Day 2

08:00 – Registration opens


09:20 – Welcoming remarks


09:30 – Guest Presentation: The Greater Bay Area, China

• Where should investors be looking beyond the gateway cities of Guangzhou and Shenzhen?
• What asset classes present the best yields?
• What opportunities do the mammoth infrastructure projects in the region open for Hong Kong investors?
• Taxation, legal policies, and risk mitigation across the region

Guest Speaker:
Reed Hatcher, Head of Research, Hong Kong, Cushman & Wakefield

10:00 – Property company presentations

10:00 Arada Developments
10:10 Lead Real Estate Co.
10:20 CF Capital
10:30 Hathway Capital Group
10:40 Tayrona Capital Financial Group
10:50 Positive Investment Enterprise

11:00 – Guest presentation: Chinese investment trends in global residential property amid a shifting global climate

• Where are Chinese investors putting their money overseas?
• Co-living, PBSA, senior care; what subsectors are bringing the best yields overseas?
• What implications does the Sino-US trade dispute have on Chinese appetite for overseas real estate?
Guest speaker:
Ray Lo, Group CMO, Juwai IQI

11:30 – Morning refreshments and networking


11:50 – Country focus: Hong Kong, China

• What is the investment outlook for Hong Kong?
• West Kowloon, Kowloon East… where are the hot spots within the SAR?
• What asset classes are bringing the best returns?
• A look at the impact of government legislation on real estate investment?
• What opportunities does the US-Sino trade dispute offer Hong Kong?

Panellists include:

Eric Lee, General Manager, LVGEM China
Stan Tang, Chairman,Stan Group
Johnson Cheng,President,Voyager Capital

12:30 – Country focus: Canada

• Toronto & Vancouver and the affordability crises; how should investors repositions themselves to benefit from the current market?
• Montreal, Halifax, Quebec City… Where can we find the best returns?
• Logistics, flexible working spaces, multifamily, which asset classes are looking hot now?

Panellists include:

JD Lewis, Vice President Finance, Landstar Development Corporation
Christopher Yip, Managing Director, Mount Logan Capital
Randall Quinn, Executive Director, CIBC

13:00 – Lunch


14:00 – Guest Presentation: Senior housing

• Why senior housing, and why now?
• Independent living units, assisted living facilities, nursing homes, and long-term care facilities; which offer the best returns?
• Examining the recession resilient nature of senior housing
• Understanding the changing needs and preferences of the senior housing user

Guest Speaker:

David Faulkner, Managing Director, Colliers International

14:30 – Sector focus: Purpose build student housing

• Which countries and cities are offering the best returns?
• Valuations, expenses, cap rates: things to know when choosing a PBSH investment
• Examining the changing tastes and demands of higher quality from occupants

Panellists include:

Eugene Mak,Managing Principal, Rosebery Capital
Ben Hall,Head of Investment, Q Investment Partners
Brian Hung,Senior Portfolio Manager,APG Asset Management
Emily Fell,Director Capital Markets Asia Pacific, Knight Frank

15:00 – Country focus: United States of America

• What is the real estate investment outlook for the USA?
• Beyond the tier one cities; where else should investors be looking?
• Affordable housing, datacentres, warehousing…what opportunities are opening up for investors?
• US-Sino trade war: threat or opportunity?

Panellists include:
Christine Lin, CEO, Basel Capital
Raphael Wu,Managing Partner, Mount Logan Capital
Sean Zasche, EVP Investor Relations, CA Ventures

15:30 – End of conference and farewell drinks