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Informa

2016 Program

Title

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Platinum

GTIS-Logo_Final_Horizontal
Ivanhoe-Cambridge_Caisse-de-depot
M&G_Real_Estate

Gold

Cushman-&-Wakefield
Dentons
msci_cmyk_130
real-capital-analytics-logo-2016
StandardLife_Investments

 

Tuesday, November 29, 2016

7:15 AM

REGISTRATION & CONTINENTAL BREAKFAST

National-Read-Advisors

8:00 AM

WELCOMING & OPENING REMARKS

Conference Co-Chairs:

gagne-rita-rose

Rita-Rose Gagné

matheson-david

David Matheson

Rita-Rose Gagné, Executive Vice President, Growth Markets, Ivanhoé Cambridge

David Matheson, Senior Vice President, Managing Director, Investments Europe, Oxford Properties Group

8:05 AM

GLOBAL PROPERTY MARKET ACTIVITY AND FORECASTS: WHAT WERE THE MAJOR TRENDS IN 2016? WHAT LIES AHEAD?

fidelitycanadainstitutional

An examination of how real estate has performed based upon risk adjusted returns in major global markets over the past 12 months. Which markets have seen the most movement in cap rates? Which property classes are under and over performing? Where do property markets sit in the cycle? The opening presentation will include a risk adjusted ranking of major western markets around the world surveyed in the IPD Global Annual Property Index covering North America, EMEA and Asia Pacific. This will be followed by current research and analysis of investment activity and capital flows across Europe and the U.S.

fairchild-simon

Simon Fairchild, Deputy Executive Director, MSCI

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8:35 AM

WHAT ARE SOME KEY ISSUES TO CONSIDER REGARDING YOUR INVESTMENT OUTLOOK FOR THE NEXT 12 MONTHS?

Veritasagro

An examination of the most significant trends in property markets around the world during the past year. Interest in real estate globally is at an all-time high. How far is this likely to continue given the wide range of economic and political conditions in various countries and regions? What are the major issues and challenges facing investors, owners, and private and public equity decision-making in a global context in 2016? Where is the pricing of assets heading in international markets? Since investment is driven by fundamentals, which markets are likely to attract the greatest investor interest?

Guest Speaker:

gordon-jacques

Jacques Gordon, Global Strategist, LaSalle Investment Management

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9:05 AM

PREVAILING VIEWS ON REAL ESTATE ALLOCATIONS TO THE 4TH ASSET CLASS: INSTITUTIONAL VS. PUBLIC INVESTORS’ PERSPECTIVES

Prior to 1980, commercial real estate seemed to be invisible to institutional investment portfolios. Today, it would appear that this once alternative investment is increasingly becoming mandatory across platforms and keeps increasing in allocation. How will the rise and search of portfolio diversification, competitive returns and investment access affect the real estate market globally in the coming years? Will international capital push valuations ahead of fundamentals, compress yields and create an overly competitive environment or will responsible investing win out?

gagne-rita-rose

Rita-Rose Gagné

chaplin-russell

Russell Chaplin

kanne-jeffrey

Jeff Kanne

paine-david

David Paine

weill-doug

Doug Weill

Moderator:
Rita-Rose Gagné, Executive Vice President, Growth Markets, Ivanhoé Cambridge

Panel:
Russell Chaplin, Chief Investment Officer, Aberdeen Asset Management
Jeff Kanne, President & CEO, National Real Estate Advisors
David Paine, Head of Real Estate, Standard Life Investments
Doug Weill, Managing Partner, Hodes Weill & Associates

9:50 AM

MORNING REFRESHMENTS

Hogan-Lovells

10:20 AM

CONCURRENT SESSIONS (Select AA1, AA2 or AA3)

SESSION AA1
RESEARCH VIEWPOINT AND A WRAP UP OF NORTH AMERICA’S REAL ESTATE MARKET. WHERE IN THE CYCLE ARE WE BY MARKET AND ASSET CLASS?

