Unlocking Diversification: The strategic role of real estate in multi-asset portfolios
Join us for an exclusive webinar, held in collaboration with EPRA, on "Unlocking Diversification: The Role of Real Estate in Optimizing Portfolios." In this session, we will explore key findings from a recent Oxford Economics report commissioned by EPRA, which highlights how strategic allocations to both direct and listed real estate can significantly enhance portfolio performance.
Discover why integrating real estate into your investment strategy is essential for achieving diversification, especially in today's uncertain economic climate. We'll cover how listed real estate offers liquidity and growth potential, while direct real estate provides stability and steady income. Gain insights into optimal allocation strategies for different risk profiles, and explore sector-specific trends shaping the future of real estate through 2030.
Whether you're an institutional investor or a private wealth manager, this webinar will deliver actionable strategies to optimize your portfolio by leveraging the unique benefits of real estate investments. Don’t miss the chance to learn directly from industry experts and EPRA leaders!
🕓 WHEN: Thursday, 28th November 2024 (16.00 - 17.00 CET)
📍 WHERE: Online - Zoom
SPEAKERS
David Moreno, CFA
Indexes Manager, Research & Indexes team, EPRA
David is Indexes Manager at the European Public Real Estate Association. For more than 8 years now, his work at EPRA has been focused on analysing the main drivers and evolution of the listed Real Estate markets in Europe and the management of the FTSE EPRA Nareit Global Real Estate Index series. He also has more than five years of experience as fixed income strategist and corporate finance analyst in the banking industry. David holds a degree in Finance and one more in Economics from Universidad del Rosario (Colombia) and a joint Master degree in Quantitative Economics and Financial Engineering from Université Paris I Pantheón-Sorbonne (France) and Universitá Ca’Foscari di Venezia (Italy). He is also a CFA charter holder since 2019.
Ioanna Exarchou
Head of Investor Relations – Direct Real Estate at Pictet Alternative Advisors SA
She joined Pictet in 2014, initially as an Alternative Investment Specialist with a focus on hedge funds.
Ioanna started her career in diplomacy at the Ministry of Foreign Affairs of Greece and then in the non-profit sector in Geneva. Prior to joining Pictet, she headed the admissions department of EU Business School Geneva and was responsible for recruitment and sales in Switzerland, Italy, Monaco and the CIS countries.
Ioanna holds a Master’s degree in International Relations with a major in Geopolitics from the Geneva School of Diplomacy and an Executive MBA from EU Business School (Magna cum Laude). She is also a Chartered Alternative Investment Analyst (CAIA) charterholder and member of the Executive Committee of the CAIA Geneva Chapter.
Ali Hossain, CFA, CAIA
Managing Partner at Felix Partners
Since foreign ownership restrictions were relaxed in 2006, Ali has actively participated in large-scale UAE real estate developments totaling over $7 billion comprising 12,000+ homes. He founded Felix Partners—named after the Latin term Arabia Felix ("rich with opportunity")—to capitalize on regional trends and niche opportunities amid increased investor interest.
