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Downtown Luncheon:  Annual Real Estate Panel

Event Description

Thursday April 11
12:00 PM - 1:30 PM

Racquet Club of Philadelphia
215 South 16th Street
Philadelphia, PA

In 2018, the U.S. economy and real estate market showed great resilience despite the "wall of worry" that built up around political stalemate in Washington, the Fed's monentary agenda, recovery from recent climate-related disasters, and rising anxiety over the maturing business cycle. Such concerns have not subsided, but underlying fundamentals and relative value warrant measured optimism for real estate investors in 2019.
Join us at the Racquet Club of Philadelphia for luncheon panel discussion focused on the outlook for the real estate sector in 2019 and beyond.  
Our panelists include:

Steve Burton, CFA
Principal, Co-Chief Investment Officer
CBRE Clarion Securities

Mr. Burton is Co-Chief Investment Officer, a member of CBRE Clarion Securities' Global Investment Policy Committee, and a member of the firm's management committee. In addition, Mr. Burton is co leader of the European real estate securities research team.

Mr. Burton joined CBRE Clarion Securities' predecessor firm in1995. Prior to that, Mr. Burton worked in various management and analyst positions in the real estate industry including positions with General Electric Investment Corporation and PNC Financial Corporation. Mr. Burton has over 34 years of real estate investment management experience.

Mr. Burton earned an MBA from Northwestern University's Kellogg School of Business and a Bachelor of Arts from Middlebury College. He is active in EPRA and NAREIT, and is a member of CFA Society Philadelphia, and CFA Institute.

Geoffrey Gardner, CFA
Partner & Chief Investment Officer
Patriot Equities

Mr. Gardner is a founding partner and Chief Investment Officer of Patriot Equities. He is responsible for the oversight of all aspects of new investments including origination, financial analysis, negotiation of terms, and capitalization. He has acquired assets with total project costs of nearly $1.0 billion. Mr. Gardner also serves on the firm's Board of Directors as well as the firm's Investment Committee that approves all new investments. Patriot has acquired assets from several large corporations, including Wells Fargo, Aramark, Broadcom, Continental Tire, Darden Restaurants and Macy's.

Mr. Gardner received a B.S. Degree in Finance from the University of Delaware and was captain of the school's football team. He is a member of the CFA Institute and has earned the right to use the CFA designation. Mr. Gardner resides in Ardmore, PA with his wife, two sons and daughter.


CFAP Members:  $25.00
Non-Members:  $40.00

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4/11/2019 12:00 PM

End Time

4/11/2019 1:30 PM

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Racquet Club of Philadelphia
215 South 16th Street
Philadelphia, PA

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Content Type: MyCFA Calendar
Created at 3/12/2019 10:30 AM by
Last modified at 3/12/2019 10:30 AM by