NIC Middle Market Investor Summit
The following was released May 21, 2019 at the Yale Club in New York City. Focused on the opportunities and challenges for senior housing investors and operators, the event included several panel discussions with experts representing the sector, including:
Investment Thesis—Equity Perspective
- Moderator: Beth Mace, Chief Economist and Director of Outreach, NIC
- Panelists: Pam Herbst, Managing Director, AEW Capital Management
- John Mark Ramsey, Chief Executive Officer, Sentio Investments, LLC
- Andrew Brett, Principal, Director of Real Assets Research, NEPC
Investment Thesis—Debt Perspective
- Moderator: Beth Mace, Chief Economist and Director of Outreach, NIC
- Panelists: Robert M. White, Jr., Founder and President, Real Capital Analytics
- Michael Patterson, Vice President, Underwriting and Credit, Freddie Mac
- Christopher Callaghan, Group Manager, Mid Atlantic, M&T Bank
- Heidi Brunet, Managing Director, Berkadia
Operator Perspective/Successful Strategies to Date
- Moderator: Kai Hsaio, Chief Executive Officer, Eclipse
- Panelists: Thomas Grape, Chairman and Chief Executive Officer, Benchmark Senior Living
- Gaurie Rodman, Director, Development Services, Direct Supply
- Judy Marczewski, Chief Financial Officer, Leisure Care
How do we move forward and engage capital providers?
- Discussion Leader: Bob Kramer, Founder and Strategic Adviser, NIC
Study resources released as part of this event include:
- Full Study Data Files: The data file and data dictionary associated with this study are accessible for further research. For access to these files, please email middlemarketstudy@norc.org.
- Executive Summary
- Interactive Tool
- Chart Pack
- Summit Booklet
- Event Presentations
Join the Discussion
Together, let’s figure out housing and care options that meet the needs of our middle-income seniors. Connect with us and join the conversation!