Steven Bass
Senior Director, Portfolio Manager, Alternatives and Strategic Transactions, Nuveen Real Estate
Akihisa Hoshino
Associate General Manager, Alternative Funds Investment Department, Sumitomo Mitsui Trust Bank
Japan's largest gathering of private real estate leaders
Connecting Japanese capital with global private real estate
The 8th annual PERE Investor Forum: Tokyo on 17 October 2019 examined the investment strategies of Japan’s largest LPs and is the preeminent event for global fund managers to turbocharge their fundraising.
Key themes included:
- The latest real estate trends and opportunities in Japan, North America and Europe
- Working up the risk curve spectrum – what are the opportunities for the Japanese investor?
- Japanese LPs real estate report card – how do they assess their investments and GP relationships so far?
- Hotels and hospitality: In the midst of the rugby world cup and pre-Olympic fever where are the most promising areas to deploy capital?
Stay in the loop for the next event in September 2020 by registering your interest today.
Download 2019 event brochure
Key discussion topics included –
- Japanese LP report card: How do they assess their current investments?
- International GP views on the latest global real estate trends
- Discover the Japanese investment opportunity
- Japan success stories: Investing in hotels and hospitality
- Real estate debt: What can it offer that equity can’t?
- People, context and reinvention: A layered approach to creating a sense of place
300+
attendees
2:3
GP:LP ratio
125+
companies
Featured speaker 2019
Mark W. Elliott
President, Hodges Ward Elliott
In an exclusive interview, Mark Elliott will be discussing HWE’s approach to real estate debt and hospitality investing alongside their strategy and plans going forward.
2019 speakers included:
Connect with Japan's largest LPs. Turbocharge fundraising.
Demonstrate your unique value-add capabilities to Japanese LPs allocating capital to oversea private real estate to turbocharge your fundraising in 2020 and beyond. Exchange ideas with prominent global GPs, developers, and strategic advisors to enhance your investment strategies across Asia, Europe, Australia, and the Americas.
Confirmed 2019 LP attendees included
Valuable Insights. Enhance your strategies.
Utilizing PERE’s position as the most prestigious private real estate specialized publication, the Forum is your gateway to access to the most exclusive market insights.
For any enquiries, please contact Andrew Wolff on at andrew.w@peimedia.com
View agenda page
Agenda
Agenda - Wednesday 16th
Wednesday, 16 October 2019
18:00 - 20:00
VIP cocktail (by invitation only)
Agenda
Agenda - Thursday 17th
Thursday, 17 October 2019
08:30 - 08:50
Registration and networking
08:50 - 09:05
PERE Welcome
09:05 - 09:50
Keynote Panel: International GPs views on the latest global real estate trends
Adrian Harrington,
Jorge Duarte,
Michael O’Brien,
Tetsuya Fujita
• Where do GPs currently recommend investing their money globally? In what sectors and geographies?
• how do they consider current geopolitical risks when making investing decisions?
• How are investors shifting their investment strategies and portfolios in light of global market trends?
09:50 - 10:20
Presentation & Fireside Chat
Mark Elliott,
Christie Ou
10:20 - 11:05
Panel: The Japanese Investment Opportunity
Daisuke Kitta,
Hidetoshi Ono,
Yoshito Nishikawa,
Leonard Meyer zu Brickwedde,
Richard Reitknecht
• As prices continue to rise, when will they peak?
• As it becomes harder to find returns, where do you find the best value?
• Do core investing strategies still work in Japan?
• Best practices in both the pre-deal and post-deal selection processes
Leonard Meyer zu Brickwedde
President and Chief Executive Officer, Kenzo Capital Corporation
Read bio
11:05 - 11:35
Networking coffee break
11:35 - 12:05
Presentation: People, Context and Reinvention - a layered approach to creating a sense of place
Tim Bowder-Ridger
12:05 - 12:50
Panel: Spotlight on North American Real Estate
Charlie Garner,
John Brady,
Kai-yan Lee,
Christie Ou
• Does the US still deserve to be the No.1 outbound market for Japanese investors?
• Outlook for office, retail, residential and industrial sectors
• What are the best strategies in order to manage and mitigate risk in US markets?
12:50 - 13:50
Networking lunch
13:50 - 14:30
Panel: Real estate debt: what can it offer that equity can’t?
James Haines,
Chris Allman,
Rupert Gill,
Ari Druker
• What are the advantages of investing in debt at this stage of the cycle? What are the risks?
• What are the different types of debt strategies best suited for Japanese investors?
• How does currency play into debt strategies?
14:30 - 15:10
Panel: Japan success stories: Investing in hotel and hospitality sectors
Kevin Colket,
Seth Sulkin,
Hans Heijligers,
Toyohiko Kishida
• What are the opportunities to make attractive returns when investing in hotels in Japan?
