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 2020 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

Keynote speakers

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Why join us?

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.

Connect with some of the biggest investors in real estate including

70+ LPs from over 40 organisations attended last year's Forum. Book your place today to increase your visibility to LPs allocating to private real estate.
Allianz Real Estate
Almojel Co
AM Alpha
Aon
Aozora Bank
APG Asset Management
Australian Super
Aviva Investors
BE MY STONE
Border to Coast Pensions Partnership
Capital Generation Partners
CDC Group
Deutsche Finance International
EASTINWEST
Generali Real Estate
GIC
Growth Investments Management
Invel Real Estate
Kwap
LSM Management
Marcena Capital
Marwitz Family Office
Meag
National Pension Service of Korea (NPS)
NN Investment Partners
Oxford Properties
QuadReal
Retirement Fund Incorporated (KWAP)
Roberts Family Capital
Stone Mountain Capital
Tesco Pension Investment
Wellcome Trust
Wimmer Family Office

2019 Sponsors included

Testimonials

Joanne McNamara

Head of Investments - Europe, Oxford Properties

A very informative and enjoyable conference with great attendees and speakers.

Romain Simon

Head of Real Estate Finance UK, BNP Paribas

The Forum was excellent with a high calibre level of attendees.

Colin Campbell

Chairman, Pradera

A great opportunity to hear and connect with senior industry professionals.

This Forum is co-located with PERE Europe 2020

PERE Europe 2020 will focus 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

2020 Speakers include

For more information on speaking, please contact Tomas Preselo  at Tomas.p@peimedia.com or call +44 (0) 207 566 5431

Download preliminary agenda

Markus Beran

Head of Origination International Investors, Berlin Hyp

Since 2012 Mr. Beran is heading the international investor department at BerlinHyp and is mainly responsible for the team originating new business for the bank in that sector. Mr. Beran joined BerlinHyp from LaSalle Investment Management, a worldwide… Read full bio

Mark Bladon

Head of Corporate Lending, Investec Structured Property Finance

Mark began his Investec career in 2006, working in Property Finance as a loan originator, following 12 years at Singer & Friedlander Plc where his roles included Credit officer with responsibility for Real Estate. During his Investec career he ha… Read full bio

Nicole Douglas

Head of Investor Research, PEI Media

Nicole Douglas is the Head of Investor Research for Infrastructure Investor’s Research & Analytics department. Based in London but working across the company’s offices and products, she oversees researched content, surveys, and projects on invest… Read full bio

John Dunkerley

CEO and Co-Founder, Apache Capital Partners

John Dunkerley, founding partner and Chief Executive Officer of Apache Capital Partners, has 30 years’ experience in property and investment management. Together with Richard Jackson, John established Apache Capital Partners in 2008 to invest in chro… Read full bio

Cyril Hoyaux

Managing Director, AEW

Cyril is Managing Director at AEW, co-head of the Real Estate Debt Platform, a partnership with Ostrum Asset Management, managing c. €1.3Bn of loans across Europe. Cyril joined AEW in September 2015. He has 30 years of experience in real estate from… Read full bio

Christian Janssen

Head of Debt Europe, Nuveen Real Estate

Christian oversees Nuveen Real Estate’s debt team in Europe. Prior to joining the business in 2013, Christian was a fund manager and co-head of commercial real estate lending at Renshaw Bay, where he established and launched its maiden CRE Debt strat… Read full bio

Jan Janssen

Managing Director, Goldman Sachs

Jan is co-head of the EMEA Real Estate Finance Group at Goldman Sachs. The team focusses on a range of commercial real estate financings ranging from construction loans, NPL financings, syndicated loans and CMBS financings across a multitude of asset… Read full bio

Jill Xiaozhou Ju

Investment Director, The Collective

As Investment Director, Jill oversees global fund raising, investment acquisitions, and strategic growth. Having developed the largest co-living community Old Oak (546-beds), The Collective is preparing to launch Canary Wharf (705-beds), featuring a… Read full bio

Karsten Kallevig

Chief Investment Officer - Real Estate, Norges Bank Investment Management

Karsten Kallevig was appointed Chief Investment Officer for Real Estate in Norges Bank Investment Management on 1 April 2019. He came from the position as Chief Executive Officer of Norges Bank Real Estate Management. He joined Norges Bank Investment… Read full bio

Wilson Lamont

Partner, Co-Head, European Real Estate Equity, Ares Management

Mr. Lamont is a Partner and Co-Head of European Real Estate Equity in the Ares Real Estate Group. Additionally, Mr. Lamont is a member of the Management Committee of Ares Management and the Ares Real Estate Group’s Global Investment Committee. Prior… Read full bio

