Home Capital Markets Forum Capital Markets Forum Program
30 October 2024 Crown Sydney
Program
Please note days, sites and speaker are subject to change without notice.
Wednesday 30 October 2024
Time
Session information
9:00am – 10:00amÂ
Registration
Networking and morning tea
10:00am – 10:20am
10:20am – 11:00am
Sponsored by
Session 1
Where are we in the cycle?
A macroeconomic update on where we are in the economic cycle with a focus on transaction activity across asset classes and investor appetite for capital both debt and equity.
Keynote
Andrew Parsons
Moderator
Executive Director/Chief Investment Officer
Resolution Capital
11:00am – 11:35am
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Session 2
The portfolio of the future
There is a changing nature of portfolios in the US, the core index traditionally consisting of residential, industrial, office and retail is going through a wholesale change reflecting the emergence of the alternative property types. What lessons can be learned for Australian markets as it comes down the pipeline and how important is index inclusion?
Keynote
11:35am-12:15pm
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Session 3
The new future of office
The world has changed – how can investors amend portfolios and strategies to take advantage of the evolution of the office market to make the most of the new environment? What are the challenges that are going to impact this asset class in the future? What are the opportunities to add value and re-purpose this asset class?
12:15pm – 1:15pm
Networking Lunch
1:15pm – 1:45pm
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Session 4
The evolution of data centres
The energy transition will influence data centres and AI. What is the impact on real estate and what is the sensible pathway forward?
1:45pm – 2:20pm
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Session 5
Debt: Bank and non-bank lending and global credit
Debt now has a place in several portfolios globally. What risks and opportunities are there in the debt market and what is the future of credit? How should we be going about this in Australia? Is this sector competing for the real estate allocations?
2:20pm – 3:00pm
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Session 6
Global capital allocation
How does Australia stack up as an investment destination and what are the legislative restrictions for capital deployment?
Alexandra Crossing
Regional Head for Asia Pacific, Indirect Real Estate Strategies
CBRE Investment Management
Kim Wright
Managing Director, Global Leadership Team, Head of Listed Real Estate
Canadian Pension Plan Investment Board
3:00pm – 3:30pm
Afternoon Tea
3:30pm– 4:00pm
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Session 7
Demographic trends driving Australian real estate
Ashley will explore the current economic and geopolitical conditions impacting real estate trends with a focus on the supply and demand dynamics around residential, population growth and migration.
4:00pm – 4:40pm
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Session 8
The living sectors
There is an Australian housing crisis. Why hasn’t this sector grown to the extent that it has in other markets globally? How do we allocate capital to ensure the growth of this sector?
4:40pm – 5:20pm
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Session 9
Optimising the future of investment
What are people seeing in the market globally and what are the optimum structures out there? Are they applicable here in Australia? And what trends does that create? Is real estate losing out in capital allocation versus other asset classes? What are investors looking for? What needs to change structurally to make Australia competitive?
Hamish MacDonald
Managing Director, Head and Chief Investment Officer of Asia Pacific Real Estate
BlackRock Investment Management
Pete King
Head Of Property
Victorian Funds Management Corporation
Deborah Coakley
Real Estate Managing Director
QIC
5:30pm – 6:30pm
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Networking drinks
6:30pm – 9:00pm
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Keynote dinner
Keesja Gofers & Genevieve Longman are players on the Australian Women’s water polo team, also known as the ‘Aussie Stingers’. They most recently won silver at the Paris 2024 Olympic Games. Â
Sit down live and in person with these remarkable athletes as they reflect on their journey and provide insights into the Olympic experience.
