EPRA Conference 2024

SLIDES from the Conference:

Ian Shephersdon (Chairman and Chief Economist, Pantheon Macroeconomics) - A Brave New Economic World: reimagining real estate in a shifting economic paradigm HERE

Graham Weale (Leading expert on Energy Transitions) - A Brave New Energy World: paving the transition to sustainable power HERE

Jochen Schenk (Vice President / Treasurer of the German Property Federation) - ZIA Introduction to the CEO Industry Panel HERE

Ingo Janka (Vice President of Planning, Strategy and Environmental Protection of the BMW Group Real Estate Management) - Keynote speaker HERE

Lloyd Barton (Head of Thematic Macro Consulting at Oxford Economics) - EPRA Research with Oxford Economics - Unlocking diversification: The strategic role of real estate in multi-asset portfolios HERE

17th - 19th September

Kempinski Adlon Hotel

17 September – Property tours in Berlin

09.00 – 12.30 Morning Property tour (Breakfast + tour [10.00-12.30])

GCP TOUR

VGP TOUR

12.30 – 17.30 Afternoon Property tours (Lunch + tour [14.00-16.30] + networking reception hosted by Covivio)

Shurgard TOUR

Sirius Real Estate TOUR

CA Immo TOUR

Vonovia TOUR

Aroundtown TOUR

By invite only: Tax & Regulatory Committee meeting; Reporting & Accounting Committee meeting; Research Committee meeting; Board meeting; Advisory board meeting; Board dinner

SPEAKER

Dr. Konstantin Kortmann

Country Leader JLL Germany & Head of Markets Advisory Northern Europe

18 September – A Brave New World

09.00 – 09.15 Introduction

EPRA CEO, Dominique Moerenhout, EPRA Chairman Pere Vinolas Serra & New EPRA Chairman Jean-Pierre Hanin

09.15 – 10.15 A brave new economic world: reimagining real estate in a shifting economic paradigm

Ian Shepherdson, founder and chief economist of Pantheon Macroeconomics; followed by Q&A Session / fireside chat with Greg Clark CBE

10.15 – 11.00 A brave new energy world: paving the transition to sustainable power

Graham Weale, leading expert on Energy Transitions followed by Q&A Session / fireside chat with Greg Clark CBE

11.00 - 11.30 Coffee break

11.30 - 11.40 ZIA Introduction to the CEO Industry Panel

11.40 – 12.20 CEOs response to Keynotes

Participants: Andrew Coombs, CEO Sirius Real Estate / Rita-Rose Gagné, CEO Hammerson / Rolf Buch, CEO Vonovia

12.30 – 14.00 Networking Lunch

14.10 – 15.30 Keynote Discussion

Participants: Niall Ferguson, Historian and Harvard Professor & Andrew Roberts, Historian and Author

15.30 – 16.15 Focus on Sustainability Trends and on Energy Transition

Participants: Prof. Dr. Sven Bienert, MRICS REV, IRE, Head of CRREM initiative and Managing director of the IIÖ Ltd / Sebastian Roussotte, CEO, GRESB / Lisette van Doorn, Chief Executive, Europe, ULI / James Wilkinson, Managing Director, Global Head of BlackRock's Global Real Asset Securities

16.15 - 16.40 Coffee break

16.40 - 17.15 Keynote Speaker

Ingo Janka, Vice President of Planning, Strategy and Environmental Protection of the BMW Group Real Estate Management

17.15 – 17.25 EPRA Research – Oxford Economics

17.25 – 18.15 EPRA Investor Panel Discussion

Participants: Mie Caroline Holstad, CIO, NBIM / Kim Wright, Managing Director, Head of Listed Real Assets, CPP Investments / Paul Clark, Head of Real Assets Europe, AustralianSuper / Abigail Shapiro, Managing Director, Europe, Oxford Properties

18.15 onwards Cocktails & Dinner

KEYNOTE SPEAKERS

Niall Ferguson

Historian and Harvard Professor

Graham Weale

Leading expert on Energy Transitions

Ian Shepherdson

Founder and chief economist of Pantheon Macroeconomics

Ingo Janka

Vice President of Planning, Strategy and Environmental Protection of the BMW Group Real Estate Management

Andrew Roberts

Historian and Author

SPEAKERS

Rita-Rose Gagné

CEO, Hammerson

Andrew Coombs

CEO, Sirius Real Estate

Rolf Buch

CEO, Vonovia

Lisette van Doorn

Chief Executive, Europe, ULI

James Wilkinson

Managing Director, Global Head of BlackRock's Global Real Asset Securities

Prof. Dr. Sven Bienert

MRICS REV, IRE, Head of CRREM initiative and Managing director of the IIÖ Ltd

Sebastien Roussotte

CEO, GRESB

Mie Caroline Holstad

CIO, NBIM

Kim Wright

Managing Director, Head of Listed Real Assets, CPP Investments

Abigail Shapiro

Managing Director, Europe, Oxford Properties

Cedrik Lachance

Director of Research at Green Street

Paul Clark

Head of Real Assets Europe, AustralianSuper

Lloyd Barton

Head of Thematic Macro Consulting at Oxford Economics

19 September – EPRA Investors' Day

08.30 – 15.20 Investor group meetings

09.30 – 10.20 Credit Panel: When credit is due

Participants: (Moderator) Christian Hepp, Managing Director IG Real Estate, BNP Paribas / Marcel Kucher, CFO, SPS / Christelle de Robillard, CFO, Icade / Peter Yu, Senior Credit Analyst, Wellington Management

10.30 – 11.20 Sustainability Panel: What is the thought on sustainability

Participants: (Moderator) Prof. Dr. Sven Bienert, MRICS REV, IRE, Head of CRREM initiative and Managing director of the IIÖ Ltd / Carlos Krohmer, CDO, Colonial / Mihail Tonchev, CM, Van Lanschot Kempen’s Real Assets / Theresa Messari, COO/CFO, Prodea / Daniel Schleifer, Senior Manager Sustainability / Strategy, Vonovia

11.30 – 12.20 Global Panel: Why we should consider these companies

Participants: (Moderator) Matthew Fletcher, Director of European Investor Outreach, EPRA / Estienne De Klerk, CEO (South Africa), Growthpoint Properties Limited / Simon Garing, CEO, Cromwell European REIT / Kevan Gorrie, CEO, Granite REIT / Alexander Sannikov, President & CEO, Dream Industrial / Jonathan Pong, Executive Vice President, CFO and Treasurer, Realty Income

SPEAKERS