Investment Platform

USA Conference 2021

Date: 16 June 2021
Falkenstein Grand Hotel
Debusweg 6-18, 61462 Königstein im Taunus

Website: Falkenstein Grand
For room reservation:
Hotline: +496174 900
Code: USA Conference

For each year's conference, the organizers assemble an impressive group of experts on various sectors of the US real estate markets. All speakers are real estate experts and come from the US. They share their insights and forecasts through a series of focused presentations, culminating in a closing panel which discusses opportunities and strategies for investing in the US this year and beyond.

Program

Opening Session

Welcome, US Real Estate Market Overview, The Office Sector Post-COVID, The Post-COVID Future of Retail Real Estate

09:00 - 10:20

Second Morning Session

Transacting through the Pandemic, Opportunities and Risks in the US Logistics Sector, Case Study: Multifamily & Cold Storage Sector

11:00 - 12:35

First Afternoon Session

The View from Washington / DC, Tax Trends in US Real Estate, Evolution of Investing in Direct Secondaries

14:00 - 15:30

Final Session

Core+ Investment in an Open-End Fund & Investor Panel

16:15 - 17:35

Closing Reception

17:35 - 19:00

Sponsors 2021

Atlantic Partner, Ltd. is active in North America and Europe. It helps clients design and implement crossborder real estate strategies and is active in the movement of real estate capital in both directions across the Atlantic. The firm was established in 1995.

BentallGreenOak is a leading, global real estate investment management advisor and provider of real estate services. BGO has more than 750 clients and expertise in the asset management of office, industrial, multi-residential, retail and hotels. BGO has offices in 24 cities across twelve countries with knowledge and networks in regions we invest in while managing assets on behalf of our clients.

CenterSquare is a global investment manager focused on actively managed real estate and infrastructure strategies. CenterSquare is proudly management-owned with the team averaging 30+ years of experience across real assets.  With approximately $12 billion in assets, CenterSquare is headquartered in Philadelphia with affiliate offices in New York, Los Angeles, London and Singapore.

Clarion Partners has been a leading U.S. real estate investment manager for over 38 years. With more than $56 billion in AUM, Clarion offers a range of real estate strategies across the risk/return spectrum. Clarion Partners Europe focuses on logistics and light industrial properties across Europe.

EY is a global leader in assurance, tax, transaction, and advisory services. The insights and quality services we deliver help building trust and confidence in the capital markets. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, our clients and our communities.

GTIS Partners is a leading real assets investment firm in the Americas, with offices in New York (HQ), São Paulo, San Francisco, Los Angeles, Atlanta, Paris and Munich. As a thought leader GTIS Partners pursues investments in the major real estate sectors and infrastructure in U.S. and Brazil. The collective leadership experience allows GTIS to pursue and lead vertically integrated operating businesses in each of its markets.

Formed in Munich in 2003, ICM Asset Managment began managing North American real estate on behalf of German family offices. ICM is now head quartered in Calgary, Canada and has ~$1.2 billion of AUM. ICM has offices in Atlanta, Mexico City, as well as in Munic. ICM offers families and institutions an array of private investment opportunities focused on direct real estate in the U.S., Canada and Mexico.

IZ Research is a comprehensive analysis tool that offers structural data and real estate economic market data which helps real estate companies to prepare market and location analyses for both the letting and the transaction market. The results gained from IZ Research are used to analyse market risks and potentials, to observe the competition or to find suitable target groups.

King & Spalding LLP is a leading international law firm, having 22 offices across the U.S. and globally, with a strong focus on funds and real estate. Combining our first-class German real estate funds practice with our top-ranked U.S. real estate and tax platform, we have been advising the vast majority of German institutional investors and funds who invest in U.S. real estate on structuring, regulatory, tax and transactions matters.

LaSalle is one of the world's leading real estate investment managers with a diverse global client base of public and private pension funds, insurance companies, governments, corporations, endowments and private individuals. LaSalle sponsors a complete range of investment vehicles including separate accounts, open- and closed-end funds, public securities and entity-level investments.

 

Madison International Realty was founded in 2002 by Ronald Dickerman with a focus on providing liquidity to real estate owners and investors. With offices in New York, London, Luxembourg, Amsterdam and Frankfurt, Madison has become a global leader in providing equity in class A real estate in the US, UK and Europe. Since inception, Madison has raised over $7.0 billion in capital commitments.

