Convictions in a Time of Transition

27 Sep 2024 @ Seoul

You are cordially invited to the ANREV Korea Conference 2024, taking place on Thursday, September 26, and Friday, September 27, at the Grand Hyatt Hotel in Seoul.

Join us for our eighth annual conference, where we will bring together representatives from the Korean institutional investor community and key figures from the global non-listed real estate industry.

This year’s conference will feature seasoned industry professionals addressing pressing issues such as today’s critical macroeconomic challenges and the rapidly evolving market landscape. Gain valuable insights on how to navigate the complexities in today's real estate markets. The event will also cover market overviews, thematic sector investing, and strategies Korean LPs are focusing on:

  • Keynote Session: An in-depth analysis of the global economic outlook, including interest rates, inflation, and geopolitical scenarios affecting real estate markets.
  • Global Investor Panel: Discussions on the role of real estate in institutional portfolios amidst high-interest rates, valuation pressures, and uncertainty, with a focus on emerging sectors like Life Sciences and Data Centers.
  • Debt Panel: Insights into the current state of global markets in light of higher interest rates, highlighting attractive credit opportunities in Asia, and the best risk-adjusted returns.
  • Global LP Interview: High conviction investment themes and strategies, potential pitfalls in today's environment, and lessons learned from previous cycles.
  • Logistics and the Future of Office: Exploration of the future of logistics and office spaces globally, with a specific focus on the Asian market, exemplified by Korea.
  • Alternative Sector Overview: Examination of the Living sector, Life Sciences versus Data Centers, and strategies for accessing local operators.
  • Korean LP Panel: Discussion on the challenges and opportunities for real estate in comparison to other asset classes, and the management of existing portfolios.

Against the backdrop of an uncertain market environment, the conference will unite global thought leaders under the theme "Convictions in a Time of Transition" to provide a refreshed global perspective for Korean institutional investors.

Don't miss this opportunity to engage with industry experts and expand your knowledge at ANREV Korea Conference 2024. We look forward to welcoming you!

Details

Date

Thursday 26 & Friday 27 September, 2024

Venue

Grand Hyatt Hotel

Time
  • 18:30 - 20:30 Cocktails on 26 September
  • 08:30 - 16:45 Conference on 27 September
RSVP

Please scroll down to regsiter

Fee
  • Member (LP) – One free ticket per membership, additional attendee - $300
  • Member (General) - $900
  • Non-member (General) - $1800
  • Korean LP – Free of charge (by invitation only)

If you have any questions, please contact [email protected]

Speakers

Charles Haase
Chief Executive
ANREV

Charles Haase is Chief Executive of ANREV, the Asian Association for Investors in Non-Listed Real Estate Vehicles. ANREV is a member driven non-profit organization producing research and indices relevant to the private real estate industry in Asia Pacific, and promoting improved transparency and best practices across the region.

Prior to joining ANREV, Charlie had experience on both sides of the investment table, working for Aetos Japan and Tokyu Fudosan Holdings Corporation in Tokyo, and for the California State Teachers’ Retirement System in the United States. Prior to joining CalSTRS, Charlie was on the Economics faculty of San Francisco State University. He holds a Ph.D. in Economics from the University of California, Davis.

Gabriella Woo
Nick Wilson
Associate Director, Real Estate Economic
Oxford Economics

Nick joined Oxford Economics in 2022 to lead the Real Estate Economic Service (REES) for Asia Pacific. In this role, he is responsible for researching, forecasting, and analyzing commercial real estate trends across all major markets and sectors in the region. With over 14 years of experience, Nick has honed his skills in data analysis and market research, enabling him to provide clients with comprehensive insights and effective strategies for commercial real estate. His expertise spans direct, indirect, and listed markets, ensuring clients receive well-rounded and informed guidance. Nick is known for his ability to leverage robust data analysis techniques to deliver accurate market forecasts and strategic advice. He holds a Master's (MSc) in Finance from the University of Ulster, United Kingdom, and a Bachelor of Business (majoring in Real Estate) from the University of Queensland, Australia.

