Wednesday, September 16th, 2026


8:00 AM: Registration & Networking Breakfast


8:30 AM: Opening Keynote

Speakers

Katie Keenan 2026 Institutional Investor & Private Equity Forum Agenda

Katie keenan

Global Head of Core + Real Estate, CEO of Blackstone Real Estate Income Trust

Blackstone

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Jennifer Recine 2026 Institutional Investor & Private Equity Forum Agenda

MODERATOR

jennifer recine

Partner

King & Spalding


9:00 AM: The State of Institutional Real Estate: Where Capital is Moving, What’s Changing & What’s Next

Against a backdrop of evolving interest rates, recalibrated valuations and shifting liquidity dynamics, institutional real estate investors are reevaluating where, and how, they deploy capital. Hear how LP expectations, capital structures, and risk appetites are shifting as experts share where they’re seeing opportunity today and into the new year, and how they’re positioning for what comes next.

Speakers

Adraian de Alcantara 2026 Institutional Investor & Private Equity Forum Agenda

adriana de alcantara

Senior Managing Director, Fund Manager

Hines US Property Partners (HUSPP)

jeffrey dimodica 2026 Institutional Investor & Private Equity Forum Agenda

jeff dimodica

President

Starwood Property Trust

Greg MacKinnon 2026 Institutional Investor & Private Equity Forum Agenda

greg mackinnon

Head of Research

Pension Real Estate Association

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Miles Treaster 2026 Institutional Investor & Private Equity Forum Agenda

miles treaster

President, Americas Capital Markets

Cushman & Wakefield

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Headshot Template 2024 4 1 2026 Institutional Investor & Private Equity Forum Agenda

MODERATOR

James Stull

Partner

King & Spalding

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9:35 AM: Global Capital in Motion: Domestic vs. Foreign Investment Trends & Emerging Opportunities

Global capital is on the move — reshaping investments as players respond to shifting geopolitical considerations and market uncertainty. Hear how sovereign wealth funds, pension plans, private equity, and other capital sources are reallocating across borders. From currency volatility to policy shifts, gain executive insights on the major trends and forces impacting domestic and foreign investment opportunities.

Speakers

Dwight Angelini 2026 Institutional Investor & Private Equity Forum Agenda

Dwight Y. Angelini

Co-Founder & Managing Partner

Longpoint Partners

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Gordon  Black 2026 Institutional Investor & Private Equity Forum Agenda

Gordon Black

EVP, Portfolio Manager of Private Equity

Heitman

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Shawn Lese 2026 Institutional Investor & Private Equity Forum Agenda

shawn lese

Chief Investment Officer & Head of Funds Management

Nuveen Real Estate

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Richard Prokup 2026 Institutional Investor & Private Equity Forum Agenda

richard prokup

U.S. CEO

Mapletree

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Dan Berman 2026 Institutional Investor & Private Equity Forum Agenda

MODERATOR

Dan berman

Managing Partner, Real Estate, US

HSF Kramer

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10:10 AM: Networking Break


10:25 AM: Keynote Discussion with Apollo’s Bert Crouch

Speakers

Bert Crouch 2026 Institutional Investor & Private Equity Forum Agenda

bert crouch

Partner, Head of Real Estate Equity

Apollo

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MARK MINDICK 1 2026 Institutional Investor & Private Equity Forum Agenda

MODERATOR

mark mindick

Partner, Real Estate Practice Leader

Citrin Cooperman

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Cathy Cunningham 2026 Institutional Investor & Private Equity Forum Agenda

MODERATOR

cathy cunningham

Executive Editor

Commercial Observer


10:50 AM: The Rise of Private Credit: New Fund Formation, Institutional Entry & the Evolution of Real Estate Financing

Private credit has rapidly emerged as one of the most compelling financing sources, unlocking new pathways for borrowers and investors. This wave of new fund formation is stepping in to fill gaps in the capital stack, and bringing greater speed, flexibility and innovation with it. Learn how the rise of private credit is creating a more competitive landscape in a shifting market, and how it’s cementing its role as a mainstay for real estate financing.

