PERE Debt and Finance Forum 2019

The debt world is evolving as the lending market continues to diversify. Whilst banks still constitute the biggest part of the market, their dominance is decreasing as alternative sources of capital grow. This shift will continue through 2019 as lending from non-traditional sources continues to increase.

The PERE Debt and Finance Forum is your opportunity to connect with Europe’s most active debt fund managers; insurance companies, institutional investors, traditional bank lenders and borrowers as they discuss the biggest trends and latest developments in the real estate debt markets.

This forum is co-located with PERE Europe 2019

Why should you attend?

PERE has a long-standing history of connecting the private real estate community, providing high-quality content through its objective and in-depth coverage, keeping you abreast of industry movements on a global scale.

Secure your place today to immerse yourself in this insightful market intelligence.

Investors

Meet the biggest global debt fund managers and service providers to understand the current real estate financing environment and explore the trends that will influence your debt investment strategies.

Debt Fund Managers

Meet the region’s most insightful investors as they seek to diversify their exposure to debt strategies and hear perspectives on the current industry climate.

Lenders

Meet with your alternative and traditional lender peers to discover who is lending to which asset type and on what terms. Hear directly from the borrowers to understand how they are approaching leverage, pricing and relationship lending.

Speakers confirmed for 2019

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Sponsors confirmed for 2019

This Forum is co-located with PERE Europe 2019

PERE Europe 2019 focuses on the strategies that are influencing the market, the deals that are making the headlines, and the people who are driving innovation.

PERE has a long-standing history of connecting the private real estate community, providing content through its objectives and in-depth coverage, keeping you abreast of industry movements on a global scale.

Visit the forum’s website for more information.

Simon Durkin

Head of Real Assets Research, BlackRock Real Assets

Simon has over 20 years’ experience in real estate strategy and research, and has recently joined BlackRock Real Assets to head European research for the real asset platform. Previously he was Head of Research for BNP Paribas Real Estate leading a te… Read full bio

Rupert Gill

Director, BlackRock Real Assets

Rupert has almost 20 years of experience in real estate finance, and joined BlackRock in 2017 to head the European Real Estate Debt Team, based in London. At BlackRock, he oversees all European Real Estate Debt transactions and is responsible for the… Read full bio

Paul Lucas

Partner, Proskauer

Paul Lucas is a partner in the Corporate Department and a member of our Finance Group. Paul’s practice covers a wide variety of UK and international finance transactions. He specialises in real estate finance, including advising on senior/mezzanine f… Read full bio

Matthew Phillips

Principal, Valor Real Estate Partners

Matthew Phillips is a Principle at Valor Real Estate Partners and is responsible for Finance and Operations. At Valor he has been involved in the execution of c.20 asset / corporate transactions and leads the financing of all fund assets across Europ… Read full bio

Stephen Morito

Director, Eastdil Secured

Eastdil Secured Eastdil Secured, as the wholly owned real estate investment banking subsidiary of Wells Fargo and Company, specialises in arranging capital transactions within the private and public real estate debt and equity capital markets. Such t… Read full bio

Matthew Phillips

Principal, Valor Real Estate Partners

Josien Piek

Head of EMEA, GRESB

Josien is responsible for Europe, the Middle East and Africa for GRESB. As a macro economist she views the transition of the economic system into a just and sustainable eco-structure as the challenge of our time. She has a 25-year background in the f… Read full bio

Rohit Srivastava

SVP and Head of Brookfield’s Real Estate Financing Activity in Europe - Brookfield Asset Management

Rohit Srivastava is a Senior Vice President in Brookfield’s Real Estate Group, overseeing real estate capital markets activities in Europe. He is responsible for sourcing and executing financings for various investments in Brookfield’s real estate fu… Read full bio

Bill Schwab

Managing Partner, Real Estate Investments Company

Bill Schwab has served as Global Head of Real Estate for the Abu Dhabi Investment Authority (ADIA) from January 2009 to June 2018. He was responsible for an investment portfolio comprising direct and indirect investments, public and private debt and… Read full bio

Edward Tran

Partner, Katten Muchin Rosenman

Edward A. Tran is a partner with Katten Muchin Rosenman UK LLP. He focuses on corporate and transactional matters, including M&A, disposals, joint ventures, private equity, debt and equity financings and investment fund matters. Edward has been based… Read full bio

Francois Trausch

Chief Executive Officer, Allianz

François Trausch joined Allianz in January 2016 as Global CEO for Allianz Real Estate. Allianz Real Estate is the dedicated real estate investment specialist for the Allianz Group. Starting with a direct equity portfolio of ca. €20.5bn in 2008, Allia… Read full bio
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View the agenda

