Leading event in Germany for investment US real estate
For each year's conference, the organizers assemble an impressive group of experts on various sectors of the US real estate markets. All speakers are real estate experts and come from the US. They share their insights and forecasts through a series of focused presentations, culminating in a closing panel which discusses opportunities and strategies for investing in the US this year and beyond.
Participants have the opportunity to interact with investors and investment managers. Therefore, the conference begins with an opening reception and continues through the next day with specific sessions.
Brad Olsen, President, Atlantic Partners, Ltd.
With more than 35 years of experience, Brad is one of the leading experts on European investment in the US real estate markets. He has assisted open- and closed-end fund managers, pension funds, insurance companies and family offices in creating and implementing investment strategies. In addition, he has worked with leading US real estate investment managers. He is serving in the role of Conference Chairman and has assisted the organizers in developing the Conference program and will help ensure that participants get maximum value out of it.
Villa Kennedy Hotel Frankfurt
Located in Sachsenhausen – just 15 minutes from Frankfurt Airport, 10 minutes from the Frankfurt Trade Fair, and a short stroll from Museum Embankment – Villa Kennedy is conveniently positioned whether you’re visiting for business or leisure. The area is a fine choice for travellers interested in museums, culture and sightseeing. Famous attractions such as Liebieghaus and Staedel Museum are just around the corner, while striking sights such as Frankfurt Opera House and Frankfurt Cathedral can be found within two miles of the hotel.
Villa Kennedy Hotel
Kennedyallee 70, 60596 Frankfurt am Main
Tel.: +49 69 717120
>>>>>>> Note: The Dinner on 21-Sep-2020 had to be cancelled due to Corona safty measures! <<<<<<<
Registration & Breakfast
Section 1: Overviews and Case Studies
US Economy and Real Estate Marktes with focus on Logistics and Co-Investment Development
Section 2: Market Presentations and Investor Panel
Structuring Investments in the US, Service Retail and Panel Discussion
Section 3: Case Studies
Hybrid Debt, Construction Debt, Multifamily and Urban Mixed-Use
Section 4: Investment Presentations
Investment Strategies, Index Investing and Capital Flows
Final Thoughts and Closing Comments
Atlantic Partners, Ltd. is active in North America and Europe. It helps clients design and implement cross-border real estate strategies and is active in the movement of real estate capital in both directions across the Atlantic. The firm was established in 1995.
CenterSquare is a global investment manager focused on actively managed real estate and infrastructure strategies. CenterSquare is proudly management-owned with the team averaging 30+ years of experience across real assets. With approximately $11 billion in assets, CenterSquare is headquartered in Philadelphia with affiliate offices in New York, Los Angeles, London and Singapore.
Clarion Partners has been a leading real estate investment manager for over 37 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. With over $53 billion in total assets under management, Clarion offers a range of real estate strategies to its 350+ domestic and international institutional investors.
CrossHarbor Capital Partners LLC is a Boston-based alternative investment management firm with more than 25 years’ experience investing in over $15 billion of debt and equity commercial real estate transactions on behalf of a diversified and highly regarded community of endowments, foundations, public and corporate pension plans, financial institutions, family offices and sovereign entities.
EY is a global leader in assurance, tax, transaction, and advisory services. The insights and quality services we deliver help building trust and confidence in the capital markets. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, our clients and our communities.
GTIS Partners is a leading real assets investment firm in the Americas, headquartered in New York with offices in São Paulo, San Francisco, Los Angeles, Atlanta, Paris and Munich. GTIS Partners has 86 employees and approx. $4.6 billion of gross assets under management. As a thought leader GTIS Partners pursues investments in the sectors residential, retail, industrial, office, hotel and infrastructure in U.S. and Brazil.
Formed in Munich in 2003, ICM began managing North American real estate on behalf of German family offices. ICM is now head quartered in Calgary, Canada and has ~$1 billion of AUM. With additional offices in Atlanta, Mexico City, as well as in Munich, ICM offers families and institutions an array of private investment opportunities focused on direct real estate in the U.S., Canada and Mexico.
Investors Diversified Realty (IDR) is a registered investment advisor focused on providing private real estate indexing solutions to institutional investors and advisors. IDR provides investors broad diversification and an indexing solution through an open-ended core real estate Index Fund that tracks the NFI-ODCE Index ($260B GAV). The firm is headquartered in Cleveland, OH and owned by its principals and USAA Real Estate Company.