Not all markets seem to be created equal. Where in the cycle are we by market and asset class? Where is the capital coming from for U.S. investment by region? What impact has and will foreign investment have on select markets? What are the challenges, opportunities and key trends that exist by market and asset class across North America?

ceniceros-daniel

Daniel Ceniceros

giraldo-randy

Randy Giraldo

hourihan-kim

Kim Hourihan

mcintosh-will

Will McIntosh

nelson-andrew

Andrew Nelson

Moderator:
Daniel Ceniceros, Founder & President, Connect Media

Panel:
Randy Giraldo, Managing Director & US Cities Funds Portfolio Manager, TH Real Estate
Kim Hourihan, Senior Managing Director & Portfolio Manager, CBRE Global Investors
Will McIntosh, Global Head of Research, USAA Real Estate Company
Andrew Nelson, Chief Economist, USA, Colliers International
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SESSION AA2
STRUCTURING GLOBAL INVESTMENT VEHICLES IN AN INCREASINGLY COMPETITIVE MARKET: HOW DO YOU DEVELOP, PACKAGE AND EXECUTE A FUND IN 2017? WHAT ELEMENTS ARE MOST ATTRACTIVE TO INVESTORS?

In a global environment where foreign and domestic capital is chasing yield and safe havens, how do you develop, package and execute a fund in today’s market? Where is capital being directed by country and asset type? What elements are most attractive to investors? This in depth session will provide an exceptional level of detail on an extremely important issue in today’s competitive landscape.

gibson-mark

Mark Gibson

cheng-gena

Gena Cheng

kalsi-sonny

Sonny Kalsi

lese-shawn

Shawn Lese

thomas-mathias

Matthias Thomas

Moderator:
Mark Gibson, Chief Executive Officer & Executive Managing Director, HFF

Panel:
Gena Cheng, Managing Director, Global Investors Group, USAA Real Estate Company
Sonny Kalsi, Founder & Partner, GreenOak Real Estate
Shawn Lese, Managing Director, Business & Product Development, TH Real Estate
Matthias Thomas, Chief Executive Officer, INREV

SESSION AA3
INVESTOR RESULTS AND STRATEGY IN AN INCREDIBLY COMPETITIVE CITY: U.K.’s LONDON & REGION, WHAT IS IN STORE OVER THE NEAR TERM WITH EMPHASIS ON BREXIT IMPLICATIONS?

2015 saw record foreign investment in the U.K. Commercial Real Estate Market. Is 2016 on pace to stay steady, see an increase or decline considering the BREXIT vote and subsequent implications? Where are yields going with increased pressure from international investors searching for properties? Who is investing by region and asset classes? Who is coming on to the investor list and who is dropping off? What does a possibly E.U. separation mean for real estate within the U.K. as a whole. With core and quality real estate in London at peak prices in 2015, to what extent are investors moving into mid and secondary markets around the U.K. or possibly leaving the country and moving funds to NYC and other regions with more political stability. What potentially lies ahead for London in 2017?

 

hull-jonathan

Jonathan Hull

clark-paul

Paul Clark

mcdonald-craig

Craig McDonald

panambalana-dion

Dion Panambalana

tobias-rebekah

Rebekah Tobias

Moderator:
Jonathan Hull, Managing Director, EMEA Capital Markets Group, CBRE

Panel:
Paul Clark, Chief Investment Officer, The Crown Estate
Craig McDonald, Partner & Managing Director, UK, Ardstone Capital Ltd.
Dion Panambalana, Partner, Hogan Lovells International LLP
Rebekah Tobias, Partner, Cross Border Investment, Cushman & Wakefield

11:20 AM

CONCURRENT SESSIONS (Select BB1, BB2 or BB3)

SESSION BB1
THE ONGOING EVOLUTION OF THE CITIES: HOW IS URBAN REDEVELOPMENT CHANGING? WHAT ARE THE IMPLICATIONS FOR INVESTORS AND DEVELOPERS?

