3rd Real Estate Private Equity Summit: Europe - Uncovering Alpha & Fundraising in Low Yield Environment

May 28th, 2020 |

Download Brochure

About The Conference

The real estate private equity industry is facing a changeable and uncertain environment. But where there is uncertainty there is opportunity and there are vast opportunities to be seized. iGlobal Forum understands your need to continue to stay alert to the constant changes, and to have access to the most up to date content that allows you to analyse and adapt your business strategy accordingly. In order to provide you with this knowledge, we have curated 7 sessions that take a deep dive into the real estate private equity sector in Europe, and have made them all available to you to view from the comfort of your own home. The recordings feature 15 expert speakers discussing the macroeconomic trends driving the real estate industry and will arm you with key insights into the here and now of private equity investment best practice. Global economics, political shocks and changeable market dynamics all have huge impacts for the real estate industry and its investors. Private equity is a key vehicle in which to access and maximise the potential of real estate investors. This collection has been created especially to delve into the essentials to help you capitalize on the opportunities in this market amidst uncertainty.

 

TO WATCH THE RECORDINGS: CLICK HERE

 

 

 

Key Topics Covered

  • Private debt vs private equity - risk management challenges for each
  • Understanding the impact of the macroeconomic and political environment on the state of the industry
  • The evolving high street – an opportunity to seize for distressed players?
  • Adapting to the changing capital raising landscape - How can you ensure fund raising remains independent and confidential?
  • The trends in investor appetite across the globe for European and UK real estate
  • The challenges and opportunity of dept availability in the UK and European real estate market
  • The future of the real estate private equity market - What will be the impact on the industry of rapid PropTech development?

Network With Leading

9:15 am - OPENING KEYNOTE INTERVIEW- WHAT IS IN STORE FOR THE REAL ESTATE SECTOR?

Joanne McNamara is Managing Director - Head of Europe at Oxford Properties. Since joining Oxford in 2010, she has completed over GBP10bn in transactions. She is responsible for developing and implementing the portfolio management and investment strategy in Europe across all asset classes, including direct and indirect investments. In addition, she manages Oxford’s relationships with third party capital partners as well as leading on public market opportunities.

  • What is the economic reality so far?
  • What does this mean for the real estate sector?
  • The acceleration of key secular trends and associate risks
  • Who will be the winners & the losers?
  • What are the lessons learned from previous crises ?

 

 

Joanne McNamara

Joanne McNamara

Managing Director – HEAD OF EUROPE

OXFORD PROPERTIES GROUP

View More

Maryline Esteves

Maryline Esteves

Director, Marketing & Communications

OXFORD PROPERTIES GROUP

View More

9:45 am - THE FUTURE OF THE REAL ESTATE PRIVATE EQUITY MARKET 
  • Are we at the beginning of a new downturn in real estate?
  • Which are the sectors to watch...and watch out for?
  • What are you looking to see in the credit markets for real estate private equity going forward?
  • How are you looking to invest today or are you just 'keeping your powder dry'? Is this catching a falling knife or opportunity?
  • Do you think there will be a difference in returns between corporate opportunities and asset deals?
  • Predictions after COVID are realistic? Could be better to wait for forecasts?
  • Where will you invest in the “next normal”?
  • How our investment decision could be affected by the prop-tech?
  • What about the ESG profile? More sustainable as before the COVID, or do you think there will be an acceleration?
  • Do you think investors will wait to invest or there will be a more opportunistic approach?

