PROGRAMME

The 4th IPE Real Estate Investor Forum & Awards took place in Berlin on Thursday 22 & Friday 23 May 2008.

To download the PowerPoint slides click on the presentation title.

AGENDA

THURSDAY 22 MAY

13:00 - 17:30    > Investor Forum
18:30 - 19:30    > Cocktail Reception
19:30 - 22:00    > Gala Dinner & Awards Ceremony
22:00 - 00:30    > After Dinner Party      

FRIDAY 23 MAY

09:00 - 12:00    > Advanced Workshop


PROGRAMME

THURSDAY 22 MAY

Investor Forum > 13:00-17:30
Held at the MELIA BERLIN

13:00 Introduction/Welcome
Martin Hurst, Editor, IPE Real Estate

Seminar chairman: Prof. Piet Eichholtz, Faculty of Economics and Business Administration, Universiteit Maastricht

13:05 Session on Fund Performance:
"The ability of managers to consistently outperform the market."

Speaker: Paul Mitchell, Managing Director, Paul Mitchell Real Estate Consultancy
"The impact of gearing on fund performance."
Speaker: Dr Ian Cullen, Co-founding Director, IPD

14.00 Keynote: "Sustainability from a pension fund perspective."
Speaker: Peter Damgaard Jensen, CEO, PKA A/S

14.30 Panel: "Which ways are the markets moving?"
Moderator: Prof. Piet Eichholtz, Faculty of Economics and Business Administration, Universiteit Maastricht
Panel participants: John Bottomley, Managing Director, Citi Property Investors
Michael Pralle, President & COO, JE Robert Companies
Alice Breheny, Head of Research, Henderson GI
Terry Olin, Managing Director, Valartis Asset Management

15.30 Coffee break

16.00 Keynote: "Asset allocation in times of change."
Speaker: Hermann Aukamp, Managing Director, Nordrheinische Aerzteversorgung (NAEV)

16.30 Panel: "Asset allocation in times of change."
Co-moderators: Prof. Piet Eichholtz, Faculty of Economics and Business Administration, Universiteit Maastricht
Peter Hobbs, Managing Director, RREEF
Panel participants: Dirk Söhnholz, MD, Feri Institutional Advisors GmbH
Michael Nielsen, Managing Director, ATP Ejendomme
Hans op't Veld, Senior Strategist Structured Investments, PGGM Investments

17.10 Keynote: "Investing & investors in the US."
Speaker: Terry Ahern, Principal & Co-founder, the Townsend Group

17.30 End of conference day 1

Evening > 18:30-00:30
Held at the AXICA.

18:30-19:30 Cocktail Reception
19:30-22:00 Gala Dinner & Awards Ceremony
22:00-00:30 After dinner party

FRIDAY 23 MAY

09:00-12:00 Advanced Investor Workshop
12:00-13:00 Buffet lunch
To take place at the MELIA BERLIN
sponsored by Schroders

To download the slides for the Advanced Investor Workshop please click HERE

08:30 Welcome coffee & registration

09:00 Introduction

09:05 Why invest internationally?
Speaker: Michael Clarke, Head of Property Distribution, Schroders

09:30 Prospects for global property markets
Speaker: Mark Callender, Head of Property Research, Schroders

10:00 Real Estate - does exactly what it says on the tin
The options:

    * Direct property - Specific risk and diversification.

    * Listed REITs: Are they real estate?

    * Unlisted vehicles

    * The use of derivatives

Speaker: Neil Turner, Head of Property Fund Management, Schroders

10:30 Coffee break

11:00 The optimal property portfolio
Using Real Estate Investment Solutions (REIS) and Schroders Multi Asset Risk Technology (SMART).
Speaker: Dr Alex Krystalogianni, Head of International Property Forecasting, Schroders

11:30 The search for alpha - spotlight on Opportunity Funds.
Speaker: Rob Bingen, Head of European Property Multi-Manager, Schroders

12:00 Questions & close
Speaker: Michael Clarke, Head of Property Distribution, Schroders

12:10 Buffet lunch
13:00 Finish

Photographs of the Forum

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Photographs of the Advanced Workshop

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