Immobilien Zeitung (IZ) is one of the leading journals for the real estate industry in Germany. The weekly print edition is supplemented by the website www.iz.de and the daily newsletter ‘IZ aktuell’. Since October 2017, we bundle our know-how in the platform IZ Research. IZ Research contains, inter alia, an analytical tool for real estate and investment properties as well as for market and competitive valuations in Germany.
King & Spalding LLP is a leading international law firm, having offices across the U.S., with a strong focus on funds and real estate. Combining our first-class German real estate funds practice with our top-ranking U.S. real estate and tax platform, we have been advising the vast majority of German institutional investors and funds who have invested in U.S. real estate, on structuring, regulatory, tax and transactions.
LaSalle Investment Management is one of the world's leading real estate investment managers. LaSalle's diverse client base includes public and private pension funds, insurance companies, governments, corporations and endowments. LaSalle sponsors a complete range of investment vehicles including separate accounts, open- and closed-end funds, public securities and entity-level investments.
Madison International Realty was founded in 2002 by Ronald Dickerman with a focus on providing liquidity to real estate owners and investors. With offices in New York, London, Luxembourg, Amsterdam and Frankfurt, Madison has become a global leader in providing equity in class A real estate in the US, UK and Europe. Since inception, Madison has raised over $6.3 billion in capital commitments.
Manulife Investment Management, through its Real Estate arm, develops and manages commercial real estate for thousands of customers around the globe. Its portfolio includes over 58 million square feet of office, industrial, retail and multi-family space. Its Real Estate team also manages the space requirements and corporate use facilities for Manulife’s global operations.
Nuveen Real Estate is one of the largest investment managers in the world with $130 billion of assets under management. Managing a suite of funds and mandates, across both public and private investments, and spanning both debt and equity across diverse geographies and investment styles, we provide access to every aspect of real estate investing.
PGIM, the global investment management business of Prudential Financial, Inc. (NYSE), is one of largest real estate investment managers in the world, with more than $175.9 billion 1 in gross real estate assets under management and administration. It has a 140-year history of real estate lending on behalf of institutional and middle-market borrowers 2 , a 49-year legacy of investing in commercial real estate, and deep local knowledge of professionals across 31 cities.
Principal Real Estate is a top 10 global real estate manager1 providing access to capabilities across the spectrum of public and private equity and debt. Our in-depth market knowledge, experienced teams, and extensive connections across all four quadrants of the market, help us to offer investors the right investment solution for their needs.
At PwC, our purpose is to build trust in society and solve important problems. We are a network of firms in 157 countries with over 276,000 people who are committed to delivering quality in assurance, advisory and tax services.
An industry pioneer since 2000, Real Capital Analytics is the authority on the deals, players and trends that drive the commercial real estate investment markets. RCA delivers timely and reliable data with unique insight into market participants, pricing and capital flows. The most active investors, lenders and advisors depend on RCA’s market intelligence to formulate strategy and execute deals.
Rockwood Capital is a real estate investment management firm founded in 1995 that provides equity capital for the repositioning, recapitalization, development and redevelopment of residential, office, research and development, retail and hotel space in key markets throughout the US. Rockwood and its principals have invested on behalf of their clients approximately $30 billion of real estate through commingled funds and separate accounts.
Schulte Capital is a real estate investment boutique that invests direct and indirect in Germany, Mexico and the USA. We provide structured, cross-border capacities in the field of real estate investment management and asset management. The company´s key purpose is the creation of sustainable investments via the acquisition of off-market investments and the realization of value added potential.
THOMAS DAILY is one of Germany's leading information providers in the commercial property sector and is part of the globally active CoStar Group. The market intelligence tool TD Premium offers news, project data, transactions, market data and company news. The industry newsletter TD Morning News informs more than 27,000 real estate professionals daily and free of charge about the latest news of the day.
Jim Costello is an economist who analyzes the commercial property markets. Jim communicates stories on market performance to clients of Real Capital Analytics. Jim has worked on issues of urban economics since 1990, with a 20-year stint with CBRE’s Torto Wheaton Research team. Jim a member of the Counselors of Real Estate and the Commercial Board of Governors of the Mortgage Bankers Association.
