Overview – Tuesday – February 19

12:00pm – 12:20pm

REGISTRATION AND LIGHT LUNCH

12:20pm – 12:30pm

WELCOME

12:30pm – 1:00pm

THE RISE OF POPULISM AND THREAT OF REGULATORY RISK

  • How can the swell of populism affect real assets?
  • Where are the threats apparent and what has been experienced to date?
  • What are the appropriate governance controls that can be employed?

Manish Rastogi

Infrastructure Specialist, Frontier Advisors

Bill Watson

Chief executive, First Super

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

1:00pm – 1:45pm

THE RE-CHARACTERISATION OF INFRASTRUCTURE AND REAL ASSETS

  • How do asset owners classify infrastructure - where is the limit?
  • What does the evolution of infrastructure mean for strategic asset allocation?
  • How does the new characterisation of infrastructure impact risk tolerance for asset owners in late cycle market?

Ray King

Portfolio manager, alternatives, IOOF Holdings

Jordan Kraiten

Head of infrastructure, Hostplus

Damien Webb

Head of income and real assets, First State Super

Chair

Susan Orr

Senior consultant, JANA

1:45pm – 2:30pm

GOVERNANCE: THE REAL CHALLENGES OF REAL ASSET MANAGEMENT

  • What is the value proposition of direct ownership?
  • What are the pros and cons of having staff vs experts on boards?
  • Does the cost of direct management represent value?
  • What are learnings from asset owner experiences?         

Tania Freeman

Senior consultant, JANA

Claire Heeps

Environment, social and governance, real assets, AustralianSuper

Kent Robbins

Head of property and infrastructure, UniSuper

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:30pm – 3:00pm

AFTERNOON TEA

3:00pm – 3:30pm

ARE EMERGING AND FRONTIER MARKETS WORTH THE RISK?

  • Does non-core infrastructure offer better opportunity than core markets?
  • How to balance fundamental valuations with heightened political risk
  • Considerations when selecting investments in emerging or frontier markets

Justin Webb

head of risk, Whitehelm Capital

Dania Zinurova

Director of manager research Australia, Willis Towers Watson

Chair

Megan Chan

Senior investment manager, unlisted assets and alternatives, State Super

3:30pm – 4:05pm

UNDERSTANDING THE LAY OF THE FARMLAND

Justin Ourso

Head of real assets, Nuveen

Chair

Suzanne Tavill

Managing director, StepStone Group

4:05pm – 5:00pm

RENEWABLES ALLOCATION: DOES ENERGY STACK UP?

  • How has the technology evolved and what does the future look like?
  • How do the various technologies options compare?
  • What factors are limiting investment in renewables?

PAPERS
Energy Storage - An investment opportunity for insitutional investors
Offshore Wind - An investment opportunity for insitutional investors
Risk and rewards spectrum in renewable energy infrastructure

Anish Butani

Director, private markets, bfinance

Isabelle Demir

Head of real assets, Frontier Advisors

Tobias Reichmuth

Chief executive, SUSI Partners

Angela Ruchin

Senior consultant, JANA

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

5:00pm – 5:45pm

COMPETING FOR CAPITAL: REAL ESTATE VERSUS INFRASTRUCTURE ALLOCATION

  • Has the tide turned for both direct real estate and infrastructure?
  • How does these asset class fit within product offerings?
  • What will new paradigms in real estate and infrastructure investment look like?

 

PAPERS:
Global Listed Property leads Global Direct Property
Australian Listed Property equals Direct Property

Ken Atchison

Managing director, Atchison Consultants

Padraig Brown

Head of real estate, Mercer

Miriam Patterson

Head of real assets, TelstraSuper

Chair

Richard Hedley

Former chief investment officer, State Super (SAS Trustee)

5:30pm

DAY ONE CLOSE

6:30pm – 9:30pm

OFFICIAL EVENT DINNER

Mr. Hive Kitchen & Bar
Level 1 Crown Metropol, Crown Melbourne, 8 Whiteman St, Southbank VIC 3006
Tel: (03) 9292 5777

Day 2 – Wednesday – February 20

8:30am – 9:00am

REGISTRATION AND COFFEE

9:00am – 9:10am

WELCOME AND INTRODUCTION

9:10am – 10:00am

POLITICAL AND GEOPOLITICAL IMPACT ON MARKETS AND SECTORS

  • Where are the likely winners and losers of the geopolitical tensions?
  • How are political factors and demographics affecting real estate?
  • Is now the time to be exploring emerging markets?

