Working in real estate (Fully Booked)
Tue 21 May 19 at Farmers & Fletchers, London

Working in real estate can mean many things to many people. Real estate asset managers focus on maximising a property's value for investment purposes – not to be confused with real estate property managers, who handle the day-to-day activities related to a property's operations and physical structure. And to complicate things further, other real estate managers take a more passive approach, allocating their resources through REITs.

A 2018 IPE Analysis found out that the 100 largest property fund managers in the world manage €3trn of assets between them. The global real estate investment management industry has almost doubled in size over the past five years, from €1.68trn in 2014 to €3trn today. The sector continues to be swelled by growing allocations from institutional investors and rising asset prices.*

The CFA UK career opportunities working group will moderate a panel discussion with real estate investment professionals to cover: 

  • Their career path and how they developed their investment beliefs
  • What is a typical day like?
  • What personality types are best suited to working in this asset class?
  • Required skills to manage money in the context of real estate investments

Please come ready to share your questions in an informal environment with other investment professionals. 

Please note if you require special assistance or have specific access requirements, please contact the events team at events@cfauk.org

Speakers
Mads Loewe
Managing Director, Ogilvy Capital


Mads Loewe is a managing director at Ogilvy Capital, a privately-held real estate investment manager focused on total capital opportunities across prime markets in Europe. Prior to this, Mads was head of underwriting and co-investments for Aerium, following six years in New York and London with a U.S. real estate investment bank and principal investor, lastly, as Head of the London office. Madsí previous experience also includes real estate investment and financing roles at Partners Group and Houlihan Lokey, respectively, as well as eight years as a New York attorney.

Mads holds a Masterís degree in business administration from the Wharton School (UPenn) and a Masterís degree in law from Boston University. He is a frequent speaker at real estate, investment and wealth conferences and regularly contributes to various trade publications, including Institutional Real Estate magazine.

James Coke
Deputy Fund Manager, Columbia Threadneedle Investments


James joined Columbia Threadneedle Investments in 2013. In his current role as Deputy Fund Manager he is responsible for sourcing, analysing and transacting property investments for the a number of pooled UK balanced funds. He is also responsible for liaising with internal and external stakeholders to ensure the value of those fundsí assets are maintained, and for disposing of assets which crystallise outperformance. In his time at Columbia Threadneedle Investments, James has completed c250 investment transactions totalling over £2BN.

Most recently, James has led efforts to diversify the UK real estate institutional fund range through the development of a new secure income strategy, which seeks to reduce the risks associated with investment in the asset class through a comprehensive assessment of lease terms and tenant covenant strength.

Before joining the company, James worked at JLL in the UK capital markets team, advising a range of institutional clients on property acquisitions and disposals throughout the UK. James is a qualified member of the Royal Institution of Chartered Surveyors (MRICS). He graduated with a BSc (Hons) in land management from the University of Reading in 2006.

When and where?

Date
Tuesday 21 May 19

Time
Registration: 18:00
Event: 18:30 - 19:30

Location
Farmers & Fletchers, 3 Cloth Street, London EC1A 7LD
View map | View directions

Nearest tube station
Barbican
TFL journey planner

Price
Member - ££0
Non-member - ££50