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Tuesday November 28, 2017

7:15 AM
REGISTRATION & CONTINENTAL BREAKFAST

8:00 AM
WELCOMING & OPENING REMARKS

Conference Co-Chairs:

Mario Morroni

Allison Wolfe

Mario Morroni, Executive Vice President, Investment Strategy & Capital Allocation, Ivanhoé Cambridge
Allison Wolfe
, Senior Vice President Finance, Strategy & Risk, Oxford Properties Group


8:05 AM
WHY INVEST GLOBALLY? HOW HAS INVESTING INTERNATIONALLY EVOLVED? PAST, PRESENT AND FUTURE

Facilitation: Allison Wolfe, Senior Vice President Finance, Strategy and Risk, Oxford Properties Group

 

Amlan Roy

James Harkness

Mario Lefebvre

A. GLOBAL MACRO-DEMOGRAPHIC VIEW: HIGHLIGHTING THE TRENDS AND DIFFERENCES REGARDING DEVELOPED AND GROWTH MARKETS

Amlan Roy, Global Chief Retirement Strategist, State Street Global Advisors

B. HISTORICAL RETURNS AND WHAT COUNTRIES/SECTORS DELIVERED RETURNS
James Harkness, Executive Director, Client Coverage, MSCI

C. PROSPEROUS CITIES OF TODAY AND TOMORROW
Mario Lefebvre, Vice President, Research Global Real Estate Markets, Ivanhoé Cambridge


9:00 AM
GLOBAL TRANSACTION MARKET UPDATE – DEALS, DEALS, DEALS!

Explore global transactions with this session as we hear about recent transactions from key cities and markets. What were the metrics behind the deal? From cap rates to financing, how did these deals get concluded and what trends were realized? Who are the major players in select markets that are driving the volume and values higher and who is exiting which markets? As we hopscotch around the world focusing on major transactions, what opportunities will present themselves as we delve into the details.

David Green-Morgan

David Green-Morgan, Managing Director Asia Pacific, Real Capital Analytics

9:30 AM
MORNING REFRESHMENTS

10:00 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 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 2017? 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?

Jacques Gordon

Jacques Gordon, Global Strategist, LaSalle Investment Management

10:50 AM
OUTLOOK FOR THE USA: IS IT FULLY PRICED OR ARE THERE STILL ATTRACTIVE OPPORTUNITIES?

What is the best strategy to pursue in the U.S. based on investment objectives? How does the current political environment affect international capital flows? What are U.S. institutions doing in the American market? Not all markets seem to be created equal. Where is the capital coming from for U.S. investment by region?

 

Daniel Ceniceros

Jim Costello

Dietrich Heidtmann

Matthew Lawton

Melissa Reagen

Moderator:

Daniel Ceniceros, President & Founder, Connect Media

Panel:
Jim Costello, Senior Vice President, Real Capital Analytics
Dietrich Heidtmann, Managing Director, Head of International Capital Markets, GTIS
Matthew Lawton,  Executive Managing Director, HFF Inc.
Melissa Reagen, Head of Research, Americas, TH Real Estate


11:40 AM
NETWORKING LUNCHEON
 LUNCHEON REFRESHMENTS

12:40 PM
CONCURRENT SESSIONS (Select AA1 & AA2)
SESSION AA1: WHY IS DEVELOPMENT INCREASINGLY VIEWED AS A PREFERRED GROWTH STRATEGY? WHAT ARE THE CHALLENGES AND OPPORTUNITIES?

This session will examine the significant interest and shift towards new developments as an appropriate growth strategy. Strengthening fundamentals in many global markets are supporting an increase in development on a scale that has not been seen for decades in office, retail, industrial and even multi-unit residential. Construction activity is occurring in many forms that include redevelopment, intensification and mixed-use. For some companies, a key part of their growth strategy is to develop new properties. Questions explored in this session include: What are the challenges that an investor faces in undertaking building projects in foreign markets? How do you deal with them? How do joint ventures work between two or more distinct and distant partners? What are some examples of innovative financing, design and construction that are being implemented?

