Connecting real estate investors, lenders and borrowers across Europe

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.

Register your interest 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.

2019 Speakers included

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View all speakers

2019 Sponsors included

This Forum is co-located with PERE Europe 2020

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

2019 Speakers included

Christian Aufsatz

Managing Director, DBRS Ratings Limited

Christian Aufsatz heads up the European Structured Finance and Covered Bonds ratings teams at DBRS. Until end-2018, he had the direct responsibility for European CMBS and NPL transactions as the team leader for both asset classes. He joined DBRS in O… Read full bio

Elisabeth Baltay

Partner, Proskauer

Elisabeth Baltay is a partner in the Firm’s European Restructuring Group. Elisabeth represents clients in complex multi-jurisdictional financing and alternative capital financing, restructurings, real estate and asset financing, public to private fin… Read full bio

Matthias Baltes

Managing Director-Head of EMEA CRE Finance, Managing Director, Head of EMEA CRE Finance

Matthias Baltes is a Managing Director and Head of EMEA Commercial Real Estate Finance at Bank of America Merrill Lynch in London. He has joined Merrill Lynch in 2005. The real estate finance group at Bank of America engages in direct asset finance a… Read full bio

Emile Boustani

Director - Asset-backed Products, Societe Generale

Emile Boustani has been a member of the securitization and asset-backed products team at Société Générale since 2012. He is involved in the structuring of a wide range of secured funding, bespoke risk transfer and bespoke originate and distribution d… Read full bio

Jonathan Brasse

Senior Editor, PERE

Jonathan Brasse is the senior editor for PEI Media’s Real Estate Group which comprises the group's real estate publications, PERE and Real Estate Capital. Jonathan leads the group’s editorial team and is responsible for setting the agendas for the pr… Read full bio

Colin Campbell

Chairman, Pradera

Colin is Chairman of Pradera and Chairman of its Investment Committee. Colin was the effective co-founder of Pradera in January 2000. Colin built and led the team to around 90 people in nine countries responsible for around €3 billion of shopping cen… Read full bio

Andrew Carter

Chief Executive Officer, Centre for Cities

Andrew became Chief Executive of the Centre in April 2017. Before that he was the Deputy Chief Executive and Director of Policy and Research with overall responsibility for the Centre’s research and policy programme. Andrew has over 20 years of exper… Read full bio

Lesley Chen Davison

Director of Banking and Treasury, Delancey

Brian York Colwell

Co-Founder & Managing Partner - LCN Capital Partners

Mr. Colwell is Co-Founder & Managing Partner of LCN Capital Partners where he jointly oversees all the aspects of the firm's investment activities and operations globally. He serves as one of LCN’s two-member Investment Committee. LCN Capital Partner… Read full bio

Daniel Cunningham

Editor, Real Estate Capital

Daniel Cunningham is the editor of Real Estate Capital, contributing to and coordinating coverage of European real estate finance markets for the title's print and digital channels. He has more than 14 years’ experience writing about the real estate… Read full bio

Peter Cuthbert

President, Fiera Real Estate

Peter has more than 30 years of experience within the Canadian commercial real estate investment industry. Peter has been with Fiera Properties throughout their formative years and instrumental in the development and growth of the firm’s business. Pr… Read full bio

Amal Del Monaco

Head of Sector Specialists, AXA IM - Real Assets

Amal Del Monaco is currently Head of Sector Specialists at AXA IM - Real Assets. She is responsible for the team of real asset sector specialists within the larger Asset Management & Development team. She is a member of the AXA IM - Real Assets Globa… Read full bio

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

Kristina Foster

Managing Director, Barings

Kristina Foster is member of Barings Alternative Investments, a global real estate, private equity and real assets platform. Kristina is a Managing Director, Real Estate Finance – Europe and is responsible for originating and structuring real estate… Read full bio

