Presentation
Agenda | Wednesday, September 27, 2023 | NYSE
| Time |
Title |
| 8:30–9:30AM | Registration and Breakfast |
| 9:30–9:40AM | Welcome Dan Charles, Head of Global Distribution |
| 9:40–10:00AM | Change creates opportunity Joe Harvey, Chief Executive Officer & President |
| 10:00–10:40AM | Real assets in the new regime Jeff Palma, Head of Multi-Asset Solutions Vince Childers, CFA, Head of Real Assets Multi Strategy Brent MacLellan, CFA, Vice President of Portfolio Construction & Analysis, Canada Life Moderator: Jon Cheigh, Chief Investment Officer & Head of Global Real Estate |
| 10:40–11:00AM | Break |
| 11:00–11:40AM | Preferred Securities: Resetting for a new cycle William Scapell, CFA, Head of Fixed Income and Preferred Securities Elaine Zaharis-Nikas, CFA, Senior Portfolio Manager, Fixed Income and Preferred Securities Jerry Dorost, CFA, Portfolio Manager, Fixed Income and Preferred Securities Moderator: Allie Quine, CFA, Portfolio Specialist |
| 11:40AM–12:20PM | AI’s impact on data centers Andy Power, President and Chief Executive Officer, Digital Realty (NYSE: DLR) Moderator: Harrison Klein, CFA, Senior Analyst, Real Estate |
| 12:20–1:30PM | Lunch |
| 1:30–1:50PM | The CRE market: What a long, strange cycle it’s been Rich Hill, Head of Real Estate Strategy & Research |
| 1:50–2:30PM | Real Estate: Attractive entry points emerge amidst market dislocation Jason Yablon, Head of US Listed Real Estate Jim Corl, Head of Private Real Estate Moderator: Ji Zhang, CFA, Portfolio Manager, Global Real Estate |
| 2:30–2:55PM | Built to last: Investing in global listed infrastructure Ben Morton, Head of Global Listed Infrastructure |
| 2:55–3:15PM | Break |
| 3:15–3:40PM | Changing the narrative from “energy transition” to “energy addition” Tyler Rosenlicht, Portfolio Manager, Global Listed Infrastructure |
| 3:40–4:25PM | An uncharted and unprecedented election season: Impact on real assets Dan Clifton, Partner and Head of Policy Research, Strategas Research Partners |
| 4:25–4:30PM | Closing Dan Charles, Head of Global Distribution |
| 4:30–6:00PM | Cocktail Reception NYSE—Ante Room |
INSIGHTS
Tyler Rosenlicht
Rich Hill
Benjamin Morton
Vince Childers, CFA
William Scapell, CFA
Rich Hill
James Corl
Data quoted represents past performance, which is no guarantee of future results. The views and opinions presented are as of the date of publication and are subject to change. There is no guarantee that any market forecast set forth will be realized. This material represents an assessment of the market environment at a specific point in time and should not be relied upon as investment advice, does not constitute a recommendation to buy or sell a security or other investment and is not intended to predict or depict performance of any investment.
This material is not being provided in a fiduciary capacity and is not intended to recommend any investment policy or investment strategy or to account for the specific objectives or circumstances of any investor. We consider the information to be accurate, but we do not represent that it is complete or should be relied upon as the sole source of appropriateness for investment. Cohen & Steers does not provide investment, tax or legal advice. Please consult with your investment, tax or legal professional regarding your individual circumstances prior to investing.
3168774