• With huge increases in new supply, will it outpace demand?
• How to make money in 4 and 5 star hotels with world’s highest expectation for service and lifetime employment.
15:10 - 15:30
Networking coffee break
15:30 - 16:10
Panel: Real estate specialist strategies
Bob McClain,
Robert Fordi,
Charles Haase,
Victor Lor,
Steven Bass
- How can investors best capitalize on the logistics boom?
- Overview of sectors such as healthcare, multifamily and student housing
- Investing in niche sectors such as service retail and storage
Steven Bass
Senior Director, Portfolio Manager, Alternatives and Strategic Transactions, Nuveen Real Estate
Read bio
16:10 - 16:50
Panel: The growing role of ESG in the investment process
Tetsuya Fujita,
Ryuichi Horie,
Yutaro Tanaka,
Shuichi Masunaga,
Akihisa Hoshino
• How important is the role ESG to Japanese investors in their investment process?
• To what extent are GPs successfully addressing ESG concerns?
• ESG as a value driver in real estate
Akihisa Hoshino
Associate General Manager, Alternative Funds Investment Department, Sumitomo Mitsui Trust Bank
Read bio
16:50 - 17:30
Panel: Japanese LPs report card – how do they assess their current investments so far?
Mitsuhiro Arakawa,
Shigeru Yagi,
Shinji Kawano,
Kiyosei Sugioka,
Koji Ohashi
• How do Japanese investors evaluate their real estate portfolios so far? Is optimism or caution increasing in the late cycle?
• Where are they looking for opportunities globally? Are they looking to increase or decrease their outbound exposure?
• How do they build and monitor their portfolio? What is their due diligence process?
Shinji Kawano
General Manager, Head of Alternative Investment, Global Investment Department, Tokio Marine Holdings
Read bio
17:30 - 19:00
Close of conference & cocktail reception
For any enquiries, please contact Andrew Wolff at andrew.w@peimedia.com.
Chris Allman
Managing Director, Capital Markets, CIM Group
Chris Allman is a Managing Director in the Capital Markets – Debt Group. Prior to joining CIM in 2013, Mr. Allman was a Vice President at Thayer Lodging Group/Brookfield Hotels, Vice President in Capmark’s Hospitality Industry Division and an Investm… Read full bio
Mitsuhiro Arakawa
Executive Consultant, Russell Investments Japan
Mitsuhiro Arakawa is Executive Consultant, Consulting Dept. for Russell Investments Japan. He joined Russell in January 2007. Prior to joining Russell, he held positions at Daiwa Institute of Research Ltd. (DIR) as Chief Consultant in Pension Investm… Read full bio
Steven Bass
Senior Director, Portfolio Manager, Alternatives and Strategic Transactions, Nuveen Real Estate
Steve is the lead portfolio manager for the Japan Alternatives Living Fund, a specialist strategy investing in senior housing and other alternative living sectors such as student housing, single family, and co-living in Greater Tokyo, Osaka and Nagoy… Read full bio
Tim Bowder-Ridger
Chief Executive Officer, Senior Partner, Conran and Partners
As an Architect and designer, Tim is passionate about creating authentic experiences centred around cultural spirit and personality. He brings his knowledge of the hospitality and residential sectors to design buildings and spaces that reflect contem… Read full bio
John Brady
Portfolio Manager, Real Estate, Oaktree
Mr. Brady joined Oaktree in 2007 as a managing director and head of the global Real Estate group. He serves as the portfolio manager for Oaktree’s Real Estate Opportunities, Income and Debt strategies. Prior thereto, Mr. Brady was a Principal at Colo… Read full bio
Kevin Colket
Founder and CEO, GHIG
Kevin Colket is the Founder and CEO of the Global Hospitality Investment Group (GHIG), a real estate private equity firm incorporated in January 2019. GHIG invests in distressed and under-valued hotels (single assets, portfolios, and operating compan… Read full bio
Ari Druker
Director – Corporate Development North Asia, FLOW Digital Infrastructure
Ari recently joined FLOW Digital Infrastructure, PAG’s newly launched regional data centre platform, that aims to capitalize on the rapidly growing demand for digital infrastructure in Asia. Prior to FLOW, Ari was a member of the Investment Banking C… Read full bio
Jorge Duarte
Managing Director – Fund Management Europe, Barings
Jorge Duarte is a member of Barings Alternative Investments, a global real estate, private equity and real assets platform. Jorge is tasked with leading the development and execution of Barings Real Estate International Core capabilities, seated as a… Read full bio
Mark Elliott
President, Hodges Ward Elliott
Mark joined Hodges Ward Elliott (“HWE”) in 1983. HWE has sold more hotels corporately, and Mark has sold more hotels than any other individual in the United States. In the last 28 years, he has personally sold and/or financed over 1,500 hotels, in ex… Read full bio
Robert Fordi
Chief Executive Officer, Realterm