Madison International Realty
Ronald Dickerman is President of Madison International Realty, a global real estate private equity firm. He has over 30 years of real estate experience. He served on AFIRE’s board of directors and is an active member of INREV, the Zell Lurie Center, and a frequent speaker on secondary investments. Mr. Dickerman earned an MBA degree from Columbia University and a BA degree from Tufts University.
Hubert O. Eisenack LL.M.
Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft
Hubert Eisenack is a tax partner at EY Munich and leads EY Germany’s US real estate tax team. Hubert is specialized in advising German institutional investors on US real estate investments, from both a US as well as a German tax perspective. Hubert is admitted as a German Rechtsanwalt and Steuerberater, as well as an Attorney-at-Law in New York.
CrossHarbor Capital Partners LLC
Richard Flohr is a Managing Director and Portfolio Manager of the CrossHarbor Senior Income Debt Fund, overseeing operations and serves as a member of the Investment Committee. Prior to joining CrossHarbor, Richard was a Managing Director with Prudential Mortgage Capital Company. His most recent role at PMCC was serving as a member of the Senior Management Group and as head of Capital Markets and CMBS programs.
Dr. Peter Hayes
Global Head of Investment Research
PGIM Real Estate
Peter Hayes is a managing director at PGIM Real Estate and global head of Investment Research. Based in London, Peter is responsible for overseeing a global team that provides strategic advice and support to the investment management divisions of the business. Peter is a member of the Global Management Council, Global Investment Committee and the Global Product Committee.
Senior Vice President
CenterSquare Investment Management
As Senior Vice President for Private Real Estate, Rob Holuba leads CenterSquare’s Service Retail investment strategy. He is responsible for sourcing, acquisitions, business plans, leasing agents and dispositions. Rob previously worked for Lubert-Adler Real Estate Partners. He holds a BA in History from Princeton University and an MBA from the McDonough School of Business at Georgetown University.
Dr. Hans Wilhelm Korfmacher
Versorgungswerk der Wirtschaftsprüfer und der vereidigten
Buchprüfer im Lande Nordrhein-Westfalen (WPV)
Dr. Hans Wilhelm Korfmacher has been chairman of the Board of Versorgungswerke der Wirtschaftsprüfer und der vereidigten Buchprüfer im Lande Nordrhein-Westfalen (WPV) since 1993. He is a self-employed lawyer and has been honorary chairman of the Board of the Frankfurt Club of Finance e.V. since 2006.
Head of Portfolio Management
Maria Leitzbach is Head of Portfolio Management at SOKA BAU. She is responsible for investment decisions within the asset class spectrum of Real Estate, Equities, Fixed Income and Alternatives and takes care of 10 bn AuM. She has over 12 years experience in the pension fund and investment industry. Mrs. Leitzbach earned a M.A. Finance & Banking degree from WHL Lahr and is a CIIA® charterholder.
Managing Director, Head of Housing Sector, RE, Americas
James Martha is head of U.S. housing for Nuveen Real Estate and with over 35 years of experience, he is responsible for a team of regionally-focused housing sector-specialist transaction, asset management and portfolio management professionals in managing and growing the apartment equity portfolio. In addition, he is a member of the Americas Executive Leadership Team and Americas Investment Committee.
Head of Investor Relations & Germany / Managing Director
Principal Real Estate Spezialfondsgesellschaft mbH
Paul Muno is Head of Investor Relations & Germany / Managing Director of Principal Real Estate Spezialfondsgesellschaft mbH with responsibility for establishing and building relationships with capital investors in the German market. Paul works to drive the establishment of fund management capabilities within the German office, including the formation of appropriate vehicles and structures, as well as providing strategic advice in relation to the broader European business. He is member of the European Board of Principal Real Estate.
Atlantic Partners Ltd.
Brad Olsen serves as President of Atlantic Partners, Ltd., a company which he founded in 1995. The firm assists its clients in developing and implementing cross-border real estate strategies. Mr. Olsen has been active in international real estate investment for more than 35 years. He is a graduate of Princeton University and Harvard Law School and is a frequent speaker at real estate conferences in Europe and North America.
King& Spalding LLP
A partner in King & Spalding’s Real Estate practice, Dave Powell focuses on structuring real estate equity and debt investments. Dave represents institutional, private equity and non-U.S. investors in a variety of real estate transactions, with a focus on joint ventures and other partnerships. Clients include a broad variety of German-based investors, including German asset managers, funds and family offices.
