Dealing with the Grey: Opportunity and Discipline - CREFC Europe

PROGRAMME

SPRING
CONFERENCE
2019
LONDON
                         Dealing with the Grey:
                         Opportunity and Discipline

THURSDAY 16 MAY          Conference co-chairs:
MAIN CONFERENCE DAY      Claire Fawcett – Clifford Chance
FRIDAY 17 MAY            Nicola Free – HSBC Bank
YPREF                    Tracy Dossett – Brockton Everlast
Programme outline will
be available shortly

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 SPEAKERS’ DINNER                             15 MAY                                       Sponsored by

                                              at 1 Lombard

THURSDAY 16 MAY
08:45 – 09:30   Registration & networking breakfast
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09:25 – 09:35   Opening Remarks

                Barry Fowler, Chair - CREFC Europe
                 Managing Director - Alternative Income, Aviva Investors

  KEYNOTE SPEAKER
09:35 – 10:20   Robert Peston

                Robert Peston is ITV’s Political Editor and host of their flagship politics and current affairs show,
                Peston. He covers the latest happenings in Westminster and beyond, interviewing the important
                players on the national and international political scenes.

10:25 – 11:10   Geographical uncertainty

                • Where are people investing and why?
                • Recent trends
                • Opportunities and threats to where people invest

                Moderator:
                Gregory Clerc, Managing Director – Global Markets, Bank of America Merrill Lynch
                Panellists:
                Per Mario Floden, Director, Eastdil Secured
                Katie O’Neill, Managing Director, Kennedy Wilson Europe
                Duncan MacPherson, Managing Director, Starwood Capital Europe Advisors LLP

11:10 – 11:35   Morning break
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11:35 – 12:20   Sources of liquidity

                •   Who is investing and who is lending? Where is capital coming from?
                •   Trends in CRE debt market – debt products, lending strategies, risks and opportunities
                •    How are socio-economic and political headwinds impacting liquidity and the search for yield?
                •     Lessons learnt? Are disciplines learnt in previous cycles impacting on how opportunities are
                       exploited?

                Moderator:
                Claire Fawcett, Director – Real Estate Finance, Clifford Chance
                Panellists:
                Cyril Courbage, Managing Director, Fortress Investment Group
                Chris Holmes, Head of Debt UK, JLL
                TBC

12:25 – 13:10   The rise of flexible working - implications for asset value and underwriting

                • Flex share of the leasing market
                • Variety of flex offers - how have investors responded to meet demand?
                • Drivers of Value - Flex models vs Traditional leases?
                • Lessons from other operational real estate - e.g. Hotels
                • Transparency and availability of data

                Moderator:
                Nick Knight, Executive Director – Valuation & Advisory Services, CBRE Ltd
                Panellists:
                Enrico Sanna, CEO & Co-Founder, Fora
                Oli Knight, Flexible Office Director & Head of Myo, Landsec
                Bill Page, Head of Real Estate Markets Research, LGIM Real Assets

13:15 – 14:15   Lunch
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14:15 – 15:00   Housing and alternatives (a different kind of grey…)

                • Welcome to structurally defensive real estate, where uncertainty isn’t the issue
                • What are the bottlenecks and the challenges of a lot of equity capital seeking deployment in this
                   part of the market?
                • How can (and when will) modern methods of construction deliver social impact and help meet the
                   demand for affordable supply of stock?

                Moderator:
                Anne Copeland, Fund Manager – Property, Kames Capital
                Panellists:
                Pippa Harrison, Director, Avison Young
                Verena Womersley, Director of Development, Castleoak
                Alexandra Notay, Build to Rent Fund Director, PfP Capital
                Jamie Bennie-Coulson, Real Estate Finance, Royal Bank of Scotland

                                                                                         Programme subject to change

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15:05 – 15:50   Retail and logistics

                • How much of the current boom in industrial and slump in property retail is an inevitable result of
                   changes in the way consumers buy, and how much is due to a “herd mentality” of investors?
                • Catching a falling knife, or is there an investment case (debt and equity) to be made in UK retail
                   real estate?
                • How can real estate investors (debt and equity) facilitate the regeneration of the UK high street?

                Moderator:
                Chris Tilbrook, Director – Debt Advisory, PwC
                Panellists:
                Simon Morris, Director & Board Member, GCW
                Tony Edgley, Chairman, M7 Real Estate
                Corin Thoday, CEO, Targetfollow
                TBC

15:50 – 16:15   Afternoon break
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16:15 – 17:05   What’s in store? The Future – watch this space

                Moderator:
                Barry Fowler, Chair – CREFC Europe
                 Managing Director – Alternative Income, Aviva Investors
                Panellists:
                Joyeeta Das, CEO & Founder, GYANA
                Graham Smith, Director – Sustainable Financing Unit, HSBC Global Banking and Markets
                TBC

17:05 – 17:25   Wrap up & closing remarks

17:30
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