 

Lloyd Lee

Lloyd Lee

Managing Partner

YOO CAPITAL

View More

Giovanna Della Posta

Giovanna Della Posta

CEO

INVIMIT

View More

11:00 am - PRIVATE EQUITY VS PRIVATE DEBT
  • Discovering what each quadrant offers: listed CMBS; listed debt; private debt; and private equity
  • How can each be accessed?
  • Understanding the advantages of trading between one and another
  • Uncovering the risk management challenges for each
  • How can investors position themselves in an ever-changing market?
Ruprecht Hellauer

Ruprecht Hellauer

Managing Director

ALBULUS ADVISORS GERMANY GMBH

View More

Vincent Nobel

Vincent Nobel

Head of Asset Based Lending, Federated Hermes International

HERMES REAL ESTATE

View More

David Christie

David Christie

Partner & Head of Real Estate

ESO Capital

View More

James Wright

Moderator:

James Wright

Partner

AgFE

View More

11:45 am - WHAT OPPORTUNITIES DOES AN EVOLVING HIGH STREET PRESENT FOR DISTRESSED PLAYERS?
  • Covid situation has been an unprecedent situation, do you think it was/is a disruption or an accelerator? How have you changed your approach to HSR?
  • The high street retail sector will face several transformation/redevelopment which kind of capital risk / return profile do you think will follow this trend?
  • On line / Off line how do you see these trends and what could be the role for the landlord?
John Dunkerley

John Dunkerley

CEO and Founder

APACHE CAPITAL

View More

Simon Radford

Simon Radford

Chief Executive Officer

LOTHBURY INVESTMENT MANAGEMENT

View More

Nicholas Garattini

Moderator:

Nicholas Garattini

Head of Business Development & Investor Relations

GENERALI REAL ESTATE

View More

12:30 pm - WHAT CHALLENGES AND OPPORTUNITIES ARE PRESENTED BY THE CURRENT LEVEL OF DEBT AVAILABILITY IN THE EUROPEAN REAL ESTATE MARKETS?

Debt, including senior and mezzanine, has been readily available over the past few years and the indication is that, although banks are becoming more cautious, debt is still available in good quantities. Sectors such as retail are causing banks to be more guarded. This presentation will explore the availability of debt across real estate sectors and the appetite in terms of risk and pricing of debt in the current environment.

Borja Oria

Borja Oria

Partner -Investment Banking & Head - Retail and Real Estate

ARCANO PARTNERS

View More

Guy Barker

Guy Barker

Principal

ARCONA CAPITAL

View More

2:00 pm - SOLVING THE LEVERAGE RIDDLE
  • Since the GFC in 2008/09 the level of leverage in real estate transactions has reduced yet in some circumstances it has still managed to create distress for lenders and borrowers alike even when the assets have been stable. It seems that not all the lessons of appropriate leverage were learnt in the last 10 years?
  • What is an appropriate level of leverage, had the focus moved too far to LTV farther than income security, lease length and covenant?
  • Have lenders been sucked into an ever more competitive cycle by borrowers looking to maintain returns in a low growth, low inflation, low interest rate world?
  • As a PE Real Estate Fund Manger we have explicitly reduced our debt levels at both a asset and fund level and have also reduced our net return targets too. Do you think there is a risk that this will be reversed as PE businesses see low interest rates as an opportunity to increase leverage or use more complex Financing structures?
  • Is it ironic that the most secure and stable assets are often owned by parties that require less or even no debt whereas the more value add / opportunistic real estate is the home of LTV or LTCs of 50%+.
  • How do you see the future of lending as we come out of the lockdown?
  • What will the banks attitudes be if the transition back to some sort of normalisation takes a few years and many existing loans reach expiry?
  • Given the nature of this crisis will we learn forbearance longer term?
Rob Sim

Rob Sim

Managing Partner

EUROPA CAPITAL

View More

Brent Williams

Brent Williams

Managing Partner

AgFE

View More

3:00 pm - ADAPTING TO THE CHANGING CAPITAL-RAISING LANDSCAPE 
  • Does the ‘wall of money’ really exist?
  • Discovering recent trends in the raising of capital.
  • Which real estate sectors have been most popular with investors?
  • Raising capital while independent firms are being bought by larger firms. What does the dwindling number of independent firms mean for the capital raising landscape?
  • Ensuring fund raising remains independent and confidential as the market evolves

 

Eoin Bastible

Eoin Bastible

Managing Director, Real Estate and Private Markets

EMEA, UBS ASSET MANAGEMENT

View More

Roland Rausch

Roland Rausch

Founding Partner

ECHO PARTNERS

View More

Cedric Bucher

Cedric Bucher

Chief Executive

HEARTHSTONE INVESTMENT MANAGEMENT

View More

David Rendall

Moderator:

