Andrew Baum, Director, Property Funds Research & Professor of Practice, University of Oxford

• Where will capital be deployed in 2020? Will there be a shift away from traditional regions/strategies?
• How may shifting monetary policy impact the global real estate market?
• Which key trends will shape real estate investing over the coming 3-5 years?
• How are investors building resilience ahead of a potential downturn?
• How do investors measure ESG with no standardized guidelines?

CHAIR | Andrew Baum, Director, Property Funds Research & Professor of Practice, University of Oxford
Peter Hobbs, Managing Director, bfinance
Carl Giannotta, Director, Fundraising & Investor Relations, LendInvest
Elisabeth Troni, Global Portfolio Strategist, CBRE Global Investors

Alberto Matta, Managing Partner, Optimum Asset Management

• Where are the core markets in Europe for 2020?
• Where are the prevailing ‘niche’ growth strategies across Europe?
• To what extent have UK LPs been reducing domestic allocations?
• With the withdrawal of European capital, will we continue to see an increase in Asian participation in the UK real estate market?
• What is the outlook for investment in post-Brexit Britain - a risk or an opportunity?
• How should Europe be navigated in the late-cycle?

CHAIR | Yusuf Samad, Pension Trustee, Sodexo Pension Scheme
Michael McKell, Head of Secondaries, Tullett Prebon
Alex Price, CEO, Palmer Capital / Fiera Real Estate UK
Zoltan Szelyes, Head Global Real Estate Research, Credit Suisse
Enrico Maria Imbraguglio, Head of Marketing and Distribution, Optimum Asset Management

• How has the profile of core investing evolved in recent years?
• What are the best strategies for diversifying an existing core strategy?
• To what extent does implementing ESG add value?
• What are managers doing to leverage technology in the logistics sector?
• Are second-tier cities the answer to over-priced and saturated first-tier markets?
• What are the operational risks of mixed-use real estate and how are they mitigated?
• What is the current view on PE investment into social housing?
• How can managers add value for tenants in highly competitive residential and office sectors?

CHAIR | Duncan Scorey, Director, Capital Generation Partners
Michael Tate, Associate Director, AustralianSuper
Laia Massague, Principal, StepStone Group
Daniel Dejanovic, Head of European Real Estate & Senior Managing Director, Cerberus

INNOVATION & DISRUPTION | US REAL ESTATE | EMERGING MARKETS | VALUE ADD IN EUROPE
REAL ESTATE SECONDARIES | DIRECT VS JVS VS FUNDS | REAL ESTATE DEBT | GENERAL

• What are the emerging trends LPs must consider when allocating? Demographics? Environmental factors? Technology?
• Which factors determine LP capital deployment methods?
• How are managers adapting to avoid yield compression in core markets? Is attitude to risk changing to address this?
• What does a best-in-class manager look like? How do they retain the loyalty and interest of LPs?
• To what extent should investors move up the risk curve to mitigate saturation?
• What role does debt play in a diversified portfolio?
• Are LPs adopting new measures of accountability to ensure manager discipline?

CHAIR | Skip McMullan, Deputy Chair, LPFA
Elliot Glausiusz, Chief Investment Officer, ImmoFinRE Group
Indeesh Tangeraas, Managing Director, Real Assets, Cambridge Associates
Anne Koeman-Sharapova, Senior Real Estate Investment Specialist, Mercer

• Should investors be allocating to debt as protection against a potential cyclical downturn?
• How do European debt deals compare with their US counterparts?
• What do deals look like at the small- and mid-market levels?
• What types of vehicles are catching the attention of institutional investors?
• How has the risk/return spectrum changed through the evolution of the European debt market, how will it continue to change over the next 3-5 years?

CHAIR | Alexander Ahari, Managing Director, Resilient Partners
Carl Giannotta, Director, Fundraising & Investor Relations, LendInvest
James Tarry, Senior Portfolio Manager, Alternative Income, Aviva Investors

• What are the preferred sectors and methods of gaining exposure to the US?
• When allocating internationally how should LPs weigh up their mature vs growth market allocation?
• Is saturation in the core markets leading to an uptick in emerging market investment?
• Is debt a safer means of gaining exposure to the Asian and LatAM markets for first-time investors?
• What are the driving factors behind a surge in foreign investment across India?
• To what extent are deal types of emerging markets becoming streamlined with those of core markets?
• To what extent is increasing protectionism a concern for investors?

CHAIR | Marilena Vuiu, Senior Banker, EBRD
Simon Durkin, Head of Real Assets Research, BlackRock
Dinesh Meel, Investment Director, Construction and Real Estate, CDC Group
James Bevan, Chief Investment Officer, CCLA