21 January 2025 8.30am – 10.30am + Add to calendar Breakfast Seminar Evelyn Partners

Join us at Evelyn Partner's Auditorium for Vision 2025, where we’ll take a deep dive into the Evolution of Funds and what it means for the future of real estate investment.

The morning will begin with a networking opportunity over a light breakfast, followed by the seminar. Rachel Portlock, Head of Research at AREF will start, by giving a brief overview of AREF’s history. This will be followed by a keynote presentation by Simon Marx, Head of Research at Lothbury Investment Management, who will explore The Evolution of Funds with key topics including the shift from balanced to specialist funds, lessons from past cycles, the future of institutional ownership, and the influence of international capital trends.

The event will feature a panel discussion including Anne Copeland (Newcore Capital) and Tim Russell (Aviva Investors) + more tbc. The panel will tackle pressing industry challenges, including unlocking the DC conundrum, navigating regulatory and liquidity issues, the impact of the Budget on funds, outcomes of LTAFs, the role of the Reserved Investment Fund (RIF) in shaping future opportunities, as well as evolving strategies to meet the needs of international investors. Finally, Paul Richards, CEO at AREF, will conclude the seminar with an overview of AREF's plans for the year ahead.

Speakers:

Keynote:

  • Simon Marx, Head of Research, Lothbury Investment Management

History of AREF:

  • Rachel Portlock, Head of Research, AREF

Panellists:

  • Anne Copeland, Head of Institutional Capital, Newcore Capital
  • Tim Russell, Senior Fund Manager, Aviva Investors

Final words:

  • Paul Richards, CEO, AREF

Date:

Tuesday 21st January 2025

Timing:

08:30am – networking and coffee & breakfast
09:00am – session starts
10:30am – session finishes. 

Venue:

Evelyn Partners
45 Gresham St
London
EC2V 7BG

Cost:

  • AREF Members: This event is FREE and open to all staff from AREF Fund, Affiliate, Associate and Investor member firms (view our list of members here). 
  • Trial Members:  Non-members are welcome to join this event for a fee of £100+VAT.  Please email us at [email protected] if you wish to register.

To Book:

AREF members should click here or the blue button below and log-in to book.