Real Estate Opportunities in Emerging Markets

“While most investors lack a deep understanding of emerging markets overall, most of them know enough to be excited about these countries and the investment opportunities they offer. That excitement is not unwarranted; however, some business sectors within these emerging markets offer greater opportunity than others and Real Estate is one of those sectors” -- Joel Wells, portfolio manager of Alpine Emerging Markets Real Estate Fund (AEMEX)

Emerging Markets Club in partnership with the Real Estate Club invites you to the panel discussion event “Real Estate Opportunities in Emerging Markets” to listen about the opportunities and risks prevailing in the real estate sector in emerging market countries. The event will be moderated by LBS’ Excellence in Teaching Award winner for Y2014 Professor João Cocco.

Speaker and Moderator Profiles

Roberto Varandas, Head of Business Development - Global Property, Aberdeen Asset Management PLC

Roberto Varandas is Global Head of Business Development - Property and is responsible for property funds distribution and the property business development team. Roberto sits on the Aberdeen Property Management Committee.

Roberto joined Aberdeen in September 2011 from UBS Global Asset Management where he was Head of Business Development - Europe for UBS Global Asset Management - Global Real Estate. Previously, Roberto worked for the Capital and Marketing Group, a capital markets adviser specialised in capital placement for alternative investments, in particular, property funds. Roberto has been involved in over 20 individual funds, totalling over €15 billion in equity capital.

Robert Ciemniak, Founder-CEO & Chief Analyst, Real Estate Foresight Ltd

In 2012, Robert Ciemniak started Real Estate Foresight Ltd, an independent consulting, analytics and research firm based in Hong Kong and focused on China. Real Estate Foresight supports foreign investors/managers in strategy development, city selection and due diligence, through in-depth market studies as well as top-down analysis. Before starting his own venture, Robert had spent over 13 years at Thomson Reuters in information business where he was Global Head of Real Estate Markets in Hong Kong and London, and before that Head of Corporate Foresight in Group Strategy in London. Robert holds a dual MBA degree from London Business School and Columbia Business School in New York. He also holds an International Master in chess title (inactive) and is an author of a book on the Internet and competitive strategy (1999).

Professor João Cocco

Joao Cocco is Professor of Finance at London Business School, a Research Affiliate of the Centre for Economic Policy Research, a fellow of the Center for Financial Studies, and a Research Fellow of Netspar, the Network for Studies on Pensions, Aging and Retirement. He holds a M.A. and a Ph. D. degree in economics from Harvard University.  Joao has carried out research on a wide range of topics, including banking, corporate governance, asset allocation, real estate finance, and pensions. His research has appeared in top finance and economics journals including the Journal of Finance, Journal of Financial Economics, Review of Financial Studies, Quarterly Journal of Economics, Journal of Monetary Economics, among others. His work has also been featured in leading newspapers and magazines, including: The Financial Times, The Times, Actuary, Pensions Week, among others. Joao is an accomplished teacher, who has won a number of teaching awards. He currently teaches Corporate Finance and Real Estate Finance at London Business School. Joao has held several consulting posts. He is Editorial Board Member of the Journal of Pension Economics and Finance.

The panel discussion event will be followed by a networking and drink session.

Event Details

Date: 21^st October 2014

Start Time: 17:00

Event Venue: LT1

Networking Venue: Park Restaurant Suite 2

Regards,

Emerging Markets Club Committee

and Real Estate Club Committee