Sam Mellor

Head of Europe & Asia-Pacific Real Estate Debt, Barings

Sam Mellor is a member of Barings Alternative Investments, a global real estate, private equity and real assets platform. Sam is Head of Europe & Asia Pacific Real Estate Debt and is responsible for the execution of investments and the developmen… Read full bio

Anuj Mittal

Managing Director adn Co-Portfolio Manager Europe Real Estate, Angelo Gordon

Anuj Mittal is co-portfolio manager of European real estate with Adam Schwartz, focusing on real estate opportunities in the United Kingdom and Europe. Anuj has been directly responsible for, or overseen, in excess of $3 billion of real estate assets… Read full bio

Krysto Nikolic

Managing Director and Head of Real Estate, Starwood Capital

Krysto Nikolic is a Managing Director and Head of Real Estate, Europe, at Starwood Capital Group. In this role, he is responsible for the Firm’s real estate group in Europe. Mr. Nikolic serves on Starwood Capital’s Investment Committee. Previously, M… Read full bio

Andrea Orlandi

Managing Director and Head of Real Estate Investments, CPPIB

Andrea is a Managing Director and Head of Real Estate Investments – Europe at CPPIB. In this role Andrea is responsible for the European real estate investment program, oversees the Indian real estate program and is part of the real estate senior lea… Read full bio

Chris Parker

Head of Funding, Argent Related London

Chris joined Argent in 2014 and is responsible for all Capital matters across the Argent and Argent Related UK platforms. Chris has a varied background across both Corporate and Real Estate funding, having previously worked in the banking sector for… Read full bio

Isabelle Scemama

CEO AXA Investment Managers - Real Assets, Member of AXA IM Management Board, AXA IM

Isabelle Scemama is Chief Executive Officer of AXA Investment Managers - Real Assets and chairs the Management Board. Her responsibilities include the definition of AXA IM - Real Assets’ strategy and its day-to-day management. Isabelle joined AXA IM… Read full bio

Bill Schwab

CEO, LCI Investment 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

James Seppala

Senior Managing Director, Head of Real Estate Europe, Blackstone

James Seppala is a Senior Managing Director in the Real Estate Group and the Head of Real Estate Europe, based in London. Since joining Blackstone in 2011, Mr. Seppala has been involved in a number of Blackstone’s investments across Europe, including… Read full bio

Neil Slater

Global Head of Real Estate and Deputy Head of Private Markets, Aberdeen Standard Investments

Neil Slater is the Global Head of Real Estate & Deputy Head of Private Markets at Aberdeen Standard Investment. Neil joined Aberdeen Standard Investments (“ASI”) in August 2011, leading a multidisciplinary team responsible for product/fund struct… Read full bio

Peter Stoll

Managing Director and Head of Real Estate Europe, Carlyle Real Estate Advisors

Peter Stoll is a Managing Director and head of Carlyle's European real estate business. He is based in London. Prior to joining Carlyle in 2015, Mr. Stoll was a senior managing director at Blackstone where he spent 12 years building Blackstone's Euro… Read full bio

Pontus Sundin

CEO, Brunswick Real Estate Capital Advisory AB

Pontus Sundin has extensive experience from both real estate investments and real estate financing. Prior to Brunswick Real Estate, Pontus worked with financing at Helaba as Chief Representative in the Nordics. Prior to that, Pontus held various posi… Read full bio

Paul Tebbit

Managing Director, BlackRock Real Assets

Paul Tebbit, Managing Director, is the Portfolio Manager for the BlackRock UK Property Fund and is responsible for fund strategy, portfolio management and performance of the Fund. Paul has deep investment and transactional experience and in the past… 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

Franҫois Trausch

CEO, Allianz Real Estate

Franҫois Trausch is the global Chief Executive Officer of Allianz Real Estate. He joined the company in 2016 and chairs the Management Board and the Executive Committee. He is a Voting Member on both the Equity and Debt Investment Committees. Françoi… Read full bio

Elisabeth Troni

Global Portfolio Strategist, CBRE Global Investors

Elisabeth Troni is the lead Global Portfolio Strategist, helping to coordinate the firm's Global Real Assets Solutions initiative. Liz works directly with investors to deliver portfolio design and investment solutions recommendations within and acros… Read full bio

Mark Versey

Chief Investment Officer, Aviva Investors Real Assets

Mark is a member of the Aviva Investors’ Executive team and a Director of the Aviva Investors Global Services Limited Board. He is responsible for leading and developing the Real Assets business which includes Infrastructure, Real Estate and private… Read full bio
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2020 Agenda

For more information on the agenda, please contact Tomas Preselo at Tomas.p@peimedia.com or call +44 (0) 207 566 5431

