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Tuesday, December 3 Global Property Market
7:15 a.m. FOYER 718
REGISTRATION & CONTINENTAL BREAKFAST
8:00 a.m. ROOM 718
WELCOME AND OPENING REMARKS
Conference Co-Chairs:
Louis Voizard, Senior Vice President, Growth Markets, Ivanhoé Cambridge
Eric Plesman, Senior Vice President, Investments, Oxford Properties Group Inc.
GLOBAL PROPERTY MARKET ACTIVITY AND FORECASTS
What Were the Major Trends in 2013? What Lies Ahead?An overview of how real estate has performed based upon risk adjusted returns in major global markets over the past year. The presentation will include a risk adjusted ranking of over 25 major western markets around the world.
Speaker:
Greg Mansell, Vice President, Head of Applied Research, IPD
Have Global Real Estate Markets Turned the Corner in 2013? What is the Outlook for the Future?An examination of the most significant trends in property markets around the world during the past year. What are the major issues and challenges in 2014? Where is the pricing of assets heading in international markets? Which markets are likely to attract the greatest investor interest, e.g. U.S., Europe, old emerging markets, new emerging markets?
Speaker:
Jacques Gordon, Global Investment Strategist, LaSalle Investment Management
As Volatility Remains and the Cost of Capital Starts To Shift, What Are Investors Thinking: Growth Vs. Capital Preservation?What is happening now with allocations to real estate among institutional investors, portfolio managers and private equity funds as they look forward to 2014?
Are we likely to see a pause in property investment or a pullback? Given the volatility in most global economies since 2009, preservation of capital and owning core assets grew in importance. Is that still the case?
Conference Co-Chair:
Louis Voizard, Senior Vice President, Growth Markets, Ivanhoé Cambridge
Panel:
George Ahl, President, M3 Capital Partners
Robert Byron, Managing Principal, Blue Vista Capital Management, LLC
Russell Jewell, Managing Director & Head of Private Equity Funds, AEW Europe
Jeffrey Scott, Senior Managing Director, Eastdil Secured
10:00 a.m. FOYER 718
MORNING REFRESHMENTS
10:25 a.m. Concurrent Sessions (Attend 1 of 2)
SESSION AA1 ROOM 717
CAN YOU STILL FIND GOOD OPPORTUNITIES IN THE U.S. OR HAS THIS MARKET BECOME TOO EXPENSIVE?This session will provide an update on the U.S. market. What has really been occurring with respect to improving returns, and where is the market now in the cycle? What range of investment opportunities still exist, e.g. core vs. secondary markets? What will happen to the real estate asset class if the U.S. economy continues to expand and grow in 2014?
Moderator:
Jim Fetgatter, Chief Executive, Association of Foreign Investors in Real Estate
Panel:
David Arthur, Managing Partner, North America, Brookfield Property Group
Barry Howell, Principal, Prudential Real Estate Investors
Susan Wallace, Executive Managing Director, Private Equity Group, USAA Real Estate Company
Brady Welch, Principal, Slate Properties Inc.
SESSION AA2 ROOM 716A
SPOTLIGHT ON LONDON: WHY IS THERE SO MUCH INTEREST IN THIS GLOBAL MARKET? A very focused session on one of the world’s hottest property markets. Why is the investor interest so strong in this city? To what extent has it rebounded from the lows of 2009? What has enabled London’s property market to withstand many of the impacts of European economic issues and other trends? How are the leasing markets performing? Where are cap rates at this time and where are they heading? What potentially lies ahead for London in 2014?
Moderator:
Andrew Thomas, Partner, London Markets, Central London Investment, Cushman & Wakefield LLP
Panel:
Richard Barkham, Group Research Director, Grosvenor
Anthony Duggan, Partner and Head of Research, Drivers Jonas, Deloitte Real Estate
Dion Panambalana, Partner, Hogan Lovells International LLP
11:35 a.m. Concurrent Sessions (Attend 1 of 2)
SESSION BB1 ROOM 717
THE GROWTH AND PERFORMANCE OF REITS AROUND THE WORLD: WHAT OPPORTUNITY DO THEY OFFER INVESTORS? Securitized real estate in the form of REITs is flourishing not only in Canada, Europe, the U.S., and Australia, but this investment vehicle is also expanding in Asia and other regions. What kind of growing pains and gains are REITs facing in various markets? What are the major underlying factors encouraging their growth? How are new emerging Canadian REITs becoming global plays?
Moderator:
Michael Smith, Managing Director, Real Estate Equity Research, Macquarie Capital Markets Canada Ltd.