Padraig Brown

Head of real estate, Mercer

Mary Power

Principal consultant, JANA

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:00am – 10:40am

THE U.S. ECONOMIC LANDSCAPE AND INVESTING THROUGH THE CYCLE

  • How to evaluate valuation and performance through the cycle?
  • Will 2nd tier cities in the United States match the hype?
  • Do speciality sectors offer true downside protection?

Blaise Keane

Senior portfolio manager, Heitman America Real Estate Trust

Chair

Tim Stringer

Chief investment officer, International Property Funds Management

10:40am – 11:20am

MORNING TEA

11:20am – 12:20pm

CAPITAL EXPOSURE: WHERE TO IN THE STRUCTURE?

  • What is the global and local outlook for market returns: income and changing valuations?
  • How do the risk – reward characteristics stack up at this stage of the investment cycle?
  • How to compare the volatility between listed and unlisted debt and equity?

 

PAPERS

Inside Real Estate - Annual strategy outlook for 2019
The CRE Lending Black Hole - Steady gains followed by extreme pains

Kevin Cooper

Co-head of real estate UK, Intermediate Capital Group

Justin Curlow

Global head of research and strategy, AXA Investment Management, Real Assets

Indraneel Karlekar

Head of global research, Principal Global Investors

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

12:20pm – 1:00pm

RETAIL IN THE CONTINUING MALL APOCALYPSE

  • How is the paradigm of shopping evolving and where are bricks and mortar resilient?
  • The changing nature of retail real estate and consumer credit
  • How do the comparative valuations of retail internationally compare and what can one interpret from the data?

Simon James

Consultant, Mercer

Richard Tanner

Managing director, AEW UK

Chair

Amanda White

Director of institutional content and editor of top1000funds.com, Conexus Financial

1:00pm – 2:00pm

LUNCH

2:00pm – 2:40pm

ASSESSING THE OFFICE FUNDAMENTALS AND OPPORTUNITIES FOR GROWTH

  • Will the changing nature of work impact buildings’ favourability?
  • The current evolution in the tenancy mix
  • Is there still value-add in refurbishing buildings?

Caroline Boyce

Senior workplace strategy consultant, Lendlease

Scott Mosely

Head of commercial, Lendlease Investment Management

Declan Walsh

Investment manager, Abu Dhabi Investment Authority

Chair

Mary Power

Principal consultant, JANA

2:40pm – 3:10pm

TECHNOLOGY TRANSFORMATION OF BUILDING AND REAL ESTATE MANAGEMENT

  • Technology solutions and innovations in building maintenance and management
  • Developments in environmentally sustainable materials
  • How to future-proof assets for climate risk and technological obsolesces

Ian Gardner

Head of asset performance and lifecycle advisory, Napier & Blakeley

Chair

Amanda White

Director of institutional content and editor of top1000funds.com, Conexus Financial

3:10pm – 4:00pm

ACTIVE MANAGEMENT: WHAT ARE THE LEVERS TO PULL?

• What are the new opportunities in real estate in specialist sector, value-added and opportunistic strategies?
• How do you optimise the various agency relationships with fund management, asset management, governance and the sale of assets?
• What are the key issues for boards of trustees and investment committees in managing a direct portfolio — and what is the impact of scale?

