US Exceptionalism under Trump Revisited
Dr. Bernhard Eschweiler, Senior Advisor, Beta Economics

Real Estate Market Fundamentals
Mike Acton, Managing Director and Head of Research, AEW Capital Management

US Real Estate Debt in the Current Rate Environment
Richard Flohr, Partner, CrossHarbor Capital Partners

US Real Estate in the Context of Alternative Asset Allocations
Brian McCarthy, Head of Alternative Investments, Ampega Asset Management
Moderation: David Rueckel

Investing in Trump’s America
Joel Kotkin, Presidential Fellow in Urban Futures, Chapman University

Rent vs. Own - Where Demographics meets Economics
Ziv Cohen, CIO, Resmark
Moderation: David Rueckel

US Multifamily Soft Landing with Strong Fundamentals
Suzanne E. Mulvee, CFA, Chief Strategy Officer, GID
Drew Spitler, Principal, Partner, Dermot
Nick Stein, Managing Director, Sentinel Real Estate
Duncan Woodard, Managing Director, Boston Capital Real Estate Partners
Moderation: Max von Below, Managing Director, Affinius Capital

Affordable Housing - Capital “A”
Daryl J. Carter, Chairman and CEO, Avanath
Pamela West, Portfolio Manager, Impact Investing, Nuveen Real Estate
Moderation: Sven Schaltegger, Senior Portfolio Manager, UBS Asset Management Switzerland AG

Specialties within the Living Sector
Senior Housing:
Dana Wooderson, Senior Housing Fund Series Portfolio Manager, Senior Housing Practice Leader, PGIM Real Estate

Specialties within the Living Sector
Manufactured Housing:
Kristin Millington, Managing Director, Crow Holdings

Specialties within the Living Sector
Student Housing:
Jason Schwartz, Managing Principal, Co-Head of Equity Group, Blue Vista

US Supply Chain in the context of Global Trade
Dayton Conklin, Managing Director, Clarion Partners

Small Box Industrial: NOI Growth vs. Capital Appreciation
Andrew Zgutowicz, CEO, High Street

Specialties within the Industrial Sector
Nearshoring - Mexico Industrial Federico Martin del Campo, Partner and Head of Mexico Real Estate, Ares Management
Specialty Storage Derek Lopez, Chief Investment Officer, GEM Realty Properties
Self Storage Mike Trench, Co-Head of Heitman Value Partners, Heitman
Moderation: David Pahl, Managing Director, GTIS Partners

AI and GenAI in Real Estate
Matt Fitzpatrick, Chief Executive Officer, Invisible Technologies

Data Centers - Cross Section of Real Estate and Infrastructure
Ryan Krauch, Senior Managing Director, Affinius Capital
Allison O’Rourke, Partner, TA Realty
Sebastian Dooley, Fund Manager, Principal Asset Management
Moderation: Anja Ritchie, Managing Director, StepStone Group

US Investor´s Perspective
Jason Rothenberg, Head of Real Estate, State of Wisconsin Investment Board
Moderation: David Rueckel

The State of the US Office Leasing Recovery
Paul J. Amrich, Vice Chairman, CBRE

Structural Changes - Office
Paul Galiano, Senior Managing Director, Tishman Speyer

Structural Changes - Retail
Tony Charles, Global Head of Research and Strategy, Morgan Stanley

Structural Changes - Mixed Use
Walter Schmidt, Senior Partner, Rockwood Capital

Structural Changes - Office, Retail and Mixed Use
Paul Galiano, Senior Managing Director, Tishman Speyer
Tony Charles, Global Head of Research and Strategy, Morgan Stanley
Walter Schmidt, Senior Partner, Rockwood Capital
Moderation: Paul J. Amrich, Vice Chairman, CBRE

Tax Changes and Outlook under the new Administration
Hubert Eisenack, Partner, Ernst & Young

Emerging Managers and Asset Classes: Shaping the Future of Private Equity in Real Estate
Peter Braffman, Managing Director, GCM Grosvenor

Frozen Liquidity in CRE
Christopher Muoio, Managing Director, Head of Data & Research, Madison International Realty

Canadian Alternative Real Estate Sectors
Jonathan Turnbull, Head of Canada, Harrison Street

European Investor´s Outlook
Max Beekmann, Deputy Head of Global REIM, Bayerische Versorgungskammer (BVK)
Martin Bramsen, Investment Manager - Real Estate, PFA Pension
Johannes Kinzinger, Portfolio Manager Real Estate Americas, SOKA-BAU
Moderation: Liora Walter, Director, Nuveen Real Estate