Jim Hazel, Non-Executive Director, Becton Living

• Looking at alternative rental models and why strata title isn’t dead
• Identifying strategies to stay ahead of the game despite increasing dominance of new players in the industry
• Managing consolidation effectively to deliver maximum returns and efficiencies
• Are we moving towards a unified industry vision?

• Where are the hottest new development opportunities in Australia?
• Are big developers moving into offshore investments?
• Are acquisitions the only method of expansion and development?
• What is the outlook for retirement living towards 2010?Moderator:
 

Moderator:
Mr Jim Hazel, Non-Executive Director, Becton Living

Mr Stuart Nicolson, Managing Director, Becton Living
Mr Nick Carter, National Director, Retirement Living & Aged Care, BankWest
Mr Michael Eggington, General Manager - Retirement Living, Stockland
Ian Muir, Chief Executive Officer, ING Real Estate Community Living Fund

• Is current pricing sustainable?
• What are the impacts of the sub prime and LPT re-pricing for villages?
• How can the new owners add value to their village acquisitions?
• What should existing owners think about in advance of sale?
• What happens in due diligence?

Roger Klem, National Agency Director, Healthcare and Retirement Living, Colliers International

• The emergence of retirement living real estate as an alternative investment
• Looking at the growth opportunities that retirement villages and communities offer investors
• Comparing expected growth in the retirement sector over the next 10 years against other asset classes
• Local investment trends and the economics of retirement

• Evaluating the performance of retirement living funds
• Analysing the effectiveness of investing in retirement communities for property diversification
• Strategies to ensure property investment meets objectives and risk profiles

• How does the culture of a retirement living business sit with the culture of a traditional successful development company?
• What are the biggest expansion opportunities for developers in the industry right now?
• Ensuring supply meets future demand in a timely and cost effective manner
• Overcoming rising development costs and a shortage of skilled labour

• Impact of GST on decisions made in a development of a “greenfields” site through to occupancy.
• The GST requirements and options impacting day-to-day operations.
• A GST look at expanding a Retirement Village.
• GST decisions for both Vendor and Purchaser on sale of an established    Retirement Village.

Ken Fehily, Partner, PricewaterhouseCoopers

 

• Understanding the implications of legislative changes for the retirement and aged care industry
• How will the regulatory changes impact you?
• Preparing for the changes and understanding what needs to be done to ensure your documentation is in order
• Challenges in dealing with the acquisition and valuation process

• What are some strategies in tackling affordability of land and entry costs?
• Optimising ongoing operational costs to increase profitability
• Analysing capital reinvestment strategies to lower risk
• What are some useful models to use in budgeting?

Sponsored by
 

Charles MacDonald, Former Executive Chairman, Becton Living

• Lifestyle changes and shifts in cultural demographics
• The impact of demographic changes on retirement living trends and site selections
• Forward projection for the lifestyles of future Australian retirees

Andrew Giles, Director, Property Advisory Group, MacroPlan Australia
Gary Prattley, National DIrector Planning, MacroPlan Australia

• Mapping out the US industry landscape, major trends and recent developments
• What are the benefits of US business models for developers and operators?
• The innovative initiatives implemented that have proven successful and profitable

Marc Puntereri, Managing Member, The Cypress Group (USA)

• How are lifestyle trends affecting the business strategy of developers?
• Innovative strategies Waterbrook Lifestyle Resorts has implemented to respond to the needs of their market
• Waterbrook’s latest development projects and future vision

Kevin Ryan, Managing Director, Waterbrook Lifestyle Resorts

• Sustainability trends influencing property investments both in Australia and overseas
• Shifting from purely environmental concerns to financial performance
• Getting access to the right information and knowledge sharing
• Negotiating the approvals maze
• Environmental innovation - the potential spin-offs

Richard Hammond, General Manager, Design and Innovation, National Lifestyle Villages

• Have property developers been keeping up with the changing needs of the retirement living market?
• Building luxury facilities to attract high yield retirees
• The development and impact of resort retirement and golf focused resort living to satisfying life-style preferences
• Is there enough progression planning taking place for the baby boomers? 

Lucinda Smith, Partner, Cutler Hughes + Harris

Roundtable 1: Achieving synergy and efficiency through acquisition - a case study

Lucinda Smith, Partner, Cutler Hughes + Harris
 

Roundtable 2: Brand strategy - one brand or tiered market brands to cover varying market segments?

