ESG & DEI in Commercial Real Estate Forum

October 15th, 2024
New York

 

The real estate environment is rapidly changing as investors increasingly consider ESG & DEI factors in their investing decisions. With stakeholders increasingly prioritizing sustainability, community impact, and inclusivity, how are you integrating ESG and DEI into your real estate strategy?

Join over 100 top industry experts at the ESG & DEI Forum on October 15th in New York.  This forum takes a closer look at how the commercial real estate industry can leverage opportunities and surmount challenges linked with ESG and DEI initiatives.

You'll leave with insights on sustainable lending strategies, carbon reduction and profit maximization, regulatory compliance, and social impact measurement and valuation. Understand how to leverage tax credits and incentives, harness C-PACE financing, and much more.

Network with leading:

  • Real Estate Private Equity Firms
  • Real Estate Owners & Developers
  • Pension Plans & Insurance Companies
  • Endowments & Foundations
  • Mezzanine & Private Debt Providers
  • Investment Banks & Senior Lenders
  • Hedge Funds & Asset Managers
  • Family Offices & HNWIs
  • Consulting Firms

The Global Leaders in Real Estate summit kicks off with engaging plenary sessions in the morning, setting the stage for insightful discussions. In the afternoon, the agenda is divided into three forums, each focusing on specific topics. The ESG & DEI forum takes a deep dive into the significance of these factors in real estate finance.

The comprehensive agenda for the ESG & DEI forum is below. To explore the detailed summit agenda, please click here.

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Agenda

12:25 pm - Luncheon Workshop

Join your peers to discuss the most pressing issues in CRE today

1:20 pm - Chairperson's Welcome

1:30 pm - Panel Session: Lead the Green Revolution: Strategies for Sustainable Lending in a Net-Zero Era

Climate change concerns are soaring, and the Inflation Reduction Act is fueling a green building boom. This is your chance to capitalize and future-proof your lending portfolio with sustainable lending strategies.

  • Unlock Green Lending Opportunities: Master the Inflation Reduction Act's tax credits and incentives for energy-efficient projects.
  • Balance Sustainability & High Returns:  Discover strategies to achieve both environmental responsibility and strong financial returns. Attract eco-conscious tenants with green buildings that command premium rents.
  • Align with NYC's Zoning Revolution and Profitable Regulatory Compliance: Navigate new incentives and zoning systems and seamlessly integrate sustainable lending into your portfolio, maximizing returns while supporting net-zero goals.
  • Collaboration for Success: Discover how to work with stakeholders to drive the success of sustainable lending programs and create a positive environmental impact.
Moderator

Mansoor Ghori

Founder & CEO Petros PACE Finance

Mansoor Ghori is a Founder, CEO, and Board Member of Petros PACE Finance. He leads Credit, Underwriting, and Business Development, and is the Chairman of the Investment Committee. He is integral to underwriting and structuring transactions, leveraging his 30+ years of experience in structured finance.
Prior to Petros, he was the President and CEO of Accent Capital and was responsible for the investment and administrative activities of the firm. He was also a Managing Director at Transamerica Technology Finance Corporation, which was subsequently acquired by GE Capital, and a Principal at Sternhill Partners, a $100 million venture capital firm based in Houston.
Prior to joining Sternhill, he was the Founder and SVP/Regional Manager of Imperial Bank’s Southwest Region of the Emerging Growth Industries Group (acquired by Comerica Bank). He was also a VP in the National Accounts Division of Silicon Valley Bank, focusing on investments in high- technology and biotech companies in Texas.
Mansoor also currently serves on the following boards: Petros, STG Design, PACENation, C-PACE Alliance, as well as the Andy Roddick Foundation.
In addition, he is also an Executive Committee Member of Petros, PACENation and C-PACE Alliance, and a finance committee member of PACENation and the Andy Roddick Foundation.
Mansoor is a graduate of Santa Clara University, Santa Clara, California and holds an MBA from Northeastern University in Boston.

Kelly Souza

Managing Director - CRE ESG Wells Fargo

Katie Cappola

ESG Manager Madison Realty Capital

Ms. Cappola serves as ESG Manager on the Portfolio & Asset Management team, with primary responsibility for Madison’s ESG initiatives. Prior to joining Madison, Ms. Cappola held positions including Sustainability/ESG Manager at Empire State Realty Trust,  Sustainability Manager at Jones Lang LaSalle, and Associate Sustainability Project Manager at Jones Lang LaSalle.  Ms. Cappola graduated from Freeman College of management at Bucknell University, where she received her Bachelor of Science in Business Administration.

