Agenda.

Day 1

08:00 – Registration opens


09:10 – Welcoming remarks


09:20 – Investment leaders panel discussion – An overview of the market

• Valuations, volumes and cap-rates… Where are we in the current real estate cycle?
• Sourcing capital in the face a tightening credit market; where to look?
• Core, core +, value add, opportunistic; where are the best returns to be found?
• Multifamily, senior care, student accommodation; what asset classes should investors be paying attention to?

Panellists include:
Chris Chow, Managing Director, LaSalle Investment Management
Frank Marriott, Head of Real Estate Capital Markets – Asia Pacific, Savills Hong Kong
Eduard Wehry, Managing Director, PGIM Real Estate

10:00 – Property company presentations

10:00 Central Element
10:10 Geocon
10:20 Atlantic Property Group
10:30 CA Ventures
10:40 Prosperity Wealth
10:50 Artistic Properties

11:00 – Morning refreshments and networking

11:30 – Sector focus: Co-living

• What is driving the co-living trend, affordability or millennial preferences?
• Given the unfamiliar nature of this asset class to traditional lenders, what opportunities does this provide to Hong Kong’s real estate investors?
• Co-living 2.0: examining opportunities to expand coliving concept to a more affluent demographic
• China, Hong Kong and beyond; which markets offer the best co-living opportunities?

Panellists include:
Blake Olafson, Managing Partner, Asian Capital Real Estate
Joseph Chan, Managing Director, Gaw Capital
Ben Hall, Head of Investment, Q Investment Partners

12:00 – Country focus: United Kingdom & Ireland

• What does Brexit mean for real estate investment from Hong Kong
• London calling; what is the outlook for the capital city and where should investors be looking for best returns?
• Chasing yields beyond the M25; a look at the opportunities across the rest of the country
• Opportunity knocks: what options are opening up in Ireland for Hong Kong money due to a Brexit?

Panellists include:
Neill O’Brien, Managing Director, Alvarium Investments
Frank Fan, Head of Asia, Euroterra Capital
Eugene Mak, Managing Principal, Rosebery Capital

12:30 –  Property company presentations

12:30 Aimco Apartment Homes
12:40 CA Ventures
12:50 Sobha

13:00 – Networking lunch


14:00 – Country focus: Australia

• Core and more; locations and asset classes that are attracting Hong Kong money
• Where are we in the investment cycle after a period of protracted price falls?
• Examining the extent to which lower land prices are improving yields on build to rent

Panellists include:
David Green-Morgan, Managing Director, Asia Pacific, Real Capital Analytics
Edward Madden, Director, Forum Partners
Colin Bennett, Founder & Managing Director, Kaplink

14:30 – Countries focus: Southeast Asia

• Vietnam, The Philippines, Thailand, Singapore…. Which countries are attracting Hong Kong investor interest, and why?
• What opportunities does the US-China trade war open for investment within the region?
• Best practices for picking local partners; what must Hong Kong investors look for?
• Which asset classes offer up the best yields in the region?

Panellists include:
Eric Solberg, CEO, The EXS Groups
Jonathan Umali, Director, Investment and Asset Management,Arch Capital

15:00 –  Afternoon refreshments and networking


15:30 – Investor insights: Hong Kong’s domestic REITs

• An age of low interest rates and high volatility: How is the REIT market performing today?
• What are REITs doing to improve returns?
• Where are we finding the highest yields?
• Compare and contrast; how do Hong Kong’s REITs compare with its regional rivals?

Panellists include:
Daniel Feldman, Director, Real Estate Securities, Timbercreek Asset Management
Christine Chan, Director (Investment), CIO (China), Link REIT
Derek Cheung, CEO, New Century Asset Management

16:00 – Investor insights: Distressed assets

• Examining the opportunities for distressed asset investing in a tightening credit environment
• How best to source these assets and what to look fornbefore investing?
• How to determine the value of a distressed asset?
• Turnarounds and exits; strategies for a successful distressed asset investment

Panellists include:
Benson Chan, Chief Investment Officer, Voyager Capital
Simon Liu, Director, Gemdale

16:30 Day one closing remarks


16:40 Drinks reception at the Grand Café Terrace