NB: PANEL SESSION TIMES AND SPEAKERS ARE SUBJECT TO CHANGE

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2 ADVISORY BOARD INFRASTRUCTURE AND REAL ESTATE Padraig Brown, head of real estate, Mercer Megan Chan, senior investment manager, unlisted assets & alternatives, State Super Melda Donnelly, investment committee, HESTA Simon Gross, senior asset manager, IOOF Holdings Miriam Patterson, head of real assets, TelstraSuper Kent Robbins, head of property and private markets, UniSuper Michael Sofer, consultant, Frontier Advisors Damien Webb, head of income and real assets, First State Super Justin Webb, head of risk, Whitehelm Capital NB: PANEL SESSION TIMES AND SPEAKERS ARE SUBJECT TO CHANGE DAY 1 TUESDAY FEBRUARY 19 INFRASTRUCTURE 12.00PM 12.30PM REGISTRATION AND LIGHT LUNCH WELCOME Colin Tate, chief executive, Conexus Financial PM THE RISE OF POPULISM AND THREAT OF REGULATORY RISK How can the swell of populism affect real assets? Where are the threats apparent and what has been experienced to date? What are the appropriate governance controls that can be employed? Bill Watson, chief executive officer, First Super Michael Sofer, consultant, Frontier Advisors 1.15 PM THE RE-CHARACTERISATION OF INFRASTRUCTURE AND REAL ASSETS How do asset owners classify infrastructure - where is the limit? What does the evolution of infrastructure mean for strategic asset allocation? How does the new characterisation of infrastructure impact risk tolerance for asset owners in late cycle market? Damien Webb, head of income and real assets, First State Super Ray King, portfolio manager, alternatives, IOOF Holdings Jordan Kraiten, head of infrastructure, Hostplus 2.00 PM GOVERNANCE: THE REAL CHALLENGES OF REAL ASSET MANAGEMENT What is the value proposition of direct ownership? What are the pros and cons of having staff vs experts on boards? Does the cost of direct management represent value? What are learnings from asset owner experiences? Kent Robbins, head of property and private markets, UniSuper Claire Heeps, environment, social and governance, real assets, AustralianSuper Tania Freeman, senior consultant, JANA 2.30 PM AFTERNOON TEA

3 3.00 PM NON-CORE: ARE EMERGING AND FRONTIERMARKETS WORTH THE RISK? Does non-core infrastructure offer better opportunity than core markets? How to balance fundamental valuations with heightened political risk Considerations when selecting investments in emerging or frontier markets Justin Webb, head of risk, Whitehelm Capital Dania Zinurova, director of manager research, Willis Towers Watson Moderator: Megan Chan, senior investment manager, unlisted assets and alternatives, State Super 3.40 PM UNDERSTANDING THE LAY OF THE FARMLAND How is technology influencing agriculture? How to assess performance and risk mitigation in farmland What is best practice in farmland sustainability? SPEAKER: Justin Ourso, head of real assets, Nuveen Moderator: Suzanne Tavill, managing director, StepStone Group 4.10 PM RENEWABLES ALLOCATION: DOES ENERGY STACK UP? How has the technology evolved and what does the future look like? How do the various technologies options compare? What factors are limiting investment in renewables? Isabelle Demir, head of real assets, Frontier Advisors Anish Butani, director, private markets, bfinance Angela Ruchin, senior consultant, JANA 4.50 PM COMPETING FOR CAPITAL: REAL ESTATE VERSUS INFRASTRUCTURE ALLOCATION Has the tide turned for both direct real estate and infrastructure? How does these asset class fit within product offerings? What will new paradigms in real estate and infrastructure investment look like? Miriam Patterson, head of real assets, TelstraSuper Nick Kelly, senior investment consultant, Willis Towers Watson Ken Atchison, managing director, Atchison Consultants Moderator: Richard Hedley, chief investment officer, State Super (SAS Trustee) 5.30 PM DAY ONE CLOSE 6.30 PM OFFICIAL EVENT DINNER MELBOURNE CBD LOCATION

