Congress Informations 2022
24 June 2022
The host reserves the right to make changes with regard to content, time and event forum
Moderators
HIH Invest Forum in Cinema 2:
Professor Dr Steffen Sebastian, Holder of the Chair for Real Estate Finance and Deputy
Managing Director of the IREBS Institute for Real Estate Management
INTREAL Forum in Cinema 3:
Yvonne Hoberg, Founder, GLOWING MIND I Communications & Transformation
BMO Forum in Cinema 4:
Sevgi Metzger, Management Consultant, Sevgi Communications - Kommunikation & Brandmarketing
Time
Location
Theme
Content
from 8.30 am
Zoo Palast
Entry and opening exhibition
from 10.00 am
Roca at Waldorf
Astoria and
ZooBa at Zoo Palast and Pho-Noodlebar (left of Zoo Palast)
Restaurants open
9.30 - 9.35 am
HIH Invest Forum
(Cinema 2) Transmission
to all
forums and the foyer;
in INTREAL Forum
(Kino 3) with simultaneous
translation
German-English
Welcome
Welcome Notes
Professor Dr Steffen Sebastian, Holder of the Chair for Real Estate Finance and Deputy Managing Director of the IREBS Institute for Real Estate Management
9.35 - 10.35 am
HIH Invest Forum
(Cinema 2) Transmission
to all
forums and the foyer;
in INTREAL Forum
(Kino 3) with simultaneous
translation
German-English
Perspectives
The new global regime between inflation, interest rate development and geopolitical risks for money flows and German investments abroad
Professor Dr Dr h.c. mult. Hans-Werner Sinn, President Emeritus at the Ifo Institute and Professor at the Ludwig-Maximilians-Universität Munich
Followed by questions from
Jochen Schenk, Vice President, ZIA Zentraler Immobilien Ausschuss e.V. / Chairman of the Board, Real I.S. AG
10.40 - 11.35 am
HIH Invest Forum
(Cinema 2)
Market and use
The big logistics and industrial real estate round
Part 1 - Logistics routes in Europe and returns: With the demand hype for logistics real estate, is there still an adequate risk premium for investors at all and if so, where are logistics investments worthwhile now? Which regions will become the logistics routes of the future?
Part 2 - Corporate real estate
Is real estate used by manufacturing SMEs the new "safe heaven" as an investment class? Or are rural locations and a lack of third-party usability often too high an investment risk?
Presented by Swiss Life Asset Managers Deutschland GmbH and Beos AG
Discussion leader:
Nicolas Roy, Head of Industrial & Logistics Germany, Colliers
Participants:
Michael Bohde, Managing Director, Head of Germany, Cromwell Property Group
Jan Philipp Daun, Managing Director, GARBE Industrial Real Estate GmbH
Daniel Hohenthanner, MRICS, Director Investment, Savills Investment Management
(Germany) GmbH
Wolfgang Holzberger, LL.M., Senior Investment Manager Logistics, Catella Real Estate AG
Ingo Steves, Managing Partner, BEOS Logistics, Member of Swiss Life Asset Managers Deutschland GmbH
10.40 - 11.35 am
INTREAL Forum
(Cinema 3)
with simultaneous
translation German-
English
Perspectives
Presented by LaSalle Investment Management
NZC - Net Zero Carbon: On the way to climate-neutral real estate. What requirements
does this mean for new construction and renovation of existing buildings?
Discussion leader:
Axel Wünnenberg, Managing Partner, Quadoro Investment GmbH
Introductory lecture:
David Ironside, Encore+ Fund Manager, LaSalle Investment Management
Impulse statement: CO2 risk management from an analyst‘s perspective:
Marco Scheurer, Managing Director, Sustainable Real Estate AG
Participants:
Holger Hosang, Managing Partner, Sonar Real Estate GmbH
Alexander Klier, Sales Energy Services, Key Account Manager Real Estate Industry Southern Germany, RheinEnergie AG
10.40 - 11.35 am
BMO Forum
(Cinema 4)
Liquid Assets
Is the attractiveness of debt investments vs. direct and indirect equity investments increasing in real estate investments? Rising interest rates
and falling rental yields. Are we facing a change of paradigm for investment alternatives with real estate risk? Which FC investments are suitable?
