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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. |
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