View
300
Download
1
Category
Preview:
Citation preview
GLOBAL INVESTOR FORUM:AMSTERDAM 2015
www.perenews.com/pereamsterdam
Hear from industry leaders including:
29 - 30 October | Hotel Okura, Amsterdam
Edgar Alvarado, Group Head, RealEstate Equity, Allstate Investments
Tom Barrack, Founder & ExecutiveChairman, Colony Capital
Peter van Gool, Managing DirectorReal Estate, SPF Beheer
Marieke vanKamp, Head of Real Estate& Alternatives, NN Group
Werner Sohier, Director, SeniorPortfolio ManagerReal Estate, PGGM
Ilkka Tomperi, Investment Director,Real Estate, Varma MutualPension InsuranceCompany
EARLY BIRD DISCOUNT AVAILABLEBook by Friday 4 September
16605 GIF 2015 Brochure_Layout 1 28/07/2015 09:27 Page 1
www.perenews.com/pereamsterdam
AGENDA DAY ONE: THURSDAY 29 OCTOBER
8.00 Registration & coffee
8.50 PERE welcome
9.00 Chair's opening remarks
9.15 Keynote interview
Tom Barrack will discuss Colony's Europeanexpansion plans, as well as share tips on building asuccessful international portfolio.Tom Barrack, Founder and Executive Chairman,Colony Capital
9.45 Opening panel session
The changing global investment landscape • The factors that make real estate distinct from
other real asset classes• Where are the best capital destinations given the
current market environment?• Balancing risk and opportunity: constructing and
maintaining globally diversified real estateportfolios
• Collaborations and joint ventures: how areinvestors accessing deals?
• Planning ahead: the most attractive asset classesand geographies in 2016
MODERATOR:Eoin Bastible, Executive Director, UBS Global AssetManagementPANELLISTS:Mathieu Elshout, Director, Private Real Estate, PGGMIlkka Tomperi, Investment Director, Real Estate, Varma Alessandro Bronda, Head of Global Real EstateInvestment Strategy, Zurich Insurance CompanyMarieke van Kamp, Head of Real Estate &Alternatives, NN Group Harm-Zwier Medendorp, Manager AlternativeInvestments Team, TKP Investments
10.45 Coffee & networking
11.30 Panel session
Global investors light up Europe• How do preferences differ between US, Asian,
Middle Eastern and European investors?• Is core still a good investment or are better deals
found in recovering markets, regional cities andsecondary assets?
• Are investors considering development as a way ofadding high quality assets to their portfolios?
• Non-performing loans: an attractive propositionamongst shortage of core?
• Predicting next downturn and its causes: politicalheadwinds and rising interest rates
PANELLISTS:Pieter Hendrikse, Chief Executive Officer EMEA, CBREGlobal InvestorsRichard Croft, Chief Executive Officer, M7 Real EstateRalph Winter, Founder and Senior Advisor, CORESTATECapital AGMaurizio Grilli, Head of Investment ManagementAnalysis and Strategy, BNP Paribas Real Estate
12.30 PERE case study
An investment firm will sit down with one of itsinvestors to discuss a successful fund raise.
13.00 Lunch
14.00 PERE PresentationARGUS Software will examine the importance of dataintelligence in the real estate sector.
14.20 Roundtable sessions
A series of interactive roundtable discussions willallow you to learn and debate with attendees whoshare your interests. Small group discussions willprovide the opportunity to get to the heart of theissues affecting the investment community.
Session APrivate real estate debt: what realistic returns can beexpected? What strategies work for differentinvestors?
Session BFamily offices and endowments: what impact arethey having on global real estate markets? How are“multi-family offices” accessing the asset class?MODERATOR:Elliot Glausiusz, Head of Investment, ImmoFinRe Group
Session CFinancial governance and management of REITs:projecting returns against private real estate
15.00 Coffee break
15.30 Panel session
US real estate market: an attractive proposition• Entering the US market: joint venture approach and
club transactions• Market entry point and strategy• Foreign capital in the US: what assets is it targeting?• Structure of an investment vehicle: the tax
perspectiveMODERATOR:Richard Gerritsen, Regional Director, European Sales,Yardi PANELLISTS:Dietrich Heidtmann, Managing Director, Head ofInternational Capital Markets, GTIS PartnersMax von Below, Executive Director, Global InvestorsGroup, USAA Real Estate CompanyWerner Sohier, Director, Senior Portfolio Manager,Real Estate, PGGM
16605 GIF 2015 Brochure_Layout 1 28/07/2015 09:28 Page 2
www.perenews.com/pereamsterdam
16.15 Panel session
Asia-Pacific real estate • Encouraging inbound transactions: what steps need
to be taken in the region?• Distressed assets in China: are investors interested?• Shanghai, Hong Kong and Singapore: preferred
investment destinations? • Mitigating risks by working with local partners• What asset classes does capital favour?