Discussion Leader:
Nikolaus von Raggamby, Chairman of the Management Board, RUECKERCONSULT GmbH
Participants:
Christoph Korte, Managing Director Insurance Operations and Real Estate, Versorgungswerk der Ärztekammer Westfalen-Lippe
Michael Morgenroth, CEO, CAERUS Debt Investments AG
Sascha Pinger, Managing Director, Versorgungswerk der Wirtschaftsprüfer und der vereidigten Buchprüfer im Lande Nordrhein-Westfalen (WPV)
Reiner Stöhr, Board of Directors, Rentenzuschusskasse der N-ERGIE
Jan von Graffen, Managing Director, BF.capital GmbH
11.35 - 12.35 am
Networking
Discussion time
12.25 -12.35 am
TPP TV Studio
Active break
Opportunity for an active event break: loosening up and stretching without sweating, TPP TV studio in front of the Zoo Palast
Sebastian Finis, Founder, Sebastian Finis Fitness & Health Experts
12.40 am - 1.20 pm
HIH Invest Forum
(Cinema 2)
Depot A
Are banks‘ Depot A facing a strategic realignment? What are the consequences of the new capital weighting (CRR-Capital Requirements Regulation), the increased cost of debt capital, an imminent interest rate turnaround and the increased global risks on the real estate ratio and new investments at savings banks/banks?
Discussion leader:
Tobias Kotz, Executive Director, Head of Client Relations & Capital Funding, Real I.S. AG Gesellschaft für Immobilien Assetmanagement
Introductory lecture:
André Rieß, Deputy Head of Department, Corporates & Markets Business Area, Bayerische Landesbank​​​​​​​
Participants:
Daniel Gerth, Depot A Manager, Sparkasse Mittelsachsen
Dr Joachim Köhne, Head of Investments Department, Authorised Signatory, Hamburger Sparkasse AG
Joachim Kumme, Head of Department Own Investments, Kreissparkasse Ludwigsburg
12.40 am - 1.20 pm
INTREAL Forum
(Cinema 3)
with simultaneous
translation German-
English
Market and use
Office hot spots - where are investments in office real estate worthwhile now?
Introductory lecture and discussion leader:
Alexander Kropf, Head of Capital Markets, Cushman & Wakefield Germany
Ingo Bofinger, Managing Director, AFIAA Anlagestiftung für Immobilienanlagen
im Ausland
Dominik Brambring, Managing Director, Head of Germany, PGIM Real Estate
Jan Heidelmann, Managing Director, MOMENI Group
Jan Schlüter, Director of the Real Estate Department, Nordrheinische Ärzteversorgung
12.40 am - 1.20 pm
BMO Forum
(Cinema 4)
Regulation
Presented by DLA Piper
ESG in financing practice - Green Loans and Sustainability Linked Loans
Lecture:
Martin Wilmsen, Counsel, DLA Piper UK LLP
1.25 - 2.05 pm
HIH Invest Forum
(Cinema 2)
Depot A
Depot A: Solution approaches for external real estate asset management
Strategies between pooled funds, contribution funds and master funds. Pros and cons for Depot-A strategies
Keynote speech and discussion leader:
Anselm Krieg, Executive Director Master Fund Management, Institutional Investment Partners
Participants:
Dr Anja Hubig, Direktorin Treasury, Ostsächsische Sparkasse Dresden
Christian Röling, Management BraWo Invest, Volksbank eG Braunschweig Wolfsburg
Kai-Uwe Schlißke, Deputy Member of the Board, Sparkasse Fürth
1.25 - 2.05 pm
INTREAL Forum
(Cinema 3)
with simultaneous
translation German-
English
Perspectives
Long Lease Real Estate as a Secure Calculation and Cash Flow Basis? Are long-term leases gaining in importance against the backdrop of rising refinancing costs? Which constructions between private and public users are conceivable? Are sale and lease backs suitable as a basis for PPP models? What returns can investors expect? What happens to the real estate after the lease back period?
Discussion leader:
Eva Welzenbach, Managing Director, Advenis Germany GmbH
Lecture:
Lee McDowell, Fund Manager, M&G International Investments S.A.