Cities used to grow by virtue of being based with easy proximity to natural resources and trade routes. Now cities are being built strategically. How do we build the city of the future and what will its impact on the socio-economic environment be? How are climate change, demographics, and technology pushing the boundaries on development and redevelopment activities internationally? What are the major trends that will impact investment operations, assets and valuations going forward for the city of the future?

erixon-amy

Amy Erixon

barendrecht-arie

Arie Barendrecht

bendix-sam

Sam Bendix

huijbregts-rick

Rick Huijbregts

shapiro-dean

Dean Shapiro

Moderator:
Amy Erixon, Principal & Managing Director, Investments, Avison Young Inc.

Panel:
Arie Barendrecht, Co-Founder & Chief Executive Officer, WiredScore
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Sam Bendix, Director, Investor Relations, National Real Estate Advisors
Rick Huijbregts, Vice President, Digital Transformation and Innovation, Cisco Canada
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Dean Shapiro, Senior Vice President, Investments, Oxford Properties Group

SESSION BB2
TO WHAT EXTENT IS EUROPE IN FLUX? INSIGHTS ON WESTERN, CENTRAL TO EASTERN MARKETS

What is the effect on risk analysis and investment strategies with the current geopolitical environment in Europe? Where is capital being directed; by country and by asset type? What are the major trends and opportunities for global investors in the current economic climate? Strategies to access the European market will be discussed along with challenges, including the BREXIT decision, and risks on the horizon and potential ways to mitigate them.

huebener-nils

Nils Hübener

bruhl-martin

Martin Brühl

cable-neil

Neil Cable

craston-edmund

Edmund Craston

lazar-evan

Evan Lazar
Moderator:

Nils Hübener, Chief Investment Officer, BNP Paribas Real Estate Investment Management
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Panel:
Martin Brühl, Managing Director, Union Investment Real Estate GmbH
Neil Cable, Head, European Real Estate Investments, Fidelity International
Edmund Craston, Managing Director, Rockspring Property Investment Managers
Evan Lazar, Co-Chairman, Global Real Estate Group, Dentons

SESSION BB3
GLOBAL RETAIL MARKET POISED FOR MAJOR CHANGES: WHAT ARE THE OPPORTUNITIES, RISKS AND CHALLENGES OVER THE NEXT 12 MONTHS?

There is no doubt that retail shopping is in the midst of a technological revolution that will have large impacts on the real estate that it currently resides within. What segments of the retail market will see the most changes? What tools and techniques are traditional retail owners using to successfully leverage the online experience and drive value to the real estate stores that they occupy?

abergel-hillel

Hillel Abergel

jones-bradley

Bradley Jones

lombard-james

James Lombard

quinlan-sarah

Sarah Quinlan

stevenson-greg

Greg Stevenson

Moderator:
Hillel Abergel,
Senior Vice President, CBRE Limited, National Investment Team

Panel:
Bradley Jones, Senior Vice President, Retail, Oxford Properties Group
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James Lombard,  Associate, EMEA Capital Markets, Cushman & Wakefield LLP
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Sarah Quinlan, Senior Vice President, Market Insights, MasterCard Advisors
Greg Stevenson, Chief Executive Officer, Slate Retail REIT
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12:10 PM

NETWORKING LUNCHEON

HFF

LUNCHEON REFRESHMENTS

Legal_and_GeneralProperty

1:30 PM

CONCURRENT SESSIONS (Select CC1, CC2 or CC3)

SESSION CC1
BRAZIL, MEXICO AND OTHER SOUTHERN MARKETS: THE DEBATE ABOUT RISK AND OPPORTUNITIES WITHIN LATIN AMERICA

Latin America has received much attention over the past 12-48 months for various reasons. Opportunities, challenges and risks are constantly being assessed across the region and by asset type. What are the major opportunities, challenges and trends in this part of the world? Where is capital coming from and going to? Who is new to the negotiating table and who is leaving? How do you assess risk in uncertain social economic environments and what are key lessons learned that you can leverage in your own business?

