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Speakers and Panels
Bruce Cohen
CEO
Temerity Strategic Partners
Peter Lewis
Chairman & President
Wharton Equity Partners
Will Quist
Partner
Slow Ventures
Peter Brosens
Vice President, Investment Management
Jordan Park Group
James Maher
Partner
Sopris Capital
Mike Happel
Vice Chairman, Real Assets
Jordan Park Group
Jonathan Glick
Managing Partner
Incucap
Steve Nunez
Senior Managing Director
Whitman Peterson
Jake Finley
Founder & Managing Partner
Karis Capital
Alex Morrison
Co-Founder & CEO
Portal Warehousing
Andrew Parker
CEO
Nestidd
Stonington Cox
Founder & CEO
Nomos Group Holdings
David Santola
RE Investments Principal
GCM Grosvenor
David Smith
Managing Partner
Nightsky Camps
Dubi Ajukwu
Co-Managing Partner
VANA Partners
Joseph Bachkosky
Head of Special Situations
Rialto Capital
Joseph Ely
Co-Founder & COO
WareSpace
Michael Bennett
Managing Director
Roc360
Michael Hess
Vice President
Genesis
Michael Walden
President & Managing Partner
Rethink Capital Partners
Peter Nichols
SVP, Growth & Development
AutoCamp
Shay Ramalingam
Partner & Director
EG Funds
Steve Edwards
Founder & Principal
REthink Development
Daniel Cohen
Chief Investment Officer
Raleigh
Michael Hunter
Global Head of Housing and Alternatives
Nuveen
Mo Saraiya
Managing Director, Head of Platform Investments
Madison International
Ryan Freedman
Co-Founder & General Partner
Alpaca
Karen Hollinger
Managing Director
KKR
Chris Keber
Partner
Two Sigma Real Estate
Mandy Le
Director
Jamestown
Anthony Russo
Partner
CSFG Real Estate
Asher Werthan
Partner
Lightrail
Billy Haddad
Managing Director
Partners Path
Brian Finerty
Chief Investment Officer
Green Courte
Clint Myers
Partner
Revolution
Simon Gluck
Founder & Managing Partner
RANGE
Darin Turner
Co-Founder & Partner
Signal Line
David Wolfson
Managing Partner
Modillion Partners
Johnny Reindollar
CEO & Co-Founder
Cloudland
Max Hengeveld
Principal
Drake
Michael Happel
Vice Chairman, Real Assets
Jordan Park Group
Nicole Sermier
Co-Founder & CEO
EOS
Nina Vascotto
Vice President, Real Assets
ICONIQ
Pratik Patel
Founder & Managing Partner
Walden Oaks
Sam Eisner
Managing Director
HIG Realty Partners
Sean O'Shea
Managing Principal
Sienna Capital
Ron Lagnado
Partner
Forvis Mazars
Jiho Lee
Managing Director
Tishman Capital Partners
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
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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