Download 2020 preliminary agenda 

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 24th

PERE Debt & Finance 2020 Day 1
08:00 - 08:40

Registration and Networking

08:40 - 09:00

Introduction by PERE and welcome from the Chair

Bill Schwab
A speaker photo for Bill Schwab

Bill Schwab

CEO, LCI Investment Company

Read bio
09:00 - 09:20

Keynote Address: State of play - the geopolitical and macroeconomic factors impacting real estate

Elisabeth Troni
  • Modelling cashflows against the backdrop of Brexit and geopolitical uncertainty
  • Implications of current/anticipated fiscal and monetary policy post Brexit
  • Deploying capital: structural versus cyclical strategies
  • Investing in a ‘lower-for longer’ interest rate environment
  • Does rising inequality pose a risk to traditional underwriting assumptions?
  • Risk of deflation and the impact on real assets
A speaker photo for Elisabeth Troni

Elisabeth Troni

Global Portfolio Strategist, CBRE Global Investors

Read bio
09:20 - 10:00

Keynote Investor Panel: Scene-setting - European real estate’s largest investors survey the landscape as we enter a new decade

Andrea Orlandi, Isabelle Scemama, Franҫois Trausch
  • Asset allocation: what role do absolute return strategies play versus relative performance ones?
  • Risk management: managing risk against the cyclicality of underlying markets and asset life cycles (tenant rollover, obsolescence risk)
  • Defensive investment strategies: what from will these take?
  • Should investors assume historically low yields are the new market norm?
  • Deployment strategies to cyclically time investments

Moderator: Edward Tran, Partner, Katten Muchin Rosenman

A speaker photo for Andrea Orlandi

Andrea Orlandi

Managing Director and Head of Real Estate Investments, CPPIB

Read bio
A speaker photo for Isabelle Scemama

Isabelle Scemama

CEO AXA Investment Managers - Real Assets, Member of AXA IM Management Board, AXA IM

Read bio
A speaker photo for Franҫois Trausch

Franҫois Trausch

CEO, Allianz Real Estate

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10:00 - 10:45

Coffee & Networking

PERE Debt & Finance 2020 Day 1
10:45 - 11:15

Keynote Interview

Karsten Kallevig
A speaker photo for Karsten Kallevig

Karsten Kallevig

Chief Investment Officer - Real Estate, Norges Bank Investment Management

Read bio
11:15 - 12:15

Global perspectives - what are leading fund managers predicting for the next decade?

James Seppala, Paul Tebbit, Mark Versey, Anuj Mittal, Peter Stoll

Panel Session

  • Which sectors will benefit from technological disruption and who will be more vulnerable as a result?
  • Outlook on the rates/yield environment
  • The growth of broader return target vehicles
  • Mega trends and structural shifts impacting real estate investment; technology, sustainability, demographics, E-commerce and migration
A speaker photo for James Seppala

James Seppala

Senior Managing Director, Head of Real Estate Europe, Blackstone

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A speaker photo for Paul Tebbit

Paul Tebbit

Managing Director, BlackRock Real Assets

Read bio
A speaker photo for Mark Versey

Mark Versey

Chief Investment Officer, Aviva Investors Real Assets

Read bio
A speaker photo for Anuj Mittal

Anuj Mittal

Managing Director adn Co-Portfolio Manager Europe Real Estate, Angelo Gordon

Read bio
A speaker photo for Peter Stoll

Peter Stoll

Managing Director and Head of Real Estate Europe, Carlyle Real Estate Advisors

Read bio
12:15 - 13:15

Networking Lunch

PERE Debt & Finance 2020 Day 1
13:15 - 13:30

Data download: REC's European debt fund rankings 2020

Nicole Douglas

Presentation

The 2020 Real Estate Capital Debt Fund 20 ranking is based on the amount of capital raised of firms between 1 January 2015 and 31 December 2019 for the sole purpose of real estate lending in Europe. This unique presentation will highlight the growth of a niche but growing industry.

A speaker photo for Nicole Douglas

Nicole Douglas

Head of Investor Research, PEI Media

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13:30 - 14:00

Real estate financing and the debt markets

Cyril Hoyaux, Christian Janssen

Panel Session

  • Investing in debt funds on a risk adjusted return basis: managing return expectations for debt investors
  • Are investors, fund managers and banks taking a more aggressive approach to leverage?
  • Alternative versus traditional finance: who is lending and on what terms?
  • How to provide satisfactory all-in-returns while preserving adequate late-cycle underwriting discipline
A speaker photo for Cyril Hoyaux

Cyril Hoyaux

Managing Director, AEW

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A speaker photo for Christian Janssen

Christian Janssen

Head of Debt Europe, Nuveen Real Estate

Read bio
14:00 - 14:30

CMBS 2.0: will CMBS become a mainstream financing tool?

