Programme 2021

Wednesday, September 15, 2021
4:00 PM
IPE Quest Asset Allocation Roundtable (invitation only)

The IPE Quest Asset Allocation Roundtable is a dedicated interactive asset allocation discussion for institutional investors based on Chatham House Rules that will focus on:

The return of inflation

  • What does the outlook for inflation over the short and medium term mean for real estate investments and strategies?
  • Can the asset class be used effectively to hedge inflation?
  • How does this compare between listed and unlisted markets?

Real estate debt

  • What has happened to real estate debt markets since the onset of COVID-19
  • Should investors be taking the role of lenders today?

Impact investing

  • Can institutional investors make positive impact and generate appropriate risk-adjusted returns in real estate?
  • How should investors set impact targets and measure performance?

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, please contact Judith Langford at judith.langford@ipe.com

Thursday, September 16, 2021
8:30 AM
Registration and Coffee
9:25 AM
Welcome
9:30 AM
Chairman’s Introduction
9:35 AM
Opening Address
10:05 AM
Keynote
10:45 AM
Coffee
11:00 AM
The Future of Cities
Presentation

How will urban centres be reshaped post-COVID-19, and what does this mean for urbanisation, offices and housing, and the 21st century mantra of live, work, play?
Brian Klinksiek - Head of European Research and Global Portfolio Strategies, LaSalle Investment Management

11:15 AM
The Future of Cities
Panel discussion

Brian Klinksiek - Head of European Research and Global Portfolio Strategies, LaSalle Investment Management (moderator)
Jessica Hardman - Head of Real Estate Group UK, DWS
Dietrich Heidtman - Managing Director, GTIS Partners

12:00 PM
Impact Investing/Housing
Presentation
12:15 PM
Keynote Address

Nathalie Palladitcheff - President & CEO, Ivanhoe Cambridge

12:30 PM
Lunch
1:30 PM
The Future of Portfolio Allocation
Presentation

Will logistics and living sectors take over from retail as the bedrock of core institutional allocations?
Justin Curlow - Head of Research and Strategy, AXA IM - Real Assets

1:45 PM
The Future of Portfolio Allocation
Panel discussion

Justin Curlow - Head of Research and Strategy, AXA IM - Real Assets (moderator)
Jeroen Reijnoudt, Principal Fund Manager International Real Estate and Infrastructure, MN
Mark Siezan, Chief Client Officer, Bouwinvest Real Estate Investors
Cameron Spry, Partner and Co-CIO, Tristan Capital Partners
Berkshire speaker tbc

2:30 PM
Investor Interview
Investor interview

Michael Turner - President, Oxford Properties Group

2:55 PM
Coffee
3:10 PM
Carbon Net Zero
Presentation

Can real estate investors help meet the Paris Agreement goals?
Sophie van Oosterom - Global Head of Real Estate, Schroders

3:25 PM
Carbon Net Zero
Panel discussion

Sophie van Oosterom - Global Head of Real Estate, Schroders (moderator)
Tony Brown - CIO, M&G Real Estate
Henk Groot - CIO, Pensioenfonds Detailhandel
Mohamad Hafiz Kassam - Head of Real Estate Investments, EPF
Andreas Jensen - Senior Portfolio Manager, Unlisted Real Assets, AP4
Jan Kæraa Rasmussen - Head of ESG, PensionDanmark

4:15 PM
Healthcare and Life Sciences
Presentation

Are these two emerging sectors now set to become a bigger part of institutional portfolios?
Nathalie Charles, Deputy CEO and Global Head of Investment Management, BNP Paribas Real Estate

4:30 PM
Healthcare and Life Sciences
Panel discussion

Nathalie Charles - Deputy CEO and Global Head of Investment Management, BNP Paribas Real Estate (moderator)
Lisette van Dorn - CEO, ULI
Frans Heijbel - Head of International Real Assets, Alecta
Bill Kane, President, East Coast & UK Markets, BioMed Realty
Jonathan Pearce - Executive VP, Leasing and Development, Office and Industry - North America, Ivanhoe Cambridge

5:15 PM
Keynote Address
Keynote address

Steve Weikal - Head of Industry Relations, MIT Centre for Real Estate and CRE Tech Lead, MIT Real Estate Innovation Lab

5:55 PM
Chairman’s Closing Remarks
6:30 PM
Drinks Reception
7:30 PM
IPE Real Estate Global Awards 2021 Ceremony and Dinner

The winners and highly commended of this year's IPE Real Estate Global Awards will be announced during dinner.