Spiros Deftereos

head of property, Hostplus

Jennifer Johnstone-Kaiser

Property specialist, Frontier Advisors

Russell Meacham

National director property, investment and performance, JGS Property

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

4:00pm

EVENT CLOSE

Day 1 – Tuesday – February 19

12:00pm – 12:20pm

REGISTRATION AND LIGHT LUNCH

12:20pm – 12:30pm

WELCOME

12:30pm – 1:00pm

THE RISE OF POPULISM AND THREAT OF REGULATORY RISK

  • How can the swell of populism affect real assets?
  • Where are the threats apparent and what has been experienced to date?
  • What are the appropriate governance controls that can be employed?

Manish Rastogi

Infrastructure Specialist, Frontier Advisors

Bill Watson

Chief executive, First Super

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

1:00pm – 1:45pm

THE RE-CHARACTERISATION OF INFRASTRUCTURE AND REAL ASSETS

  • How do asset owners classify infrastructure - where is the limit?
  • What does the evolution of infrastructure mean for strategic asset allocation?
  • How does the new characterisation of infrastructure impact risk tolerance for asset owners in late cycle market?

Ray King

Portfolio manager, alternatives, IOOF Holdings

Jordan Kraiten

Head of infrastructure, Hostplus

Damien Webb

Head of income and real assets, First State Super

Chair

Susan Orr

Senior consultant, JANA

1:45pm – 2:30pm

GOVERNANCE: THE REAL CHALLENGES OF REAL ASSET MANAGEMENT

  • What is the value proposition of direct ownership?
  • What are the pros and cons of having staff vs experts on boards?
  • Does the cost of direct management represent value?
  • What are learnings from asset owner experiences?         

Tania Freeman

Senior consultant, JANA

Claire Heeps

Environment, social and governance, real assets, AustralianSuper

Kent Robbins

Head of property and infrastructure, UniSuper

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:30pm – 3:00pm

AFTERNOON TEA

3:00pm – 3:30pm

ARE EMERGING AND FRONTIER MARKETS WORTH THE RISK?

  • Does non-core infrastructure offer better opportunity than core markets?
  • How to balance fundamental valuations with heightened political risk
  • Considerations when selecting investments in emerging or frontier markets

Justin Webb

head of risk, Whitehelm Capital

Dania Zinurova

Director of manager research Australia, Willis Towers Watson

Chair

Megan Chan

Senior investment manager, unlisted assets and alternatives, State Super

3:30pm – 4:05pm

UNDERSTANDING THE LAY OF THE FARMLAND

Justin Ourso

Head of real assets, Nuveen

Chair

Suzanne Tavill

Managing director, StepStone Group

4:05pm – 5:00pm

RENEWABLES ALLOCATION: DOES ENERGY STACK UP?

  • How has the technology evolved and what does the future look like?
  • How do the various technologies options compare?
  • What factors are limiting investment in renewables?

PAPERS
Energy Storage - An investment opportunity for insitutional investors
Offshore Wind - An investment opportunity for insitutional investors
Risk and rewards spectrum in renewable energy infrastructure

Anish Butani

Director, private markets, bfinance

Isabelle Demir

Head of real assets, Frontier Advisors

Tobias Reichmuth

Chief executive, SUSI Partners

Angela Ruchin

Senior consultant, JANA

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

5:00pm – 5:45pm

COMPETING FOR CAPITAL: REAL ESTATE VERSUS INFRASTRUCTURE ALLOCATION

  • Has the tide turned for both direct real estate and infrastructure?
  • How does these asset class fit within product offerings?
  • What will new paradigms in real estate and infrastructure investment look like?

 

PAPERS:
Global Listed Property leads Global Direct Property
Australian Listed Property equals Direct Property

Ken Atchison

Managing director, Atchison Consultants

Padraig Brown

Head of real estate, Mercer

Miriam Patterson

Head of real assets, TelstraSuper

Chair

Richard Hedley

Former chief investment officer, State Super (SAS Trustee)

5:30pm

DAY ONE CLOSE

6:30pm – 9:30pm

OFFICIAL EVENT DINNER

Mr. Hive Kitchen & Bar
Level 1 Crown Metropol, Crown Melbourne, 8 Whiteman St, Southbank VIC 3006
Tel: (03) 9292 5777

Day 2 – Wednesday – February 20

8:30am – 9:00am

REGISTRATION AND COFFEE

9:00am – 9:10am

WELCOME AND INTRODUCTION

9:10am – 10:00am

POLITICAL AND GEOPOLITICAL IMPACT ON MARKETS AND SECTORS

  • Where are the likely winners and losers of the geopolitical tensions?
  • How are political factors and demographics affecting real estate?
  • Is now the time to be exploring emerging markets?

