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

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