MRMA-APREA MALAYSIA REIT FORUM 2019
Opportunities in the New Malaysia
PROGRAM
Grand Ballroom, Level 15, Sunway Resort Hotel & Spa
0800 - 0900 am
Registration & Welcome Coffee
0900 - 0910 am
Welcome Address
Dato’ Jeffrey Ng,
Chairman, Malaysian REIT Managers Association (MRMA),
Chief Executive Officer and Non-Independent Executive Director, Sunway REIT Management Sdn Bhd
0910 - 0930 am
Keynote Address : The Malaysian Economic Landscape 2020 and beyond
Suhaimi Ilias, Chief Economist, Maybank Investment Bank Berhad
0930 - 1030 am
Plenary One: Panel Discussion
Global investors’ perspective on Malaysia. Where does Malaysia stand in the eyes of global funds?
- Identifying the opportunities which entice influx of investment into Malaysia
- What it takes for Malaysia’s capital market to go from good to great?
- Expanding the depth and breadth of the Malaysian capital market to attract foreign funds influx
- Does the Stock Exchange have the depth and breadth for a paradigm shift in the capital market?
Moderator:
Stephen Hagger, Managing Director and Head of Equities and Country Head, Malaysia, Credit Suisse
Panelist :
Charles Isaac, Founding Partner, B&I Capital AG
Peter Mitchell, Director, Elysium Capital
Andy Ong Teng Chong, Senior Director, Head of Equity Markets, Affin Hwang Investment Bank Berhad
1030 - 1045 am
Morning Refreshment
1045 - 1130 am
Plenary Two: Panel Discussion
PropTech & Smart City – The New Wave of Real Estate Technology
- A new buzzword and disruptor to the real estate industry. What is PropTech? How does PropTech innovates in transforming the conventional real estate industry?
- How does real estate players address PropTech? What are the opportunities for real estate players? How does it change the landscape of real estate market?
- The tech journey for REIT players.
Moderator:
Dato’ George Stewart LaBrooy,
Chairman, Alpha REIT Managers Sdn. Bhd.
Executive Chairman, Area Management Sdn. Bhd.
Panelists:
Bernie Devine, Regional Director, Asia, Yardi Systems, Inc.
Cha-Ly Koh, Founder & Chief Executive Officer, Urbanmetry Sdn Bhd
Dato’ Azmir Merican Bin Azmi Merican, Managing Director / Chief Executive Officer, UEM Edgenta Berhad
1130 - 1215 pm
Plenary Three
Industry 4.0 and Innovation on the Economy and its Impact on the REIT Industry
- Why Organizations should innovate?
- What should we innovate?
- How should we innovate?
- Consumers and businesses in the globalized era live by the “click” which have led to the rise of disruptors in the eco-systems. How do we embrace the change and what are the opportunities that lie ahead for the property industry and REITs?
- What are the implications of Industry 4.0 to our world as we know it?
Speaker:
Professor Mahendhiran Sanggaran Nair
Vice President (Research and Development), Monash University Malaysia.
Professor, Department of Economics & Business Statistics.
Chief Executive Officer, Monash University R&D Sdn Bhd
1215 - 1300 pm
Plenary Four
New Funding Models for Developers and REITs
- Wholesale funds is an under invested segment in Malaysia. What are the opportunities and limitations for this segment to grow in Malaysia?
- How do innovative capital management strategies create value for stakeholders?
- Investors perspective on innovative funding alternatives such as Green Bonds, Hybrid Securities amongst others.
Moderator:
Yvonne Voon, Director, Head of Real Estate, Southeast Asia (Singapore), Credit Suisse Investment Bank
Panelists:
Teng Chee Wai, Managing Director & Executive Director, Affin Hwang Asset Management Berhad
Faez Jumabhoy, Managing Director and Head of Real Estate Finance Investment Banking, CIMB Investment Bank Berhad
Julian Kwan, Chief Executive Officer / Co-Founder, InvestaX
1300 - 1400 pm
Lunch
1400 - 1500 pm
Plenary Five: Panel Discussion
The Asia REIT Race for Growth through Cross-Border Investments
- An overview of the Asian REIT Market
- Which market offers the most enticing cross border opportunities?
- What regulatory policies and tax regimes are needed to help facilitate cross-border investment?
- How vital is currency factor for M-REITs when embarking on outbound investment?
- Case studies of successful cross-border investment
Moderator:
Sigrid Zialcita, Chief Executive Officer, Asia Pacific Real Estate Association (APREA)
Panelists:
Chia Nam Toon, Assistant Group Chief Executive Officer (CEO) and CEO of REITs & Business Development, ARA Asset Management Limited
Elena Arabadjieva, Chief Operating Officer and Head of Investor Relations, Cromwell EREIT Management
Kelvin Siah, Head, Real Estate, Maybank Kim Eng Securities Pte Ltd
1500 - 1600 pm
Plenary Six: Panel Discussion
Real estate megatrends in 2020 and beyond
- Following a challenging real estate market in the past year, what is the outlook for 2019 and beyond for the various asset classes?
- Disruption and its effects on valuation.
- What is trending in the real estate market and where are the hotspots?
- What is the implication of a trade war between U.S. and China on real estate market?
- Looking through the kaleidoscope, which sub-sectors are heading towards doldrums and which are the rising stars?
- What are the catalysts and opportunities for M-REITs regionally?
Moderator:
Regina Lim, Head of Capital Markets Research, Southeast Asia, JLL
Panelists:
Dr Chua Yang Liang, Head of Research & Strategy, ARA Private Funds & Ara Asset Management Ltd
Yvonne Voon, Director, Head of Real Estate, Southeast Asia (Singapore), Credit Suisse Investment Bank
Thomas Au, Managing Director, Head of Asia Pacific Real Estate Research, Invesco Real Estate Investment Asia Pacific Ltd
Ben Tai, Chartered Financial Analyst (CFA), Vice President, BlackRock, Real Assets Group
1600 - 1630 pm
Afternoon Refreshment
1630 - 1730 pm
Plenary Seven: Panel Discussion
Diversification by M-REITs into Alternative Investments and Asset Classes
- In the challenging property market landscape, sector specific REITs are grappling with acquisitions to spur DPU growth. Should a REIT remain sector focused or diversify its portfolio to invest in emerging asset classes?
- Prosperity of the nation generates demand for quality healthcare, education, student accommodations, senior care accommodations amongst others. How can M-REITs capitalize on these opportunities?
- How can a Residential REIT model offer an alternative solution to affordable housing?
- How do institutional investors perceive diversification of asset classes by REITs?
Moderator:
Dato’ Jeffrey Ng, Chairman, Chairman, Malaysian REIT Managers Association (MRMA),
Chief Executive Officer and Non-Independent Executive Director, Sunway REIT Management Sdn Bhd
Panelists:
Joachim Kehr, Portfolio & Regional Head Asia-Pacific, CenterSquare Investment Management Inc
An Chen, CFA | Associate Director – Assistant Portfolio Manager, AEW Asia Pte. Ltd.
Jana Sehnalova, Chief Executive Officer / Chief Information Officer , Global Portfolio Manager, La Francaise Forum Securities
Isaac Chow Chee Sing, Senior Analyst, (REIT, Telco & Transport) , Affin Hwang Investment Bank Berhad
1730 pm
End of Forum
* Program subject to change without notice