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Event Details

2016 Visions, Insights & Perspectives (VIP) Europe

February 23 - 25, 2016
The Grand Hotel Eastbourne
East Sussex, United Kingdom
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VIP Europe 2016 Agenda

Tuesday, 23 February

                     

Opportunities in the United States: Workshops

 

15:00        Accessing Investments in the United States

An overview of the regulations and tax considerations related to accessing real estate investment opportunities in the United States. Presentation to be followed by an open forum discussion with attendees.

Stephen G Tomlinson PC, Partner, Kirkland & Ellis LLP

 

15:45        How Do Local Investors View U.S. Opportunities?

A case study examining real estate investing in the United States followed by an interactive panel discussion with local investors reviewing where they see opportunities and risks in the United States right now.

Moderator:
David Sherman, President, Metropolitan Real Estate Equity Management, LLC

Panelists: 

Josh Kawaii-Bogue, Investment Officer, California State Teachers' Retirement System
Christina Scarlato, Principal Portfolio Manager, The World Bank Pension Fund

 

17:30         Adjourn

 

18:00         Welcome Cocktail Reception

 

20:00         Adjourn

 

 

Wednesday, 24 February

 

9:00         Welcome and Overview

Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Jonathan Schein, Managing Director of Global Business Development, Institutional Real Estate, Inc.
David Schindler, Managing Director, Europe, Institutional Real Estate, Inc.

 

9:15       A Global Perspective: The World As We See It

Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.

 

9:30        Bull/Bear Exchange on Europe’s Property Markets

To set the stage, we will begin with an overview of European equity real estate transaction trends, which will be followed by a forecast of Europe’s economies that will lead into a panel discussion on where we are in the economic and property cycle in relation to prices, valuations, and supply/demand trends.

Setting the stage: Part I (Historical transaction trends & future economic outlook.)

Speakers:
Tom Leahy, Director of Market Analysis EMEA, Real Capital Analytics and
Sabina Kalyan, FRICS, Global Chief Economist, Head of EMEA Strategy & Research, CBRE Global Investors

Panel Discussion: Part II (What regions, countries or cities and strategies are attractive or fully valued now? To make the case, we’ll discuss where we are in the cycle and where we are headed in terms of prices, valuations, and supply/demand trends seen through the eyes of investors who have different risk/return profiles and time horizons.)

Moderator:
Eoin Bastible, Head of Business Development EMEA (ex Switzerland), Global Real Estate, UBS AG, Asset Management

Panelists:
Jenny Buck, Head of Property and Alternatives, Tesco Pension Fund
John Gellatly, Head of Europe, Real Estate Multi-Manager Team, Aviva Investors 

Russell Platt, CEO, Forum Partners

 

10:30      Break

 

11:00      Bull/Bear Roundtable Discussion Groups

Attendees will break out into groups of eight to 10 to discuss a variety of related topics about where we are in the cycle, what risks we should focus on, and why?

Moderator:
Jonathan Schein, Managing Director of Global Business Development, Institutional Real Estate, Inc.

 

 

11:45      Group Leader Reports

A moderated open forum discussion, where group leaders share their table groups’ insights with the audience.

Moderator:  
Jonathan Schein
, Managing Director of Global Business Development, Institutional Real Estate, Inc.

 

12:30      Lunch

 

13:30      Global Fund Tracker Report

What’s happening in the fund marketplace? We know the numbers, but what do they mean? We’ll examine the market from numerous views to give you an inside perspective of key trends in the market related to strategies, terms and structures so you can make more informed decisions.

Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.

 

14:00      Future of Retail and Logistics

What will the next generation of retail and logistics centers look like in terms of style, design, structures, and locations? Will today's main risk concerns be similar to tomorrow's?

Moderator: 
James Raynor, CEO, Grosvenor Fund Management, Ltd.