gifford-tim

Tim Gifford

chalmers-alex

Alexander Chalmers

foulon-jerome

Jérôme Foulon

heidtmann-dietrich

Dietrich Heidtmann

kreppner-karl

Karl Kreppner

Moderator:
Tim Gifford, Managing Director Capital Advisors, Latin America, CBRE

Panel:
Alexander Chalmers, Managing Director, Avenida Capital
Jérôme Foulon, Managing Director, Real Estate Investments, PSP Investments
Dietrich Heidtmann, Managing Director, Head of International Capital Markets, GTIS Partners
Karl Kreppner, Senior Vice President, Investments, The Cadillac Fairview Corporation Limited

SESSION CC2
GLOBAL DEBT AND EQUITY OVERVIEW: FROM PRIVATE SOURCES TO PUBLIC MARKETS

This session will concentrate on tracking the flow of capital, cost and availability in key markets around the world. Thoughts and projections on interest rates and the resulting effect on the market will be reviewed. Questions surrounding how transparent the global debt and equity market is and how you assess risk in this environment will be analyzed.

foster-erik

Erik Foster

barclay-jeffrey

Jeffrey Barclay,

fastov-jeff

Jeff Fastov

kohn-steven

Steven Kohn

Guy Metcalfe

Guy Metcalfe

Moderator:
Erik Foster, Principal, Practice Leader, Industrial Capital Markets, Avison Young

Panel:
Jeffrey Barclay, Managing Director, Goldman Sachs & Co.
Jeff Fastov, Senior Managing Director, Credit Strategies, Square Mile Capital Management LLC
Steven Kohn, Vice Chairman, President, Equity, Debt & Structured Finance, Cushman & Wakefield
Guy Metcalfe, Managing Director & Global Chairman of Real Estate, Morgan Stanley

SESSION CC3
HOW DO YOU BALANCE RISK AND MAXIMIZE PROFIT WITHIN YOUR INVESTMENT STRATEGIES?

What are the principal key considerations when choosing between gateway vs. secondary markets? How are allocations allotted between core, opportunity and value-add properties and portfolios? What are the different rational between investment strategies, and have initial goals measured up to anticipated results?

tobias-rebekah

Rebekah Tobias

dunn-lili

Lili Dunn

homsi-kamil

Kamil Homsi

luke-tracey

Tracey Luke

sibilia-peter

Peter Sibilia

willcocks_ted

Ted Willcocks

Moderator:
Rebekah Tobias, Partner, Cross Border Investment, Cushman & Wakefield LLPPanel:
Lili Dunn, President, Bell Partners Inc.
Kamil Homsi, President & CEO, Global Realty Capital LLC
Tracey Luke, Senior Director, Product Management, Invesco Real Estate
Peter Sibilia, Executive Director, Global Real Assets, JP Morgan Asset Management,
Ted Willcocks, Global Head, Asset Management, Real Estate, Manulife

2:30 PM

CONCURRENT SESSIONS (Select DD1, DD2 or DD3)

SESSION DD1
DEVELOPING AND IMPLEMENTING A STRATEGY FOR INVESTING IN THE US

With an economy and real estate market many times the size of Canada’s, the U.S. offers both opportunities and challenges for investors seeking to access it.  This session will function as a guide for international investors entering the U.S. market for the first time, as well as for those expanding their U.S. exposure. Where can investors find opportunities in the current market? What factors should they consider as they develop their investment strategies?  What investment structures and vehicles are available and how should investors select the one which is best suited for implementing their desired strategies?

olsen-brad

Brad Olsen

barbaro-catherine

Catherine Barbaro

bates-russ

Russ Bates

davey-paul

Paul Davey

eagan-mark

Mark Eagan

rogers-peter

Peter Rogers

Moderator:
Brad Olsen, President, Atlantic Partners Ltd.

Panel:
Catherine Barbaro, Senior Managing Director, Global Product Development, Real Assets, Manulife Financial
Russ Bates, Head of the Americas, Global Indirect Real Estate, Aviva Investors
Paul Davey, Managing Principal, Davey Companies LP
Mark Eagan, Partner, Hogan Lovells US LLP
Peter Rogers, Senior Investment Consultant, Manager Research, Willis Towers Watson

SESSION DD2
ASIA PACIFIC: WHERE IS OUTBOUND AND INBOUND CAPITAL HEADING?