14:30 - 15:00

NPLs – taking advantage of opportunities in European distressed debt

Panel Session

  • Interest from investors in distressed debt is rising and the volume of NPL-related transactions is increasing
  • Learn how the leading private debt firms are building distressed debt investment strategies
  • Hear about the landscape of European opportunities in Greece, Spain, Italy and Ireland
15:00 - 15:30

Sustainable lending: how are debt providers incorporating ESG criteria into their business models?

Pontus Sundin, John Dunkerley, Jan Janssen

Panel Session

  • How can real estate lenders incorporate ESG considerations into their business practices when they do not have direct control over properties?
  • How do sustainability-linked loans work, and are they having an impact in the market?
  • How can real estate debt providers tap into demand from green capital markets?
A speaker photo for Pontus Sundin

Pontus Sundin

CEO, Brunswick Real Estate Capital Advisory AB

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A speaker photo for John Dunkerley

John Dunkerley

CEO and Co-Founder, Apache Capital Partners

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A speaker photo for Jan  Janssen

Jan Janssen

Managing Director, Goldman Sachs

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15:30 - 16:00

Coffee & Networking

PERE Debt & Finance 2020 Day 1
16:00 - 16:45

Assessing the relative value of financial and real assets in the current cycle

Krysto Nikolic

Panel Session

  • Where is the best relative investment value by region, sector, state of development, public or private?
  • How does real estate compare against other real assets and alternatives?
  • Why, in a low-return environment, do real assets offer relatively stronger returns as compared to financial assets?
  • What are the implications for portfolio allocations to real assets?
A speaker photo for Krysto Nikolic

Krysto Nikolic

Managing Director and Head of Real Estate, Starwood Capital

Read bio
16:45 - 17:30

Networking Roundtables

Networking Roundtables – Led by an expert moderator, the roundtables will create an informal environment to discuss and debate opportunities and challenges across different private real estate strategies. Delegates will be able to move around tables, maximizing networking and learning opportunities.

  • Regis vs WeWork management contracts vs long leases
  • Buy and operate vs lease and operate models
  • Where do more niche strategies fit in?
  • The rise of side products; triple net lease
  • One stop shop: dealing with manager consolidation
  • How to capitalize on an emerging opportunity
  • What exactly is co-living and how best to invest in the space?
  • First time funds; what do investors want to see before making a commitment?
17:30 - 18:30

Networking Drinks Reception

Agenda

Day 2 - Thursday 25th

08:00 - 08:45

Investor Breakfast (by invitation only)

PERE Debt & Finance 2020 Day 2
08:30 - 08:55

Registration & Networking

08:55 - 09:00

Welcome from the Chair

09:00 - 10:15

PERE Predictions 2020 and beyond

Raising and deploying debt

At the beginning of this session, the audience will be polled to find out which strategy is their top pick for debt in 2020.  The poll will be repeated at the end to see if our experts have been able to sway the vote.

Each speaker will have a maximum of 10 minutes to present the investment case for their chosen strategy opening it up to discussion and debate from the floor.

10:15 - 11:00

Aligning the interests of borrowers and lenders

Chris Parker, Hugh Fraser
  • Are borrowers asking for higher leverage as the cycle plays out?
  • How are borrowers evaluating different sources of finance?
  • Are borrowers more inclined towards longer loan terms in order to lock in finance at low rates?
  • To what extent are borrowers now comfortable with borrowing from non-bank lenders?
A speaker photo for Chris Parker

Chris Parker

Head of Funding, Argent Related London

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A speaker photo for Hugh Fraser

Hugh Fraser

Head of Capital Markets, M7 Real Estate

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11:00 - 11:30

Coffee & Networking

PERE Debt & Finance 2020 Day 2
11:30 - 12:15

Rethinking retail

Panel Session

  • Under what circumstances are lenders providing new finance against retail properties?
  • How are lenders dealing with loan covenant breaches?
  • The rise of vulture funds and investor appetite for distressed debt
  • What should ‘repositioning’ mean in the retail market and how can real estate lenders play a role in the transformation of obsolete shopping centre properties?
12:15 - 13:00

Learning to finance and underwrite an evolving real estate market

Mark Bladon

Panel Session

  • New concepts: co-working, co-living, last-mile logistics
  • Understanding income streams
  • Structuring and financing a co-working deal?
A speaker photo for Mark Bladon

Mark Bladon

Head of Corporate Lending, Investec Structured Property Finance

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13:00 - 13:45

Networking Lunch

PERE Debt & Finance 2020 Day 2
13:45 - 14:45

Under the microscope: case studies

High profile European RE deals examined. Get a behind the scenes look at what’s been happening in H1 2020

14:45 - 14:45

Close of conference

2020 Sponsors

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


2019 Sponsors included

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