4 DAY 2 WEDNESDAY FEBRUARY 20 REAL ESTATE 8.30AM 9.00AM REGISTRATION AND COFFEE WELCOME AND INTRODUCTION 9.15 AM POLITICAL AND GEOPOLITICAL IMPACT ON MARKETS AND SECTORS Where are the likely winners and losers of the geopolitical tensions? How are political factors and demographics affecting real estate? Is now the time to be exploring emerging markets India and China? Padraig Brown, head of real estate, Mercer Susan Orr, senior consultant, JANA 9.50 AM THE U.S. ECONOMIC LANDSCAPE AND INVESTING THROUGH THE CYCLE How to evaluate valuation and performance through the cycle? Will 2 nd tier cities in the United States match the hype? Do speciality sectors offer true downside protection? Blaise Keane, senior portfolio manager, Heitman America Real Estate Trust Moderator: Tim Stringer, chief investment officer, International Property Funds Management AM MORNING TEA AM CAPITAL EXPOSURE: WHERE TO IN THE STRUCTURE? What is the global and local outlook for market returns: income and changing valuations? How do the risk reward characteristics stack up at this stage of the investment cycle? How to compare the volatility between listed and unlisted debt and equity? Indraneel Karlekar, head of global research, Principal Global Investors Qualitas (TBC) AM NET-NET-NET IN COMMERCIAL REAL ESTATE Has the commercial tripe net lease evolved around the world? How are alternative financing arrangements & tax changes impacting the market? What should an investor look for in triple net tenants and property? Kevin Cooper, co-head of real estate UK, Intermediate Capital Group PM MULTI-FAMILY AND THE BUILD-TO-RENT SECTOR How are these sectors evolving around the world? How do each of these sectors weigh up in Australian vs the international market? What factors are limiting asset owners from making investments in these sectors? Chris Bedingfield, principal and portfolio manager, Quay Global Investors

5 12.30 PM RETAIL IN THE CONTINUING MALL APOCALYPSE How is the paradigm of shopping evolving and where are bricks and mortar resilient? The changing nature of retail real estate and consumer credit How do the comparative valuations of retail internationally compare and what can one interpret from the data? Richard Tanner, manager director, AEW UK Moderator: Simon James, consultant, Mercer 1:00 PM LUNCH 2.00 PM ASSESSING THE OFFICE FUNDAMENTALS AND OPPORTUNITIES FOR GROWTH Will the changing nature of work impact buildings favourability? The current evolution in the tenancy mix Is there still value-add in refurbishing buildings? Josh McHutchison, managing director, investment management Australia, Lendlease 2:30 PM THE IMPACT OF POLICY ON MEDICAL AND HEALTHCARE CENTRES The intersection of demographics, policy and medical treatments Determining location (domestic and international) exposure Does this sector provide a true defensive asset class? Lidia Medojevic, senior investment consultant, Willis Towers Watson 3.00 PM AFTERNOON TEA 3:30 PM TECHNOLOGY TRANSFORMATION OF BUILDING AND REAL ESTATE MANAGEMENT Technology solutions and innovations in building maintenance and management Developments in environmentally sustainable materials How to future-proof assets for climate risk and technological obsolesces Ian Gardner, head of asset performance and lifecycle advisory, Napier & Blakeley 4:00 PM ACTIVE MANAGEMENT: WHAT ARE THE LEVERS TO PULL? What are the new opportunities in real estate in specialist sector, value-added and opportunistic strategies? How do you optimise the various agency relationships with fund management, asset management, governance and the sale of assets? What are the key issues for boards of trustees and investment committees in managing a direct portfolio and what is the impact of scale? Alex Misev, portfolio manager - property, First State Super Jennifer Johnstone-Kaiser, property specialist, Frontier Advisors Spiros Deftereos, head of property, Hostplus 4:30 PM EVENT CLOSE