Stanford Professionals in Real Estate
2026 SREC
Fall Conference
Stanford Professionals in Real Estate
2026 SREC Fall Conference
3
Days
–
Speakers
–
Sessions
–
Days Away
Welcome
The 2026 SREC Conference program is set, and this year's lineup is the strongest we've put together. Three days on The Farm, the conversations, the people, and the program that only SREC can deliver.
SPIRE Leadership · 2026 SREC Fall Conference
Conference Agenda
All times Pacific. Schedule subject to change.
Welcome
Wednesday, November 11
Menlo Country Club
6:00 – 9:00 PM
Welcome Reception & Dinner Keynote
Kick off the conference Wednesday evening with dinner and drinks at Menlo Country Club. Spouses and partners are welcome.
Keynote Session: Master Class in Leadership & Innovation | A Conversation with Jim Belardi
How Stanford alumni Jim Belardi grew Athene from a startup into one of the largest retirement services companies in the US, reshaping the insurance and alternative asset management landscapes along the way.
Keynote Session: Master Class in Leadership & Innovation | A Conversation with Jim Belardi
How Stanford alumni Jim Belardi grew Athene from a startup into one of the largest retirement services companies in the US, reshaping the insurance and alternative asset management landscapes along the way.
Jim Belardi
('79) · Keynote Speaker · Co-Founder, Executive Chairman & CIO, Athene Holding Ltd | Partner, Apollo Global Management
Charlie Rose
('03) · Discussant
· Managing Director, Global Head of Real Estate Credit & President, Invesco CRE Finance Trust, Invesco
Day 1
Thursday, November 12
Arrillaga Alumni Center
7:45 – 8:30 AM
Breakfast
8:30 – 8:45 AM
Welcoming Remarks
8:45 – 9:45 AM
Capital Markets: Risk, Return, and What's Next
A frank look at where capital is moving, how strategies are shifting, and what it means for real estate in the year ahead.
A.J. Agarwal
(MBA '92) · Senior Managing Director, Blackstone
Ryan Cotton
(MBA '07) · Partner & Head of Real Estate, Bain Capital Real Estate
David Pringle
('08) · Managing Director, Morgan Stanley Real Estate Investing
Ron Sturzenegger
('82) · Moderator
· Independent Board Member, StepStone Private Wealth, KBS REIT III
9:45 – 10:45 AM
Keynote: Penny Pritzker Keynote
One of the most influential voices at the intersection of business, policy, and public life.
Penny Pritzker
(JD '85, MBA '85) · Founder & Chairman, PSP Partners | 38th United States Secretary of Commerce
Jen Deason
(MBA '03) · Discussant
· Former CEO, Home Partners of America
10:45 – 11:00 AM
Break
11:00 AM – 12:00 PM
Stanford View from the Top: The Stanford Perspective
The Stanford Alumni Association's president on where the university and its alumni network are headed.
Michelle Landrey Cline
('93, MBA '98) · Vice President for Alumni Affairs, Stanford | President, Stanford Alumni Association
12:00 – 1:15 PM
Lunch
1:15 – 2:15 PM
Housing's Race to the Bottom: Falling Demand and Supply Except in San Francisco
The read on housing you come back for every year, sharper than ever.
John Burns
('85) · CEO, John Burns Research and Consulting
2:15 – 2:20 PM
SPIRE Stanford Student Impact Fund (SSIF)
Ron Sturzenegger
('82) · Independent Board Member, StepStone Private Wealth, KBS REIT III
2:20 – 3:15 PM
Council Roundtable Networking Session 1
3:15 – 4:15 PM
AI, Autonomy and Robotics: A Cambrian Explosion of New Real Estate Asset Classes?
How AI is reshaping the industry, from a founder building at the center of it.
Brendan Wallace
(MBA '10) · Founder, CEO & CIO, Fifth Wall
Gary Beasley
(MBA '93) · Discussant
· Executive Chairman & Co-Founder, Roofstock
4:15 – 7:00 PM
Networking and Dinner Reception
Join fellow SREC and SREC EL members for networking, dinner, and drinks at Arrillaga.
Day 2
Friday, November 13
Arrillaga Alumni Center
7:45 – 8:25 AM
Breakfast
8:25 – 8:30 AM
Welcoming Remarks
8:30 – 9:30 AM
Beyond the Algorithm: Designing for the Age of AI
How artificial intelligence is redefining human work and reshaping the physical world.
Claudine Frasch
(MBA '11, MS '12) · Principal & Global Strategy Practice Co-Leader, Gensler
9:30 – 10:30 AM
Innovative Approaches to City Development
Two civic leaders on what it actually takes to build and reimagine a city.
Maher Maso
Principal, Credits and Incentives, Ryan · Former Mayor, City of Frisco, TX
Shola Olatoye
CEO, San Francisco Downtown Development Corporation (DDC)
John Griggs
('95) · Moderator
· Co-Founder & Co-CEO, Presidium
10:30 – 10:45 AM
Break
10:45 – 11:45 AM
Real Estate M&A and Platform Sales
A frank look at deal flow, platform consolidation, and where the M&A market is heading.
Neil Abraham
('93) · President, Realty Income International
Tim Arndt
CFO, Prologis
Darren Guttenberg
Partner, Latham & Watkins LLP
Andy Richard
('91) · Moderator
· Global Co-Head of Real Estate Investment Banking, Citi
11:45 AM – 12:30 PM
Council Roundtable Networking Session 2
12:30 – 1:30 PM
Closing Remarks & Lunch
Speakers & Presenters
Registered speakers and panelists for the 2026 SREC Fall Conference.
Member Directory
Registered attendees for the 2026 SREC Fall Conference.
