Investing In An Urban Age

Growth, Resilience, Complexity and Disruption
Investing in Global Cities
How do global investors identify the best cities today?
How are they responding to urban changes?
Housing: Development, Demographics and Density
Institutional investors are allocating heavily to residential markets, and sufficient housing supply is critical to the sustainability of cities.
 
Style Investing
Can investors adopt an analytical, quantitative-based and systematic approach to real estate
ESG & Portfolio Resilience
The environment and sustainability of cities is becoming increasingly critical, while ESG and impact investing are rising up the agenda. How can these considerations make a portfolio more resilient?
Wednesday, May 15, 2019
4:00 PM
The IPE Quest Asset Allocation Rountable is a dedicated interactive asset allocation discussion for institutional investors based on Chatham House Rules that will focus on:
  • Asset Allocation and risk
  • Portfolio considerations to prepare for any downturn
  • Asset class case studies from experienced pension fund peers
  • Manager selection and using the IPE Quest platform
Attendance is subject to approval. Please contact Jayna Vishram at jayna.vishram@ipe-quest.com to register, for further details or for travel and accommodation information.
6:00 PM
Thursday, May 16, 2019
8:30 AM
9:25 AM
9:30 AM
Piet Eichholtz - Professor of Finance & Real Estate, Maastricht University
9:35 AM
9:50 AM
10:00 AM
10:45 AM
11:00 AM
How do global investors identify the best cities today? How are they responding to urban changes?
11:15 AM
Paul Clark - CIO, The Crown Estate
12:00 PM
Institutional investors are allocating heavily to residential markets, and sufficient housing supply is critical to the sustainability of cities.
Laurent Lavergne - Head of Separate Accounts and Member of AXA Real Assets Management Board, AXA Investment Managers
12:15 PM
1:00 PM
2:00 PM
Can investors adopt an analytical, quantitative-based and systematic approach to real estate?
2:15 PM
3:00 PM
3:15 PM
4:00 PM
The environment and social sustainability of cities is becoming increasingly critical, while ESG and impact investing are rising up the agenda among institutional investors. How can these considerations make a portfolio more resilient? 
John McKinlay - CEO, LaSalle Canada
4:15 PM
Frans Heijbel - Head of Indirect Real Estate, International, Alecta
Hans Op ‘t Veld - Head of Responsible Investment, PGGM
5:00 PM
5:25 PM
5:30 PM
6:30 PM
7:35 PM

Friday 17 May 09:30 - 10:30
Creating Value Through A Targeted Sector Approach

AXA Investment Managers would like to invite you to attend a special presentation and seminar entitled Creating Value Through A Targeted Sector Approach on the morning of 17 May from 09:30 until 10:30 in the Amber room at the NH Collection Amsterdam Grand Hotel Krasnapolsky.
 
If you would like to attend this seminar, please contact Alessandra Canavesi at Alessandra.Canavesi@axa-im.com
With all real estate asset classes rapidly evolving, driven by structural demographic or behavioural changes and exposed to potentially disruptive influences, it is increasingly important to be able to understand, anticipate and respond to these changes.
 
Two of AXA Investment Managers' sector experts will provide an overview of the residential and logistics sector, exposing the underlying trends and current dynamics in Europe and addressing the critical success factors when investing in those sectors. One of the firm's fund management experts will then discuss how a sectorial allocation fits within the construction of a real assets portfolio.
Presenters
Thomas Karmann - Head of Logistics
With over 25 years’ experience in the logistics investment and development sector, Thomas Karmann joined AXA Investment Managers – Real Assets in 2018 from Prologis, where he was Managing Director and Region Head for Northern Europe. Previous roles include Senior Vice President of European Operations for Gazeley Properties Ltd, Deputy Managing Director for Germany and Central Europe at GSE and Commercial Director for Industrial and Logistics at Bouygues.
Joe Persechino – Head of Residential & Student Accommodation
Joe Persochino is the Sector Specialist for Residential and Student Accommodation at AXA Investment Managers - Real Assets, responsible for assisting with deal origination, advising on investments, working with the local teams on existing portfolio performance, sharing best practice, introducing sector innovation and leveraging his professional network. Previously, he held senior roles at Global Student Accommodation, a large global investor, developer and operator of student accommodation and serviced apartments.
Crispijn Stulp – Country Head, The Netherlands, Real Assets
Based in Amsterdam, Crispijn Stulp bares responsibility for the performance and growth of the portfolio under management in the Netherlands, with a focus on further expansion of its diverse portfolio, consisting of mainly logistics, hotels and residential properties. 
Stulp has close to 20 years of experience in the real estate sector. He joined AXA IM-Real Assets from Merin in 2017. Prior to this, he held a range of positions in different business lines within Fortis and ING Real Estate Development.
Justin Curlow – Global Head of Research and Strategy, Real Assets
Justin Curlow is responsible for directing key strategic research projects, forecasting processes and analysis of global real assets markets. 
Curlow joined AXA IM - Real Assets in 2011 as an investment strategist. In this role he was responsible for investment strategies that use AXA IM - Real Assets' 360 degree approach to property allocations across the entire real estate capital stack and all investment instruments, utilizing the four quadrant investment model. He was the dedicated strategist for core direct property, CRE debt and flexible property funds, recommending targeted acquisition markets as a member of the Deal Allocation Committee.