Bloomberg Intelligence & EPRA 2024 Real Estate Finance Summit

10:00 - 10:05        Opening remarks by Giacomo Balzarini, CEO, PSP and Sue Munden, Senior Real Estate Analyst, Bloomberg Finance

 

10:05 - 10:45        Keynote speech  - Gerard Lyons, Chief Economic Strategist at Netwealth 

Riding the waves: Decoding Interest Rate Trends and Economic Forecasts

10:45 – 11:45       Panel Discussion 1

Soft Landing or Turbulence Ahead? Real Estate in the Face of Economic Shifts

This discussion is set to follow a keynote address by Stephanie Flanders, focusing on macroeconomic commentary and its implications for the Real Estate sector. The panel aims to further explore these themes, bridging the gap between macroeconomic outlooks and the real estate industry's response.

Moderated by Francine Lacqua, television anchor at Bloomberg

Panellists:

• Soumen Das, CFO, SEGRO
• Sue Munden, Head of Bloomberg Intelligence, EMEA
• Nicolas Dutreuil, CFO, Gecina
• Marcus Phayre Mudge, Fund Manager, Head of Property Investment, Columbia Threadneedle
• Ian Marcus, Senior Advisor, Eastdil Secured Ltd

 

11:45 – 12:05       Coffee Break

 

12:05 – 13:05       Panel Discussion 2

A New Era of Real Estate Financing?

The panel delves into the evolving landscape of real estate financing over a concise one-hour discussion. The session will dissect the impact and opportunities within Mergers and Acquisitions (M&A), scrutinize the accessibility of bonds and equity for real estate ventures, question the ongoing relevance of the REIT structure, and propose strategies to rejuvenate the public listed real estate market. This panel aims to provide insights into the dynamic shifts affecting real estate financing, exploring the challenges and innovations that could shape the sector's future. Join us for a critical examination of what lies ahead for real estate investment and funding.

Moderated by Sue Munden, Head of Bloomberg Intelligence, EMEA

Panellists:

• Tolu Alamutu, Real Estate Credit Analyst, Bloomberg Intelligence
• Richard Powell Real Estate COO Europe, Brookfield
• Crispin Royle Davies, Nuveen

13:05 – 14:05       Networking Lunch

 

14:05 – 15:05       Panel Discussion 3

Building the Future and Redefining Value: Sustainable Finance Practices

The panel discussion navigates through a spectrum of critical topics encompassing the ever-evolving real estate sector. From the challenges posed by obsolescence and stranded assets to the burgeoning energy efficiency revolution, the discourse highlights the imperative of innovation within the industry. Delving into the complexities of carbon taxation within real estate, the panel probes into the equitable distribution of costs. Ultimately, the dialogue underscores the necessity for adaptation in response to the shifting investment landscape, emphasizing resilience and foresight as key drivers of success in an ever-changing market.

Moderated by Hassan Sabir, Finance and ESG Director, EPRA

Panellists:

• Nick Sanderson, Chief Financial & Operating Officer, GPE
• Vincent Fokke, Head of Listed Real Estate Europe, APG Asset Management
• Adrian Karczewicz, Head of Divestments at Skanska’s commercial development business unit in CEE
• Daphné Millet, Head of CSR, Icade

15:05 – 15:25       Coffee Break

 

15:25 – 16:25       Panel Discussion 4

Real Estate Valuation: A Tale of (too) Many Metrics?

The idea: Are we over complicating the sector and focusing on the wrong detail ie NAV and ignoring EPS or other more general equity metrics/compare & contrast with the private markets and US/FFO.

Moderated by Barney Coleman, COO, EPRA

Panellists:

• Elizabeth Blaise, Deputy CEO, Mercialys
• Tim Leckie, Managing Director, Real Estate Equity Research at Panmure Gordon
• Michael Burt, CFO, Unite Integrated Solutions PLC

16:25 - 16:30        Hassan Sabir, Finance and ESG Director, EPRA

 

16:30 – 17:30       Networking reception