Real Estate Investor Forum

Part of Markets Day - 11 OCTOBER 2017, THE WALDORF HILTON, LONDON

This event is part of Markets Day at Debtwire Week, giving you 3 events in one. Covering Spanish opportunities, Italian restructuring and real estate investments.

    • 16:30

      Pre-Event Networking Drinks - 10 October 2017

      All Access Pass holders and delegates to Markets Day are invited to attend the pre-event networking drinks at The Waldorf Hilton on 10 October 2017 from 16:30. 

    • Spanish Opportunities Forum Agenda - 11 October 2017

    • 08:30

      Registration

    • 09:00

      Welcome Remarks

      Providing a context for the day’s discussions, the chairperson summarises the year to date.

      Alessia Pirolo
      Alessia Pirolo
      Head of NPL Coverage, Debtwire
    • 09:15

      Sector Focus: Energy and Renewables

      Analysis of the macro situation: 2020 review. Investment opportunities in the secondary market.  Activity expected in greenfield, auctions and technologies. Migration from pure subsidy regimes to merchant risk: current structures for non-subsidised assets, PPAs and bankability. Project bonds.

      Pierre  Bourderye
      Pierre Bourderye
      Managing Director, PJT Partners
      Ignacio  Asensio
      Ignacio Asensio
      Head of Business Development, EMEA , Cubico Sustainable Investments
      José  Mª Arzac
      José Mª Arzac
      Head of Energy & Natural Resources, La Caixa
      Verónica Romaní Sancho
      Verónica Romaní Sancho
      Partner and Head of the Energy Group , Gómez-Acebo & Pombo
      Blanca Perea
      Blanca Perea
      Managing Director , FTI Consulting
    • 10:00

      Panel: Private Equity Outlook in Spain

      This session will provide an overview of the Private Equity market in Spain: issues and trends. Why is Spain experiencing such an increase in primary activity? How are valuations compared to other European markets? Opportunities for LBOs and alternative financings. Our panel of financial sponsors will give their outlook on the debt finance market and their preferred solutions.

      Javier  Martin
      Javier Martin
      Associate Director, 3i
      Luis Gonzalez
      Luis Gonzalez
      Principal, Corporate Investment – Europe , Investcorp
      Leopoldo  Reano
      Leopoldo Reano
      Principal, Spain, H.I.G. Capital
      Íñigo  Erlaiz Cotelo
      Íñigo Erlaiz Cotelo
      Partner and Head of Corporate and Head of the Private Equity, Gómez-Acebo & Pombo
      Jacques  McChesney
      Jacques McChesney
      Partner, Shearman & Sterling
    • 10:45

      Networking coffee

    • 11:15

      Panel: Direct lending opportunities in Spain

      What opportunities lie ahead for direct lenders in Spain? Has the Spanish direct lending space moved away from the distressed funds? How has SME financing changed in Spain through the last years? Will we see continued growth and competition in the market?

      Tyrone  Cooney
      Tyrone Cooney
      Managing Director , Ares
      Lars  Schmidt
      Lars Schmidt
      Founder, Be-Spoke Capital
      Vincent Vitores
      Vincent Vitores
      Partner- Private Debt, Bluebay
      Jaime  Prieto
      Jaime Prieto
      Managing Partner, Kartesia
      Martin Monreal
      Martin Monreal
      Principal, Trea Direct Lending
      Joelle  Jefferis
      Joelle Jefferis
      Reporter, Debtwire
    • 12:00

      Debt transactions in Spain: learning from the mistakes 

      This presentation will cover common structural and legal problems in Spanish debt transactions and how to avoid or mitigate them going forward. This will be analysed in combination with recent law amendments and court precedents to provide a technical, yet practical overview.

      Miguel Lamo de Espinosa
      Miguel Lamo de Espinosa
      Partner and Head of the Banking, Capital Markets and Insurance Area, Gómez-Acebo & Pombo
    • 12:15

      Debt transactions in Spain: Key operational issues

      A practical view on the pre and post transaction key operational aspects to bear in mind in Spanish debt transactions, linked to the different strategies of the investor.

      Sergio Velez
      Sergio Velez
      Senior Managing Director and Responsible for FTI Consulting Madrid Office, FTI Consulting
    • 12:30

      Panel: Real estate and Non-performing loans in Spain

      Tracking the recent pipeline of deals in Spain, as well as the future outlook. This session will consider what asset managers are doing with portfolios post-acquisition.

