ESG & Decarbonizing Real Estate Forum
Dana Point, CA
July 12 - 13, 2022

Description

IMN is pleased to announce the Inaugural ESG & Decarbonizing Real Estate Forum, taking place July 12-13.

Environmental, Social and Governance (ESG) is now playing a more prominent role in how companies around the globe operate, and how investors invest.  In the real estate market ESG considerations are being embedded into every stage of the property lifecycle.  Awareness is growing that the sector can have a significant positive impact on the environment, diversity and inclusion, social responsibility, and impact investment opportunities.     

But ESG is not just about checking boxes and meeting requirements…Investors, employees, customers, suppliers and tenants are all paying attention, and are demanding that standards be raised.  Investors understand that ESG is a driver for long-term value and sustainability, and it has become an important part of the decision making around where they allocate capital.    

We're excited to explore all of the issues surrounding ESG including impacts on development and investment, criteria for owners, managers, developers and builders; best practices to improve your ESG score; how to manage disclosures and reporting; impacts on residential and commercial markets; and strategies around closing the gap between profitability, sustainability and making real commitments to social change. 

Featuring the timely educational takeaways and variety of tailored networking opportunities you’ve come to expect from IMN, we hope you will join us in July. Be sure to bookmark this website to stay updated as more information becomes available.

Who Should Attend
  • Real Estate Owners & Developers
  • Chief Diversity Officers
  • Private Equity Firms
  • Family Offices & Pension Funds
  • Asset Managers
  • Chief Sustainability Officers
  • Property Management Firms
  • Equity Investors
  • Lenders
  • Brokers
  • Investor Relations Professionals
  • Attorneys
  • Corporate Advisory Firms
  • Vendors & Service Providers
  • Technology & Software Providers

Conference Highlights

My Agenda

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Agenda

    Monday, July 11th, 2022

      5:00 PM
      Tier 1 Registration

      • Registration for exhibitors and attendees staying at the hotel



    Tuesday, July 12th, 2022

      7:30 AM
      Tier 2 Registration and Breakfast, Exhibit Hall Opens

      • Tier 2 Registration: Registration for company names A-M



      8:00 AM
      Tier 3 Registration

      • Registration for company names N-Z



      8:25 AM
      Opening Remarks



      8:30 AM
      ESG 101: What is Environmental, Social and Governance?

        • Understanding all the components of “ESG”
        • What are companies and investors goals when it comes to ESG initiatives?
        • It’s not about “checking the box”, ESG can drive real value
        • Understanding the metrics used to evaluate your ESG accomplishments
        • What are your ESG goals and what are you willing to give up to get there?
        • How ESG and climate-related regulations are impacting real estate investment:  Staying ahead of ESG regulatory changes


        • April Priebe, Managing Partner (Align Asset Management)
        • Jill Brosig, Chief Impact Officer (Harrison Street)

      9:00 AM
      Institutional Investors: Which ESG Factors are Influencing their Decisions?

        • Regulators are pressuring asset owners and asset managers to enact more sustainability measures
        • Environmental factors:  The transition to the low-carbon economy, net-zero, energy efficiency, managing waste, decarbonization and reducing physical climate risk
        • Social factors:  Diversity and inclusion policies, healthy working conditions, social responsibility and community impacts
        • Governance factors: Executive compensation, tax strategies, corporate governance, codes of conduct, risk management and supply chain management
        • Most institutional investors believe that companies that focus on ESG issues will outperform their competitors, produce better long-term returns and reduce investment risk
        • The need to satisfy investor demand


        • Jennifer Halvas, Managing Director of Investor Relations (Cityview)
        • Amit Madaan, Director - Financial Modeling (BlackRock, Inc.)
        • Joanna Frank, President & CEO (Fitwel)
        • Laura Craft, Head of Global ESG Strategy (Heitman)
        • Jessica Long, Head of Sustainability, Americas (Nuveen Real Estate)
        • Joseph Soleiman, Principal (Vivo Investment Group)

      9:45 AM
      Networking Break



      10:30 AM
      Success Strategies for Improving your ESG Score

        • Analyzing your ESG plan:  Where are you and where do you need to improve?
        • Disclosure: Measuring, reporting and transparency
        • Why ESG is important to investors
        • Why benchmarking and reporting is essential
        • Boardroom and industry oversight
        • Using a third party to perform the assessment
        • What data do you already have?  What do you need?
        • How do you report your achievements?
        • Regulations around sustainability disclosures
        • Investor perspective:  How do your assets fit in with the local communities and its environment?


