Programme

 Please note: This programme is subject to change

 

08:45 - 09:10

Delegate registration, coffee and networking

09:10 - 09:15

Chair's welcome

09:15 - 09:45

Putting the trust back into investing in Infrastructure

  • Understanding the challenges and benefits of investing in infrastructure
  • Relating this asset's low correlation with traditional asset classes, to the risk-return optimisation of a portfolio
  • How have funds been capitalising on infrastructure opportunities to date?

Annabel Wiscarson, Executive Director, Business Development - Europe, Industry Funds Management

09:45 - 10:15

Investing in European infrastructure debt

Private sector financing of infrastructure assets in Europe is well established and understood. Supportive domestic and regional policy frameworks are expected to underpin continued private sector involvement. The efficient funding of this investment depends on the availability of debt capital which has traditionally been provided by the region's banks. Regulatory changes, higher costs of funding and restricted access to capital have impacted upon the ability of banks to provide longer tenor debt.

          This session will discuss the opportunity this creates for pension funds in a challenging return environment for lower risk investments.

Tim Cable, Director - Infrastructure Debt, Hastings Fund Management

10:15 - 10:45

Getting returns from property in an uncertain economy

The future of UK real estate and the on-going development of products and investment strategies designed to create a better return for investors.

Phil Ellis, Head of Real Estate Client Portfolio Management, Aviva Investors 

10:45 - 11.05

Networking Coffee Break

11:05 - 11:35

The riskiness of return: Does UK property represent good value?

This session aims to educate delegates on the components of real estate return, how this varies across the different markets and the volatility of that return. There will also be a discussion on what represents an attractive risk adjusted return within the UK property market today.

Matthew Richardson, Director of Research, European Real Estate, Fidelity

11:35 - 12:05

How does the changing face of the retail market impact on retail property as an investment?

A consideration of how austerity and improvements in technology are driving changes in retailers business models and routes to the market.  How does this impact on the retailer's property requirements?  Does retail property have a place in an investment portfolio and what are the expectations in terms of risks and rewards?   

Peter Balfour, Head of Investment UK, London, Cushman & Wakefield Investors
&
Neal Best, Associate, Retail Research & Consultancy EMEA, Cushman & Wakefield Investors

12:05 - 12:35

European inflation-linked property leases in a matching portfolio

Simon Redman, Managing Director, Invesco Real Estate 

12:35 - 13:00

Panel debate

A closing panel with all the speakers to discuss the prospects for real estate and infrastructure investment in the context of other major asset classes

13:00 - 13:05

Chair's closing remarks

13:05 - 14:00

Networking lunch 

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