM - 3:25 PM
A CONVERSATION WITH ANDREW POWER
Adam O. Emmerich
Partner, Wachtell, Lipton, Rosen & Katz
[Moderator]
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
Managing Director, Goldman Sachs & Co. LLC
[Moderator]
Scott Brinker
President and Chief Executive Officer, Healthpeak Properties
Jackson Hsieh
CEO & President, Macerich
Matthew Lustig
Chairman of Investment Banking, North America; Head of Real Estate & Lodging, Lazard
4:20 PM - 4:30 PM
NYU Schack Institute Securities Fund Presentation
Scott Robinson
Professor & Director, REIT Center, NYU SPS Schack Institute of Real Estate
[Moderator]
John Lawrence
MS in Real Estate Candidate, President of NYU REIT Investment Fund, Analyst at Ashcroft Capital
Anton Pick
MS in Real Estate Candidate, Portfolio Manager of NYU REIT Investment Fund