California Institutional Real Estate Investor Forum 2018 | Markets Group | 26 April 2018 | Marines' Memorial Club, 609 Sutter St. San Francisco, CA 94102, USA

The Pacific Institutional Real Estate Investor Forum San Francisco is a closed-door meeting for investment officers and trustees from public and corporate pensions, endowments, foundations, insurance companies, hospital plans, family offices and wealth managers from the Pacific region to share peer-to-peer case studies on allocating to institutional real estate. The event is complimentary and open to institutional investors only, with no tickets or entry available to external parties.

Key Discussion Topics
2018 Institutional Real Estate Strategy Overview:
Real estate fundamentals are still strong six years into an expansionary cycle.

Selecting Outperforming Submarkets:
Evaluating local economies on a submarket level, versus a macro-level.

Capitalizing on a Crowded Core Market:
Finding investment opportunities in light of solid growth and a foreign buyer glut.

Public vs Private:
Leveraging the liquidity benefits of REITs and the benefits of a largely core-focused security.

Investing Overseas:
Examining the role of core, value-add and opportunistic in your international portfolio.

Fundamental Factors in GP Selection:
Understanding how investors currently source and screen managers for real estate vehicles.

2018 Speakers:

James McCallum
Chief Financial Officer, Sacramento Region Community Foundation

Ted Egan
Chief Economist, City and County of San Francisco

Marty Dirks
Trustee, San José Federated City Employees’ Retirement System

Brendan MacDonald
Partner, StepStone Group

Emily Johnstone
Managing Director, AFL- CIO Housing Investment Trust

John Humphreys
Vice President, Meketa Investment Group

Faye Beverett
Principal, Bard Consulting LLC

Seth R. Freeman, CIRA,
Senior Managing Director, EM Capital Management, LLC

Bill Haynor
Chairman, Investment Committee, San Diego City Employees' Retirement System

Lisa Russell
Chief Investment Officer, Peak Trust Company

Larry Powell
President, LP Institutional

Malia Cohen
Trustee, San Francisco Employees’ Retirement System

Jan Mende
Senior Vice President, Callan

Glenn Ezard
Senior Investment Consultant, Segal Marco Advisors

Michael Tussie
Managing Director, Summit Real Estate Group

Sage Lincoln
Senior Research Director, Global Manager Research, Wells Fargo Investment Institute

2017 Speakers:

Prashant Tewari
Partner, Consultant, Townsend Group

John Ritter
Managing Director of Real Assets, University of California

Brendan MacDonald
Partner, StepStone Group

Brian Zeiger
Managing Director, Hall Capital Partners

James Hyatt
Associate Director, Center for Studies in Higher Education, UC Berkeley

Max Giolitti
Chief Risk Officer, Verus

Damon Pitler
Managing Director, Portfolio Manager, Private Funds, Amherst Capital Management

Faye Beverett
Principal, Bard Consulting LLC

Joshua Harrington
Director of Research, RBO & Co. Investment Management

Stuart Blair
Director of Research, Canterbury Consulting

Judy Moses
Partner, Portfolio Manager, Evercore Wealth Management

Emily Johnstone
Managing Director, AFL- CIO Housing Investment Trust

Mike Hu
Senior Vice President, Gaw Capital Partners

Amy Price
President and Chief Investment Officer, Bentall Kennedy

Stephen Roulac
Chief Executive Officer, Roulac Global LLC

2018 Sponsors:

• Summit Real Estate Group
• L|C|N Capital Partners
• Azure Partners LLC
• Almanac Realty Investors
• Manulife Asset Management
• PathFinder Partners, LLC
• Starcity
• ASK
• Waltons Capital
• Encore Capital Management
• Kennedy Wilson
• TH Real Estate
• Isles Ranch Partners
• HighBrook
• Apartment Income Investors