Fall Conference 2017 Palm Beach, FL
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1 Tuesday, November 7 Fall Conference 2017 Palm Beach, FL Accounting Committee Agenda 7:30 a.m. 5:30 p.m. Conference Registration Registration Hall 7:30 a.m. 9:00 a.m. NCREIF Breakfast Salons 1,2 8:30 a.m. 9:30 a.m. Daily Pricing Committee Meeting Closed Session Salon 3 for DPI Contributors Only 8:30 a.m. 12:00 p.m. Information Management Committee Meeting Stock & Options 9:30 a.m. 10:30 a.m. Daily Pricing Committee Meeting Open Session Salon 3 10:30 a.m. 12:00 p.m. Reporting Standards Council Meeting Plaza 1,2 10:30 a.m. 1:15 p.m. ODCE Managers Meeting and Working Lunch (by invitation only) Exchange :00 p.m. 1:15 p.m. NCREIF Chairpersons Working Lunch Ocean 1 12:00 p.m. 1:15 p.m. New Attendees Orientation Luncheon with the Ambassadors Ocean 2 1:30 p.m. 2:45 p.m. Opening General Session Salons 1,2 Future of Retail Moderator: Mark Roberts, Director, Deutsche Asset Management Presenters: Margaret Harbaugh, Vice President, Morgan Stanley Naveen Jaggi, President, America, JLL Accounting Committee Meeting Salon 3 3:00 p.m. 3:10 p.m. General Topics: Welcome and Chairpersons Intro Committee Members Intro House Rules/Sign In/General Objectives of the Committee 3:10 p.m. 3:20 p.m. Recap: Survey Results from Summer Conference in Washington, DC Summary of Topics Discussed in Washington, DC 3:20 p.m. 4:00 p.m. Recap of Fair Value Accounting Manual Updates and Committee Approval 4:00 p.m. 5:15 p.m. Tax Technical Update 5:30 p.m. 6:30 p.m. Data Release Live Webinar Salons 1,2 6:30 p.m. 10:00 p.m. Welcome Tropical Pirate Dinner Party at the Resort
2 Accounting Committee Agenda Wednesday, November 8 7:00 a.m. 8:15 a.m. NCREIF Breakfast Salons 1,2 Accounting Committee Meeting Salon 3 8:30 a.m. 9:45 a.m. Financial Technical Update 9:45 a.m. 10:15 a.m. Connecting and Relationship Development 10:15 a.m. 11:00 a.m. Joint Committee Session Salon 3 Lessee Accounting: Ground Lease Fair Value Reporting Accounting Committee Meeting Salon 3 11:00 a.m. 12:00 p.m. Back office Best Practices 1:30 p.m. 3:00 p.m. General Session: Proptech Live! Salons 1,2 Presenters: Niraj Patel, CIO, IBM Lending Platforms Jim Prussack, Director, Microsoft Corp. Neel Naicker, Co Founder and CEO, AMP Technologies 3:15 p.m. 4:15 p.m. Joint Committee Session Salon 3 SEC Update Lindsey Simon, Founder & CEO, Simon Compliance Accounting Committee Meeting Salon 3 4:30 p.m. 5:30 p.m. Hot Topics/Best Practices 5:30 p.m. 9:30 p.m. Closing Evening Reception at the Resort Courtyard Pool
3 Daily Pricing Committee Agenda Tuesday, November 7 8:30 10:30 a.m. Salon 3 8:30 a.m. 9:30 a.m. Closed Door session DPI contributors only 1. Review latest draft of the DPI annual report Phase 1 2. Discuss annual report and future data requests Phase 2 3. DCREC request to disclose AUM information 4. DPI return attribution 9:30 a.m. 10:30 a.m. General session 1. Overview of Daily Pricing Index ( DPI ) and membership changes 2. Review previous DPI meeting notes 3. Progress on DPI Annual Report and timing 4. Discuss recent performance results for DPI. Presented by Kurt Edwards 5. Defined Contribution Update: Asset Flows, Vehicles, Non Traditional Asset Classes Presenter Chris Nikolich Target Data Fund manager for Alliance Bernstein 6. New member recruiting