MODERATOR:Tom Delatour, Co-Founder and Chief Executive Officer,Century Bridge CapitalPANELLISTS:Sven Neubauer, Partner and CIO, Deutsche FinanceGroup William Shaw, Head of Segregated Property Mandates,Asia Pacific, Aberdeen Asset Management
17.00 Cocktail reception
9.00 Chair’s welcome
9.15 Keynote interview
Collin Lau will join us to reflect on the past decade ofreal estate investing, talk about his experiences at theCIC and share future plans for BEI Capital Partners.Collin Lau, Founder, BEI Capital Partners
9.45 Panel session
Investor confidence in real estate• What are your current allocations to real estate and
other assets? • Funds or direct? Core vs opportunistic?• Is real estate an alternative to fixed income? • Portfolio diversification strategies that work today: is
global diversification necessary?• Appetite for riskMODERATOR:Richard Urban, Independent Non-Executive Director,Rivington PikePANELLISTS:Peter Pereira Gray, Managing Director, InvestmentDivision, The Wellcome Trust Peter van Gool, Managing Director Real Estate, SPFBeheer Edgar B Alvarado, Group Head, Real Estate Equity,Allstate Investments
10.30 Panel session
Assessing emerging markets’ real estateopportunities • Which sectors and markets offer the best prospects
and why?• Direct, in-direct and co-investment: ways of getting
access to growth markets• Understanding potential barriers to investment:
perceived risk vs real risk • Picking your local partners
11.15 Coffee break
11.45 PERE Case study
Country focus: the session will explore an attractive realestate investment destination with the local experts.Details to be revealed shortly.
12.15 Closing session
The evolution of LP/GP relationships: time for adeeper due diligence?
• Manager selection and success evaluation: howuseful is past performance?
• Are LPs getting more involved in the deal process?• Reporting to investors: what do they want to see?• LP appetite and methods of accessing co-investment
opportunitiesPANELLISTS:Charles Walker, Institutional Sales Director, Legal &General Property
13.00 Lunch & conference close
AGENDA DAY TWO: FRIDAY 30 OCTOBER
Hotel Okura, AmsterdamExperience true hospitality at Hotel Okura Amsterdam, one ofthe finest five-star luxury hotels that you will find in TheNetherlands and member of The Leading Hotels of the World.The hotel is conveniently located near Amsterdam’s financialand cultural districts and within walking distance of the RAIConvention Center.
We have a special rate for a superior room for €210 excludingtax. This is subject to availability.
Address: Ferdinand Bolstraat 333, 1072 LH Amsterdam, TheNetherlandsTel: +31 (0)20 678 7111Fax: +31 (0)20 671 2344
VENUE INFORMATION
16605 GIF 2015 Brochure_Layout 1 28/07/2015 09:28 Page 3
www.perenews.com/pereamsterdam
THE FORUM IN NUMBERS
Investors who attended past Amsterdam events:
TO DISCUSS SPONSORSHIP OPPORTUNITIES CONTACT:Jane Popova | Senior Conference Producer, Real Estate Events – EMEA T: (0) 44 207 566 5475 E: jane.p@peimedia.com
The Forum offers a greatopportunity to engage with the
global investor community.Interact and build partnershipswith LPs and GPs to drive your
deals forward.
200+delegates
Hear from industry leaders asthey discuss fundraising,
LP/GP relations and exploreinvestment opportunities
across the world.
50+speakers
Our series of networkingsessions and refreshment
breaks offer ample opportunityfor you to contribute to the
conversations driving thecommunity.
7+ hours ofnetworking
This is the definitive eventthat will gather the industry
experts to debate the criticalfactors affecting today’s
global investor market, andto discuss solutions and share
experiences.
