The 2008 PERE Forum: Asia
Private Equity Real Estate Across the Region
26-27 February, Hong Kong
Day One - Tuesday 26th February
08.50 - 09.00
Conference Chairman Introduction
David Hawkins, Managing Director, PEI Media
09.00 – 09.30
Opening Keynote: What is Asia’s Place in a Global Vision of Real Estate?
Tim Bellman, Global Head of Research & Strategy, ING Real Estate Investment Management
09.30 – 10.30
The investor panel
Objectives and criteria for investing in private equity real estate
Why have PERE in the allocation mix?
How do LPs evaluate Asian real estate risk?
Key drivers for manager selection
Moderator: Thomas Tan, Managing Director of Regional Asset Management, CLSA Capital Partners
Guy Cawthra CFA, Asia Fund Strategist, Morley Fund Managers
Bart Coenraads MRE, Head of Real Estate, Fortis Investments
Alex Mong, Deputy General Manager, Nan Fung Development
Alan Snoddy, Senior Vice President, Church Pensions Group
10.30 – 11.00 Coffee
11.00 – 11.50
Credit Market Panel: Credit market volatility – threats and opportunities for PERE in Asia
How are fund managers investing in the credit crunch?
Outlook for the next 12 months
Moderator: Timothy Powers, Partner, Haynes and Boone
Kevin Auger, Managing Director, Wachovia
Keith Greengrove, Managing Director, Lehman Brothers
Mark Pawley, Chief Executive Officer, Oxley Capital Group
11.50 – 12.40
Deal Panel: Putting your fund to work - successfully financing and structuring PERE transactions
Review of the key financial products available
Cross border execution
Moderator: Eugene Kyim, Executive Director & Head of Financing - Asia Pacific Real Estate Investing, Morgan Stanley
Brian Chinappi, Managing Director, RREEF
Goodwin Gaw, Chairman & Managing Principal, Gateway Capital
Jason Lee, Managing Director, The Carlyle Group
Albert Tan, Partner, Haynes and Boone
12:40 – 12:55
LPs – Allocations and Appetites for Private Equity Real Estate
David Hawkins, Managing Director, PEI Media
12.55 – 14.10 Lunch
14:10 – 15:25
Practitioner to Practitioner Roundtables: Major Markets
Your chance to have a close conversation with investors on the ground in the following real estate markets:
India – The hottest emerging private equity real estate market in Asia?
Developing local working partnerships
Deal structuring
Realistic returns in short-mid terms
Regional regulatory differences
Moderator: Deepak Bagla, Director, 3i
Aniruddha Joshi, Executive Director, Hirco Group
Anuj Puri, Chairman & Country Head, Jones Lang LaSalle Meghraj
Japan – What opportunities still exist?
Putting existing assets to work
REITs – exit difficulties in the future
Moderator : Simon Treacy, CEO - Asia Investments, MGPA's Asian Investment Operations
Victor Lor, Director Real Estate, Lodging & Leisure - Asia UBS AG Investment Banking
Andrew Oksner, Managing Director Investments - Real Estate Group, Ajia Partners
15.25 – 16:00
Coffee
16:00 – 16:50
The China Panel: getting local partnerships right
Tapping into local knowledge
Agreeing the right terms
Secondary cities
Moderator: David Edwards, Regional Director - Regional Investment Strategist, LaSalle Investment Management
Patrick Boot, Managing Director Pacific Alliance China Land, Pacific Alliance Group
Stanley Ching, Managing Director & Head of Real Estate Group, CITIC Capital
Richard van den Berg, Managing Director & China Country Manager, ING Real Estate Investment Management
Song Wei, Senior Vice President, Equity International
16.50 – 17:30
Onstage interview with a veteran Asian real estate investor
Interviewer : Dave Keating, Associate Editor - Private Equity Real Estate
Pietro Doran, Chairman & Principal Partner, Doran Capital Partners
Aashish Kalra, Co-Founder & Managing Director, Trikona Capital
17.30 – 19.30
Cocktail Reception hosted by MGPA
Day Two - Wednesday 27th February
08.45 – 09:00
Conference Chairman Introduction
David Hawkins, Managing Director, PEI Media
09.00 – 09.25
Opening Key Note: Global Capital in Asian Markets; a GP Perspective
The evolution of global capital over the last 5-10 years
Investors perceptions on risk; Why Investors from different regions see value in differing ways
How the credit crunch might influence global capital’s view on Asia
John Saunders, Managing Director - Asia Portfolio Manager, MGPA
09.25 – 10.15
Fundraising Panel: Raising and closing your Asian PERE fund
Experts give an overview of the booming fundraising market for PERE
Identifying the LPs
Fund size issues
Key drivers for successful fundraising
Key terms and conditions in your partnership agreement
Moderator: David Schaefer, Managing Director - Head of Asia Pacific, Citi Property Investors
Christopher Casey, Managing Director, AIG Global Real Estate Investment
Annie Fung, Managing Director - Head of Business Development, CITIC Capital
Alice Chow, Managing Director, Squadron Capital
Richard Johnson, Chief Executive Officer, Standard Chartered Istithmar Real Estate Fund
10.15 – 10.45
Coffee
10.45 – 11.35
Frontier Markets in Asia Panel
What Asian frontier markets are creating interest ? Panelists offer insights into PERE on the ground in some of Asia’s newer markets.
Moderator: Dave Keating, Associate Editor - Private Equity Real Estate
David Blackhall, Deputy Managing Director - Real Estate, VinaCapital Group
Alisher Djumano, Managing Partner, Eurasia Capital Management
Michael Dwyer, Executive Chairman, Oxley
11.35 – 12.25
Conference Closing Panel
Experts predict: What are the 5 factors which will shape Asian real estate in the next 12 months?
Moderator: David Hawkins, Managing Director, PEI Media
Jack R. Chandler, Chief Executive Officer, Asia Pacific, LaSalle Investment Management, Singapore
Cheng-Soon Lau, Manging Director Real Estate Asia, INVESCO
Nick Loup, Managing Director, Grosvenor
Bob Zulkoski, Managing Director, Real Estate, Oaktree Capital Management
12.25 – 12.30
Chairman’s Closing Address
12.30
Conference Close and Lunch