Through its Real Estate group, Manulife Investment Management develops and manages real estate around the globe for its clients. Our real estate portfolio is focused on office, industrial, retail and multifamily properties located in markets across Canada, the U.S., and Asia. The group leverages its global platform and local expertise to provide market-leading solutions for its tenants and deliver results for its partners.

Nuveen Real Estate is one of the largest investment managers in the world with $133 billion of assets under management. Managing a suite of funds and mandates, across both public and private investments, and spanning both debt and equity across diverse geographies and investment styles, we provide access to every aspect of real estate investing. Source: Nuveen, 31 Dec 2020.

PGIM Real Estate is the global real estate investment manager of the US insurance company Prudential Financial, Inc. (NYSE: PRU). The company has assets under management of $ 188.5 billion (as of December 2020) in the Americas, Europe and Asia and employees in 32 locations globally. As a trustee for institutional investors, PGIM has been active in real estate debt and equity across all risk classes for 50 years.

Principal Real Estate is a top 10 global real estate manager1 providing access to capabilities across the spectrum of public and private equity and debt. Our in-depth market knowledge, experienced teams, and extensive connections across all four quadrants of the market, help us to offer investors the right investment solution for their needs.

An industry pioneer since 2000, Real Capital Analytics is the authority on the deals, players and trends that drive the commercial real estate investment markets. RCA delivers timely and reliable data with unique insight into market participants, pricing and capital flows. The most active investors, lenders and advisors depend on RCA’s market intelligence to formulate strategy and execute deals.

Rockwood Capital is a real estate investment management firm founded in 1995 that provides equity capital for the repositioning, recapitalization, development and redevelopment of residential, office, research and development, retail and hotel space in key markets throughout the US. Rockwood and its principals have invested on behalf of their clients approximately $30 billion of real estate.

With ca. $25 bn AuM, USAA Real Estate is an industry leader in acquiring, developing, financing and managing the highest quality real estate in the US and Europe. The mission of USAA Real Estate is to serve the financial interests of its investor clients by strengthening the profitability and diversity of the portfolio, which includes all major sectors, as well as e-commerce centers, media facilities and data centers.

Speakers 2021

Pia Bastrup

Chief Portfolio Strategist | Alternative investments
PenSam

Pia Bastrup recently joined PenSam as Chief Portfolio Strategist with Alternatives Investment, where she oversees the development of the portfolio across the various asset classes. Before joining PenSam Pia headed the US real estate investments at PFA, where she was responsible for building up a portfolio of direct and semi-direct investments primarily within life science, logistics and multifamily.

Graydon Bouchillon

Global Head of Industrial
Nuveen Real Estate

Gray oversees all US industrial real estate acquisition, disposition, development and operational activity for Nuveen Real Estate. He is charged with expanding strategic partnerships and the implementation of new investment initiatives within the industrial sector. Over the course of his career, Gray has executed over $7 billion in industrial transactions across more than 30 markets located within the US and Mexico.

Edward Carey

Managing Director and Portfolio Manager
Clarion Partners

Edward Carey is a Clarion Partners equity owner and Managing Director, and a Portfolio Manager for one of Clarion’s sector-specific, open-end funds. A member of the Firm's Executive Board, he joined Clarion in 2007 and has more than 29 years of real estate experience in investment management, finance and strategic transactions. Edward has an MBA from Wharton School of Business and a B.A. from University of Notre Dame.

Kristina Chorna

Partner
HQ Trust

Kristina Chorna is working for HQ Trust since 2015 as Partner and Co-Head of Real Estate and Head of Infrastructure. She has been working in finance since 2010 and gained experience in real estate, infrastructure, private equity and private debt at various investment funds/advisors and management consulting. Kristina has bachelor and magister degree in International economics and bachelor’s degree in economics.

Senator Daniel Coats

Senior Policy Advisor
King & Spalding

Senator Dan Coats is a senior policy advisor in King & Spalding’s Government Advocacy and Public Policy Practice Group. He joined K&S after serving as Director of National Intelligence (2017-2019). A former member of Congress, Senator Coats represented Indiana in the U.S. Senate (1989-1999; 2011 to 2017). He served in the U.S. House of Representatives (1981-1988), and as U.S. Ambassador to Germany (2001-2005).

