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GLOBAL INVESTOR FORUM: AMSTERDAM
2014
Hilton Hotel, Amsterdam 20 - 21 November
www.perenews.com/pereamsterdam
Hear from industry leaders including: Timothy Bellman,
Meka Brunel,
Jenny Buck,
Head of Global Research, Invesco Real Estate
Executive Vice President, Europe, Ivanhoé Cambridge
Head of Property, Tesco Pension Fund
Maurizio Grilli,
Anne Kavanagh,
Douglas Weill,
Head of Investment Management Analysis & Strategy, BNP Paribas Real Estate
Global Head of Asset Management & Transactions, AXA Real Estate
Managing Partner, Hodes Weill & Associates
Register your place by Friday 26 September for early bird savings
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AGENDA DAY 1: THURSDAY 20 NOVEMBER 8.00
Registration & coffee
8.50
PERE welcome
9.00
Chair’s opening remarks
12.15
PERE interview A senior journalist from PERE will interview a leading institutional investor to discover just how they are approaching real estate in today’s market
Jenny Buck, Head of Property, Tesco Pension Fund 9.15
12.45
Lunch
14.00
Roundtable sessions
Keynote address Real estate investment: challenging the conventional wisdom
A series on interactive roundtable discussions will allow you to get to the heart of the issues affecting the investment community, and provide the perfect environment to showcase your expertise in an intimate environment.
Hans Vrensen will discuss the industry’s latest portfolio modelling initiative, designed to challenge conventional wisdom and to provide investors with a tool for achieving greater diversification into the global markets.
1. Residential 2. Real assets 3. AIFMD 4. Debt
SPEAKER: Hans Vrensen, Global Head of Research, DTZ 9.45
Opening panel session
15.15
Coffee & networking
15.45
Panel session
Global capital flows • Market liquidity: the most important driver of cross-border capital flows?
Europe: accessing deals in a crowded market
• Are domestic institutional investors being priced out of their home markets by global capital?
• Capital cities versus regional markets: finding the best deals • Southern Europe’s rapid recovery • With available capital outstripping the number of desirable assets, who is prepared to take on development risk? • Loan portfolios: what is left to buy?
• Is cross-border capital only targeting trophy assets? • Exit strategies PANELLISTS: Timothy Bellman, Head of Global Research, Invesco Real Estate Ben Sanderson, Director of International Investment, Hermes Real Estate 10.30 11.30
MODERATOR: Lorenzo Dorigo, Vice President & Head of Benelux, IPD PANELLIST:
Coffee & networking
Maurizio Grilli, Head of Investment Management Analysis & Strategy, BNP Paribas Real Estate Anne Kavanagh, Global Head of Asset Management & Transactions, AXA Real Estate
Panel session Investor outlook 2015 • How enthusiastic are investors about global real assets?
16.30
Panel session
• What is the place of real estate within the investment portfolio?
Capital flows in the Asia-Pacific real estate markets
• How much risk are investors willing to take and how are they comparing risk-adjusted returns?
• Looking beyond China: chasing yields in secondary locations • Opportunities in Japan • Single sector versus regional approaches • Mitigating risks by working with local partners
• Predicting where the best opportunities will be in 2015 by sector and geography MODERATOR: Peter de Haas, Head of Business Development Continental Europe, Cornerstone Real Estate Advisers
MODERATOR: Tom Delatour, Chief Executive Officer, Century Bridge
PANELLISTS:
PANELLISTS:
Alessandro Bronda, Head of Global Real Estate Investment Strategy, Zurich Insurance Company
Richard Johnson, Global Head of Business Development - Global Real Estate, UBS Global Asset Management Terence Loh, Executive Director, CDH Investments
Alexandra Krystalogianni, Head of Research, Allianz Real Estate Harm-Zweir Medendorp, Manager, Alternative Investments, TKP Investments
www.perenews.com/pereamsterdam
17.15
Cocktail reception
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AGENDA DAY 2: FRIDAY 21 NOVEMBER 8.50
Chair’s welcome
9.00
Presentation
9.30
10.15
11.45
Panel session
Geopolitical risk and global real estate investment
Investment strategies and the LP/GP relationship
Panel session
• Joint ventures partners, single-source backing and club deals
Emerging markets: one size does not fit all
• Large managers versus boutique funds: what is the competitive landscape?