Roland Fuchs

Head of European Real Estate Finance, Allianz Real Estate

Roland Fuchs is the Head of European Real Estate Finance and a Member of the Executive Committee at Allianz Real Estate. He is also foreseen to become the Co-Fund Manager of the debt fund and he is a Voting Member on the Debt Investment Committee. Ro… Read full bio

Anne Gales

Partner, Threadmark

Anne is a co-founder of Threadmark. She has over 25 years experience of capital raising and financial markets, and has advised and raised capital for over 50 different fund managers in real estate, credit, infrastructure and private equity since 2002… Read full bio

Jim Garman

Global Co-Head of Real Estate Investing, Goldman Sachs

Jim is global co-head of the Merchant Banking Division (MBD) Real Estate Group and head of MBD Real Estate in EMEA. In these roles, he is responsible for the design and implementation of MBD’s real estate investment strategies. Jim is a member of the… Read full bio

Jessica Hardman

Managing Director, Head of Real Estate Group UK & Ireland, DWS

Jessica leads the DWS’s Portfolio and Asset Management Real estate business run from the UK office. She is responsible for an international client base overseeing European and Global portfolios from core to value-add strategies. Previously, Jessica w… Read full bio

Paul House

Managing Partner, Venn Partners

Paul House, Managing Partner: “Paul is a Managing Partner and founder of Venn Partners Commercial Real Estate business. Previously, Paul spent over 20 years with Citigroup, from an initial start as a credit analyst in Canada in 1993 he moved to a var… Read full bio

Nassar Hussain

Managing Partner, Brookland Partners

Nassar has in excess of 25 years of experience in real estate finance, structured finance and real estate investment. During this time he has established a number of successful real estate platforms (both principal and advisory). Nassar was the found… Read full bio

Emma Jack

Head of European Debt Originations, PGIM Real Estate

Emma Jack is an executive director with PGIM Real Estate. In this role, she is responsible for sourcing debt investments throughout Europe. Emma joined the company in 2017 with over 10 years in the commercial real estate industry. Prior to her role a… Read full bio

Stefan Jaeger

Managing Director - Acquisitions - Europe, Colony Capital

With more than 17 years of experience in the financial services and investment management industry, Stefan Jaeger currently serves as Managing Director of Colony Capital, Inc. where he is responsible for the sourcing, evaluation, structuring, consumm… Read full bio

Arthur Jennings

Managing Director, Fortwell Capital

Arthur is Managing Director at Fortwell Capital and has ultimate responsibility for the origination, underwriting and portfolio management of the Fortwell Capital loan book. Arthur joined the company as Head of Real Estate Finance in May 2016 and was… Read full bio

Michael Kavanau

Head of Debt and Equity Team, HFF

Mr. Kavanau is a Senior Managing Director and co-head of the London office of HFF (NYSE: HF) with more than 25 years of experience in commercial real estate, including debt, investment advisory and equity placement. He is primarily responsible for or… Read full bio

Oliver Knight

Flexible Office Director, Landsec

Oliver Knight is Landsec’s Flexible Office Director and Head of Myo – Landsec’s new flexible office brand. Oliver Knight has over a decade of experience in leading leasing and sales strategies for major commercial and residential developments across… Read full bio

Cyrus Korat

Partner, DRC Capital

Cyrus Korat is a founding partner of DRC Capital, a dedicated investment advisor specialising in European real estate debt. Cyrus has held senior management positions in capital markets for over 15 years and was formerly Head of Structured Credit Tra… Read full bio

Victoria Landsbert

Partner, White & Case

Victoria Landsbert is a partner in the Firm's London office, combining significant experience in both commercial real estate finance and commercial real estate transactions. Victoria has worked on both "loan on asset" and "loan on loan" real estate f… Read full bio

Michael Lightbound

Finance Partner, Argent Services

Mike joined Argent in 2007 and is a founding partner of the Argent (Property Development) Services LLP. As Finance Partner Mike overseas the financial aspects of Argent and its projects including cash flow, allocation of budgets across projects, repo… Read full bio

