Overview – Tuesday – February 27

12:00pm – 12:15pm

WELCOME

12:15pm – 1:00pm

WHERE WE ARE IN THE CYCLE

Discuss how the Australian, European and US real-estate markets have performed over the last 12 months, the factors investors expect to influence returns over the next year, and how they have allocated their portfolios.

TEST LINK

1:00pm – 1:40pm

NAVIGATING THE PRIVATE DEBT MARKET

Post-global financial crisis regulation in the US continues to have an impact on traditional bank lending. Hear how regulation is creating structural changes to lending standards for commercial real estate debt capital in new gateway cities.

1:40pm – 2:30pm

DETERMINING EXPOSURE STRATEGIES

The opportunities in global real estate are vast. Hear asset owners discuss how they evaluate various opportunities and invest across the risk spectrum. They’ll also cover how to determine whether to access opportunities directly, via REITs, co-investment, or through primary and secondary funds.

2:30pm – 3:00pm

Afternoon tea

3:00pm – 3:40pm

US RETAIL: THE NEW RUST BELT OR A REVIVAL BRICKS AND MORTAR?

The bubble in retail over the past 5 years has run head on into Amazon. Consequently, mall REITs, CMBS and CDS have been under a cloud. But have the recent bankruptcies fast tracked a transition for retail outlets and malls that presents new contrarian opportunities?

3:40pm – 4:30pm

THE IMPACT OF CHANGES IN HOW WE LIVE, WORK AND PLAY

Technological and societal changes are shifting the nature of real estate. We’ll discuss the impact of technology and the market for senior housing and healthcare facilities, along with the prospects for multifamily and build-to-rent locally and internationally.

4:30pm – 5:30pm

THE OPPORTUNITIES DISLOCATION PRESENTS

Most asset owners are over-exposed to local real estate. We explore the opportunities beyond the world’s major cities in both traditional and alternative property, and how to handle implementation and governance.

5:30pm – 5:45pm

CONFERENCE CLOSE

6:30pm – 9:30pm

OFFICIAL CONFERENCE DINNER – BISTRO GUILLAUME (CROWN TOWERS)

Day 2 – Wednesday – February 28

9:00am – 9:10am

WELCOME

9:10am – 9:55am

TRENDS, OBSERVATIONS AND EXPECTATIONS

Asset owners will reveal how they determine their optimal allocation to private markets by considering opportunities, return expectations, and diversification of equity risk, including duration and illiquidity.

9:55am – 10:45am

DEALING WITH GOVERNANCE

Asset owners will open up about how they are navigating governance in the typically opaque private markets, to address trust, moral hazard, regulation, control, legacy documents and fees across investment structures.

10:45am – 11:15am

MORNING TEA

11:15am – 12:15pm

ACCESS AND OPPORTUNITIES IN GLOBAL INFRASTRUCTURE

Asset owners on how they evaluate international opportunities, in light of the expanding definition of infrastructure, geopolitical factors, and the challenges of direct deals, coinvestment and secondary offerings.

12:15pm – 1:00pm

ENERGY AS ALTERNATIVE INFRASTRUCTURE

Given the well-publicised energy crisis in Australia there has been increased interest in the renewable industry. But how does the local opportunity compare to other forms of power and energy infrastructure investments internationally?

1:00pm – 2:00pm

LUNCH

2:00pm – 2:40pm

THE NEW ERA FOR DIRECT LENDING

Asset owners have typically ignored the private debt market, because they lacked the expertise to assess lending risks, were limited by constraints on investing in illiquid assets or were scared off by competition from banks. But have opportunities opened up now?

2:40pm – 3:20pm

PRIVATE EQUITY CO-INVESTMENTS AND INTERNAL CAPABILITIES

Asset owners are underweight private equity due to criticism of returns, illiquidity and fee concerns. Can a co-investment strategy, where managers work more closely with business owners, better align interests?

3:20pm – 4:00pm

BUILDING STRATEGIC GLOBAL INVESTMENT PARTNERSHIPS

Discover how local asset owners are reassessing their private market investment and governance models to co-operate with international peers and act as both limited and general partners.

