Alin Buda
• Understanding the do’s and don’t’s for pitching LPs • Understanding the role of the gatekeeper in Japan • Building GP/Gatekeeper relationships Moderator: Atsunori Yamaura, Director, Russell Investments Speakers: Akihisa Hoshino, Associate General Manager, Alternative Funds Investment Dept, Sumitomo Mitsui Trust Bank Takako Tokinaga, Portfolio Manager, Mitsubishi UFJ Trust Bank Satoshi Saito, Head of Overseas […]
• How to efficiently track ESG performance in real estate investments • Seeking sustainability and high returns in the asset class – is it possible? • Strategies for decarbonizing the portfolio Moderator: Ryuichi Horie, Co-Founder & CEO, CSR Design Green Investment Advisory Speakers: Brad Dockser, Founder & CEO, Green Generation Hideki Yano, President, Sumisho Realty […]
• Understanding the post pandemic debt investing landscape • Which sectors are proving most attractive to lenders? Have we seen a shift? • Evolution of debt strategies: are we seeing more separate accounts and co-investment appetite? Moderator: Joyce Lo, Director, Private Capital Advisory, Lazard Speakers: James Haines, General Manager and Head of Global Real Estate […]
• How do LPs currently view Real Estate compared to other alternative asset classes? • Is appetite increasing post pandemic? • Risk appetites amongst investors – are higher risk strategies being considered? Moderator: Tetsuya Fujita, Managing Director, CBRE Investment Management Speakers: Ayaka Takimoto, Head of Real Estate and Infrastructure Investments, Japan Science and Technology Agency […]
基調パネル：ポストコロナの不動産戦略 ポストコロナのアセット回復力を評価－パフォーマンスの良いセクターと悪いセクターとは？ 投資戦略にパラダイムシフトは起きているか？ ポストコロナの脅威、機会、地政学的リスクの軽減 Moderator: Christie Ou, Senior Reporter, PERE Speakers: Hideto Yamada, Head of Global Real Estate, GPIF David Cheong, Managing Director, KKR Dan Dubrowski, Co-Founder & Head of Capital Formation, Lionstone Investments / Columbia Threadneedle Michael Regan, Managing Director, Investments, CIM Group Matthew Kaplan, Managing Director and Team Group Head, Almanac Neuberger Berman
• プライベートマーケットにおけるAPAC不動産投資戦略 • プライベートマーケットにおける日本の不動産投資戦略（テーマ、プラットフォームなど） • KJRMによる日本の上場不動産投資戦略 Moderator: Masamu Kakinoki, Client & Partner Group, KKR Speakers: David Cheong, Managing Director, KKR Kensuke Kudo, Director, KKR Naoki Suzuki, President and Representative Director, KJRM
• 東京のオフィス市場－力強い回復は見られるか？ • ロジスティクスー現在の日本の価格設定は高すぎるのか、それとも依然として買い得なアセットなのか？ • 集合住宅は今後どうなるのか？日本のサブセクターにおいて、規模を拡大できるのか？ Moderator: Katsuyuki Tokushima, Head of Pension Research and ESG Development, NLI Research Institute Speakers: Atsushi Miura, Managing Director, Blackstone Simon Treacy, CEO, Private Equity Real Estate, CapitaLand Investment Ken Sugimoto, Representative Director, Head of Office, Japan, GIC (Japan) Hidetoshi Ono, Country Head – Japan, Tsao Family Office
• 高齢者向け住宅－先進国市場で活況を呈しているセクター？ • インフラと不動産のハイブリッド投資戦略としてのデータセンター • 学生用住宅－ポストコロナに強力な復活となるか？ • マニファクチャード・ハウス- 成長するニッチな不動産セクター Moderator: Steven Bass, Senior Director, Portfolio Manager, Alternatives and Strategic Transactions, Nuveen Real Estate Speakers: Bob McClain, CEO, Crow Holdings Capital Toshiyuki Fujii, General Manager, Investment Business Department, Mori Trust Michael Toft, Head of Care Homes, Octopus Real Estate Junichiro Muto, Senior Vice President, PIMCO Japan