Bigger, different audience. NAREIT is the granddaddy of conferences for reits. More need to learn. Since they won't do it themselves, spoonfeeding helps.
Yesterday and today takes a while to sink in. Analysts write new reports with latest info and send to paying clients. I expect to see an effect on price next week.
Yesterday the price did not move lower than what it was at 2:30, just as nrf started. From there it moved up in herkey jerkey steps to the close. Because this is a frequent trading pattern I can't say yesterday's presentation was the cause, but I'm confident it did not hurt.
Let's see what they repeat and where the emphasis is. Yesterday, it was nsam buybacks, a push in Europe and a willingness to spin off other businesses if the market does not give recognition to the types of income they have.