Rod Lockhart

Head of Capital Markets and Fund Management, LendInvest

A qualified chartered surveyor, Rod spent more than 10 years at CBRE where he was a Senior Director in its corporate finance division. There he advised UK and global institutional fund and pension scheme clients on direct and indirect real estate inv… Read full bio

Ludo Mackenzie

Head of Commercial Property, Octopus Real Estate

Ludo joined Octopus Property, a leading specialist UK property lender, in 2013 to start their commercial lending platform. Since then, the business has raised two institutionally backed debt funds and completed c. £1bn of lending in the UK. Previousl… Read full bio

Lara Marrero

Principal & Strategy Director - Global Retail Practice Lead, Gensler

Lara joined the Gensler team in 2002 and has over 18 years of experience spanning retail, workplace, hospitality and entertainment experiences. As strategy director and Gensler’s global retail practice leader, Lara brings insights that result in inno… Read full bio

Karen Martinus

Global Research Associate, USAA Real Estate

Karen is an Associate within USAA Real Estate’s Research team, based in Amsterdam. Karen leads the firm’s research efforts in Europe and is responsible for assisting in the development of real estate investment strategy, as well as creating research… Read full bio

Laia Massague

Principal, StepStone Group

Ms. Massague is a Principal in the real estate team. Prior to StepStone, Ms. Massague worked with the real estate finance fund at GAM International where she was responsible for the conception, structure and execution of real estate investments acros… Read full bio

Stephen Morita

Director, Eastdil Secured

Stephen Morita is a Director at Eastdil Secured LLC based in London responsible for the firms U.K. and European CRE debt placement and structured finance transactions. Stephen joined Eastdil Secured in 2010 having previously worked for Arch Bay Capit… Read full bio

Chris Papachristophorou

Managing Partner - Founder, Invel Real Estate Management

Chris is the Founder and Managing Partner at Invel Real Estate (“Invel”), a European real estate investor and asset manager. Prior to Invel, Chris was a Managing Director and Global Head of RREEF Opportunistic Investments, the division of RREEF Real… Read full bio

Peter Papadakos

Managing Director, Green Street Advisors

Peter is a Managing Director at Green Street and a lead research analyst for the European region. Since joining the firm in 2010, he has launched coverage of more than 30 property companies. Peter has played a central role in helping investors unders… 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

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 transformation of the economic system into a just and sustainable eco-structure as the challenge of our time. She has a 25-year background in t… Read full bio

Alex Price

CEO, Palmer Capital

Alex joined Palmer Capital in 2003, initially charged with creating the fund management business within Palmer Capital. He set up and managed the Palmer Capital Development Fund and its successor vehicle. He was promoted to Chief Executive in 2008. P… Read full bio

Uma Rajah

CEO & Co-Founder, CapitalRise

After graduating with a Masters in Engineering from Cambridge University, Uma’s early career was with Mars Group, where she spent 10 years in product innovation for household names such as Mars, Celebrations and Galaxy. During this time, Uma develope… Read full bio

Thomas Rapp

Managing Director, Wells Fargo

Thomas Rapp is a Managing Director in Wells Fargo’s Asset Backed Finance unit in London where he focusing on origination and structuring of Subscription Credit Facilities in Europe. He is Co-Head of the global Subscription Finance origination team. T… Read full bio

Jeffrey Rubinoff

Partner, White & Case

Jeffrey Rubinoff is a Partner in the firm's London Banking practice. Jeffrey has represented both sides of the deal table on domestic and pan-European real estate finance and NPL transactions. He works with a wide range of clients from private equity… Read full bio

Thomas Schneider

Managing Director & Founder, BrickVest

Thomas has over 16 years of experience in real estate investment, finance and development. Most recently, he was the founder and CEO of Limmat Group, a real estate private equity company focusing on investing and developing real estate projects in Eu… 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

