Programme

Program of The INVESTMENTexpo 2023

The organiser reserves the right to make changes with regard to content, time and event forum

HIH Invest Forum at cinema 1
HANSAINVEST Forum at cinema 2
INTREAL Forum at cinema 3
Columbia Threadneedle Real Estate Partners Forum at cinema 4

 

11 May 2023

Program download
Program

Time

Location

Category

Topic

8:00 AM - 3:00 PM
Foyer Waldorf Astoria
Registration

Registration is also possible the day before: From 4 pm - 7 pm in the foyer of the Waldorf Astoria Hotel

Subject to change due to possible COVID rules of the state of Berlin

9:30 AM - 9:50 AM
HIH Invest Forum (Kino 1)
Welcome

Welcome notes and introduction to the conference app

Thomas Rücker, Managing Director, RUECKERCONSULT GmbH
Prof. Dr. Steffen Sebastian, Holder of the Chair for Real Estate Finance
and Deputy Managing Director of the IREBS Institute for Real Estate Management
Christian Stoschek, Managing Director, BRAND performance software GmbH

9:50 AM - 10:30 AM
HIH Invest Forum (Kino 1)
Society

Lecture: Heroes of the sea
Life on land affects life in the ocean. SDG 14 calls for oceans, seas and marine resources to be sustainably managed, protected, restored and used.

Facilitator:
Michael Denk
, Geschäftsführer, Quadoro Investment GmbH

Participants:
York Hovest, National Geographic Book Author

10:40 AM - 11:40 AM
Market and use

HIH Invest Forum (Kino 1)

Presentations and discussion:
North America: A market overview of key real estate markets in the U.S. and Canada. Managers discuss their investment approaches for residential, office, logistics and retail.

Who is the "better" manager for German investors? German managers with US or Canadian expertise or original North American management companies?

Keynote speech US Real Estate Markets
Daniel W Baker, Vice Chairman / Managing Director Central US, CBRE, Inc.
S. Chandler Sims II, Senior Vice President, CBRE, Inc.

Keynote Speech Canadian Real Estate Markets
Todd Bechard, Partner / Managing Director, RECan Global GmbH


Discussion leader:
Dr. Insa von Jürgensonn
MRICS, Managing Partner, Northbound One GmbH & Co. KG

Participants:
Daniel W Baker, Vice Chairman / Managing Director Central US, CBRE, Inc.
Ugo Bizzarri, CFA, Managing Partner & CEO, Hazelview Investments Inc.
Todd Bechard, Partner / Managing Director, RECan Global GmbH
Dr. Gisbert Beckers, Founding Partner, GAR German American Reality GmbH
Matthias Huesmann, Head of Portfolio Management Real Estate, Ärzteversorgung Westfalen-Lippe
Shawn Lese, Chief Investment Officer and Head of Funds Management, Nuveen Real Estate
S. Chandler Sims II, Senior Vice President, CBRE, Inc.

 

Columbia Threadneedle Real Estate Partners Forum (Kino 4)

Project and district development
Two presentations followed by expert discussion:

Opportunities for urban neighborhoods in the city and on the outskirts. Intelligent ecological concepts in the neighborhood - how do neighborhoods become "green"?

Discussion leader:
Christof Hardebusch, Managing director, RUECKERCONSULT GmbH

Participants:
Felix Gold, Managing Director, DIEAG Investmentmanagement GmbH
Dr. Mario Reimer, Managing Director, kza.plant GmbH

HANSAINVEST Forum (Kino 2)

Discussion: Infrastructure special funds were newly introduced with the Fund Location Act 2021 - what has happened since then?

How are infrastructure investment funds designed? What are the plans on the investor side? Which investors are showing an interest in investing?

Discussion leader:
Robert Guzialowski, Head of Business Development Real Assets, HANSAINVEST Hanseatische Investment-GmbH

Participants:
Dominik Barton, Geschäftsführender Gesellschafter, Barton & Co. GmbH
Torsten Doyen, Vorstand, Chief Institutional Business Officer, DIC Asset AG
Nils Driemeyer, Finance Director, Luxcara GmbH
Andrea Lehmann-Gutermuth, Managing Director, Selinus Capital Advisors GmbH

INTREAL Forum (Kino 3)

Part 1
Lecture: The current fund barometer - what are the current investor strategies?

