Overview – Wednesday – February 26

8:30am – 9:00am

REGISTRATION AND COFFEE

9:00am – 9:10am

WELCOME

9:10am – 9:55am

INVESTING LATE IN THE CYCLE

The current macroeconomic context is one of unorthodox central bank behaviour, inflated asset prices and soft forward indicators that tend to foreshadow recessions. The implications for investors are whether real estate can provide a defensive characteristic to portfolios and if so where in the capital structure to focus. This session considers the options available to investors considering equity, mezzanine and senior debt in this stage of the economic cycle.

Justin Curlow

Global Head of Research & Strategy, Real Assets, AXA Investment Managers

Declan Walsh

Investment manager, Abu Dhabi Investment Authority

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

9:55am – 10:40am

LISTED AND UNLISTED: COMPLEMENTS OR SUBSTITUTES?

Real estate offers a considerable breadth of options across the listed and unlisted space, domestically and internationally. This keynote session considers how investors could explore these options considering liquidity, unique access, completion tactics and to what extent difference assets are supplements or interchangeable within portfolios.

Australian property value
Completion strategies for Real Estate

 

Ken Atchison

Managing director, Atchison Consultants

Lisa Kaufman

Global chief executive officer - securities, LaSalle Investment Management

Chair

Gerard Parlevliet

Chair of investment committee, Prime Super and La Trobe Financial

10:40am – 11:05am

MORNING TEA

11:05am – 11:55am

MULTI-FAMILY HOUSING: EVERYBODY NEEDS GOOD NEIGHBOURS

The developed world is experiencing demographics changes with lower birth rates and aging populations. This has implications for society and investors in terms of demand for housing and sources of capital. This session explores the growing phenomena of shared living and how buildings, facilities and experiences are evolving to improve communities around the world.

European Residential Markets

Andrew Bambrook

Portfolio manager, real assets, Telstra Super

Edmund Craston

Head of funds management, Patrizia

Alasdair Cripps

Chief executive officer, institutional real estate, Mesirow Financial

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

11:55am – 12:35pm

HEALTHY REAL ESTATE: MEDICAL, RETIREMENT AND AGED CARE

In Australia and many other developed nations, the population is aging and needs new solutions to housing in old age. This session will explore the themes associated with establishing best in class medical centres, retirement communities and aged care homes.

Suzannah Cockerell

Senior investment analyst, First State Super

Thomas McCarthy

Senior managing director, private equity, North America, Heitman

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

12:35pm – 1:45pm

SEATED LUNCH

1:45pm – 2:35pm

SHOPPING MALLS AND RETAIL RE-IMAGINED

Data, technology and logistics have changed the way we all shop. This changes the viability of different real estate assets along the supply chain. This session explores the prospects for bricks and mortar retail real estate, the distribution channels utilised by e-commerce and the ancillary real estate assets that are altered by the existing trends in shopping.

Padraig Brown

Head of real estate, Mercer

John Burton

Managing director, urban regeneration, Lendlease

Richard Tanner

Manager director, AEW UK

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:35pm – 2:55pm

HUBS AND SPOKES: THE LAST HOUR OF LOGISTICS

The demand for urban logistics facilities has grown as occupiers reconfigure supply chains to meet fast delivery expectations from customers. This session will cover the online sales journey, the importance of big data and the key elements for cost effective delivery in Europe, the US and Australia.

Last Hour LogisticsĀ 

Simon Wallace

Global co-head of alternatives research and strategy, London, DWS

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

2:55pm – 3:10pm

AFTERNOON TEA

3:10pm – 3:40pm

WE BUILT THIS CITY: THE RISE OF PROP TECH

Property technology covers a broad range of different innovations from manufacturing, building safety and hardware through to search software and listings apps. This session will debate the challenges associated with these disruptive enterprises, the likely changes to market structure and the options for investors to leverage these trends.

Jonathan Hannam

Managing director, Taronga Group

Lynne Thornton

Co-founder and director, Groundfloor

Carolyn Trickett

Head of business technology, JLL

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

3:40pm – 4:30pm

PORTFOLIO CONSTRUCTION IN REAL ESTATE

The next decade will start with the lowest interest rates in all of human history. This will influence how investors assimilate the opportunity set provided by real estate within their broader asset allocation decisions. This session will consider if real estate is best executed within a philosophy of total portfolio management, completion portfolios or through segregated baskets?

Simon Gross

Senior asset manager, IOOF Holdings

Jennifer Johnstone-Kaiser

Principal consultant, property leader, Frontier Advisors

Dania Zinurova

Director of manager research, Willis Towers Watson

Chair

Gerard Parlevliet

Chair of investment committee, Prime Super and La Trobe Financial

4:30pm

DRINKS AND CANAPES