David Rendall

Head of International Real Estate Business Development & Chief Executive La Française Real Estate Partners International

LA FRANÇAISE

View More

3:45 pm - INVESTOR APPETITE ACROSS THE GLOBE FOR EUROPEAN AND UK REAL ESTATE
  • Is the title of ‘number one global city in Europe’ shifting from London to Paris or Berlin?
  • Where are we now and what changes can we expect post-Brexit over the next eighteen months?
  • Has there been a shift of service jobs from London to Paris and Frankfurt?
  • What is the pattern of current movements in foreign investor appetite and how are they impacting on UK and European real estate?
  • Does diversification through a global strategy significantly reduce risks and increase opportunities?
  • Explore what recent trends mean for the private equity industry
  • A risk-benefit analysis - the position for real estate investors
Ian Morley

Ian Morley

Chairman

WENTWORTH HALL

View More

Matteo Cidonio

Matteo Cidonio

Managing Partner

GWM CAPITAL ADVISORS

View More

Richard Croft

Richard Croft

Executive Chairman

MSEVEN REAL ESTATE

View More

Phil Clark

Moderator:

Phil Clark

Global Head of Real Assets Equity

KAMES CAPITAL & AEGON ASSET MANAGEMENT, EUROPE

View More

Keynote Speakers

Joanne McNamara

Joanne McNamara

Managing Director – HEAD OF EUROPE

OXFORD PROPERTIES GROUP

Joanne McNamara is Managing Director - Head of Europe at Oxford Properties. Since joining Oxford in 2010, she has

View More

Speakers

Maryline Esteves

Maryline Esteves

Director, Marketing & Communications

OXFORD PROPERTIES GROUP

View More

Cedric Bucher

Cedric Bucher

Chief Executive

HEARTHSTONE INVESTMENT MANAGEMENT

Cedric was with Architas from 2011 to 2017, initially as Head of Business Development, and from 2015 as Head of

View More

Luiz Filipe Andrade

Luiz Filipe Andrade

Partner

PRAGMA PATRIMONIO

Mr. Luiz Felipe Andrade is a Senior Partner at Pragma Patrimonio, a boutique MFO from Brazil. Prior to joining

View More

Eoin Bastible

Eoin Bastible

Managing Director, Real Estate and Private Markets

EMEA, UBS ASSET MANAGEMENT

Eoin Bastible is Head of Business Development for EMEA ex Switzerland, for the of Real Estate & Private

View More

Borja Oria

Borja Oria

Partner -Investment Banking & Head - Retail and Real Estate

ARCANO PARTNERS

Borja Oria is is head of Retail and Real Estate in the Investment Banking division of Arcano.

Previously, he

View More

Guy Barker

Guy Barker

Principal

ARCONA CAPITAL

Guy Barker is a Chartered Surveyor with over 30 years’ experience in the pan-European real estate market and is

View More

Ian Morley

Ian Morley

Chairman

WENTWORTH HALL

Ian Morley is a successful business Angel and Entrepreneur.

He is the author of Morley's Laws of Business and

View More

James Wright

James Wright

Partner

AgFE

James joined AgFe in 2010 to focus on real estate debt. James started his career in 1997 at Price Waterhouse in

View More

John Dunkerley

John Dunkerley

CEO and Founder

APACHE CAPITAL

John Dunkerley, founding partner and Chief Executive Officer of Apache Capital Partners, has 30 years experience

View More

Lloyd Lee

Lloyd Lee

Managing Partner

YOO CAPITAL

Lloyd Lee, serves at the Managing Partner of Yoo Capital Management with overall responsibility for the firm’s

View More

Matteo Cidonio

Matteo Cidonio

Managing Partner

GWM CAPITAL ADVISORS

Matteo is a shareholder of GWM Group Holding SA and Managing Partner of GWM Capital Advisors LLP, the Investment

