Yale Alumni Real Estate Association Conference 2024
Thursday, Oct 17 2024 at 6:00 pm - Friday, Oct 18 2024 at 5:00 pm EDT
Yale School of Management165 Whitney Avenue
New Haven, CT 06511
United States
Agenda
Preliminary schedule, subject to change.
Thursday, October 17 | |
6:00 - 8:00 pm | Cocktail Reception and Tours (Yale Peabody Museum) |
Friday, October 18 | |
8:00 - 8:55 am | Breakfast & Registration (Ligon-Lamsam Commons) |
8:55 - 9:00 am | Opening Remarks (Zhang Auditorium) |
9:00 - 9:40 am | New Macroeconomic Regime: Growth, Inflation, Rates, and More
|
9:45 - 10:30 am | Keynote Presentation
|
10:30 - 11:00 am | Networking Break (Ligon-Lamsam Commons) |
11:00 - 11:45 am | Yale Endowment Real Estate
|
12:00 - 1:15 pm | Lunch (New Haven Lawn Club) |
1:15 - 2:00 pm | AI 360: An Overview of AI in the Real Estate Ecosystem - Financing, Product Development, and End User
|
2:00 - 2:25 pm | Networking Break (Ligon-Lamsam Commons) |
2:25 - 3:10 pm | P3 Financing in Student Housing
|
3:15 - 4:00 pm | Decarbonizing Real Estate: From Local Regulations to Investor Pressure, How Leaders are Profiting from Decarbonizing Their Buildings
|
4:00 - 4:05 pm | Closing Remarks |
4:05 - 5:00 pm | Networking Reception (Snyder Forum) |
Hotels
Cambria Hotel (conference rate $190) 20 Dwight Street, New Haven, CT 06511
Hotel Marcel (conference rate $209) 500 Sargent Drive, New Haven, CT 06511
Blake Hotel 9 High Street, New Haven, CT 06510
The Study at Yale 1157 Chapel Street, New Haven, CT 06511
Speakers and Moderators
Christopher Cayten, Head of Strategy, CodeGreen
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Chris has more than 18 years of experience in sustainability consulting, energy management, architecture and real estate development in New York City and overseas. In addition to overseeing CodeGreen’s operations and business development, Chris manages energy efficiency, LEED and corporate sustainability projects for over 50 million square feet of real estate and Fortune 500 clients. Chris has worked with the municipal governments of New York City, San Francisco and Los Angeles on energy efficiency legislation and voluntary carbon reduction programs including New York City’s ambitious “80×50” in-depth study on how to reduce building-based emissions 80% by 2050. He holds a master’s degree from the Yale School of Architecture, a BA from Yale University, and has spoken on a number of panels regarding energy efficiency and energy efficiency legislation in New York and California including events hosted by U.S. EPA, BOMA-NY, BOMA-SF, PG&E, NYC Dept. of Buildings, Yale University, Verge, NAIOP, AIA, Urban Green Council, GRI and BuildingsNY. He is an active member of Urban Green and serves on the sustainability committees of BOMA-NY and REBNY and the boards of the Urban Air Foundation and SCALEAfrica.
Francis Lively, Conference Chair and Chief Executive Officer & President, The LCP Group, L.P.
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Mr. Lively is responsible for the execution of LCP’s investment strategies and oversees all aspects of business development, operations, and management of the firm’s diverse portfolio of real estate investments throughout the United States, including key sectors such as hospitality, multi-family, residential, single tenant net leased properties, value-add office properties, and land investments.
Mr. Lively also oversees LCP’s institutional capital relationships and its EB-5 program that raises capital from foreign investors to finance job-creating development projects in the United States.
Prior to LCP, Mr. Lively served as Vice President and Counsel at Landesbank Baden-Württemberg (LBBW) where he led the restructuring and partial disposition of a $5 billion commercial real estate loan portfolio and structured approximately $1 billion in commercial real estate loan originations. Before LBBW, Mr. Lively practiced law at Shearman & Sterling LLP where he advised on complex commercial real estate transactions. Mr. Lively has been involved with structuring the financing of several marquee properties including Chelsea Market, Trump International Hotel & Tower Chicago, Trump International Hotel Las Vegas, Cosmopolitan Las Vegas, John Hancock Center (Chicago), and 230 Park Avenue New York.
Mr. Lively serves on the Advisory Board of Yale’s International Center for Finance (ICF) and is the Chair of the Yale Alumni Real Estate Association’s annual conference sponsored by the Yale ICF. Further, he is an alumni class representative at Yale School of Management and Fordham Preparatory School. Mr. Lively also started LCP’s student sponsorship program at Cristo Rey High School in New York City.
Mr. Lively has a J.D. from Fordham University School of Law, an M.B.A. from Yale School of Management, and a B.A. from Georgetown Univers
Robert Morse, Executive Chairman, Bridge Investment Group
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Robert Morse brings over 35 years of experience in real estate investment management, commercial and investment banking and private equity fund management as Executive Chairman of Bridge Investment Group (“Bridge” or the “Firm”). As Executive Chairman, Robert is integrally involved in the management, strategy and capitalization of Bridge. He serves on the Firm’s investment committees, leads the Board of Directors and helps to develop strategy and execution for the Firm.