Anthony Shayle

Head of Real Estate Debt EMEA, UBS Asset Management

Anthony Shayle is Head of Real Estate Debt EMEA and Portfolio Manager for UBS-PREMF within Real Estate Debt UK (RE-UK-DT), businesses which form part of Real Estate & Private Markets within UBS Asset Management (UBS-AM). Anthony Shayle was appointed… Read full bio

Ellis Sher

Co-Founder and Chief Executive Officer, Maslow Capital

Ellis is the Co-Founder and CEO of Maslow Capital, a specialist provider of structured property finance. He has 20 years of experience across banking, structured credit and property finance. A qualified Chartered Accountant by training, Ellis’s caree… Read full bio

David Skinner

Managing Director, Real Estate Strategy and Fund Management, Aviva Investors Real Assets

David is accountable for Investment Strategy and Fund Management in the Real Estate business. He is instrumental in the ongoing repositioning of AI’s real estate funds in line with the businesses value oriented, high conviction and disciplined invest… Read full bio

Richard Spencer

Managing Director, Goldman Sachs

Richard is a member of the Real Estate Principal Investment Area (REPIA) in the Merchant Banking Division (MBD), where he covers the origination, execution and asset management of real estate equity and credit investments across Europe. He is a membe… 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

Rob Stevenson

Chief Strategy Officer, TechSpace

Rob Stevenson is Chief Strategy Officer of Techspace where he leads corporate development and growth. He is a specialist in working in high growth business having previously founded, worked with and advised scaling technology businesses collectively… Read full bio

Edward Tran

Partner, Katten Muchin Rosenman

Edward Tran is a partner with Katten Muchin Rosenman UK LLP. He advises clients worldwide on corporate real estate and other transactional matters, including mergers and acquisitions, private equity, joint ventures, co-investments, other fund investm… 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

Zach Vaughan

Managing Partner and Head of Brookfield’s Real Estate Activities in Europe, Brookfield Asset Management

Zach Vaughan is a Managing Partner in Brookfield’s Real Estate Group, responsible for Brookfield’s European real estate investments. In this role, he oversees all of Brookfield’s real estate activities, including investments, portfolio management and… Read full bio

Jeroen Verheijden

Managing Director, Clarion Partners

Jeroen Verheijden is an equity owner, Managing Director and Senior Account Manager at Clarion Partners. He is also the head of Clarion’s office in London, England. He sits on the Board of Director of Clarion Partners Europe Ltd. As part of the Global… Read full bio

Martijn Vos

Senior Portfolio Manager, APG Asset Management

On behalf of APG Asset Management Martijn Vos is Senior Portfolio Manager for European Property Investments. Martijn leads the assessment, due diligence process, deal-team and negotiation of corporate and private real estate investment transactions f… Read full bio

Stuart Watson

Contributing Reporter, PERE

Stuart is a features writer specializing in the built environment. He began his journalistic career at Property Week 20 years ago before turning freelance in 2001. Since then he has been a regular contributor to a number of publications including PER… Read full bio

Hein Wegdam

Director Sustainable Real Estate Products, ING Real Estate Finance

Hein has over seven years of experience in ING’s Real Estate Finance department. He has structured several commercial real estate deals in the Netherlands over the past few years involving sustainable and innovative building projects. He was also inv… Read full bio

Martin Wheeler

Co-Head Real Estate, ICG Longbow

Martin is a co-founder of ICG-Longbow and a Member of ICG-Longbow's Management Committee, Investment Committees and Asset Management Committee. Martin’s responsibilities include: (i) defining the investment strategy; (ii); Participating in the Invest… Read full bio

Deniz Yegenaga

Director, BlackRock

Deniz Yegenaga is a credit research analyst in the European Asset Backed Securities team within BlackRock's Global Fixed Income group. She is also responsible for credit analysis and investment recommendations on investment grade real estate corporat… Read full bio

Chiara Zuccon

Senior Director, CBRE

Chiara Zuccon is a Senior Director working across UK Strategic Projects and the Debt & Structure finance teams. This gives her a unique insight into the delivery and capital structures of the most complex schemes in the UK which often include a resid… Read full bio
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View the 2019 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 2019 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

Bill Schwab
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Bill Schwab

Managing Partner, Real Estate Investments Company

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09:00 - 09:30

Keynote address - The role of physical real estate in the future of the high street

Andrew Carter
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Andrew Carter

Chief Executive Officer, Centre for Cities

Read bio
09:30 - 10:15

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

Edward Tran, Simon Durkin, Jim Garman, Jessica Hardman, David Skinner

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?