Speakers

Nicholas Baccile 2026 Institutional Investor & Private Equity Forum Agenda

nicholas baccile

Director

Canyon Partners Real Estate LLC

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Brian Flax 2026 Institutional Investor & Private Equity Forum Agenda

brian flax

Executive Vice President

Meridian Capital Group

Matt Jones 1 2026 Institutional Investor & Private Equity Forum Agenda

Matt Jones

Chief Investment Officer, Credit Investments

Harbor Group International

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Russell Young 2026 Institutional Investor & Private Equity Forum Agenda

russell young

EVP, Investment Management

RXR

Frank Ditta 2026 Institutional Investor & Private Equity Forum Agenda

MODERATOR

frank ditta

Director

Goulston & Storrs

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11:25 AM: Shifting Allocations: How Institutional Investors are Rebalancing Real Estate Portfolios

As market conditions continue to evolve, the savviest market players are assessing their portfolios and are rebalancing them across asset classes, markets, and risk profiles. Hear how investors are balancing and redistributing capital across critical sectors like industrial, multifamily, office, retail and emerging alternatives. From the sectors gaining investor interest and appetite, to those being pared back, leading institutions will discuss how they’re fine-tuning allocations to position their portfolios for optimum performance.

Speakers

Morris Betesh 2026 Institutional Investor & Private Equity Forum Agenda

Morris betesh

Founder & Managing Partner

Arrow Real Estate Advisors

Stephany Chen 1 2026 Institutional Investor & Private Equity Forum Agenda

stephany chen

Senior Vice President, Head of Investor Relations

Trinity Investments

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Trisha Connolly 2026 Institutional Investor & Private Equity Forum Agenda

Trisha connolly horowitz

Head of CRE Finance & Portfolio Management

Catal Capital

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Will Pattison 2026 Institutional Investor & Private Equity Forum Agenda

William Pattison

Head of Real Estate Research & Strategy

MetLife Investment Management

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Andrew Dansker Updated 2026 Institutional Investor & Private Equity Forum Agenda

MODERATOR

andrew dansker

CEO

Dansker Capital Group

12:00 PM: Event Concludes

Abhinav Somani 3 2026 Institutional Investor & Private Equity Forum Agenda

ABHINAV SOMANI

Found of Cadastral / Head of Real Estate at Legora

Innovation Spotlight: Legora

Meet Legora’s Cadastral and learn how they’re bringing agentic AI to commercial real estate’s most complex work.

Take advantage of meeting with our Institutional Investor & Private Equity Innovation Partner to learn how they’re transforming the dealstack. 

Through its acquisition of Cadastral, Legora now completes real estate workflows end to end: due diligence, acquisitions and dispositions, lease administration, asset management, and legal drafting.

Legora users can cut asset-management costs out of the box, with workflows already instituted by top owners, brokers, and investors.

Sponsors

King Spalding 1 2 2026 Institutional Investor & Private Equity Forum Agenda

king & Spalding

King & Spalding is a leading international law firm with a global platform and deep local roots. With approximately 1,300 lawyers across 26 offices in the United States, Europe, the Middle East, and Asia, the firm advises clients on complex transactional, regulatory, and dispute matters in more than 160 countries. Celebrating over 140 years of service, King & Spalding represents a broad spectrum of clients, including more than 250 public companies and approximately half of the Fortune Global 100. The firm offers full‑service capabilities across key practice areas, including private funds, real estate, mergers and acquisitions, private equity, litigation, and regulatory matters, and is known for building long‑standing, trusted client relationships. King & Spalding is consistently recognized by leading legal directories for the depth and quality of its work. Chambers Global, Chambers USA, Legal 500, and U.S. News & Best Lawyers regularly rank the firm among the top law firms worldwide, noting its strong bench, integrated global approach, and practical, business‑oriented advice. Clients and industry rankings frequently highlight the firm’s ability to handle high‑profile, complex matters with efficiency, responsiveness, and a collaborative, cross‑border approach.

Cushman Wakefield 3 1 1 2 2026 Institutional Investor & Private Equity Forum Agenda

cushman & wakefield

Cushman & Wakefield (NYSE: CWK) is a leading global commercial real estate services firm for occupiers and investors with approximately 53,000 employees in over 350 offices and nearly 60 countries. In 2025, the firm reported revenue of $10.3 billion across its core service lines of Services, Leasing, Capital markets, and Valuation and other. Built around the belief that Better never settles, the firm receives numerous industry and business accolades for its award-winning culture. For additional information, visit www.cushmanwakefield.com.

WAF 22 0016 logo grayscale 1line pos 2026 Institutional Investor & Private Equity Forum Agenda
InterVest Capital Partners

RXR 1 1 2026 Institutional Investor & Private Equity Forum Agenda

rxr

RXR is an innovative real estate investment manager, operator, developer, and place-maker
committed to applying a customer and community-centered approach to acquiring, operating, and building properties and to providing services and products that create enduring value for all stakeholders. Headquartered in New York with a nationally-scaled platform, RXR is an approximately 450 person, vertically integrated investment manager with expertise in a wide array of value creation activities, including acquisitions, asset and portfolio management, property operations, development, construction, leasing, and technological innovation. RXR is an active investor in real estate credit, rental housing, commercial property, and property
technology through value-added and opportunistic investment strategies. The RXR platform manages 108 commercial real estate properties and investments with an aggregate gross asset value of approximately $16.4 billion, comprising approximately 30.9 million square feet of commercial properties, a multi-family residential portfolio of approximately 9,400 units under operation or development, and control of development rights for an additional approximately 3,000 multi-family and for sale units as of September 30, 2025. Gross asset value compiled by RXR in accordance with company fair value measurement policy and is comprised of capital invested by RXR and its partners, as well as leverage.

