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Agenda

Main Conference - Thursday 5th

All times in JST/ UTC+9 (Simultaneous translation between Japanese and English provided)
08:00 - 09:30

Registration and Networking Coffee

08:30 - 09:20

Investor Breakfast Briefing (open to institutional investors only, by invitation)

Gianluca Romano, Sumihiro Hiratsuka

Join the institutional investors for a closed door, off-the-record discussion that will empower your investment decisions. Gain valuable insights into the latest market trends, find out what your peers are investing in, and discover co-investment opportunities.

Sponsored by Catella

A speaker photo for Gianluca  Romano

Gianluca Romano

Head of Capital Raising & Client Relations, Catella

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A speaker photo for Sumihiro Hiratsuka

Sumihiro Hiratsuka

President, SUMI Global Partners

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09:30 - 09:35

Welcome and Opening Remarks

09:35 - 09:40

View from the Commentary Box – PERE Editor reflects on H1’25 and where we’re headed from here

Christie Ou

Reflecting on the first half of the year, figuring out where we are in the investment cycle, and where the real estate industry is headed from here.

Christie Ou

Christie Ou

Senior Reporter, PERE

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09:40 - 10:00

Keynote Speech: Inside GPIF’s Medium-Term Plan and the role of real estate in GPIF’s multi-asset portfolio strategy in 2025 and beyond

Yoshitaka Todoroki
Yoshitaka Todoroki, Government Pension Investment Fund (GPIF)

Yoshitaka Todoroki

Managing Director, Private Market Investment Department, Government Pension Investment Fund (GPIF)

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10:00 - 10:40

C-suite panel: The next big bet – What the next cycle means for real estate

Joyce Lo, Felipe Morenés Botín, Seppi Colloredo-Mansfeld, Ben Harris

With markets at a turning point, are we past the bottom of the cycle, or is more turbulence ahead? How are leaders assessing geopolitical risks, interest rate uncertainty, and structural shifts in global capital flows? This panel brings together C-suite leaders from the world’s largest real estate funds to discuss where they see the most exciting opportunities in real estate, what’s keeping them up at night, and how they’re positioning their portfolios for long-term success.

Joyce Lo, Lazard Asia

Joyce Lo

Director, Private Capital Advisory, Real Assets Specialist, Lazard

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A speaker photo for Felipe Morenés Botín

Felipe Morenés Botín

Founder and Managing Partner, Stoneshield Capital

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A speaker photo for Seppi Colloredo-Mansfeld

Seppi Colloredo-Mansfeld

Managing Director, Investor Relations, Cabot Properties

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Ben Harris

Head, Rockpoint Industrial

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10:40 - 11:10

Coffee Break

11:10 - 11:30

Keynote Fireside chat: Beyond the US – Exploring differentiated and diversified real estate opportunities

Charles Allen

As investors look beyond the US, select international real estate markets present compelling opportunities for diversification and risk adjusted returns. This keynote will explore key market dynamics, sector-specific trends, and the forces driving investment flows. Mr. Allen will examine where capital is being deployed, which asset classes are proving most resilient, and how investors can strategically position themselves to benefit from the opportunities arising. With insights into both debt and equity strategies, this session will provide a roadmap for navigating real estate investment opportunities in key markets outside the US.

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Charles Allen

Head of European Real Estate, Fiera Real Estate

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11:30 - 12:10

Panel: Cross-border capital flows – Targeting growth and returns in Trump’s America

Jingjing Bai

The U.S. real estate market offers both opportunities and complexities for global investors with Trump’s second term in office. This panel examines how cross-border capital is engaging with key sectors, managing risks from fluctuating interest rates, inflation, and geopolitical uncertainties, and positioning for long-term growth and returns.

A speaker photo for Jingjing Bai

Jingjing Bai

Senior Advisor, Bfinance

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12:10 - 13:20

Networking Lunch

13:20 - 14:00

Investor panel: Go big or go home – Where the world’s biggest investors are doubling down – and pulling out

Koji Someno , Jun Mizuno

The world’s largest and most influential real estate capital allocators—share where they are deploying capital with conviction and where they are pulling back. Gain exclusive insights into their evolving investment theses, the sectors and geographies they view as essential, and the macro and market risks prompting strategic portfolio adjustments.

