Jennifer Perkins is a portfolio manager at Principal Real Estate Investors, the dedicated real estate unit of Principal Global Investors. She is responsible for the development, implementation and advancement of real estate investment solutions for the defined contribution retirement market. Jennifer joined the firm in 1995 and spent seven years in the asset management/dispositions and acquisitions area before joining the Principal U.S. Property Account team in 2002. She received an MBA from the University of Iowa and a bachelor's degree in Economics from Central College.
Allan Swaringen JLL Income Property Trust
C. Allan Swaringen is chief executive officer and president of Jones Lang LaSalle Income Property Trust. Mr. Swaringen has more than 25 years of experience in the real estate industry, including a variety of leadership and investment management positions with LaSalle Investment Management and other leading institutions. A leading industry expert and advocate for standards and transparency in the non-listed REIT space, Mr. Swaringen has served as a speaker and featured panelist at numerous industry conferences. Mr. Swaringen holds an M.B.A. from the University of Chicago Graduate School of Business and a B.S. from the University of Illinois.
Tracey Luke Invesco
Ms. Luke joined Invesco in 2012 and currently serves as a Product Manager responsible for developing and managing real estate products and strategies with a focus on Invesco’s core open-ended commingled funds across the globe. In addition to her product management responsibilities, Ms. Luke shares responsibility for the coverage of select institutional capital sources and partners globally. Prior to her current role, Ms. Luke served as a Portfolio Manager for Invesco Core Real Estate – U.S.A., Invesco’s U.S. open-end commingled fund.
Prior to joining Invesco, Ms. Luke was with Liquid Realty Partners, a $1.2 billion global real estate secondaries firm where she served as the Director of Portfolio Management. Prior to Liquid Realty Partners, Ms. Luke held various positions including Experienced Manager in the Global Real Estate Consulting Group at Andersen, Asset Manager at J.E. Robert Companies and Director of Marketing and Corporate Development for a $2.5 billion financial services firm, Chela Education Financing.
Ms. Luke holds a Masters of Business Administration degree from London Business School and a Bachelor of Business Administration degree from the University of Texas at Austin. Ms. Luke has 23 years of professional experience including 16 years of real estate experience.
Sara Shean Cohen & Steers
Sara Shean, Vice President, is Head of Institutional Defined Contribution. She has 21 years of experience. Prior to joining Cohen & Steers in 2015, Ms. Shean was with J.P. Morgan Retirement Plan Services, then Empower, where she served as Vice President and Senior Defined Contribution Investment Strategist. Ms. Shean has a BS from Cornell University and is a CFP® certificant. She is based in Washington D.C.
Kurt Edwards UBS Asset Management
Michael O'Connor Clarion Partners
Kurt Edwards is a Director in the UBS Global Real Estate Research & Strategy team and is responsible for performance measurement and attribution as it relates to real estate portfolio strategy across various product offerings. He is also a member of the Portfolio Management team for the UBS Trumbull Diversified Property Collective Fund, a defined contribution product with daily pricing.
Prior to joining UBS in 2012, he specialized in underwriting Core Open-End Funds at The Townsend Group and was a junior portfolio manager for institutional clients on a discretionary basis. Other responsibilities included portfolio analytics, modeling exercises, investment reviews, and interacting with investment managers and clients.
Mr. Edwards is an active member of the National Council of Real Estate Investment Fiduciaries (NCREIF) where he resides on the NCREIF Index Policy Committee and served as the Co-Chair of the Performance Measurement Committee (2013-2015). He is also an active member of NCREIF/PREA Reporting Standards Council. Mr. Edwards is affiliated with the University of Connecticut's (UCONN) Center for Real Estate and guest lectures for their Principles of Real Estate class.
Mr. Edwards holds a Business degree from Queensland University of Technology in Banking & Finance and holds a Certificate in Investment Performance Measurement (CIPM) from the CFA Institute. He is also a Candidate for MBA (2018) at UCONN with a concentration in Finance.
Michael O’Connor is a Senior Vice President and Portfolio Manager at Clarion Partners. Prior to joining Portfolio Management, Michael was an Acquisitions Officer with the firm and structured real estate investment transactions in the private and public markets. He also previously served as a Vice President with Clarion’s Research Team. Michael joined Clarion Partners in 1997 and has over 26 years of real estate experience. Michael is a graduate of Brown University and earned his Master of Business Administration in finance from Columbia University. He is also member of the Urban Land Institute and a founding member of the Defined Contribution Real Estate Council.
Mary Adams ECG
Mary Adams is a Certified Meeting Professional (CMP) with more than 16 years experience in the conference, meeting planning, association management and marketing business. ECG is a focused firm, specializing in the financial services industry. In addition to running ECG, Mary is the Executive Director for the Bergen County Professional Women’s Network. Mary is frequently invited to speak on the topics of meeting planning, entrepreneurship and women in business.
Prior to launching ECG, Mary worked for Merck & Co. as a professional sales representative in the cardiovascular, neuroscience and orthopedic markets. She came to Merck & Co. after helping to establish the Life Sciences division of Worldwide Business Research, a conference company in New York City, where she produced conferences on drug discovery and online retail. Before moving to New York, Mary worked in marketing with the president of an automotive engineering company in Cleveland, Ohio. While there, she produced one-on-one sales meetings, spearheaded the company’s brand identity campaign, and managed all marketing and sales support initiatives.
Mary graduated with a Bachelor of Science in Business Administration from Miami University in Oxford, Ohio. She earned her Masters in Business Administration from Fordham University in New York, where she graduated with Beta Gamma Sigma, American Marketing Association and Phi Kappa Phi honors.