Richard Divall

Paul Brundage

Rene Circ

Ker Gilchrist

Lisa Lafave

Moderator:

Richard Divall, Head of Cross Border Capital Markets, EMEA Corporate Group, Colliers International

Panel:
Paul Brundage, Executive Vice President & Senior Managing Director, Oxford Properties Group Europe
Rene Circ, Director of Research, CoStar Group
Ker Gilchrist, Managing Director, Grafton Advisors
Lisa Lafave, Senior Portfolio, Manager, Healthcare of Ontario Pension Plan

SESSION AA2:
WITH THE ABUNDANCE OF CAPITAL AND THE GROWING INTEREST FOR REAL ESTATE;
HOW HAS THE COMPETITIVE LANDSCAPE EVOLVED? WHO ARE THE PLAYERS AND WHAT
ARE THE OPPORTUNITIES AND CHALLENGES FOR INSTITUTIONAL INVESTORS?

This panel discussion will explore capital flows and the pressure to place capital in an increasingly competitive landscape. Discussion will focus on who are the major players globally and which opportunities and challenges are presenting themselves for institutional investors around the world.

 

Jeffrey Kanne

Neil Cable

Rosemary Feenan

Jeffrey Scott

Andrew Thomas

Moderator:

Jeffrey Kanne, President & CEO, National Real Estate Advisors

Panel:
Neil Cable, Head of European Real Estate Investments, Fidelity International
Rosemary Feenan, Head of Global Research Programs, JLL
Jeffrey Scott, Senior Managing Director, Eastdil Secured
Andrew Thomas, Director & Head of International Capital Markets, London Offices Capital Markets, Colliers International


1:45 PM
Europe: WHO, WHAT, WHERE, WHY?

The economies of a number of European countries are showing signs of life, despite significant geopolitical risks, including Brexit. With historic low interest rates, many European investors have increased their allocations to real estate at the same time that investors from outside the region are seeking to expand their holdings there. 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?

Brad Olsen

Paul Crosbie

Jane Gavan

Wenzel Hoberg

David Paine

Matthew Richards

Moderator:

Brad Olsen, President, Atlantic Partners, Ltd.

Panel:
Paul Crosbie, Fund Manager, M&G Real Estate U.K.
Jane Gavan, Chief Executive Officer, Dream Global REIT
Wenzel Hoberg, Chief Executive Officer, TRIUVA
David Paine, Global Co-Head of Real Estate Investments, Aberdeen Standard Investments
Matthew Richards, International Director, Head of EMEA Capital Markets, JLL


2:45 PM
GROWTH MARKETS: EMERGING MARKET TRENDS AND OPPORTUNITIES

There is increased appetite for investment in emerging markets like India, Latin America and Asia. What are the major opportunities, challenges and trends in these parts 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?

David Hutchings

George Agethen

Tim Gifford

Matthew Jones

Carlos Muñoz

Moderator:

David Hutchings, International Partner, Head of Investment Strategy, Cushman & Wakefield

Panel:
George Agethen, Senior Vice President, Asia-Pacific, Growth Markets, Ivanhoé Cambridge
Tim Gifford, Managing Director, Capital Advisors Latin America, CBRE
Matthew Jones, Senior Investment Manager, Grit Real Estate Income Group
Carlos Muñoz 4S, Chief Future Officer, Grupo 4S


3:45 PM
KEY TAKEAWAYS

Mario Morroni, Executive Vice President, Investment Strategy and Capital Allocation, Ivanhoé Cambridge 

Allison Wolfe, Senior Vice President Finance, Strategy and Risk, Oxford Properties Group


4:00 PM
EXECUTIVE ROUNDTABLE FOCUSED ON RISKS AND RETURNS

Core vs Value Add vs Opportunistic. In a more complex and increasingly competitive investment environment, which strategies should global investors favor? Is it preferable to consider riskier strategies in primary core markets or safer core strategies in riskier emerging markets? The panel will share their insights on what it takes to be successful when investing globally.

Mario Morroni

Kim Hourihan

Bernie McNamara

Amy Price

Tom Shapiro

Moderator:

Mario Morroni, Executive Vice President, Investment Strategy and Capital Allocation, Ivanhoé Cambridge

Panel:
Kim Hourihan, Senior Managing Director & Portfolio Manager, CBRE Global Investors
Bernie McNamara, Managing Director, Global Real Assets, J.P. Morgan Asset Management
Amy Price, President & Chief Investment Officer, Bentall Kennedy (U.S.) LP
Tom Shapiro, President & Founder, GTIS Mobile