Luminaries 2026
For over a decade, the Steers Luminaries Series has convened leaders of the industry to discuss how to navigate shifts in the real assets landscape. Today, that landscape faces more changes than ever as digital infrastructure, energy-intensive assets, and new capital demands reshape how investors think about real assets and long-term value creation.
This year’s Luminaries will take place in Gaston Hall on Georgetown’s Hilltop Campus.
Agenda
April 16, 2026
| 5 – 6 p.m. EST | Real Estate Repriced: Capital, Risk, and the Next Cycle
This panel will examine how leading investors are recalibrating risk and return expectations as real estate resets after a period of rapid repricing and capital dislocation. With both Nick Azrack and Tyler Henritze actively deploying capital from flexible, opportunistic pools, the discussion reflects real-time perspectives from investors known for disciplined underwriting and cycle-aware investing. Featuring: Nick Azrack (C’06), Partner at The Baupost Group Tyler Henritze, Founder and Managing Partner at Town Lane Moderated by Erin Dixon (B’11), Partner at Sterling Investors |
|
| 6 – 7 p.m. EST | Powering the Digital Economy: Data Centers, Energy, and the Future of Digital Infrastructure
This fireside chat will explore how institutional capital is underwriting the next wave of digital infrastructure with a focus on pricing discipline, capital formation, and risk in an environment defined by AI-driven demand and energy constraints. With investors actively deploying capital across real estate and infrastructure strategies, this year’s Luminary brings direct perspective from the front lines of allocating capital at scale. Featuring this year’s Luminary: Marc C. Ganzi (P’23), CEO at DigitalBridge Moderated by: Matthew Cypher, Director of the Steers Center, Atara Kaufman Professor of Real Estate |
|
| 7 – 9 p.m. EST | Cocktail and Networking Reception |