Program of the INVESTMENTexpo 2021

Time

Location

Type of format

Content

from 9:00 am

Restaurant Roca im Waldorf Astoria

Restaurant Roca open

8:45 am

Exhibitions open, Meet & Greet

9:15 am - 10:00 am

Zoo Palast: HIH Invest forum (cinema 2)

Presentation and interview

Logistics properties undergoing change due to the pandemic?
Will it affect locations, design and functions? Which logistics properties will be more sought after and which will become obsolete? What role does digitalisation play in the logistics sector?
Discussion led by:
Dr Thomas Steinmüller, Board of Directors, CapTen AG
Panel:
Hermann Aukamp, Management Consultant for institutional investment strategies
Matthias Düsing, Senior Research Analyst, Logistics Specialist, Savills Investment Management (Germany) GmbH
Jan Dietrich Hempel, Managing Director, Garbe Industrial Real Estate GmbH
Martina Malone, Managing Director, Head of Global Capital Raising, Prologis Private Capital UK Limited
Frank Sievert, Member of the Board of Directors, uniVersa Krankenversicherung a.G.

9:15 am - 10:00 am

Zoo Palast:  INTREAL forum (cinema 3)

Presentation

Insights into current legal issues

Presentation 1: The Fund Location Act – new vehicles and structuring options for managers and investors
Frank Müller, Lawyer/Partner, McDermott Will & Emery Rechtsanwälte Steuerberater LLP
presented by:

Presentation 2: The Green Deal: legal background, structure and implementation. Impact of the EU’s Green Deal regulation on property investment
Dennis Kunschke, Partner, DLA Piper UK LLP
presented by:

10:05 am - 10:50 am

Zoo Palast: HIH Invest forum (cinema 2)

Discussion
 

Between conversion, transformation and revitalization: Using value add strategies to convert old walls into new uses.
How can industrial and corporate real estate that is no longer needed be developed into modern commercial, business and office parks? What opportunities exist to convert surplus office space into residential uses or inner-city labs? Do derelict sites offer the opportunity for new urban quarters? Where are opportunities for inner-city redensification?
Discussion led by:
Thorsten Hollstein, Managing Director, CR Investment Management GmbH
Panel:
Philipp Braunfels, Head of Jamestown Europe, Jamestown US-Immobilien GmbH
Holger Matheis, FRICS, Speaker of the Board, Beos AG
Sonja Petersen, CIO, Deutsche Industrie REIT AG
Tino Rübsam, MRICS, Head of Asset Management, Cresco Pro-jektentwicklungs GmbH
Bernd Wegener, FRICS, Managing Director, Ergoneon Immobilien

10:05 am - 10:50 am

Zoo Palast:  INTREAL forum (cinema 3)

Discussion

Which asset classes are still available to banks for proprietary trading?
Interest is dead, but how much property can balance sheets take?
Discussion led by:
Tobias Kotz, Executive Director, Real I.S. AG
Panel:
Carsten Demmler, Managing Director, HIH Invest Real Estate GmbH
Daniel Gerth, Depot A – Management, Sparkasse Mittelsachsen
Dr. Anja Hubig, Director Treasury, Ostsächsische Sparkasse Dresden
Christoph Schulte, Team Leader Treasury, Pax-Bank eG

10:50 am - 11:50 am

Discussion time

11:50 am - 12:35 pm

Zoo Palast: HIH Invest forum (cinema 2)

Key note address and discussion

Hotels and short-stay living - shaken by COVID-19?
What has happened with occupancy rates under accommodation models during the pandemic? Are there already indications of insolvencies and are there international differences in Europe? How are operators, hotel funds managers and investors responding in the current situation? Are counter-cyclical investments the right strategy now?
Key note address and discussion led by:
Martin Schaffer, MRICS, Partner, MRP Consult GmbH
Panel:
Dr Jörg Frehse, Managing Partner, MHP Hotel Group
Dr. Dirk Krupper, Managing Director, Helaba Invest Kapitalanlagegesellschaft mbH
Joachim Kumme, Department Director Proprietary Investments, Kreissparkasse Ludwigsburg
Matthias Lowin, Managing Director, Feuring Hotelconsulting GmbH
Maximilian Ludwig, MRICS, Head of Asset Management Retail, Hotel & Logistik, Real I.S. AG
Heinz Wehrle, MRICS, Managing Director Hotel Investments, VALUES. REAL ESTATE / Managing Partner, Horwath HTL