Prior to joining Bridge, Robert served as CEO of Citigroup’s Asia Institutional Clients Group from 2004-2008, which included financial services in 17 countries employing over 14,000 people. During Robert’s tenure, Citigroup was awarded the ‘Best Bank in Asia’ award annually by FinanceAsia, EuroMoney and The Asset magazines and in selected client surveys. Prior to his position as CEO of Citigroup’s Asia Institutional Client’s Group, Robert served as the Head of Global Investment Banking for Citigroup, based in New York.
Robert is a 1977 graduate of Yale College, Phi Beta Kappa and magna cum laude, and a 1981 graduate of the Harvard Business School and the Harvard Law School.
Robert serves on a variety of charitable organization boards, including as Chairman of the Yale President’s Council on International Activities, the Grand Teton National Park Foundation Resource Council and the Whitney Museum Directors’ Council.
Paula Campbell Roberts, Managing Director, Chief Investment Strategist for Global Wealth, KKR
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Paula Campbell Roberts (New York) joined KKR in 2017 and is the Chief Investment Strategist for the firm’s Global Wealth business and a Managing Director on the Global Macro, Balance Sheet and Risk (GBR) team. As Chief Investment Strategist, Ms. Roberts advises the firm's wealth management partners on macroeconomics and asset allocation, with a focus on the role that private assets, including private equity, real estate, infrastructure, and credit, can play in individual investor portfolios. As a Managing Director on the GBR team, Ms. Roberts also works with KKR’s investment teams on the identification and evaluation of macro considerations as it relates to both deployment and monetization opportunities. Ms. Roberts is a member of the firm’s Global Wealth Executive Committee, Global Macro, Risk and Balance Sheet (GBR) Senior Leadership team. Prior to joining KKR, Ms. Roberts was an economist at Morgan Stanley, providing views on the economy and the consumer sector to asset management clients, using big data to predict inflections in key sectors of the economy, and advising Fortune 500 CEOs on their consumer strategy. Before Morgan Stanley, Ms. Roberts was a management consultant leading case teams and advising Fortune 500 companies at Bain & Co. Ms. Roberts is one of fifteen members of the Federal Reserve Bank of New York’s Economic Advisory Panel and a member of the Economic Club of New York. Ms. Roberts earned her MBA from Harvard Business School and a BA from Yale University. She is currently a Lincoln Center Leadership Fellow, and she also serves on the boards of the New York City Ballet and the American Friends of Jamaica.
Dana Robbins Schneider, Senior Vice President, Director of Energy, Sustainability and ESG, Empire State Realty Trust
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Dana Robbins Schneider is Senior Vice President, Director of Energy, Sustainability, and ESG for Empire State Realty Trust. Dana is responsible to define, lead, and execute a comprehensive program for all company and property level energy and sustainability initiatives, industry leading best practices, and ESG and wellness programs, disclosure, and reporting. Dana leads the work behind ESRT’s globally recognized Net Zero work, for ESB by 2030 and the portfolio by 2035, focused on analyzing and implementing actionable measures which drive performance and payback at the whole building, systems and tenant level including proactive planning for LL97. We focus on measurable actionable impacts in emissions, energy, water, waste, and indoor environmental quality to drive ROI and healthy buildings.
Prior to joining ESRT, Dana led JLL’s Energy and Sustainability Projects team for the Americas, working on over 250 million square feet of impact projects over 18 years. Before this, Dana was a mechanical engineer at WSP.
Dana graduated Phi Beta Kappa from the University of Virginia in 1999 and serves on the Mayor’s Sustainability Advisory Board, Real Estate Roundtable Sustainable Policy Advisory Committee, Urban Green Board of Directors, ULI Think Tank Committee, REBNY Sustainability Committee, and is a LEED Fellow since 2016. Dana served on the LL97 Technical Pathways for Commercial Buildings and Economic Working Group and maximum terms on the USGBC LEED Steering Committee and USGBC Technical Advisory Group for IEQ.
Julie Skolnicki, Senior Managing Director of University Partnerships, Greystar
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Julie Skolnicki is a Senior Managing Director of University Partnerships for Greystar, leading on-campus development, acquisition, and long-term management partnerships. Julie serves as Student Housing Development product lead and on Greystar’s Student Housing Investment Review Committee and Culture, Inclusion and Engagement Advisory Council. During her 25-year career, she has executed over $10B in mixed-use university projects and currently oversees a $2B development and construction pipeline.
Julie joined Greystar in 2018 through the company’s acquisition of student housing leader EdR, where she served as Senior Vice President of University Partnerships. Julie is a member of the Urban Land Institute (ULI) University Development and Innovation Council, the National Multifamily Housing Council (NMHC) Student Housing Executive Committee and is actively involved with public private partnership initiatives for the Association of College and University Housing Officers-International and is a frequent speaker at industry events.
Julie is a Fellow of the American Institute of Architects, an Ohio‐registered architect, a Leadership in Energy and Environmental Design (LEED) accredited professional, and a registered Educational Facility Planner. She received a Bachelor’s degree in Architecture from the University of Cincinnati.
Cole Weston, Principal, Yale Investments Office
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Cole joined the Yale Investments Office in August 2023 and focuses on the Endowment’s real estate portfolio. He graduated from Yale College in 2013 with a Bachelor of Arts in Economics and received his MBA from Harvard Business School in 2020. Before joining YIO, Cole worked in real estate investing across capital structures and various real estate sectors at Morgan Stanley and Dune Real Estate Partners. Most recently, he worked at KKR where he was a Principal on the real estate equity team.