A Commercial Real Estate Capital Markets Outlook event featuring renowned industry researchers, faculty, leaders and practitioners.
Event Details
Join us for the Real Estate Capital Markets speaking and networking event on 9/28/2022, 5:30p at the Collins Center in Dallas!
The unique and collaborative event is jointly hosted by The University of Chicago Booth School of Business (Real Estate Alumni Group & Alumni Club of Dallas/Ft. Worth), Kellogg Real Estate Alumni Network, The Dallas Business Club and Folsom institute for Real Estate.
This is a compelling opportunity to listen to real estate industry thought leaders as well as network with accomplished executives in institutional real estate investment management, private equity & debt capital markets as well as development.
Program
5:30 PM-7:00 PM: Networking
7:00 PM-8:00 PM: Panel Session
8:00 PM-9:00 PM: Networking
Speaker Profiles
Joseph L. Pagliari, Jr. (Speaker)
Clinical Professor of Real Estate, Chicago Booth School of Business
https://faculty.chicagobooth.edu/joseph-pagliari
Joseph L. Pagliari Jr., Ph.D., CFA and CPA focuses his research and teaching efforts – based on over 40 years of industry experience – on issues broadly surrounding institutional real estate investment, attempting to answer important questions from a rigorous theoretical and empirical perspective. These issues include:
- the risk-adjusted performance of core and non-core funds,
- principal/agent issues in incentive fees,
- a comparison of REITs and private real estate,
- real estate's pricing and return-generating process,
- real estate's role in a mixed-asset portfolio,
- analysis of high-yield (or mezzanine) financing,
- the strategic uses of leverage, etc.
And, accordingly, he has authored (or co-authored) numerous papers on a variety of these topics. He has also co-authored several chapters in the Handbook of Real Estate Portfolio Management; of which, he is also the editor. He has presented these papers and thoughts on other topics at a variety of industry events (including ARES, AREUEA, NCREIF, NAREIM, PREA and ULI) as well as the Federal Reserve Bank of Atlanta and testimony before a subcommittee of the House of Representatives. His views on these and other topics have also been published in the popular press, including Barron's and The Wall Street Journal.
Pagliari is board member of the Real Estate Research Institute (RERI) and a former board member of the Real Estate Information Standards (REIS). He is also a member of numerous academic and professional associations including the American Real Estate Society (ARES), the American Real Estate and Urban Economics Association (AREUEA), the Homer Hoyt Institute (where he is a Hoyt Fellow), the National Association of Real Estate Trusts (NAREIT), the National Council of Real Estate Investment Fiduciaries (NCREIF), the Pension Real Estate Association (PREA) and the Urban Land Institute (ULI). Pagliari was also the 2015 winner of PREA's James A Graaskamp Award (which recognizes those who have, through significant research, contributed practical insights to the common body of knowledge).
Pagliari earned a bachelor's degree in finance from the University of Illinois-Urbana in 1979. He earned an MBA from DePaul University-Chicago in 1982 and a PhD in finance from the University of Illinois-Urbana in 2002.
His interests include sports of most every kind - some of which he still plays.
Mark G. Roberts (Speaker)
Director of Research, Crow Holdings / Folsom Institute for Real Estate
https://www.crowholdings.com/team/mark-roberts
Mark G. Roberts, CFA, AIA is a lecturer at the Cox School of Business and Director of Research of the Folsom Real Estate Institute at Southern Methodist University and also Crow Holdings Capital. Prior to this role, he was the Executive Director of the Real Estate Center at the McCombs School of Business at University of Texas – Austin. He served as the Co-Head of Research and Multi-Asset Investing at DWS as well as the Global Head of Research and Strategy for Alternatives. Prior to this, he was the Global Head of Real Estate Research and Strategy at Invesco. He was also Director of Construction at ClubCorp Inc. He's held several industry roles such as the President of the Real Estate Research Institute (RERI) and Chairman of the Board at NCREIF. He currently serves on the PREA Research Committee and is actively involved in ULI. He is a fellow of the Homer Hoyt Institute and RERI as well as a MIT Spaulding Award winner which recognizes distinguished alumni. He holds a Master's of Science in Real Estate Development from the Massachusetts Institute of Technology and a Bachelor's in Architecture from the University of Illinois.
Andrew Bruce (Speaker) '02
Co-Chief Operating Officer & Chief Financial Officer, Lionstone Investments
https://www.lionstoneinvestments.com/firm/team/bio?id=3d196ba7-6706-439d-9cae-1ae48cbbc4b6
As CFO, Andrew Bruce is responsible for the firm's debt capital markets functions, including oversight and management of debt financings for Lionstone's funds and investment vehicles, sourcing and structuring new debt, debt restructuring, interest rate management, and maintaining relationships with debt providers. In conjunction with the COO, he designs and implements operating policies and procedures to ensure the firm's overall effective operation. He is a voting member of the Investment Committee. Prior to joining Lionstone in 2014, Mr. Bruce was CFO of Behringer Harvard Opportunity REIT, and prior to that was vice president of capital markets for AMLI Residential Properties Trust. Currently, he is also an Adjunct Professor at University of Houston's Bauer College of Business. Mr. Bruce is a graduate of Western Michigan University, received an MBA from the University of Chicago, and holds a CPA designation.
Bill Bennett (Speaker)
CEO and Founder, Expansive and Elevate Multifamily
https://expansive.com/company/management-team/
Bill Bennett is the CEO and founder of Expansive and Elevate Multifamily and has sponsored over $1.2 Billion of flex office and apartment projects. He has been on the faculty at the Kellogg School of Management for fourteen years, teaching over forty real estate courses.
Questions
Bernie Ocampo, '05
Co-Chair/Booth REAG
949.468.6604