Dr. Sven Helmer, MRICS, CIIA, Managing Director, LAGRANGE Financial Advisory GmbH

11:10 AM - 11:40 AM
INTREAL Forum (Kino 3)
Investment strategies

Part 2
Lecture: Charging structures of German and international funds - a comparison

Frank Müller, Attorney at Law, Partner, Mc Dermott Will & Emery, Attorneys at Law Tax Advisors LLP

11:45 AM - 12:15 PM
Society

Columbia Threadneedle Real Estate Partners Forum (Kino 4)

** Unfortunately this programme item is cancelled**

Lecture: Clean water
Solutions for obtaining clean drinking water in developing countries and water quality and reclamation in real estate.

SDG 6 calls for clean water and sanitation. A practical example of availability and sustainable water management.

Alexander Lattmann, CEO, Blueplanet Investments AG

HANSAINVEST Forum (Kino 2)

Lecture: Alternative investments in times of crisis
Are alternative investments really a good protection for the institutional portfolio? An empirical analysis of various alternative investments in the biggest crises of the last 40 years.

Christoph Junge, Head of Alternatives, Velliv, Pension & Livsforsikring A/S, Denmark

HANSAINVEST Forum (Kino 2)

Lecture: North America
Investment structures for German institutional investors in Canada and the USA.

Participiants:
Dr. Marie-Theres Rämer
, Partner, DLA Piper UK LLP

INTREAL Forum (Kino 3)

Lecture: Real Estate Investments in Asia

Simon Treacy, CEO Private Equity Real Estate, CapitaLand Investment Limited

12:25 PM - 1:20 PM
Four restaurants to choose from
Lunch und Networking

Time for exchange and conversation

We will be happy to welcome you to one of the locations below:

PHO Noodlebar (10:00 - 17:30 Uhr)
ZooBa (10:00 - 17:30 Uhr)
Jim Block (10:00 - 17:30 Uhr)
ROCA (11:00 - 15:00 Uhr)
Catering from Waldorf Astoria (in the tent in front of the Zoopalast) (11:00 - 15:00 Uhr)

1:20 PM - 2:05 PM
Politics and regulation

HIH Invest Forum (Kino 1)

Discussion: One year after the energy transition - the big energy roundtable

How have the gas price and electricity price brakes worked and functioned? What subsidies will there be for the production and use of renewable energies and what does the industry expect in terms of cost distribution between owners and users?

Discussion leader:
Iris Hagdorn, Head of Sustainability,  HIH Invest Real Estate GmbH

Participants:
Aygül Özkan
, Deputy Chief Executive Officer, ZIA Zentraler Immobilien Ausschuss e.V.
Jochen Schenk, Vorsitzender des Vorstandes, Real I.S. AG
Prof. Dr.-Ing. Viktor Grinewitschus, Professor for technical building equipment and energy issues in the real estate industry, EBZ Business School GmbH

HANSAINVEST Forum (Kino 2)

Keynote and discussion:
Investments in renewable energy - opportunities and risks of an asset class: One year after the energy crisis: which infrastructure investments in the energy sector have gained acceptance and what are the stumbling blocks? Direct or indirect and in which countries are the investment opportunities? Which energy sources are in focus? Contract design, maturities and returns.

What are the opportunities and risks of energy investments? A look at utilization contracts, maturities and yields. Which energy sources are the focus of asset managers and investors?

Discussion leader:
Christian Moersch
, Executive Board, HANSAINVEST LUX S.A.

Keynote:
Alexander Lehnen, Attorney, partner, Arnecke Sibeth Dabelstein Rechtsanwälte Steuerberater Partnerschaftsgesellschaft mbB

Participants:
Eberhard Haug, Director Asset Management - Liquid Investments, Finance, M&A and Investor Relations, EnBW Energie Baden-Württemberg AG
Markus W. Voigt, Geschäftsführender Direktor, AREAM Group SE
Holger Pfleger, Chief Representative, FOM Invest GmbH
Alexander Lehnen, Rechtsanwalt, Partner, Arnecke Sibeth Dabelstein Rechtsanwälte Steuerberater Partnerschaftsgesellschaft mbB

INTREAL Forum (Kino 3)

Keynote presentation and discussion: Inventory
How have we progressed since INVESTMENTexpo 2022 with the Taxonomy and its implementation?