The panel of industry experts will provide an overview of inbound vs. outbound investment trends across the region.  What are the lessons learned on the rapid increase in volume of capital flows combined with swings in volatility that have created an amplified importance on understanding measured risk?  What is the investor composition of in/out flows of capital and what are the major trends of significant importance? How are global investors assessing risk and opportunities within the market today?

green-morgan-david

David Green-Morgan

choi-jin

Jin Choi,

felteau-vincent

Vincent Felteau

whitebob

Bob White

Moderator:
David Green-Morgan, Global Capital Markets Research Director, International Capital Group, JLL

Panel:
Jin Choi, Managing Director & Head of Asia, Genii Capital Korea Inc.
Vincent Felteau, Portfolio Manager, Global Real Estate Securities, Asia Pacific, Presima Inc.
Bob White, Founder & President, Real Capital Analytics Inc.
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SESSION DD3
GLOBAL SECURITY AND SUSTAINABLE REAL ESTATE INVESTING: DISASTER PROOFING, RISK ANALYSIS AND SUSTAINABLE INVESTMENT DECISIONS BEHIND ASSET AND CITY SELECTION

At a time of change within the global geo-political landscape regarding sustainability, climate change and security a discussion around influences and mitigating factors is imperative. How does one ensure long-term returns, economic stability and reduce infrastructure risk in the current and future environment. An overview of social, economic, geographic and climate risk and benefit analysis on investment opportunities will be explored. Implementing the action framework from the Paris Climate Agreement on global real estate investments will prove to open may door and chance the status quo for investors, owners and operators alike. This session will look at answering some questions around this discourse.

mcdonald-rodney

Rodney McDonald

de-vos-david

David DeVos

wilson-christopher

Christopher Wilson

zemla-paul

Paul Zemla

Moderator:
Rodney McDonald, Principal, Practice Leader, Consulting & Project Management Services, Avison Young
Download Presentation

Panel:
David DeVos, Chief Sustainability Officer & Global Director of Sustainability, PGIM Real Estate
Christopher Wilson, Managing Director, Global Sustainability Officer, LaSalle Investment Management
Paul Zemla, Chief Investment Officer, Canada, Bentall Kennedy (Canada) LP

3:30 PM

CLOSING ROUNDTABLE

RISK AND RETURN: CORE VS. VALUE ADD VS. OPPORTUNISTIC. WHICH INVESTMENT STRATEGY PROVIDES BETTER VALUE FOR INVESTORS?

Yardi

How should investors play the global markets in the next 12-18 months and what risks are on the horizon that need to be considered? What global strategies make the most sense and what are projected to be key to building a successful portfolio over the near term? What have been the major insights, trends and opportunities within the international investment arena over the past 12 months? With access to relatively low costs of capital, a wide range of investors are active in global markets this panel will examine the pros and cons of each investment strategy currently and into the future.

matheson-david

David Matheson

arthur-david

David Arthur

kleinman-richard

Richard Kleinman

lopez-dennis

Dennis Lopez

shapiro-tom

Tom Shapiro

towns-martin

Martin Towns

Moderator:
David Matheson, Senior Vice President, Managing Director, Investments Europe, Oxford Properties Group

Panel:
David Arthur, Managing Partner, Brookfield Property Group
Richard Kleinman, Managing Director, Research & Strategy, LaSalle Investment Management
Dennis Lopez,Chief Investment Officer, AXA IM – Real Assets
Tom Shapiro, President & Founder, GTIS Partners
Martin Towns, Head of Capital Solutions, M&G Real Estate

4:30 PM

ADJOURNMENT

6:00 PM

CHAIRS’ RECEPTION

Bentall-Kennedy     First-National-Financial_EN

Jointly with the attendees of the Real Estate Forum. The Chairmen’s Reception will be held at the Canadian Room, Fairmont Royal York Hotel.

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