| The 2018 VIP Europe themes are “Finding value in a low yielding world” and “Shifting technological developments and their impacts on real estate investors.” Please refer to the agenda below to see how these themes are incorporated into the sessions. |
| Tuesday, 20 February 2018 [Pre-Event Investor-Only and Manager-Only Breakouts, Workshop & Welcome Reception] |
| 16:30 |
Investor-Only and Manager-Only Roundtable Breakout Session
Discuss timely issues with your fellow investors or managers in an open-forum discussion designed to examine various topics of interest to both groups. We will then bring the two groups together and listen to table leader reports. As each table reports, discover where differences and common ground exist and gain new insights and a broader perspective on important issues.
Moderator: Jonathan Schein, SVP, managing director of global business development, Institutional Real Estate, Inc. |
| 17:30 |
Welcome Reception
Join us for cocktails and hors d’oeuvres. |
| 19:30 |
Adjourn |
| Wednesday, 21 February 2018 |
| 08:00 |
Breakfast |
| 09:00 |
Welcome & Overview
Geoffrey Dohrmann, president & CEO, Institutional Real Estate, Inc.
Jonathan Schein, SVP, managing director of global business development, Institutional Real Estate, Inc. |
| 09:30 |
The world as our editorial advisory board members see it
IREI’s president and CEO will share key themes and insights from our global editorial board meetings and then lead a moderated Q&A session with two advisory board members for comments about global trends.
Moderator: Geoffrey Dohrmann, president & CEO, Institutional Real Estate, Inc.
Panelists:
Lisa Lafave, senior portfolio manager, Healthcare of Ontario Pension Plan
Joe Valente, managing director, J.P. Morgan Asset Management Global Real Assets |
| 10:00 |
Global Capital Flows
IREI and Kingsley Associates Investor Survey highlights and FundTracker Trends highlights open the session to set the stage for a discussion on global capital flow trends.
Moderator: Jonathan Schein, SVP, managing director of global business development, Institutional Real Estate, Inc.
Panelists:
Matilde Attolico, global head of funds advisory, JLL
Indraneel Karlekar, senior managing director, global head of research and strategy, Principal Real Estate Investors |
| 10:45 |
Break |
| 11:15 |
Topic of the Day: Roundtable Discussions and Group Leader Reports
Advisory Board members, together with the editorial team, will develop a list of timely topics for the investor community. Attendees will be polled prior to the event, and tables will pick one of the top five topics to discuss and gain new insights.
Moderators:
Geoffrey Dohrmann, president & CEO, Institutional Real Estate, Inc.
Jonathan Schein, SVP, managing director of global business development, Institutional Real Estate, Inc.
|
| 12:00 |
Lunch |
| 13:00 |
How is technology changing the world of real estate?
Take an in-depth look at how technology is disrupting historical trends. We will cover how trends in technology are reshaping the world of logistics. We will then examine how the office sector is being transformed with the sharing economy and review how retail is reinventing itself in our new world.
Moderator: Jonathan Schein, SVP, managing director of global business development, Institutional Real Estate, Inc.
Panelists:
Zsolt Kohalmi, managing director, Starwood Capital Group
Rory Morrison, managing director, fund management, Europe, Invesco Real Estate
Dirk Sosef, vice president research and strategy, Prologis |
| 13:45 |
How is technology changing the real estate asset management and investing business?
Examine the science and logic behind using artificial intelligence, big data and machine learning for the world of property management and investment management. What are the benefits, limitations, and risks of these technologies? How will they revolutionize our industry?
Moderator: Audrey Klein, managing director and head of international institutional clients, CORESTATE Capital Partners UK Ltd.
Panelists:
Maria Diaz, commercial principal, ASI Data Science
Raimund Paetzmann, vice president corporate real estate, Zalando SE
Antony Slumbers, proptech and innovation evangelist, antonyslumbers.com
Hans J. Vrensen, managing director and head of research & strategy, AEW
|
| 14:30 |
Views from the top on asset allocations, strategies and impact of technology
Identify and review key macro trends impacting the economy and investors’ real estate and strategic portfolio planning. Find out how real estate compares to other asset classes and how it fits into a total portfolio. Discover how these thought leaders see the world of technology and how technology is reshaping markets and economies as well as creating new opportunities and risks that investors should watch.
