Join over 150 global real estate leaders at the historic NYSE to learn about the current state of the global real estate markets. As the real estate industry - and the world around us - continues its rapid evolution, you’ll hear from industry thought leaders and visionaries on how to navigate the global real estate landscape and where to find the global market opportunities. Panel sessions and case studies will bring to life the challenges of and agility needed when doing business in global markets. Returning to New York for its 7th year, the James A. Graaskamp Center for Real Estate at the University of Wisconsin-Madison is proud to partner with Toll Brothers to host this premier industry forum.
The University of Wisconsin-Madison has a long and honored tradition of excellence in education and research in the discipline of real estate and urban land economics. Through events like this conference, the James A. Graaskamp Center for Real Estate is setting the standard for real estate in the new millennium.
Read the event recap here.
Thursday, November 9, 2017
New York Stock Exchange
Please allow extra time for security screening. A state-issued ID will be required.
Sponsored by Metzler Real Estate
NYSE Freedom Hall
Welcome & Introductory Remarks
Michael Brennan, Irgens Executive Director, James A. Graaskamp Center for Real Estate, University of Wisconsin-Madison
The Big Picture: Global Trends in Real Estate
Robert White, CRE, FRICS; Founder & President, Real Capital Analytics, Inc.
Session 1: The Global Investment Market: Lots of Money, Lots of Markets
Sponsored by Arch Street Capital Advisors
Around the world, historically low interest rates and increased savings have produced higher allocations to real estate and pushed yields to record low levels. While some of the capital is coming from familiar countries or regions – like Canada, Germany and the Middle East, Asian investors increasingly are active. “Core” still is the preferred strategy for many institutions, but others are taking on more risk and returning to emerging markets like Brazil, India and central Europe. This panel will look at where money is likely to come from in 2018 and how and where it will be invested.
Moderator: Brad Olsen, President, Atlantic Partners, Ltd.
Panelists: Fahed Boodai, Chairman & Co-Founder, Gatehouse Capital in Kuwait, Gatehouse Bank in London, & Gatehouse Financial Group
Catherine Ann Marshall, President, RealAlts
Masashi Otake, President & CEO, Otake Global Capital LLC
Thomas Shapiro, President & Founder, GTIS Partners
Sponsored by US Bank
Session 2: Global Infrastructure: How Public-Private Partnerships and Creative Financing Solutions Can Address Infrastructure Challenges Across the Globe
The poor condition of roads, bridges and tunnels - the conventional categories of infrastructure in the U.S., which are pre-conditions for successful real estate markets - will require massive amounts of capital to modernize. Beyond this, upgrades to airports, seaports and rail systems; IT infrastructure; water and air improvements and other necessities of modern life and commerce, also roll up into the infrastructure category. The several trillion dollars of capital required to modernize infrastructure and prepare for the future has created its own asset class and demands creative alternative financing solutions.
This panel will look at the scale of the problem, what solutions have worked around the globe, and how sophisticated and opportunistic investors are thinking about investing in infrastructure.
Moderator: Frederick Cooper, Senior Vice President, Finance, International Development & Investor Relations, Toll Brothers
Panelists: Georges J.G. Arbache, Director-Power, Energy & Infrastructure, Lazard
John Graham, Principal, Global Transport Group, International Finance Corporation
Karl Reichelt, Senior Managing Director, AECOM Capital
|11:45 a.m.–12:45 p.m.
Session 3: Navigating Today's Global Debt Markets
Sponsored by Societe Generale
Most investors have historically been focused on owning the real estate equity, but the debt side of the equation is rapidly evolving as an asset class unto itself. Many have predicted that debt origination activity will reach or exceed 2007 levels as nearly every lender is back in the game, including CMBS originators. What can you expect from the global debt markets in 2018? Our panelists offer insight into the global lending environment as well as their underwriting parameters in an increasingly competitive lending environment.