        • Carrie Leonard, Senior Vice President - Asset Mangement (American Homes 4 Rent)
        • Carol Samaan, VP - Corporate Counsel & ESG (Healthpeak Properties)
        • Kamil Homsi, Founder/CEO (Global Realty Capital LLC)
        • Paige Wisdom, Director (Morgan Stanley Bank N.A.)
        • Tony Liou, President (Partner Energy)
        • Ricky Singh, Divisional CEO (Redaptive, Inc.)
        • William Paddock, Managing Director (WAP Sustainability)

      11:15 AM
      Keynote Interview with Sheryl Palmer, Chairman and Chief Executive Officer, Taylor Morrison Home Corporation

      • Taylor Morrison, one of the nation's leading homebuilders and developers, has a strong commitment to building a more sustainable future. Chairman and Chief Executive Officer, Sheryl Palmer will discuss the Company’s focus and achievements on its core ESG pillars: Building for the Future, People First and Transparency and Accountability.  How has Taylor Morrison improved its diversity in the typically male dominated industry of home building?  How does she balance the concerns around diversity and inclusion in the C-suite and employee base while managing the business? How are customer demands changing the Company’s approach to home building? What types of environmental initiatives have been implemented?  Have these initiatives unlocked shareholder value?



        • Sheryl Palmer, Chairman and Chief Executive Officer (Taylor Morrison Home Corporation)

      11:45 AM
      REITs: Taking a Leadership Role in Environmental Stewardship, Social Responsibility and Good Governance

        • Advancing ESG objectives through metric-based programs and strategic partnerships
        • How has the REIT community embraced ESG initiatives?
        • Why should REITs publicly disclose their ESG goals?
        • Analyzing the performance of REITs with strong ESG initiatives vs. those that don’t
        • Tenant and staff engagement programs, community relief programs and net-zero pledges
        • Green bond offerings
        • Best practices for investors and corporates


        • Jenny Whitson, Director Sustainability & ESG (IQHQ)
        • Leslie Moore, Senior Vice President and Director of ESG and Corporate Operations (LXP Industrial Trust)
        • Fulya Kocak Gin, Senior Vice President of ESG (NAREIT)

      12:30 PM
      Networking Luncheon



      Track A 1:30 PM
      Residential: How Residential and Multifamily Properties are Adopting ESG Practices

        • Impact investing opportunities in affordable housing
        • Cultural upgrades, community investment initiatives and social impact programs to build a sense of community
        • ESG effects on low-income and workforce housing
        • Sustainability reference guides and green living guidelines
        • Education, engagement and providing the right amenities
        • Single Family Rental and Build-to-Rent:  Tenants are demanding environmentally friendly buildings
        • Green living: How the apartment industry is engaging with ESG
        • Exploring the unique challenges around implementing ESG initiatives in residential buildings


        • Wesley Wilson, Chief Financial Officer (Avanath Capital)
        • Matt Falkin, Vice President (CAF Funds)
        • Michele Tihami, Chief Revenue Officer (Electriq Power)
        • Nicolette Rabadi Jaze, Vice President, Head of Strategic Partnerships and ESG (Esusu Financial, Inc.)
        • Beth Ann Coleman, Chief Compliance Officer (Fairfield Residential Company LLC)
        • Carolee Fink, Principal (Msquared)

      Track B 1:30 PM
      Commercial: PropTech Trends for A Sustainable Future in Real Estate

        • Using technology to build and enhance your ESG strategy
        • Tracking and reporting carbon waste and energy usage with technology
        • The importance of continued digital innovation in real estate
        • Using PropTech to future proof buildings against risk and drive sustainability
        • Expanding the concept of green buildings with cost-efficient technology
        • Using machine learning and big data to unlock valuable insights
        • Better decision making, removing guesswork and improving efficiency with smart technology


        • Paul Giorgio, Chief Operating Officer (AECOM Capital)
        • Michael Jansen, Chairman & Chief Executive Officer (Cityzenith)
        • Erik Norwood, CTO (Elevation)
        • Jennifer Place, Principal, Climate Technology Investment Team (Fifth Wall)

      Track A 2:15 PM
      Residential: ESG Impacts on Single Family Rental and Build to Rent

        • Tenants want to occupy sustainable buildings
        • Institutional investors are looking for developer clients who are aware of their impact on the built environment and beyond
        • Workforce housing, low-income and affordable housing
        • The gap between green rental premium and brown rental discount is widening
        • Green leases
        • How health and wellness is impacting building design and development
        • Demographic impact of millennials
        • Should you be committed to pursuing USGBC LEED or IWBI WELL Building certifications?


