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Wednesday, August 2, 2023 |
| 7:30 a.m. |
Registration opens
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| 8:00 a.m. |
Continental breakfast
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| 9:00 a.m. |
Welcome and overview
Speaker(s) and Panelist(s):
Joe Kwan
Managing Partner, Real Estate, Raffles Family Office
Reno Sio
Managing Director, Asia Pacific, Institutional Real Estate, Inc.
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| 9:15 a.m. |
Special Address: Singapore as international wealth hub with Dr. Mohamad Maliki Bin Osman
Speaker(s) and Panelist(s):
Dr. Mohamad Maliki Bin Osman
Minister in the Prime Minister’s Office, Second Minister for Education & Foreign Affairs
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| 9:30 a.m. |
Macro-overview of emerging economic & investment themes within Asia
- How are global trends in growth, inflation and interest rates impacting opportunities and risks within Asia?
- What are key emerging investment themes that apply across asset classes in general and specifically to real estate equity and debt strategies within Asia?
- What countries within Asia are best positioned growth moving forward and why?
Speaker(s) and Panelist(s):
James Cheo, CFA, CAIA, FRM
Chief Investment Officer, Southeast Asia, HSBC Global Private Banking and Wealth
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| 10:15 a.m. |
Raffles group: Current and future family office trends?
- What are the top priorities for family offices going into third quarter of 2023?
- How are they evolving and changing, moving forward amidst the global intergenerational wealth transfer?
- How did your business strategies/investment decisions change in the past 12-months amidst market volatility and uncertainty?
- How do you view the main challenges and opportunities to real estate investment in Asia?
Moderator(s):
Chi-man Kwan
Group CEO & Founder, Raffles Family Office
Speaker(s) and Panelist(s):
Tim Hartnoll
Executive Chairman, X-Press Feeders
Dr. Lee Oi Kum
Chairperson, Family Business Network Asia
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| 11:00 a.m. |
Break
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| 11:30 a.m. |
Fundamental drivers of real estate capital flows: Equity & Debt
- What are the drivers of capital into different real estate strategies today?
- What is the outlook for various global strategies moving forward?
- What are some of the return ranges different strategies and sectors are expected to archive moving forward?
- What makes real estate a unique long term investment allocation?
Moderator(s):
Yvonne Chan
Former CNA news anchor, Media Trainer
Speaker(s) and Panelist(s):
Marcus Meijer
CEO of MARK & Chairman of Crossbay
Simon Treacy
CEO, Private Equity Real Estate, Real Assets, CapitaLand Investment
Rodney Walt
Head of EG Private Wealth, EG
Peter Young
CEO & Co-Founder, Q Investment Partners
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| 12:15 p.m. |
Lunch
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| 1:15 p.m. |
Designing and managing real estate portfolios: Institutional and private-family office view
- Defining global investable universe (Asia, North America, Europe)
- Examine trade-offs of real estate quadrants (private equity, public equity, private debt, public debt)
- Examine trade-offs of various strategies and vehicles
- Discuss best practices in building and managing an institutional real estate portfolio
Moderator(s):
Christine Li
Head of Research, Asia Pacific, Knight Frank
Speaker(s) and Panelist(s):
Kian-Jin Khoo
Head of Private Wealth, Asia Pacific, JLL
Brian Klinksiek
Global Head of Research & Strategy, LaSalle Investment Management
David Green Morgan
Global Head of Real Assets Research, MSCI
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| 2:00 p.m. |
Fireside Chat Part I: Keynote Emerging Geopolitical & Macro Trends
Moderator(s):
Yvonne Chan
Former CNA news anchor, Media Trainer
Speaker(s) and Panelist(s):
Kishore Mahbubani
Distinguished Fellow, Asia Research Institute, National University of Singapore
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| 2:45 p.m. |
Fireside Chat Part II: Tying Geopolitical & Macro Trends back to Real Estate
Moderator(s):
Yvonne Chan
Former CNA news anchor, Media Trainer
Speaker(s) and Panelist(s):
Joe Kwan
Managing Partner, Real Estate, Raffles Family Office
David Green Morgan
Global Head of Real Assets Research, MSCI
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| 3:00 p.m. |
Break
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| 3:30 p.m. |
Global real estate: Defining opportunity sets
- How is the cost of debt creating and redefining values and opportunities?
- What are emerging value-added and opportunistic strategies?
- Examine logistics, data centres, student housing and multifamily
- What contrarian strategies and emerging alternative-asset strategies are most appealing, and why?
Moderator(s):
Graham Mackie
Head of Asia-Pacific, ex-China & India, Tishman Speyer
Speaker(s) and Panelist(s):
Albert Behler
Chairman, CEO & President, Paramount Group
Suchad Chiaranussati
Chairman, SC Capital Partners
James Choi
Managing Director, Harrison Street
Adam Pillay
Executive Director, Greystar
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| 4:30 p.m. |
Advisory Board Wrap-Up
A panel discussion with advisory board reviewing key themes and questions from the event.
Moderator(s):
Yvonne Chan
Former CNA news anchor, Media Trainer
Speaker(s) and Panelist(s):
Kian-Jin Khoo
Head of Private Wealth, Asia Pacific, JLL
Brian Klinksiek
Global Head of Research & Strategy, LaSalle Investment Management
Peter Young
CEO, Co-Founder, Q Investment Partners
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| 5:00 p.m. |
Closing remarks
Speaker(s) and Panelist(s):
Chi-man Kwan
Group CEO & Founder, Raffles Family Office
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| 5:15 p.m. |
Thank you cocktail reception
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| 6:00 p.m. |
Adjourn
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