Moderated by: Edward Tran, Partner, Katten Muchin Rosenman

 

A speaker photo for Edward  Tran

Edward Tran

Partner, Katten Muchin Rosenman

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A speaker photo for Simon Durkin

Simon Durkin

Head of Real Assets Research, BlackRock Real Assets

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A speaker photo for Jim Garman

Jim Garman

Global Co-Head of Real Estate Investing, Goldman Sachs

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A speaker photo for Jessica Hardman

Jessica Hardman

Managing Director, Head of Real Estate Group UK & Ireland, DWS

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A speaker photo for David Skinner

David Skinner

Managing Director, Real Estate Strategy and Fund Management, Aviva Investors Real Assets

Read bio
10:15 - 10:45

In conversation with

Jonathan Brasse, Francois Trausch

François Trausch will discuss how Allianz became the biggest European institutional investor in real estate and second biggest globally with $48.2 bn of equity committed to private real estate.  He will share how Allianz’s real estate platform has grown substantially over the past 3 years and will discuss the rationale behind plans to raise third party capital for the first time in its history to increase the scale of its real estate lending capabilities.

Interviewer: Jonathan Brasse, Senior Editor, PERE

Interviewee: Francois Trausch, Chief Executive Officer, Allianz Real Estate

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Jonathan Brasse

Senior Editor, PERE

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A speaker photo for Francois Trausch

Francois Trausch

Chief Executive Officer, Allianz

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10:45 - 11:30

Coffee & networking

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

Stream A

Brian York Colwell, Martijn Vos, Zach Vaughan

APG’s sale of its 25% stake in CitizenM to GIC

Speaker: Martijn Vos, Senior Portfolio Manager Real Estate, APG Asset Management

Corporate sale-leaseback investing

Speaker: Bryan Colwell, Co-founder & Managing Partner, LCN Capital Partners

Brookfield’s largest real estate fund

Speaker: Zach Vaughan, Head of Real Estate Europe, Brookfield

A speaker photo for Brian York Colwell

Brian York Colwell

Co-Founder & Managing Partner - LCN Capital Partners

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Martijn Vos

Senior Portfolio Manager, APG Asset Management

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A speaker photo for Zach Vaughan

Zach Vaughan

Managing Partner and Head of Brookfield’s Real Estate Activities in Europe, Brookfield Asset Management

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11:30 - 12:45

Stream B

Chris Papachristophorou, Alex Price, Peter Cuthbert, Jeroen Verheijden

Invel’s acquisition of the remaining stake in NBG Pangaea Real Estate Investment

Speaker: Chris Papachristophorou, Managing Partner, Invel Real Estate Managememt

 

Palmer Capital’s 80% stake sale to Fiera Capital

Speakers: Alex Price, Chief Executive Officer, Palmer Capital

Peter Cuthbert, President, Fiera Real Estate

 

Clarion Partners’ acquisition of a majority stake in Gramercy Europe

Speaker: Jeroen Verheijden, Managing Director, Clarion Partners

A speaker photo for Chris Papachristophorou

Chris Papachristophorou

Managing Partner - Founder, Invel Real Estate Management

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A speaker photo for Alex Price

Alex Price

CEO, Palmer Capital

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A speaker photo for Peter Cuthbert

Peter Cuthbert

President, Fiera Real Estate

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A speaker photo for Jeroen Verheijden