Mr. Fordi is CEO and Managing Partner of Realterm, a $6.5+ billion AUM global multi-strategy real estate private equity firm focused on durable insights into the supply and demand of real assets at the intersection of the global supply chain and evol… Read full bio
Tetsuya Fujita
Country Manager and Managing Director, CBRE Investment Management
Mr. Fujita has over 30 years of experience in real estate industry. He started his career at Sumitomo Realty & Development Co. Ltd. with which he spent 5 years for residential condo development in Japan and over 13 years in U.S. to oversee Sumito… Read full bio
Charlie Garner
Principal, CIM Group
Charles Garner is a Principal in the Investments Group at CIM where he is actively involved in the investment and asset management process across CIM’s platforms and serves on the Investment and Real Asset Management Committees. Prior to joining CIM… Read full bio
Rupert Gill
Director and Head of the European Real Estate Debt Team, BlackRock
Rupert Gill, Director, is the Head of the European Real Estate Debt Team, based in London. He oversees all European Real Estate Debt transactions and is responsible for the portfolio management aspects of European product development initiatives. Pri… Read full bio
Charles Haase
Managing Director, Aetos Japan
Mr. Haase is a Managing Director of Aetos Japan, LLC, and is responsible for investor relationship management globally. Prior to joining Aetos Japan in 2018, Mr. Haase served as a General Manager in the U.S. Planning Group with Tokyu Land Corporation… Read full bio
James Haines
General Manager and Head of Global Real Estate Structured Debt, Aozora Bank
J.J. Haines is the Head of Global Real Estate Structured Debt at Aozora Bank. He is responsible for the bank’s ex-Japan real estate lending activity, which focuses on developed markets such as the United States, United Kingdom, Canada, and Australia.… Read full bio
Adrian Harrington
Head of Capital and Product Development, Charter Hall
Adrian joined Charter Hall in November 2018 following the acquisition of Folkestone. Adrian has more than 25 years of experience in the funds management and real estate industries. He is currently a Non-Executive Director of both the National Housing… Read full bio
Hans Heijligers
Chief Executive Officer, IHG ANA Hotels Group Japan
Hans Heijligers is CEO of IHG ANA Hotels Group Japan, the leading international hotel company in Japan with 32 hotels and nearly 10,000 rooms. Appointed to this role in January 2016, Hans oversees the operations and performance of IHG ANA brands incl… Read full bio
Ryuichi Horie
Co-founder and Chief Executive Officer, CSR Design Green Investment Advisory
Horie is Co-founder and CEO of CSR Design Green Investment Advisory, Co., Ltd., which focuses on ESG advisory in the real estate and infrastructure sectors as well as research on green buildings and sustainable finance. He graduated from University o… Read full bio
Akihisa Hoshino
Associate General Manager, Alternative Funds Investment Department, Sumitomo Mitsui Trust Bank
Akihisa Hoshino joined the Mitsui Trust and Banking Company, Limited (current "Sumitomo Mitsui Trust Bank, Limited") in 1992. Since 2005, he has been a fund manager in the pension fund management department and in charge of investing entrusted money… Read full bio
Shinji Kawano
General Manager, Head of Alternative Investment, Global Investment Department, Tokio Marine Holdings
Shinji Kawano is a Head of Alternative Investment Group in Tokio Marine & Nichido Fire Insurance (TMNF) and spearheads its alternative investments across private equity, private debt, hedge fund and real estate. Prior to assuming the current post… Read full bio
Toyohiko Kishida
Head of Asset Finance Unit, Tokyo Star Bank
Toyohiko Kishida is Head of Asset Finance Unit of Tokyo Star Bank. After joining TSB in 2011, he quickly recognized the demand for financing of operational assets and launched a new group focusing on the hospitality sector, which has since provided f… Read full bio
Daisuke Kitta
Head of Real Estate Japan, Blackstone
Daisuke Kitta is the Head of Real Estate Japan based in Tokyo, and he is responsible for the day-to-day management of the Real Estate group’s investment activities in Japan. Since joining Blackstone in 2008, Mr. Kitta has been involved in analyzing v… Read full bio
Kai-yan Lee
Managing Director, Vanke USA
Since 2013, Kai has led the strategic expansion of Vanke’s business in the U.S. and, under his leadership, the firm has undertaken a series of major real estate projects in New York, San Francisco, Seattle, and Los Angeles. Previously, Kai served as… Read full bio
Victor Lor
Head of Capital - Asia Pacific, GSA Investment Management
Victor Lor is the Head of Capital, Asia Pacific for GSA Investment Management, based in Hong Kong. He has overall responsibility for GSA’s Asia Pacific investment management & capital (equity & debt) platform. Whilst at GSA, he has underwritten, stru… Read full bio
