Network

• 국내 및 글로벌 부동산 시장으로의 자본 흐름의 동향은? • 이자율 상승이 부동산 투자 전략에 미치는 영향은? • 부동산 코어 전략 이외의 투자 – 투자 대상으로 고려할 만한 주요 대체 부동산 섹터 Moderator: Seunghwan Hwang, Head of Global Real Estate Investment and Head of Alternative Portfolio Operations, Hanhwa Asset Management Speakers: Doyle Kim, Managing Director […]

• Assessing asset resilience post pandemic. Which sectors have performed well? Which haven’t? • Are we seeing paradigm shifts in investing strategies? • Post pandemic threats, opportunities and mitigating geopolitical risk Moderator: Christie Ou, Senior Reporter, PERE Speakers: Hideto Yamada, Head of Global Real Estate, GPIF David Cheong, Managing Director, KKR Dan Dubrowski, Co-Founder & […]

• Asia Pacific real estate strategies in the private market • Japan private real estate strategies (themes, platforms, etc.) • Japan public market real estate strategies through KJRM Moderator: Masamu Kakinoki, Client & Partner Group, KKR Speakers: David Cheong, Managing Director, KKR Kensuke Kudo, Director, KKR Naoki Suzuki, President and Representative Director, KJRM

• Tokyo office markets – are we seeing a strong rebound? • Logistics – is pricing in Japan now too high or do they remain attractive assets to buy? • What is the future of multifamily? Can you gain more scale in the subsector in Japan Moderator: Katsuyuki Tokushima, Head of Pension Research and ESG […]

• Senior housing – a booming sector in developed markets? • Data centres as a hybrid infra/real estate investing strategy • Student housing – making a strong comeback post covid? • Manufactured housing – a growing niche in alternative real estate sectors Moderator: Steven Bass, Senior Director, Portfolio Manager, Alternatives and Strategic Transactions, Nuveen Real […]

• 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