Online, November 17, 2020
Tuesday, November 17, 2020, 3:00 PM – 4:00 PM GST
Tuesday, November 17 2020, 7:00 AM – 8:00 AM EST
As countries continue battling COVID-19—and as the political situation continues to evolve between the US and the Middle East during an especially contentious US presidential election year—investors are seeking new strategies across all sectors, within and beyond real estate.
In this special AFIRE virtual event for Middle East-based investors, panelists will discuss macro-level economic and political trends affecting the current investment outlook in the US, including sector-level trends and the opportunities emerging from a mounting wave of proptech and other technology innovation in the real estate industry.
What should investors watch for to map opportunity and risk for distressed properties? What will a US election year and evolving political landscape in the EU and the Middle East mean for cross-border capital flows? What is the state of capital markets in the US, and what changes will we see in office, retail, industrial, and infrastructure?
Paula Campbell Roberts, Director, Global Macro and Real Estate Americas, KKR
Paula Campbell Roberts (New York) joined KKR in 2017 and is a member of the Global Macro and Real Estate Americas teams, where she is responsible for leading macro research for real estate investing opportunities. As the Head of Alternative Data within the Global Macro team, Ms. Roberts also leads efforts to incorporate big data in due diligence, as well as in identifying demographic and consumer-driven investment themes. Prior to joining KKR, Ms. Roberts was an executive director at Morgan Stanley and the US Consumer Economist, where she managed coverage of the US consumer sector, advised Fortune 500 CEOs on their consumer strategy, and used big data to predict inflections in key sectors of the economy. Before Morgan Stanley, Ms. Roberts was a management consultant leading case teams and advising Fortune 500 companies at Bain & Co. Ms. Roberts earned her MBA from Harvard Business School and a BA from Yale University. Currently, Ms. Roberts serves on the boards of The Brearley School, the Northside Center for Childhood Development, the American Friends of Jamaica and the Harvard Business School African-American Alumni Association. She is also a Compass Charter School Advisory Board member.
Divesh Makan, Founder, ICONIQ
Divesh Makan is a founding partner of ICONIQ Capital with over fifteen years of experience in the investment management industry. Prior to ICONIQ, Mr. Makan co-led a group at Morgan Stanley that served as a multi-family office, investing capital for a small number of families around the world. Prior to Morgan Stanley, he spent eight years at Goldman Sachs, where he was a Vice President, and worked as a Senior Manager at Accenture, specializing in private equity. Mr. Makan earned an MBA from the Wharton School of the University of Pennsylvania and a BS in Electrical Engineering from the University of Natal, South Africa. He serves on the Board of San Francisco Exploratorium.
Gunnar Branson, CEO, AFIRE (Moderator)
As CEO of AFIRE, Gunnar Branson brings nearly three decades of experience across commercial real estate, professional services, education, and association leadership.
Prior to joining AFIRE in 2018, he served as CEO of the National Association of Real Estate Investment Managers (NAREIM), and before that, he led strategy and marketing for Fortune 500 and other innovative mid-market companies.
As a recognized thought leader, Gunnar is a regular speaker, panelist, and spokesperson for the global real estate and investing community, focused on institutional investing, urbanism, sustainability, and future trends.
ABOUT AFIRE VIRTUAL EVENTS
Launched in early 2020 as part of AFIRE’s membership events program, AFIRE Virtual Events provide a recurring digital format for AFIRE members to stay connected beyond in-person meetings.
Other special virtual events, outside the weekly scheduled, focus on specialized and timely topics, as well as supporting ongoing education and research.
AFIRE Virtual Events are recorded and made available for members only.