4 Tuesday, November 7 Fall Conference 2017 Palm Beach, FL Farmland Committee Meeting Agenda 7:30 a.m. 5:30 p.m. Conference Registration Registration Hall 7:30 a.m. 9:00 a.m. NCREIF Breakfast Salons 1,2 8:30 a.m. 9:30 a.m. Daily Pricing Committee Meeting Closed Session Salon 3 for DPI Contributors Only 8:30 a.m. 12:00 p.m. Information Management Committee Meeting Stock & Options 9:30 a.m. 10:30 a.m. Daily Pricing Committee Meeting Open Session Salon 3 10:30 a.m. 12:00 p.m. Reporting Standards Council Meeting Plaza 1,2 10:30 a.m. 1:15 p.m. ODCE Managers Meeting and Working Lunch (by invitation only) Exchange :00 p.m. 1:15 p.m. NCREIF Chairpersons Working Lunch Ocean 1 12:00 p.m. 1:15 p.m. New Attendees Orientation Luncheon with the Ambassadors Ocean 2 1:30 p.m. 2:45 p.m. Opening General Session Salons 1,2 Future of Retail Moderator: Mark Roberts, Director, Deutsche Asset Management Presenters: Margaret Harbaugh, Vice President, Morgan Stanley Naveen Jaggi, President, America, JLL 3:00 p.m. 5:00 p.m. Farmland Committee Meeting Boardroom Review agenda Review Minutes of Prior Meeting Discuss 2018 Farmland Committee Leadership Farmland Appraisal Issues o Outreach o Education o Webinar Discuss Formation of Farmland Appraisal Subcommittee 5:30 p.m. 6:30 p.m. Data Release Live Webinar Salons 1,2 6:30 p.m. 10:00 p.m. Welcome Tropical Pirate Dinner Party at the Resort
5 Wednesday, November 8 Fall Conference 2017 Palm Beach, FL Farmland Committee Meeting Agenda 7:00 a.m. 6:00 p.m. Conference Registration Registration Hall 7:00 a.m. 8:15 a.m. NCREIF Breakfast Salons 1,2 8:30 a.m. 10:30 a.m. Farmland Committee Session Boardroom Discussion of Quarterly Farmland Index Conference Calls Discussion of 2018 Global AgInvesting Conference Discussion of Australian Farm Index 10:45 a.m. 12:00 p.m. Farmland Committee Session Boardroom Discussion of academic access to database Discuss NCREIF Education Seminar on Farmland 1:30 p.m. 3:00 p.m. General Session: Proptech Live! Salons 1,2 Presenters: Niraj Patel, CIO, IBM Lending Platforms Jim Prussack, Director, Microsoft Corp. Neel Naicker, Co Founder and CEO, AMP Technologies 3:15 p.m. 5:15 p.m. Farmland Committee Session Boardroom Discussion of Farmland Reporting Deadlines Schedule Monthly Committee Conference Calls Discuss Agenda for Winter Conference 5:30 p.m. 9:30 p.m. Closing Evening Reception at the Resort Courtyard Pool
6 Tuesday, November 7 Information Management Committee Agenda 7:30 a.m. 5:30 p.m. Conference Registration Registration Hall 7:30 a.m. 9:00 a.m. NCREIF Breakfast Salons 1,2 8:30 a.m. 8:45 a.m. General Topics Stock & Options Welcome and Chairpersons intro Committee Members intro Sign In/General Objectives of the Committee 8:45 a.m. 10:30 a.m. Qualitative RFP Template and the Quantitative Data Collection Goals Update 10:30 a.m. 12:00 p.m. Hot Topic: Block Chain What is that thing? 