Shuichi Masunaga
Director, Development Bank of Japan
Shuichi Masunaga joined DBJ in 1999. He has been dedicated to DBJ’s real estate finance business for over 10 years. He has been responsible for various domestic and international real estate investment, including senior and mezzanine loans investment… Read full bio
Bob McClain
Chief Executive Officer, Crow Holdings Capital
Bob McClain is the Chief Executive Officer of Crow Holdings Capital. He is the head of the CHC Investment Committees and is responsible for real estate investment activities at CHC. Bob has been with Crow-affiliated companies since 1986, when he join… Read full bio
Leonard Meyer zu Brickwedde
President and Chief Executive Officer, Kenzo Capital Corporation
Dr. Leonard Meyer zu Brickwedde is the President and Chief Executive Officer, Kenzo Capital Corporation. Following an apprenticeship in banking and studies of law in Germany with completion of doctoral dissertation, Dr. Meyer zu Brickwedde has been w… Read full bio
Yoshito Nishikawa
Managing Officer, Hulic
Yoshito Nishikawa is Managing Officer in Asset Solutions Department at Hulic Co,Ltd and responsible for the entire process of new property investment, including establishing portfolio strategy, to source property acquisition opportunities and to exec… Read full bio
Michael O’Brien
Managing Director - QIC Global Real Estate, QIC
With a career spanning more than 30 years in the property industry, as QICGRE’s Managing Director, Michael is responsible for driving real estate investment and business strategy in alignment with the expectations of our investors, partners and the c… Read full bio
Koji Ohashi
Manager, Fuji Xerox Co Ltd
Koji Ohashi is a Manager, Treasury Group, Corporate Finance Division of Fuji Xerox Co,.Ltd. He is in charge of Fuji Xerox's group pension fund investment. He started his career at The Long-term Credit Bank of Japan was in the corporate finance area i… Read full bio
Hidetoshi Ono
Country Head - Japan, Tsao Family Office
Hidetoshi Ono recently joined Tsao Family Office (TFO) to lead their real estate investment and portfolio management in Japan. TFO was established in July 2016 to manage the assets of the Tsao family, one of Asia’s most enduring family businesses wit… Read full bio
Christie Ou
Senior Reporter, PERE
Christie Ou is the Asia-Pacific reporter for PERE covering the private equity real estate markets in the region. Prior to joining PERE, she covered Asia’s business market for Bloomberg Business Week Chinese and the credit market for UK based Private… Read full bio
Richard Reitknecht
Executive Vice President, Asia Pacific Land
Mr. Reitknecht co-founded APL and serves as its Executive Vice President. With more than 25 years of real estate investment experience, Mr. Reitknecht implements the firm's vision and oversees all of its operations around the globe. As the firm grew… Read full bio
Kiyosei Sugioka
Managing Director, Head of Alternative Investments, ORIX Life Insurance
Kiyosei Sugioka is a Head of Alternative Investments in ORIX Life Insurance Corporation, covering Private Equity, Private Debt, Infrastructure and Real Estate. Prior to joining ORIX Life in 2019, he was in Government Pension Investment Fund (GPIF) wh… Read full bio
Seth Sulkin
President and Chief Executive Officer, Pacifica Capital
Seth R. Sulkin is President and CEO of Pacifica Capital K.K., a Tokyo-based developer of hotels and commercial properties with more than 25 years of real estate investment experience in Japan. He is also CEO of Pacifica Hotels G.K., a franchisee oper… Read full bio
Yutaro Tanaka
President and Chief Executive Officer, Tokyu Land Capital Management
Yutaro Tanaka joined Tokyu Land Corporation in 1989. In 2001 he was seconded to Tokyu Real Estate Investment Management Inc, where he engaged in the preparation for IPO of TOKYU REIT, Inc. and successfully completed the listing in 2003. In 2009 he wa… Read full bio
Shigeru Yagi
Director of Real Estate Investment, Pension Fund Association
Shigeru Yagi is Director of Real Estate Investment at Pension Fund Association and responsible for its real estate investment. He joined PFA and assumed his current responsibility in 2009. Prior to joining PFA, he was with Nomura Securities and Nomur… Read full bio
PERE Investor Forum: Tokyo offers a unique opportunity for organisations to raise their profile by meeting with a global audience of senior decision-makers in the private real estate industry.
For exclusive sponsorship packages for 2020, contact sponsorship team at asiasponsorship@peimedia.com or call +852 2153 3846.
Pre-Event Resources
Thank you for participating in PERE Investor Forum: Tokyo, you can download the post-event materials in this page.
We hope you enjoyed the Forum and we all look forward to welcoming you next year.
Post-Event Resources
pdf
Keynote Panel: International GPs views on the latest global real estate trends
By Barings Alternative Investments
pdf