Moderator: Ben Sanderson, director of international investment, Hermes Real Estate Investment Management
Panelists:
Tony Brown, chief investment officer, M&G Real Estate
David Ironside, CIO Continental Europe, LaSalle Investment Management
Sabina Kalyan, global research director and chief economist, CBRE Global Investors, EMEA
Dr. Alexandra Krystalogianni, global head of research, Allianz Real Estate GmbH |
| 15:15 |
Break |
| 15:45 |
Investor Perspectives: Finding value, yields and examining the impact of technology
Find out where investors see pockets of value and attractive yields in Europe. Gain a perspective on how investors view technology as it impacts economics and real estate.
Moderator: Eoin Bastible, managing director, UBS Asset Management, Global Real Estate & Private Markets
Panelists:
Kateryna Diesen, portfolio manager, Varma
Gianluca Romano, managing director, Courtland Partners Europe Ltd.
Mads Rude, managing director, PATRIZIA Multi Managers A/S
Robbert Staal, senior fund manager real estate, Blue Sky Group |
| 16:30 |
Finding value and yield in today’s market
Where are pockets of value and yield today? What are the underlying fundamentals that make these options attractive? Are the risk levels of these opportunities being overly discounted? Discover why or why not.
Moderator: Marek Handzel, editor of Institutional Real Estate Europe, Institutional Real Estate, Inc.
Panelists:
Raimondo Amabile, managing director, head of Europe, PGIM Real Estate
Louis-Simon Ferland, managing director, The Blackstone Group
Paul House, managing partner, Venn Partners LLP
Brian Klinksiek, senior vice president, director of European research, Heitman |
| 17:15 |
Wrap-Up Summary
Review the day’s key insights with our co-chairs.
Geoffrey Dohrmann, president & CEO, Institutional Real Estate, Inc.
Jonathan Schein, SVP, managing director of global business development, Institutional Real Estate, Inc. |
| 17:30 |
Adjourn |
| 18:30 |
Networking Reception |
| 19:30 |
Networking Dinner
Join us for our gala dinner. |
| Thursday, 22 February 2018 |
| 08:30 |
Breakfast |
| 09:30 |
How long will the new normal last? Will the old normal come back?
Investigate the long-term impacts of ECB’s QE program and speculate about possible unintended consequences. How might the program reshape values and returns across all asset classes? What new investment opportunities might it create?
Moderator: Simon Martin, senior partner – head of research & strategy, Tristan Capital Partners
Panelists:
Maurizio Grilli, head of investment management analysis and strategy, BNP Paribas Real Estate
Dr. Alexandra Krystalogianni, global head of research, Allianz Real Estate GmbH
Mark G. Roberts, managing director, head of research & strategy, alternatives, Deutsche Asset Management |
| 10:15 |
Opportunities in Copenhagen
Examine and discuss emerging opportunities in the city of Copenhagen. We will cover a variety of sectors, including a review of residential and industrial sectors. You will discover how and why this is a compelling city for real estate investors today.
Moderator: Marek Handzel, editor of Institutional Real Estate Europe, Institutional Real Estate, Inc.
Panelists:
Rune Højby Kock, partner, Nordic Real Estate Partners (NREP)
Kenneth Horst Hansen, head of the planning division, City of Copenhagen |
| 11:00 |
Advisory Board Wrap-Up Panel
Gain perspective as several advisory board members share key insights and questions for you to keep in mind from our event.
Moderator: Jonathan Schein, SVP, managing director of global business development, Institutional Real Estate, Inc.
Panelists:
Didde Maria Kristensen, director business development, Nordic Real Estate Partners (NREP)
Martina Malone, managing director, head of global capital raising, Prologis
Anila Thompson, director, Venn Partners |
| 11:30 |
Farewell Lunch & Afternoon Networking Activity |
| 14:00 |
Adjourn |