Jeroen Verheijden

Managing Director, Clarion Partners

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12:45 - 14:00

Lunch & networking

PERE Debt & Finance 2019 - Day 1
14:00 - 14:05

Welcome from the Chair

Anthony Shayle
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Anthony Shayle

Head of Real Estate Debt EMEA, UBS Asset Management

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14:05 - 14:20

Private real estate debt in numbers

Daniel Cunningham

Presented by: Daniel Cunningham, Editor, Real Estate Capital

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Daniel Cunningham

Editor, Real Estate Capital

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14:20 - 15:05

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

Jeffrey Rubinoff, Roland Fuchs, Emma Jack, Rohit Srivastava, Martin Wheeler
  • 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

Moderated by: Jeffrey Rubinoff, Partner, White & Case

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Jeffrey Rubinoff

Partner, White & Case

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A speaker photo for Roland Fuchs

Roland Fuchs

Head of European Real Estate Finance, Allianz Real Estate

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A speaker photo for Emma Jack

Emma Jack

Head of European Debt Originations, PGIM Real Estate

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A speaker photo for Rohit Srivastava

Rohit Srivastava

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

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A speaker photo for Martin Wheeler

Martin Wheeler

Co-Head Real Estate, ICG Longbow

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15:05 - 15:35

Coffee & networking

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

The investment case for real estate debt funds

Paul House, Stefan Jaeger, Cyrus Korat, Ludo Mackenzie, Richard Spencer
  • 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

Moderated by: Paul House, Managing Partner, Venn Partners

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Paul House

Managing Partner, Venn Partners

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A speaker photo for Stefan Jaeger

Stefan Jaeger

Managing Director - Acquisitions - Europe, Colony Capital

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A speaker photo for Cyrus Korat

Cyrus Korat

Partner, DRC Capital

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A speaker photo for Ludo Mackenzie

Ludo Mackenzie

Head of Commercial Property, Octopus Real Estate

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A speaker photo for Richard Spencer

Richard Spencer

Managing Director, Goldman Sachs

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16:20 - 17:00

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

Elisabeth Baltay, Lesley Chen Davison, Michael Kavanau, Stephen Morita, Matthew Phillips
  • 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

Moderated by: Elisabeth Baltay, Partner, Proskauer

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Elisabeth Baltay

Partner, Proskauer

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A speaker photo for Lesley Chen Davison

Lesley Chen Davison

Director of Banking and Treasury, Delancey

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A speaker photo for Michael Kavanau

Michael Kavanau

Head of Debt and Equity Team, HFF

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A speaker photo for Stephen Morita

Stephen Morita

Director, Eastdil Secured

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A speaker photo for Matthew Phillips

Matthew Phillips

Principal, Valor Real Estate Partners

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17:00 - 17:05

Chair's closing comments

Anthony Shayle
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Anthony Shayle

Head of Real Estate Debt EMEA, UBS Asset Management

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17:05 - 19:30

Cocktail Reception

Agenda

Day 2 - Wednesday 26th

PERE Debt & Finance 2019 - Day 2
08:00 - 08:40

Investor breakfast (by invitation only)

08:30 - 08:55

Registration & networking

08:55 - 09:00

Welcome from the Chair

09:00 - 09:45

The return of the European CMBS market

Christian Aufsatz, Matthias Baltes, Emile Boustani, Nassar Hussain, Deniz Yegenaga
  • From CMBS 1.0 to 2.0: how has the structure evolved?
  • Is the comeback sustainable?
  • Investor demand for CMBS
  • New acquisition finance or refinancing: when to choose CMBS

 

Moderated by: Christian Aufsatz, Managing Director, DBRS

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Christian Aufsatz

Managing Director, DBRS Ratings Limited

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A speaker photo for Matthias Baltes

Matthias Baltes

Managing Director-Head of EMEA CRE Finance, Managing Director, Head of EMEA CRE Finance

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A speaker photo for Emile Boustani

Emile Boustani

Director - Asset-backed Products, Societe Generale

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A speaker photo for Nassar Hussain

Nassar Hussain

Managing Partner, Brookland Partners

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A speaker photo for Deniz Yegenaga

Deniz Yegenaga

Director, BlackRock

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09:45 - 10:30

Development, re-development and major renovation finance

Chiara Zuccon, Kristina Foster, Arthur Jennings, Thomas Rapp, Ellis Sher
  • 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?