View More

David Christie

David Christie

Partner & Head of Real Estate

ESO Capital

With over 20 years' experience in the industry, David is responsible for ESO’s investment activity in real

View More

Phil Clark

Phil Clark

Global Head of Real Assets Equity

KAMES CAPITAL & AEGON ASSET MANAGEMENT, EUROPE

View More

Nicholas Garattini

Nicholas Garattini

Head of Business Development & Investor Relations

GENERALI REAL ESTATE

Nicholas Garattini heads the Product Development & Investor Relations functions at Generali Real Estate, being

View More

Richard Croft

Richard Croft

Executive Chairman

MSEVEN REAL ESTATE

Richard Croft is the Executive Chairman for M7 Real Estate. He is responsible for the strategic direction of the

View More

Rob Sim

Rob Sim

Managing Partner

EUROPA CAPITAL

Rob is the Managing Partner of Europa Capital and a member of the Investment Committee. Rob also has oversight of

View More

Ruprecht Hellauer

Ruprecht Hellauer

Managing Director

ALBULUS ADVISORS GERMANY GMBH

Dr. Ruprecht Hellauer, the founder and Managing Partner of Albulus, has more than 20 years of real estate

View More

Sam Salloway

Sam Salloway

Portfolio Manager

AVIGNON CAPITAL

View More

Vincent Nobel

Vincent Nobel

Head of Asset Based Lending, Federated Hermes International

HERMES REAL ESTATE

Vincent Nobel leads the real estate debt business and manages the Hermes Real Estate Senior Debt Fund.


Nobel


View More

Roland Rausch

Roland Rausch

Founding Partner

ECHO PARTNERS

Roland has unparalleled investment banking experience, having globally worked on more than 50 IPOs, capital

View More

Giovanna Della Posta

Giovanna Della Posta

CEO

INVIMIT

Investimenti Immobiliari Italiani Sgr S.p.A. (Invimit Sgr) is an asset management company of the Ministry of

View More

David Rendall

David Rendall

Head of International Real Estate Business Development & Chief Executive La Française Real Estate Partners International

LA FRANÇAISE

Mr. Rendall is Chief Executive of La Française Real Estate Partners International and Head of International Real

View More

Simon Radford

Simon Radford

Chief Executive Officer

LOTHBURY INVESTMENT MANAGEMENT

As Chief Executive, Simon oversees the LIM team, business operations and management functions. He is a member of

View More

Brent Williams

Brent Williams

Managing Partner

AgFE

Brent joined AgFe in 2008 and is responsible for the day to day management of the firm. Brent started his career

View More

Media Partners

  • Register by

    On-Demand Full Recording Pass

  • June 5, 2020

    €299

  • September 30, 2020

    €399

Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer

Virtual Live Experience

,

 

 

 

CLICK HERE to watch the recordings

Joanne McNamara

Joanne McNamara

Managing Director – HEAD OF EUROPE

OXFORD PROPERTIES GROUP

Joanne McNamara is Managing Director - Head of Europe at Oxford Properties. Since joining Oxford in 2010, she has

View More

Maryline Esteves

Maryline Esteves

Director, Marketing & Communications

OXFORD PROPERTIES GROUP

View More

Cedric Bucher

Cedric Bucher

Chief Executive

HEARTHSTONE INVESTMENT MANAGEMENT

Cedric was with Architas from 2011 to 2017, initially as Head of Business Development, and from 2015 as Head of UK.

View More

Luiz Filipe Andrade

Luiz Filipe Andrade

Partner

PRAGMA PATRIMONIO

Mr. Luiz Felipe Andrade is a Senior Partner at Pragma Patrimonio, a boutique MFO from Brazil. Prior to joining Pragma,

View More

Eoin Bastible

Eoin Bastible

Managing Director, Real Estate and Private Markets

EMEA, UBS ASSET MANAGEMENT

Eoin Bastible is Head of Business Development for EMEA ex Switzerland, for the of Real Estate & Private Markets

View More

Borja Oria

Borja Oria

Partner -Investment Banking & Head - Retail and Real Estate

ARCANO PARTNERS

Borja Oria is is head of Retail and Real Estate in the Investment Banking division of Arcano.

