Event Profile

CAIA Atlanta Navigating Private Real Estate: National Perspective + Local Atlanta Market Insights

Date(s):
February 27, 2025
Note:
All times listed are in local time
Venue:
Invesco
1331 Spring Street NW
Atlanta, GA 30309 
Fee(s):
Free Event
Description:



 
Join Invesco, CAIA Association, and the Southeastern Alternative Fund Association to take a close look at the most widely owned and scrutinized market in today’s environment. The discussion will involve national macro trends in both real estate equity and debt opportunities. In addition, attendees will gain insight into local Atlanta innovations in RE that are helping drive national urban planning conversations via short presentations by Invest with Roots and the Community Foundation for Greater Atlanta. All while enjoying one of the best rooftop views of Atlanta.

Join us for an optional tour of Invesco’s state-of-the-art Headquarters featuring Invest with Roots and Community Foundation for Greater Atlanta, pointing out interesting developments on the Atlanta skyline.

Date & Time:
Thursday, February 27th

Time: 4:30 - 6:30 PM

Agenda: 
4:30 PM Arrival
4:45 PM Invesco Tour (Optional)
5:30 PM Panel
 
Location:
Invesco
1331 Spring St NW
Floor 26 | Flanagan Conference Room
Atlanta, GA 30309
 

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Invesco
Joseph Biasi
Organization: Newmark


Joseph Biasi is the Head of Commercial Capital Markets Research at Newmark. Newmark is a full-service commercial real estate platform involved in 100B of RE-related transactions annually. Joseph leverages his experience advising both internal and external clients along with technical experience to find deeper, data-driven insights in the market. Before Newmark, he supported the development of capital allocation strategies and loan risk identification for commercial RE funds and lenders at Costar. Before this, he was a researcher at the Federal Reserve Bank of Boston and the Clearing House.


Lou Conforti
Organization: Hunt Companies


Lou Conforti is President and on the firm’s Investment Committee. Hunt is a diversified private holding company with operating companies and assets in all 50 states and is one of the largest vertically integrated owners and operators of US housing, totaling 116,000 residences. Before Hunt, Lou was the CEO of Washington Prime Group, Inc., one of the nation’s largest retail landlords resulting from a spinoff of Simon Property Group. Before this, he was a Partner, MD, and Global Head of Strategy at Colony Capital, an MD at Balyasny, and the Global Head of Real Estate for UBS O’Connor.


Daniel Dorfman
Organization: Invest with Roots


Daniel Dorfman co-founded Roots Real Estate Investment Community, a privately held Reg A REIT focused on residential income-producing real estate. Thanks to Roots' groundbreaking model, residents who rent their properties can build wealth side by side with other investors. This model is the first of its type and has attracted over $40m in investment since 2021. Residents in Roots Rental properties have accumulated over $500,000 of wealth while providing a market return to investors.


Greg Gore
Organization: Invesco


Greg Gore is the Head of Private Markets Specialists with Invesco Real Estate. Before Invesco, he was the Head of North American Intermediary Distribution at Heitman and a Managing Director at LaSalle Investment Management. He began his career at Putnam Investments and earned his BA from the University of Tennessee.


Sarah Kirsch
Organization: Community Foundation for Greater Atlanta


Sarah Kirsch is a Managing Director at the Community Foundation for Greater Atlanta. She manages the housing investment portfolios. These funds are designed to provide gap funding and longer-term affordability for home rental and ownership. Prior to the Foundation, Sarah spent ten years with the Urban Land Institute (ULI) and served as Executive Director of the Atlanta District Council. Her work at ULI focused on walkable urban places with a specific focus on the connections between transportation and land use. Sarah’s civic leadership involves working with Atlanta Mayor Andre Dickens and serving on the Board of Commissioners for Atlanta Housing.


Andrew Schlossberg
Job Title: Managing Director
Organization: Invesco Ltd.


Andrew Schlossberg is President and CEO of Invesco. He has been in the asset management industry since 1996 and has been with Invesco since 2001. Before becoming President and CEO, he served as the Head of Invesco’s Americas region. Prior to this, he was based in Invesco's UK office as the Head of EMEA. Before the UK, he served as Head of US Retail Distribution and Global ETFs and was US Chief Marketing Officer and Head of Global Corporate Development. Prior to Invesco, he worked with Citigroup. He serves on the Board of Governors and the Executive Committee of the Investment Company Institute. He earned a BS from the University of Delaware and an MBA from Northwestern.


Jason Trujilio
Organization: Invesco


Jason Trujillo is the Head of Emerging Markets Credit within Invesco Fixed Income. He joined Invesco in 2013. Previously, he held senior investment positions with Lord Abbett, Duggan Asset Management, Nomura Securities, Barclays, and Lehman Brothers. Previously, Jason served as a light infantry sergeant in the US Army’s 82nd Airborne Division. His undergraduate degree is from NC State, and his MBA is from Duke.