PERE Amsterdam Brochure 2015

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


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



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



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: [email protected]

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



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:


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 [email protected] 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

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Documents

PERE Amsterdam Brochure 2015