For more information on the agenda, please contact Amy Moon at amy.m@peimedia.com or call +44 207 566 5431

Download your copy of the agenda here

Day 1 Day 2
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Agenda

Day 1 - Tuesday 25th

PERE Debt & Finance 2019 - Day 1
08:00 - 08:40

Registration & networking

08:40 - 09:00

Introduction by PERE and welcome from the Chair

09:00 - 09:30

Keynote address

09:30 - 10:15

UK versus Europe: geopolitics and the post-Brexit investment dilemma

With the continued uncertainty around the outcome of Brexit, are UK investors ready to diversify away from a domestic strategy into a pan-European or global one? And what does Brexit mean for global investors? The depreciation of the pound post-referendum made UK assets cheaper for overseas investors but is this the only reason for investing in the UK or will good quality UK properties continue to provide long-term attractive income returns?

10:15 - 10:45

In conversation with

A global industry leader will sit down with PERE’s senior editor to discuss investing in real estate during times of unprecedented uncertainty

10:45 - 11:30

Coffee & networking

Under the microscope: case studies
11:30 - 12:45

Stream A: Deal Mechanics

11:30 - 12:45

Stream B: Capital Formation

11:30 - 12:45

Stream C: Debt & Financing

12:45 - 14:00

Lunch & networking

PERE Debt & Finance 2019 - Day 1
14:00 - 14:20

Presentation

14:20 - 15:05

European real estate finance market: where are we in the cycle?

  • Impact of decrease in quantitative easing combined with rising interest rates across jurisdictions
  • European real estate finance in a post-Brexit world: analysing the risks for UK lenders and opportunities for European lenders
  • Structuring loans against future uncertainties
  • Current availability of debt and financing for core and non-core assets and how risk sharing between lenders and borrowers is changing
15:05 - 15:35

Coffee & netowkring

PERE Debt & Finance 2019 - Day 1
15:35 - 16:20

The investment case for real estate debt funds

  • Return expectations, risk profiles and regulatory considerations of investing in debt funds
  • Choosing the right strategy: regionally focused versus pan-European debt funds
  • Distinguishing between different models: whole loan, senior or mezzanine funds
  • Measuring long-term loan performance
16:20 - 17:00

Borrowers’ perspective on sourcing debt in today’s crowded market

  • How easy is it to secure new acquisition financing/refinancing?
  • What do borrowers want from lenders in terms of relationships and structures? Nuances of working with bank vs non-bank lenders
  • Managing leverage, deciding how much debt to take and diversifying funding sources
  • Considering alternative sources of finance: corporate bonds, corporate finance, fintech, preferred equity
17:00 - 17:05

Chair's closing comments

17:05 - 19:30

Cocktail Reception

Agenda

Day 2 - Wednesday 26th

PERE Debt & Finance 2019 - Day 2
08:15 - 09:00

Investor breakfast (by invitation only)

08:30 - 08:55

Registration & networking

08:55 - 09:00

Welcome from the Chair

09:00 - 09:30

The return of the European CMBS market

09:30 - 10:30

Development, re-development and major renovation finance

  • Overview of the lending activities for development across Europe: LTV versus LTC constraints
  • Current risk appetite for development finance: how do traditional and alternative lenders differ?
  • Is debt the safest route into developing a build-to-core strategy?
  • Securing funding: what do developers need to be able to convince lenders to back them on speculative projects and on what terms?
10:30 - 11:00

Coffee & networking

PERE Debt & Finance 2019 - Day 2
11:00 - 11:45

The ‘new’ alternative lenders: how technology is giving rise to innovative financing platforms

  • How is the real estate lending landscape changing?
  • What and where are the opportunities for investors, developers and asset owners?
  • How are new dynamic financing models being regulated? And what happens in a market downturn? Do new models work through a real estate cycle?
  • Crowdfunding, marketplace lending, digital lending: how will traditional lenders innovate to stay relevant?
11:45 - 12:30

Real estate financing: the role of sustainability

  • Innovative financing and investment solutions for environmentally sustainable real estate
  • ESG integration into debt funds
  • What borrowers want: green loans versus green bonds
  • UK and European initiatives to standardise green lending and improve real estate sustainability
12:30 - 13:15

Lunch & networking

13:15 - 13:15

Close of conference

Sponsorship opportunities for 2019

PERE Debt and Finance offers a unique opportunity for organisations to raise their profile by aligning themselves with the information provider for the private real estate industry.

For more information on the available sponsorship opportunities contact:
Christopher Wagland, Business Development – EMEA

E: chris.w@peimedia.com | T: +44 (0) 0207 566 5475


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