October 25, 2022 | NEW YORK

Agenda- Eastern Daylight Time

Register Today

 

 

 

8:00 am - Registration & Networking

8:45 am - Chairperson’s Welcome and Opening Remarks

9:00 am - Overcoming Challenges & Managing Risks in Implementing ESG & DEI Initiatives

This session will offer diverse perspectives on ESG & DEI implementation from across the commercial real estate value chain. Topics to be discussed include:

  • What are the key challenges to implementing ESG & DEI in commercial real estate? What are the best approaches to overcome those challenges?
  • How can LPs and GPs work more effectively together to promote ESG and DEI initiatives?
  • What are the most effective strategies to promote multi-stakeholder engagement around ESG & DEI?
  • How can training of employees be made more effective?
  • What are the key risks associated with ESG and DEI and how can those risks be effectively managed?
  • What are some approaches to reducing embodied carbon in buildings?
  • What can be done to facilitate greater use of renewable energy?
  • How can the supply chain of building materials be improved to reduce carbon emissions?

 

Moderator

Mauricio Serna

Vice President

Starwood Capital Group

Read Profile

Elizabeth Bell

Principal

Hamilton Lane

Read Profile

Carol Sigmond

Construction Attorney

Greenspoon Marder LLP

Read Profile

Isela Rosales

Managing Director, Head of ESG & Sustainability

Bridge Investment Group

Read Profile

9:45 am - Utilizing PACE Funding to Meet Sustainability Goals

The PACE financing model has played, and will continue to play, an increasingly important role in funding sustainable building improvements. This panel discussion will examine the opportunities and legal considerations associated with PACE funding.

Moderator

Daniel Lisk

Partner

Haynes & Boone

Read Profile

Nicholas Hoffman

Partner

Haynes & Boone

Read Profile

Aundre Oldacre

Co-Founder/Managing Partner

AoRa Development

Read Profile

Sal Tarsia

Managing Partner

CastleGreen Finance

Read Profile

10:30 am - Networking Break

11:00 am - Conducting ESG Due Diligence – Key Considerations for Investors

  • How are pension funds, private equity firms and other institutional investors assessing ESG & DEI performance of potential investments? What are the most important criteria?
  • What are the challenges faced by private equity firms and other investors in comparing ESG performance among potential investments? How can these challenges be overcome?
  • What are the steps to take in conducting due diligence?
  • What are some best practices in due diligence?

Moderator

Adam Rochwerg

Climate Strategist

Manifest Climate

Read Profile

Isela Rosales

Managing Director, Head of ESG & Sustainability

Bridge Investment Group

Read Profile

Melissa Gutierrez-Sullivan

VP, Head of Environmental, Social and Governance

CIM Group

Read Profile

Tony Liou

President

Partner Energy

Read Profile

11:45 am - Advancing Women in Commercial Real Estate

  • What progress has been achieved in gender diversity?
  • What are some innovative approaches to recruitment and retention?
  • How can the pay gap between men and women be reduced?
  • How can gender diversity efforts be made more effective?

Moderator

Kayla Gross

Principal, Project Finance & Consulting, Value360

CohnReznick

Read Profile

Chun Yee Yip

Director, Social Impact

Lendlease

Read Profile

Kelsey Harstad

Managing Director, Investments

Belay Investment Group

Read Profile

Elisabeth Troni

Fund Manager

CBRE Investment Management

Read Profile

Terri Adler

Managing Partner

Duval & Stachenfeld LLP

Read Profile

12:30 pm - Networking Lunch

Icon2

Luncheon Workshop

12:45pm - 1:45pm ESG Performance Measurement, Reporting & Benchmarking – Selecting the Right Certifications, Frameworks & Standards for Your Organization

This session will provide an open forum to discuss the strategies that real estate owners, operators and developers can use for ESG performance measurement, reporting and benchmarking. The workshop will also be of benefit to investors. Key topics to be covered include:

  • An overview of certifications, frameworks and standards and a methodology for selecting the most suitable options for your organization
  • Approaches for data collection
  • Technology solutions for measurement, reporting and benchmarking 
  • How benchmarks can be used to facilitate decarbonization efforts
  • A look to the future

Ellie Troxell

Associate, ESG Impact

Harrison Street

Read Profile

Tony Liou

President

Partner Energy

Read Profile
Icon2

Roundtable Round 1

1:45pm - 3:15pm Roundtable 1: Adapting to Climate-Related Regulations – New SEC Rule, Local Law 97 & More

Choose your topic for an interactive discussion with fellow attendees on the most pressing issues facing the industry. Network at small tables and participate in lively topical conversation. This provides an excellent opportunity to meet your industry peers in a unique setting.

  • What are the key terms of the proposed SEC Rule on climate-related risks and carbon emissions disclosure and how will it impact commercial real estate? What steps can be taken to prepare for the SEC rule?
  • How can companies in New York prepare for Local Law 97, which imposes new requirements to reduce carbon emissions in buildings?
  • What are some other climate-related laws that affect the commercial real industry? What steps should companies take to comply with these new requirements?

Moderator: Louie Woodall

Editorial Lead

Manifest Climate

Read Profile

Dana Schneider

Senior Vice President, Director of Energy, Sustainability and ESG

Empire State Realty Trust

Read Profile

Eric Tilden

Senior Director, ESG

Elme Communities

Read Profile
Icon2

Roundtable Round 1

1:45pm - 3:15pm Roundtable 2: The Evolving Role of Technology in ESG & DEI Initiatives

  • How are proptech and fintech companies facilitating ESG and DEI initiatives?
  • How are construction tech and design tech companies contributing to decarbonization efforts?
  • How are technology companies enabling data collection, performance measurement and benchmarking
  • What does the future hold?

Mike Hogentogler

Chief Operating Officer

LCOR

Read Profile

Jameson Hartman

Vice President

RET Ventures

Read Profile
Icon2

Roundtable Round 2

1:45pm - 3:15pm Roundtable 2: Residential Sector & Affordable Housing – Advancing ESG & DEI Goals

Choose your topic for an interactive discussion with fellow attendees on the most pressing issues facing the industry. Network at small tables and participate in lively topical conversation. This provides an excellent opportunity to meet your industry peers in a unique setting.

  • How can the industry overcome challenges in ESG & DEI implementation in the residential sector and affordable housing?
  • Addressing the “S” in ESG – What’s the impact of offering flexibility in security deposits, partnering with fintech companies to promote financial literacy, offering resources to build credit and other approaches to helping the disadvantaged?
  • What’s the role of proptech in promoting ESG?
  • What are important metrics for social impact?
  • What are the keys to successful impact investing?
  • Under what conditions is C-PACE a good financing option for the multifamily sector?
  • How do institutional investors and private equity companies assess potential investments in affordable housing?
  • How are lenders using ESG data?
  • How rapidly can EV chargers be deployed in the multifamily sector?

Alecia Hill

Vice President, Affordable Housing

FCP

Read Profile

Nina Tschinkel

VP of Investor Relations, Impact & Communications

Catalyst Opportunity Funds

Read Profile

3:15 pm - Chairperson’s Closing Remarks & Networking Reception