Moderator: Marc Warren, Principal, Ackman-Ziff
Panelists: Ken Cohen, Managing Director and U.S. Head of Commercial Real Estate Structured Finance, Bank of America
Greta Guggenheim, President & Chief Executive Officer, TPG Real Estate Finance Trust
Mark Hudspeth, Executive Vice President, Head of Capital Markets, Vornado Realty Trust
Sponsored by Mayer Brown
Session 4: CEO Keynote Conversation: A View from the Top
Sponsored by Deloitte
What are the key emerging trends that will shape the real estate market in 2017? What does the future hold for global real estate investment and development? What do industry leaders say about the outlook for global real estate, metro areas, finance and capital markets, and other real estate issues? Leading voices in the global real estate industry will share their perspectives and predictions about what business leaders need to address as the future unfolds.
Moderator: Robert O'Brien, Global and US Real Estate & Construction Leader, Deloitte
Panelists: Chris Marlin, President, Lennar International
Daniel Neidich, Chief Executive Officer, Partner and Member of the Investment Committee, Dune Real Estate Partners
John Peyton, President and Chief Executive Officer, Realogy
Andra Ghent, Academic Director & Associate Professor, James A. Graaskamp Center for Real Estate
||Informal Networking Reception
Sponsored by Real Capital Analytics
NYSE Hamilton Room
Georges J.G. ArbacheBiographyDirector-Power, Energy & InfrastructureLazard Fahed BoodaiBiographyChairman and Co-FounderGatehouse Capital in Kuwait, Gatehouse Bank in London, & Gatehouse Financial Group Michael BrennanBiographyIrgens Executive DirectorJames A. Graaskamp Center for Real Estate, University of Wisconsin-MadisonChairman, Managing PrincipalBrennan Investment Group Ken CohenBiographyManaging Director and U.S. Head of Commercial Real Estate Structured FinanceBank of America Frederick CooperBiographySenior Vice President, Finance, International Development & Investor RelationsToll Brothers, Inc. Andra GhentBiographyAcademic Director & Associate ProfessorJames A. Graaskamp Center for Real Estate John GrahamBiographyPrincipal, Global Transport GroupInternational Finance Corporation Greta GuggenheimBiographyPresident & Chief Executive OfficerTPG Real Estate Finance Trust Mark HudspethBiographyExecutive Vice President - Head of Capital MarketsVornado Realty Trust Chris MarlinBiographyPresidentLennar International Daniel NeidichBiographyChief Executive Officer, Partner and Member of the Investment CommitteeDune Real Estate Partners Robert O'BrienBiographyGlobal and US Real Estate & Construction LeaderDeloitte Brad OlsenBiographyPresidentAtlantic Partners, Ltd. Masashi OtakeBiographyPresident & CEOOtake Global Capital LLC Karl ReicheltBiographySenior Managing DirectorAECOM Capital Thomas ShapiroBiographyPresident & FounderGTIS Partners Robert WhiteBiographyFounder and PresidentReal Capital Analytics
Location and Lodging
*IMPORTANT SECURITY INFORMATION*
All events will take place at the New York Stock Exchange, located at 11 Wall Street. Please use the 2 Broad Street Entrance at the corner of Broad Street and Wall Street. Names of all registered conference participants will be on a list with security at the Exchange. *Please bring a state-issued identification or passport and allow extra time for security screening.*
All events will take place at the New York Stock Exchange in the Freedom Hall.
Nearest subways to New York Stock Exchange:
2/3 or 4/5 to Wall Street; N, R, or W to Rector Street
There are a number of hotels in the Financial District convenient to the Exchange:
Club Quarters, Wall Street
52 William Street, New York, NY 10005
212-269-6400 | clubquarters.com
Holiday Inn Wall Street
126 Water Street, New York, NY 10005
1-888-465-4329 | holidayinn.com
W New York - Downtown
123 Washington Street, New York, NY 10006
646-826-8600 | wnewyorkdowntown.com
DoubleTree by Hilton Hotel New York City - Financial District
8 Stone Street, New York, NY 10004
212-480-9100 | hilton.com