Local capital, global opportunities

Fuel your fundraising at the PERE Global Investor Forum: San Francisco on 18-19 May 2022.

Expand your network, gain actionable insight, and escalate your fundraising potential by connecting with North America’s most active private real estate investors.

Understand the needs of local investors and determine the future direction of outbound capital flows.

Boost your fundraising

Understand North America’s investor needs and align your investment strategies with their allocation appetite.

Gain strategic insight

Understand the core sectors and strategies that investors will focus on in the new normal.

Expand your network

Build closer relationships with North American investors through dedicated networking opportunities.

Meet North American investors in our global network

Build strong relationships, share the latest market insights, and shape global capital flow with North America’s most influential investor network
Bouwinvest
Church Pension Group
Employees' Retirement Fund of the City of Dallas
Kamehameha Schools
Liberty Mutual
MassMutual
National Pension Service
New York Life Investments
Teacher Retirement System of Texas
YMCA Retirement Fund

2022 speakers include

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With thanks to our sponsors

Lift your profile at the Global Investor Forum: San Francisco

The Global Investor Forum: San Francisco is our new edition of PERE Global Passport. Attendees are exclusively decision-makers at the leading private real estate investors, fund and asset managers, and developers in North Americas and globally. Sponsorship gives you:

  • VIP access
  • Opportunity to share your thought-leadership
  • High-profile branding opportunities
  • And much, much more …

To discuss options that suit your firm, contact our sponsorship team.

With thanks to our sponsors

Supporting association

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Explore the trends shaping real estate capital flow

 

Download the preliminary agenda to see the trends shaping North American investor allocation strategies and markets across the region. These topics will shape the discussions at the PERE Global Investor Forum: San Francisco.

Have a topic that you would like to discuss on the agenda? Contact Helen Sanders today.

View agenda

View the key conversation topics

 

Download the preliminary agenda to see the trends shaping North American investors allocation strategies and markets across the region. These topics will shape the discussions at the PERE Global Investor Forum: San Francisco.

Have a topic that you would like to discuss on the agenda? Contact Helen Sanders today.

View agenda

Day 1 Day 2
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Agenda

Investor Strategy Day - Wednesday 18th

Wednesday, May 18, 2022 - Registration
09:00 - 09:00

Investor registration and breakfast (invitation only)

11:45 - 11:45

Member registration (regional and global PERE Passports)

13:30 - 13:30

Event attendee registration (event plus tickets)

Wednesday, May 18, 2022 - Investor Strategy Day
10:00 - 12:00

Investor-only workshop: How to build a strategy (by invitation)

Bill Schwab

Peer to peer, off the record strategy building session. Looking across the risk, volatility and return profile of your portfolio, where does real estate fit in? Which strategic exposures match your liabilities over the five-ten-fifty-year horizon? How to access exposure to mitigate growth, longevity and inflation risk?

Led by:
Bill Schwab, Executive Chairman, LCI Investment Company

A speaker photo for Bill Schwab

Bill Schwab

Founding Partner, LCI Investment Company

Read bio
12:00 - 13:00

PERE Members-only networking luncheon (Investors & PERE Passport Members)

14:00 - 14:40

Investor Panel: Building a post-pandemic global strategy

Over the past two years, real estate has fundamentally changed across the world and different regions tell a very different ‘new normal’, growth acceleration or recovery story. Global investors reveal:

  • The trends they are watching in 2022/23
  • Where market and sector sentiment is strong and where they are seeing good value
  • How they are allocating their capital accordingly
14:40 - 15:20

Investor Panel: Scaling ESG commitments globally

Hitting ESG targets around domestic investments is challenging enough – scale that to a global investment portfolio with wide regional disparities across all elements of ESG and how can investors be sure that the offshore investments won’t offset gains made in the US?

  • How can proper ESG due diligence be conducted on overseas managers, assets and partners?
  • Getting under the skin of social impact in Europe and Asia
  • How to build a credible global portfolio though an ESG lens?
15:20 - 15:50

Networking refreshments

15:50 - 16:30

Family Office Panel: Where is private capital flowing?

Private investors tend to stay one step ahead of the game, reacting quickly to emerging trends with a higher risk tolerance than traditional investors.

