ANGIE KAMATH
Dean, NYU School of Professional Studies
26th Annual REIT Symposium Agenda
THURSDAY, APRIL 7, 2022
7:45−8:15 AM
Breakfast and Onsite Registration
8:15−8:30 AM
WELCOME AND OPENING REMARKS
MARC NORMAN
Newly appointed Larry & Klara Silverstein Chair in Real Estate Development & Investment, and Associate Dean of the Schack Institute of Real Estate
ROBIN PANOVKA
Partner, Wachtell, Lipton, Rosen & Katz
8:35−9:20 AM
THE NEW WORLD ORDER FOR REITS
SETH WEINTROB
Managing Director and Global Head of Real Estate, Morgan Stanley
[Moderator]
RONALD L. HAVNER, Jr.
Chairman of the Board for Public Storage, PS Business Parks, and Shurgard Europe, Public Storage
MARY HOGAN-PREUSSE
Senior Advisor, Fifth Wall
MATTHEW J. LUSTIG
Chairman of Investment Banking, North America; Head of Real Estate & Lodging, Lazard
9:25−9:50 AM
THE FUTURE OF AMERICAN CITIES
KEYNOTE CONVERSATION WITH STEPHEN M. ROSS
STEPHEN M. ROSS
Chairman, Related Companies
MARC NORMAN
Newly appointed Larry & Klara Silverstein Chair in Real Estate Development & Investment, and Associate Dean of the Schack Institute of Real Estate
[Moderator]
9:55−10:40 AM
ESG -- DRIVER OF GROWTH, ACTIVISM AND DEALS
JEFFREY D. HOROWITZ
Global Head of Real Estate, Gaming and Lodging Investment Banking, Managing Director, BofA Securities
[Moderator]
CONOR FLYNN
Chief Executive Officer, Kimco Realty Corporation
SHERRY REXROAD
Executive Vice President – Chief Financial Officer, Treasurer and Assistant Secretary, STORE Capital
BENJAMIN W. SCHALL
Chief Executive Officer and President, AvalonBay Communities
10:45−11:00 AM
Coffee Break
11:00−11:25 AM
REITs and the Economy Post-Covid
A CONVERSATION WITH DEBRA A. CAFARO
DEBRA A. CAFARO
Chairman and Chief Executive Officer, Ventas
MARY ANN DEIGNAN
Co-Head of Capital Markets Advisory, Lazard Frères & Co
[Moderator]
11:30 AM−12:25 PM
M&A IN A POST-COVID WORLD
ADAM O. EMMERICH
Partner, Wachtell, Lipton, Rosen & Katz
[Moderator]
DEVIN CHEN
Head of Real Estate Strategy, PIMCO
E. NELSON MILLS
President and CEO, Columbia Property Trust
EDWARD PITONIAK
CEO, VICI Properties
GLENN J. RUFRANO
Former CEO, VEREIT, Inc.
PAUL E. SZUREK
Former CEO, CoreSite Realty Corporation
12:30−1:50 PM
CONFERENCE LUNCHEON
A CONVERSATION WITH SAM ZELL
SAM ZELL
Founder & Chairman, Equity Group Investments
2:00 – 2:25 PM
OPPORTUNITIES IN THE POST-PANDEMIC ENVIRONMENT
A CONVERSATION WITH KENNETH A. CAPLAN
KENNETH A. CAPLAN
Global Co-Head of Real Estate, Blackstone Real Estate
ROBIN PANOVKA
Partner, Wachtell, Lipton, Rosen & Katz
[Moderator]
2:30−3:15 PM
GOING ON OFFENSE POST-PANDEMIC
LAUREN HOCHFELDER
Managing Director, Co-Chief Executive Officer of MSREI and Head of MSREI Americas, Morgan Stanley
[Moderator]
EDWARD K. ALDAG, Jr.
Chairman, President and CEO, Medical Properties Trust
CEDRIK LACHANCE
EVP, Director of Research, Green Street
ANDREA OLSHAN
President and Chief Executive Officer, Seritage Growth Properties
DAVID A. ROTH
Partner, Head of U.S. Real Estate Private Equity, Ares Management
MARTIN E. “HAP” STEIN, Jr.
Executive Chairman, Regency Centers
3:20−3:45 PM
THE FUTURE OF OFFICES AND CO-WORKING
CLOSING KEYNOTE
ONE ON ONE WITH SANDEEP MATHRANI
SANDEEP MATHRANI
CEO, WeWork Companies
MICHAEL J. BILERMAN
Managing Director, Head of Real Estate and Lodging Team, Citi
[Moderator]
3:50-4:35 PM
GETTING AHEAD OF TECHNOLOGY AND OTHER TRENDS
ANDY J. JONAS
Managing Director, Global Co-Head of Real Estate, Goldman Sachs
[Moderator]
JACKSON HSIEH
President and CEO, Spirit Realty Capital
JEFFREY S. OLSON
Chairman and Chief Executive Officer, Urban Edge Properties
OWEN THOMAS
CEO, BXP