12:00 p.m. 1:15 p.m. NCREIF Chairpersons Working Lunch Ocean 1 12:00 p.m. 1:15 p.m. New Attendees Orientation Luncheon with the Ambassadors Ocean 2 1:30 p.m. 2:45 p.m. Opening General Session Salons 1,2 Future of Retail Moderator: Mark Roberts, Director, Deutsche Asset Management Presenters: Margaret Harbaugh, Vice President, Morgan Stanley Naveen Jaggi, President, America, JLL 3:00 p.m. 4:30 p.m. Round Table Vendor/Client discussion about data Exchange 1,2 5:30 p.m. 6:30 p.m. Data Release Live Webinar Salons 1,2 6:30 p.m. 10:00 p.m. Welcome Tropical Pirate Dinner Party at the Resort
7 Information Management Committee Agenda Wednesday, November 8 7:00 a.m. 8:15 a.m. NCREIF Breakfast Salons 1,2 8:30 a.m. 10:15 a.m. Technology Trends in Real Estate Stock & Options 10:15 a.m. 11:45 a.m. Joint Committee Session Plaza Ballroom Big Data John Sheffield, Partner, Linnaean 1:30 p.m. 3:00 p.m. General Session: Proptech Live! Salons 1,2 Presenters: Niraj Patel, CIO, IBM Lending Platforms Jim Prussack, Director, Microsoft Corp. Neel Naicker, Co Founder and CEO, AMP Technologies 5:30 p.m. 9:30 p.m. Closing Evening Reception at the Resort Courtyard Pool
8 Tuesday, November 7 Fall Conference 2017 Palm Beach, FL Performance Measurement Committee Meeting Agenda 7:30 a.m. 5:30 p.m. Conference Registration Registration Hall 7:30 a.m. 9:00 a.m. NCREIF Breakfast Salons 1,2 8:30 a.m. 9:30 a.m. Daily Pricing Committee Meeting Closed Session Salon 3 for DPI Contributors Only 8:30 a.m. 12:00 p.m. Information Management Committee Meeting Stock & Options 9:30 a.m. 10:30 a.m. Daily Pricing Committee Meeting Open Session Salon 3 10:30 a.m. 12:00 p.m. Reporting Standards Council Meeting Plaza 1,2 10:30 a.m. 1:15 p.m. ODCE Managers Meeting and Working Lunch (by invitation only) Exchange :00 p.m. 1:15 p.m. NCREIF Chairpersons Working Lunch Ocean 1 12:00 p.m. 1:15 p.m. New Attendees Orientation Luncheon with the Ambassadors Ocean 2 1:30 p.m. 2:45 p.m. Opening General Session Salons 1,2 Future of Retail Moderator: Mark Roberts, Director, Deutsche Asset Management Presenters: Margaret Harbaugh, Vice President, Morgan Stanley Naveen Jaggi, President, America, JLL 3:00 p.m. 5:00 p.m. Performance Measurement Committee Meeting Plaza 1,2 o Welcome to the PMC: Co Chair Charlie Stout, ACA Performance Services Co Chair Jad Howell, USAA Real Estate Company Vice Chair Matt Gilbert, UBS Prior Conference Recap / Conference Agenda o General and Project Updates: GIPS 20/20 Update Ken Robinson, CFA Institute Task Force Updates Reporting Standards and PRM Update 5:30 p.m. 6:30 p.m. Data Release Live Webinar Salons 1,2 6:30 p.m. 10:00 p.m. Welcome Tropical Pirate Dinner Party at the Resort
