Programme 2018
Durable Strategies For Long-term Investors
Durable Strategies For Long-term Investors
Climate Change: How Exposed are Investors?
What does climate change really mean for real estate
and how can investors respond?
What does climate change really mean for real estate
and how can investors respond?
Demographics: Safe as Houses
Population and migration trends all point to an unprecedented demand for housing in all its forms, from private-rented residential to healthcare and student accommodation.
Population and migration trends all point to an unprecedented demand for housing in all its forms, from private-rented residential to healthcare and student accommodation.
Inflation: The Race For Secure Income
Investors are desperate for inflation-hedging, stable cash flows.
Do real assets, from Infrastructure debt to
long-lease property, hold the answer?
Investors are desperate for inflation-hedging, stable cash flows.
Do real assets, from Infrastructure debt to
long-lease property, hold the answer?
Liquidity: Structuring Long-Term Exposure
From joint ventures to open-ended, perpetual-life vehicles,
what are the best practices when structuring long-term exposure?
From joint ventures to open-ended, perpetual-life vehicles,
what are the best practices when structuring long-term exposure?
| Tuesday, May 15, 2018 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 8:30 AM - 9:25 AM | Registration & Coffee | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:25 AM - 9:30 AM | Welcome Richard Lowe - Editor, IPE Real Assets | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:30 AM - 9:35 AM | Chairman's Introduction Piet Eichholtz - Professor of Finance & Real Estate, Maastricht University | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:35 AM - 9:50 AM | Opening Address: An Overview of Durable Strategies for Long-Term Investors Alice Breheny - Global Head of Research, TH Real Estate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:50 AM - 10:05 AM | Welcome Address from the Municipality of Milan Giuseppe Sala - Mayor of Milan | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 10:05 AM - 10:20 AM | Keynote Address Fabrizio Pagani - Head, Office of the Ministry of Finance of Italy | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 10:20 AM - 10:35 AM | Inflation: The Race for Secure Income Investors are desperate for inflation-hedging, stable cash flows. Do real assets, from infrastructure debt to long-lease property hold the answer? | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 10:35 AM - 11:15 AM | Inflation Panel Discussion Barbara Knoflach (moderator)
Patrick Kanters - Global Head of Real Estate & Infrastructure, APG
Meagan Nichols - Head of Real Assets Investment Group, Cambridge Associates
Marco Plazzotta - Chairman of Institutional Investors Committee, Assoimmobiliare Mark Roberts - Head of Research and Strategy Alternatives and Real Assets, DWS | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:15 AM - 11:30 AM | Coffee | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:30 AM - 11:45 AM | Investment Allocations and Structures: Delivering Long-Term Exposure How to manage long term CRE exposure across cycles? | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:45 AM - 12:30 PM | Investment Structures Panel Discussion Justin Curlow (moderator)
Roberto Marsella - Head of Portfolio Strategy & Real Estate Partnerships, Generali Real Estate
Jeroen Reijnoudt - Principal Portfolio Manager, MN Sasha Silver - Managing Director, Head of Client Development, Tristan Capital Partners Martin Towns - Head of Capital Solutions, M&G Real Estate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 12:30 PM - 1:30 PM | Lunch - kindly sponsored by Generali | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1:30 PM - 1:45 PM | Climate Change: How Exposed are Investors? What does climate change really mean for real estate and how can investors respond? | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1:45 PM - 2:30 PM | Climate Change Panel Discussion David Ironside (moderator)
Martin Brühl - CIO, Union Investment Real Estate
Abigail Dean - Head of Sustainability, TH Real Estate
Mathieu Elshout - Senior Director, Private Real Estate, PGGM
Roxana Isaiu - Director ESG & Real Estate, GRESB | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2:30 PM - 3:10 PM | Keynote on Climate Change Charles Donovan - Director of The Centre For Climate Finance And Investment, Imperial College Business School London | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:10 PM - 3:25 PM | Case Study Manfredi Catella - CEO, COIMA | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:25 PM - 3:40 PM | Coffee | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:40 PM - 4:00 PM | Investor Interview - Zurich Insurance Cornel Widmer - Managing Director, Head of Group Real Estate, Investment Management
Interviewed by Piet Eichholtz - Professor of Finance & Real Estate, Maastricht University | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:00 PM - 4:10 PM | Demographics Piet Eichholtz - Professor of Finance & Real Estate, Maastricht University | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:10 PM - 4:55 PM | Demographics Panel Discussion Piet Eichholtz (moderator)
Marleen Bosma - Head of Global Research and Strategic Advisory, Bouwinvest Dietrich Heidtmann - Managing Director, Head of International Capital Markets, GTIS Partners
Olivier Téran - Chief Investment Officer, Allianz Real Estate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:55 PM - 5:25 PM | Keynote Address Dr Carl Benedikt Frey - Co-Director and Oxford Martin Citi Fellow, Oxford University | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 5:25 PM - 5:30 PM | Chairman's Closing Remarks | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 6:30 PM - 7:30 PM | Drinks Reception at the UniCredit Pavilion | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 7:30 PM - 10:30 PM | Awards Ceremony & Dinner at the UniCredit Pavilion (Timings are approximate. The Awards are generally presented in three sections alphabetically between courses. The order is subject to change)
19:45 Welcome
19:55 Dinner Service Begins 20:25 Regional Awards Presentations
21:25 Themed Awards Presentations
22:20 Silver, Gold and Platinum Awards Presentations
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 10:30 PM | After Dinner Networking at the UniCredit Pavilion | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Seminar, Wednesday 16 May 09:30 - 10-30
Extracting Value Through Active Asset Management
Seminar, Wednesday 16 May 09:30 - 10-30
Extracting Value Through Active Asset Management
AXA Investment Managers would like to invite you to attend a special presentation and seminar on active management
on the morning of 16 May from 09:30 until 10:30 in the Sala Cartesio at the Hotel Principe di Savoia in Milan.
