Agenda

• Tue, Jan 17, 2023
• Wed, Jan 18, 2023
• Thu, Jan 19, 2023

4:00 pm - 5:00 pm

Springboard alumni only mixer

5:00 pm - 6:00 pm

Investor and manager roundtable mixer

Tables will have the option of discussing one of several topics with predetermined starter questions.

Topics: TBA

6:00 pm - 6:30 pm

Adjourn

12:00 pm - 12:15 pm

Wrap-up summary

1:00 pm - 6:00 pm

Afternoon networking activities

6:00 pm - 7:30 pm

Heavy hors d’oeuvres and cocktails

7:30 pm - 7:30 pm

Adjourn

12:00 pm - 12:45 pm

Defining quality markets of the future Loretta Clodfelter (Senior Editor, Institutional Real Estate Americas), Emi Adachi (Director of North America Research and Global Co-Head of Research Operations), John Chang (Senior VP, National Director Research Services), Chae Hong (Partner)

Will secondary cities overtake gateway cities as a destination for investor capital? What makes secondary cities’ growth in population and valuations sustainable? Will they offer resilience in market downturns and recoveries? Which markets will have the best futures, and why?

12:45 pm - 1:45 pm

Lunch

1:45 pm - 2:30 pm

360 View of a REOC Programmatic Investment Program Chase McWhorter (Managing Director, Americas and Infrastructure), Russell Dixon (Chairman & CEO), Taylor Mammen (Chief Executive Officer), Scott Stuckman (Executive Managing Director), Jonathan Van Gorp (Managing Director)

Examine a programmatic program looking at both direct & indirect approach with an operator and investor, consultant, and other approach: operator, investment manager, investor & consultant. Find out where does a programmatic program fit into an investor’s program? What are the trade-offs with this type of strategy? Review best practices related to creating this type of programs to help you develop a more successful REOC partnership.

2:30 pm - 3:15 pm

Lenders’ perspectives: Economy, markets and sectors Loretta Clodfelter (Senior Editor, Institutional Real Estate Americas), Ronnie Gul (Principal), Daniel Heflin (Founding Partner & Co-CIO), Carolyn Powell (Managing Director)

Financial lending institutions are on the front lines of emerging trends related to the economy, markets and real estate sectors. Gain additional insights on evolving deals, terms, structures. Find out what markets and sectors might be fading and which ones to watch more closely.

3:15 pm - 3:45 pm

Networking break

3:45 pm - 4:30 pm

Global capital-flow trends: Portfolio rebalancing and denominator effect Tom Parker (Executive Vice President and Publisher), Indraneel Karlekar (Global Head of Research and Strategy), Eduardo Park (Investment Officer), Thomas Mueller-Borja (Managing Director)

What are the drivers of portfolio rebalancing and the impact of denominator effect? How might these trends develop during the next three to five years? What are the challenges and risks that investors are focusing on? How are investors’ capital allocations evolving? To set the stage for panel discussion, we will present data from our annual investor survey and IREI.Q (formerly FundTracker), which will provide a macro equity and debt capital-flows trends for us

4:30 pm - 5:15 pm

Advisory board wrap-up forum Chae Hong (Partner), Taylor Mammen (Chief Executive Officer), Angela Miller-May (Chief Investment Officer), Paul Mouchakkaa (Senior Managing Director, Head of Real Estate), Alison Yager (Partner, Global Leader Real Estate)

5:15 pm - 5:30 pm

Closing remarks Loretta Clodfelter (Senior Editor, Institutional Real Estate Americas), Chase McWhorter (Managing Director, Americas and Infrastructure), John McClelland (Board Member)

5:30 pm - 6:30 pm

Adjourn

6:30 pm - 7:30 pm

Gala cocktail reception

7:30 pm - 8:30 pm

Gala dinner and after party