  • Where are family offices looking for global real estate investment opportunities
  • How are family offices structuring deals and terms?
  • What partnerships are being formed to successfully execute direct investments?
16:30 - 17:10

Endowment Panel: Real estate through the eyes of the endowment

A unique set of liabilities requires a unique investment model. Hear from the country’s leading endowment funds on how real estate fits into their investment portfolio.

  • The onshore/offshore balance
  • Where is the long term growth?
17:10 - 17:30

Fireside chat

17:30 - 18:30

Networking cocktails followed by Investor-only dinner

Agenda

Global Markets - Thursday 19th

Thursday, May 19, 2022 - Global Markets
09:00 - 10:00

Women in Real Estate breakfast

09:30 - 10:00

Main registration and networking

10:00 - 10:10

PERE welcome

10:10 - 11:00

Global Macroscope – which markets have the strongest headwinds and tailwinds in 2022?

Get the lay of the land for global real estate and capital flows:

  • Where is capital flowing from the US, globally?
  • How does this compare with where European investors are allocating their capital?
  • Which global markets should investors pay close attention to and where is still facing strong post-covid headwinds?
11:00 - 11:20

US Microscope: Where is the US outperforming global markets?

The outlook for returns in US real estate is improving driven by strong recovery in some sectors and accelerating growth in others.

  • Which combinations of strategy and sector are outperforming other markets so significantly that allocating onshore makes more sense
  • How and where should investors then diversify and hedge either onshore or offshore?
  • Where do we see investors allocating over the coming 12 months?
11:20 - 11:50

Networking refreshments

11:50 - 12:30

Global Perspectives: Breaking down the entry barriers in ‘New Economy’ real estate

Datacentres, logistics, warehousing and other operationally intensive sectors such as life sciences and senior living are talk of the global town.

  • How, as an offshore investor, can you ensure you pick investment partners who have the expertise to add value to an asset
  • Where – as more capital flow to these types of assets – can investors find the best value?
  • What does the tenant profile look like across different regions and where are the opportunities to hyper-scale?
12:30 - 13:10

Global Perspectives: Opportunistic in the roaring 20’s

Office and residential will top the most invested sectors in cross-border strategies. Take a deep dive into opportunistic strategies as the impacts of covid wash out:

  • Will the great migration from tier one cities continue to play out and what opportunities does this present for city-living investments?
  • Were are the hot sectors the hottest – multi-family across APAC, student accommodation across Europe
  • What does the office landscape and tenant profile look like across key cities in Europe and Asia
13:10 - 14:30

Lunch

14:30 - 15:10

Global Perspectives Presentation: NPLs and bad debts – how to navigate the domino effect of an overseas default

15:10 - 15:50

Global Perspectives: What credible sustainable real estate investing looks like for a global allocator

Real estate is the most carbon intensive investment in a typical portfolio, explore how low carbon goals can be achieved in a global portfolio:

  • How can global investors and managers credibly achieve net-zero in a real estate portfolio?
  • Asset case studies from global managers
15:50 - 16:10

Networking refreshments

16:10 - 16:50

Global Perspectives: Spotlight on real estate debt

As forbearance and government support eases across global markets, how are investors refining their strategies across the US, Europe and Asia.

  • Where are the best opportunistic debt opportunities?
  • Are the markets really as distressed as predicted?
  • How are complex assets such as data centres and life sciences being underwritten?
16:50 - 17:30

Global Perspectives: Accessing Asia’s growth

As far as markets go, China and India promise the most compelling growth stories from a 30 year perspective. What should investors do today, to access these long term growth plays? How can US investors access Asia’s developed markets and what is the opportunity set in Hong Kong, Singapore, Japan and Australia?

17:30 - 18:30

Closing remarks followed by networking cocktails

Discuss strategies with our speakers in-person

Want to join our industry-leading speaking faculty? Contact Helen Sanders today.

