ANREV Briefing - Review of Investor Reporting Trends 2016

13 Oct 2016 @ Hong Kong

ANREV BRIEFING
THURSDAY 13 OCTOBER 2016
HONG KONG

Sponsored by

Review of Investor Reporting Trends 2016

At this briefing, Paul Walters, PwC Hong Kong Partner, will present the key findings of the Review of Investor Reporting Trends 2016 undertaken recently on behalf of ANREV.

This report aims to provide fund managers and investors with insights into the trends in investor reporting practices in Asia and to enable benchmarking of current reporting practices across different geographic regions and fund strategies. As part of the survey, the investor reporting documents of 40 non-listed real estate funds were reviewed, and compared to the detailed requirements of the INREV Guidelines and each other. Private feedback interviews were held with 21 of the 26 participating fund managers, as well as discussions with several investors active in the region to seek their perspectives on where reporting practices should be headed.

Details
Date	: Thursday 13th October 2016
Time	: 16:30 – 19:00
Venue	: PwC Executive Conference Centre, 21/F., Edinburgh Tower,
	The Landmark, Central
RSVP	: Please email to [email protected]

Agenda:
16:15	Registration
16:30	Presentation
	- Highlights of Review of Investor Reporting Trends 2016
	- INREV Guidelines Sustainability module update
17:15	Panel discussion
17:45	Networking cocktail

Speakers' bio followed:

		Paul Walters Partner PwC Paul is PwC’s Asia-Pacific Real Estate Assurance Leader, and serves as a regional representative on the PwC Global Real Estate Leadership team and industry technical committees, bringing a strong link into the global network of experience. Paul’s principle clients include public and private real estate funds and real estate entities. Paul also looks after other alternative asset class private funds. Paul has extensive experience on audit and advisory services, and also on advising clients on fund start-ups, fund listings, regulatory and compliance matters and internal controls around the investing, monitoring and operational functions. Paul sits on the Professionals Standards Committee of the Asia Association for Investors in Non-Listed Real Estate (“ANREV”), and authors the PwC & ANREV Review of Investor Reporting Trends Report, and co-authors the PwC & ULI Emerging Trends in Real Estate Survey.
		Jaideep Singh Panwar Manager, Sustainability & Governance Asia Pacific APG Asset Management Asia Jaideep is part of APG Asset Management’s Sustainability & Governance team and is based in Hong Kong. He is responsible for implementing APG’s Responsible Investment Policy in the Asia Pacific region, with a focus on South and Southeast Asia. This remit includes shareholder voting and ESG engagement for listed investments as well as due diligence and performance monitoring / improvement for alternative investments, including real estate. Prior to this, he has held roles at Sustainalytics and Responsible Research in Singapore, and earlier at EY in Mumbai. Jaideep has post graduate qualifications in business management (Indian Institute of Management, Ahmedabad) and in environmental management (National University of Singapore).
		Amélie Delaunay Director of Research & Professional Standards ANREV Amélie is responsible for the development and implementation of ANREV's Research, Performance Measurement and Professional Standards programme in Asia. Amélie has 14 years of experience in the real estate industry and a strong real estate consulting background initially with Ernst & Young. She has been based in Asia for 8 years. Educated at the Sorbonne in Paris, where she was awarded a post graduate degree in Urban Geography, Town Planning and Real Estate, Amelie also has an Advanced Master's Degree in Urban and Real Estate Management from ESSEC Business School in Paris.
		Lee-Young Yun, CFA Managing Director, Senior Fund Manager Orion Partners Lee-Young is a senior fund manager of two value-add real estate funds, and a member of the Senior Executive Committee within Orion Partners Real Estate Group overseeing the group’s China, Japan and Korea strategy. She also serves as Head of ESG for Orion Partners’ real estate, private equity, and infrastructure business. Lee-Young has over 15 years of portfolio management, capital raising, acquisitions, and asset management experience in the United States and Asia. Prior to Orion Partners, Lee-Young was with JPMorgan Real Estate Acquisition Group in New York, with successful direct real estate acquisitions of an aggregate value of US$ 2.5Bn. Before that, she was with Deutsche Bank in Korea. Lee-Young received her BA from Yonsei University in Seoul, Korea, and her Master's Degree from Massachusetts Institute of Technology (MIT).