Tuesday November 27, 2018

7:15 AM
REGISTRATION & BREAKFAST

8:00 AM
WELCOMING & OPENING REMARKS

Christine Filgiano

Allison Wolfe

Christine Filgiano, Executive Vice President, Portfolio Construction & Risk Management, Ivanhoé Cambridge
Allison Wolfe, Chief Financial Officer & EVP, Finance & Strategy, Oxford Properties Group


8:05 AM
VOLUMES AND VALUES OF CAPITAL FLOW: A 2019 GLOBAL OUTLOOK

This session will focus exclusively on sales. With a global viewpoint, major deals and flow of capital inbound and outbound will be reviewed. What counties and cities are receiving the most investment and which are seeing capital leave? What have the notable deals been over the past 12 months and what do we anticipate for the near term?

Robert White, Founder & President, Real Capital Analytics Inc


8:45 AM
WHAT ARE SOME OF THE KEY ISSUES SHAPING THE INVESTMENT OUTLOOK OVER THE NEXT SEVERAL YEARS?

An examination of the most significant trends in property markets around the world over the past 12 months. Interest in real estate globally remains 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 2019?

Jacques Gordon, Global Investment Strategist, LaSalle Investment Management 


9:45 AM
MORNING REFRESHMENTS

10:15 AM
EUROPE: GROWING OPPORTUNITIES ON THE CONTINENT

As we look across the continent, where is capital being directed by country, asset type and risk profile and who are the most active investors? What are the major trends and opportunities for global investors in the current economic climate and what should be on their radar for the next 12-month period?

Brad Olsen

Paul Crosbie

Aikta Jain

Barbara Knoflach

Michael Rodda

Moderator:
Brad Olsen
, President, Atlantic Partners, Ltd. 

Panel:
Paul Crosbie, Fund Manager, M&G Real Estate U.K.
Aikta Jain, Director, CBRE Capital Advisors, Inc
Barbara Knoflach, Global Head of Real Estate Investment Management, BNP Paribas Real Estate
Michael Rodda, Head of EMEA Retail Capital Markets Investment, Cushman & Wakefield


11:15 AM
EXECUTING IN DEVELOPING MARKETS: OPPORTUNITIES AND CHALLENGES

What are the major opportunities and challenges when executing in growth markets? How does capital get invested? Who is at the negotiating table and how do you align interests? How do you assess risk in uncertain political environments and what are key lessons learned that can be levered in your business?

James Harkness

Dietrich Heidtmann

Rita-Rose Gagné

Keyur Shah

Rebekah Tobias

Moderator:
James Harkness
, Executive Director, Client Coverage, MSCI 

Panel:
Dietrich Heidtmann
, Managing Director, Head of International Capital Markets, GTIS Partners
Rita-Rose Gagné, President, Growth Markets, Ivanhoé Cambridge
Keyur Shah, Chief Financial Officer, HDFC Property Ventures Ltd
Rebekah Tobias, Divisional Director, Investor Relations, M7 Real Estate Limited 


12:15 PM
NETWORKING LUNCHEON
LUNCHEON REFRESHMENTS

1:15 PM
A LENDERS & INVESTMENT BANKERS PERSPECTIVE ON WHERE DEBT AND EQUITY ARE HEADING IN 2019

The debt and equity perspective on global capital that you need for the next 12-month period. Where do our speakers see equity and debt capital heading in 2019? Risk premiums and impacts of alternative lenders adjusting the current the lender market will be explored. From those on the front lines, what are the new opportunities for debt and equity and where are the challenges?

Joanne McNamara

Justin Curlow

Greta Guggenheim

David Hutchings

Kathryn Ogden

Tom Shapiro

Moderator:
Joanne McNamara
, Head of European Investments, Oxford Properties Group

Panel:
Justin Curlow
, Global Head of Research & Strategy, Real Assets, AXA IM – Real Assets
Greta Guggenheim, CEO, President & Director, TPG RE Finance Trust, Inc.
David Hutchings, International Partner, Head of Investment Strategy, EMEA Capital Markets, Cushman & Wakefield
Kathryn Ogden, Managing Director, RBC Capital Markets
Tom Shapiro, President & Founder, GTIS Partners


2:15 PM
A NORTH AMERICAN PERSPECTIVE: HOW ARE SECULAR TRENDS IMPACTING LONGER TERM INVESTMENT STRATEGIES?

The world of real estate is expanding quickly. Managing this expansion of capital across the continent in tandem with changing market dynamics that co-sharing, PropTech and the ease of global capital flows has secured if difficult at best. This session will provide an overview of the North American markets and it will also provide opinions on the changing nature of space utilization. How are secular trends, alternative asset classes and disruptive technologies impacting investment strategies in North America. What are institutional investors doing to prepare for the future?

Christine Filgiano

Mark Gilbreath

Jeffrey Kanne

John Kirk

Shawn Lese

Amy Price

Moderator:
Christine Filgiano
, Executive Vice President, Portfolio Construction & Risk Management, Ivanhoé Cambridge

Panel:
Mark Gilbreath, Chief Executive Officer, LiquidSpace 
Jeffrey Kanne, President & CEO, National Real Estate Advisors
John Kirk, Director, Research, USAA Real Estate Company
Shawn Lese, Managing Director, Head of Americas Product & Solutions, TH Real Estate
Amy Price, President & CIO, Bentall Kennedy, (U.S.) LP


3:15 PM
CLOSING ROUNDTABLE
KEY CONSIDERATIONS WHEN WORKING WITH PARTNERS AND CO-INVESTORS: WHERE IS THE INDUSTRY HEADED IN TERMS OF LP RIGHTS, CO-INVESTOR, CAPITAL, GOVERNANCE, LIQUIDITY, FEES, ETC

What international investors seeing when they evaluate funds? How are they looking at new funds and partners? What are the new themes and trends in governance? Whether you’re looking to grow assets quickly or minimize losses in a downward cycle, finding the best business structure to position your organization well to reach its goals, is crucial. Will you invest through funds or execute transactions directly? Will you work with partners and co-investors or go out on your own? Are these decisions dependent on where you invest, what you invest in and where we are in the cycle? Allocation of resources is just as important as allocation of capital – perhaps even more. The new closing roundtable will focus on these key questions and more.

Graham Stephens

Jerry Cain

Sonny Kalsi

Isabelle Martin

Jillian Shortt

Pertti Vanhanen

Moderator:
Graham Stephens
, Managing Director, HFF Securities

Panel:
Jerry Cain
, Head of Funds Advisory, Americas, JLL
Sonny Kalsi, Founder & Partner, GreenOak Real Estate
Isabelle Martin, Vice President, Real Estate Investment Funds, Ivanhoé Cambridge
Jillian Shortt, Partner, Dentons Canada LLP
Pertti Vanhanen, Global Co-Head, Real Estate, Aberdeen Standard Investments


4:15 PM
CLOSING REMARKS

Christine Filgiano

Allison Wolfe

Christine Filgiano, Executive Vice President, Portfolio Construction & Risk Management, Ivanhoé Cambridge
Allison Wolfe, Chief Financial Officer & EVP, Finance & Strategy, Oxford Properties Group


6:00 PM
CHAIRS’ RECEPTION