WELCOME AND OPENING REMARKS

René Veerman, Head of Real Estate, MSCI

KEYNOTE ON CLIMATE CHANGE: THE TIME TO ACT IS EVER-MORE CRITICAL
Global climate change and its alarming impacts are already upon us. At the same time, momentum is building for action. Taking a fresh look, what possibilities emerge with the transition to a more sustainable world? In this session, author, environmentalist and strategist Gabrielle Walker reframes the narrative from the nightmare of apocalypse to a positive vision of the world we are trying to build. 

Gabrielle Walker, Founder and Director, Valence Solutions

FROM TALK TO ACTION: HOW INDUSTRY LEADERS ARE DRIVING PROGRESS TO NET-ZERO
Private asset investors have a pivotal role to play in allocating capital in the race to net-zero to ensure global temperatures stay well under 2°C. Hear how investors are aligning their portfolios with a low-carbon economy, from incorporating climate metrics into financial measures to identifying sustainable investment opportunities and successfully engaging companies and external stakeholders. What targets are being set for portfolios to address climate concerns and how is progress being measured? What more can investors do to build portfolios for a 1.5°C degree world?

Moderator: Ken O'Brien, Executive Director, MSCI
Remy Briand, Head of ESG, MSCI
Laura Craft, Head of ESG, Heitman
David DeVos, Global Head of ESG, LaSalle Investment Management

HOW DATA AND TECHNOLOGY ARE DISRUPTING THE REAL ESTATE INDUSTRY
The explosion in data and new disruptive technologies are reshaping real estate investing. From walk scores to mobile phone signal patterns, unconventional metrics powered by machine learning are enabling early adopters to improve measurement of investment returns and risk. What non-traditional data sources are on the horizon? How can investors stay ahead of digitization trends and integrate the latest advances into their investment process.

Moderator: Will Robson, Global Head of Real Estate Solutions Research, MSCI
Nathalie Charles, Deputy CEO, BNP Paribas Real Estate
Dean Hopkins, COO, Oxford Properties
Sabina Reeves, Global Chief Economist and Global Head of Real Assets Research, CBRE Investment Management

PRIVATE ASSET INVESTING: GREATER SIGNIFICANCE BRINGS GREATER SCRUTINY
Investors continue to increase their allocations to private assets; something they have done for many years as they’ve sought enhanced returns, diversification, income, and inflation protection. Yet these investments come with significant challenges such as liquidity and transparency. With private assets now comprising such a significant slice of institutional portfolios, is the asset class capable of providing the answers to the increasingly sophisticated question being asked of it?  In this session leading investors will describe how they allocate capital to private assets and make sure they are getting the exposures they are looking for in the face of such challenges.

• Where are the most attractive opportunities – private equity, debt, infrastructure or real estate? 
• What frameworks do investors use to evaluate allocations and investments? 
• Have capital flows gotten ahead of the data and transparency needed for evaluating investments?
• What does this mean for managers who have expanded from real estate into private assets?
• How are climate considerations impacting asset allocations and performance?
• What does the future hold for private asset investing? 
• Is the investment case of private vs public assets still as compelling as it once was?

Moderator: Jay McNamara, President of Burgiss
Anne Breen, Head of Real Estate Investment Strategy, abrdn
Chris Kojima, Global co-Head of Alternatives Capital Markets and Strategy, Goldman Sachs
Steve Moseley, Deputy CIO, Head of Private Markets & Alternative Investments, Alaska Permanent Fund Corporation
Alan Synnott, Global Head of Product Strategy & Research,  BlackRock Real Assets

OPENING REMARKS

THE SEARCH FOR TRANSPARENCY IN THE ASIA PACIFIC MARKET
As investors look to allocate more capital to the Asia-Pacific region, transparency becomes fundamentally more important. New data sources are revealing important insights. Is now a good time to invest in Asia-Pacific real estate and infrastructure?  Which markets and sectors hold the best cash flow growth prospects in a post-pandemic recovery? How should investors think about risk? What lessons can be learned from the Australia market on transparency?  

Moderator: Varun Malik, Head of APAC Real Estate Coverage, MSCI 
Callum Bramah, Head of Strategy & Corporate Development, GPT Group
Han Hwee Chin, Senior Vice-President Research and Strategic Planning, GIC
Bryan Reid, Real Estate Solutions Research, MSCI 
Sigrid Zialcita, CEO, APREA 

CLIMATE TRANSITION RISK AND THE PATH TO NET-ZERO FOR ASIA-PACIFIC REAL ESTATE
Climate transition risk varies dramatically across the Asia-Pacific property market with Japan potentially facing one of the largest valuation hits on the journey to net-zero carbon emissions. What new investment frameworks are leading investors adopting to prepare for emerging risk factors and changing climate regulations? How can new measures like Climate Value-at Risk help investors build more sustainable property portfolios? 

Moderator: Ben Wyburd, Real Estate Client Consultant, MSCI
Esther An, Chief Sustainability Officer, City Developments Ltd
Brendan Baker, ESG Solutions Research, MSCI 
Rory Martin, Head of Sustainability, Frasers Property Australia
Chris Nunn, Head of Platform Operations and ESG Investing, AMP Capital Real Estate