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Conference Day 1: Tuesday 28 March 2006
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| 08.00 | Registration, breakfast and networking session
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| 08.45 | Organiser’s welcome remarks
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| 08.50 | Chairman’s opening remarks
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| MANAGING GROWTH AND PERFORMANCE |
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| 09.00 | ECONOMIST KEYNOTE: China real estate and the wider economy – Mega trends and issues affecting business environment and property market in China
- How far does the property cycle affect the wider economic cycle in China and vice versa?
- What would be the impact of the Yuan revaluation on China real estate?
- Key trends in capital inflows and foreign investments – What are the implications for China’s property investment market?
- Exploring future demand, growth trends and potential returns of the Chinese real estate market over the next 5 years
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| | Fan Gang, Director, National Economic Research Institute
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| 09.30 | SPECIAL ADDRESS: Reviewing the development of China real estate industry - Achievements and challenges to date
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Examining ways to develop China’s property market in line with international standards
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Exploring the interest and implications of the government’s measures to cool the market
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What further reforms are necessary to drive real estate investments in China upwards? |
| | Yun Chang Gu, General Secretary, China Real Estate Association
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| 10.00 | Managing a real estate business strategically for the long term: Perspectives from one of China's most prolific property developer
- Identifying the key growth strategies for Chinese developers
- Accessing funding using property assets
- What are the basics and necessary self preparation for attracting foreign investors?
- Addressing foreign competition
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| | Hope Wang, CEO Asst. & General Manager, Investment Banking Division, Beijing Capital Group Company
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| 10.20 | Morning refreshments
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| CHINA REAL ESTATE: HOW FAST? HOW FAR? |
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| 10.50 | Uncovering the key trends and opportunities in the Real Estate Market in China
- An overview of key trends within the office, retail, residential and industrial sectors of the property market in China
- Anticipated future trends and resultant opportunities
- Key challenges facing local and international developers and investors
- How are developers and investors overcoming these challenges
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| | Chris Brooke, Managing Director, Greater China, CB Richard Ellis
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| 11.20 | Leveraging on China’s booming retail and real estate markets
- Outlining the trends and demands in retail malls development in China
- Exploring the pitfall and problems to avoid in China retail sector
- What the China markets can take away from the Singapore and Hong Kong retail sector experience
- Acquiring megamalls with anchor tenants in China and developing strategic relationships with key reputable local players
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| | Ming Yan Lim, Chief Executive Officer, CapitaLand China Holdings
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| 11.40 | Investing into residential property across China
- Analysing the underlying demand for mass and luxury sector property in Shanghai and Beijing
- What are the other opportunities in terms of product types and locations in residential development across the Chinese mainland
- Attracting foreign funding: Strategies, challenges and lessons learnt
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| 12.00 | PANEL DISCUSSION: Where is the highest yield? Reviewing the performance of various sectors and locations in China
- Which sectors of real estate investments are doing well? Market conditions and outlooks
- Where are the real investment opportunities other than the already very hot first tier cities?
- Overview of the major industry players
- Size of the markets and growth prospects
- How much of the hype actually translates to reality?
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| | Moderator: Richard A Johnson, Managing Director, Asia Capital Markets, Jones Lang LaSalle Chris Brooke, Managing Director, Greater China, CB Richard Ellis Jim Yip, Director, Investment & Consultancy, DTZ Debenham Tie Leung
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| 12.40 | Networking luncheon for sponsors, speakers and delegates
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| REAL ESTATE FINANCING AND STRUCTURING STRATEGIES |
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| 14.00 | Structuring joint ventures and co-investments in China property
- The alluring opportunity but complicated environment of China's real estate investment
- Expanding investments in China through joint ventures
- Case study - The importance to cooperate with a fit local partner
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| 14.30 | Securitisation within China real estate- What are the potential gains for capital management in China?
- Recent developments of spreads
- Analysing debt levels
- Opportunities in non-performing loans and distressed debt in China
- ABS developments in China
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| SPEED NETWORKING! |
 A hit with singles across the world, now you can meet the key players in your industry in a brief but fun environment! Through a rotating cocktail table format you will get the opportunity to meet all your fellow attendees face-to-face in just 30 minutes. Bring plenty of business cards along for a fast and furious interactive session.