Panel:
Stéphane Amine, Chairman, Inovalis SA
Kursat Kacira, CEO & Founder, Maplewood International REIT
Corrado Russo, Managing Director, Investments and Global Head of Securities, Timbercreek Asset Management
Peter Zabierek, Chief Executive Officer, Presima Inc.
GROWTH vs. CAPITAL PRESERVATION: WHAT IS THE SENTIMENT OF INVESTORS?
www.realestateforums.com
GROWTH vs. CAPITAL PRESERVATION: WHAT IS THE SENTIMENT OF INVESTORS?
SESSION BB2 ROOM 716A
TRENDS IN CONTINENTAL EUROPE: IS THERE A DIVISION BETWEEN THE HAVES AND THE HAVE NOTS?A wide ranging discussion on all facets of Europe and the very diverse economies and property markets across this continent. To what extent is there an imbalance across the different European submarkets: Western vs. Central vs. Southern vs. Eastern? How do you compare tier one countries vs. emerging markets? Which cities are attracting the greatest attention? Which markets have bottomed out?
Moderator:
Tom Boytinck, Managing Director, Allegro Securities LLC
Panel:
Andrew Allen, Director, Global Property Research, Aberdeen Asset Management Inc.
Edmund Craston, Managing Director, Rockspring Property Investment Managers
Kean Hird, Partner, Catalyst Capital
Michael Rodda, Head, EMEA Retail Capital Markets Investment, Cushman & Wakefield LLP
12:40 p.m. FOYER 718
NETWORKING LUNCHEON
LUNCHEON REFRESHMENTS
1:50 p.m. Concurrent Sessions (Attend 1 of 2)
SESSION CC1 ROOM 716A
FOCUS ON LATIN AMERICA: BRAZIL VS. COLOMBIA, MEXICO, PERU AND OTHER MARKETSWhile Brazil has attracted the greatest amount of investment interest in the past ten years, is this market now priced to perfection or beyond? Are investors now moving into other emerging markets across Latin America? Are Columbia and Peru now like Brazil was five years ago? Or are other countries offering better opportunities? How much interest is Mexico receiving? How far has this market moved on the risk/reward scale?
Moderator:
Jay Marling, Managing Partner & CEO, Capright Property Advisors
Panel:
Tony DiBiase, Principal, CA International
Eduardo Güémez, Managing Director & CEO, Mexico, LaSalle Investment Management
Christopher Moad, Portfolio Manager, Real Estate Investments, CPP Investment Board
Phil Runions, President & CEO, Barnhart Asset Management
SESSION CC2 ROOM 717
LOOK BEFORE YOU LEAP: THE ABC’S OF GOING CROSS-BORDER FOR CANADIAN INVESTORSWith tremendous competition at home and a desire to expand their real estate portfolios, Canadian investors, large and small, are looking increasingly at foreign markets. However they face a myriad of challenges – political and economic risks, legal and tax issues, currency risk, cultural differences, professional standards and the lack of transparency, etc. How do investors deal with these issues, and where can they turn for help?
Moderator:
Bradley Olsen, President, Atlantic Partners Ltd.
Panel:
Michael Catford, Vice President, Real Estate Investment, HOOPP
Bruce Traversy, Principal, Dundee Real Estate Asset Management
Jeffrey Trossman, Practice Group Leader, Tax Group, Blake, Cassels & Graydon LLP
Ted Willcocks, Global Head of Asset Management, Real Estate, Manulife Financial
3:00 p.m. ROOM 718
LOOKING FOR RETURNS IN 2014: WHAT STRATEGIES HAVE THE GREATEST POTENTIAL FOR SUCCESS?How should you play the global markets in 2014? What strategies make the most sense? Where is the greatest potential for growth? The rise in importance of the city state has resulted in a focus being placed on 75 major cities rather than 5 to 6 countries. What would be the top ten cities/states on most investor’s list?
Conference Co-Chairs:
Eric Plesman, Senior Vice President, Investments, Oxford Properties Group Inc.
Panel:
Jérôme Foulon, Managing Director, Real Estate Investments, PSP Investments
David Green-Morgan, Research Director, Global Capital Markets, International Capital Group, Jones Lang LaSalle
Nick Hendy, Director, European Capital Markets Team, CBRE
Sonny Kalsi, Founder & Partner, GreenOak Real Estate
4:00 p.m.
ADJOURNMENT
6:15 p.m. to 8:15 p.m.
CHAIRMEN’S RECEPTIONJointly held with the attendees to The Real Estate Forum.
Canadian Room, Fairmont Royal York
Supporting Associations
Gold Sponsors
Lanyard Sponsor
Platinum SponsorTitle Sponsor
Journal Sponsor
Corporate Sponsor
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