SEMINAR

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WEDNESDAY 26 MAY
10:30 -   Registration & Welcome coffee
11:00 -
 Welcome address.
Andrew Smith, Global Head Property, Aberdeen Property Investors
11:15 -
 The US perspective of the LP/GP dynamic and other challenges facing investors
The downturn has placed the LP/GP relationship under pressure. Ted Leary, president of California-based consultancy Crosswater Realty Advisors and well-known commentator on the investor manager relationship shares his thoughts on the key issues affecting this all-important relationship and maps the way forward.
Speakers:
Ted Leary, President, Crosswater Realty Advisors
A presentation of some of the broader issues US investors are dealing with from the recently appointed Director of Research at the US-based Pension Real Estate Association (PREA), Greg MacKinnon.
Greg MacKinnon, Director of Research, PREA
12:05 -
 Making Real Estate Research Meet Investors Needs
Moderator: Greg MacKinnon, Director of Research, PREA
Part 1:
Opinions from the Investor and Academic Community on the Managers' research output
Panel:
Hermann Aukamp, CIO Real Estate, NAEV
Alessandro Bronda, Head of Global Investment Strategy, Aberdeen Property Investors
Tony Key, Professor of Real Estate, City University; Member, The Society of Property Researchers
Sotiris Tsolacos, Director of European Research, PPR
  Part 2:
How do managers set their research objectives? What resources are used? What are the challenges facing researchers? How do they ensure that their research output is both relevant and user-friendly for their clients? Are investors making sufficient use of the available research? What will be investors' key research needs going forward?
Panel:
Cecile Blanchard, Head of Research, AMUNDI Real Estate
Todd Briddell, President & Chief Investment Officer, Urdang.
Peter Hayes, Director of Research, Europe, Pramerica Real Estate Investors
Rogier Quirijns, Head of European Investment & Research, Cohen and Steers
13:05 - Lunch
14:00
 Lessons learned and challenges facing the Real Estate Investment Management Industry
Steve Renna, President, NAREIM
14:25 -
 Portfolio strategies explored
Moderator: Andrew Smith, Global Head Property, Aberdeen Property Investors
Part 1:
Keynote: Pension fund case studies
The recent reclassification of real estate as a riskier asset class.
Michaela Attermeyer, Head of Investment, VBV
Combining listed and unlisted in a real estate portfolio.
Philip Menco, CEO, De Eendragt
Where does real estate sit in an institutional portfolio - ATP's approach
Ville Raitio, Investment Manager, ATP Real Estate
  Part 2:
Portfolio strategies and the tools of the trade
Cases for non-listed (INREV) and listed (EPRA) real estate plus the panel share their thoughts on the future of Portfolio Construction.
Panel:
Michaela Attermeyer, Head of Investment, VBV
Fraser Hughes, Director of Research, EPRA
Lonneke Löwik, Director of Research and Market Information, INREV
Philip Menco, CEO, De Eendragt
Ville Raitio, Investment Manager, ATP Real Estate
16:00 - Coffee
16:30
 Tax issues affecting indirect real estate investment
Speaker: Dietmar Klos, Partner, Ernst & Young
17:00 -
 Communication and control
Communication and control are among the key issues to emerge from the recent market turmoil. How can LP/GP communication be optimised in the future? What can GPs and LPs learn from past mistakes? Investors have also been asking for more control in the investment decision process, for example through involvement in investment committees, but is this really feasible and what role should they play? How do we find a balance between investor involvement and manager discretion?
Moderator: Martin Hurst, Editor, IPE Real Estate
Panel:
Mohammad Barzegar, SVP, Managing Director-Europe, AMB Capital Partners
Paul Clark, Director of Investment, Crown Estate
Edwin Meysmans, Managing Director, Pensioenfonds KBC
Kiran Patel, Global Head of Research, Strategy & Business Development, AXA Investment Management
Søren Schjødt-Hansen, Group Treasurer, FSP
18:00 Close Seminar day 1
18:30 - Cocktail reception
Followed by Gala Dinner and Awards Presentations
THURSDAY 27 MAY
09:00 -   Global Investment Workshop
PLEASE NOTE - This workshop is open to all attendees of the IPE Real Estate Awards.
09:00 -
  		 Keynote
Peter Mitchell, CEO of the Asian Public Real Estate Association presents findings of recent research on Asian investors.
09:30 -
  		 A Personal Audience with key figures from the US real estate investment community:
Ted Leary, President, Crosswater Realty Advisors
Greg MacKinnon, Director of Research, PREA
Steve Renna, President, NAREIM.
11:00 -   Close.