Panelists:  
Simon Nelson, Senior Vice President, Prologis
Kim Politzer, Director, European Research, Invesco Real Estate

Lisa Lafave, Senior Portfolio Manager, Real Estate, Healthcare Of Ontario Pension Plan
 

 

14:30     Break


15:00      Global Gateway City Alternatives in UK, France and Germany

Global gateway cities have high valuations today. Which regional cities offer attractive pockets of opportunities? How are they similar to and different from gateway cities? Which regional cites are most promising and why? We’ll examine economic drivers, profile the current real estate market and provide a review of what the future could hold for each of these cites. To wrap up the session, we’ll discuss which city is most attractive on a risk-reward basis looking out over the next five to 10 years.

Moderator:
Bert van den Hoek, Senior Vice President, Partners Group

Panelists:
Hubertus Baeumer, Co-Head Institutional Property Solutions, Union Investment Institutional Property GmbH
Nick Cooper, Deputy Chairman, Palmer Capital Limited
Samuel Duah, PhD, Director, Head of Economics and Forecasting, BNP Paribas Real Estate UK

 

15:45      Residential Real Estate

An emerging sector for investors? Which countries have investable markets, and what is the profile of each market in terms of growth and risks? What countries could change to a more private market model in future, and why?

Moderator:
Andrew Allen, Head of Global Property Research and Strategy, Aberdeen Asset Management PLC

Panelists: 
Michiel Dubois,
Managing Director Residential Real Estate, Bouwfonds REIM
Antonio Marin-Bataller, Investment Executive – Residential, PATRIZIA UK, Ltd.
Xavier Jongen, Investment Executive – Residential, Catella Real Estate, AG

 

16:30      Real Estate Debt Market: Update and Outlook

An overview of where the real estate debt market is today to be followed by where the long-term opportunities are and a discussion of where the risks are today, as well as going forward. We will cover important topics such as supply pipeline for different sectors, underwriting trend standards and possible impacts of rising rates.

Moderator:
Paul House, Managing Partner, Venn Partners


Panelists:
Christian Janssen, Head of Real Estate Debt, TH Real Estate

Stefan JaegerSenior Vice President, Colony Capital


17:15      Wrap-Up Summary

Jonathan Schein, Managing Director of Global Business Development, Institutional Real Estate, Inc.
David Schindler, Managing Director, Europe, Institutional Real Estate, Inc.

 

17:30      Adjourn

 

18:00     Cocktails

 

19:00     Dinner

 

 

Thursday, 25 February

 

8:00      Investor-Only and Manager-Only Breakout (Working Breakfast)

Investors and managers will be discussing timely issues that are of interest to both groups.

Moderators:
Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc. and
Jonathan Schein, Managing Director of Global Business Development, Institutional Real Estate, Inc.

 

9:00      Investor and Manager Blended Session

Investors and managers will join together for group leader reports in an open forum discussion to examine different topics to discover where there is common ground as well as differences between the two groups, to discover new insights and gain broader perspective on certain issues.

Moderators:
Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc. and
Jonathan Schein, Managing Director of Global Business Development, Institutional Real Estate, Inc.

 

9:45      Geopolitical Trends & Implications for Real Estate

What are the main geopolitical trends investors should watch? Find out how these trends can impact capital flows, interest rates, inflation levels and more. We examine the main drivers of each trend as well as discussing possible catalysts that could change these trends in the future.

Moderator:
Paul Richards
, Principal, Mercer

Panelists:
Dr. Peter Hobbs, Managing Director, MSCI
Paul Stewart, Director of Research & Strategy - Europe, Cornerstone Real Estate Advisers

 

10:30      Break

 

11:00      Wrap-Up Summary and Closing Remarks

Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Jonathan Schein, Managing Director of Global Business Development, Institutional Real Estate, Inc.
David Schindler, Managing Director, Europe, Institutional Real Estate, Inc.

 

11:30      Lunch

 

To learn more about our upcoming program or to learn how you can become a speaker, please contact John Hunt at +1 925-244-0526 or j.hunt@irei.com

 



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