MSCI/IPF Property Investment Conference 2018

Nov

2018

15 Nov – 16 Nov

The Grand Hotel, 97-99 King's Road, Brighton, BN1 2FW

Join us on Thursday 15 and Friday 16 November 2018 for the last MSCI/IPF Property Investment Conference in Brighton.

Alongside industry experts, we have three keynote speakers discussing globalisation versus protectionism (Ed Conway), migration, demographics and urban change (Michael Keith), and fake news, political interference and the abuse of personal data (Anne Applebaum).

This joint event has been running since 2000 and regularly attracts an audience from across the industry, including investors, fund managers, advisors and researchers.

The full programme details are set out below.

Agenda

DAY ONE
9:00am	Registration and Refreshments
9:40am	WELCOME & CHAIR'S OPENING REMARKS Mike Sales, Head of TH Real Estate, TH Real Estate
9:50am	TRADE IN THE BALANCE: GLOBALISATION VERSUS PROTECTIONISM Changing patterns of global trade and their implications for the real economy. Keynote Speaker: Ed Conway, Economics Editor, Sky News
10:50am	Refreshment Break
11:15am	GLOBALISATION VERSUS PROTECTIONISM: THE IMPLICATIONS FOR INVESTMENT AND REAL ESTATE A global multi-asset strategist and a global real estate strategist discuss how the new trading environment will impact financial markets, including property. Madhi Mokrane, Head of European Research & Strategy, LaSalle Investment Management Eoin Murray, Head of Investment, Hermes Investment Management
12:00pm	DISRUPTIVE TECHNOLOGY AND REAL ESTATE INVESTMENT How digital innovation can change the investment management process : lessons for real estate from across the asset classes. Peter Shepard, Head of Fixed Income, Multi-Asset Class and Real Estate Research. MSCI Panellists: Neil Cable, Head of European Real Estate, Fidelity International Claire George, Global Head of Investment Platform and Business Operations, ASI Real Estate
1:00pm	Lunch and Networking
2:30pm	DISINFORMATION, DEMOCRACY AND DECISION MAKING Concerns about fake news, political interference and the abuse of personal data continue. What are the biggest dangers in this area, and what do they mean for investor decision-making? Keynote speaker: Anne Applebaum, Visiting Professor in Practice, Institute of Global Affairs, London School of Economics
3:30pm	Refreshment Break
4:00pm	CHART OF THE YEAR In a new session concept for 2018, five investment and property experts pick a chart showing current trends they believe have the biggest implications for real estate. After the speeches, the audience will vote for the chart they find most compelling. Greg Mansell, Founder, Renosco Cynthia Parpa, Director, EMEA Real Assets Research, BlackRock Rebecca Pearce, Co-founder and Director, Territorio Matthew Richardson, CEO, MGR Strategic Consulting Matthew Webster, CFO, Cloudscraper Exchange
5:30pm	CLOSE OF DAY ONE
7:15pm	Networking Drinks Reception
8:00pm	Gala Dinner sponsored by UBS

DAY TWO
9:30am	Refreshments
10:00am	RESHAPING PORTFOLIO SECTOR ALLOCATIONS Session Chair: Simon Marx, Regional Director, European Research & Strategy, LaSalle Investment Management Presentation on interim findings of IPF-sponsored research into the potential consequenes of changing retail conditions for allocations to the sector and real estate portfolio structure. Deirdre Toher, Senior Lecturer in Applied Statistics, University of the West of England Grazyna Wiejak-Roy, Senior Lecturer, Urban Economics and Real Estate, University of the West of England Panel debate on which property types - alternative or mainstream - could take the place of retail in the real estate portfolio. Panellists: David Hedalen, Head of REal Estate Investment Strategy, Aberdeen Standard Investments Oliver Kummerfeldt, European Real Estate Analyst, Schroders Real Estate Investment Management Howard Meaney, Managing Director, Head of Real Estate UK, UBS Asset Management (UK)
11:15am	Refreshment Break
11:45am	MIGRATION, DEMOGRAPHICS AND URBAN CHANGE Keynote speech exploring how demographics and migration are changing the landscape for the economy, investment and real estate. Michael Keith, Director of COMPAS, The Centre on Migration, Policy and Society, University of Oxford
12:45pm	CHAIR'S CLOSING REMARKS Mike Sales, Head of TH Real Estate, TH Real Estate
1:00pm	Close of Conference followed by lunch

Conference fees and How to book

MSCI Clients / IPF Members: £1,750 + VAT (including accommodation)
Non MSCI Clients / IPF members: £1,950 + VAT (including accommodation)

How to Book

Bookings for this conference are being taken by MSCI - please click here for further information and to book your place.

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