11:50 am - 12:35 pm

Zoo Palast:  INTREAL forum (cinema 3)

Case study, presentation and interview

Case studies of property strategies in banks’ own securities accounts management
What different approaches between direct and indirect investment are being pursued?
Discussion led by:
Dominik Barton, Managing Partner (CEO), Barton Group
Short presentations by:
Joachim Kumme, Head of Department for Own-Account Investments, Kreissparkasse Ludwigsburg
Kai-Uwe Schlißke, Deputy member of the Board of Management, Sparkasse Fürth

12:40 pm - 1:30 pm

Zoo Palast: HIH Invest forum (cinema 2)

Discussion

What forms of retail are the winners and losers of COVID-19?
How are buying habits changing? Where does retail have to reinvent itself?
Discussion led by:
Susanne Klaußner, MRICS, Managing Director, DIR Deutsche Investment Retail GmbH
Panel:
Jürgen Faltenbacher, Expansion Süd, Kaufland Dienstleistung GmbH & Co. KG
Manuel Jahn, Head of Business Development, Habona Invest GmbH
Thomas Pfeiffer, Managing Director, Norddeutsche Kirchliche Versorgungskasse (NKVK)
Michael Rybak, Managing Director, Dirk Rossmann GmbH
Jan Schlüter, Head of Real Estate Department, Nordrheinische Ärzteversorgung

12:40 pm - 1:30 pm

Zoo Palast:  INTREAL forum (cinema 3)

Key note address and  discussion

ESG at the heart of investment strategy - ONE
What ESG funds are available on the market? Who prepares ESG funds? What is the difference between strategy funds and impact funds?
Keynote address and discussion led by:
Michael Schneider, Managing Director, INTREAL International Real Estate Kapitalverwaltungsgesellschaft mbH
presented by:

Panel:
Michael Denk, Managing Director, Quadoro Investment GmbH
Xavier Jongen, Managing Director, Catella Residential Investment Management GmbH
Christina Ofschonka, Managing Director, Head of Core Funds, Germany, AEW Europe
Claus P. Thomas, CEO, BNP Paribas Real Estate Investment Management Germany GmbH
Tanja Volksheimer, Senior Portfolio Manager, Real Estate, Europe, Nuveen Real Estate

1:35 pm - 2:25 pm

Zoo Palast: HIH Invest forum (cinema 2)

Discussion

Discount stores, supermarkets, retail centres, big-box retail, high street or shopping centres?
What types of retail offer the best future prospects as an investment product?
Discussion led by:
Jörn Burghardt, Managing Director, GPEP GmbH
Panel:
Andreas Freier, Board of Directors, GRR AG
Karoline Nader-Gräff, Global Investments and Divestments Manager, Expansion & Development, Ingka Centres Services AB
Dr Anja Hubig, Director Treasury, Ostsächsische Sparkasse Dresden
Gerhard Lehner, Managing Director & Head of Fund Management Germany, Savills Investment Management (Germany) GmbH
Professor Dr Gerd Merke, Board of Directors, Zusatzversorgungskasse des Steinmetz- und Steinbildhauerhandwerks VVaG

1:35 pm - 2:25 pm

Zoo Palast:  INTREAL forum (cinema 3)

Interview

ESG at the heart of investment strategy - TWO
How is ESG taken into account and reflected in the investment process? How much progress has been made on transparency and taxonomy by asset managers? What measures are being implemented for “E”, “S” and “G”? Does sustainable investment in upgrading property after the purchase secure future returns? The Danish supervisory authority has an increased focus on this and the corresponding implementation in the future - what does this look like in Germany?
Presented and discussion led by:
Simon Behr, Managing Director, GBI Capital GmbH
presented by:

Panel:
Michael Amann, Managing Director, Becken Invest GmbH
Christine Fritz, Portfolio Manager, PGIM Real Estate Germany AG
Alexander Happ, Managing Director, ASSIDUUS Development GmbH
Jan Dietrich Hempel, Managing Director, Garbe Industrial Real Estate GmbH
Dieter Seitz, Managing Director, LHI Capital Management GmbH

2:25 pm - 2:30 pm

Zoo Palast: HIH Invest forum (cinema 2) and INTREAL forum (cinema 3)

Closing

Recap and closing remarks
Professor Steffen Sebastian, Professor of real
estate financing, Deputy Managing Director of IREBS International Real Estate Business
School
Thomas Rücker, Managing Partner, RUECKERCONSULT GmbH

Video transmission: Foyer and all other forums (cinema halls)

2:30 pm