Michael Ramm
Managing Director
J.P Morgan Asset Management

Michael Ramm, Managing Director, is a German citizen with 28 years of experience in the real estate industry. Michael is based in Frankfurt and serves as Group Head and Chief Investment Officer for the Real Estate Europe Group for J.P. Morgan Asset Management’s Global Alternatives business. Michael has acquired assets across Europe within the office, industrial, residential and retail sectors and had been instrumental in all our European products over the past nearly 20 years. Prior to joining J.P. Morgan Asset Management in July 2005, Michael was an Investment Manager at AIG Global Real Estate and managed investments on behalf of AIG’s European Opportunistic Property Fund.  Prior to that Michael held various roles at JLL and JLL Corporate Finance in Paris, Warsaw, Moscow and London (1997 - 2002). Michael holds a Master's degree in Economics and Finance from the European Business School International. He is fluent in German, English and French.

Max Golopol
Vice President, International Real Estate
QuadReal

Max joined QuadReal in July 2018. As Vice President, International Real Estate, Max is primarily responsible for transaction origination, structuring and execution of real estate investments for QuadReal's Asia-Pacific portfolio.

Max was formerly an Associate on QuadReal's International Real Estate team where he was focused on the execution and underwriting of investments across asset classes in Asia-Pacific and the U.S.  Prior to QuadReal, he was an Acquisition Analyst for the Bascom Group, an Irvine, California-based manager investing in multifamily assets across the U.S.

Max holds a Bachelor of Science from University of Wisconsin-Madison, and a Master of Business Administration from University of Colorado Boulder.

Max is an employee of QuadReal HK Services Limited, which acts in an advisory capacity to QuadReal Property Group.

Nick Jacobson
Managing Director, Property
Wingate

Nick Jacobson is a highly regarded property and finance expert with more than 30 years of industry experience.

Prior to joining Wingate, Nick was the Founder and Managing Director of CapStra, a leading independent Australian real estate financier and advisory firm.

Nick’s experience spans the full range of real estate capital and advisory solutions from financing to deal origination, structuring, development expertise, credit underwriting, and acquisition and divestment services. He has significant international experience with leading global investment banks across Australia, Europe and Asia, including as Chairman of Real Estate and Head of Investment Banking Services at Goldman Sachs Australia.

At Wingate, Nick leads the property business across debt and equity, and is responsible for driving growth and strategy, particularly in institutional funding solutions and capital partnerships.

Melinda McLaughlin
Senior Vice President, Global Head of Research
Prologis

Melinda McLaughlin, senior vice president, global head of research, is responsible for leading the global research team, she focuses on tracking, analyzing, and forecasting logistics real estate fundamentals and structural industry trends.  Additionally, she is responsible for translating these insights into strategic decision-making for the company. Her other areas of specialization include supply chain reconfiguration, location differentiation and econometric modeling.

Prior to joining Prologis in 2015, Ms. McLaughlin was a vice president at Rosen Consulting Group, a boutique firm that provides economic, housing and commercial real estate strategic consulting services to a diverse roster of clients.

Ms. McLaughlin holds a bachelor of science in economics from the Wharton School at the University of Pennsylvania with a concentration in real estate. She is a member of the Urban Land Institute.

Tim Jowett
Managing Director, Head of Asia Pacific Research
Hines

Tim Jowett joined Hines in June 2023 as Managing Director, Head of Asia Pacific Research. He brings with him 20 years’ experience in global real estate investment management and has been based in Asia for the last 12 years, focusing on Asia Pacific private real estate markets. Prior to Hines, he spent 7 years in leadership roles at Grosvenor Asia, a private balance sheet investor, as Director of Investment Strategy and Analysis and as Managing Director, Head of China, during which time he sat on the Board. Prior to this, he led or worked for research and strategy teams based in Hong Kong, Abu Dhabi, and London for global investment managers, Heitman and JP Morgan Asset Management, and the Abu Dhabi Investment Authority .

Tim holds a BA and MA in History from King’s College London, and a Diploma in Financial Strategy from Said Business School, University of Oxford.

James Kemp
Head of APAC
Macquarie Real Estate
Carsten Kebbedies
Managing Director, Fund Management and Alternatives, APAC
Nuveen

Carsten is a Portfolio Manager and an Executive Officer focusing on Asia Pacific for the Nuveen Global Cities REIT. He is responsible for APAC strategy, acquisitions, asset management, structuring and investor relations. In addition, he oversees strategy, acquisitions, dispositions and operational activity for all alternative real estate sectors in APAC. Carsten is a member of Nuveen’s APAC Executive Leadership Team, CEO of Nuveen Singapore and a voting member of the APAC Investment Committee.