Keynote:
Dr. Kati Beckmann, Partnerin, Greenberg Traurig Germany, LLP

Discussion leader:
Dr. Kati Beckmann
, Partnerin, Greenberg Traurig Germany, LLP

Participants:
Christoph Schulte, Treasury team leader, Pax-Bank eG
Dr. Bernd Wieberneit, Managing Director, FOM Invest GmbH
Prof. Dr. Robert Göötz,  Geschäftsführer, Real Blue Kapitalverwaltungs-GmbH

Columbia Threadneedle Real Estate Partners Forum (Kino 4)

Discussion: Logistics Expert panel
How is de-globalization changing the logistics market?

Is de-globalization even possible? What are the implications for supply chains and logistics hubs? What would have to happen in Germany and Europe to link production and supply chains closer to their own economies?

Discussion leader:
Christian Paulsen
, Manager Indirect Investments, Generali Real Estate S.p.A.

Participants:
Christopher Garbe, Geschäftsführender Gesellschafter, GARBE Industrial Real Estate GmbH
Niklas Brouns, Expansion Deutschland, Picnic GmbH
Mathias Leidgeb, Geschäftsführender Gesellschafter, Palmira Capital Partners GmbH
Andreas Wesner, Vorstand und Vorstandssprecher, Catella Real Estate AG

2:10 PM - 2:55 PM
Market and use

Columbia Threadneedle Real Estate Partners Forum (Kino 4)

Discussion:
Retail - future of the inner cities
What are the solutions for inner-city retail real estate?

New concepts for resuscitation under discussion

Discussion leader:
Susanne Klaußner MRICS, Managing Partner, DIR Deutsche Investment Retail GmbH

Iris Schöberl, Managing Director Germany & Head of Institutional Clients, CT Real Estate Partners GmbH & Co. KG
Manuel Jahn, Managing Director, Habona Invest Consulting GmbH
Dr. Carsten Fischer, CEO / Company Founder, VALUES. Real Estate Holding GmbH
Markus Schmitt-Habersack, Managing Director, ECE Real Estate Partners GmbH

HANSAINVEST Forum (Kino 2)

Discussion: Decarbonization strategies for existing properties.
What solutions are available for residential, office, retail and logistics properties? What solutions does the construction industry offer? What will happen to properties in peripheral communities that have not been the focus of redevelopment so far?

Discussion leader:
Dr. Joachim Lohse
, Managing Director, ZIA Zentraler Immobilien Ausschuss e.V.

Participants:
Dirk Bratschke
, Head of Real Estate, Vibro Group
Dirk Hasselbring, Managing Director, d.i.i. Deutsche Invest Immobilien AG
Peter Finkbeiner, CEO, Primonial REIM Germany AG
Christoph Gutknecht, Managing Director, United Climate ESG Consulting GmbH

INTREAL Forum (Kino 3)

Discussion: Solutions for measuring ESG parameters:
data collection, benchmarks, certificates and monitoring.

Managers, digitization and and construction experts discuss requirements, opportunities and the state of the art.

Discussion leader:
Holger Hosang, Managing Partner, Sonar Real Estate GmbH

Participants:
Marc Blaser
, Relationship Manager, Sustainable Real Estate AG
Ahmet Kurum, Head of Technical Assetmanagement, Real I.S. AG
Thomas Heidelberger MRICS, Managing Director, REICON Consulting GmbH
David Broussard, Leiter der Abteilung Nachhaltigkeit International, ISG Deutschland GmbH
Marc Mockwitz, Managing Director, Cloudbrixx GmbH

HIH Invest Forum (Kino 1)

Impulse lecture and discussion: Europe
Where and in which types of use is it worth investing today?
Experts discuss investment strategies, destinations and uses.

Discussion leader:
Sascha Pinger, Managing Director, Versorgungswerk der Wirtschaftsprüfer und der vereidigten Buchprüfer im Lande Nordrhein-Westfalen (WPV)

Keynote:
Mika Matikainen
, Managing Partner, CapMan Real Estate Oy

Participants:
Mika Matikainen, Managing Partner, CapMan Real Estate Oy
Philip La Pierre, Head of Europe, LaSalle Investment Management Kapitalverwaltungsgesellschaft mbH
Gerhard Lehner, Managing Director und Head of Fund Management Germany, Savills Investment Management (Germany) GmbH
Christina Ofschonka, Managing Director & Head of Fund Management, AEW Invest GmbH

3:00 PM - 3:45 PM
Market and use

Columbia Threadneedle Real Estate Partners Forum (Kino 4)

Discussion: Trade and expansion strategies from a user perspective.
A conversation with food and non-food expansion managers.

