Investor Conference:
Change creates opportunity

Investor Conference:
Change creates opportunity


Download presentation

Agenda | Wednesday, September 27, 2023 | NYSE

Download agenda


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
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

Download agenda

Changing the imperative from ‘energy transition’ to ‘energy addition’
September 2023 | 28 mins
Aggregate energy demand will continue to increase in the coming decades, which is creating attractive investment opportunities across both the alternative energy landscape and the traditional energy value chain.
Author Profile Picture

Tyler Rosenlicht

The Real Estate Reel: Three data points actually driving real estate investing today
September 2023 | 4 mins
Welcome to The Real Estate Reel from Cohen & Steers where we provide three insights on real estate investing in three minutes each month.
Author Profile Picture

Rich Hill

Essential assets: The case for listed infrastructure
September 2023 | 27 mins
Investors’ search for diversification and inflation protection has put a spotlight on infrastructure, made brighter by massive public investment programs and the accelerating transition to a digitized, decarbonized economy.
Author Profile Picture

Benjamin Morton

The role of real assets in today’s investment landscape
July 2023 | 27 mins
The market is pricing a rapid return to low and stable inflation. Supply-side risks threaten those expectations and heighten the attractiveness of real assets.
Author Profile Picture

Vince Childers, CFA

Preferred securities: Resetting for a new cycle
June 2023 | 25 mins
Recent bank turbulence and the end of the Fed’s rate-hiking cycle create what we believe may be an exceptional buying opportunity for preferreds.
Author Profile Picture

William Scapell, CFA

As private real estate sells off, our conviction in REITs grows
June 2023 | 24 mins
Recent market events, including a downturn in private real estate, give us greater conviction in our analysis showing favorable entry points emerging for global listed REITs.
Author Profile Picture

Rich Hill

Private real estate entry points emerging amid selloff
June 2023 | 20 mins
A 12-year investment cycle fueled by historically low rates is coming to an end as private real estate reprices
Author Profile Picture

James Corl

Things to do in the area

Places of interest, restaurants, coffee shops


Walking maps