NCREIF WINTER CONFERENCE Scottsdale, AZ Scottsdale Resort at McCormick Ranch March 12-16
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1 NCREIF WINTER CONFERENCE 2018 Scottsdale, AZ Scottsdale Resort at McCormick Ranch March 12-16
2 GENERAL AGENDA Monday, March 12 Read more about the Certificate Program on last page 9:00a 5:00p NCREIF Certificate in Institutional Real Estate Course Introduction to Institutional Real Estate Part 1 This course is designed to provide an overview of the institutional real estate market. What is the role of the different players such as investors, investment managers and consultants? What strategies do investment managers use when creating funds? How does one evaluate the strategy, structure and sponsorship of a proposed fund? How does one evaluate the actual performance of an existing fund compared to a benchmark and various risk measures? How are the values of properties and funds estimated? How can the NCREIF database be used to assist in answering the above questions? These are a few of the topics covered in this course. One or more case studies are used to reinforce the concepts. Tuesday, March 13 The beautiful Scottsdale Resort at McCormick Ranch was built in 1976 as the Scottsdale Conference Center. The location and amenities will tempt you to stay through the weekend! 9:00a 12:00p NCREIF Certificate Course Introduction to Institutional Real Estate Part 2 1:00p 5:00p NCREIF Certificate in Institutional Real Estate Course Institutional Portfolio Construction and Strategy Part 1 This course discusses top down approaches to portfolio construction and various strategies for constructing portfolios. It complements the space market analysis course which is a bottom up analysis within a particular market. Modern portfolio theory is reviewed and students use the NCREIF data to construct efficient portfolios. This is then contrasted with other portfolio construction strategies that may result in over-weighting or under-weighting different property types, geographic or economic areas, or other property and market characteristics. Of course the analysis doesn t stop when a portfolio has been constructed. As economic events unfold, the portfolio may need to be rebalanced and in some cases the strategy may need to be modified while still keeping within the style investors expect to be followed by the fund. Visit the 140 acre Desert Botanical Garden in nearby Papago Park.
3 GENERAL AGENDA Wednesday, March 14 8:00a 12:00p Certificate Course Concludes Institutional Portfolio Construction and Strategy Part 2 8:00a 10:00a NCREIF Staff Open House Stop by our Open House to ask any questions at all regarding member services, data products, demonstrations of the query tool or market analysis tools, ask us anything! 8:00a 10:00a Daily Pricing Committee Meeting All are welcome to attend 8:00a 10:00a Information Management Committee Meeting All are welcome to attend 10:15a 12:00p Conference Kickoff General Session Leadership Forum: Receive updates from NCREIF Staff, Board, Committees, Global Task Force and Reporting Standards Council 12:00p 1:15p Luncheon and First Time Attendees Luncheon with the Ambassadors 1:30p 2:45p General Session Doug Poutasse of Bentall Kennedy will moderate a session with Mary Ludgin of Heitman Capital Management and Cate Polleys of AonHewitt to discuss unique and non-traditional investments taking place. 3:00p 5:00p NCREIF Standing Committee Meetings Begin Accounting, Farmland, Performance Measurement, Research, Timberland, Valuation 5:30p 10:00p Welcome Dinner Party at the Resort Visit Old Town Scottsdale for a fun historic outing. There are several shops and restaurants I in the are to enjoy. The Heard Museum uses its collections and firstperson voice to tell the stories of American Indian cultures while at the same time celebrates the diverse achievements of today s artists. It is a must-see during your visit to Arizona!
4 GENERAL AGENDA Thursday, March 15 Friday, March 16 7:00a 8:15a Breakfast 8:30a 5:30p Standing Committee Meetings and General Sessions Continue 12:00p 1:15p Luncheon 1:30p 2:45p General Session Non-Traditional Property Sector Allocations in a Diversified Portfolio? Panelists: Green Street Dirk S. Aulabaugh, Managing Director of Advisory & Consulting Harrison Street Christopher Merrill, Co-Founder, President & CEO Callan Barbara Bernard, Sr. Vice President USAA Real Estate Mark Fitzgerald, Sr. Director of Research Moderator: Richard Kleinman, Managing Director Research & Strategy, LaSalle Investment Mgmt. Panel will focus at an asset allocation and strategy level. Answering questions such as: What strategies are managers using to best access these specialized sectors? Why does the Public REIT Market allocate so much more to these specialized sectors that the Private Institutional market? Is the investor best served by a generalist real estate manager, a sub-sector specialized manager/operator or some form of joint venture between the two? What is the appropriate allocation range in a diversified Institutional Real Estate Portfolio for these Non- Traditional property sectors? Why? 8:00a 10:30a Inter-Disciplinary Leadership Meeting RS Council and NCREIF Chairs 8:00a 12:00p Task Force Meetings and Departures 5:30p 9:30p Closing Reception at the Hotel
5 HOTEL AND TRAVEL Scottsdale Resort at McCormick Ranch 7700 E. McCormick Parkway Scottsdale, AZ (800) Click Here for Hotel Website Click Here for Room Reservations! NCREIF Group Rate: $275 Group Rate Cutoff Date: February 19, 2018 (see below!) Please Note: There has been a significant increase in our conference attendance numbers over the past couple of years and our room blocks have filled up quickly. The room block numbers are negotiated and reserved one or more years in advance of the conference dates, and although we try to secure additional guest rooms in our block, it is not always possible due to other groups holding space during our dates. We work closely with the hotel to manage a waitlist and try to accommodate as many attendees as possible, but unfortunately there may be some attendees that are not able to secure a room at the host hotel and are provided a list of alternate hotels in the area. If you are not able to make a reservation at the host hotel, please add your name to the hotel s waitlist and contact Tamara Pendley at Tpendley@NCREIF.org to let her know you are waitlisted and we will do our best to work with the hotel to secure a room for you. Ground Transportation The Scottsdale Resort is 12 miles from Sky Harbor International Airport. A one-way taxi ride will cost approximately $ NCREIF has negotiated a discounted rate with Hertz during the dates of the Winter Conference. Rates start at $51.00 per day or $ per week. To make a reservation, call or go online at and refer to meeting number CV#02QG0040. This meeting number will ensure you receive the best available rate.