Discussion leader:
Jörn Burghardt,
Managing Director, GPEP GmbH

Participants:
Christian Schneider
, Head of Expansion REWE, REWE GROUP
Christopher Schardt, CEFA, Leiter Expansion Außendienst Südwest, Dirk Rossmann GmbH
Martin Eilbacher, Investment Manager Real Estate, Investment Real Estate (KI), SV Savings Banks Insurance
Henrik Stohr, Head of Standortentwicklung PENNY National, PENNY Markt GmbH
Stefan Berg, Key Account Manager Germany,Action Deutschland GmbH

HIH Invest Forum (Kino 1)

Discussion Affordable Housing
Conflicting with investor interests? What are the opportunities and risks of investing in residential real estate in the mid-range and lower rental segments?

Discussion Leader:
Christiane Eckert,
Head of Real Estate, PBU Pædagogernes Pension

Participants:
Dr. Steffen Hartmann, Business Development & Strategy, INDUSTRIA WOHNEN GmbH
Dirk Jörns, Head of Department Real Estate Clients Germany, LBBW Landesbank Baden-Württemberg
Michael Keune, Managing Director, Catella Residential Investment Management GmbH
Immo von Homeyer, Head of Business Development DACH, Art-Invest Real Estate Funds GmbH
Stefan Hellwig, Managing Director DACH - Capital Raising & Client Relations, Heimstaden Invest GmbH

HANSAINVEST Forum (Kino 2)

Impulse lecture for differentiation and discussion: Data Center, Life science and research real estate
Specialized real estate or infrastructure investment?

What special features have to be taken into account in development, operation, financing and investment? Are there already specialized investment products?

Discussion leader:
Symon Godl, Group Asset Management Officer, Deutsche Finance Group

Keynote:
Symon Godl, Group Asset Management Officer, Deutsche Finance Group

Participants:
Karsten Müller-Uthoff,
Consultant, advisory board and supervisory board member at various asset management companies
Sebastian Dooley, Senior Fund Manager, Principal Global Investors (EU) Limited
Berthold Becker, Managing Director, TSC Real Estate Germany GmbH
Patrick Brinker, Head of Real Estate Investment Management, Hauck Aufhäuser Lampe Privatbank AG

INTREAL Forum (Kino 3)

Presentations: Current issues in the design and implementation of ESG and NZC strategies.
Five short presentations of 10 minutes each.

Facilitator:
Alexander Hoff
, Managing Partner, Palmira Capital Partners GmbH

Participants:
Ahmet Kurum,
Head of Technical Assetmanagement and Sustainable Development, Real I.S. AG
Alex Radler, Project Director Berlin,  ISG Deutschland GmbH
Laura Jockers, Global Head of ESG, M&G Real Estate
Prof. Dr. Marion Peyinghaus, Managing Director, Competence Center Process Management Real Estate (CCPMRE GmbH)
Alexander Hoff, Managing Partner, Palmira Capital Partners GmbH

3:45 PM - 4:30 PM
Three restaurants to choose from
Networking

Time for exchange and conversation

We will be happy to welcome you to one of the locations below:

PHO Noodlebar (10:00 - 17:30 Uhr)
ZooBa (10:00 - 17:30 Uhr)
Jim Block (10:00 - 17:30 Uhr)
Catering from Waldorf Astoria (in the tent in front of the Zoopalast) (15:00 - 17:00 Uhr)

4:30 PM - 5:15 PM
Market and use

HIH Invest Forum (Kino 1)

Discussion: Residential - niche or already mainstream
From a manager and investor perspective, where will micro-living and mixed-use properties be in 2023?

Apartment living, co-living, senior living. New Work and Mixed-Use Concepts Still in Investment Focus? What are the advantages and disadvantages of residential and commercial concepts from an investor's point of view?

Discussion leader:
Karsten Müller-Uthoff,
consultant, advisory board and supervisory board member at various asset management companies.

