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Spring Members' Meeting 2025 · Thursday, April 24 – Friday, April 25, 2025

Agenda

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The Rittenhouse Hotel
210 West Rittenhouse Square
Philadelphia, PA 19103
Thursday, April 24, 2025
6:00-7:00 pmRegistration, Cocktails, Hors d’oeuvres
(Grand Salon, Reception area outside Grand Ballroom )
7:00 pmDinner
(Grand Ballroom)
7:30-7:45 pmAwards: Recognition of Student and Faculty Award Winners
7:45-8:30 pm“A Tribute: A Look at Joe’s Contributions Over the Past 27 Years”

Featured Speaker: Edward Glaeser, Fred and Eleanor Glimp Professor of Economics at Harvard University

The Rittenhouse Hotel
210 West Rittenhouse Square
Philadelphia, PA 19103
Friday, April 25, 2025
8:00-9:00 amRegistration, Networking Breakfast
(Grand Salon & Grand Ballroom)
9:00-9:10 amWelcoming Remarks
(Grand 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

Andy Jonas, Global Co-Head, Real Estate Department, Goldman, Sachs & Co., LLC

9:10-10:00 amPanel: Wharton on the Economy and Real Estate

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: Joao Gomes, Howard Butcher III Professor of Finance; Professor of Economics, Senior Vice Dean of Research, Centers, and Academic Initiatives, The Wharton School

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

Michael Roberts, William H. Lawrence Professor, Professor of Finance, The Wharton School

10:00-10:20 amNetworking Break
10:20-11:10 amPanel: Housing Affordability from the Industry Perspective—What Can Be Done?

Moderator: Andy Jonas, Global Co-Head, Real Estate Department, Goldman, Sachs & Co., LLC

Panelists: David Dishy, CEO, LMXD Management LLC

Sean Dobson, Chairman, CEO & CIO, Amherst

Robert Nitkin, Chief Operating Officer, Millrose Properties

Alex Witkoff, Chief Executive Officer, Witkoff

11:10-11:30 amNetworking Break
11:30-12:20 pmTechnological Change and American National Defense in the Age of Artificial Intelligence

Keynote Speaker: Michael Horowitz, Director, Perry World House; Richard Perry Professor; Senior Fellow for Technology and Innovation at the Council on Foreign Relations

12:20-1:20 pmNetworking Lunch
1:20-2:10 pmPanel: The New World of Credit Investing and Financing for Real Estate

Moderator: Miriam Wheeler, Partner and Managing Director, Head of Real Estate Financing Group, Goldman, Sachs & Co., LLC

Panelists: Doug Bouquard, Partner, TPG, Head of RE Debt and CEO of TRTX

Michael Lascher, Senior Managing Director, Blackstone

Bryan McDonnell, Chair of Global Debt and Agriculture, PGIM

Greg Wolkom, Group Head Real Estate Syndicated Finance and REIT Finance, Wells Fargo

2:10-2:20 pmNetworking Break
2:20-3:10 pmModerated Conversation: The State of Real Estate Investing and Markets Around the World

Joe Gyourko in conversation with John Grayken, Founder and Chairman, Lone Star Funds

3:10-3:15 pmClosing Comments

Andy Jonas, Global Co-Head, Real Estate Department, Goldman, Sachs & Co., LLC



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