6 REGISTRATION, CONTACT & CONTINUING EDUCATION Registration Fees Conference Fees are $100 for Plan Sponsors and Academics, and $1125 for all other member types. Certificate Courses are open to everyone and are $375 for Plan Sponsors and Academics, and $750 for all other member types. Refund Policy Written notice is required for all cancellations. Cancellations received after March 2 will incur a $100 administrative fee. ***We regret there are no refunds for cancellations received after March 9. Please understand that all guarantees have been given to the hotel by this date, and we are not permitted to reduce our numbers.*** Continuing Education Accounting CE Credits NCREIF is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. CFA and CIPM CE Credits NCREIF is registered with CFA Institute as an Approved Provider of continuing education programs. CLICK HERE TO REGISTER FOR THE CONFERENCE! Contact Us Please feel free to contact us with any questions at: (312) NCREIF 200 E. Randolph, #5135 Chicago, IL
7 NCREIF CERTIFICATE PROGRAM About the NCREIF Certificate in Institutional Real Estate Program The collaboration between the National Council of Real Estate Investment Fiduciaries (NCREIF) and the Southern Methodist University (SMU) Cox School of Business in Dallas, Texas, opens a unique and exciting opportunity for professionals pursuing a career in institutional real estate investment. It is also a great way to earn valuable CE credits. NCREIF member firms include the leading investment management firms with over $500 billion of capital invested in apartments, office, retail, industrial and other types of large-scale commercial property. This certificate program has been designed specifically to cover the concepts and techniques needed to be successful in a career related to institutional real estate investment, including investments managed directly, or by investment management firms, on behalf of pension funds, endowments, foundations, and high-net worth individuals. Six courses are required to complete the certificate program. Topics range from fundamental theories to cutting edge tools and methodologies of industry practice. The curriculum combines the research and expertise of university professors and instructors with the practical knowledge and experience of industry leaders from among NCREIF s member organizations. Our line-up of faculty are globally-renowned thought leaders, practitioners, and sought-after consultants in these topics and are great instructors. The program blends the vast experience of NCREIF with the technical prowess of faculty from universities whose academic careers have also involved working with institutional real estate investors. Students will be exposed to case studies, hands on analysis of investments, and the use of NCREIF s, and other databases, to evaluate markets and construct indices. Students will also find this an excellent networking opportunity, and the intellectually vibrant Southern Methodist University environment is perfect for summer learning. Courses are also periodically taught in conjunction with NCREIF s annual conferences. This summer s program at SMU will consist of the Introduction to Institutional Real Estate on July and also the Benchmarking, Attribution and Risk Analysis Course July Here is more information on that course: Benchmarking, Attribution and Risk Analysis 2 days July 18-19, 2018 at SMU This course first reviews the different return calculations used to evaluate the performance of properties and funds. Next the course explores the characteristics of an ideal property and fund level benchmark and what benchmarks are most appropriate for different investment strategies. This leads to the examination of various attribution models used to evaluate a manager s over or under performance relative to the benchmark. Did the fund perform differently because it diversified differently than the benchmark or because it did a better or worse job of selecting individual properties? Did the fund take on more or less risk than the benchmark? Did the fund earn alpha? What causes the returns for a fund to differ from the return for the properties in the fund? How do leverage, joint ventures, fee structures and other factors impact this difference? Courses Offered for NCREIF s Certificate Program in Institutional Real Estate Asset Valuation and Investment Analysis Benchmarking, Attribution and Risk Analysis Institutional Portfolio Construction and Strategy Introduction to Institutional Real Estate Space Market Analysis Structuring Institutional Investment Vehicles Contact Stacy Gaskins for more information at SGaskins@NCREIF.org
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