Participants:
Frank Sievert,
Member of the Board of Management, uniVersa Lebensversicherung a.G.
Marcus Eilers, Head of European Residential, M&G Luxembourg S.A.
Ali M. Asefoglu, Executive Director / Head of Investments, Engel & Völkers Gewerbe Berlin GmbH & Co. KG
Dr. Nicole Arnold, Member of the Board, Commerz Real AG

 

HANSAINVEST Forum (Kino 2)

Discussion: Social and public infrastructure real estate

What is the demand for social and public infrastructure real estate in new construction and renovation? How are investments structured? Are PPP models one way? What role does operator competence and creditworthiness play?

Discussion Chair:
Horst Lieder, Managing Director, Audere Equity GmbH

Participants:
Dr. Helmut Matthey
, Lawyer and advisor to institutional investors
Nikolas Jorzick, Managing Director, Hamburg Team Investment Management GmbH
Bernhard Goldmann, Director Corporate Finance, FELLOW CAPITAL PARTNERS S.à r.l.
Dieter Seitz, Geschäftsführer, LHI Capital Management GmbH
Oliver Grossmann, CFO & Founder, NEXT Generation Invest AG

 

Columbia Threadneedle Real Estate Partners Forum (Kino 4)

Keynote and discussion: What are the implications of EU taxonomy and ESG requirements for real estate asset and property management?

Interfaces, new processes, stakeholder management

Discussion leader:
Sandy Bierwirth-Zeussel, Deputy Head RICS Professional Group Asset Management Germany, RICS Deutschland Limited

Keynote:
Carolina von Groddeck
, Head of Germany, Savills Investment Management (Deutschland) GmbH

Participants:
Jörg Thomas, Head of Real Estate and Financing Department, Barmenia Krankenversicherung AG
Carolina von Groddeck, Head of Germany, Savills Investment Management (Deutschland) GmbH
Kurt Jovy, Head of Real Estate Product Management, Universal-Investment-Gesellschaft mbH

INTREAL Forum (Kino 3)

Keynotes and discussion: Real estate data and its impact on active and passive equity fund strategies for REITs and real estate equities.

An assessment by capital, asset and investment managers

Discussion leader:
Dr. Dirk Rathjen, Vorstand, Institut für Vermögensaufbau (IVA) AG

Keynote 1: Real Estate Data as a basis for equity investments:
Andreas Welter, Senior Portfolio Manager Kempen Listed Real Estate Strategy, Kempen Capital Management N.V.

Keynote 2: Active vs. passive strategies for investing in real estate stocks and REITs
Andreas Lindner, Managing Director, DF Deutsche Finance Securities GmbH

Participants:
Michael Steindler, Managing Director, DF Deutsche Finance Securities GmbH
Andreas Welter, Senior Portfolio Manager Kempen Listed Real Estate Strategy, Kempen Capital Management N.V.
Claudia Reich Floyd, Global Portfolio Manager, Hazelview Investments Inc.

5:15 PM - 6:00 PM
Depot A, secondary market and liquid investments

INTREAL Forum (Kino 3)

Discussion: secondary market for open-ended special AIFs Status report on supply and demand

Are contribution funds a profitable solution for institutional investors?

Discussion leader:
Prof. Dr. Ulrich Nack
, Professor of General Business Administration, in particular Real Estate Management for Commercial Properties, EBZ Business School GmbH

Participants:
Matthias Huesmann
, Head of Portfolio Management Real Estate, Ärzteversorgung Westfalen-Lippe
Dr. Kaja Bader, Head of Fund Management Real Assets, Helaba Invest Kapitalanlagegesellschaft mbH
Dr. Sven Helmer, MRICS, CIIA, Managing Director, LAGRANGE Financial Advisory GmbH
Hermann Aukamp, Management Consultant for Institutional Investment Strategies

Columbia Threadneedle Real Estate Partners Forum (Kino 4)

Impulse lecture and discussion: Advantage Vienna
What makes Austria's capital so attractive to investors in stormy times.

Discussion leader:
Jörn Zurmühlen, Vorstand, Real Exchange AG

Participants:
Sebastian G. Nitsch
, CEO, 6B47 Real Estate Investors AG
Guido Radlspeck, Lead Director Valuation & Transaction Advisory, Jones Lang LaSalle SE
Jenni Wenkel, Vorstand,  Union Investment Real Estate Austria AG

HANSAINVEST Forum (Kino 2)

Keynote speech and discussion: Manage to ESG - decarbonisation and beyond: making properties fit for the future with "intensive care"!