• Identifying the best risk adjusted returns within the LatAm markets
• Investors going direct: is there still a place for traditional fund managers?
• Is pricing becoming detached from underlying fundamentals?
• Aligning interests: where does the balance of power lie?
• What real estate investment opportunities do investors look for in emerging markets?
MODERATOR:
• Developing institutional-grade real estate in Africa
Michael Clarke, Head of Investor Services EMEA, CBRE Global Investors
MODERATOR:
PANELLISTS:
Eric Rosedale, Chair - International Real Estate, Greenberg Traurig
Meka Brunel, Executive Vice President, Europe, Ivanhoé Cambridge Richard Urban, Head of Real Estate, Cardano
Panel session Entering the US real estate market
12.30
• How much cross-border capital is entering the US market?
Closing panel session Fundraising • What are the barriers to accessing and then keeping hold of investors?
• Core versus secondary markets: what are investors targeting? • Tax and legal issues of investing in the US
• Beyond fund performance, what do investors look for in their GPs?
• Maximising returns: repurposing and repositioning assets
• Which funds are successfully raising capital and how are they doing it?
11.00
Coffee & networking
11.30
PERE Perspective
• Raising money the public way: recent trends in IPOs MODERATOR: Douglas Weill, Managing Partner, Hodes Weill & Associates
PERE’s Research & Analytics team will highlight the current trends in real estate investment including highlights of the PERE Global Investor 30 and the latest fundraising statistics. SPEAKER: Sasha Batica, Senior Research Analyst, PERE
13.15
Lunch & conference close
*This is a provisional agenda and remains subject to change at the discretion of the organisers. Please visit the website for the latest updates.
KEYNOTE ADDRESS: Real estate investment: challenging the conventional wisdom Hans Vrensen, Global Head of Research, DTZ will discuss the industry’s latest portfolio modelling initiative, designed to challenge conventional wisdom and to provide investors with a tool for achieving greater diversification into the global markets. The model is predicated on three key components: • A market’s risk • Its historical returns • How these returns correlate with other markets
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SPEAKERS INCLUDE: Timothy Bellman,
Alessandro Bronda,
Meka Brunel,
Head of Global Research, Invesco Real Estate
Head of Global Real Estate Investment Strategy, Zurich Insurance Company
Executive Vice President, Europe, Ivanhoé Cambridge
Jenny Buck,
Michael Clarke,
Peter de Haas,
Head of Property, Tesco Pension Fund
Head of Investor Services EMEA, CBRE Global Investors
Head of Business Development Continental Europe, Cornerstone Real Estate Advisers
Tom Delatour,
Lorenzo Dorigo,
Richard Gerritsen,
Chief Executive Officer, Century Bridge
Vice President & Head of Benelux, IPD
Regional Sales Director, Yardi Systems
Maurizio Grilli,
Richard Johnson,
Anne Kavanagh,
Head of Investment Management Analysis & Strategy, BNP Paribas Real Estate
Global Head of Business Development Global Real Estate, UBS Global Asset Management
Global Head of Asset Management & Transactions, AXA Real Estate
Alexandra Krystalogianni,
Terence Loh,
Harm-Zweir Medendorp,
Head of Research, Allianz Real Estate
Executive Director, CDH Investments
Manager, Alternative Investments, TKP Investments
Eric Rosedale,
Ben Sanderson,
Richard van Ovost,
Chair - International Real Estate, Greenberg Traurig
Director of International Investment, Hermes Real Estate
Founding Partner, AuxiSolid Partners - ASP
Richard Urban,
Hans Vrensen,
Douglas Weill,
Head of Real Estate, Cardano
Global Head of Research, DTZ
Managing Partner, Hodes Weill & Associates
www.perenews.com/pereamsterdam
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REASONS TO ATTEND
1 2
Meet investors
LPs from recent PERE events include:
The PERE Global Investor Forum is the place to find out what interests the LP community and to understand how real estate fits with their beneficiaries’ current and future needs.
