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Fall Members' Meeting 2025 Endowed by the Ina and Lew Heafitz Fund

Agenda

The Inn at Penn
3600 Sansom Street, Philadelphia, PA 19104
United States

View the Participants Who's Attending

The Inn at Penn
Friday, October 24, 2025
8:00-9:00 amRegistration, Networking Breakfast
(Lobby Area)
9:00-9:10 amWelcoming Remarks
(Woodlands Ballroom)

Maisy Wong, James T. Riady Professor of Real Estate; Nancy A. Nasher and David Haemisegger Director of the Zell/Lurie Real Estate Center at the Wharton School

9:10-10:00 amThe Ina and Lew Heafitz Keynote Speaker: Jeremy Siegel on the Markets and the Economy

Jeremy Siegel, Russell E. Palmer Emeritus Professor of Finance, the Wharton School, and Chief Economist at WisdomTree Inc. in Conversation with Maisy Wong, James T. Riady Professor of Real Estate; Nancy A. Nasher and David Haemisegger Director of the Zell/Lurie Real Estate Center at the Wharton School

10:00-10:20 amNetworking Break
10:20-11:10 amBeyond Multifamily Housing: Single Family Rentals, Senior, and Student Housing

Moderator: Ben Keys, Rowan Family Foundation Professor of Real Estate and Finance, the Wharton School

Panelists: David Adelman, CEO, Campus Apartments

Alex Russo, Senior Managing Director, Investments, Ventas Inc.

Michael Simanovsky, Managing Partner and Chief Investment Officer, Conversant Capital LLC

11:10-12:00 pmWhere are the Best Opportunities in Real Estate Equity?

Moderator: Joe Gyourko, Martin Bucksbaum Professor, Professor of Real Estate, Professor of Finance, Professor of Business Economics & Public Policy, The Wharton School

Panelists: Lauren Hochfelder, Co-CEO, Morgan Stanley Real Estate Investing

Adam Schwartz, Managing Partner, TPG Angelo Gordon

Julie Solomon, Partner, Co-Head of Real Estate, Ares Management

12:00-1:10 pmLunch

Young Professionals Lunch: Suite 300 (3rd Floor) Featuring a Conversation between Olivia John, Founder and CEO, Osso Capital, Danny Malkin, Managing Director, Blackstone, and Komal Sankla, Principal, Everview Partners, moderated by Ryan Finvarb, Associate, Blackstone

1:10-2:00 pmThe Good, the Bad and the Ugly: Credit Flows and Favored Debt Plays

Moderator: Spencer B. Haber, CEO, H/2 Capital Partners LLC

Adam Behlman, President, Starwood Property Trust

Timothy Gallagher, Senior Executive Vice President, Head of Commercial Real Estate, M&T Bank

Larry Kravetz, Managing Director, Nomura Securities International, Inc.

2:00-2:15 pmNetworking Break
2:15-3:00 pmAI and the Workplace

Moderator: Maisy Wong, James T. Riady Professor of the Wharton Real Estate Department; Nancy A. Nasher and David Haemisegger Director of the Zell/Lurie Real Estate Center

Panelists: Jonathan Brice, Partner, BCG

Lynn Wu, Associate Professor of Operations, Information and Decisions, the Wharton School

3:00-3:05 pmClosing Comments

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



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