About this event
IIE Digital Roundtable
Rethinking the Insurance Opportunity Set
Commercial Real Estate in a post-COVID World
3-4.15pm / 1400-1515 CET / 10.00-11.15am EST
22nd November 2021
The disruption caused by COVID-19 has deeply impacted real estate fundamentals and accelerated a number of structural changes already underway. This has resulted in widespread cash flow shortfalls, extended asset-level business plans, and created potentially lucrative investment opportunities as real estate developers, sponsors, and operators adapt to shifts in consumer and tenant preferences and needs.
Real estate is a key asset class for insurers, and many believe that real estate assets can be strongly accretive to portfolios in a world marked by fair to stretched valuations and low yields
Join us for our latest roundtable, in partnership with PIMCO, as we debate the evolving landscape of commercial real estate markets, leveraging the latest insights from across the combined PIMCO and Allianz Real Estate platform that manages more than $190bn in real estate AuM.
Key discussion points include:
- The current state of the market
- Key considerations for insurers and insurance portfolios
- Navigating the future of office recovery
- Logistics and the acceleration of e-commerce penetration
- Road to gradual recovery in global hospitality
- Global structural undersupply of residential assets
- Opportunities created by the digital transformation wave
Don’t miss what should be a timely and fascinating discussion as we debate the dynamics and opportunities within commercial real estate across geographies, sectors, and capital structures.
Agenda
15.00-15.10 Welcome and opening remarks
Bob Swarup, Insurance Investment Exchange
15.10-15.40 Presentation: Commercial Real Estate in a post-Covid World
Ravi Anand & Tom Collier, PIMCO
15.40-16.10 Roundtable discussion and debate
16.10-16.15 Closing remarks
Please note that numbers are strictly limited for this and that your participation is vital given the intimate format. Please make every effort to attend or to send a colleague in your place if you cannot attend for any reason.
Our events are always complimentary for insurers, regulators and select independents. They are also eligible for CPD points and quarterly certificates will be issued to attendees to confirm their attendance.
We look forward to what should be an engaging interactive debate and to seeing you (virtually) on 22nd November.
In partnership with
Hosted by
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Team member
Bob Swarup Founder @ Insurance Investment ExchangeT
Founder, Insurance Investment Exchange. CEO, Camdor Global Advisors. Director, CIO Network, Geneva Association.
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Guest speaker
Tom Collier Executive Vice President, Product Strategist – Alternatives @ PIMCOG
Mr Collier is an executive vice president and alternatives strategist in the London office. Prior to joining PIMCO in 2012, he was a director at HSBC, evaluating alternative investment funds and strategies. He has 22 years of investment and financial services experience.
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Guest speaker
Alpita Maheshwari Vice President, Account Manager (UK and Ireland) @ PIMCOG
Ms Maheshwari is a vice president and account manager in the London office, focusing on institutional clients in the UK and Ireland. Prior to joining PIMCO in 2017, she was a senior portfolio analyst covering REITs at Honeywell’s pension fund. Previously, she was a research analyst at J.P. Morgan.
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Guest speaker
Ravi Anand Executive Vice President, Portfolio Manager - Private CRE (US) @ PIMCOG
Mr. Anand is an executive vice president and portfolio manager in the New York office, leading the team responsible for sourcing, underwriting and structuring US private real estate debt investments. He was previously with the CIM Group and GE Capital Real Estate.
Insurance Investment Exchange
Sharing knowledge and insights in a challenging insurance investment environmentThe Insurance Investment Exchange seeks to distil the new complexities of today and finding solutions for tomorrow. Our acclaimed events welcome leaders and senior professionals from across the insurance and investment sectors for thought-provoking and intelligent debate.