ADIA Aegon Allianz Allstate Investments APG Asset Management ATP Real Estate Aviva Investors
Blue Sky Group CAAT Pension Plan CPPIB Church Pension Fund Commonwealth of Pennsylvania CNP Assurances Employees Retirement System of Texas First Swedish National Pension Fund (AP1) Ford Foundation
Get to know the underlying investment dynamics
GIC Real Estate Grafische Bedrijfsfondsen Hanson Asset Management Harvard Management Company Hospitals of Ontario Pension Plan ING Insurance Ivanhoe Cambridge
Finding the right alignment model with GPs is one of investors’ top priorities in today's Global Investor market. The Forum will facilitate a conversation about what the ideal GP/LP relationship looks like today.
J. Hamer Jr. Pensioen MIT Investment Management Company
Mn Services National Pension Service of Korea
National Treasury Management Agency
New Zealand Superannuation Fund New York State Common Retirement Fund
Nordrheinische Ärzteversorgung
3
New for 2014: Roundtable sessions
PGGM PSP Investments Queensland Investment Corporation
It’s our mission to bring together the real estate innovators and entrepreneurs that define the future of real estate. Simultaneous roundtable discussions will deepen your engagement with the people that matter.
State of Michigan Retirement System Stichting Philips Pensioenfond
Rockefeller University Shell Asset Management
Swiss Reinsurance Company Syntrus Achmea Teacher Retirement System of Texas Tesco Pension Fund
The Rockefeller Foundation The Wellcome Trust Timeos
TKP Investments Virginia Retirement System West Midlands Pension Fund Zurich Insurance Company
Co-Sponsors:
Associate Sponsor:
www.perenews.com/pereamsterdam
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BOOKING DETAILS Pricing options
Early bird price valid until 26 September
One delegate
£1,495
£500
£1,995
Two delegates
£2,990
£1,000
£3,990
Three delegates
£4,485
£1,500
£5,985
Save
Price valid after 26 September
Discounts apply for extra delegates. Call for more details +44 (0)20 7566 5445.
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Payment Payment can be made by American Express, Visa, MasterCard or by wire transfer. Full payment must be received prior to the event. If registering four weeks or less prior to the event, payment must be made by credit card. ❑ By Wire Transfer ❑ By Credit Card - American Express/Visa/MasterCard Name on Card ........................................................................................................................................................................ Card Number Security Code
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An ideal base for exploring the city, this Amsterdam, hotel boasts easy access to some of the most exclusive shopping streets, traditional cafés and famous local attractions. Address: Apollolaan 138, 1077 BG Amsterdam, Netherlands Tel: +31 20 710 6000 Fax: +31 20 710 6080
Cancellation policy Any cancellation received more than fourteen (14) days prior to the forum will be subject to a charge of 50% of the fee already paid or the full delegate rate, whichever is the lower. All cancellations must be made in writing (by letter, fax or email - proof of receipt will be required) to the relevant contact at PEI Media Ltd for that event. We regret that no refunds will be made for cancellations made within 14 days of an event and there will be no exceptions to this policy. Any cancellations received in writing less than fourteen (14) days prior to the date of
the forum will receive a 100% credit to be used at another PEI event for up to 12 months from the date of issuance. Payment policy: Payments can be made by American Express, Visa, MasterCard or Company Cheque. Full payment must be received prior to the event. If registering 4 weeks or less prior to the event, you must pay by credit card. For more information regarding administrative policies such as complaint and refund, please contact customer services on +44(0) 20 7566 5445.
Five easy ways to register www.perenews.com/ pereamsterdam
+44 (0) 207 566 5445
[email protected]
+44 (0) 207 566 5455
Conference Registration PEI, 140 London Wall, London, EC2Y 5DN, UK
If you’re an institutional investor you may be eligible for a complimentary pass. Email
[email protected] for further details.
