|
CONFERENCE DAY ONE: MONDAY 16 NOVEMBER 2009
|
08.00 | Registration and networking breakfast
|
08.45 | Chairman’s opening remarks
|
| |
|
| SUCCESSFULLY WEATHERING PROPERTY CYCLES AND RECESSIONARY FORCES |
|
09.00 | Macroeconomics Keynote
Reconciling economic indicators and policy determinants in forecasting the bottoming out and recovery period of the Australian property market |
| |
|
09.30 | Thought Leaders League
Rescaling corporate governance and refining capital management strategies – Gaining insights into the market capitalisation and sector consolidation trends of Australian property companies |
| | Mr Andrew Bird, Chief Investment Officer & Head of Property, AMP Capital Investors Mr Brad Piltz, Chief Executive Officer | Director, Landmark White Group | LMW Invest Mr Brian Tasker, Founding Principal & Managing Director, Augusta Properties Mr Shaun Bonett, Chief Executive Officer & Managing Director, Precision Group
|
10.15 | Morning refreshment break
|
| FUELLING THE RESILIENCY AND INCOME-GENERATING CAPABILITIES OF CORE PROPERTY SECTORS |
|
10.45 | Residential Housing Updates
Ascertaining demand-supply mechanics, loan-to-valuation ratios and rental income growth of the Australian residential market – Defying industry sceptics in heading for a faster and sustained sector rebound? |
| |
|
11.15 | Office – Retail Commercial Debate
With fluctuating rental rates, vacancy levels and pricing disparities, how are the office and retail sectors performing in light of softening asset values? Are there similar attributes between both and which would prove a better investment choice? |
| | Moderator: Mr Brad Piltz, Chief Executive Officer | Director, Landmark White Group | LMW Invest Mr Michael Cook, Group Executive - Special Projects, Investa Property Group Mr Paul Say, Head of Corporate Development, Dexus Property Group Mr David Harrison, Joint Managing Director, Funds & Property Management, Charter Hall Group
|
12.15 | Industrial Perspectives
Status quo and future of the logistics and warehousing sector – Are yields sustainable amidst demand uncertainty? What would be the new driving force for industrial activity? |
| | Mr Bruce Pont, Chief Executive Officer - Logistics Property, Linfox Property Group
|
12.45 | Power networking luncheon
|
| RECAPITALISING MONEY MARKETS AND KEEPING CAPITAL STRUCTURES IN CHECK |
|
14.00 | Panel Discussion
Strengthening corporate balance sheets and refinancing maturing debt obligations – How are financing instruments re-engineered under changing credit lending models? |
| | Moderator: Mr Tony Wood, Founding Principal & Managing Director, Blaxland Funds Group
|
14.45 | Afternoon refreshment break
|
| REFORMING LISTED AND UNLISTED PROPERTY INVESTMENT VEHICLES |
|
15.15 | Listed Property Trusts In Focus
Modernising the Australian REIT regime and mitigating the impact of excessive equity raising upon future earnings and performance projections – Can A-REITs hold up strong or will Asian REITs eventually outperform? |
| | Mr Antony Green, Executive Director, Global Head of Real Estate Advisory, Macquarie Capital Advisers
|
16.00 | Unlisted Wholesale Property Funds Panel
Reflecting the composite performance of unlisted wholesale funds and seeking liquidity options for highly-engineered financial structures - Will we witness proliferating public listing trends, property ‘fire sales’ or hostile industry takeovers? |
| | Moderator: Mr Hamish Roth, Director, Property Institutional Sales - Wholesale Banking, National Australia Bank Mr Ray Sproats, Vice Chairman & Executive Director, Fortius Funds Management
|
17.00 | Chairman’s closing remarks and end of Conference Day 1
|
17.30 | Opening networking cocktail reception, Westin Sydney
|
|
CONFERENCE DAY TWO: TUESDAY 17 NOVEMBER 2009
|
08.00 | Networking breakfast
|
08.45 | Chairman’s opening remarks |
| | Mr Robert Olde, President | Executive Director, Australian Direct Property Investment Association | Questus Limited
|
| REBALANCING PORTFOLIO COMPOSITION AND CONTESTING THE RISE OF INVESTOR ACTIVISM |
|
09.00 | Superannuation Roundtable
Rethinking portfolio construction, manager selection, property exposure and risk-return models in a volatile investment climate |
| | Moderator: Mr Michael Wood, Partner & Executive Vice President, International, Quadrant Real Estate Advisors
|
09.45 | Foreign Institutional Investors’ Conclave
Mapping the global flow of institutional money into Australian real estate - Determining the preferred investment vehicle for market accessibility and working around asset allocation splits |
| | Mr Ian Mackie, Chief Investment Officer, Asia Pacific, LaSalle Investment Management Mr Andrew Smith, Chief Investment Officer & Head of Fund Management, Aberdeen Property Investors
|
10.30 | Morning refreshment break
|
| ALLOCATING INTO ALTERNATIVE PROPERTY SECTORS MOVING MAINSTREAM |
|
11.00 | Hospitality Panel
Prospecting project pipelines, investor sentiments, deal availability and performance trends for the domestic hotel and serviced apartment sector |
| | Moderator: Mr Peter Barge, Global Chairman | Chairman, Jones Lang LaSalle Hotels | Jones Lang LaSalle
|
11.45 | Retirement Villages Showcase
How well insulated are retirement homes against the real estate slump and ‘housing bubble’ threat in delivering superior equity-risk premiums? |
| |
|
12.15 | Power networking luncheon
|
| ENVISIONING SUSTAINABILITY AND REINFORCING THE BUSINESS CASE FOR ‘GREEN’ |
|
13.30 | Sustainable Urban Regeneration Panel
Championing retrofit initiatives and debating the financial feasibility of ‘green’ developments for environmentally sustainable outcomes |
| | Moderator: Prof. George Earl, Head of Mirvac School of Sustainable Development & Director of Institute for Healthy, Sustainable Communities, Bond University Mr Andrew Borger, Executive Director | State Manager, Queensland, Leighton Properties Mr Bill Hartnett, Managing Director & Head of Environment, Social & Governance - Asia Pacific, RiskMetrics Group
|
14.30 | SRI Case Study
Socially responsible investments: Gauging investor interest and return expectations for ‘green’ property funds amidst the current economic downturn |
| |
|
15.00 | Afternoon refreshment break
|
| RISK HEDGING PROPERTY PORTFOLIOS FOR ASSET REPOSITIONING AND INVESTMENT DIVERSIFICATION |
|
15.30 | International and Asian Property Fund Ventures
Stimulating foreign capital inflows and uncovering investment or joint-venture opportunities abound the Australian property landscape |
| | Mr Michael Wood, Partner & Executive Vice President, International, Quadrant Real Estate Advisors Mr Martin Lamb, Head of Property, Asia Pacific, Russell Investment Group Mr Scott Girard, Head of Fund Management & Strategy, Asia Pacific, Prudential Property Investment Management
|
16.15 | The Distressed Investing Bonanza
From vultures to saviours: How will a focus shift from short-term opportunistic investing to long-term value creation in distressed real assets reshape the Australian property sector |
| | Mr Robert Zulkoski, Managing Director, Head of Asia Real Estate, Oaktree Capital Management Mr David Gribble, Executive Director, Head of Real Estate Principal Investment Area, Goldman Sachs JBWere
|
17.00 | Chairman’s closing remarks and end of conference
|
18.00 | Closing drinks and networking dinner, Becasse Restaurant, 204 Clarence Street, Sydney CBD
|