If you would like to attend this seminar, please contact Nicola Chambers at Nicola.chambers@axa-im.com
on the morning of 16 May from 09:30 until 10:30 in the Sala Cartesio at the Hotel Principe di Savoia in Milan.
If you would like to attend this seminar, please contact Nicola Chambers at Nicola.chambers@axa-im.com
Presenters
Justin Curlow, Global Head Of Research & Strategy
Justin Curlow was appointed Global Head of Research & Strategy at AXA Investment Managers – Real Assets in 2017, responsible for directing key strategic research projects and global real assets markets analysis. Curlow has been with AXA Investment Managers - Real Assets since 2011, most recently as an investment strategist in London.
Amal Del Monaco, Head of Sector Specialists, Real Assets
Amal Del Monaco is currently Head of Sector Specialists responsible for the team of real asset sector specialists within the larger asset management and development team. Del Monaco joined the firm in 1997 and has been part of the fund management team since 2001. In 2007 she became Head of Fund Management AXA France and was most recently co-head of AXA European Mandates,
Frederico Faravelli, Head of Asset Management Italy, Real Assets
Federico Faravelli is currently Head of Asset Management at AXA Investment Managers - Real Assets. Since joining the firm in 2015 he has looked after a portfolio of over €2 billion, covering all asset classes. Before this role he was in charge of business development and brokerage for Prelios (former Pirelli Real Estate) and responsible for strategic project and business development at Norman 95 in Milan and London.
Prune Perreau-Saussine, Asset Manager and Retail Sector Specialist, Real Assets
Prune Perreau-Saussine is currently the team leader for the retail, hotel and residential units of the French asset management team at AXA IM - Real Assets. She is also the retail sector specialist.
Alessandra Canavesi, Head of Marketing, Real Assets (moderator)
Alessandra Canavesi is Head of Marketing at AXA IM - Real Assets, where she is responsible for marketing strategy, corporate marketing, content and sponsorship.
Bosco Verticale Tour
Wednesday 16 May 08:00 - 09:30
Wednesday 16 May 08:00 - 09:30
COIMA would like to invite you to attend a tour of the award winning urban regeneration project Porta Nuova & Bosco Verticale (The Vertical Forest), designed by Stefano Boeri. The tour will start with a breakfast, and short introduction by Manfredi Catella and Stefano Boeri will follow explaining the benefits the building brings to the built environment.
Location: COIMA headquarters in Piazza Gae Aulenti, 12 – 20154 Milan (in front of UniCredit Pavilion)
08:00 - 08:15
|
Breakfast & Networking
|
08:15 - 08:45
|
Presentation by Manfredi Catella – CEO, COIMA and Stefano Boeri – Architect, Stefano Boeri Architetti
|
08:45 - 09:30
|
Walking tour through Porta Nuova and Bosco Verticale visit
|
Manfredi Catella, CEO, COIMA
With some 25 years’ experience, Manfredi Catella is founding shareholder and CEO of COIMA RES, majority shareholder and CEO of COIMA SGR and Chairman of COIMA, a real estate company founded in 1974. During his career, Catella has managed assets of over €5bn and was responsible for the development of the €2bn+ Porta Nuova business district in Milan.
Stefano Boeri, Architect, Stefano Boeri Architetti
Stefano Boeri is a full professor at Politecnico in Milan and a visiting professor at various international universities, and a director of the Future City Lab (FCL) at Shanghai's Tongji University. Stefano Boeri Architetti’s work ranges from producing urban visions to architectural and open space designs. Among its main works, the multiple award-winning Vertical Forest in Milan is the first prototype of a sustainable residential building with facades covered with trees and plants.
If you would like to attend this breakfast and tour, please contact Alessia Lionello at alessia.lionello@coimasgr.com or +39 02 6550 661
Copyright© 2002-2018 IPE International Publishers Limited, Registered in England, Reg No. 3233596, VAT No. 685 1784 92.
Registered Office: 1 Kentish Buildings, 125 Borough High Street, London SE1 1NP
Registered Office: 1 Kentish Buildings, 125 Borough High Street, London SE1 1NP