9 Wednesday, November 8 Performance Measurement Committee Meeting Agenda 7:00 a.m. 6:00 p.m. Conference Registration Registration Hall 7:00 a.m. 8:15 a.m. NCREIF Breakfast Salons 1,2 8:30 a.m. 10:00 a.m. Joint Committee Session Salons 1,2 City Resiliency Katharine Burgess, Senior Director of Urban Resilience, ULI 10:15 a.m. 11:45 a.m. Joint Committee Session Plaza Ballroom Big Data John Sheffield, Partner, Linnaean 1:30 p.m. 3:00 p.m. General Session: Proptech Live! Salons 1,2 Presenters: Niraj Patel, CIO, IBM Lending Platforms Jim Prussack, Director, Microsoft Corp. Neel Naicker, Co Founder and CEO, AMP Technologies 3:15 p.m. 4:15 p.m. Joint Committee Session Salon 3 SEC Update Lindsey Simon, Founder & CEO, Simon Compliance 4:30 p.m. 5:30 p.m. Joint Committee Session Plaza Ballroom CEVA Update 5:30 p.m. 9:30 p.m. Closing Evening Reception at the Resort Courtyard Pool
10 Research Committee Meeting Agenda Tuesday, November 7 7:30 a.m. 5:30 p.m. Conference Registration Registration Hall 7:30 a.m. 9:00 a.m. NCREIF Breakfast Salons 1,2 8:30 a.m. 9:30 a.m. Daily Pricing Committee Meeting Closed Session Salon 3 for DPI Contributors Only 8:30 a.m. 12:00 p.m. Information Management Committee Meeting Stock & Options 9:30 a.m. 10:30 a.m. Daily Pricing Committee Meeting Open Session Salon 3 10:30 a.m. 12:00 p.m. Reporting Standards Council Meeting Plaza 1,2 10:30 a.m. 1:15 p.m. ODCE Managers Meeting and Working Lunch (by invitation only) Exchange :00 p.m. 1:15 p.m. NCREIF Chairpersons Working Lunch Ocean 1 12:00 p.m. 1:15 p.m. New Attendees Orientation Luncheon with the Ambassadors Ocean 2 1:30 p.m. 2:45 p.m. Opening General Session Salons 1,2 Future of Retail Moderator: Mark Roberts, Director, Deutsche Asset Management Presenters: Margaret Harbaugh, Vice President, Morgan Stanley Naveen Jaggi, President, America, JLL 3:00 p.m. 5:00 p.m. Research Committee Meeting Ocean 1,2 NCREIF Updates Sara Rutledge INREV Updates Henri Vuong Research Survey Discussion Research Committee Roundtable 5:30 p.m. 6:30 p.m. Data Release Live Webinar Salons 1,2 6:30 p.m. 10:00 p.m. Welcome Tropical Pirate Dinner Party at the Resort
11 Wednesday, November 8 Research Committee Meeting Agenda 7:00 a.m. 6:00 p.m. Conference Registration Registration Hall 7:00 a.m. 8:15 a.m. NCREIF Breakfast Salons 1,2 8:30 a.m. 10:00 a.m. Joint Committee Session Salons 1,2 City Resiliency Katharine Burgess, Senior Director of Urban Resilience, ULI 10:15 a.m. 11:45 a.m. Joint Committee Session Plaza Ballroom Big Data John Sheffield, Linnaean 1:30 p.m. 3:00 p.m. General Session: Proptech Live! Salons 1,2 Presenters: Niraj Patel, CIO, IBM Lending Platforms Jim Prussack, Director, Microsoft Corp. Neel Naicker, Co Founder and CEO, AMP Technologies 3:15 p.m. 4:30 p.m. Joint Committee Session Plaza Ballroom American Nations: One Country, Many Economies Matthew Mowell, Senior Economist, Oxford Economics 4:30 p.m. 5:30 p.m. Joint Committee Session Plaza Ballroom CEVA Update 5:30 p.m. 9:30 p.m. Closing Evening Reception at the Resort Courtyard Pool
12 Timberland Committee Agenda Wednesday, November 8 7:00 a.m. 8:15 a.m. NCREIF Breakfast Salons 1,2 8:30 a.m. 8:45 a.m. Welcome and Housekeeping Mark Woloszyn, BTG Buttonwood Roll call/new attendance policy Recap of accomplishments and outstanding items Update from Chairpersons Luncheon 8:45 a.m. 9:15 a.m. NCREIF Updates Jeannie Olson, NCREIF 9:15 a.m. 9:45 a.m. Data Submission Improvements Jeannie Olson, NCREIF Mary Ellen Aronow, Hancock, and Kevin Bates, ORM Volume data submissions Volume