Spring Members' Meeting
TUESDAY, APRIL 24, 2012
The Rittenhouse, Philadelphia
5:30 - 6:20 p.m.WEDNESDAY, APRIL 25, 2012
Registration, Cocktails, Hors d'oeuvres
Research Sponsors' Colloquium (open only to Research Sponsors, Executive Committee, and special guests, Parkview Suite, 4th Floor)
6:30 - 7:30 p.m.
Dinner (Grand Ballroom)
7:30 - 7:45 p.m.
Awards: Recognition of student and faculty award winners
7:45 - 8:30 p.m.
David Bonderman, Founding Partner and Principal, TPG Capital
"A Brief State of the World from a Private Equity Perspective"
8:30 - 9:30 p.m.
Members' Reception (Boathouse Row Bar)
The Rittenhouse, Philadelphia
8:00 - 9:00 a.m.
Registration, Members' Continental Breakfast
9:00 - 9:10 a.m.
Robert C. Lieber, Executive Managing Director, Island Capital Group, and Chairman, Advisory Board, Zell/Lurie Real Estate Center, The Wharton School
Joseph Gyourko, Director, Zell/Lurie Real Estate Center, The Wharton School
9:10 - 10:05 a.m.
Panel Session #1
"Outlook for the U.S. and Global Economies and Their Implications for the Property Markets"
Learn what leading Wharton economists believe are the prospects for the U.S. and global economies over the next year and how they will affect the property markets. What should we be looking for to tell if the problems in Europe will deepen and if the recovery in the United States will accelerate? Where are the greatest risks and opportunities?
Moderator: Asuka Nakahara, Associate Director, Zell/Lurie Real Estate Center, The Wharton School
Panelists: Joseph Gyourko, Director, Zell/Lurie Real Estate Center, The Wharton School
Karen K. Lewis, Joseph and Ida Sondheimer Professor in International Economics and Finance, The Wharton School
Peter Linneman, Sussman Professor Emeritus of Real Estate, The Wharton School
10:05 - 10:25 a.m.
10:25 - 11:30 a.m.
Panel Session #2
"Retail and the Consumer: What's Back and What's Not?"
We all know the consumer long has driven the U.S. economy. Is the consumer really back? If so, which types of consumers are "back the most" and what does that mean for the different parts of the retail industry? Hear from leading property owners and experts on consumer behavior in this session focusing on what underpins the U.S. economy and a major part of the real estate industry.
Moderator: Joseph Gyourko, Director, Zell/Lurie Real Estate Center, The Wharton School
Panelists: Cynthia R. Cohen, President, Strategic Mindshare
Barbara E. Kahn, Patty and Jay H. Baker Chair, Professor of Marketing, Director, Jay H. Baker Retailing Center, The Wharton School
Chaim Katzman, Chairman, Gazit Group USA, Inc., Equity One
Sandeep Mathrani, Chief Executive Officer, General Growth Properties
11:30 - 11:50 a.m.
11:50 a.m. - 12:50 p.m.
The Honorable Jon M. Huntsman, Jr., former Governor of Utah and Ambassador to China
"The impact of China’s Domestic Policies and the United States Political Scene"
12:50 - 1:50 p.m.
1:50 - 2:55 p.m.
Panel Session #3
"The State of Real Estate Capital Markets: What is Getting Done? How and Why?"
Moderator: Roy March, Chief Executive Officer, Eastdil Secured, and Vice Chair, Zell/Lurie Real Estate Center at The Wharton School
Panelists: Jonathan Pollack, Managing Director, Global Head of Commercial Real Estate, Deutsche Bank
Jonathan D. Gray, Senior Managing Director and Global Head of Real Estate, The Blackstone Group
2:55 - 3:15 p.m.
3:15 - 4:10 p.m.
A Conversation with Sam Zell
Moderator: Peter Linneman, Sussman Professor Emeritus of Real Estate, The Wharton School
Robert C. Lieber