2019 Conference Program

Title

Platinum

Gold

Tuesday, December 3, 2019

7:15 AM
REGISTRATION & CONTINENTAL BREAKFAST

8:00 AM
CO-CHAIRS' WELCOME

Christine Filgiano

Joanne McNamara

Christine Filgiano, Executive Vice President, Portfolio Construction & Risk Management, Ivanhoé Cambridge
Joanne McNamara, Managing Director – Europe, Oxford Properties Group


8:05 AM
GEOPOLITICAL OUTLOOK: OVERVIEW OF GLOBAL EVENTS AND TRENDS THAT WILL IMPACT REAL ESTATE DECISIONS OVER THE NEXT 12 MONTHS

This session will focus on global economic and geopolitical fundamentals, and their implications on international property markets. Discussions will include the political landscape, interest rates, commodity and energy prices, bond yields, inflation, employment and population growth.

Karthik Sankaran

Karthik Sankaran, Senior Strategist, Eurasia Group


8:45 AM
GLOBAL CITIES: WHICH CITIES ARE PRIME FOR INVESTMENT AND WHICH ONES SHOULD BE AVOIDED?

Where are the commercial real estate markets with the best opportunities? Which markets offer the best opportunities? Discussion will also include what are the most dynamic global cities driven by talented workforce, pro-business policies and buoyant real estate markets; and which markets made the greatest progress in the transparency of commercial real estate. How is rapid urbanization impacting global real estate and creating new opportunities for investors and developers?

Rosemary Feenan

Rosemary Feenan, Executive Vice President, Global Research, QuadReal Property Group


9:30 AM
MORNING REFRESHMENTS
 

10:15 AM
EUROPE: INVESTING IN CORE, OPPORTUNITY AND ALTERNATIVES ASSET CLASSES. CHASING YIELD OR A FUNDAMENTAL SHIFT IN STRATEGY?

A focused examination into EU property markets with a concentration on portfolio strategies. What is the impact of Brexit, changes to the political landscape in Germany and more. Which cities are drawing the greatest attention? Why? Which property classes are attracting the greatest interest? Where are cap rates at this time and where are they heading? Which property classes are enjoying the greatest returns? Strategy in terms of core, opportunities or alternative asset types will be discussed.

Lonneke Löwik

Tony Brown

Justin Curlow

Karim Habra

Richard Jackson

Matthew Richards

Rebekah Tobias

Moderator:
Lonneke Löwik
, Chief Executive Officer, INREV 

Panel:
Tony Brown
, Global Head of Real Estate, M&G Real Estate
Justin Curlow
, Global Head of Research & Strategy, Real Assets, AXA IM – Real Assets
Karim Habra
, Head of Europe & Asia-Pacific, Ivanhoé Cambridge
Richard Jackson, Co-Founder & Managing Director, Apache Capital Partners
Matthew Richards, Chief Executive Officer, Capital Markets, EMEA, JLL
Rebekah Tobias, Head of Business Development, MARCOL


11:15 AM
EMERGING & DEVELOPING MARKETS: WHERE IS THE BEST PLACE TO INVEST? 

How aggressively are investors still moving into emerging markets with a focus on Asia? What are different considerations to be aware of? What actually is an emerging market or developing market in today’s environment? With some investors being invested for decades, are they still considered in the same way as a new market? What cities and asset types should be focused on? This session will explore emerging and developing markets internationally and look to key areas to invest and others to potentially avoid.

Peter Cuthbert

James Britton

Frank Cohen

Dietrich Heidtmann

Moderator:
Peter Cuthbert,
President, Head of Global Real Estate, Fiera Real Estate Investments Limited

Panel:
James Britton
, Fund Manager, Real Estate, Aberdeen Standard Investments
Frank Cohen, Senior Managing Director, Global Head of Core+ Real Estate, Blackstone
Dietrich Heidtmann, Managing Director, Head of International Capital Markets, GTIS Partners

 


12:15 PM
NETWORKING LUNCHEON

1:15 PM
DEBT AND EQUITY: WHERE ARE CAPITAL MARKETS HEADED FOR 2020?

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.

David Hutchings

Michael Kavanau

Shawn Lese

Lee Millstein

Tom Shapiro

Allison Wolfe

Moderator:
David Hutchings
, International Partner, Head of Investment Strategy, EMEA Capital Markets, Cushman & Wakefield

Panel:
Michael Kavanau
, Lead Director - EMEA, Debt & Equity Advisory, JLL 
Shawn Lese, Managing Director, Head of Americas Product & Solutions, Nuveen Real Estate
Lee Millstein, President, Cerberus Global Investments & Global Head of Real Estate, Cerberus
Tom Shapiro, President & Founder, GTIS Partners
Allison Wolfe, Chief Financial Officer & Global Head of Portfolio Management, Oxford Properties


2:15 PM
USA: BEST OPPORTUNITIES AND LESSONS LEARNED FROM COAST TO COAST

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 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 the U.S.?

Brad Olsen

Zeb Bradford

Jeffrey Kanne

Amy Price

Tyson Skillings

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

Panel:
Zeb Bradford
, Chief Investment Officer, Metzler North America
Jeffrey Kanne
, President & CEO, National Real Estate Advisors
Amy Price, Managing Partner & Co-Head of U.S., BentallGreenOak (U.S.) LP
Tyson Skillings, Managing Partner, Rockwood Capital, LLC


3:15 PM
CLOSING ROUNDTABLE
VOLUMES AND VALUES OF CAPITAL FLOW: A 2020 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 countries 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?

Jim Costello

Bertrand Millot

Christine Filgiano

Joanne McNamara

Keynote Speakers:
Jim Costello
, Senior Vice President, Real Capital Analytics
Bertrand Millot, Head of Stewardship Investing, Caisse de dépôt et placement du Québec

In Conversation With:
Christine Filgiano
, Executive Vice President, Portfolio Construction & Risk Management, Ivanhoé Cambridge
Joanne McNamara, Managing Director – Europe, Oxford Properties Group


4:15 PM
CLOSING REMARKS

Christine Filgiano

Joanne McNamara

Christine Filgiano, Executive Vice President, Portfolio Construction & Risk Management, Ivanhoé Cambridge
Joanne McNamara, Managing Director - Europe, Oxford Properties Group


6:00 PM
CHAIRS’ RECEPTION