MACRO OVERVIEW 10:00-10:45 AM
Where are we today? How will the U.S. economic recovery and presidential election inform strategy, sector positioning, development trends and investment theses throughout the next cycle?
Joe Zidle, Managing Director & Chief Investment Strategist, Private Wealth Solutions Group, Blackstone
Dr. Richard Barkham, Executive Director & Global Chief Economist, CBRE
moderated by Patrice Derrington, Holliday Professor of Real Estate & Director, Real Estate Program, Columbia University GSAPP
DEVELOPMENT & INVESTMENT NOW 11:00-11:45 AM
What’s getting built, what’s not, what should be, and how to get it done to today’s sideways world.
Andrew Holm, Partner, Ares Management
Kevin Cullinan, Managing Director, Head of Investments, Mack Real Estate Credit Strategies
Craig Cogut, Partner, Pegasus Capital Partners
Phillip Gesue, ’96 MSRED, Chief Development Officer, Strategic Capital
moderated by John Jacobsson, Executive Vice President of Capital Markets, Related Companies
DISRUPTURE 12:00-12:45 PM
Volatility breeds creativity, efficiency and opportunity. Out of the GFC, the sharing economy blossomed, functionality lines blurred, everything became “SMART” and moral capitalism evolved (amongst many others). What trends will cease, which shall form and which shall accelerate out of the Great Lockdown?
Thomas Hennessy, Co-CEO, Proptech Investment Corporation II & Managing Partner, Real Estate Strategies, Hennessy Capital
Noah Greenburger, CEO & Founder of Merge Entertainment
Ryan Simonetti, Co-Founder & CEO, Convene
moderated by Zach Aarons, ’13 MBA, Co-Founder, Meta Prop NYC