Investing into Italy’s Alternative Asset Classes

Name: Investing into Italy’s Alternative Asset Classes
Start: 2019-02-12 00:00:00
End: 2019-02-12 00:00:00
Location: The Westin Palace, Milan

12 February, Milan

The Westin Palace, Milan

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Overview

As most European markets benefit from the influx of investors finding value in alternative asset classes, it feels like Italy (with so much promise and opportunity) has yet to lift off.

From a survey held in December with GRI Club Italy Advisory Board, it feels like the appetite is ripe for such assets like Student Housing, Multifamily Build-to-Rent and Care Homes and yet supply, scale and equity is nearly non existent to meet this demand.

GRI Club Members will meet in Milan to discuss what strategies might be best to diversify core portfolios with alternatives and offset risk in the late cycle. Attention will be payed to:

What does ‘alternative’ mean to the domestic market
Entry strategies for global investors and niche operators
Market fragmentation and legal challenges
Attracting institutional capital into the markets
Secondary Cities - Finally out of Milan’s shadow?
Student vs Senior vs Multifamily
Product availability - New builds or conversions?
Student housing: How to bypass the scalability issue?
Hybrid assets - Is anything hard to categorize an alternative investment to work on?
Exit strategies - How can we safeguard alternative assets for a market downturn?

Discussions

12 FEBRUARY, 2019

14:30 - 15:00 Welcome

15:00 - 16:00 Discussion

16:00 - 16:30 Farewell coffee

Timetable

12 FEBRUARY, 2019

Close See complete schedule

02:30pm - 04:30pm

14:30 - 15:00 Welcome

15:00 - 16:00 Discussion

16:00 - 16:30 Farewell coffee

Meet our exclusive format.

GRI has no speakers, no presentations. Instead, you have a selection of closed-door discussions where everyone can participate.
Much like a conversation in your own living room, the dynamic environment allows you to engage with your peers in an informal and collegial setting.

Alessio Lucentini

Managing Director, Investment and Asset management, Italy

HIG Capital

http://www.higcapital.com

+39 02 45 37 5200

Milan | Italy

Bayside Capital is a credit oriented investment firm with more than $7 billion under management.

Antonio Mazza

General Manager Italy

Aareal Bank

http://www.aareal-bank.com

+39 06 830 042 00

Rome | Italy

Focused on the commercial property sector & the housing industry Aareal Banks is active in Europe North America & Asia.

Davide Albertini Petroni

CEO

COSTIM

https://costim.com/en/

Bergamo | Bergamo | Italy

COSTIM is a multipurpose company, active and competing on the Italian market for over fifty years now, in all real estate sectors. The Group’s core activities are mainly in real estate development and constructions in general.

Domenico Bilotta

Managing Director

Investire SGR

http://www.investiresgr.it

+39 02 00662 581

Rome | Italy

InvestiRE SGR is a leading independent asset manager specialised in actively managing real-estate portfolios in different market sectors, and is today a key investment partner for the Italian market.

Giovanni Maria Benucci

Fabrica Immobiliare SGR

http://www.fabricasgr.com

+39 06 94 51 66 01

Roma | Italy

Fabrica Immobiliare is an Italian RE asset management company working since 2005 and controlled by Caltagirone Group. Thanks to the quality of the asset management services offered and a best practice oriented approach, Fabrica attracted leading institutional investors and established its brand in the industry. Fabrica currently manages 15 real estate funds/compartments for c.a. € 5.8 billion of total AUM of which more than 90% is relating to institutional investors (mainly pension funds)Edit: SponsorProfileforBrochure__c

Jacopo Palermo

CEO & Managing Director

COSTIM

https://costim.com/en/

Bergamo | Bergamo | Italy

Mario Pellò

Head of Real Estate, Italy

Nuveen Real Estate

https://www.nuveen.com/global/strategies/real-estate

+39 02 9129 4850

Milano | Italy

Nuveen is one of the largest real estate investment managers in the world with c.€93bn AUM. Managing a suite of c.80 funds and mandates.

Matteo Cidonio

Managing Partner

GWM Group

http://www.gwmholding.com/

+44 20 7355 0605

London | United Kingdom

Based in London & Luxembourg, GWM is an independent fund & AM with a specific focus on RE investments in Europe. GWM has circa USD 4bn AUM. Aurora Recovery Capital is an Italian distressed debt manager focused on large secured loans with HQ in Rome

Mauro Montagner

CEO and General Manager

Edizione Property

https://www.edizione.com/en/edizione-property-2/

+39 0422 3144

Treviso | Italy

Edizione is an active investor, combining an entrepreneurial position with rigorous financial discipline, strategically and financially supporting his ventures to enhance his competitive positioning and profitability. Edizione seeks to increase the value of its investments over time and strengthen its presence in the various sectors in which it operates. The objective can also be acquired by meio de acquisições, graças à rede de contatos and relacionamentos construída pelo Grupo.

Roberto Fraticelli

CFO

Eurocommercial Properties

http://www.eurocommercialproperties.com/

+39 02 760 759 1

Milan | Italy

One of Europe’s most experienced property investors with a portfolio of shopping centres in France, Italy and Sweden.

Stefano Keller

Managing Director / Partner & Presidente del comitato Hospitality di Confindustria-Assoimmobiliare

LFPI Italia Reim spa

http://www.foncierelfpi.it

+39 02 87 24 47 74

Milan | Italy

LFPI Italia Reim is a long-term investment advisory and Asset Manager Advisor for the group LFPI and its Funds, focused on the Italian real estate market.