conversion constants New mandatory form inputs for TFSAI 9:45 a.m. 10:45 a.m. Main Event: Revisions to Best Appraisal Practices Guidelines Vicary, Sewall 11:00 a.m. 12:00 p.m. Main Event: Revisions to Best Appraisal Practices Guidelines (continued) 1:30 p.m. 3:00 p.m. General Session: Proptech Live! Salons 1,2 Presenters: Niraj Patel, CIO, IBM Lending Platforms Jim Prussack, Director, Microsoft Corp. Neel Naicker, Co Founder and CEO, AMP Technologies 3:00 p.m. 3:30 p.m. Appraisal Practice Guideline impact discussion Buttonwood International Index Development Mark Woloszyn, BTG and Evan Amano, Campbell Group Research on international funds Property level returns survey and results Performance/return discussion John Griffith, Hancock Agricultural NCREIF PREA Reporting Standards Chris Nicholson, RMS 3:30 p.m. 3:45 p.m. Session Recap and Closing Mark Woloszyn, BTG 5:30 p.m. 9:30 p.m. Closing Evening Reception at the Resort Courtyard Pool
13 Tuesday, November 7 Valuation Committee Meeting Agenda 7:30 a.m. 5:30 p.m. Conference Registration Registration Hall 7:30 a.m. 9:00 a.m. NCREIF Breakfast Salons 1,2 8:30 a.m. 9:30 a.m. Daily Pricing Committee Meeting Closed Session Salon 3 for DPI Contributors Only 8:30 a.m. 12:00 p.m. Information Management Committee Meeting Stock & Options 9:30 a.m. 10:30 a.m. Daily Pricing Committee Meeting Open Session Salon 3 10:30 a.m. 12:00 p.m. Reporting Standards Council Meeting Plaza 1,2 10:30 a.m. 1:15 p.m. ODCE Managers Meeting and Working Lunch (by invitation only) Exchange :00 p.m. 1:15 p.m. NCREIF Chairpersons Working Lunch Ocean 1 12:00 p.m. 1:15 p.m. New Attendees Orientation Luncheon with the Ambassadors Ocean 2 1:30 p.m. 2:45 p.m. Opening General Session Salons 1,2 Future of Retail Moderator: Mark Roberts, Director, Deutsche Asset Management Presenters: Margaret Harbaugh, Vice President, Morgan Stanley Naveen Jaggi, President, America, JLL 3:00 p.m. 5:00 p.m. Valuation Committee Meeting Salons 1,2 Welcome and Introductions Retail Overview 5:30 p.m. 6:30 p.m. Data Release Live Webinar Salons 1,2 6:30 p.m. 10:00 p.m. Welcome Tropical Pirate Dinner Party at the Resort
14 Wednesday, November 8 Valuation Committee Meeting Agenda 7:00 a.m. 6:00 p.m. Conference Registration Registration Hall 7:00 a.m. 8:15 a.m. NCREIF Breakfast Salons 1,2 8:30 a.m. 10:00 a.m. Joint Committee Session Salons 1,2 City Resiliency Katharine Burgess, Senior Director of Urban Resilience, ULI 10:15 a.m. 11:00 a.m. Joint Committee Session Salon 3 Lessee Accounting: Ground Lease Fair Value Reporting 1:30 p.m. 3:00 p.m. General Session: Proptech Live! Salons 1,2 Presenters: Niraj Patel, CIO, IBM Lending Platforms Jim Prussack, Director, Microsoft Corp. Neel Naicker, Co Founder and CEO, AMP Technologies 3:15 p.m. 4:30 p.m. Joint Committee Session Plaza Ballroom American Nations: One Country, Many Economies Matthew Mowell, Senior Economist, Oxford Economics 4:30 p.m. 5:30 p.m. Joint Committee Session Plaza Ballroom CEVA Update 5:30 p.m. 9:30 p.m. Closing Evening Reception at the Resort Courtyard Pool
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