Stanford Professionals in Real Estate
2026 SREC EL
Fall Conference
Stanford Professionals in Real Estate
2026 SREC EL Fall Conference
3
Days
27
Speakers
12+
Sessions
–
Days Away
Welcome
This year's conference brings together some of the most influential voices in real estate — Stanford alumni and industry leaders who are shaping capital markets, housing policy, and the built environment. We're honored to host you at the Arrillaga Alumni Center for three days of candid conversation, deep relationships, and forward-looking ideas.
SPIRE Leadership · 2026 SREC EL Fall Conference
Conference Agenda
All times Pacific. Schedule subject to change.
Day 1
Wednesday, November 11
The Pro
6:00 – 9:00 PM
Welcome Dinner
Join fellow attendees for a welcome dinner to kick off the conference.
Day 2
Thursday, November 12
Arrillaga Alumni Center
8:00 – 8:40 AM
Breakfast
8:45 – 9:45 AM
Capital Markets: Risk, Return, and What's Next
A frank look at where capital is moving and what it means for real estate in the year ahead.
Ron Sturzenegger
('82) · Moderator · StepStone Private Wealth / KBS REIT III
Ryan Cotton
(MBA '07) · Bain Capital Real Estate
A.J. Agarwal
(MBA '92) · Blackstone
David Pringle
('08) · Morgan Stanley Real Estate Investing
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) · PSP Partners
Jen Deason
(MBA '03) · Discussant
10:45 – 11:00 AM
Break
11:00 AM – 12:00 PM
Stanford View from the Top: The Stanford Perspective
Hear from the president of the Stanford Alumni Association on her vision for the university and the alumni community.
Michelle Landrey Cline
('93, MBA '98) · 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
A data-driven read on where the housing market stands and what it means for real estate strategy.
John Burns
('85) · John Burns Research and Consulting
2:15 – 2:30 PM
Break
2:30 – 3:30 PM
From 0 to 1: Fundraising and Closing Your First Deal
Fellow SREC EL members talk candidly about the leap into building something of their own.
Will Geier
('11) · Portola Real Estate Partners
David Yankey
('14) · Botany Bay Investments
3:30 – 4:30 PM
Decoding Data Center Development
Power, risk, and the sector's long-term outlook amid the Information Revolution.
Hady Abou Jaoude
(MS '15) · Blue Owl Capital
Satej Desai
(MS '14) · NVIDIA
Grace Stephens
(MS '14) · Microsoft
4:30 – 7:00 PM
Networking Reception & Dinner
Join EL and SREC members for networking, dinner, and drinks at Arrillaga.
Day 3
Friday, November 13
Arrillaga Alumni Center
8:00 – 8:30 AM
Breakfast
8:30 – 9:30 AM
The Enigma of Family Offices
As family offices become a driving force in real estate, hear how they're investing, adapting, and shaping the industry's future.
David Brody
('11, MS '12) · BW Brody Affiliated Companies
Zak Holt
(MS '25) · Pagewest
Zach Levine
(MBA '24) · Gottesman Real Estate Partners
Jason Lopata
('17) · The Juniper Group
Kellen McColl
('11) · Cahill Equities
9:30 – 10:30 AM
Gregor Watson
From 1Sharpe Capital to Roofstock to Chisel Industries, Gregor Watson has built ventures across real estate. Hear how, and what's next.
Gregor Watson
· Co-Founder, 1Sharpe Capital & Chisel Industries
Casey Finch
('13) · Discussant · Crusoe
10:30 – 10:45 AM
Break
10:45 AM – 12:00 PM
Tales from the Trenches
Wins and learnings from real-time projects from our EL cohort.
Hilary Barte
('11) · JLL
Barrie Grinberg
(MS '21, MBA '21) · DECA
Alex Thompson
(MBA '24) · Storage Star
12:00 – 12:30 PM
Networking Session
12:30 – 1:30 PM
Lunch
1:30 – 2:30 PM
AI in Action: Tools Reshaping Real Estate
A look at how AI tools are reshaping day-to-day work in real estate, from the panelists who are putting them into practice.
Jake Heller
· AI for CRE Collective
Leia de Guzman
(MBA '22) · Cambio
Alex Michalatos
(MBA '23) · BuildCheck AI
Saloni Rao
(MBA '26) · Truebase
Jason Lopata
('17) · Discussant · The Juniper Group
2:30 PM
Post-Lunch Tour / Happy Hour
Speakers & Presenters
Registered speakers and panelists for the 2026 SREC EL Fall Conference.
Member Directory
Registered attendees for the 2026 SREC EL Fall Conference.