        • Marc Romito, VP, Enterprise Solutions (Elevation)
        • Dave Harper, Board of Directors (J.R. Hobbs Co.)
        • Jason Stanley, Head of Insights (Local Logic)
        • Lauren Winkler, Senior Director of ESG (The Green Cities Company)

      Track B 2:15 PM
      Commercial: Designing for ESG: How Climate, Health and Equity Impact Your Built Environment

        • How is interior design changing to meet investor and consumer demand for ESG leadership?
        • Exploring net-zero emissions, regenerative design and circularity and healthy interiors
        • How are global brands, owners and operators adjusting their design and purchasing in response?
        • A case study of San Francisco’s Park Regency Hyatt


        • JoAnna Abrams, Chief Executive Officer (MindClick, Inc.)

      3:00 PM
      Networking Break



      Track A 3:15 PM
      Residential: Evaluating and Mitigating ESG Risk and the Effect on Valuations

        • How ESG is playing into every stage of the property lifecycle
        • Managing risks in operational and financial performance
        • Exploring the impact of ESG on real estate valuations
        • How ESG plays into the acquisition process
        • How market value is influenced by a certificate or rating.  How do ESG ratings effect the value of the property?
        • Risk and cost management strategies
        • Are more investors following institutional investors in factoring market-level climate risk into decision-making?


        • Robert McDonough, Director of ESG and Regulatory Initiatives; Secretary (Angel Oak Capital; Fixed Income Investor Network)
        • Melissa Bartolucci Delgado, Vice President, Asset Management (CityView)
        • Rick Cole, Executive Director (Congress for the New Urbanism (CNU))
        • Hugh Molyneux, Founder & President (Refined Data)

      Track B 3:15 PM
      Commercial: How ESG is Providing Tailwinds for the Growth of C-PACE Financing

        • How Commercial Property Assessed Clean Energy (C-PACE) financing is being fueled by ESG investments
        • How is C-PACE being used for boosting building performance, project returns and sustainability?
        • The use of audits to determine the scope of C-PACE-eligible upgrades
        • How are commercial owners and developers using C-PACE financing as a long-term financing option to lower energy costs, reduce carbon footprints, increase property values and meet ESG goals.
        • How are C-PACE assessments funded?
        • Why is the size of C-PACE transactions increasing?
        • What States can C-PACE be used for new construction, retrofits and three-year look-backs?


        • Ian McCulley, PACE Director (Enhanced Capital)
        • Stephen Tsu, Managing Partner (K2 Clean Energy Capital, LLC)
        • Joseph Lau, President & CIO (LordCap Green; FIIN)
        • Mansoor Ghori, Co-Founder & Chief Executive Officer (Petros PACE Finance)
        • Jared Schlosser, Senior Vice President (Stonehill)
        • Paul Hoffman, SVP and Sr Director, C-PACE (Western Alliance Bank)

      Track A 4:00 PM
      Residential: How are Owners and Operators Managing Profitability and Sustainability?

        • Managing rising labor and materials costs, increased property insurance premiums and higher utility costs
        • Leveraging non-financial measures to create sustainable long-term value
        • Short term vs. long term goals
        • Capturing data on how your green units perform
        • Can you be profitable while also doing the right thing?
        • Balancing ESG concerns while managing the expectations of all stakeholders and managing profits?
        • Public opinion and perception
        • Communicating your priorities to stakeholders
        • Best practices for operating in a sustainable and profitable manner


        • Jeff Jerden, Senior Vice President (Centennial Holding Company)
        • Richard Randall, CEO (Echelon Energy)
        • Jonathan Needell, President & Chief Investment Officer (Kairos Investment Management Company)
        • Anna Malhari, Chief Operating Officer (Veris Residential, Inc.)

