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Day 3- June 26th, 2026
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Day 3- June 26th, 2026
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Registration
7:45am - 8:00am
Registration and Breakfast for boot camp attendees
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Boot Camp
8:00am - 9:00am
The emerging Manager Bootcamp
- Gena Cheng - Managing Director, Prospect Avenue Partners
- Eric Rosenthal - Co-Founder & Managing Partner, Machine Investment Group
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General Session
9:00am - 9:50am
Capital Recalibration: Where Institutional Investors Are Deploying in a Higher-for-Longer World
- Geoffrey Dohrmann - CEO, Institutional Real Estate Inc.
9:50am - 10:40am
Joint Ventures with Foreign Capital: Investing into U.S. Real Estate
- Gunnar Branson - CEO, AFIRE
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Networking
10:40am - 11:10am
Networking Break
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General Session
11:10am - 11:55am
Taking new risks: construction, value-add & opportunistic
• Evaluating risk premiums across construction and value-add strategies.
• Financing constraints on development and heavy rehab.
• Tenant demand outlook by sector affecting value-add feasibility.
• How opportunistic strategies differ in 2026 vs. 2018–2022 vintages.
• When to pursue contrarian opportunities in distressed or transitional assets.
11:55am - 12:05pm
Closing Remarks
12:05pm - 12:10pm
Conference concludes
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