Tuesday, December 3 Global Property Market 7:15 a.m. FOYER 718 REGISTRATION & CONTINENTAL BREAKFAST 8:00 a.m. ROOM 718 WELCOME AND OPENING REMARKS Conference Co-Chairs: Louis Voizard, Senior Vice President, Growth Markets, Ivanhoé Cambridge Eric Plesman, Senior Vice President, Investments, Oxford Properties Group Inc. GLOBAL PROPERTY MARKET ACTIVITY AND FORECASTS What Were the Major Trends in 2013? What Lies Ahead? An overview of how real estate has performed based upon risk adjusted returns in major global markets over the past year. The presentation will include a risk adjusted ranking of over 25 major western markets around the world. Speaker: Greg Mansell, Vice President, Head of Applied Research, IPD Have Global Real Estate Markets Turned the Corner in 2013? What is the Outlook for the Future? An examination of the most significant trends in property markets around the world during the past year. What are the major issues and challenges in 2014? Where is the pricing of assets heading in international markets? Which markets are likely to attract the greatest investor interest, e.g. U.S., Europe, old emerging markets, new emerging markets? Speaker: Jacques Gordon, Global Investment Strategist, LaSalle Investment Management As Volatility Remains and the Cost of Capital Starts To Shift, What Are Investors Thinking: Growth Vs. Capital Preservation? What is happening now with allocations to real estate among institutional investors, portfolio managers and private equity funds as they look forward to 2014? Are we likely to see a pause in property investment or a pullback? Given the volatility in most global economies since 2009, preservation of capital and owning core assets grew in importance. Is that still the case? Conference Co-Chair: Louis Voizard, Senior Vice President, Growth Markets, Ivanhoé Cambridge Panel: George Ahl, President, M3 Capital Partners Robert Byron, Managing Principal, Blue Vista Capital Management, LLC Russell Jewell, Managing Director & Head of Private Equity Funds, AEW Europe Jeffrey Scott, Senior Managing Director, Eastdil Secured 10:00 a.m. FOYER 718 MORNING REFRESHMENTS 10:25 a.m. Concurrent Sessions (Attend 1 of 2) SESSION AA1 ROOM 717 CAN YOU STILL FIND GOOD OPPORTUNITIES IN THE U.S. OR HAS THIS MARKET BECOME TOO EXPENSIVE? This session will provide an update on the U.S. market. What has really been occurring with respect to improving returns, and where is the market now in the cycle? What range of investment opportunities still exist, e.g. core vs. secondary markets? What will happen to the real estate asset class if the U.S. economy continues to expand and grow in 2014? Moderator: Jim Fetgatter, Chief Executive, Association of Foreign Investors in Real Estate Panel: David Arthur, Managing Partner, North America, Brookfield Property Group Barry Howell, Principal, Prudential Real Estate Investors Susan Wallace, Executive Managing Director, Private Equity Group, USAA Real Estate Company Brady Welch, Principal, Slate Properties Inc. SESSION AA2 ROOM 716A SPOTLIGHT ON LONDON: WHY IS THERE SO MUCH INTEREST IN THIS GLOBAL MARKET? A very focused session on one of the world’s hottest property markets. Why is the investor interest so strong in this city? To what extent has it rebounded from the lows of 2009? What has enabled London’s property market to withstand many of the impacts of European economic issues and other trends? How are the leasing markets performing? Where are cap rates at this time and where are they heading? What potentially lies ahead for London in 2014? Moderator: Andrew Thomas, Partner, London Markets, Central London Investment, Cushman & Wakefield LLP Panel: Richard Barkham, Group Research Director, Grosvenor Anthony Duggan, Partner and Head of Research, Drivers Jonas, Deloitte Real Estate Dion Panambalana, Partner, Hogan Lovells International LLP 11:35 a.m. Concurrent Sessions (Attend 1 of 2) SESSION BB1 ROOM 717 THE GROWTH AND PERFORMANCE OF REITS AROUND THE WORLD: WHAT OPPORTUNITY DO THEY OFFER INVESTORS? Securitized real estate in the form of REITs is flourishing not only in Canada, Europe, the U.S., and Australia, but this investment vehicle is also expanding in Asia and other regions. What kind of growing pains and gains are REITs facing in various markets? What are the major underlying factors encouraging their growth? How are new emerging Canadian REITs becoming global plays? Moderator: Michael Smith, Managing Director, Real Estate Equity Research, Macquarie Capital Markets Canada Ltd. Panel: Stéphane Amine, Chairman, Inovalis SA Kursat Kacira, CEO & Founder, Maplewood International REIT Corrado Russo, Managing Director, Investments and Global Head of Securities, Timbercreek Asset Management Peter Zabierek, Chief Executive Officer, Presima Inc. GROWTH vs. CAPITAL PRESERVATION: