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

ANGIE KAMATH

ANGIE KAMATH
Dean, NYU School of Professional Studies

Marc Norman

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

ROBIN PANOVKA
Partner, Wachtell, Lipton, Rosen & Katz


8:35−9:20 AM

THE NEW WORLD ORDER FOR REITS

SETH WEINTROB

SETH WEINTROB
Managing Director and Global Head of Real Estate, Morgan Stanley
[Moderator]

RONALD L. HAVNER, Jr.

RONALD L. HAVNER, Jr.
Chairman of the Board for Public Storage, PS Business Parks, and Shurgard Europe, Public Storage

MARY HOGAN PREUSSE

MARY HOGAN-PREUSSE
Senior Advisor, Fifth Wall

MATTHEW J. LUSTIG

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

STEPHEN M. ROSS
Chairman, Related Companies

Marc Norman

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

JEFFREY D. HOROWITZ
Global Head of Real Estate, Gaming and Lodging Investment Banking, Managing Director, BofA Securities
[Moderator]

CONOR FLYNN

CONOR FLYNN
Chief Executive Officer, Kimco Realty Corporation

SHERRY L. REXROAD

SHERRY REXROAD
Executive Vice President – Chief Financial Officer, Treasurer and Assistant Secretary, STORE Capital

BENJAMIN W. SCHALL

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

DEBRA A. CAFARO
Chairman and Chief Executive Officer, Ventas

MARY ANN DEIGNAN

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

ADAM O. EMMERICH
Partner, Wachtell, Lipton, Rosen & Katz
[Moderator]

Devin Chen

DEVIN CHEN
Head of Real Estate Strategy, PIMCO

 

E. NELSON MILLS

E. NELSON MILLS
President and CEO, Columbia Property Trust

EDWARD PITONIAK

EDWARD PITONIAK
CEO, VICI Properties

GLENN J. RUFRANO

GLENN J. RUFRANO
Former CEO, VEREIT, Inc.

PAUL E. SZUREK

PAUL E. SZUREK
Former CEO, CoreSite Realty Corporation


12:30−1:50 PM

CONFERENCE LUNCHEON

A CONVERSATION WITH SAM ZELL

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

KENNETH A. CAPLAN
Global Co-Head of Real Estate, Blackstone Real Estate

ROBIN PANOVKA

ROBIN PANOVKA
Partner, Wachtell, Lipton, Rosen & Katz
[Moderator]


2:30−3:15 PM

GOING ON OFFENSE POST-PANDEMIC

Lauren Hochfelder

LAUREN HOCHFELDER
Managing Director, Co-Chief Executive Officer of MSREI and Head of MSREI Americas, Morgan Stanley
[Moderator]

EDWARD K. ALDAG, Jr.

EDWARD K. ALDAG, Jr.
Chairman, President and CEO, Medical Properties Trust

Cedrik Lachance

CEDRIK LACHANCE
EVP, Director of Research, Green Street

ANDREA OLSHAN

ANDREA OLSHAN
President and Chief Executive Officer, Seritage Growth Properties

DAVID A. ROTH

DAVID A. ROTH
Partner, Head of U.S. Real Estate Private Equity, Ares Management  

MARTIN E. “HAP” STEIN

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

SANDEEP MATHRANI
CEO, WeWork Companies

MICHAEL J. BILERMAN

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

ANDY J. JONAS
Managing Director, Global Co-Head of Real Estate, Goldman Sachs
[Moderator]

JACKSON HSIEH

JACKSON HSIEH
President and CEO, Spirit Realty Capital

JEFFREY S. OLSON

JEFFREY S. OLSON
Chairman and Chief Executive Officer, Urban Edge Properties

OWEN THOMAS

OWEN THOMAS
CEO, BXP