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Presented In Partnership With

Thesis Driven

Speakers and Panels

Bruce Cohen

Bruce Cohen

CEO

Temerity Strategic Partners

Peter Lewis

Peter Lewis

Chairman & President

Wharton Equity Partners

Will Quist

Will Quist

Partner

Slow Ventures

Peter Brosens

Peter Brosens

Vice President, Investment Management

Jordan Park Group

James Maher

James Maher

Partner

Sopris Capital

Mike Happel

Mike Happel

Vice Chairman, Real Assets

Jordan Park Group

Jonathan Glick

Jonathan Glick

Managing Partner

Incucap

Steve Nunez

Steve Nunez

Senior Managing Director

Whitman Peterson

Jake Finley

Jake Finley

Founder & Managing Partner

Karis Capital

Alex Morrison

Alex Morrison

Co-Founder & CEO

Portal Warehousing

Andrew Parker

Andrew Parker

CEO

Nestidd

Stonington Cox

Stonington Cox

Founder & CEO

Nomos Group Holdings

David Santola

David Santola

RE Investments Principal

GCM Grosvenor

David Smith

David Smith

Managing Partner

Nightsky Camps

Dubi Ajukwu

Dubi Ajukwu

Co-Managing Partner

VANA Partners

Joseph Bachkosky

Joseph Bachkosky

Head of Special Situations

Rialto Capital

Joseph Ely

Joseph Ely

Co-Founder & COO

WareSpace

Michael Bennett

Michael Bennett

Managing Director

Roc360

Michael Hess

Michael Hess

Vice President

Genesis

Michael Walden

Michael Walden

President & Managing Partner

Rethink Capital Partners

Peter Nichols

Peter Nichols

SVP, Growth & Development

AutoCamp

Shay Ramalingam

Shay Ramalingam

Partner & Director

EG Funds

Steve Edwards

Steve Edwards

Founder & Principal

REthink Development

Daniel Cohen

Daniel Cohen

Chief Investment Officer

Raleigh

Michael Hunter

Michael Hunter

Global Head of Housing and Alternatives

Nuveen

Mo Saraiya

Mo Saraiya

Managing Director, Head of Platform Investments

Madison International

Ryan Freedman

Ryan Freedman

Co-Founder & General Partner

Alpaca

Karen Hollinger

Karen Hollinger

Managing Director

KKR

Chris Keber

Chris Keber

Partner

Two Sigma Real Estate

Mandy Le

Mandy Le

Director

Jamestown

Anthony Russo

Anthony Russo

Partner

CSFG Real Estate

Asher Werthan

Asher Werthan

Partner

Lightrail

Billy Haddad

Billy Haddad

Managing Director

Partners Path

Brian Finerty

Brian Finerty

Chief Investment Officer

Green Courte

Clint Myers

Clint Myers

Partner

Revolution

Simon Gluck

Simon Gluck

Founder & Managing Partner

RANGE

Darin Turner

Darin Turner

Co-Founder & Partner

Signal Line

David Wolfson

David Wolfson

Managing Partner

Modillion Partners

Johnny Reindollar

Johnny Reindollar

CEO & Co-Founder

Cloudland

Max Hengeveld

Max Hengeveld

Principal

Drake

Michael Happel

Michael Happel

Vice Chairman, Real Assets

Jordan Park Group

Nicole Sermier

Nicole Sermier

Co-Founder & CEO

EOS

Nina Vascotto

Nina Vascotto

Vice President, Real Assets

ICONIQ

Pratik Patel

Pratik Patel

Founder & Managing Partner

Walden Oaks

Sam Eisner

Sam Eisner

Managing Director

HIG Realty Partners

Sean O'Shea

Sean O'Shea

Managing Principal

Sienna Capital

Ron Lagnado

Ron Lagnado

Partner

Forvis Mazars

Jiho Lee
Moderator

Jiho Lee

Managing Director

Tishman Capital Partners

Peter Lewis

Chairman & President

Wharton Equity Partners

Mr. Lewis is Chairman and founder of Wharton Industrial, a fully integrated investor and

developer of last mile, urban infill and larger distribution facilities located along the

Eastern Seaboard, Florida and the Southeast United States. Wharton Industrial is a

platform company of New York-based real estate investment firm, Wharton Equity

Partners, which Mr. Lewis founded in 1987.

In forming Wharton Industrial in 2017, Mr. Lewis sought to capitalize on the secular

change in industrial real estate brought on by the emergence of e-commerce. Since that

time, Wharton Industrial has acquired and developed over 4.5 million SF of warehouses.

