Welcome to the AXA Investment Managers - Real Assets
Investor Workshop 2017
How to Invest in the Late Phase of the Cycle
Friday, 17 May, 09:30 - 10:30
Welcome to the AXA Investment Managers - Real Assets
Investor Workshop 2017
Investor Workshop 2017
How to Invest in the Late Phase of the Cycle
Friday, 17 May, 09:30 - 10:30
Synopsis
2017 is expected to be a year of transition from a macroeconomic perspective as we move out of the triple low environment – from low interest rates, low growth and low inflation to a rise in interest rates, increased growth and higher inflation expectations. Institutional investors are taking stock of the real estate market, reviewing the effect of this transition on both public and private real estate debt and equity markets and the subsequent impact on their allocations.
The AXA Investment Managers - Real Assets Workshop 2017 will present investment opportunities across real assets, discussing the outlook for different asset classes and challenges that investors face in building property allocations while trying to achieve investment performance.
It will discuss how institutional investors can implement and monitor their allocation to real assets over the current course in the real estate cycle, reviewing the real estate debt and equity in both the listed and private markets.
Presenters
Justin Curlow, Senior Investment Strategist, Real Assets
With 11 years experience, Justin Curlow's responsibilities include real estate research of Southern Europe, France and the US as well as real estate debt. Before joining the research and strategy team of AXA IM – Real Assets in 2011, he spent six years working for Deutsche Asset & Wealth Management.
Originally based in San Francisco, Curlow’s research responsibilities included a focus on the US office and industrial real estate markets as well as real estate debt. He moved to London in 2008 to expand his research knowledge to encompass the European property markets. He holds a Bachelor of Science degree in Finance, with a concentration in real estate, from Indiana University.
Charles Daulon du Laurens, Global Head of Client Capital Group
Charles Daulon du Laurens's responsibilities include raising capital for AXA IM - Real Assets' entire product range, including both equity and debt offerings globally. He is also a member of the Executive Committee.
Daulon du Laurens joined AXA IM – Real Assets in 2012 as Head of Investor Relations for the Real Asset Finance department and helped it grow its debt platform into its leading European position. Prior to joining AXA IM – Real Assets, he acquired experience with Morgan Stanley, UBS and other major investment banks. He holds an MBA degree from ESSEC and a Masters Degree from IEP Paris in Public Affairs.
Daulon du Laurens joined AXA IM – Real Assets in 2012 as Head of Investor Relations for the Real Asset Finance department and helped it grow its debt platform into its leading European position. Prior to joining AXA IM – Real Assets, he acquired experience with Morgan Stanley, UBS and other major investment banks. He holds an MBA degree from ESSEC and a Masters Degree from IEP Paris in Public Affairs.
Andrew Stainer, Global Head of Asset Management, Real Assets and Head of Northern Europe, Real Assets
With more than 25 years experience, Andrew Stainer is responsible for AXA IM – Real Assets’ asset management activities, including development and head of Northern Europe. His responsibilities include overseeing operational efficiencies and growth in asset management and tansactions. He is also a member of the management board and the investment committee.
Stainer joined AXA IM - Real Assets in 2016 from Carters Hill Group in Sydney where he was Managing Partner. Between 2005 and 2010, Andrew held several positions at Goldman Sachs JBWere in Sydney and Deutsche Bank. He holds a Masters of Applied Science (Psychology of Coaching), with distinction, from The University of Sydney, among others.
Frédéric Tempel, Lead Portfolio Manager, Head of Equity Listed Real Estate
Frederic Tempel is Head of Equity Listed Real Estate within AXA Investment Managers (AXA IM), based in Paris. He began his career as a quantitative analyst in 1996 at AXA IM in Paris and London. He became Portfolio Manager within the global equities and asset allocation team before joining the pan-European equities team in 2003.
Tempel holds a French business school degree from Ecole Supérieure de Commerce de Paris and is an EFFAS certified financial analyst.
Tempel holds a French business school degree from Ecole Supérieure de Commerce de Paris and is an EFFAS certified financial analyst.