Padraig Brown

Head of real estate, Mercer

Mary Power

Principal consultant, JANA

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:00am – 10:40am

THE U.S. ECONOMIC LANDSCAPE AND INVESTING THROUGH THE CYCLE

  • How to evaluate valuation and performance through the cycle?
  • Will 2nd tier cities in the United States match the hype?
  • Do speciality sectors offer true downside protection?

Blaise Keane

Senior portfolio manager, Heitman America Real Estate Trust

Chair

Tim Stringer

Chief investment officer, International Property Funds Management

10:40am – 11:20am

MORNING TEA

11:20am – 12:20pm

CAPITAL EXPOSURE: WHERE TO IN THE STRUCTURE?

  • What is the global and local outlook for market returns: income and changing valuations?
  • How do the risk – reward characteristics stack up at this stage of the investment cycle?
  • How to compare the volatility between listed and unlisted debt and equity?

 

PAPERS

Inside Real Estate - Annual strategy outlook for 2019
The CRE Lending Black Hole - Steady gains followed by extreme pains

Kevin Cooper

Co-head of real estate UK, Intermediate Capital Group

Justin Curlow

Global head of research and strategy, AXA Investment Management, Real Assets

Indraneel Karlekar

Head of global research, Principal Global Investors

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

12:20pm – 1:00pm

RETAIL IN THE CONTINUING MALL APOCALYPSE

  • How is the paradigm of shopping evolving and where are bricks and mortar resilient?
  • The changing nature of retail real estate and consumer credit
  • How do the comparative valuations of retail internationally compare and what can one interpret from the data?

Simon James

Consultant, Mercer

Richard Tanner

Managing director, AEW UK

Chair

Amanda White

Director of institutional content and editor of top1000funds.com, Conexus Financial

1:00pm – 2:00pm

LUNCH

2:00pm – 2:40pm

ASSESSING THE OFFICE FUNDAMENTALS AND OPPORTUNITIES FOR GROWTH

  • Will the changing nature of work impact buildings’ favourability?
  • The current evolution in the tenancy mix
  • Is there still value-add in refurbishing buildings?

Caroline Boyce

Senior workplace strategy consultant, Lendlease

Scott Mosely

Head of commercial, Lendlease Investment Management

Declan Walsh

Investment manager, Abu Dhabi Investment Authority

Chair

Mary Power

Principal consultant, JANA

2:40pm – 3:10pm

TECHNOLOGY TRANSFORMATION OF BUILDING AND REAL ESTATE MANAGEMENT

  • Technology solutions and innovations in building maintenance and management
  • Developments in environmentally sustainable materials
  • How to future-proof assets for climate risk and technological obsolesces

Ian Gardner

Head of asset performance and lifecycle advisory, Napier & Blakeley

Chair

Amanda White

Director of institutional content and editor of top1000funds.com, Conexus Financial

3:10pm – 4:00pm

ACTIVE MANAGEMENT: WHAT ARE THE LEVERS TO PULL?

• What are the new opportunities in real estate in specialist sector, value-added and opportunistic strategies?
• How do you optimise the various agency relationships with fund management, asset management, governance and the sale of assets?
• What are the key issues for boards of trustees and investment committees in managing a direct portfolio — and what is the impact of scale?

Spiros Deftereos

head of property, Hostplus

Jennifer Johnstone-Kaiser

Property specialist, Frontier Advisors

Russell Meacham

National director property, investment and performance, JGS Property

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

4:00pm

EVENT CLOSE