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| 15.30 | Afternoon refreshments
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| 15.45 | CASE STUDY: The Guangzhou R&F Properties IPO
- Key success factors in accessing the international capital markets
- What makes a successful Property IPO candidate?
- What are the hurdles to an overseas listing?
- Property valuations vs. capital markets - what determines pricing?
- How are valuations affected by changes in property related regulations?
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| | David Moritz, Director, Investment Banking, Real Estate, Credit Suisse Singapore
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| 16.15 | Why is mezzanine financing a unique and highly attractive risk-return opportunity for Chinese developers and investors?
- Examining the role of mezzanine funds as significant lenders to direct property industry
- Taking advantage of the trend setting developments in China’s mezzanine loan markets
- What are the best types of investment strategies supported by mezzanine funding?
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| | Hope Wang, Chief Investment Officer, Sinore Real Estate
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| 16.45 | CASE STUDY: First ever Residential Mortgage Backed Securitisation (RMBS) Transaction in China
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| | Xu Di, Deputy General Manager, Real Estate Finance Department, China Construction Bank
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| 17.15 | PANEL DISCUSSION: Secrets of success of top performing property funds - What constitutes a winning strategy?
- Comparing and contrasting global funds and Asian REIT funds
- Portfolio construction - strategies, exposures and leverage
- Structuring the fund for maximum investor appeal
- Raising capital effectively
- Who are the investors and how to attract them
- Dealing with the challenges to achieve out performance
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| | Moderator: Arjun Bambawale, Chief Executive Officer, HSBC Institutional Trust Services (Singapore) Limited Jason Lee, Managing Director and Head of Asia real estate, Carlyle Group John So, Head of Fund Management, Grosvenor
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| 18.00 | End of Day 1
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| 18.05 | Cocktails and Canapés – Networking cocktail reception
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| PROJECTS SITE TOUR: EXPERIENCE SHANGHAI BY NIGHT |
Hosted by
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| 19.30 | Limited to first 80 delegates!
The city of Shanghai lives by night! Catch the night view of the spectacular vigor of Shanghai, the most promising city in the west coast of the Pacific. Delegates are invited to an evening tour of Shanghai’s top real estates, and find out first hand the irresistible charms and investment value of Shanghai property.
- Meet at lobby for coach pick up
- “The One” complex in Jingan District
- “Agate Garden” in Gubei
- “Xintiandi”
- “The Bund”
“The One” and the “Agate Garden” are the typical top downtown residence complexes. Although sited adjacent to Central Business Districts of Shanghai, both projects boast amazingly unique nature of tranquility and exquisiteness.
Two towers of high-rise buildings and a row of modern town houses nestled beneath marks the profile of “The One”. By the design concept and quality, “the One” sets a benchmark for premium downtown residences in Shanghai and makes the project an excellent case study for understanding the local residential market.
“Agate Garden”, like a precious stone imbued in Gubei area, the most mature expatriates living zone in Shanghai, is best known for its quality and unmatched convenience to Hongqiao business zone where plenty of foreign consulates and MNCs are stationed. The development of this area dates back to early 1990s. Now it has become the most attractive living district for the city.
The contrast and integration of the past and present; and the East and West give “Xintiandi” and the “Bund” endless charm, turning them into the most ideal place for foreign and domestic tourists to gain a general view of the history, culture, and modern lifestyle of Shanghai.
  
(from left to right: "Agate Garden", "The One" and a bird's eye view of Shanghai night) |
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Conference Day 2: Wednesday 29 March 2006
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| 08.15 | Registration, breakfast and networking session
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| 08.50 | Chairman’s opening remarks
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| | CY Leung, Chairman, DTZ Debenham Tie Leung
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| EXAMINING THE EVOLVING REGULATORY REGIME |
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| 09.00 | REGULATOR KEYNOTE: A regulatory update on China's real estate and housing policy
- Macro-economic measures targeted at property sector to curb the effects of property speculation and overbuilding
- Latest government initiatives on city development and urban housing plan
- Implications to market access and restrictions for foreign direct investment
- What regulatory developments are on the horizon?
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| | Chen Huai, Director of Regulatory, Ministry of Construction, China
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| 09.30 | Tapping into the global demands for real estate investments – What opportunities does this present for China real estate players?
