Navigating the Landscape of Real Estate
Scott Owens—Moderator, Graystone Consulting
Andrew Brett, Intercontinental Real Estate
Preston Sargent, Bailard, Inc.
Dara Friedman, BentallGreenOak
An Institutional consultant with Graystone Consulting Tampa’s Team, Scott has over 30 years of experience. Mr. Owens’ primary focus is to develop, implement and monitor customized investment portfolios based on the clients unique objectives and constraints. Since 1998, he has specifically focused on advising public retirement plans, defined contribution plans, corporations, endowments and foundations. He has specialized training with Modern Portfolio Theory, Behavioral Finance and Investment Manager Evaluation and Selection. Mr. Owens holds the Chartered Financial Analyst (CFA) designation, and the Certified Investment Management Analyst (CIMA) designation. To hold these designations, Scott is required to maintain an ongoing commitment to professional education and maintain a consistently high level of compliance with the ethical standards of the investment industry. Mr. Owens has earned Bachelor’s degrees in both economics and finance, from the Florida State University. He is a member of the Georgia Association of Public Pension Trustees (GAPPT), the Florida Public Pension Trustee Association (FPPTA) and along with the Texas Public Employee Retirement System is a panelist and speaker at the organization’s pension conferences. In addition, he is a member of the Investment Management Consultants Association (IMCA), the Chartered Financial Analyst Institute (CFA) and the CFA Society of Tampa Bay