Discussion leader:
Brigitte Adam
, Managing Partner, ENA EXPERTS GmbH & Co. KG Real Estate Valuation

Keynote:
Steffen Glück, Head of Sustainable Portfolio Development, Landmarken AG
Jochen Hermanns, Management, Stadtmarken GmbH

Participants:
Daniel Werth
, Managing Director Commercial, HAMBURG TEAM Investment Management GmbH
Steffen Glück, Head of Sustainable Portfolio Development, Landmarken AG
Jochen Hermanns, Management, Stadtmarken GmbH
Sarah Verheyen, Member of the Management Board (COO/CIO), HAMBORNER REIT AG

6:30 PM - 11:00 PM
Waldorf Astoria
Evening reception of the INVESTMENTexpo

Evening reception of the INVESTMENTexpo
Join us to round off the evening.

Our cocktail reception will take place on the 1st floor of the Waldorf Astoria. In the ballroom (2nd floor) we will welcome you with delicious food.

12 May 2023

Program download
Program

Time

Location

Category

Topic

8:30 AM - 2:30 PM
Zoo Palast Berlin
Admission

Admission and opening of the exhibition

 

9:30 AM - 11:00 AM
HIH Invest Forum (Kino 1)
Economics and geopolitics

Lectures: The economics and geopolitics outlook
Economists describe their assessments of five top issues followed by follow-up questions from Professor Dr. Steffen Sebastian

Facilitator:
Prof. Dr. Steffen Sebastian
, Chair of Real Estate Finance and Deputy Managing Director of the IREBS Institute for Real Estate Economics

Participants:
Prof. Dr. Dr. h.c. mult. Hans-Werner Sinn
, President Emeritus at the Ifo Institute and Professor at the Ludwig Maximilian University of Munich
Dr. Gertrud R. Traud, Chief Economist / Head of Research & Advisory, Helaba Landesbank Hessen-Thüringen

11:10 AM - 11:50 AM
Market and use

HIH Invest Forum (Kino 1)

Discussion: The real estate economic outlook
The researcher's perspective

How do purchase prices, rents and yields develop for different types of use?

Discussion leader:
Prof. Dr. Thomas Beyerle
, Head of Group Research, Catella Real Estate AG

Participiants:
Tobias Kassner,
Head of Research, GARBE Industrial Real Estate GmbH
Juri Ostaschov, Chief Data Scientist, PREA Group GmbH
Susanne Eickermann-Riepe FRICS, Chair of the Board, RICS Deutschland Limited
Inga Schwarz, Head of Research, BNP Paribas Real Estate Consult GmbH

HANSAINVEST Forum (Kino 2)

Lecture: ELTIF 2.0 - Amendment for the better?

Keynote:
Robert Guzialowski, Leiter Business Development Real Assets, HANSAINVEST Hanseatische Investment-GmbH

11:55 AM - 12:35 PM
Investment strategies

Columbia Threadneedle Real Estate Partners Forum (Kino 4)

Discussion: Rising interest rates. What impact will this have on demand for real estate? Is there a risk of portfolio sales or a decline in demand for new real estate investments?

How do investors deal with rising interest rates and falling fixed income prices? Is there a change in overall asset allocation? What real estate and infrastructure ratios are investors targeting and how will they achieve them?

Discussion leader:
Carsten Demmler, Managing Director, HIH Invest Real Estate GmbH

Participants:
Dr. Anja Hubig,
Director Treasury, Ostsächsische Sparkasse Dresden
Sascha Pinger, Managing Director, Versorgungswerk der Wirtschaftsprüfer und der vereidigten Buchprüfer im Lande Nordrhein-Westfalen (WPV)
Christiane Eckert, Head of Real Estate, PBU Pædagogernes Pension
Sandy Bierwirth-Zeussel, Deputy Head RICS Professional Group Asset Management Germany, RICS Deutschland Limited

HANSAINVEST Forum (Kino 2)

Networks and storage are becoming increasingly important
Fiber optic networks, green hydrogen, battery storage, LPG storage and EV charging stations

Discussion leader:
Brigitte Adam, Managing Partner, ENA EXPERTS GmbH & Co. KG Real Estate Valuation

Participants:
Yves-Maurice Radwan
, Bereichsleiter Green Deal Infrastructure, Commerz Real AG
Christian Heling, Head of Transactions - Real Estate & Infrastructure Investments, R+V Lebensversicherung AG
Christian Paulsen, Manager Indirect Investments, Generali Real Estate S.p.A
Christian Topp, ​​Head Infrastructure Equity Solutions, Swiss Life Asset Managers Luxembourg Niederlassung Deutschland

INTREAL Forum (Kino 3)

Impulse lecture and discussion:
Will fixed income products become the new focus?

