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?
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Housing: Development, Demographics and Density
Institutional investors are allocating heavily to residential markets, and sufficient housing supply is critical to the sustainability of cities.
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Style Investing
Can investors adopt an analytical, quantitative-based and systematic approach to real estate
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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?
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| Wednesday, May 15, 2019 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 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:
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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 7:00 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Thursday, May 16, 2019 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 8:30 AM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:25 AM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:30 AM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:35 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 12:00 PM | Institutional investors are allocating heavily to residential markets, and sufficient housing supply is critical to the sustainability of cities. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 12:15 PM | Dietrich Heidtmann - Managing Director, Head of International Capital Markets, GTIS Partners Marieke van Kamp - Head of Private Markets, NN Group Jay Kwan - Managing Director, International Real Estate, Europe, QuadReal Clemens Schaefer - Managing Director & CIO Head of Institutional Portfolio Management Real Estate, Europe, DWS Gertjan van der Baan - CEO, Vesteda | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1:00 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2:00 PM | Can investors adopt an analytical, quantitative-based and systematic approach to real estate? | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2:15 PM | Karim Habra - Head of Europe and Asia-Pacific, Ivanhoé Cambridge Meagan Nichols - Global Head of Real Assets Investment Group, Cambridge Associates Will Robson - Executive Director and Global Head of Real Estate Applied Research, MSCI Stephen Ryan - Founder, S Ryan Invest Laurent Ternisien - Chief Executive Officer Luxembourg & Chief Client Officer Investment Management, BNP Paribas Real Estate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:00 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 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? | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:15 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 5:00 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 5:25 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Friday 17 May 09:00 - 13:00
Property Tour by Boat through the city of Amsterdam
Bouwinvest Real Estate Investors would like to invite you to a Property Tour by boat through the city of Amsterdam and AM Property Development on Friday 17 May 2019. The tour will take place on the morning after the IPE Real Estate Global Conference and Awards in Amsterdam.
If you would like to attend this boat tour, please contact Renata Joor at r.joor@bouwinvest.nl
The property tour will take you through the Amstelstad / Bijmerbajes district in Amsterdam. This is a new mixed-used area in the east of Amsterdam on the Amstel River which is being redeveloped. AM and Bouwinvest are both involved in this area. The area development is an area for life work and play and includes a mix of social housing, mid-range rental apartments as well as free-market rental accommodation and occupier-owned housing, leisure and offices.
Bob van der Zande will be your host from the city of Amsterdam, while AM will be represented by the Chairman of the Board, Ronald Huikeshoven and Bouwinest by CEO Dick van Hal and CIO Stephen Tross. Each of your hosts will explain their strategy for investment in urban areas which is aimed at creating an affordable and inclusive city district where people want to live, work and play long term.
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.
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 and advising on investments.
Crispijn Stulp – Country Head, The Netherlands, Real Assets
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.
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.
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