- Assessing the trends and demands for real estate investment options globally
- Impacts of globalisation of real estate on China market
- How Chinese players can capitalise on the strong international capital demand and investors’ chase for yield
- Potential for value shifts as capital markets and real estate markets in China open to international investments
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| | Liang Youguo, Managing Director, Investment Research, Prudential Real Estate Investors
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| ASSESSING THE SCALE OF INVESTMENT OPPORTUNITIES |
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| 10.00 | Chinese developer’s perspectives: Gaining access to quality Chinese investment opportunities
- Identifying emerging opportunities and challenges in the exciting transformation of China real estate development
- For those who have yet come to China, how can they work with local partners and quickly adapt to the fast development pace?
- China deals: The dos, don’ts and watch-outs!
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| | Xiaosu Meng, President, China Real Estate Development Group
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| 10.20 | INSTITUTIONAL INVESTOR KEYNOTE: Real Estate Investing - Perspectives on direct and indirect investments
- Understanding institutional investors constraints and approach with respect to real estate investments
- Types of real estate investment structures preferred by institutional investors
- What are the leading fundamentals or indicators used by CalPERS when evaluating the Chinese real estate market?
- What levels of transparency should investors demand?
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| 10.50 | Morning refreshments
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| 11.20 | PANEL DISCUSSION: Attracting international money to China real estate - Private equity investment opportunities for foreign players
- Overview of equity flows and venture capital investing into China real estate
- What makes a good acquisition – What are the main metrics in evaluating private equity real estate
- How are real estate assets influencing private equity deals
- Where to invest: The next hot territories
- What to invest: The next hot sectors
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| | Moderator: David Schaefer, Managing Director, Head - Asia Pacific, Citigroup Property Investors-Asia/Pacific Timothy Bellman, Head of Strategy and Research, ING Real Estate Investment Management
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| ACHIEVING BEST PRACTICES AND INTERNATIONAL STANDARDS |
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| 12.00 | Embedding risk management tactics in the valuation assessment of your China property investment
- Examining the main types of risks facing investors: How do you identify, assess and rank the risk factors for real estate investment in China?
- Evaluating the performance of property: Rental, returns and yields
- Exit strategies for foreign capital, what are the important issues in working in a less transparent market
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| 12.30 | Structuring REITs in China, Hong Kong and Macau – The regulatory and legal considerations
- Snapshots of the recent developments in the major REIT jurisdictions in Asia
- What are the regulatory and tax requirements and benefits?
- What are the listing requirements?
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| | Brad Markoff, Co-Chair National REIT Practice, DLA Piper Rudnick Gray Cary
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| 13.00 | Networking luncheon for sponsors, speakers and delegates
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| 14.00 | Examining the latest development trends in real estate financing in China
- Updates on real estate transactions financed on China – Key opportunities and challenges
- Role of the Chinese financial institutions in developing and encouraging a wider range of capital financing instruments
- Preparing the capital markets for securitisation and REITs
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| | Ba Shu Song, Deputy Director-General, Finance Institute of Development Research Center of the State Council
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| 14.30 | Investment opportunities associated with China city development and major international events:
- China city development that creates good investment projects - Overview with cases
- Effects of the of 2008 Summer Olympic games, 2010 World Expo in Shanghai, WTO on real estate
- Opportunities in different cities and market sectors
- Collaboration in exploring emerging new trends
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| 15.00 | Afternoon refreshments
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| CHINA’S REAL ESTATE REVOLUTION – COMPARING AND CONTRASTING THE MARKET WITH THE REST OF ASIA |
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| 15.30 | PANEL FINALE: Asia market watch - Strategies, opportunities and competition in Asian real estate markets
- Overview of the other Asian markets: Japan, Hong Kong, Korea, Singapore, Malaysia
- Which Asian countries have the fastest growing investor demand?
- What are the benefits for fund managers and investors looking into these markets?
- How can Chinese developers address the competition or capitalise on the opportunities?
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| | Rick Santos, Managing Director, Hong Kong, CB Richard Ellis (Pte) Ltd. Terence Tang, International Director, Head of China Investments, Jones Lang LaSalle Trevor Cooke, Executive Director, Capital Markets, Property Council of Australia Yoon Peng Lim, Chief Financial Officer, Axis REIT Managers Berhad
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| 16.15 | Day two closing remarks and end of conference
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| 16.30 | Closing Drinks Party (By Invitation Only)
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