Quo vadis real estate financing between bank loans, direct landings from investors, debt funds and bonds?

Discussion leader:
Uwe Janz, Head of Treasury, INTREAL International Real Estate Kapitalverwaltungsgesellschaft mbH

Participants:
Anna-Lena Budde
, Deputy Managing Director, Head of Investments, Norddeutsche Kirchliche Versorgungskasse (NKVK)
Joachim Kumme, Department Director Own Investments, Kreissparkasse Ludwigsburg
Dr. Anton Buchhart, Head of Investments, Barmenia Insurance Group
Wolfgang Flügel, Senior Portfoliomanager, Union Investment Privatfonds GmbH

HIH Invest Forum (Kino 1)

Discussion: Office
Office investments - Where is it worth entering Europe now?
Are there different assessments by different managers and investors or is there a consensus on which office markets are currently en vogue?

Discussion leader:
Alexander Eggert, Geschäftsführer, HIH Invest Real Estate GmbH

Participants:
Ingo Bofinger,
Executive Board Member, Avadis Vorsorge AG
Jan Heidelmann, Managin Director, MOMENI Investment Management GmbH
Christoph Horbach, Chief Executive Officer (CEO) & Managin Partner, HT Group GmbH
Michael Klauke-Werner, Chairman of the Board, Bund Institutioneller Investoren e. V./ Head of Institutional Sales, Primonial REIM Germany AG

12:40 PM - 1:20 PM
Sustainable building and renovation

HANSAINVEST Forum (Kino 2)

Discussion: Material and technology
Which materials and building control solutions are pioneers for climate and water friendly construction, renovation and operation?

An overview of materials, their carbon footprint, and the impact on building energy performance and modern ways of building technology.

Discussion leader:
Heiko Böhnke
, Managing Director, PROJECT Real Estate Institutional GmbH

Participants:
Markus Fromm-Wittenberg, Executive Board, KNX Deutschland e.V.
Markus Diegelmann, Managing Director, ACCUMULATA Real Estate Group GmbH
Peter Sänger, Managing Director, Green City Solutions GmbH
Michael Scharpf, Head of Sustainable Construction, Holcim (Deutschland) GmbH

INTREAL Forum (Kino 3)

Impulse lecture and discussion:
Green Energy Credits, Green and Social Bonds - Application in Practice
Requirements, design, evaluation

Discussion leader:
Nick Wegerhoff
, Business Development, RUECKERCONSULT GmbH

Keynote:
Sascha Kullig
, Member of the Executive Board, Association of German Pfandbrief Banks (vdp) e.V.

Participiants:
Antje Gause
, Leiterin Finanzierung und Beteiligungsmanagement, HanseMerkur Grundvermögen AG
Sascha Kullig, Member of the Executive Board, Association of German Pfandbrief Banks (vdp) e.V.
Nnamdi Alaukwu, Funding & Investor Relations, Deutsche Kreditbank AG
Bodo Winkler-Viti, Head of Funding & Investor Relations, Berlin Hyp AG

Columbia Threadneedle Real Estate Partners Forum (Kino 4)

Discussion: Interest rate turnaround: What opportunities does this present for the real estate debt asset class?
Rising interest rates have changed the framework conditions for real estate debt. Investment products have to be redesigned and adapted. What do new products look like and where are the opportunities?

Discussion leader:
Daniel Sohler, Mitglied der Geschäftsleitung, RUECKERCONSULT GmbH

Participants:
Manuel Köppel
, Managing Director, BF.capital GmbH
Maria Leitzbach, Investment Manager Mercer Pension Fund, Mercer Deutschland GmbH
Till Patzig, Portfolio Manager Real Estate & Infrastructure, Versorgungswerk der Wirtschaftsprüfer und der vereidigten Buchprüfer im Lande Nordrhein-Westfalen (Pension Fund of Auditors and Certified Public Accountants in North Rhine-Westphalia)
Robert-Christian Gierth, Managing Director, ASSIDUUS Development GmbH

1:25 PM - 2:05 PM
Market and use

Columbia Threadneedle Real Estate Partners Forum (Kino 4)

Discussion: Interest rate rise and its consequences
What types of use and regions are still investable?