Koji Someno, Dai-ichi Life Insurance Company

Koji Someno

Head of Private Equity Fund Investment Div., Dai-ichi Life Insurance Company

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A speaker photo for Jun Mizuno

Jun Mizuno

Chief Portfolio Manager, Investment Strategy Dept., Head of Alternative and Fund Investment Management Team, Nippon Wealth Life Insurance Company

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14:00 - 14:40

Panel: Fluctuating interest rates – Real estate debt funds balance optimism with caution

Robert Petty, Dan Riches

Fluctuating interest rates are creating new opportunities for real estate debt funds and institutional investors. This panel examines how fund managers are strategically deploying capital to capitalize on market shifts while mitigating key risks such as credit quality, refinancing pressures, and liquidity constraints. Gain insights into how debt funds are structuring deals, pricing risk, and delivering competitive, risk-adjusted returns in an increasingly dynamic and competitive global landscape.

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Robert Petty

Executive Director and CEO, Fiera Asia

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A speaker photo for Dan Riches

Dan Riches

Head of Real Estate Finance, M&G Investments

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14:40 - 15:20

Panel: Cross-border capital flows – Finding a footing in Europe’s recovery

Kazuki Shiina, Joseph Vullo, Michael Abel

Europe is still heavily impacted with geopolitical uncertainty after last year’s turbulent elections and the region is still reeling from the macroeconomic headwinds that caused a higher cost of capital. However, real estate markets are bottoming out and green shoots of growth are now visible across select markets. Panelists will share insights into the strategies and approaches they expect will yield the best results amid the region’s recovery.

A speaker photo for Kazuki  Shiina

Kazuki Shiina

Vice President, Pan-Alts, Aksia

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A speaker photo for Joseph  Vullo

Joseph Vullo

Head of Real Estate, Europe, Columbia Threadneedle Investments

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A speaker photo for Michael  Abel

Michael Abel

Founder and CEO, GREYKITE

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15:20 - 15:50

Coffee Break

15:50 - 16:30

Panel: Will changing demographics make the living sector the defining investment theme of the next decade?

As aging populations, shrinking households, and urban migration reshape global housing demand, institutional capital is flowing into the living sector like never before. This panel explores how demographic shifts are driving long-term opportunities in multifamily, student housing, senior living, and more—and whether the living sector is set to become a core allocation for the next generation of investors.

16:30 - 17:10

Investor Panel: From Yen to real estate – Japanese investors’ playbook for the next 5 years

Mattias Karnell, Yoshikazu Murase

With currency fluctuations and a historically cautious approach to real estate, Japanese institutional investors face a unique set of challenges and opportunities. Many remain under-allocated to real estate, but with global markets evolving, will they increase exposure? How are they navigating the yen’s volatility and assessing overseas opportunities amid high hedging costs? This panel unpacks the strategies Japan’s leading LPs are using to deploy capital, manage risk, and find value in a rapidly shifting investment landscape.

A speaker photo for Mattias  Karnell

Mattias Karnell

Director, Teneo Partners Japan

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A speaker photo for Yoshikazu Murase

Yoshikazu Murase

Senior Manager of Alternative Investment Department and Real Estate Investment Office, Japan Post Insurance

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17:10 - 17:50

Panel: The evolution of Japanese real estate – From urban redevelopment to revival of hospitality

Zoe Ward, Philip Ryan

Japan’s real estate market is evolving quickly, with urban redevelopment, logistics, and hospitality sectors leading the way. This panel uncovers the drivers of growth, from local policies to shifting demographics, the impact of low interest rates and a volatile currency, and explores how investors can unlock value in a dynamic market.

A speaker photo for Zoe Ward

Zoe Ward

Founder and CEO, Japan Property Central

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A speaker photo for Philip  Ryan

Philip Ryan

Director, Capital Investments and Transactions, APAC Development, IHG Hotels & Resorts

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17:50 - 18:05

Presentation: Global real estate trends as seen by PERE– Exclusive insight into PERE’s data

Andrew Rodriguez

Backed by PERE’s proprietary data, this session unveils the key trends shaping global real estate investment. Our Research & Analytics team will provide data-driven insights into capital flows, sector performance, and emerging opportunities, offering investors a unique perspective on the forces shaping the market.

A speaker photo for Andrew Rodriguez

Andrew Rodriguez

Senior Research Associate, PEI Group

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18:05 - 19:10

Closing remarks, followed by Networking Cocktails

Agenda

PERE Women’s Network Tea - Friday 6th

All times in JST/ UTC+9
14:00 - 16:00

PERE Women’s Network Tea – Real Assets Edition (open to women only, RSVP required)

A delicious opportunity to connect with women of real estate and infrastructure. Expand your network and compare your portfolios over some tea and scones.