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.
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
09:00 - 12:00 > Advanced Workshop
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
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
IPE.com | About Us | Terms & Conditions | Copyright IPE International Publishers Limited 2007 | Managed by Serious Web Support
IPE International Publishers Limited, Registered in England, Reg No. 3233596, VAT No. 685 1784 92
Registered Office: 320 Great Guildford House, 30 Great Guildford Street, London SE1 0HS,
+44 (0)20 7261 0666