Kyle Campbell

Senior Reporter, PERE

Kyle Campbell is a senior reporter for PERE, PEI Media’s global magazine and website for private real estate investment. Based in New York, he leads coverage of the Americas with a focus on investors in the US and Canada. Before joining PERE in fall… Read full bio

Michael Felman

President and CEO, MSF Capital Advisors

Michael Felman is President and CEO of MSF Capital Advisors, a global multi-family office. Besides his own family office, his firm advises other family offices and a select group of high net worth individuals. Mr. Felman began his investment career a… Read full bio

Christina Gaw

Managing Principal, Gaw Capital Advisors Limited

Christina is a Managing Principal of Gaw Capital Partners and in charge of global capital markets activities. She works closely with limited partners relating to capital raising and new product developments. Gaw Capital is a real estate private equit… Read full bio

Kylie O’Connor

Global Head of Real Estate, AMP Capital

Kylie O’Connor was appointed Global Head of Real Estate, AMP Capital in August 2020. In this role, Kylie is accountable for managing over $23 billion, as at 30 June 2021, of commercial real estate on behalf of institutional and retail investors, as w… Read full bio
Peter Plaut, Wimmer Group

Peter Plaut

Executive Director, Wimmer Group

Peter Plaut is consistently recognized as a leader in the industry. Since the Covid-19 pandemic locked down the global economy, Peter has executed engagements of over $10 billion in real estate development financing across various assets classes incl… Read full bio

Bill Schwab

Founding Partner, LCI Investment Company

Bill Schwab has served as Global Head of Real Estate for the Abu Dhabi Investment Authority (ADIA) from January 2009 to June 2018. He was responsible for an investment portfolio comprising direct and indirect investments, public and private debt and… Read full bio

Simon Uiterwijk

Senior Portfolio Manager, Commercial Real Estate Debt, NN Investment Partners

Simon is a Senior Portfolio Manager at NN Investment Partners (previously ING Investment Management) since 2015, where he is co-responsible for NN IP’s Commercial Real Estate lending activities. He has a particular focus on investment strategy, loan… Read full bio

Lennart van Mierlo

Head of Commercial Real Estate Debt, NN Investment Partners

Lennart has spent his career in the Banking and Investment Management industry. Currently he is Head of Commercial Real Estate Debt within NN Investment Partners’ Alternative Credit department, headquartered in The Netherlands. He started the CRE Deb… Read full bio

Dan Winters

Head of Americas, GRESB

Mr. Winters furthers GRESB’s international scope and impact by engaging institutional investors throughout the Americas, establishing industry partnerships for ESG data, and expanding GRESB coverage among REITs, private equity firms and multinational… Read full bio

Close relationship gaps faster.

Meet the global network in-person

The inaugural PERE Global Investor Forum: San Francisco will be held in-person in San Francisco and available virtually on our easy-to-use platform.

Start conversations with investors easier, maximize your exposure around the influential members, and build stronger relationships with global peers.

Global Investor Forum attendees get 12-month access to our global directory of investors to build relationships across the year. Upgrade to a Global Passport for 12 months access to:

    • All PERE events in-person, including the Global Investor Forum: San Francisco
    • New PERE Connect networking service, including functions in global investor hubs and personalized help to increase your visibility in the global network
    • And much more …

Talk to our team to discover more about the membership benefits and see how the Forum can help grow your business.

Global network list

View our global event attendees

View network list

North American members of our global network

Stay connected with regional leaders, knowledge-share daily challenges, and seek answers from industry titans.
Bouwinvest
Church Pension Group
Employees' Retirement Fund of the City of Dallas
Kamehameha Schools
Liberty Mutual
MassMutual
National Pension Service
New York Life Investments
Teacher Retirement System of Texas
YMCA Retirement Fund

Join our investor-led network

Explore opportunities with investors from across the globe today with access to the most influential private real estate network.

Want to understand more about who you will meet and what to expect at the Forum? Talk to our team today.

Book a tour

Global Investor Forum: San Francisco attendees get more

By attending the Global Investor Forum: San Francisco you will join real estate’s most influential global network. Being a member will give you access to:

  • Attend the Global Investor Forum: San Francisco in San Francisco
  • All of PERE’s global events
  • PERE Connect – our new tailored networking service
  • Access to the investor directory
  • Frequent virtual and in-person networking opportunities
  • And much more …

Talk to our team to find out how the Forum can help your firm grow.