Benchmark NYSE Investor Symposium

Benchmark NYSE Investor Symposium2019-02-08T22:59:17-05:00

JANUARY 22 2019

Positioning Portfolios for
2019

  • Arrival & Opening Remarks (2:23 – 13:30)
  • Best Ideas for 2019 by the Dragon Fund: Technology & Financials (14:03 – 28:15)
    Featuring: Drexel University’s Undergraduate Fund
  • Investing in the New Retail Economy (28:42 – 35:54)
    Featuring: Benchmark
  • Positioning Portfolios with ETFs & REITs: Structures, Advantages, and Liquidity (39:06 – 1:03:48)
    Moderator: Doug Yones, NYSE
    Featuring: Luke Oliver, DWS // Sean O’Hara, Pacer
  • Investing in the Technology & Intelligence Revolution (1:05:54 – 1:15:55)
    Featuring: Benchmark
  • Positioning Portfolios with Real Estate: Trends, Correlations, and Interest Rates (1:17:15 – 1:48:10)
    Moderator: Ronald Bohlert, NYSE
    Featuring: Mitch Roschelle, PwC // Stephanie Cegielski, ICSC // Bo Mills, JLL Capital Markets // Sam Chandan, NYU
  • Investing in the e-Commerce Boom (1:50:27 – 2:05:39)
    Featuring: Benchmark

Benchmark Index Solutions

SRVR Index // Technology SCTR
“Foundation of the Internet”

Foundation of Technology Index Presentation

INDS Index // Industrial SCTR
“Engine for e-Commerce”

Engines of eCommerce Index Presentation

RTL Index // Retail SCTR
“Experiential & ‘Click n Collect’ Retailers”

Gateway to the Consumer Index Presentation

SPEAKERS

Mitch Roschelle

Partner + Business Development Leader
PricewaterhouseCoopers LLP

Featured Thought Leadership:
Emerging Trends in Real Estate®

2019 could be an exciting year for real estate. As real estate continues to mature, we are witnessing the ongoing transformation of an industry dealing with a tight labor force, the implementation of new technology, and the adoption of practices to attract new capital to the asset class. Industry players are making plans to capitalize on the expected transition to what could be a more stable and sustainable real estate market.

Stephanie Cegielski

Vice President, Public Relations
International Council of Shopping Centers

Featured Thought Leadership:
The Halo Effect: How Bricks Impact Clicks

Retailers with physical stores experience higher web traffic, attract new customers and increase brand awareness in the market, according to a recent ICSC study, “The Halo Effect: How Bricks Impact Clicks.” The research revealed that opening a new physical store leads to a 37 percent average gain in overall traffic to a retailer’s website and increases its share of web traffic within that market by an average of 27 percent.

Dean Sam Chandan, PhD

Associate Dean
NYU SPS Schack Institute of Real Estate

Featured Thought Leadership:
The Changing Real Estate Capital Markets

The associate dean of the NYU Schack Institute of Real Estate discusses how economic and policy changes are impacting the real estate capital markets, the potential for a next recession and the risks investors should consider going forward. In addition, Dean Chandan is partner, global head of strategy, and a member of the investment committee at Capri Capital, a multinational investment management firm with approximately $4.0 billion of assets under management in the United States and additional interests in Sub-Saharan Africa and India. He is also co-host of the Real Estate Hour on SiriusXM Business Radio.

Bo Mills SIOR, CCIM

Managing Director
JLL Capital Markets – Head of  Industrial, Western US

Featured Thought Leadership:
Urban Infill: the Route to Delivery Solutions

With growth in e-commerce sales expected to double over the next ten years, the competition for consumers continues to heat up. And now, same-day delivery expectations have forced many companies to consider a number of different urban infill options in order to reach consumers in and around major U.S. cities. When these factors intersect in densely populated urban areas, many complicated variables are at play—and they drive a new “last mile” logistics cost paradigm.

Douglas M. Yones, ChFC

Head of Exchange Traded Products
New York Stock Exchange

Featured Thought Leadership:
Another Strong Quarter for NYSE Arca

2018 is likely to be remembered as the year without a summer slowdown, as ETF growth continued without respite over the hot and rainy months. In the last quarter, we saw an uncharacteristically active IPO marketplace and the launch of 46 new ETFs on NYSE Arca…

Luke Oliver

Head of U.S. ETF Capital Markets
DWS Investments

Featured Thought Leadership:
Ways to Use ETFs

Luke is the Head of U.S. ETF Capital Markets for Deutsche Xtrackers, is one of the founding members of the U.S. business, joining in 2009. In this capacity Luke has been a prominent member of the team that manages 40 exchange traded products and $14bn in assets under DBX Advisors, a Registered Investment Advisor. Mr. Oliver’s responsibilities have included portfolio management, product development and is now focused on running capital market liquidity for the growing U.S. business.

Sean O’Hara

Director
Pacer Financial

Featured Thought Leadership:
You Should Probably Own More Real Estate

Recently, investors have been weary of investing in Real Estate Investment Trusts (REITs). Memories of last decade’s real estate bubble still haunt them, but investors should remember that sentiment doesn’t always match fundamentals.It may be time to reconsider REITs…

Kevin R. Kelly

Founder, CEO + Managing Partner
Benchmark Investments

Featured Thought Leadership:
Two Crucial Questions for REIT Investors

Not all real estate is created equal and investors need to position themselves accordingly as different property sectors have different risk and return characteristics. This is especially critical as we enter a period of rising interest in the months ahead. In a rising interest rate environment, rising rents matter more than ever, and investors should focus on sectors that are positioned to potentially thrive in the upcoming rising interest rate environment.

The Dragon Fund

Undergraduate Equity Fund
Drexel University

Featured Thought Leadership:
The Dragon Fund

The Dragon Fund, a small equity portfolio managed by undergraduate students in Drexel’s LeBow College of Business, was one of the top-performing investments for the endowment, returning 26.2%. The fund has returned 12.5% annually since its inception in 2007, and has grown to $2 million from $250,000 during that time.

Benchmark Portfolio Solutions

SRVR // Technology SCTR
“Foundation of the Internet”

INDS // Industrial SCTR
“Engine for e-Commerce”

RTL // Retail SCTR
“Experiential & ‘Click n Collect’ Retailers”

Attractive Yields with Growth Potential

Real estate investment trusts (REITs) have historically provided steady dividend growth along with capital-appreciation potential.

Inflation Protection

REIT dividend growth has outpaced inflation in 18 of the past 20 years. REITs have historically exhibited a positive association with inflation surprises due to the impact of higher replacement costs on property values, as well as the ability of landlords to raise rents.

Potential Diversification Benefits

Since 1990, REITs have had a 0.55 correlation with broad equities and a 0.21 correlation with bonds. Combining assets with different performance drivers has the potential to improve risk-adjusted returns.