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The Capital Markets Summit

Tue Aug 04, 2026

Coundown Until event

The Capital Markets Summit

Brought to you by Thesis Driven and Bisnow

Tuesday August 4 2026 @ 8:30 AM EDT

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**Please note we have pricing tiers based on ticket availability. Ticket prices will increase once we sell out of the current pricing tier. We cannot redeem a lower price once the ticket prices have been raised.
**Bisnow is a cashless, checkless operation. Please only submit payment via credit card.

Speakers and Panels

Darin Turner

Darin Turner

Co-Founder & Partner, Signal Line
Peter Brosens

Peter Brosens

Vice President, Investment Management, Jordan Park Group
Will Quist

Will Quist

Partner, Slow Ventures
Stonington Cox

Stonington Cox

Founder & CEO, Nomos Group Holdings
Simon Gluck

Simon Gluck

Founder & Managing Partner, RANGE
Sean O'Shea

Sean O'Shea

Managing Principal, Sienna Capital
Sam Eisner

Sam Eisner

Managing Director, HIG Realty Partners
Pratik Patel

Pratik Patel

Founder & Managing Partner, Walden Oaks
Nina Vascotto

Nina Vascotto

Vice President, Real Assets, ICONIQ
Nicole Sermier

Nicole Sermier

Co-Founder & CEO, EOS
Michael Happel

Michael Happel

Vice Chairman, Real Assets, Jordan Park Group
Max Hengeveld

Max Hengeveld

Principal, Drake
Johnny Reindollar

Johnny Reindollar

CEO & Co-Founder, Cloudland
David Wolfson

David Wolfson

Managing Partner, Modillion Partners
Peter Lewis

Peter Lewis

Chairman & President, Wharton Equity Partners
Daniel Cohen

Daniel Cohen

Chief Investment Officer, Raleigh
Brian Finerty

Brian Finerty

Chief Investment Officer, Green Courte
Billy Haddad

Billy Haddad

Managing Director, Partners Path
Asher Werthan

Asher Werthan

Partner, Lightrail
Anthony Russo

Anthony Russo

Partner, CSFG Real Estate
Mandy Le

Mandy Le

Director, Jamestown
Chris Keber

Chris Keber

Partner, Two Sigma Real Estate
Karen Hollinger

Karen Hollinger

Managing Director, KKR
Ryan Freedman

Ryan Freedman

Co-Founder & General Partner, Alpaca
Mo Saraiya

Mo Saraiya

Managing Director, Head of Platform Investments, Madison International
Michael Hunter

Michael Hunter

Global Head of Housing and Alternatives, Nuveen

Agenda

Time Activity
8:30 AM
9:30 AM
Breakfast & Opening Remarks
9:30 AM
10:20 AM
Foundation Stage: New Capitalization Models: Platform, Co-GP Investing, and More
Real estate isn't just simple syndications and GP-LP structures any longer. Platform investments, co-GP partnerships, joint ventures, SMAs and other models are playing a growing role. This panel explores the new universe of financing models reshaping real estate's evolution.
9:30 AM
10:20 AM
Frontier Stage: Vetting Emerging Asset Classes
While investor interest grows in niche real estate asset classes, not every category will become the next data centers. But how is an investor to tell? Top investors share how they evaluate emerging real estate categories: macro trends, unit economics, institutionalization potential, and more.
10:20 AM
10:30 AM
Operator Quick Hit
Lightning talk on an asset class most investors haven't priced in yet.
10:30 AM
11:00 AM
Morning Fireside Chat
A 30-minute one-on-one with a senior real estate leader.
11:00 AM
11:50 AM
Foundation Stage: The Future of Debt
In a world of persistently elevated rates, what role does debt play in emerging and niche real estate investment classes? How is the debt ecosystem evolving to accommodate niche asset classes without the decades of seasoning of conventional multifamily and office?
11:00 AM
11:50 AM
Frontier Stage: Vetting Emerging Operators
11:50 AM
12:00 PM
Operator Quick Hit
Lightning talk on an asset class most investors haven't priced in yet.
12:00 PM
1:30 PM
Lunch & Curated Networking
1:30 PM
2:20 PM
Foundation Stage: Investing from the Family Office Perspective
Family offices play a key role in capitalizing emerging asset classes and operators, able to do deals off the beaten path with a flexible time horizon. This panel explores family offices' approach to investing where the puck is headed.
1:30 PM
2:20 PM
Frontier Stage: AI-Enabled Real Estate: Winners and Losers
AI isn't just transforming real estate technology, it's supercharging entire asset classes — and potentially undermining others. As AI surges, where are the real estate winners and losers?
2:20 PM
2:30 PM
Operator Quick Hit
Lightning talk on an asset class most investors haven't priced in yet.
2:30 PM
3:20 PM
Foundation Stage: The Institutional Investor's Perspective on Emerging Asset Classes
Institutional investors have taken a leading role in backing some of the most compelling emerging concepts in recent years, most notably the infrastructure enabling the AI revolution. They share their experience and approach, offering insights on how they evaluate new concepts and categories.
2:30 PM
3:20 PM
Frontier Stage: Backing Operationally-Intensive Models
Previously, real estate investors sought passive income and eschewed operationally-heavy models like hospitality. Now, more investors are seeing operational intensity as a plus. How are investors evaluating operationally intensive models, and where is the smart money going?
3:20 PM
3:30 PM
Operator Quick Hit
Lightning talk on an asset class most investors haven't priced in yet.
3:30 PM
4:00 PM
Afternoon Fireside Chat
A 30-minute one-on-one with a senior real estate leader.
4:00 PM
4:20 PM
Operator Quick Hit
Lightning talks on the asset classes most investors haven't priced in yet.
5:20 PM
5:30 PM
Closing remarks
5:30 PM
6:30 PM
Closing Reception

Tickets

General Admission

A one-day convening of top investors and operators in emerging real estate

Thesis Driven and Bisnow are joining to bring together the people executing on niche asset classes and new capitalization models over a full-day with two parallel stages — Foundation and Frontier — plus Operator Quick Hits and curated networking.

 

For Investors

An extraordinary way to learn about these asset classes and concepts, meet investors and operators executing on them.

 

For Operators

Access to all the top investors doing these deals — and insights on what is coming next.

Thesis Driven and Bisnow are joining together to bring together the people executing on niche asset classes and new capitalization models.

 

***This event is by invitation only. To apply to join this event, click here.