2:00 pm - Panel Session: Slash Carbon & Fuel Profits: C-PACE - Your Key to Sustainable CRE Domination

Real estate's 40% carbon footprint?  C-PACE financing is the game-changer you need. This session unlocks the power of C-PACE to supercharge your CRE portfolio and dominate the green financing revolution.

  • Be a Sustainability Superhero: Discover how C-PACE incentivizes developers to go beyond minimum green requirements, slashing carbon emissions and future-proofing your investments.
  • Master the Money Game: Understand C-PACE costs and incentives compared to traditional loans. Learn how to maximize benefits and mitigate risks.
  • Charting the Course to Green Profits: Gain insights on key trends in sustainable financing and how they can impact your portfolio.

Susan C Morth

Chairwoman of the Board and CEO EIC PACE

SUSAN MORTH is the CEO of the Energy Improvement Corporation, a NY State C-PACE program administrator. Ms. Morth leads overall operations, including the development and implementation of OPEN C-PACE, a public/private partnership that provides commercial property owners innovative financing for energy efficiency and renewable measures. Ms. Morth is the Founder and Chair of the EIC Advisory Committee, a national C-PACE working group which includes large commercial property managers and specialty finance companies. Ms. Morth has over 20 years of capital markets experience including the development of new financial products. Prior to EIC, Ms. Morth was a Partner at Empirical Research Partners and Sanford C. Bernstein & CO LLC.

Aundre Oldacre

Founding partner AoRa Development

Aundre, Managing Partner at AoRa Development, is a construction disruptor with expertise in offsite construction and sustainable development. He oversees the firm's portfolio, from identifying undervalued acquisitions to raising capital. His visionary approach to architectural design and holistic view of deal-making have positioned AoRa as a leader in efficient, sustainable development. His commitment to innovation is evident in his use of cutting-edge technologies, ESG friendly building materials, creative financing and acquisitions strategies. AoRa's strategic use of renewable energy, PropTech solutions, and PACE financing not only benefits the environment but also boosts investor returns.

Aundre has certifications from Cornell’s Commercial Real Estate and Columbia’s Construction Finance Management. He also chairs the Offsite Construction Council with the National Institute of Building Sciences and the finance committee for EIC NY PACE. His innovative prowess was recognized when he won the NYC DOB "Hack the Building Code" contest, creating a solution to expedite permit approval and generate significant revenue for NYC. Aundre's disruptive approach and holistic perspective make him a valuable voice in ESG discussions and a key player in the future of sustainable development.

2:30 pm - Panel Session: Don't Get Blindsided: ESG Investing's Game-Changing Trends for 2025 and Beyond

ESG investing is exploding, with a 50% surge! But are you ready for the regulatory shifts coming down the pipeline? This panel equips you with the future-proof strategies to dominate the market.

  • Stay Ahead of the Curve: Uncover anticipated ESG regulations and their impact on real estate investors and developers. Learn how to comply effortlessly and seize new opportunities before your competitors.
  • Measure & Maximize Social Impact: Explore leading strategies for quantifying and boost the positive social impact of your investments. Attract ESG-conscious capital and unlock even greater returns.
  • ESG & Valuation: A Match Made in Profit Heaven: Learn how ESG considerations are redefining real estate valuation methods. Position yourself to capitalize on this shift and maximize the value of your portfolio.

Elana Lipchak

CFA Director Bank of America Merrill Lynch

Curtis Probst

CEO NYCEEC

Curtis Probst is CEO of New York City Energy Efficiency Corporation: a green bank that finances energy efficiency and clean energy projects in the Northeast and Mid-Atlantic regions, with a focus on disadvantaged communities. Before joining NYCEEC in 2018, he was a Managing Director and the Head of Sustainable Finance for RMI, a global clean energy think tank. Previously, Curtis worked in investment banking for over 24 years, most recently, as a Managing Director and the Head of Corporate Structured Finance at Goldman Sachs. Curtis received a BComm from University of Calgary, an MPA from Columbia University, an EdD from University of Pennsylvania, and is a Chartered Financial Analyst.

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