Global Real Assets Investment Forum

Feb 25th - Feb 26th 2020
Four Seasons Hotel
Austin
About

Searching the Globe: Seeking the Best Opportunities and Investments in Every Geography and Sector

Investments in real assets have continued to increase over the past few year and the trend is predicted to continue as investors look to diversify their portfolios as inflation heats up and markets continue to be volatile. With trade wars and the 2020 US elections, this could be the best time to look at the potential for real assets investments outside the US. But investors are looking for returns with minimal risks.

We hope you will be able to join us to explore these and more issues at our Global Real Assets Investment Forum on February 25-26, 2020 in Austin, TX.

 

Advisory Board

J. Tyler Blickhan, Senior Investment Analyst, Ascension Investment Management

David Perl, Director of Infrastructure and Timberland, AIMCO

Lincoln Webb, Senior Vice President of Infrastructure & Renewable Resource Capital, BcIMC

Alistair Thistlethwaite, Director, Investments, California Institute of Technology

Harris Sibunruang, Director of Investments, Colby College

Catherine B. Ulozas, Chief Investment Officer, Drexel University

Terrance Davis, Portfolio Manager, Florida State Board of Administration

Colin Butterfield, Managing Director, Head of Natural Resources, Harvard Management Company

Caixia Ziegler, Managing Director, Real Assets, John D. and Catherine T. MacArthur Foundation

Jennifer Tom, Senior Asset Manager, Kamehameha Schools

Thomas M. Crescioli, Portfolio Manager, Commodities, Lockheed Martin Investment Management Company

Edward Mikolay, Director of Private Markets, Municipal Employees Retirement System of Michigan

Aaron Armstrong, Portfolio Manager, New Mexico Educational Retirement Board

Kevin Higgins, Portfolio Manager - Alternative Investments, State of New Jersey Division of Investments

Maurice Coleman, Deputy Chief Investment Officer, Teachers’ Retirement System of Louisiana

Eddie Schultz, Portfolio Manager, Real Assets, Texas Municipal Retirement System

John Ritter, Managing Director, University of California Endowment

Zackery McGuire, Director of Investments, University of Georgia Foundation

John J. Graves, Assistant Senior Investment Officer - Tangible Assets, Washington State Investment Board

Topics

The topics, as suggested by our Advisory Board, under consideration for the 2020 agenda include:

  • How can you shift your real assets portfolio to being more defensive?
  • The geographies and sectors to explore for emerging opportunities in real assets investing
  • If inflation were to stir, which real assets will get hurt the worst?
  • Are real assets investors just yield players?
  • Is the PE energy model challenged?
  • Uncovering dislocated opportunities in real assets
  • What do public markets real asset strategies offer anymore?
  • The growing reputational risks associated with some real assets investing
  • Royalties, the new frontier of real assets
  • Public v. private real estate: Where are the opportunities?
  • Is Latin America the investment alternative to Asia?
  • What’s version 2.0 for agriculture?
  • Are technology and disruption blurring the lines between sectors and regions?
  • Finding returns in metals & mining
Agenda
  • Tuesday February 25
  • Wednesday February 26
  • 7:20 AM - 8:20 AM

    Registration and Continental Breakfast

  • 8:20 AM - 8:30 AM

    Chairperson’s Welcome and App Tutorial

  • 8:30 AM - 8:45 AM

    Benchmarking Survey

  • 8:45 AM - 10:30 AM

    Presentation Series I - Beyond Geographies and Sectors: Exploring the Entire World of Real Assets

  • 10:30 AM - 11:00 AM

    Coffee Break

  • 11:00 AM - 12:25 PM

    Presentation Series II - Exploring (Re)Emerging Opportunities in Real Assets

  • 12:25 PM - 1:55 PM

    Lunch

  • 1:55 PM - 3:25 PM

    Presentation Series III - How Can You Shift Your Real Assets Portfolio to Being More Defensive?

  • 3:25 PM - 3:55 PM

    Coffee Break

  • 3:55 PM - 4:35 PM

    Panel Discussion - Is the PE Energy Model Challenged?

  • 4:35 PM - 5:20 PM

    Panel Discussion - Public vs. Private Market Real Assets Strategies: Where are the Opportunities?

  • 5:20 PM - 6:30 PM

    Cocktail Reception

  • 6:30 PM - 7:00 PM

    Evening Free for Private Functions

  • 7:45 AM - 8:30 AM

    Breakfast Discussion Tables

  • 8:30 AM - 9:00 AM

    Benchmarking Survey

  • 9:00 AM - 10:10 AM

    Presentation Series IV

  • 10:10 AM - 11:40 AM

    Coffee Break

  • 10:40 AM - 11:25 AM

    Panel Discussion - What Is Your Real Assets Portfolio Missing to Make It a Portfolio for Today?

  • 11:25 AM - 11:50 AM

    Investor Case Study - What Do Public Markets Real Asset Strategies Offer Anymore?

  • 11:50 AM - 12:30 PM

    Panel Discussion - Royalties, the New Frontier of Real Assets

  • 12:30 PM - 1:00 PM

    Guest Speaker: Making Investment Sense of Climate Change Data to Improve Your Real Assets Portfolio

  • 12:30 PM - 1:30 PM

    Lunch

  • 3:30 AM - 2:00 PM

    Forum Concludes

Sponsors

Lead Sponsors:
BROOKFIELD ASSET MANAGEMENT INC.
COHEN & STEERS CAPITAL MANAGEMENT
DWS
THE ELECTRUM GROUP
MANULIFE INVESTMENT MANAGEMENT

METLIFE INVESTMENT MANAGEMENT
ORION RESOURCE PARTNERS
QUEENSLAND INVESTMENT CORPORATION (QIC)
WORLD GOLD COUNCIL

Engagement Sponsors:
CBRE CALEDON
DUFF & PHELPS INVESTMENT MANAGEMENT CO.
SPROTT ASSET MANAGEMENT LP

Energy Sponsor:
RIDGEWOOD ENERGY

Specialist Manager Sponsors:
NEW FORESTS
PROTERRA
TORTOISE CAPITAL ADVISORS, LLC
WARWICK INVESTMENT GROUP

Register


Registration is limited to senior investment executives from the real asset investment space. There is no fee to attend. If you are interested in sponsorship opportunities, please contact Randy Klein at randy.klein@institutionalinvestor.com.


Registration

Contact
Assistant
GDPR Consent Notice

I’d like to receive exclusive news, content and offers from Institutional Investor and other Euromoney group company products and services by:

You can unsubscribe at any time by clicking the "unsubscribe" link at the bottom of any communications we send you. You can also visit our preference centre.

Privacy Notice | Terms & Conditions

Venue

Four Seasons Hotel

98 San Jacinto Boulevard
Austin, TX 78701
United States

98 San Jacinto Boulevard
Austin, TX 78701
Tel: (512) 478-4500 
Fax: (512) 478-3117 
www.fourseasons.com/austin

A resort-like haven just steps from Austin's central business and entertainment districts, Four Seasons Hotel in downtown Austin boasts an unrivalled setting on the banks of Lady Bird Lake.  

Contact

QUESTIONS?

For more information, please contact:

Katarina Storfer

kstorfer@institutionalinvestor.com
+1 212 224 3073