Data & Information Management 2024
Attendance limits: Please note, owing to demand and space constraints, no more than two attendees will be allowed per investment manager or underwriting member.
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Registration fee: $775​
Meeting schedule
Tuesday, October 8: Networking dinner
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6-9pm: Ecco - Buckhead, 3586 Peachtree Road NE, Atlanta, GA, 30326
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Wednesday, October 9: Meeting
Location: Piedmont Office Realty Trust, 999 Peachtree Street, Atlanta, GA, 30309
Enter through the parking deck. Proceed to the 3rd floor and follow signs to the lobby. Take elevators to the 2nd floor Conference Center (directions is on the wall as you get off the elevator).
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8am: Breakfast
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9am: Meeting content, roundtables, workshops
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4pm: End of meeting
AGENDA
The NAREIM Data & Information Management planning committee is hard at work developing a sophisticated and highly interactive agenda. Please keep checking here for updates.
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Tuesday, October 8​
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Location: Ecco - Buckhead, 3586 Peachtree Road NE, Atlanta, GA, 30326
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Time: 6-9pm ET
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Wednesday, October 9
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8am Breakfast
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8.50am Welcome comments & NAREIM Data & Information Management committee update
NAREIM's Data & Information Management committee chairs will provide a short update on the industry, as well as key issues to be addressed through the following peer discussions.​​​​
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Co-Chair: Pete Schow, Executive Director Head of Data, Affinius Capital
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Co-Chair: Armel Traore dit Nignan, Head of Data & Analytics, Principal Asset Management
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NAREIM: IvyLee Rosario, Head of Programs
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9am Dirty data: How to deal with it, and the lack of industry standards for data quality
​Do you keep hearing about how important clean data is, and can't figure out why you care? In the context of governance, regulatory and compliance, explore how data management policy and practice ties to and can improve your business outputs and operations through a hands-on data normalization exercise and exploration of a data quality dashboard that has real-life applications.
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Speakers:
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Ben Tremblay, Senior Analyst, Real Estate Data Management, Nuveen Real Estate
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Michael Craft, Director - Data Strategy, Stockbridge Capital Group
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Kathleen Hurley, CEO & CIO, Sage Inc.
10.15am Break
10.30am Transitioning to a fund admin: Data migration and reporting requirements
So you’re considering outsourcing Fund Administration? In this session we will talk through initial due diligence and considerations for onboarding, full Portfolio or specific Investment Strategy approaches, data integration and reporting, and maintaining stakeholder and investor engagement. Additionally we will review lessons learned from real world scenarios.
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Moderator:​
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Andrew Dwyer, Director, Institutional Sales, Juniper Square
Speakers:
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Pete Schow, Executive Director - Head of Data, Affinius Capital
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Adam Atwood, Director, Fund Accounting, Juniper Square
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11.30am Break
11.45am Mapping the Proptech landscape: What exists out there, how to choose the right partner, and what's on the horizon?
This session will encourage small group discussions on (1) existing Proptech solutions, (2) best practices for evaluating a Proptech solution, and (3) anticipated future Proptech solutions and their impact on a firm’s toolkit. Insights from small group discussions will be shared with the broader group and later documented to be provided as key takeaways for attendees.
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Session leaders:
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Francesco Munaco, Vice President - Portfolio Management, Alidade Capital
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Vicki Dodig, Director of Sales, Yardi Systems
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12.30pm Lunch
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1.30pm AI: Exploring use cases from efficiency gains to predictive analytics
In this interactive session, learn what your peers are doing to separate fact from fiction. You will hear how their organizations leverage generative AI, machine learning and analytics, to create breakthrough gains for their firms.​​​
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Speakers:
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Sach Diwan, Global Head of Technology, LaSalle Investment Management
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Armel Traore dit Nignan, Head of Real Estate Data & Analytics, Principal Asset Management
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2.30pm Break
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2.45pm ​How are you educating your boards/CEOs on the cultural change of technology?
Let’s discuss how organizational change and new technology initiatives are put in motion, with change management being as much a strategy as it is a necessary evil. Whether bottom-up or top-down, how should you handle your C-Suite to push forward in the CRE tech landscape?
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Session leaders:
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Rish Gosine, Managing Director, Head of Technology & Data Analytics, Pennybacker Capital
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Mike Goodwin, Chief Technology Officer, Stockbridge Capital Group
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Doug Prickett, Senior Managing Director of Investments & Analytics, Transwestern Investment Group
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4pm End of meeting
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Feedback & Pictures from the 2023 Data & Information Management meeting​
"I always feel comfort in knowing we are all fighting the same battles, working on similar projects and generally head in the same direction."
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"This meeting helped me to understand what my peers are doing to solve common CRE issues."
"Data is essential for all companies and there are many ways to handle data management and data governance."
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"I found the sessions to be very productive, using real life cases with rich and engaging conversations about topics truly relevant to data in Real Estate."
Location
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Piedmont Office Realty Trust
999 Peachtree Street
Atlanta, GA, 30309
NAREIM does not have a hotel room block for the Data & Information Management Meeting. Below are some nearby hotels.
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Home2 Suites by Hilton Atlanta Midtown
Renaissance Atlanta Midtown Hotel
Residence Inn by Marriott Atlanta Midtown/Georgia Tech
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2024 committee members
Co-Chair: Pete Schow, Affinius Capital
Co-Chair: Armel Traore dit Nignan, Principal Asset Management
Francesco Munaco, Alidade Capital
Andrew Dwyer, Juniper Square
Sach Diwan, LaSalle Investment Management
Ben Tremblay, Nuveen Real Estate
Rish Gosine, Pennybacker Capital
Mike Goodwin & Michael Craft, Stockbridge Capital Group
Doug Prickett, Transwestern Investment Group
Vicki Dodig, Yardi Systems
Past Agendas
​NAREIM meetings are open to NAREIM members only and their guests. For further information on attending meeting or other NAREIM discussions, please contact IvyLee Rosario, Head of Programs. Please note that any executive who is not a NAREIM member, guest of a member or working in the real estate investment management industry will not be admitted to NAREIM events. NAREIM reserves the right to decline any registration. By registering for NAREIM events, you are consenting to NAREIM’s privacy policy.