Scott Crowe

Chief Investment Strategist
CenterSquare Investment Management

Scott Crowe is the Chief Investment Strategist at CenterSquare Investment Management where he leads the strategic investment process and thought leadership practice for the firm. Scott also serves as the portfolio manager of the Global Concentrated REIT strategy and is a member of CenterSquare’s investment committees. He has held previous leadership positions at Resource Real Estate, Cohen & Steers and UBS Equities Research.

Ronald Dickerman

President
Madison International Realty

Ronald Dickerman is President of Madison International Realty, a global real estate private equity firm. He served on AFIRE’s board of directors and is a member of INREV, the Zell Lurie Center, and a frequent speaker on secondary investments. He earned an MBA from Columbia University and a BA from Tufts University. This past year, Mr. Dickerman committed to the PwC’s CEO Action Pledge for Diversity and Inclusion.

Hubert O. Eisenack LL.M.

Tax Partner
Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft

Hubert Eisenack is a tax partner at EY Munich and leads EY Germany’s US real estate tax team. Hubert is specialized in advising German institutional investors on US real estate investments, from both a US as well as a German tax perspective. Hubert is admitted as a German Rechtsanwalt and Steuerberater, as well as an Attorney-at-Law in New York.

Jonathan Epstein

Managing Partner
BentallGreenOak

Jonathan is a Managing Partner at BGO responsible for the firm’s Core+ investing initiatives in the US. Prior to the merger of Bentall Kennedy and GreenOak in 2019, he led GreenOak’s US Core+ investing initiative and Value-Add Fund series investments in the western US. Prior he held senior positions at Hackman Capital Partners and Lehmann Brothers. Jonathan is a graduate of the School of Management at Boston University.

Justin Gleason

Managing Director
PGIM Real Estate

Justin Gleason is a managing director at PGIM Real Estate and portfolio manager for PRISA II, PGIM Real Estate’s flagship U.S. core plus equity real estate fund. Based in San Francisco, Justin has a leadership role in all aspects of the Fund’s strategy and management.

Michael McNamara

Senior Managing Director, Global Head of Real Estate Investments
Manulife Investment Management

Michael McNamara is the Global Head of Real Estate Investments at Manulife Investment Management. He is responsible for the development, execution, and portfolio management of the company’s global real estate investment strategies for both the General Account as well as institutional investors, which include both public and private pension funds. During his career, Mike has been responsible for transactions of over $100B.

Joseph Munoz

President & CIO, Income & Growth Funds
LaSalle Investment Management

Joe Munoz, based in Chicago, is the President and Chief Investment Officer of the Income & Growth Funds, which is the flagship value add fund series of LaSalle Investment Management. Since joining the firm in 2004, Joe has completed over $7 billion in property transactions. He earned a BA in Economics from the University of Pennsylvania and an MBA from the Kellogg School of Management at Northwestern University.

Brad Olsen

President
Atlantic Partners Ltd.

Brad Olsen serves as President of Atlantic Partners, Ltd., a company which he founded in 1995. The firm assists its clients in developing and implementing cross-border real estate strategies. Mr. Olsen has been active in international real estate investment for more than 35 years. He is a graduate of Princeton University and Harvard Law School and is a frequent speaker at real estate conferences in Europe and North America.

Gijs Plantinga

Director North America
Bouwinvest

Gijs Plantinga has been responsible for the North American real estate portfolio of Bouwinvest since 2009, comprising of investments in public REITs, private funds and joint ventures. Previously he oversaw the North American real estate portfolio at Mn Services. He started his international career as portfolio manager Asia-Pacific/Americas at the corporate real estate department of the Dutch Ministry of Foreign Affairs

 

David Rückel

Managing Partner
PIA Pontis Institutional Advisors GmbH

David Rückel is Founder and Managing Partner of PIA Pontis Institutional Advisors, a placement and structuring advisor with a focus on US equity and debt strategies raising capital in Europe. Prior, he held senior positions with US and German real estate investment management firms. Mr. Rückel holds a BA in International Affairs from the George Washington University and an Executive Master in Real Estate from the International Real Estate Business School (IREBS).

Walter Schmidt

Senior Managing Partner
Rockwood Capital

Walter Schmidt is a founder of Rockwood and has 37 years of experience in the real estate industry.  Mr. Schmidt serves on the firm’s Management Committee which sets the strategic direction for the firm.  Mr. Schmidt is a member of various Investment and Portfolio Management Committees.  In addition, he assists in international capital and client strategy initiatives for the firm.  