Starwood Property Trust logo 2026 Institutional Investor & Private Equity Forum Agenda

starwood property trust

Starwood Property Trust (NYSE: STWD), an affiliate of global private investment firm Starwood Capital Group, is a leading diversified finance company with a core focus on the real estate and infrastructure sectors. As of September 30, 2025, the Company has successfully deployed over $112 billion of capital since inception and manages a portfolio of over $30 billion across debt and equity investments. Starwood Property Trust’s investment objective is to generate attractive and stable returns for shareholders, primarily through dividends, by leveraging a premiere global organization to identify and execute on the best risk adjusted returning investments across its target assets. Additional information can be found at www.starwoodpropertytrust.com.

GS Logo 2line LG RGB 1 2026 Institutional Investor & Private Equity Forum Agenda

goulston & storrs

Goulston & Storrs is a full-service law firm with nearly 250 attorneys across Boston, New York, and Washington, DC. We are known for delivering sophisticated counsel with the depth, agility, and collaboration needed to serve clients seamlessly across industries and matters. ​​​​‌‍​‍​‍‌‍‌​‍‌‍‍‌‌‍‌‌‍‍‌‌‍‍​‍​‍​‍‍​‍​‍‌​‌‍​‌‌‍‍‌‍‍‌‌‌​‌‍‌​‍‍‌‍‍‌‌‍​‍​‍​‍​​‍​‍‌‍‍​‌​‍‌‍‌‌‌‍‌‍​‍​‍​‍‍​‍​‍‌‍‍​‌‌​‌‌​‌​​‌​​‍‍​‍​‍‌‍​‌‍‌‌​​‍‍‌‍‌‌‍‌‌‌‌‍​‌​‌‌​‌‍‌‍‍‌​‌‌​‌‍‌​‍‌​‍‌​​‍‍‌‍​‌‍‌‍‌​‍‌‍‍‌‌‍‍‌‌​‌‍‌‌‌‍‍‌‌​​‍‌‍‌‌‌‍‌​‌‍‍‌‌‌​​‍‌‍‌‌‍‌‍‌​‌‍‌‌​‌‌​​‌​‍‌‍‌‌‌​‌‍‌‌‌‍‍‌‌​‌‍​‌‌‌​‌‍‍‌‌‍‌‍‍​‍‌‍‍‌‌‍‌​​‌‌‍‍​‌‍‌‍‌‌‍‌‌‌​​‌‍​‌‌‍‌‌‍‌‌​‍‌‌​‌‍‌‌​​‌‍‌‌​‌‌‍‍​‌‍‌‍‌‌‍‌‌‌​​‌‍​‌‌‍‌‌‍‌‌​‍‌​​‌‍​‌‌‌​‌‍‍​​‌‌‍‌‌‌‍​‌​​‌‍‌‌‌​‍‌‌​‌‍‍‌‌​‌‍‌‌​‍‍‌‍​‌‍‌‍‍‌‌​‌‍‌‌‌‍‍‌‌​​‍‌‌​‌‌‌​​‍‌‌‌‍‍‌‍‌‌‌‍‌​‍‌‌​​‌​‌​​‍‌‌​​‌​‌​​‍‌‌​​‍​​‍​​‍​‌‌‍​​​‍​‍​‌‍​‍​‌​‌​‌‍‌​​​​​‍​​‌​‍‌‌​​‍​​‍​‍‌‌​‌‌‌​‌​​‍‍‌‍​‌‍‍​‌‍‍‌‌‍​‌‍‌​‌​‍‌‍‌‌‌‍‍​‍‌‌​‌‌‌​​‍‌‌‌‍‍‌‍‌‌‌‍‌​‍‌‌​​‌​‌​​‍‌‌​​‌​‌​​‍‌‌​​‍​​‍​​‌‌‍‌‍‌‍‌​​​​​‌‍​‍​‍‌‌‍‌‌​​​​​‌​​‌​​‌​‍‌‌​​‍​​‍​‍‌‌​‌‌‌​‌​​‍‍‌‌​‌‍‌‌‌‍​‌‌​​‌‍​‍‌‍​‌‌​‌‍‌‌‌‌‌‌‌​‍‌‍​​‌‌‍‍​‌‌​‌‌​‌​​‌​​‍‌‌​​‌​​‌​‍‌‌​​‍‌​‌‍​‍‌‌​​‍‌​‌‍‌‍​‌‍‌‌​​‍‍‌‍‌‌‍‌‌‌‌‍​‌​‌‌​‌‍‌‍‍‌​‌‌​‌‍‌​‍‌​‍‌​​‍‍‌‍​‌‍‌‍‌​‍‌‍‌‍‍‌‌‍‌​​‌‌‍‍​‌‍‌‍‌‌‍‌‌‌​​‌‍​‌‌‍‌‌‍‌‌​‍‌‍‌‌​‌‍‌‌​​‌‍‌‌​‌‌‍‍​‌‍‌‍‌‌‍‌‌‌​​‌‍​‌‌‍‌‌‍‌‌​‍‌‍‌​​‌‍​‌‌‌​‌‍‍​​‌‌‍‌‌‌‍​‌​​‌‍‌‌‌​‍‌‌​‌‍‍‌‌​‌‍‌‌​‍‍‌‍​‌‍‌‍‍‌‌​‌‍‌‌‌‍‍‌‌​​‍‌‌​‌‌‌​​‍‌‌‌‍‍‌‍‌‌‌‍‌​‍‌‌​​‌​‌​​‍‌‌​​‌​‌​​‍‌‌​​‍​​‍​​‍​‌‌‍​​​‍​‍​‌‍​‍​‌​‌​‌‍‌​​​​​‍​​‌​‍‌‌​​‍​​‍​‍‌‌​‌‌‌​‌​​‍‍‌‍​‌‍‍​‌‍‍‌‌‍​‌‍‌​‌​‍‌‍‌‌‌‍‍​‍‌‌​‌‌‌​​‍‌‌‌‍‍‌‍‌‌‌‍‌​‍‌‌​​‌​‌​​‍‌‌​​‌​‌​​‍‌‌​​‍​​‍​​‌‌‍‌‍‌‍‌​​​​​‌‍​‍​‍‌‌‍‌‌​​​​​‌​​‌​​‌​‍‌‌​​‍​​‍​‍‌‌​‌‌‌​‌​​‍‍‌‌​‌‍‌‌‌‍​‌‌​​‍‌‍‌​​‌‍‌‌‌​‍‌​‌​​‌‍‌‌‌‍​‌‌​‌‍‍‌‌‌‍‌‍‌‌​‌‌​​‌‌‌‌‍​‍‌‍​‌‍‍‌‌​‌‍‍​‌‍‌‌‌‍‌​​‍​‍‌‌