Vice President Real Estate
Mrs. Ritchie is a Vice President in the real estate team. Prior to joining StepStone, Mrs. Ritchie was responsible for Private Equity and Real Estate fund selection at Cara Investment GmbH, a Germany-based Family Office. Prior to that, she held positions with Bank of Oklahoma and ClearRidge Capital. Mrs. Ritchie is an alumnus of HHL-Leipzig Graduate School of Management and the European University Viadrina. She is also a CAIA charterholder.
PIA Pontis Institutional Advisors GmbH
David Rückel is Founder and Managing Partner of PIA Pontis Institutional Advisors, a placement and structuring advisor with a focus on US equity and debt strategies raising capital in Europe. Prior, he held senior positions with US and German real estate investment management firms. Mr. Rückel holds a BA in International Affairs from the George Washington University and an Executive Master in Real Estate from the International Real Estate Business School (IREBS).
Senior Managing Partner
Rockwood Capital, LLC
Walter Schmidt is a founder of Rockwood and has 32 years of experience in the real estate industry. Mr. Schmidt serves on the firm’s Management Committee which sets the strategic direction for the firm. Mr. Schmidt is a member of various Investment and Portfolio Management Committees. In addition, he assists in international capital and client strategy initiatives for the firm.
Glenn A. Sonnenberg
Glenn A. Sonnenberg, President, LaSalle Debt Investors
LaSalle Investment Management
Glenn Sonnenberg is President of LaSalle Debt Investors. He previously was CEO of Prudential Carbon Mesa and ING Real Estate Investors. Glenn serves on the Board Directors of the Jewish Federation, Wayfinder Family Services, the Children’s Institute and Center Theatre Group. He received the Bet Tzedek Founder’s Award, the Maimonides Torch of Justice, the Ex Libris Award and the USC Real Estate Lifetime Achievement Award.
Initiator of the USA Conference
Managing Partner der HEICO Investment Management GmbH
Oliver Strumpf is Managing Partner and especially responsible for the development of institutional real estate funds and services at HEICO Investment. He possesses a profound wealth of marketing and sales experience and has launched various funds. He is also the initiator of the FondsForum as well as other events and institutional real estate networking platforms in Germany.
Founder & CEO
ICM Asset Management
Bruce Timm, President and CEO, founded ICM in 2003. His responsibilities include ICM’s real-estate strategy, the firm’s German relationships, capital formation and portfolio management of ICM’s existing US and Canadian funds on behalf of its German clients. Prior to forming ICM, Bruce was with the TMW Group in Munich and Bankhaus Metzler in Frankfurt.
Partner Real Estate Deals Leader
PricewaterhouseCoopers GmbH WPG
Thomas Veith is a partner in Advisory Real Estate in Frankfurt and joined PwC in 2000. He has more than 20 years of experience in the real estate and transactions advisory. Thomas Veith is continuously involved in acquisitions, restructurings and disposals of properties, portfolios and loans. In this connection he was in lead of several engagements.
Managing Director, Client Capital Management Europe
Clarion Partners LLC
Jeroen Verheijden joined Clarion Partners in 2012 and is an equity owner and Managing Director. He is also the head of Clarion’s office in London and sits on the Board of Directors of Clarion Partners Europe Ltd. As part of the Global Client Capital Management Group, Jeroen is responsible for delivering investor capital solutions and servicing the Firm’s clients throughout Europe and the Middle East.
Robert M. White Jr.
CEO & Founder
Real Capital Analytics
Robert M. White, Jr. founded Real Capital Analytics Inc. in 2000 to bring greater transparency to the investment markets by providing real-time data of capital flows and prices of commercial properties. He is a noted authority on the real estate capital markets who is frequently cited in the press and has authored numerous articles for industry publications and the firm’s own Capital Trends publications.
Investors Diversified Realty
Garrett Zdolshek, Portfolio Manager, has over 17 years of experience in real estate Consulting and fund management. Previously, he was a Managing Director for Courtland Partners, Ltd., where he was a founding member of the firm’s Investment Committee, which was responsible for approval of over $40.0 billion in real estate allocations. Mr. Zdolshek sits on a number of fund advisory boards.
Conference Language is English. Ticket Prices start at 870 € (not for investors and sponsors). The submission of the registration form is a request for registration. Please see the Terms of Attendance below the registration form.