NCREIF Fall Conference 2017 Palm Beach, FL. November 6 9

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1 Fall Conference 2017 Palm Beach, FL November 6 9

2 Overview Agenda Monday, November 6 10:00 am 12:00 pm Ambassadors Mee ng (by invita on only) 12:00 pm 1:00 pm Educa on Program A endees Lunch 12:00 pm 10:00 pm Board Lunch, Mee ng and Dinner 1:00 pm 6:00 pm Educa on Program: Performance Returns Calcula ons Seminar (See course descrip on a ached) 4:30 pm 6:30 pm Repor ng Standards Council Strategy Session (closed session) Tuesday, November 7 7:30 am 9:00 am Breakfast Available 8:30 am 10:30 am Informa on Management Commi ee Mee ng 8:30 am 10:30 am Daily Pricing Commi ee Mee ng (Closed to Contributors only 8:30a 9:30a) 10:30 am 1:15 pm NFI ODCE Managers Mee ng (closed session) 10:30 am 12:00 pm Repor ng Standards Council Mee ng (open to all) 12:00 pm 1:15 pm Chairpersons Luncheon Mee ng 12:00 pm 1:15 pm New A endees Orienta on Luncheon with the Ambassadors 12:00 pm 1:15 pm Luncheon 1:30 pm 2:45 pm Opening General Session The Future of Retail 3:00 pm 5:00 pm Commi ee Mee ngs 3:00 pm 5:00 pm Closed End Fund Manager Task Force Mee ng 5:15 pm 6:30 pm Data Webinar Hosted Live from the Eau 6:30 pm 10:00 pm Welcome Tropical Party at the Resort

3 Overview Agenda Wednesday, November 8 7:00 am 6:00 pm Conference Registra on 7:00 am 8:15 am Breakfast 8:30 am 12:00 pm Commi ee Mee ngs and Joint Commi ee Sessions 10:45 am 12:00 pm Commi ee Mee ngs and Joint Commi ee Sessions 12:00 pm 1:15 pm Luncheon 1:30 pm 2:45 pm General Session Proptech Live! (See session descrip on a ached) 3:00 pm 5:15 pm Commi ee Mee ngs and Joint Commi ee Sessions 5:15 pm 9:30 pm Closing Evening Recep on at the Resort Thursday, November 9 8:00 am 9:00 am Breakfast, Task Force Mee ngs and Departures 9:00 am 12:00 pm Commi ee Chair Planning Mee ng for 2018 Joint Sessions

4 Performance Returns Calculations Seminar Monday, November 6 1p 6p Instructor: Joe D Alessandro, The release of the AIMR (now GIPS) Standards in 1993 was the first step in the standardiza on of real estate performance returns. However, the GIPS Standards provided guidance primarily on presenta on and disclosure, and very li le on the calcula on of real estate performance. The Real Estate Informa on Standards (1995) furnished performance measurement calcula on standards through the presenta on of industrystandard formulas and related guidelines. The release of the Performance Returns Workbook followed in 1996, providing more detail and prac cal guidance on the calcula on process, including explana ons of the inputs to the standard formulas, sample Excel spreadsheets for performing the required calcula ons, data sources and suggested calcula on techniques for various situa ons. The Calcula on of Real Estate Performance Returns Seminar steers the par cipant through the Worbook. The Workbook provides the user with spreadsheet templates and explanatory narra ve; the Seminar is a hands on journey through those templates, with detailed discussions of the narra ve and the spreadsheets. Si ng at individual computers and working with Excel spreadsheet templates, the class reviews the inputs, formulas and calcula ons that generate the Investment Level and Property Level returns used in today s ins tu onal real estate environment. Each formula is examined and the inputs reviewed. The linking process that produces mul period returns is explained and demonstrated. Finally, recommended guidance for a variety of return scenarios is presented and discussed. The last hour of the seminar will include advanced excel techniques to make your work more efficient, more fun and more impressive. These ps and tricks will help you analyze the volumes of returns and data that you work with every day. Specifically, we will learn ways to organize your spreadsheets, excel formulas for calcula ng returns and pivot tables and pivot charts for slicing, dicing and viewing the data. Excel is a powerful tool, so let s learn how to leverage it to make our jobs more crea ve and more produc ve. The Calcula ons of Real Estate Performance Returns Seminar is recommended for anyone responsible for the calcula on, review, or repor ng of me weighted real estate returns.

5 Proptech Live! Wednesday, November 8 at 1:30p.m. GENERAL SESSION These three panelists have created a walk through to remember! Bringing the best technologies together, from two of the largest, Microso and IBM, to one of the newest, AMP, to show you what s possible now and what s in the future of major innova ons in proptech. Visualize Analyze Improve property decisions Our three panelists: Niraj Patel, CIO, IBM Lending Pla orms Niraj Patel is a technology execu ve with a successful track record of uncovering a corpora on s hidden value and opportuni es to create long term innova ve solu ons to increase market share and profitability. His successful plans have included strategies to address organic growth, in organic growth through acquisi ons, investments, technology solu ons and exit strategies. Mr. Patel is currently the CIO of IBM s Lending Pla orms and an execu ve member of the innova ve IBM Mortgage Team specializing in delivering Watson, cogni ve machine learning solu ons, the cloud, big data, blockchain and evidence based decisioning to transform the mortgage industry. Jim Prussack, Microso Corp. Jim Prussack is Partner Technology Manager focused on Dynamics 365 at Microso. He is a Senior Director in the new One Commercial Partner (OCP) division, responsible for helping ISV s and SI's deliver differen ated business solu ons on Microso Dynamics 365 technologies. Neel Naicker, Co Founder and CEO, AMP Technologies Neel Naicker is the Co Founder and Chief Execu ve Officer at AMP Technologies. He assumed the role in October Neel has over 20+ years of experience in Execu ve Management, Business Development and crea ng Transforma onal Digital Value Proposi ons both in Consumer and B2B Enterprises. As Co Founder and CEO, Neel leads AMP s vision to change the way commercial real estate leverages technology and interacts as an industry. Under his guidance, AMP is providing innova ve capabili es for clients to access key data that delivers high value insights. AMP has won numerous awards and is viewed as a thought leader in the technology and innova on space in commercial real estate, a mul trillion dollar industry.

6 Registration and CE Credits Information Conference Registra on Conference Fees are $100 for Plan Sponsors and Academics and $1125 for all other member types. Fees include all social events. Please Note! The Performance Returns Calcula ons Seminar on Monday is a Separate Fee! Fees are $125 for Plan Sponsors and Academics, and $350 for all other member types. Refund Policy Wri en no ce is required for all cancella ons. Cancella ons received a er October 21 will incur a $100 administra ve fee. ***We regret there are no refunds for cancella ons received a er October 31. Please understand that all guarantees have been given to the hotel by this date, and we are not permi ed to reduce our numbers.*** CLICK HERE TO REGISTER FOR THE CONFERENCE! Con nuing Educa on Accoun ng CE Credits is registered with the Na onal Associa on of State Boards of Accountancy (NASBA) as a sponsor of con nuing professional educa on on the Na onal 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 is registered with CFA Ins tute as an Approved Provider of con nuing educa on programs.

7 Eau Palm Beach Resort 100 South Ocean Boulevard Palm Beach, FL (855) Reserva ons Group Rate: $269 Group Rate Cutoff Date: October 13, 2017 Hotel and Travel Information Please note! Once the group room block has been filled, whether it is prior to the cutoff date or not, rooms are on a space/rate available basis only. Reserve rooms early! Click Here to Make Online Hotel Reserva ons! Please note online reserva ons can be made for travel dates of November 5 9 only. If you require addi onal days please contact the hotel directly to make reserva ons at (855) Ground Transporta on Informa on The closest airport is Palm Beach Interna onal Airport (PBI) located just 12 miles north. You can also fly into Fort Lauderdale Hollywood Interna onal Airport (FLL) 42 miles south, or Miami Interna onal Airport (MIA) which is located about 63 miles south. Car service and cabs are available from these airports, please give the hotel a call if you would like them to help arrange your transporta on. Car Rental Informa on has nego ated a discounted rate with Hertz during the dates of the Fall Conference. Rates start at $19.00 per day or $ per week. To make a reserva on, call or go online at and refer to mee ng number CV# 02QG0039. This mee ng number will ensure you receive the best available rate.

8 General Information Dress Code Business Casual with the excep on of Tuesday evening s tropical party please arrive comfortably dressed in your favorite tropical/casual a re! Flip flops are even welcome! Spouses and Families Please bring your spouse and/or children at no addi onal fee! Remember to include that informa on on your conference registra on form. The beach at this resort is truly spectacular, and the resort also offers children and teen club ac vi es. So bring the family and enjoy this property if you are able to! Special Meals Please remember to let us know if you require a special meal! You may enter that informa on on your conference registra on form. Contact Us If you have any ques ons at all, please contact us at Events@.org or at (312)