1 leadingconference
Co-Sponsors
Cocktail Sponsor
PGGM Blue Sky Group Canada Pension Plan Investment Board
ING Insurance
Timeos Ivanhoé Cambridge
Nordrheinische ärzteversorgung Oppenheimer Family Office
Zurich Insurance Company
Aviva Investors
Partners Group
Bouwinvest
PSP Investments National Pension Service of Korea
MGPA
TPG Capital
Arbejdsmarkedets Tillaegspension
First Swedish National Pension Fund (AP1)
APG
Abu Dhabi Investment Authority
The ImmoFinRE Group
The Wellcome Trust
Tesco Pension Fund
Deutsche Finance AG
GIC Real Estate
Allianz Immobilien GmbH
Landmark Partners
16605 GIF 2015 Brochure_Layout 1 28/07/2015 09:28 Page 4
www.perenews.com/pereamsterdam
SPEAKERS INCLUDE:
Edgar Alvarado,Group Head, RealEstate Equity, Allstate Investments
Eoin Bastible,Executive Director, UBS Global AssetManagement
Max von Below,Executive Director,Global Investors Group, USAA Real EstateCompany
Alessandro Bronda,Head of Global RealEstate InvestmentStrategy, Zurich InsuranceCompany
Richard Croft,Chief Executive Officer, M7 Real Estate Ltd
Thomas Delatour,Chief Executive Officer, Century Bridge Capital
Mathieu Elshout,Director, Private RealEstate Europe, PGGM
Richard Gerritsen,Regional Director,European Sales, Yardi Systems
Elliot Glausiusz,Head of Investment, ImmoFinRE Group
Peter van Gool,Managing DirectorReal Estate, SPF Beheer
Maurizio Grilli,Head of InvestmentManagement Analysis& Strategy, BNP Paribas Real Estate
Dietrich Heidtmann,Managing Director,Head of InternationalCapital Markets, GTIS Partners
Pieter Hendrikse,Chief Executive OfficerEMEA, CBRE Global Investors
Marieke van Kamp,Head of Real Estate &Alternatives, NN Group
Harm-ZwierMedendorp,Manager AlternativeInvestments Team, TKP Investments
Sven Neubauer,Partner & ChiefInformation Officer, Deutsche FinanceGroup
Peter Pereira Gray,Managing Director,Investment Division, The Wellcome Trust
William Shaw,Head of SegregatedProperty Mandates,Asia Pacific, Aberdeen AssetManagement
Ilkka Tomperi,Investment Director,Real Estate, Varma Mutual PensionInsurance Company
Richard Urban,Independent Non-Executive Director, Rivington Pike
Ralph Winter,Founder & SeniorAdvisor, CORESTATE Capital AG
DAY ONE: DAY TWO:Collin LauFounder BEI CapitalCollin Lau will join us to reflect on the pastdecade of real estate investing, talkabout his experiences at the CIC andshare future plans for BEI Capital Partners.
Tom BarrackFounder and Executive ChairmanColony CapitalDuring the on stage interview, Tom Barrackwill discuss Colony's European expansionplans, as well as share tips on building asuccessful international portfolio.
KEYNOTE SPEAKERS:
16605 GIF 2015 Brochure_Layout 1 28/07/2015 09:28 Page 5
REASONS TO ATTEND
1Hear directly from the investor communityInvestors are broadening their horizons as they move out ofcore and core-plus strategies to focus on value-add andopportunistic investments. Join us at the Forum as we explorethese trends directly with PGGM, Varma, Zurich InsuranceCompany, SPF Beheer and The Wellcome Trust.
Discover how LP/ GP relationships have evolvedRelationships between investors and fund managers havebecome more sophisticated and complex. Investors areincreasingly scrutinising results of individual deals and diggingdeeper during fund due diligence. Find out how to adapt tothese changes and stay ahead of the competition.
Build investor partnerships and widen your networkWith attendees from over 25 countries, the Forum is the perfectplatform to engage with potential business partners fromacross the world through the networking sessions androundtable discussions.
23BOOKING DETAILS
If you’re an institutional investor you may be eligible for a complimentary pass. Email jane.p@peimedia.com for further details.
Price valid after4 September 2015
Early bird prices valid until 4 September 2015 Pricing options
One delegate £1,995£1,495
Further discounts apply for extra delegates. Call for more details +44 (0)20 7566 5445
Two delegates £3,990£2,990
Three delegates £5,785£4,485
Save
£500
£1,000
£1,300
PAYMENT
Mr/Ms/Mrs................First name ................................Last name ..............................................
Email ............................................................................................................................................
Company name........................................................Job Title ..................................................
Address........................................................................................................................................
......................................................................................................................................................
City ..........................Post/Zip code ..........................Country ..................................................
Tel ................................................................................Fax ..........................................................
Payment can be made by American Express, Visa, MasterCard or by wire transfer. Fullpayment must be received prior to the event. If registering four weeks or less prior to theevent, payment must be made by credit card.
� By Wire Transfer � By Credit Card - American Express/Visa/MasterCard
Name on Card ..........................................................................................................................
Card Number Expiry date /
Security Code Signature ......................................................................................
Cancellation policy:
Please visit the website for full details on the cancellation policy.www.perenews.com/Terms___Conditions
5 easy ways to register:
+44 (0) 20 7566 5445
customerservices@peimedia.com
+44 (0) 20 7566 5455
Conference Registration PEI,140 London Wall, London,EC2Y 5DN, UK
www.perenews.com/pereamsterdam
16605 GIF 2015 Brochure_Layout 1 28/07/2015 09:28 Page 6
Recommended