Participants:
Hermann Aukamp, Management consultant for institutional investment strategies
Ingo Bofinger, Geschäftsführer, AFIAA Anlagestiftung für Immobilienanlagen im Ausland
Dr Martin Leinemann, Member of Management Board, Arbireo Capital AG
1.25 - 2.05 pm
BMO Forum
(Cinema 4)
Liquid assets
Real estate debt as an investment strategy for insurance companies and pension funds
Which debt investments do investors in the real estate segment make in the private and institutional segments? Under what conditions are FC exposures
converted into equity exposures?
Discussion leader:
Hanno Kowalski, Managing Partner, FAP Invest GmbH
Participants:
Dr Anton Buchhart, Divisional Manager Investment, Barmenia Versicherungsgruppe
Michael Gryszkiewicz, Real Estate Department Investment, Versorgungswerk der Rechtsanwälte NRW
Thomas Ronfeld, Bank Director, Head of Alternative Investments, DONNER & REUSCHEL Aktiengesellschaft – Signal Iduna Versicherungsgruppe
2.10 - 2.55 pm
HIH Invest Forum
(Cinema 2)
ESG
ESG stocktaking: where do investors and managers stand in the implementation of ESG criteria in investment strategy and investments for Article 8 and 9 funds?
Discussion leader:
Hannah Dellemann, ESG Officer, INTREAL International Real Estate Kapitalverwaltungsgesellschaft mbH
Participants:
Ludger Wibbeke, Managing Director, HANSAINVEST Hanseatische Investment-GmbH
Konstantin Hähndel, Managing Director, ACCUMULATA Real Estate Investment Management GmbH
Christoph Schulte, Team leader Treasury, Pax-Bank eG
Carolina von Groddeck, Head of Germany, Savills Investment Management (Germany) GmbH
2.10 - 2.55 pm
INTREAL Forum
(Cinema 3)
with simultaneous
translation German-
English
Perspectives
Cost transparency for opex, capex and management: Are transparent allocation processes and cost optimisation a solution to increase the attractiveness of investments in times of rental yield compression?
Discussion leader:
Professor Dr Matthias Thomas, Senior Director Institutional Sales, Real Exchange AG
Introductory lecture:
Marc-Andre Köhler, CAIA, Geschäftsführender Gesellschafter, Novovest Asset Consulting GmbH
Participants:
Alexander Happ, Managing Director, ASSIDUUS Development GmbH
Immo von Homeyer, Head of Business Development DACH, Art-Invest Real Estate Funds GmbH
2.10 - 2.55 pm
BMO Forum
(Cinema 4)
Investment-strategies
The Advisory Board Talk: Reflection of INVESTMENTexpo 2022
What trends and investment strategies are emerging between direct and indirect real estate investment with equity or debt investments? What role do project developments vs. portfolio investments play? Where does the industry stand in terms of ESG implementation and what do managers and
investors still have to prepare for? How do the advisory boards assess the results for their own investment behavior?
Discussion leader:
Alexander Lehnen, Partner, ARNECKE SIBETH DABELSTEIN Rechtsanwälte Steuerberater Partnerschaftsgesellschaft mbB
Participants:
Anna-Lena Budde, Deputy Managing Director, Leitung Kapitalanlagen, Norddeutsche Kirchliche Versorgungskasse (NKVK)
Christiane Eckert MRICS, BSc., Chief Advisor, Life Assurance Devision
Joachim Kumme, Department Director Proprietary Investments, Kreissparkasse
Ludwigsburg
Karsten Müller-Uthoff, Management consultant for institutional investment strategies
Jan Schlüter, Head of Real Estate Department, Nordrheinische Ärzteversorgung
2.50 - 3.00 pm
HIH Invest Forum
(Cinema 2)
Transmission to all
forums and the foyer;
in INTREAL Forum
(Kino 3) with simultaneous
translation
German-English
Closing notes in every forum
Summary and conclusion
Professor Dr Steffen Sebastian, Holder of the Chair for Real Estate Finance and Deputy Managing Director of the IREBS Institute for Real Estate Management
Thomas Rücker, Managing Director, RUECKERCONSULT GmbH
3.00 pm
End of INVESTMENTexpo 2022