Overview: |
| Title: Seeking safer ground through real estate: portfolio construction strategies |
| Date: Tuesday, April 12, 2022 |
| Time: 12:00 PM Eastern Daylight Time |
| Duration: 1 hour |
Register Now: |
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Summary: |
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Now On Demand. Over the past three months, our portfolio strategists have fielded more questions than ever on how to grow clients’ portfolios in light of high inflation, a hawkish Fed and significant market volatility. Private real estate is an asset class that has historically offered resiliency through its natural inflation-hedging properties and produced attractive yields and returns. Nuveen, one of the largest managers of real estate in the world, invites you to a lively discussion with leaders from our real estate and portfolio strategist teams to discuss ways to potentially generate wealth while aiming to protect what’s already been built. |
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Speakers: |
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Lauren is Head of Portfolio Strategists for Nuveen, responsible for leading her team of specialists to engage clients in portfolio construction insights and to deliver best-in-class asset allocation strategies and thought leadership on behalf of the broader Multi-Asset team. Prior to joining Nuveen in July 2019, Lauren was a client portfolio manager, multi-asset investments for Schroders. While at Schroders, she developed and executed their multi-asset business strategy for the U.S. institutional and intermediary channels. Prior to Schroders, she worked in product development roles covering a diverse range of strategies at PineBridge Investments (formerly AIG Investments) and AllianceBernstein. Lauren began her career at Cambridge Associates. Lauren graduated with a B.B.A. from the College of William & Mary and an M.B.A. from the New York University Stern School of Business. |
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With over 20 years experience, Shawn serves as the Head of Fund Management and Chief Investment Officer for Nuveen Real Estate’s ~$90 billion Americas platform. He leads a team of seasoned portfolio managers in driving investment performance and partnering with our clients on their current and prospective real estate investments. In addition, as Chief Investment Officer, Americas Shawn oversees the end-to end investment process. He is a member of the Global Executive Leadership Team and Americas Investment Committee. Prior to joining the business in 2015, Shawn served as a managing director on the capital markets team of Grosvenor Fund Management. Shawn has also worked as an officer in Morgan Stanley’s real estate investment banking group. Additional experience includes positions at Lazard, JPMorgan and Sullivan & Cromwell. Shawn graduated with a B.A. from Columbia College of Columbia University, an M.B.A. from Columbia Business School and a J.D. from Columbia University School of Law. |
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Donald is the Head of Research for the Americas at Nuveen Real Estate. Using a mix of nontraditional and traditional data sources and the expertise of the professionals within the organization, Donald strives to uncover insights that help shape market-beating property portfolios. Prior to joining Nuveen Real Estate in 2021, Donald led abrdn’s (formerly Aberdeen Standard Investments) Real Estate Multi-Manager program in the Americas. His role involved sourcing, underwriting, and investing in commingled private equity real estate funds, clubs deals, co- investments, and joint ventures on behalf of abrdn’s fund-of-fund products and separately managed accounts. Prior to his role in investments, Donald was abrdn’s Head of Americas Real Estate Investment Research. Donald began his career in real estate research and strategy at CoStar Advisory Services, where he ascended to Managing Consultant, Senior Real Estate Economist. As a consultant, Donald would harness CoStar’s big-data capabilities to uncover winning strategies, identify undervalued submarkets and subsectors, optimize portfolios, and advise on individual transactions. Donald graduated with a B.S. from Penn State University’s Schreyer Honors College and an M.B.A. from the Boston College Carroll Graduate School of Management. He is a member of the Urban Land Institute Research Forum and serves on Nuveen Real Estate’s Americas Investment Committee. |
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A word on risk
Real estate investments are subject to various risks, including fluctuations in property values, higher expenses or lower income than expected, and potential environmental problems and liability. Please consider all risks carefully prior to investing in any particular strategy. A portfolio’s concentration in the real estate sector makes it subject to greater risk and volatility than other portfolios that are more diversified and its value may be substantially affected by economic events in the real estate industry. International investing involves risks, including risks related to foreign currency, limited liquidity particularly where the underlying asset comprises real estate, less government regulation in some jurisdictions, and the possibility of substantial volatility due to adverse political, economic or other developments.
Nuveen provides investment advisory services through its investment specialists.
This information does not constitute investment research as defined under MiFID.
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