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Fall Members' Meeting 2024 · Friday, October 25, 2024

Agenda

Zell/Lurie Fall Members' Meeting 2024 - Endowed by the Ina and Lewis Heafitz Fund for the Zell/Lurie Real Estate Center

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The Inn at Penn
3600 Sansom Street
Philadelphia, PA 19104
Friday, October 25, 2024
8:00-9:00 amRegistration, Networking Breakfast
(Lobby Area)
9:00-9:15 amWelcoming Remarks and State of the Center
(Woodlands Ballroom )

Joe Gyourko, Martin Bucksbaum Professor, Real Estate, Finance, Business Economics & Public Policy; Nancy A. Nasher and David Haemisegger Director of the Zell/Lurie Real Estate Center at the Wharton School

Maisy Wong, James T. Riady Associate Professor of Real Estate; Assistant Director, Grayken Program in International Real Estate, Zell/Lurie Real Estate Center at the Wharton School

9:15-10:00 amThe Economy, Credit Markets, Policy and What It All Means for Real Estate: A Discussion with Torsten Slok, Chief Economist, Apollo

Facilitator: Joe Gyourko, Martin Bucksbaum Professor, Real Estate, Finance, Business Economics & Public Policy; Nancy A. Nasher and David Haemisegger Director of the Zell/Lurie Real Estate Center at the Wharton School

10:00-10:20 amNetworking Break
10:20-11:05 amThe Ina and Lew Heafitz Keynote Speaker: Ethan Mollick, Ralph J. Roberts Distinguished Faculty Scholar, Associate Professor of Management, Co-Director, Generative AI Lab at Wharton, “Co-Intelligence: Working with AI and Transformation in Real Estate”
11:05-11:30 pmNetworking Break
11:30-12:30 pmPanel: Emerging/New Real Estate Sectors

Moderator: Maisy Wong, James T. Riady Associate Professor of Real Estate; Assistant Director, Grayken Program in International Real Estate, Zell/Lurie Real Estate Center at the Wharton School

Panelists: Leo Addimando, Co-Founder & Managing Partner, Alterra Property Group, LLC

Johnny Powers, Co-Founder and Chairman, Suntex Marinas

Gary Wojtaszek, Founder, RecNation RV & Boat Storage

12:30-1:30 pmLunch
1:30-2:30 pmPanel: What is Really Happening in the Office Sector: “The Bull and Bear Case”

Moderator: David Helfand, Chair, Chief Executive Officer and President of Equity Commonwealth

Panelists: Jeff Brown CFA, Chief Investment Officer, Beacon Capital Partners

Michael Franco, President and Chief Financial Officer, Vornado Realty Trust

Rocky Fried, Managing Member, Farallon Capital Management

2:30-2:45 pmNetworking Break
2:45-3:30 pmFireside Chat: Eric Lang, Senior Managing Director of External Private Markets, Teacher Retirement System of Texas

Facilitator: Richard Mack, Co-Founder and Chief Executive Officer, Mack Real Estate Group

3:30-3:35 pmClosing Comments

Andrew Jonas, Managing Director, Goldman, Sachs & Co., LLC



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