Prior to his current role, Carsten led Nuveen Real Estate’s APAC Product and Solutions division. He joined the company in 2006 and relocated to Singapore in 2014. Prior to Nuveen Real Estate, he worked at KPMG. Carsten attended University Osnabrück, Germany receiving a degree in Law and Business Studies and was admitted as solicitor in Germany. He also graduated from University of Hull, U.K. with a Master’s Degree (LL.M) International Business.

Galen Lee
CEO of Real Estate & Data Centre Funds
Keppel

Masters of Business Administration, Columbia Business School; Bachelor of Accountancy, Nanyang Technological University of Singapore.

Mr Galen Lee is the Chief Executive Officer of Real Estate & Data Centre Funds and he leads the fund management initiatives to further strengthen Keppel’s capability in the private funds space for these sectors.

Galen has over 24 years of real estate investment, origination and structuring experience across various asset classes, and has been involved in the establishment of real estate joint ventures, real estate investment trusts, debt advisory, investment banking and corporate mergers and acquisitions in Asia and Europe. Prior to joining Keppel, he was the Executive Vice President and Head of Capital Markets for City Developments Limited, responsible for developing its funds management and Profit Participation Securities platform by structuring more than $2 billion worth of real estate deals.
Prior to this, Galen was the head of South East Asia real estate investment banking at UBS and Bank of America Merrill Lynch, and has covered the real estate sector at Macquarie Capital Advisors, Wachovia Real Estate Asia, DBS and Goldman Sachs.

Richard Banjo
Co-President
Artemis

Mr. Banjo is a Co-President and one of the founders of Artemis. Mr. Banjo has more than 23 years of experience in real estate principal investing and corporate finance. He is co-chair of the firm’s investment committee and leads the acquisitions and asset management group. In this capacity, he is responsible for developing and implementing the investment strategies for the firm’s various investment vehicles. Mr. Banjo joined at the inception of Artemis in 2009, and in 2014 he relocated to Los Angeles to lead the firm’s West Coast office.

Prior to Artemis, Mr. Banjo served in a variety of roles at the J.E. Robert Companies (“JER”), including as a Director in JER's real estate private equity fund business. In his capacity as Director, Mr. Banjo was responsible for the evaluation, acquisition, and asset management of new investments in the U.S. During his tenure with JER, he managed/co-managed the acquisition of over $2 billion of new investments. Prior to JER, Mr. Banjo worked for Arthur Andersen in its real estate corporate finance group.

Mr. Banjo earned a BBA, with concentrations in finance and real estate, from the University of Michigan. He currently serves as a real estate cabinet member for Make-A-Wish Greater Los Angeles and is an active member of the Young President’s Organization (YPO)."

Jun Hyeok Jang
Director
Mocean Capital

Junhyeok Jang has accumulated 10 years of experience in deal sourcing, investing, and managing private alternative markets, with a particular focus on the real estate sector. Junhyeok joined Mocean Capital in November 2022 after working at the National Agricultural Cooperative Federation (NACF), a financial institution that supports the Korean agricultural industry. During his tenure at NACF, he was responsible for global and domestic real estate investments, encompassing

debt, equity, commingled funds, and co-investments.

Prior to his role at NACF, Junhyeok worked at the Korea Scientists & Engineers Mutual-aid Association (SEMA), where he focused on global real estate and infrastructure investments, handling various real estate and infrastructure projects, including commingled and project funds. His direct investment experience includes commercial real estate in Europe and Japan, as well as infrastructure assets such as the U.S. airport portfolio .Furthermore, he managed a portfolio comprising both real estate and infrastructure assets.

Harry Song
Head of overseas real estate investment
Public Officials' Benefit Association

Bachelor in Architectural Engineering, Sungkyunkwan University

MSc in Real Estate Investment, Cass Business School, London, UK

Manager in Realty Advisors Korea

Thomas Cho
Head of Real Estate, Managing Director
Korea Investment Corporation