Interest and real estate returns in international comparison. Where do investor funds go? Is there a lemming effect? What leverage ratios are acceptable from a banking perspective?

Discussion leader:
Felix Meyen
, Geschäftsführer, HIH Invest Real Estate GmbH

Participants:
Daniel Argyrakis, Managing Director/CFO, ZAR Real Estate Holding GmbH & Co. KG
Heiko Maaß, Head of Department, Real Estate Clients Domestic Commercial Investments, LBBW - Landesbank Baden-Württemberg
Uwe Krause,Head of Real Estate Fund Management, MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH
Hanno Kowalski, Managing Partner, FAP Invest GmbH
Jan Schlüter, Managing Director, Provinzial Asset Management GmbH

HANSAINVEST Forum (Kino 2)

Impulse lecture and discussion: Intelligentes Property- und Facility Management. What measures are necessary on the way to an intelligent building?

From analysis, the definition of measurement parameters, smart metering and reporting to the derivation of alternative courses of action. What are the differences between new and existing buildings?

Discussion leader:
Prof. Dr. Ulrich Nack,
Professor of General Business Administration, in particular Real Estate Management for Commercial Properties, EBZ Business School GmbH

Discussion leader:
Prof. Dr. Ulrich Nack, Professor of General Business Administration, in particular Real Estate Management for Commercial Properties, EBZ Business School GmbH

Participants:
Dirk Bratschke
, Head of real estate, Vibro Group
Dr. Jörg Lingens,Chair of Energy Economics, Westfälische Wilhelms-Universität Münster
Dr. Stefan Ollig, Chief Business Development Officer / Board Member, Emeria Germany GmbH & Co. KG
Mahmut Tümkaya, Managing Director, Piepenbrock FM Consulting GmbH + Co. KG

INTREAL Forum (Kino 3)

Discussion: Investment strategies of banks - direct or indirect?
A discussion between treasury managers of banks

Interest rates are back - return requirements for real estate investments in Depot A after the interest rate turnaround. Are direct and indirect real estate investments still on the shopping list or are there already disinvestment strategies? How important are infrastructure investments in the own investment?

Discussion leader:
Dr. Thomas Jürgenschellert, Manager Analytics and Strategy, CFin – Research Center for Financial Services an der Steinbeis-Hochschule Berlin GmbH

Keynote:
Dr. Thomas Jürgenschellert,
Manager Analytics and Strategy, CFin – Research Center for Financial Services an der Steinbeis-Hochschule Berlin GmbH

Participants:
Dr. Anja Hubig
, Director Treasury, Ostsächsische Sparkasse Dresden
Nicolas Stenger, Head of Alternative Investment, Kreissparkasse Heilbronn
Frank Scheyer, Treasury, Sparkasse Saarbrücken
Joachim Kumme, Department Director Own Investments, Kreissparkasse Ludwigsburg

2:10 PM - 2:40 PM
HIH Invest Forum (Kino 1)
Summary

Discussion: The advisory board reflects on INVESTMENTexpo

Discussion leader:
Prof. Dr. Steffen Sebastian
, Chair of Real Estate Finance and Deputy Managing Director of the IREBS Institute for Real Estate Economics

Participants:
Anna-Lena Budde
, Deputy Managing Director, Head of Investments, Norddeutsche Kirchliche Versorgungskasse (NKVK)
Ingo Bofinger, Executive Board Member, Avadis Vorsorge AG
Hermann Aukamp, Management Consultant for Institutional Investment Strategies
Aygül Özkan, Deputy Chief Executive Officer,ZIA Zentraler Immobilien Ausschuss e.V.
Dr. Helmut Matthey, Lawyer and Consultant Institutional Investor

2:40 PM - 2:50 PM
HIH Invest Forum (Kino 1)
Summary

Closing remarks

Thomas Rücker, Managing Director, RUECKERCONSULT GmbH
Prof. Dr. Steffen Sebastian, Holder of the Chair of Real Estate Finance and Deputy Managing Director of the IREBS Institute for Real Estate Management