Thomas Spulak

Partner
King & Spalding

Partner and co-leader of King & Spalding’s Government Advocacy & Public Policy practice, Tom Spulak focuses on the development and execution of Legislative and Executive Branch strategies involving issues critical to domestic and foreign interests as well as advising corporations on complying with the vast array of laws that regulate the interaction of lobbyists with state and federal government officials.

Oliver Strumpf

Initiator of the USA Conference
Managing Partner der HEICO Investment Management GmbH

Oliver Strumpf is Managing Partner and especially responsible for the development of institutional real estate funds and services at HEICO Investment. He possesses a profound wealth of marketing and sales experience and has launched various funds. He is also the initiator of the FondsForum as well as other events and institutional real estate networking platforms in Germany.

Manuel Philippe Wormer

Senior Investment Manager
BVK - Bayerische Versorgungskammer

Manuel Philippe Wormer joined BVK as a Senior Investment Manager for Global Real Estate in 2017. He oversees several managed accounts – direct, indirect, and listed. Previously, he worked as a fund-of-funds manager for primaries and secondaries in real assets at UniCredit. Manuel supports INREV as a speaker of the Henley Certificate courses, and as Chairman of the Training & Education Committee.

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Conference Chairman:
Brad Olsen, President, Atlantic Partners, Ltd.

With more than 35 years of experience, Brad is one of the leading experts on European investment in the US real estate markets. He has assisted open- and closed-end fund managers, pension funds, insurance companies and family offices in creating and implementing investment strategies. In addition, he has worked with leading US real estate investment managers. He is serving in the role of Conference Chairman and has assisted the organizers in developing the Conference program and will help ensure that participants get maximum value out of it.

Tickets 2021

Your Registration

Conference Language is English. The submission of the registration form is a request for registration. Please see the Terms of Attendance below the registration form.

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Impressions 2020

Speakers 2020

Jim Costello
Senior Vice President, Real Capital Analytics

Ronald Dickerman
President, Madison International Realty

Hubert O. Eisenack LL.M.
Tax Partner, Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft

Richard Flohr
Managing Director, CrossHarbor Capital Partners LLC

Dr. Peter Hayes
Global Head of Investment Research, PGIM Real Estate

Rob Holuba
Senior Vice President for Private Real Estat, CenterSquare Investment Management LLC

Dr. Hans Wilhelm Korfmacher
Managing Director, WPV

Maria Leitzbach
Head of Portfolio Management, SOKA-Bau

James Martha
Managing Director, Head of Housing Sector, RE, Americas, Nuveen

Paul Muno
Head of Investor Relations & Germany / Managing Director, Principal Real Estate Spezialfondsgesellschaft mbH

Brad Olsen
President of Atlantic Partners and Chairman of the USA Conference

Dave Powell
Partner, King & Spalding LLP

Anja Ritchie
Vice President, Real Estate, StepStone Group

David Rückel
Founder & Managing Partner of PIA Pontis Institutional Advisors GmbH and Moderator of the USA Conference

Walter Schmidt
Senior Managing Partner, Rockwood Capital, LLC

Glenn A. Sonnenberg
President, LaSalle Dept Investors, LaSalle Investment Management

Oliver Strumpf
Managing Partner at HEICO Investment and Initiator of the USA Conference

Bruce Timm
Founder & CEO, ICM Asset Management

Thomas Veith
Partner, Real Estate Deals Leader, PricewaterhouseCoopers GmbH WPG

Jeroen Verheijden
Managing Director, Client Capital Management Europe, Clarion Partners LLC

Garrett Zdolshek
Portfolio Manager, Investors Diversified Realty

Video Statements

I’ve been involved in many panels and presentations over the years. This one at the USA Conference 2020 was among the most professionally handled of any. Well done!

Glenn A. Sonnenberg, President & CEO LaSalle Mortgage Real Estate Investors

Conference Video

Former USA Conferences

Video Statements

Impressions 2019

Contact

Event Manager

Nadine Grüneis

Strumpf Eventmanagement
Kiefernweg 10
65527 Niedernhausen Germany

Hotline: +49 6127 999 363 25

nadine.grueneis(at)strumpf-em.de