Legora Legora Wordmark Green 6 2026 Institutional Investor & Private Equity Forum Agenda
Real Estate AI that works for you, anytime, anywhere.

legora

Legora is the fastest-growing collaborative AI workspace for real estate owners, occupiers, law firms, and brokers. The Company provides AI solutions for complex tasks such as underwriting flows, due diligence, acquisitions/dispositions, ongoing asset management, lease administration, brokerage, capital markets, research, title/survey, legal drafting and regulatory compliance, and much more. Through the acquisition of Cadastral (Real Estate AI), Legora is the productivity tool of choice by global real estate, private equity, and asset management firms.

%name 2026 Institutional Investor & Private Equity Forum Agenda

arrow real estate advisors

Arrow Real Estate Advisors is a leading capital markets advisory platform specializing in tailored real estate financing solutions for owners, investors, and developers throughout the United States. Founded in 2024 and headquartered in New York City, Arrow leverages a deep network of capital providers to source and structure debt and equity financing across all major property types, including industrial, multifamily, office, retail, hospitality, mixed-use, and special-purpose assets.
Arrow’s team is led by seasoned industry professionals with decades of collective experience in commercial real estate finance. The firm is built on a client-centric ethos that emphasizes strategic thinking, market insight, and results-driven execution, ensuring capital solutions that align with each sponsor’s operational goals and risk profile. Whether arranging permanent mortgages, acquisition and construction financing, refinancing, or joint venture equity, Arrow’s advisors deliver customized strategies backed by rigorous underwriting and deep lender relationships.
With a nationwide footprint, Arrow operates with the agility of a boutique advisory platform and the reach of an established national firm. Its professionals draw on a broad spectrum of market intelligence and capital sources, from regional banks and life companies to debt funds and institutional lenders, to navigate complex capital markets landscapes and secure optimal outcomes for clients. Committed to excellence and long-term partnerships, Arrow Real Estate Advisors continues to build on its early success, expanding its team and enhancing its capabilities to meet the evolving needs of today’s real estate investors and developers.

Association Partners