Advisor Briefing Opportunistic and Value-Add Private Real Estate

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Advisor Briefing
Alternative Assets
Opportunistic and Value-Add Private Real Estate
Opportunistic and value-add private real estate fund investments are a popular asset class with US
pension funds, endowments and family office / HNW investors. This is because of their potential to
generate high risk adjusted returns that are non-correlated with traditional asset classes. Hear from a
leading US private real estate investment manager / operator, Bridge IGP, on the strategies which they
have used for over 25 years to consistently generate equity IRRs in excess of 20%. Consider if these
investment strategies, which are now available in Australia*, may be suitable for your clients. The
presentation will include a panel discussion with BT Financial Group and Zenith Investment Partners on
the benefits of these types of strategies for Australian investors. Refreshments and canapés will be
served at the conclusion of the panel discussion. Hosted and moderated by Spire Capital."
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* Spire USA ROC II Fund (AUD) (APIR:ETL0371AU )"
* Spire USA ROC Seniors Housing and Medical Properties Fund (AUD) (APIR:ETL0412AU )"
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Speakers!
Panelists!
Dan Stanger!
Piers Bolger!
Bridge Investment Group Partners, LLC"
Chief Investment Officer"
Real Estate Opportunity Capital Fund II, LP"
BT Financial Group"
Robb Chapin!
Dugald Higgins!
Bridge Investment Group Partners, LLC"
Chief Executive Officer"
ROC Seniors Housing and Medical Properties
Fund LP"
Zenith Investment Partners"
Senior Investment Analyst responsible for the
rating of each of the Spire USA ROC Funds"
Head of Research & Strategy - Advice and
Private Banks"
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Sydney!
Melbourne!
Wednesday, 19 November 2014
4.00PM - 6:00PM
Pullman Quay Grand (Level 2)
61 Macquarie Street, Sydney
Thursday, 20 November 2014
4.00PM - 6:00PM
Intercontinental Hotel The Rialto
495 Collins Street, Melbourne
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RSVP ‘Sydney’ or ‘Melbourne’ by 11th November to [email protected]!
Spaces are limited so please RSVP early to avoid disappointment
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