2019 Agenda

Day 1
04 Dec 2019

KEYNOTE PRESENTATION | THE FUTURE OF REAL ESTATE INVESTMENT

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

INVESTOR OUTLOOK FOR 2020 | WHAT ARE THE TOP ISSUES FOR INVESTORS WHO ACTIVELY INVEST IN REAL ESTATE?

  • 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

PRESENTATION | GERMAN RESIDENTIAL: A CONVERGENCE GAME

Alberto Matta, Managing Partner, Optimum Asset Management

What is the current state of European real estate markets?

  • 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 to maximise value in a saturated environment

  • 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

NETWORKING LUNCH & INVESTOR ROUNDTABLES

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

LP Strategies – evaluating the best-in-class managers

  • 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

FIRESIDE CHAT | REAL ESTATE DEBT – THE PREFERRED CHOICE IN A CONSERVATIVE CLIMATE?

  • 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

Assessing the spectrum of international opportunities

  • 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