      Track B 4:00 PM
      Commercial: What is Driving ESG in the Office and Industrial Sectors

        • Commercial real estate’s role in addressing carbon emissions
        • How a strong ESG strategy can reduce disruption to building operations
        • Using ESG to reduce exposure to climate-related transition risks, changes in energy sources, shifts in energy costs, and enhanced energy and emissions reduction and reporting laws
        • Exploring building safety and materials, contamination potential, health codes, emergency response plans, and occupant and community needs
        • Green building certifications
        • Data and technology is the foundation of a good ESG strategy
        • How CRE can use ESG to drive long-term portfolio value?
        • It’s time to get serious about net-zero goals
        • The importance of real estate developments that benefit the community


        • Randy Hoff, Principal (PricewaterhouseCoopers LLP)
        • Daniel Egan, Managing Director, Americas Head of Real Estate ESG (Blackstone)
        • Robert Cushman, Senior Vice President, Operations, U.S. Office Division (Brookfield)
        • Kimberly Brown, Managing Director (Cushman & Wakefield)
        • Kelly Worden, VP, ESG and Investing for Health (International WELL Building Institute (IWBI))

      Track A 4:45 PM
      Residential: ESG&R: Resiliency

        • How do institutional investors assess resilience?
        • How can real estate professionals reimagine a better, more resilient world?
        • What new measurement frameworks and industry practices are emerging?
        • Incorporating efficiency and resiliency upgrades into your capital plan
        • Understanding the threats and vulnerabilities
        • Implementing resilient and sustainable technology solutions
        • Creating a resilient portfolio positioned for long-term performance


        • Tony Liou, President (Partner Energy)

      Track B 4:45 PM
      Commercial: Getting Serious About Net-Zero Goals

        • Energy-saving and net-zero are now the new normal
        • Cost effective strategies to reduce energy consumption
        • Pressure from investors, clients and employees to do more
        • Are lenders providing more favorable interest rates to ESG compliant projects?
        • Strategies and hurdles
        • Net-zero energy vs. net-zero carbon
        • Incentives: Risk management and improving long-term financial performance
        • Renewables, retrofitting and responsible ownership
        • New requirements to meet energy efficiency and greenhouse gas emissions limits by 2024


        • Brian Turner, CEO (Buildings IOT)
        • Danielle Barrs, Director (EisnerAmper)
        • Elena Alschuler, Americas Head of Sustainability (LaSalle Investment Management)
        • Michelle Binczyk, MES, Product Manager (FigBytes, Inc.)
        • Olivia Bartel Leigh, Executive Vice President of Portfolio Operations and People (Macerich)

      5:30 PM
      Cocktail Reception



    Wednesday, July 13th, 2022

      7:45 AM
      Breakfast and Exhibit Opens



      8:00 AM
      Small Group Meeting: Building an Impact Investing Strategy for Institutional Investors

      • Impact investors deploy capital with the intention to generate positive, measurable social and environmental impact along with a financial return.  Impact investors often focus their investments on companies or funds with strong environmental and social impact, and shy away from those that don’t have robust ESG initiatives.  When institutional investors are building an impact investing strategy, what is the right pace of adoption you should consider? How do risk tolerance and investment horizon come into play? What asset classes should you be looking at? What are your reporting expectations? What resources do you need to be successful? Should your return expectations be different than your other investments?  This small group meeting exclusively for institutional investors will give a detailed overview of the impact investing strategy. 



        • David Hood, Senior Real Assets Strategist (Sonen Capital LLC)

      8:30 AM
      Diversity, Equity and Inclusion in Real Estate: Creating Actionable Change

        • Does the real estate industry need to completely restructure to adapt an even stronger ESG agenda?
        • Building alliances with inclusivity-based organizations
        • Are millennials the driving force behind the ESG revolution?
        • How and why do millennials have the ability to influence real social change?
        • Developing initiatives that focus on attracting, retaining, and developing top-tier and diverse talent
        • Accountability and leadership…it’s not just about “checking the box”, it’s smart management


        • Michelle Winters, VP of Solutions (Goby, The ESG Platform by Conservice)
        • Ada Arevalo, Founder & CEO (iimpact capital)
        • Tina LeBlanc, Americas Head of Diversity, Equity and Inclusion (JLL)
        • Deepa Janha, Head of Asset Management (Langdon Park Capital)
        • Karen Cusmano, SVP, Head of Sustainability and ESG (Veris Residential)
        • Leslie Moody, Marketing & Strategy Consultant (Vivo Investment Group)

      9:15 AM
      Meeting the Goals of Institutional Investors

        • What are Institutional Investors really looking for?
        • Understanding the ratings and standards used by investors to evaluate your success
        • The importance of measuring, reporting and transparency
        • Creating a roadmap to ensure you are meeting your goals
        • Increasing your engagement with institutional investors as an effective tool for achieving goals and objectives
        • NOI vs. ROI vs. ESG
        • Is it just about public relations or do they really want to make the world a better place?
        • Are your investors confident that you will meet your goals?


