Overview – Tuesday – February 19

12:00pm – 12:30pm

REGISTRATION AND LIGHT LUNCH

12:30pm – 12:45pm

WELCOME

12:45pm – 1:15pm

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

Melda Donnelly

Investment committee, HESTA

1:15pm – 2:00pm

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

Susan Orr

Senior consultant, JANA

Damien Webb

Head of income and real assets, First State Super

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:00pm – 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

Melda Donnelly

Investment committee, HESTA

2:30pm – 3:00pm

AFTERNOON TEA

3:00pm – 3:40pm

NON-CORE: ARE EMERGING AND FRONTIERMARKETS 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

3:40pm – 4:10pm

UNDERSTANDING THE LAY OF THE FARMLAND

  • How is technology influencing agriculture?
  • How to assess performance and risk mitigation in farmland
  • What is best practice in farmland sustainability?

Justin Ourso

Head of real assets, Nuveen

Chair

Suzanne Tavill

Managing director, StepStone Group

4:10pm – 4:50pm

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?

Anish Butani

Director, private markets, bfinance

Isabelle Demir

Head of real assets, Frontier Advisors

Angela Ruchin

Senior consultant, JANA

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

4:50pm – 5:30pm

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?

Ken Atchison

Managing director, Atchison Consultants

Nick Kelly

Senior investment consultant, Willis Towers Watson

Miriam Patterson

Head of real assets, TelstraSuper

Chair

Melda Donnelly

Investment committee, HESTA

5:30pm

DAY ONE CLOSE

6:30pm – 9:30pm

OFFICIAL EVENT DINNER

Day 2 – Wednesday – February 20

8:30am – 9:00am

REGISTRATION AND COFFEE

9:00am – 9:15am

WELCOME AND INTRODUCTION

9:15am – 9:50am

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 India and China?

Padraig Brown

Head of real estate, Pacific markets, Mercer

Mary Power

Principal consultant, JANA

Chair

Melda Donnelly

Investment committee, HESTA

9:50am – 10:20am

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

10:20am – 10:50am

MORNING TEA

10:50am – 11:30am

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?

Indraneel Karlekar

Head of global research, Principal Global Investors

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

11:30am – 12:00pm

NET-NET-NET IN COMMERCIAL REAL ESTATE

  • How are these sectors evolving around the world?
  • How do each of these sectors weigh up in Australian vs the international market?
  • What factors are limiting asset owners from making investments in these sectors?

Kevin Cooper

Co-head of real estate UK, Intermediate Capital Group

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

12:00pm – 12:30pm

MULTI-FAMILY AND THE BUILD-TO-RENT SECTOR

  • How are these sectors evolving around the world?
  • How do each of these sectors weigh up in Australian vs the international market?
  • What factors are limiting asset owners from making investments in these sectors?

Chris Bedingfield

Principal and portfolio manager, Quay Global Investors

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

12:30pm – 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?

Richard Tanner

Managing director, AEW Europe

Chair

Simon James

Consultant, Mercer

1:00pm – 2:00pm

LUNCH

2:00pm – 2:30pm

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?

Josh McHutchison

Managing director, investment management Australia, Lendlease

Mary Power

Principal consultant, JANA

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:30pm – 3:00pm

THE IMPACT OF POLICY ON MEDICAL AND HEALTHCARE CENTRES

  • The intersection of demographics, policy and medical treatments
  • Determining location (domestic and international) exposure
  • Does this sector provide a true defensive asset class?
Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

3:00pm – 3:30pm

AFTERNOON TEA

3:30pm – 4:00pm

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

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

4:00pm – 4:30pm

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

Chair

Melda Donnelly

Investment committee, HESTA

4:30pm

EVENT CLOSE

Day 1 – Tuesday – February 19

12:00pm – 12:30pm

REGISTRATION AND LIGHT LUNCH

12:30pm – 12:45pm

WELCOME

12:45pm – 1:15pm

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

Melda Donnelly

Investment committee, HESTA

1:15pm – 2:00pm

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

Susan Orr

Senior consultant, JANA

Damien Webb

Head of income and real assets, First State Super

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:00pm – 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

Melda Donnelly

Investment committee, HESTA

2:30pm – 3:00pm

AFTERNOON TEA

3:00pm – 3:40pm

NON-CORE: ARE EMERGING AND FRONTIERMARKETS 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

3:40pm – 4:10pm

UNDERSTANDING THE LAY OF THE FARMLAND

  • How is technology influencing agriculture?
  • How to assess performance and risk mitigation in farmland
  • What is best practice in farmland sustainability?

Justin Ourso

Head of real assets, Nuveen

Chair

Suzanne Tavill

Managing director, StepStone Group

4:10pm – 4:50pm

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?

Anish Butani

Director, private markets, bfinance

Isabelle Demir

Head of real assets, Frontier Advisors

Angela Ruchin

Senior consultant, JANA

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

4:50pm – 5:30pm

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?

Ken Atchison

Managing director, Atchison Consultants

Nick Kelly

Senior investment consultant, Willis Towers Watson

Miriam Patterson

Head of real assets, TelstraSuper

Chair

Melda Donnelly

Investment committee, HESTA

5:30pm

DAY ONE CLOSE

6:30pm – 9:30pm

OFFICIAL EVENT DINNER

Day 2 – Wednesday – February 20

8:30am – 9:00am

REGISTRATION AND COFFEE

9:00am – 9:15am

WELCOME AND INTRODUCTION

9:15am – 9:50am

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 India and China?

Padraig Brown

Head of real estate, Pacific markets, Mercer

Mary Power

Principal consultant, JANA

Chair

Melda Donnelly

Investment committee, HESTA

9:50am – 10:20am

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

10:20am – 10:50am

MORNING TEA

10:50am – 11:30am

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?

Indraneel Karlekar

Head of global research, Principal Global Investors

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

11:30am – 12:00pm

NET-NET-NET IN COMMERCIAL REAL ESTATE

  • How are these sectors evolving around the world?
  • How do each of these sectors weigh up in Australian vs the international market?
  • What factors are limiting asset owners from making investments in these sectors?

Kevin Cooper

Co-head of real estate UK, Intermediate Capital Group

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

12:00pm – 12:30pm

MULTI-FAMILY AND THE BUILD-TO-RENT SECTOR

  • How are these sectors evolving around the world?
  • How do each of these sectors weigh up in Australian vs the international market?
  • What factors are limiting asset owners from making investments in these sectors?

Chris Bedingfield

Principal and portfolio manager, Quay Global Investors

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

12:30pm – 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?

Richard Tanner

Managing director, AEW Europe

Chair

Simon James

Consultant, Mercer

1:00pm – 2:00pm

LUNCH

2:00pm – 2:30pm

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?

Josh McHutchison

Managing director, investment management Australia, Lendlease

Mary Power

Principal consultant, JANA

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:30pm – 3:00pm

THE IMPACT OF POLICY ON MEDICAL AND HEALTHCARE CENTRES

  • The intersection of demographics, policy and medical treatments
  • Determining location (domestic and international) exposure
  • Does this sector provide a true defensive asset class?
Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

3:00pm – 3:30pm

AFTERNOON TEA

3:30pm – 4:00pm

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

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

4:00pm – 4:30pm

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

Chair

Melda Donnelly

Investment committee, HESTA

4:30pm

EVENT CLOSE