John McNamara, Associate Director, Retirement Living and Aged Care, Suncorp

Roundtable 3: Threats and challenges to DMF structures

John Corcoran, Partner, Russell Kennedy

• Understanding what drives NFP strategies and vision
• Do consumers expect something different from NFP?
• Where is the NFP sector going and how will it adjust to the changing landscape that includes commercial players?
• Capitalising on obsolete stock

Moderator:
Gillian McFee, Director, UnitingCare Ageing NSW.ACT
Panellists:
June Heinrich, CEO, Baptist Community Services
Arthur Koumoukelis, Partner, Gadens Lawyers
Paul Sadler, CEO, Presbyterian Aged Care
Barbara Squires, CEO, Benevolent Society
Jenny Symons, Executive Manager Retirement and Aged Care, Anglicare Canberra and Goulburn

• How does this model work, what are its benefits and how can you implement it into an existing business?
• Assessing the cost of adapting to the co-location model
• Looking at the co-location model from a New Zealand perspective
• Who is using it successfully and is it likely to become standard practice in the future?

• What is the demand for luxury facilities in Australia and is being met?
• Identifying the challenges to entering the luxury retirement village market
• Optimising the development and operational costs
• Examples of successful luxury villages and golf course lifestyle options for retirees

Andrew Briggs,  Managing Director of Construction, Buxton Group

• Motivation for developing the facilities and the advantages of the cultural segmentation approach
• Design, model and special features of the village
• Has the niche segmentation model proven a profitable venture?
• Will we see an increase in facilities for niche cultures in the future?

Craig Wright, Presenter and Business Development Manager, Ark Group and CEO, Imprint Developments

Gerry Naughtin, Associate Professor on Aging and Social Policy, La Trobe University

• What business models are used for aged care overseas?
• How do they manage the transition between independent care and high care and other key challenges?
• What is the long term vision for the aged care industry and where are the opportunities for growth?

• Should all retirement villages have home care and is it profitable? Examples, please!
• Who wants to have a nursing home on site?
• “I love retirement villages, but I’d hate to go to a nursing home.” Can a village also be an aged care facility? How to make the exit fees the same for both
• Looking at the ‘self-funded’ care model
• Bye-bye ILU’s, hello ‘Apartments for Life’

James Underwood, Director, James Underwood & Associates

• Where is the industry at and where does it need to be?
• How can we better facilitate knowledge sharing and cooperation between different stakeholders in the industry?
• How can we strengthen the synergies between the retirement living and aged care industries?

• What do investors look for in an aged care investment?
• Where are the global aged care investment opportunities?
• What are the entry barriers and challenges in investing in aged care?
• Will the industry see increased consolidation in the next 5 years?

Natasha Chadwick, CEO, Ibis Care

• Identifying the challenges of operating in a fragmented industry
• Overcoming license restriction and the difficulties associated with legislation
• Conducting risk analysis - liquidity and transparency?
• Dealing with potential conflicts of interest

Robert Read, Associate Director, ANZ Capital, ANZ

• What are the benefits and shortfalls of investing in aged care?
• How have existing investment performed so far?
• Where are the new opportunities in Australia and offshore?
• Will we see more consolidation going forward?

Natasha Chadwick, CEO, Ibis Care
Narelle Lee, Investment Manager, AMP Capital Investors
John Martin, CEO, Babcock and Brown Communities
Robert Read, Associate Director, ANZ Capital, ANZ

• Innovation in UK, USA and European retirement products
• Segmenting a deep and differentiated market
• The key to selling the lifestyle promise: wellbeing

Roland Naufal, Managing Director, 4C

• What is best practice for owner/operators in aged care?
• Identifying the key challenges in operation
• Looking at innovative measures being used to overcome challenges

 Ron Thompson, CEO, RSL LifeCare

• Finding appropriate and affordable locations for new developments
• Managing the assessment period efficiently and cheaply
• Discovering ways to streamline costs through a structured budgetary framework
• Gaining accreditation for residential aged care services in Australia
• Strategies for working effectively within the regulatory environment

Moderator:
Lucinda Smith, Partner, Cutler Hughes + Harris
Panellists:
David Armstrong, Managing Director, Amity
Derek McMillan, Group Executive, Retirement Living Services, Australian Unity Retirement Living
David Bergman, CEO, Calvary Retirement Communities & Aged Care
Ron Thompson, CEO, RSL LifeCare

• What are the criteria that a not-for-profit would need to do JV’s with for-profit organisations?
• Why don’t more NFP’s do business with for-profits in the aged care industry?
• Are JV’s a successful and effective option in the aged care industry?
• Will we see increased collaboration between the two groups in the future?

Gillian McFee, Director, Uniting Care Ageing NSW.ACT

• Is co-locating retirement living and aged care facilities the way to go?
• What technological innovations have proved successful?
• What operational innovations have proved effective?
• What are the major owner/operators doing about progression planning?
• Will we see an increase in facilities for niche communities in the future?