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Institutional Property Investor 2010

Property Investment Strategies for the Recovery

CBI Centre, London, Friday, March 19th, 2010


Chairman’s Opening Remarks

Coffee break

n Presentation Accessing global real estate

Robin Ellison Head of Strategic Development – Pensions Pinsent Masons LLP

Presentation Property investment strategies for the recovery n

As anticipation grows among investors for exciting real estate opportunities emerging from the downturn, our opening presentation poses the following questions: what lessons have we learned from the last two years and how can they help us better understand property investing in the context of the current economic recovery?

Richard Barkham, Group Research Director, Grosvenor

Panel session Forecasts & Fees: where are the opportunities and what should they cost? n

If recent reports are to be believed the cost of investing in a number of alternative asset classes has reduced significantly over the last 12 months as investment managers compete to retain and attract assets. So what of property investing? With anticipation growing about commercial property in the UK market we ask our panelists to discuss state of the market, specific opportunities and the cost of investment.

Presentations Voids, lease lengths, income and yields: changes in market norms n

If there is renewed optimism about the recovery of the UK and, more specifically, the London commercial property markets, is it based on statistical evidence? In this session we see some of the latest numbers of the key performance indicators in the commercial property investment market and ask: what changes are we seeing to long established market norms?

Walter Boettcher, Director of Research & Forecasting, Colliers International

Panel Accessing property: the pros, cons and liquidity profiles of different vehicles in today’s market n

Covering everything from pooled funds to direct investment and segregated mandates to property derivatives, we ask the panelists in this session the following questions. What are the risk/reward profiles of the different property investment vehicles available to today’s investors? To what extent do they borrow to generate investment returns? How do you know which one is right for your investment objectives?

Anne Breen, Head of Property Research, Standard Life

Anthony Martin, Senior Director, Real Estate Finance Fund Advisory Team, CB Richard Ellis

The recent credit crisis has brought home the need to diversify globally. This session explores the available options for accessing global real estate together with discussing some of the impacts the recent credit crisis has had on the type and structure of the products being offered.

Douglas Crawshaw, Senior Investment Consultant, Watson Wyatt

Investor panel Investment process and operational risk controls: what should you look for in a property investment manager? n

In a recent survey, UK pension funds regarded a ‘clear investment process’ and ‘good operational risk controls’ as the two most important characteristics of a successful real estate manager. But what constitutes a clear investment process and what should you be looking for when assessing a manager’s ability to control operational risk? In this session we ask a variety of investors in property how they assess these key components.

Ian Aylward, Head of Alternative Asset Research, Skandia Investment Management

David Cavaye, Head of Investment Strategy, C. Hoare & Co

Kevin Frisby, Partner, Lane Clark & Peacock

Delyth Richards, Head of Research – Funds, Kleinwort Benson

James Bevan, Chief Investment Officer, CCLA

David Coombs, Investment Director, Rathbone Investment Management

Jonathan Bell, Chief Investment Officer, Stanhope Capital

Presentation Responsible property investment: understanding and implementing ESG issues in relation to your property portfolio n

Increasingly, institutional investors are being encouraged to bear in mind the environmental, social and governance implications of their various investments and property is no exception. What, then, has the United Nations Environment Programme Finance Initiative identified as the key areas for investors to focus on with regards to property and what are the costs of implementation versus the benefits?

Professor Paul McNamara, Co-Chair of the UNEP FI Property Working Group and Head of Research at PRUPIM

Melville Rodrigues, Partner CMS Cameron McKenna LLP

Buffet lunch

Presentation Security, liquidity & yield: does property offer the right ingredients for low risk investors? n

Faced with historically low yielding cash funds and a climate of insecurity, institutional treasury managers, such as those from the UK’s local authorities, are on the look out for safe alternative investment vehicles that can meet their investment as well as risk objectives. ‘Security, liquidity and yield – in that order’ is the guiding investment principle from central government but while property appears to offer attractive yields, relative to cash, does it meet the other criteria sufficiently to attract investment from the very risk averse?

James Bevan, Chief Investment Officer, CCLA

AI Conferences is an operating division of Longview Productions Ltd. We run a small portfolio of highly targeted, educational events for trustees and institutional investors in the public and private sectors. Building on years of experience in financial conference management, our strengths are in delivering balanced, high-quality conference audiences and developing open and collaborative events. Contact us on 020 3355 1140 or at info@aiconferences.com

The content, speakers and timings published in this agenda are subject to change.

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