Moderated by: Chiara Zuccon, Senior Director, CBRE

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Chiara Zuccon

Senior Director, CBRE

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A speaker photo for Kristina Foster

Kristina Foster

Managing Director, Barings

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A speaker photo for Arthur Jennings

Arthur Jennings

Managing Director, Fortwell Capital

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A speaker photo for Thomas Rapp

Thomas Rapp

Managing Director, Wells Fargo

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A speaker photo for Ellis Sher

Ellis Sher

Co-Founder and Chief Executive Officer, Maslow Capital

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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

Daniel Cunningham, Rod Lockhart, Uma Rajah, Thomas Schneider
  • 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?

Moderated by: Daniel Cunningham, Editor, Real Estate Capital

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Daniel Cunningham

Editor, Real Estate Capital

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A speaker photo for Rod Lockhart

Rod Lockhart

Head of Capital Markets and Fund Management, LendInvest

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A speaker photo for Uma Rajah

Uma Rajah

CEO & Co-Founder, CapitalRise

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A speaker photo for Thomas Schneider

Thomas Schneider

Managing Director & Founder, BrickVest

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11:45 - 12:30

Real estate financing: the role of sustainability

Laia Massague, Michael Lightbound, Josien Piek, Hein Wegdam
  • 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

Moderated by: Laia Massague, Principal, StepStone

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Laia Massague

Principal, StepStone Group

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Michael Lightbound

Finance Partner, Argent Services

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A speaker photo for Josien Piek

Josien Piek

Head of EMEA, GRESB

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Hein Wegdam

Director Sustainable Real Estate Products, ING Real Estate Finance

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12:30 - 13:15

Lunch & networking

PERE Debt & Finance 2019 - Day 2
13:15 - 14:00

Consumer driven real estate: retail and logistics

Stuart Watson, Colin Campbell, Anne Gales, Lara Marrero, Karen Martinus
  • How retailers can integrate online and physical worlds to enhance the customer experience
  • With low yields and high investment volumes: are we entering a logistics bubble?
  • UK versus Europe: where to find value in a crowded market
  • Improving delivery speed and efficiency: how automation is impacting the logistics market

Moderated by: Stuart Watson, Contributing Journalist, PERE

 

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Stuart Watson

Contributing Reporter, PERE

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Colin Campbell

Chairman, Pradera

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Anne Gales

Partner, Threadmark

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A speaker photo for Lara Marrero

Lara Marrero

Principal & Strategy Director - Global Retail Practice Lead, Gensler

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Karen Martinus

Global Research Associate, USAA Real Estate

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14:00 - 14:45

Workplace: investing in the office of the future

Victoria Landsbert, Amal Del Monaco, Oliver Knight, Peter Papadakos, Rob Stevenson
  • Flexibility, mobility and adaptability: how office buildings can remain relevant in the future
  • The rapid rise of co-working: a short-term phenomenon or is it here to stay?
  • Crowd-working, hot-desking, co-working and serviced offices: keeping up with the demands of the modern occupier
  • Late-cycle investing: where are the opportunities for growth?

Moderated by: Victoria Landsbert, Partner, White & Case

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Victoria Landsbert

Partner, White & Case

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Amal Del Monaco

Head of Sector Specialists, AXA IM - Real Assets

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Oliver Knight

Flexible Office Director, Landsec

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Peter Papadakos

Managing Director, Green Street Advisors

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Rob Stevenson

Chief Strategy Officer, TechSpace

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14:45 - 15:00

Close of conference

2019 Sponsors included

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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