Notable transactions include the development of a 988,000-SF bulk distribution facility in

Atlanta, GA which was leased to Phillips van Heusen before completion; the acquisition

of a 283,500-SF former subway repair facility in Philadelphia, which was completely

renovated into a last-mile distribution center, leased to Amazon and sold in November

2020; and the development of a 617,000-SF bulk distribution warehouse located in Ocala,

FL, which was leased to Amazon and sold to a REIT at the highest per-square-foot price

ever achieved in the market in June 2020.

Wharton Industrial’s growth has been fueled by joint ventures with such firms as Starwood

Capital, Carlyle and Walton Street Capital.

Wharton Industrial’s market leadership and forward-thinking approach flows from that of

its parent company, Wharton Equity Partners. Over the course of the last three decades,

Mr. Lewis has been the visionary force behind shaping Wharton Equity’s prowess as an

opportunistic investor that has consistently been ahead of the curve in making large bets

on emerging real estate trends in industrial, multi-family, self-storage and other asset

classes.

Over his career, Mr. Lewis has been involved in well over $2 billion of real estate

transactions. In addition, Mr. Lewis and Wharton Equity are active venture capital

investors with a focus on later-stage growth companies. The firm’s current holdings

include positions in Dataminr and Latch.

Mr. Lewis received his BS in Economics from the Wharton School at the University of

Pennsylvania and his MBA from Columbia University’s Graduate School of Business. He

is a sought-after industry speaker and a frequent guest lecturer at Columbia Business

School on the topic of “The Future of Real Estate.” Mr. Lewis resides in Old Westbury,

Long Island with his wife and three children.

Steve Nunez

Senior Managing Director

Whitman Peterson

Steve is a Senior Managing Director at Whitman Peterson and is responsible for oversight of the multifamily development, self-storage, and outdoor lodging sectors. Prior to joining Whitman Peterson in 2017, Steve worked at Barings Real Estate Advisers where he led the acquisition, underwriting, due diligence, and closing of over $2.0 billion in new investments. Prior to Barings, Steve was an analyst at Center Square Investment Management. Steve earned his MBA from the UCLA Anderson School of Management and has a B.S. in Public Policy, Management, and Planning from the University of Southern California where he graduated Magna Cum Laude.

Jake Finley

Founder & Managing Partner

Karis Capital

Jake Finley is the founder and managing partner of Karis Capital, LLC. Since its formation in January 2014, Karis has completed over $300 million worth of real estate transactions with a primary focus on Class-A industrial facilities. Karis is currently developing and owns property in Denver, Boston, Chicago, Atlanta and Charlotte. Prior to founding Karis, Mr. Finley worked as a real estate broker focusing on tenant representation for several large 3PL’s, completing over $500 million worth of transactions in 12 different states. Prior to Karis he was a licensed real estate broker and before that a broker at the Chicago Board of Trade. Mr. Finley played both intercollegiate Golf and Baseball at Taylor University in Indiana, where he earned his degrees in Finance and Accounting.

Clint Myers

Partner

Revolution

Clint Myers is a Partner at Rise of the Rest, where he focuses on real estate investment initiatives.

Clint previously was a Senior Managing Director and the Chief Strategy Officer for Hines where he served as a member of the firm’s internal proprietary research group and oversaw a variety of firm-wide strategic initiatives. Prior to joining Hines, he was in charge of Americas Research and Strategy at the Abu Dhabi Investment Authority. He received his M.S. in Finance from Boston College and his B.A. in Economics from the University of North Carolina.

Ron Lagnado

Partner

Forvis Mazars

Possesses more than 30 years of experience providing audit and accounting services to the real estate industry. He possesses extensive knowledge about affordable housing development and compliance, and the financial and tax issues confronting the real estate and construction industries. He has extensive experience in performing attestation engagements, compliance, due diligence, and cost certifications for commercial and residential real estate entities. Recently involved with litigation support as a real estate expert.

Mazars USA LLP is a client-centered, full-service accounting, tax and advisory firm with over 100 partners and 700 professionals in six U.S. offices. Mazars USA LLP is the independent U.S. member firm of the Mazars Group – a prominent international accounting, audit, tax and advisory services organization with nearly 14,000 professionals in more than 70 countries.

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.

Venue

Convene
360 Madison Avenue
New York, NY 10017

Floor: 5th Floor


Get Directions

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

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