      Sean  Dawson
      Sean Dawson
      Managing Director, AnaCap
      Manuel Enrich
      Manuel Enrich
      Investor Relations Director, Sareb
      Sven Andersen
      Sven Andersen
      CFO, FREO Group
      Ignacio  Serra
      Ignacio Serra
      Senior Director , FTI Consulting
      Fernando  Magnet
      Fernando Magnet
      Managing Partner, Guidebridge
      Alessia Pirolo
      Alessia Pirolo
      Head of NPL Coverage, Debtwire
    • 13:15

      Networking Lunch

    • 16:30

      Pre-Event Networking Drinks - 10 October 2017

      All Access Pass holders and delegates to Markets Day are invited to attend the pre-event networking drinks at The Waldorf Hilton on 10 October 2017 from 16:30. 

    • Italian Restructuring Forum Agenda - 11 October 2017

    • 14:15

      Panel: Generating returns from non-performing loans in Italy

      What is the level of risk that investors need to consider when investing in Italian NPLs? What is the best recipe for a deal to conclude?

      Francesco  Colasanti
      Francesco Colasanti
      Managing Director, Fortress
      Jose Brena
      Jose Brena
      Head of Distressed Asset Management, UniCredit
      Guido Marconi
      Guido Marconi
      Associate, Cale Street
      Andrea  Giovanelli
      Andrea Giovanelli
      Partner, Deloitte
      Federico  Sutti
      Federico Sutti
      Italy Managing Partner, Dentons
      Alessia Pirolo
      Alessia Pirolo
      Head of NPL Coverage, Debtwire
    • 15:05

      Investor perspectives on distress in Italy

      Panellists discuss the opportunity for distressed investors to deploy capital in Italy. Key drivers of restructuring in the year ahead. Recent changes to Italian insolvency regime.

      Gaudenzio Bonaldo  Gregori
      Gaudenzio Bonaldo Gregori
      Partner, Pillarstone Italy, KKR
      Michele  Russo
      Michele Russo
      Owner, Opera SGR SpA
      Antonello  Di Meo
      Antonello Di Meo
      Partner, Sound Point Capital Management
      Stefano  Visalli
      Stefano Visalli
      Founder & Managing Partner, Oxy Capital
      Antonio Vanuzzo
      Antonio Vanuzzo
      Senior Reporter, Debtwire
    • 15:55

      Panel: Leveraged finance to high yield

      Overview of the refinancing landscape in Italy, including whether the weak performance of recent issuers will impact investor appetite for high yield.

      Antonio  Casari
      Antonio Casari
      Senior Credit Analyst, Northlight
      Luca Evangelisti
      Luca Evangelisti
      Credit Analyst, Jupiter Asset Management
      Lei  Lei
      Lei Lei
      Managing Director, Oak Hill Advisors
      Antonio Vanuzzo
      Antonio Vanuzzo
      Senior Reporter, Debtwire
    • 16:40

      Closing remarks and drinks

    • 16:30

      Pre-Event Networking Drinks - 10 October 2017

      All Access Pass holders and delegates to Markets Day are invited to attend the pre-event networking drinks at The Waldorf Hilton on 10 October 2017 from 16:30. 

    • Real Estate Investor Forum Agenda - 11 October 2017

    • 14:15

      Panel: Lending conditions

      Bank lenders and debt funds talks margins, LTVs, covenants and opportunities to reveal the strategies of commercial real estate lenders in the coming year.

      Eduard Mantz
      Eduard Mantz
      Vice President , BlackRock
      Beatrice  Dupont
      Beatrice Dupont
      Partner, Venn Partners
      Axel  Brinkmann
      Axel Brinkmann
      Managing Director, RBC Capital Markets
      Michael Shields
      Michael Shields
      Managing Director, ING Bank
      Charles Balch
      Charles Balch
      Managing Director, Head of Real Estate Finance International Clients, UK & CEE , Deutsche Pfandbriefbank AG
      Bert Erik ten Cate
      Bert Erik ten Cate
      Managing Editor, Commercial Real Estate, Debtwire
    • 15:05

      On stage interview: New frontiers in Greece

      The interviewee will discuss the value they see in Greece for non-performing real estate loans. 

      Tom Hunersen
      Tom Hunersen
      Board advisor, National Bank of Greece
      Bert Erik ten Cate
      Bert Erik ten Cate
      Managing Editor, Commercial Real Estate, Debtwire
    • 15:35

      Keynote panel: No country is an island

      At last year’s event, an expert economist forecast the impact of the EU referendum vote on the real estate market. We test some of the assumptions made before the result to understand if the market has responded as expected. We also consider the impact for both UK and Continental Europe and whether Brexit will a real estate investment theme over the coming years.

      Hans Vrensen
      Hans Vrensen
      Head of Research & Strategy, AEW
      Martin Wheeler
      Martin Wheeler
      Co-Head, ICG-Longbow
      Jeffrey  Rubinoff
      Jeffrey Rubinoff
      Partner, White & Case
      Bert Erik ten Cate
      Bert Erik ten Cate
      Managing Editor, Commercial Real Estate, Debtwire
    • 16:40

      Closing remarks and drinks

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