Previously, he worked in

View More

Guy Barker

Guy Barker

Principal

ARCONA CAPITAL

Guy Barker is a Chartered Surveyor with over 30 years’ experience in the pan-European real estate market and is one

View More

Ian Morley

Ian Morley

Chairman

WENTWORTH HALL

Ian Morley is a successful business Angel and Entrepreneur.

He is the author of Morley's Laws of Business and Fund

View More

James Wright

James Wright

Partner

AgFE

James joined AgFe in 2010 to focus on real estate debt. James started his career in 1997 at Price Waterhouse in its

View More

John Dunkerley

John Dunkerley

CEO and Founder

APACHE CAPITAL

John Dunkerley, founding partner and Chief Executive Officer of Apache Capital Partners, has 30 years experience in

View More

Lloyd Lee

Lloyd Lee

Managing Partner

YOO CAPITAL

Lloyd Lee, serves at the Managing Partner of Yoo Capital Management with overall responsibility for the firm’s

View More

Matteo Cidonio

Matteo Cidonio

Managing Partner

GWM CAPITAL ADVISORS

Matteo is a shareholder of GWM Group Holding SA and Managing Partner of GWM Capital Advisors LLP, the Investment

View More

David Christie

David Christie

Partner & Head of Real Estate

ESO Capital

With over 20 years' experience in the industry, David is responsible for ESO’s investment activity in real estate. He

View More

Phil Clark

Phil Clark

Global Head of Real Assets Equity

KAMES CAPITAL & AEGON ASSET MANAGEMENT, EUROPE

View More

Nicholas Garattini

Nicholas Garattini

Head of Business Development & Investor Relations

GENERALI REAL ESTATE

Nicholas Garattini heads the Product Development & Investor Relations functions at Generali Real Estate, being in

View More

Richard Croft

Richard Croft

Executive Chairman

MSEVEN REAL ESTATE

Richard Croft is the Executive Chairman for M7 Real Estate. He is responsible for the strategic direction of the

View More

Rob Sim

Rob Sim

Managing Partner

EUROPA CAPITAL

Rob is the Managing Partner of Europa Capital and a member of the Investment Committee. Rob also has oversight of the

View More

Ruprecht Hellauer

Ruprecht Hellauer

Managing Director

ALBULUS ADVISORS GERMANY GMBH

Dr. Ruprecht Hellauer, the founder and Managing Partner of Albulus, has more than 20 years of real estate experience,

View More

Sam Salloway

Sam Salloway

Portfolio Manager

AVIGNON CAPITAL

View More

Vincent Nobel

Vincent Nobel

Head of Asset Based Lending, Federated Hermes International

HERMES REAL ESTATE

Vincent Nobel leads the real estate debt business and manages the Hermes Real Estate Senior Debt Fund.


Nobel worked as


View More

Roland Rausch

Roland Rausch

Founding Partner

ECHO PARTNERS

Roland has unparalleled investment banking experience, having globally worked on more than 50 IPOs, capital increases,

View More

Giovanna Della Posta

Giovanna Della Posta

CEO

INVIMIT

Investimenti Immobiliari Italiani Sgr S.p.A. (Invimit Sgr) is an asset management company of the Ministry of Economy

View More

David Rendall

David Rendall

Head of International Real Estate Business Development & Chief Executive La Française Real Estate Partners International

LA FRANÇAISE

Mr. Rendall is Chief Executive of La Française Real Estate Partners International and Head of International Real

View More

Simon Radford

Simon Radford

Chief Executive Officer

LOTHBURY INVESTMENT MANAGEMENT

As Chief Executive, Simon oversees the LIM team, business operations and management functions. He is a member of the

View More

Brent Williams

Brent Williams

Managing Partner

AgFE

Brent joined AgFe in 2008 and is responsible for the day to day management of the firm. Brent started his career in

View More

Join Our Newsletter

Stay up to date on the latest events, news and conference announcements.