| 2019 VIP Europe Agenda |
| Pre-Event: Tuesday, 19 February 2019 |
| 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, Global Head of Business Development, Institutional Real Estate, Inc. |
| 17:30 |
Welcome Reception
Join us for cocktails and hors d’oeuvres. |
| 19:30 |
Adjourn |
| Day One: Wednesday, 20 February 2019 |
| 08:00 |
Breakfast |
| 09:00 |
Welcome & Overview
Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc.
Arno van Grondelle, Managing Director, Europe, Institutional Real Estate, Inc. |
| 09:30 |
A Global Perspective: The World as Our Readers See It
Geoffrey Dohrmann, IREI’s President & CEO, shares key themes and insights from our global editorial board meetings, which will be followed by a 15-minute Q&A session with two thought leaders for comments about global trends.
Moderator: Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Panelists:
Dr. Marcus Cieleback, Chief Economist, PATRIZIA Immobilien AG
Marieke van Kamp, Head of Private Markets, NN Group |
| 10:15 |
Global Capital Flows
IREI’s and Kingsley’s Investor Survey Highlights and FundTracker Trends Highlights open the session to set the stage regarding global capital flow trends.
Moderator: Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc.
Panelists:
Matilde Attolico, Global Head of Funds Advisory, Jones Lang LaSalle Corporate Finance Limited
Eoin Bastible, Managing Director, UBS Asset Management, Real Estate & Private Markets
Bert van den Hoek, Senior Vice President, Partners Group |
| 11:00 |
Break |
| 11:30 |
City of the Future
According to Prof. Greg Clark, 25 percent of the world’s population lived in cities in 1980. By 2080, that figure is expected to be 85 percent. This is the century of cities. The growth of cites is creating environmental, housing affordability and mobility challenges. Our panel will review and discuss various innovative solutions to these challenges that provide a glimpse of what the future city might look like, and how it could differ from today’s cities.
Moderator: Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Panelists:
Anne Charon, Head of Transformational Change, BVA Nudge Unit
Simon Durkin, Head of Research, BlackRock Real Assets
Jeremy Kelly, Director, Global Research, JLL |
| 12:15 |
Lunch |
| 13:15 |
Housing: Student, Co-living, Apartments, Homes, Senior Living
Which strategy is most attractive in which European city? We will identify the underlying fundamental demand drivers in each city, and then review the different risks of each city and discuss overarching macro trends impacting each type of housing in Europe. We will cover a number of the challenges, such as pricing and affordability for businesses and “live, work, play” for individuals.
Moderator: Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc.
Panelists:
Andrew Angeli, Managing Director, Head of European Strategy & Research, CBRE Global Investors
Daniel Gorzawski, Managing Director, Head of Europe, Harrison Street Real Estate Capital
Hemant Kotak, Managing Director, Green Street Advisors |
| 14:00 |
Drivers of Growth in Late Stage Markets
Cap-rate compression has been one of the main drivers of returns and, given low yields today, rental growth is likely to be the main driver of returns moving forward. We will examine where the opportunities are late in the cycle, and look at cities, sectors and across the capital stack to review other income-producing opportunities.
Moderator: Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Panelists:
Kevin Crowley, Partner, ICG Longbow
Tony Smedley, Managing Director, Head of Private Equity – Europe, Heitman
Andrew Thornton, Chief Executive Officer, Principal Real Estate Europe
Stefan Wundrak, Head of European Research, Nuveen Real Estate |
| 14:45 |
Roundtable Discussion: Drivers of Growth in Late Stage Markets
Moderator: Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc.
Each table will have a group leader as a facilitator and will have the option of picking one of the Drivers of Growth in Late Stage Markets panel topics and related questions for discussion. |
| 15:15 |
Break |
| 15:45 |
Group Leader Reports: Drivers of Growth in Late Stage Markets
Group leaders share a brief summary of their group’s insights in an open forum discussion with conference chairs.
Moderators:
Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc.
Arno van Grondelle, Managing Director, Europe, Institutional Real Estate, Inc. |
| 16:15 |
Diversity: Driver of Innovation, Growth and Development
We will investigate how & why diversity leads to innovation, growth and development of cities and organizations. How can diversity impact real estate demand, growth and returns? On an industry level, how well is the real estate sector doing regarding creating diversity in leadership? What can be done to help create more diversity moving forward?
Moderator: Gila R Cohen, Managing Director, MUFG Real Estate and Private Equity
Panelists:
Andrea Carpenter, Director, Women Talk Real Estate
Roxana Isaiu, Director Real Estate, GRESB
Alexandra Krystalogianni, Global Head of Research, Allianz Real Estate GmbH |
| 17:15 |
Wrap-Up
A review of the day’s key insights.
Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc. |
| 17:30 |
Adjourn |
| 18:30 |
Cocktails |
| 19:30 |
Dinner
Join us for our gala dinner. |
| Day Two: Thursday, 21 February 2019 |
| 08:00 |
Working Breakfast |
| 09:00 |
Overview of the Day
Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc.
Arno van Grondelle, Managing Director, Europe, Institutional Real Estate, Inc. |
| 09:15 |
AI, Big Data & Real Estate
How is AI & Big Data being used to spot emerging and fading Retail trends? How can this data be used to help model potential real estate demand and pricing? Next, we will explore how AI and Big Data are being used related to managing and monitoring risks.
Moderator: Audrey Klein, Head of International Institutional Investors, Corestate Capital Group
Panelists:
Glenn Corney, Executive Director, Real Estate Products, MSCI
Lorenzo Dorigo, Head of Business Development Europe, GeoPhy
Antony Slumbers, Proptech and Innovation Evangelist, antonyslumbers.com |
| 10:00 |
Innovation in the Netherlands: Urban Development Projects in Amsterdam and Rotterdam
We will take a look at Zuidas in Amsterdam and several rapidly developing business districts in Rotterdam and we will discuss the concepts behind these new developments. What are the economic drivers behind them? How might this new type of development impact growth, new construction and real estate pricing moving forward in these areas? Plus, we will review the Edge building in Amsterdam as an example and then talk about what new trends are emerging for the next generation of buildings.
Moderator: Arno van Grondelle, Managing Director, Europe, Institutional Real Estate, Inc.
Panelists:
Norbert Bol, CIO, Sweco Capital Consultants
Marleen Bosma-Verhaegh, Head of Research & Strategic Advisory, Bouwinvest Real Estate Investors |
| 10:45 |
Break |
| 11:15 |
Advisory Board Wrap-Up Panel
Several advisory board members will share key insights and questions you should keep in mind from our event to help you put everything into perspective, which should lead to some actionable ideas.
Moderator: Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc.
Panelists:
Jan van Bakel, Head of Transactions Continental Europe, CBRE Global Investment Partners
Alessandro Bronda, Real Estate Consultant, Representing Family Offices
Mads Rude, Managing Director, PATRIZIA Multi Managers |
| 11:30 |
Farewell ‘Thank You’ Lunch and Afternoon Networking Activity
Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Jonathan Schein, Global Head of Business Development, Institutional Real Estate, Inc.
Arno van Grondelle, Managing Director, Europe, Institutional Real Estate, Inc. |
| 14:00 |
Adjourn |