        • Tricia Peterson, Managing Director (Accord Group Holdings)
        • R. Lynn King-Tolliver, Managing Principal (Archere Investment Management)
        • Dan Winters, Senior Director, Strategic Initiatives (GRESB)
        • Sam Schrager, U.S. Head of Climate Analytics (ISS ESG)
        • Arun Singh, Senior Managing Director, CFO (MDH Partners)
        • David Hood, Senior Real Assets Strategist (Sonen Capital LLC)

      10:00 AM
      Networking Break



      10:15 AM
      Embodied Carbon: New Building Materials and Construction Strategies



        • Monika Henn, Director (Urban Land Institute)
        • Jill Ziegler, Sr Director of Sustainability (Brookfield Properties)
        • Ana Duffy, Sustainability Manager (Hudson Pacific Properties)

      10:45 AM
      Criteria and Considerations for Construction

        • Construction’s role in reducing emissions and mitigating climate change
        • Tracking and reporting ESG metrics and measuring ESG impact and success
        • The impact of construction activity on local communities
        • Stakeholder engagement: Clients, funders, employees, vendors, and regulatory bodies
        • What factors can you use that can improve environmental awareness and encourage sustainable design?
        • Understanding what the consumer is looking for
        • Supply chain: Using diverse and socially and environmentally conscious suppliers
        • The executive team and board must be aware of the social ramifications of the business
        • Are you really green?


        • Jordan Bem, Principal (Arizona Investissements)
        • Dan Norville, CEO (Vivo Investment Group)

      11:30 AM
      Sustainable Finance: Using Debt Capital Markets to Fund Climate Solutions

        • How green bonds enable capital-raising and investment for projects with environmental benefits
        • Explaining Green Bond Principles and Climate Bonds Standard
        • Attracting green capital
        • The use of sustainable bonds in the affordable housing space
        • Data: Tracking, monitoring, and reporting on the use of proceeds
        • Regulation: Accelerating efforts to prevent greenwashing
        • Exploring the EU Green Bond market


        • Charlotte Peyraud, Director, ESG Financing (Credit Suisse)
        • James McIntyre, Chief Strategy Officer (Inclusive Prosperity Capital)
        • Ketan Parekh, Managing Director, Head of Capital Markets and Lender Relations (Toorak)

      12:15 PM
      Conference Concludes



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Contact Us

Venue

  • Conference Venue

  • Waldorf Astoria Monarch Beach Resort & Club


    1 Monarch Beach Resort
    Dana Point, CA, 92629
    USA

    Additional Info:

    IMN's room block is currently at capacity, and rooms are available at the hotel's best available rate outside of the block.

    IMPORTANT NOTE: IMN has not retained any third party booking company to assist with reservations. If you are interested in making reservations at the Waldorf Astoria Monarch Beach Resort & Club, you must book those rooms directly with the venue. 
  • Suggested Hotel

  • Pacific Edge Hotel at Laguna Beach


    647 South Coast Highway
    Laguna Beach, CA, 92651
    USA

    Additional Info: IMN does not have a room block at this property.
  • Suggested Hotel

  • Inn at Laguna Beach


    211 North Coast Highway
    Laguna Beach, CA, 92651
    USA

    Additional Info: IMN does not have a room block at this property.
  • Suggested Hotel

  • DoubleTree Suites by Hilton Hotel Doheny Beach - Dana Point


    34402 Pacific Coast Highway
    Dana Point, CA, 92629
    USA

    Additional Info: IMN does not have a room block at this property.
  • Suggested Hotel

  • Surf and Sand Resort


    1555 South Coastal Highway
    Laguna Beach, CA, 92651
    USA

    Additional Info: IMN does not have a room block at this property.
  • Suggested Hotel

  • Ritz-Carlton Laguna Niguel


    1 Ritz Carlton Drive
    Dana Point, CA, 92629
    USA

    Additional Info: IMN does not have a room block at this property.
  • Suggested Hotel

  • Laguna Cliffs Resort & Spa, A Marriott Resort


    25135 Park Lantern
    Dana Point, CA, 92629
    USA

    Additional Info: IMN does not have a room block at this property.

Speakers


1120 Avenue of the Americas, 6th Floor, New York, NY 10036
Tel: +1(212)901-0506 Fax: +1(212)768-2484
Email: mail@imn.org


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