4:00pm – 4:15pm

CONFERENCE CLOSE

Day 1 – Tuesday – February 27

12:00pm – 12:15pm

WELCOME

12:15pm – 1:00pm

WHERE WE ARE IN THE CYCLE

Discuss how the Australian, European and US real-estate markets have performed over the last 12 months, the factors investors expect to influence returns over the next year, and how they have allocated their portfolios.

TEST LINK

1:00pm – 1:40pm

NAVIGATING THE PRIVATE DEBT MARKET

Post-global financial crisis regulation in the US continues to have an impact on traditional bank lending. Hear how regulation is creating structural changes to lending standards for commercial real estate debt capital in new gateway cities.

1:40pm – 2:30pm

DETERMINING EXPOSURE STRATEGIES

The opportunities in global real estate are vast. Hear asset owners discuss how they evaluate various opportunities and invest across the risk spectrum. They’ll also cover how to determine whether to access opportunities directly, via REITs, co-investment, or through primary and secondary funds.

2:30pm – 3:00pm

Afternoon tea

3:00pm – 3:40pm

US RETAIL: THE NEW RUST BELT OR A REVIVAL BRICKS AND MORTAR?

The bubble in retail over the past 5 years has run head on into Amazon. Consequently, mall REITs, CMBS and CDS have been under a cloud. But have the recent bankruptcies fast tracked a transition for retail outlets and malls that presents new contrarian opportunities?

3:40pm – 4:30pm

THE IMPACT OF CHANGES IN HOW WE LIVE, WORK AND PLAY

Technological and societal changes are shifting the nature of real estate. We’ll discuss the impact of technology and the market for senior housing and healthcare facilities, along with the prospects for multifamily and build-to-rent locally and internationally.

4:30pm – 5:30pm

THE OPPORTUNITIES DISLOCATION PRESENTS

Most asset owners are over-exposed to local real estate. We explore the opportunities beyond the world’s major cities in both traditional and alternative property, and how to handle implementation and governance.

5:30pm – 5:45pm

CONFERENCE CLOSE

6:30pm – 9:30pm

OFFICIAL CONFERENCE DINNER – BISTRO GUILLAUME (CROWN TOWERS)

Day 2 – Wednesday – February 28

9:00am – 9:10am

WELCOME

9:10am – 9:55am

TRENDS, OBSERVATIONS AND EXPECTATIONS

Asset owners will reveal how they determine their optimal allocation to private markets by considering opportunities, return expectations, and diversification of equity risk, including duration and illiquidity.

9:55am – 10:45am

DEALING WITH GOVERNANCE

Asset owners will open up about how they are navigating governance in the typically opaque private markets, to address trust, moral hazard, regulation, control, legacy documents and fees across investment structures.

10:45am – 11:15am

MORNING TEA

11:15am – 12:15pm

ACCESS AND OPPORTUNITIES IN GLOBAL INFRASTRUCTURE

Asset owners on how they evaluate international opportunities, in light of the expanding definition of infrastructure, geopolitical factors, and the challenges of direct deals, coinvestment and secondary offerings.

12:15pm – 1:00pm

ENERGY AS ALTERNATIVE INFRASTRUCTURE

Given the well-publicised energy crisis in Australia there has been increased interest in the renewable industry. But how does the local opportunity compare to other forms of power and energy infrastructure investments internationally?

1:00pm – 2:00pm

LUNCH

2:00pm – 2:40pm

THE NEW ERA FOR DIRECT LENDING

Asset owners have typically ignored the private debt market, because they lacked the expertise to assess lending risks, were limited by constraints on investing in illiquid assets or were scared off by competition from banks. But have opportunities opened up now?

2:40pm – 3:20pm

PRIVATE EQUITY CO-INVESTMENTS AND INTERNAL CAPABILITIES

Asset owners are underweight private equity due to criticism of returns, illiquidity and fee concerns. Can a co-investment strategy, where managers work more closely with business owners, better align interests?

3:20pm – 4:00pm

BUILDING STRATEGIC GLOBAL INVESTMENT PARTNERSHIPS

Discover how local asset owners are reassessing their private market investment and governance models to co-operate with international peers and act as both limited and general partners.

4:00pm – 4:15pm

CONFERENCE CLOSE