Spanish Opportunities 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.

    • 16:45

      Networking Drinks - 10 October 2017

      All Access Pass holders and delegates to Leveraged Finance Day and Markets Day are invited to attend the Leveraged Finance Day networking drinks at The Waldorf Hilton on 10 October 2017. 

    • Spanish Opportunities Forum Agenda - 11 October 2017

    • 08:30

      Registration

    • 09:15

      Welcome Remarks

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

    • 09:30

      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.

      Verónica Romaní Sancho
      Verónica Romaní Sancho
      Partner , Gómez-Acebo & Pombo
      Blanca Perea
      Blanca Perea
      Managing Director , FTI Consulting
    • 10:15

      Panel: Private Equity Outlook

      Overview  of the Private Equity market in Spain: issues and trends. What types of deals  are being done? What sectors are the best to invest into? IPOs and exit trends.  Where does the private equity industry see future opportunities? Opportunities  for LBOs and alternative financings. What are private equity borrowers looking  for from their lenders? 

      Javier  Martin
      Javier Martin
      Associate Director , 3i
      Daniel  Lopez-Cruz
      Daniel Lopez-Cruz
      Managing Director, Corporate Investment – Europe , Investcorp
      Leopoldo  Reano
      Leopoldo Reano
      Principal, Spain , H.I.G. Capital
      Jacques  McChesney
      Jacques McChesney
      Partner , Shearman & Sterling
    • 11:00

      Networking coffee

    • 11:30

      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?

      Vincent Vitores
      Vincent Vitores
      Partner- Private Debt , Bluebay
      Ignacio  Díez
      Ignacio Díez
      Founding and Managing Partner , Trea Capital Partners
      Lars  Schmidt
      Lars Schmidt
      Founder , Be-Spoke Capital
      Jaime  Prieto
      Jaime Prieto
      Managing Partner , Kartesia
    • 12:15

      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.

      Manuel Enrich
      Manuel Enrich
      Investor Relations Director , Sareb
      Sven Andersen
      Sven Andersen
      CFO , FREO Group
      Ignacio  Serra
      Ignacio Serra
      Senior Director , FTI Consulting
      Alessia Pirolo
      Alessia Pirolo
      Senior Reporter , Debtwire
    • 12:55

      Presentation: Restructuring tools

      Recent developments on restructuring tools and how reforms have been implemented. Post-Brexit issues around restructurings in Spain. Debate around the use of UK Scheme’s of Arrangement and what alternative routes there may be, including the evolution of Homologación Judicial.

      Miguel Lamo de Espinosa
      Miguel Lamo de Espinosa
      Partner , Gomez-Acebo & Pombo
    • 13:15

      Networking Lunch

    • 16:45

      Networking Drinks - 10 October 2017

      All Access Pass holders and delegates to Leveraged Finance Day and Markets Day are invited to attend the Leveraged Finance Day networking drinks at The Waldorf Hilton on 10 October 2017. 

    • 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?

      Massimo Massimilla
      Massimo Massimilla
      CEO Italy , Algebris
      Francesco  Colasanti
      Francesco Colasanti
      Managing Director , Fortress
      Jose Brena
      Jose Brena
      Head of Distressed Asset Management , UniCredit
      Alessia Pirolo
      Alessia Pirolo
      Senior Reporter , Debtwire
    • 15:00

      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.

      Michele  Russo
      Michele Russo
      Managing Director , Terra Firma
      Antonello  Di Meo
      Antonello Di Meo
      Senior Distressed Debt Analyst , Sound Point Capital Management
      Stefano  Visalli
      Stefano Visalli
      Founder & Managing Partner , Oxy Capital
      Antonio Vanuzzo
      Antonio Vanuzzo
      Senior Reporter , Debtwire
    • 15:45

      Panel: Leveraged finance to high yield

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

      Antonio  Casari
      Antonio Casari
      Senior Credit Analyst , Northlight
      Antonio Vanuzzo
      Antonio Vanuzzo
      Senior Reporter , Debtwire
    • 17:00

      Closing remarks and drinks

    • 16:45

      Networking Drinks - 10 October 2017

      All Access Pass holders and delegates to Leveraged Finance Day and Markets Day are invited to attend the Leveraged Finance Day networking drinks at The Waldorf Hilton on 10 October 2017. 

    • 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
    • 15:00

      Investor panel: New frontiers in Portugal, Greece & Cyprus

      Panelists will pitch to the audience about the value they see in an emerging frontier market for non-performing real estate loans. The expert moderator will take a bearish view, challenging investors on how they’re navigating risks in each jurisdiction. After 20 minutes of quickfire questioning, we move onto another market. Once all country pitches have been heard, the audience vote on which market they think is most attractive.

      Natalia  Joubrina
      Natalia Joubrina
      Director , CarVal Investors
      Tom Hunersen
      Tom Hunersen
      Board advisor , National Bank of Greece
      Bert Erik ten Cate
      Bert Erik ten Cate
      Managing Editor, Commercial Real Estate , Debtwire
    • 15:45

      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
      Director , ICG-Longbow
    • 17:00

      Closing remarks and drinks

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