Alessio Lucentini

Managing Director, Investment and Asset management, ItalyHIG Capital

Italy

Alessio Lucentini joined EQT Partners in September 2019. Prior to joining EQT Partners, Alessio was Country Team Head and Managing Director of AXA Real Estate Investment Managers in Italy. Alessio was responsible for managing the Italian office and investments in the Italian market, increasing the portfolio and covering all asset classes, Prior to that Alessio held asset management and financial analyst positions at AIG/Lincoln and American JV, developing multi-classes real-estate projects. Alessio started his real estate career at Cushman & Wakefield in the valuation team, analysing single assets and portfolios in all Italian territory. Alessio holds a B.Sc in Economics from the University “La Sapienza” of Rome, Italy.

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Antonio Mazza

General Manager ItalyAareal Bank

Italy

Antonio is General Manager of Aareal Bank AG – Italy and board member of several Italian companies within the Aareal Group. Antonio has been working for almost 30 years in the RE market for both Italian and foreign banks. Antonio is a Teaching Fellow at SDA Bocconi School of Management and member of RICS. Following a law degree in 1989, he gained an Executive Master of Business Administration (EMBA) at MIP, School of Management Politecnico di Milano. He is coauthor of three books on property finance: “Finanziamento Immobiliare” ( Egea, Milan 2010), “Property Finance – An international approach” (Wiley, London 2015) and “Property Finance – An International Approach” – Chinese Edition in Chinese Language – (China Citic Press, 2017)

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Davide Albertini Petroni

CEOCOSTIM

Italy

Starting from January 2024, he has been appointed CEO of Costim Group, an industrial group focused on real estate development and on general contracting, with real estate developments amounting to around 800 millions and a turnover of 400 millions. From 2009 to December 2023, he was Managing Director of Risanamento S.p.A, a property and development Company listed on the Milan Stock Exchange, with €1 billion of Assets Under Management and CEO of all the subsidiaries of the Group. As CEO of the subsidiaries, he sold assets for € 3.0 billion: Paris properties’portfolio for €1,5 billion, a prestigious building in New York for €0,3 billion and other Italian assets for €1,2 billion.

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Domenico Bilotta

Managing DirectorInvestire SGR

Italy

Graduated with honours in Economics and Business at “La Sapienza” University in Rome, Professional Accountant and Auditor, he has nearly 25 years of experience in Real Estate and Finance, having held high level positions in the Advisory, Property, Asset and Fund Management sectors with some leading national and international real-estate players.

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Giovanni Maria Benucci

Fabrica Immobiliare SGR

Italy

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Jacopo Palermo

CEO & Managing DirectorCOSTIM

Italy

Jacopo graduated with honors in Civil Engineering from Università degli Studi di Napoli Federico II, has an Executive MBA from SDA Bocconi in Milan and an Advanced Management Program from INSEAD in Fontainebleau. He started his professional experience in infrastructure projects. From 2001 - 2011 he has pursued a career in big construction companies such as Astaldi and Torno Internazionale. He, then assumed the role of Director in complex infrastructural and civil building projects both national and European. Since 2011 untill 2021 he worked in Immobiliare Percassi as CEO and Managing Director. In the 2020 he became CEO of COSTIM group.

Mario Pellò

Head of Real Estate, ItalyNuveen Real Estate

Italy

Mario Pellò is the Head of Real Estate, Italy of Nuveen Italian office. With over 15 years’ experience, he supervises and coordinates activities for the several Italian properties within existing funds. He is also responsible for Italian investment advisory and strategic asset management, working with leading European developers and sector specialists of the market. Mario has a degree in Economics from the University of Piacenza.

Matteo Cidonio

Managing PartnerGWM Group

United Kingdom

Matteo has over 25 years’ experience in the real estate investments and finance sector, of which almost 10 with GWM. Prior to joining GWM Matteo was managing director of BNP Paribas, CIB division, heading the RE division for Europe ex-France and before that he held a similar role within the global RE group of Lehman Brothers. Matteo executed over €20 bn of RE transactions in Europe, including investments in offices, healthcare, retail, and residential asset classes and private and public debt and equity fund raisings. Matteo has executed over €15 bn of RE transaction in Italy, with counterparties including institutional investors, property companies, public entities, and professional investors.

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Mauro Montagner

CEO and General ManagerEdizione Property

Italy

Mauro Montagner is CEO and General Manager at Edizione Property SpA. In his role, Mauro is responsible for the investment program of Edizione Property globally, as well as for the management of a €2.1 bil portfolio distributed in 16 countries. Before joining Edizione in January 2018, Mauro was CEO at Allianz RE Southern Europe, and member of the Allianz RE Executive Committee & Investment Committee. Previously, Mauro was MD at Morgan Stanley, where he served as Country Head for the RE investment activity in Italy as well as portfolio manager for a large pan-european RE fund. Prior to that, Mauro was Director at London-based Curzon Global Partners, where he was responsible for the acquisition and asset management operations in Italy.

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Roberto Fraticelli

CFOEurocommercial Properties

Italy

Stefano Keller

Managing Director / Partner & Presidente del comitato Hospitality di Confindustria-AssoimmobiliareLFPI Italia Reim spa

Italy

Stefano Keller graduated in Economics & Financial Markets (CLEFIN) at Bocconi University, Milan (Italy). He served as an Asset Manager at T&S - Asset Management Company of Merrill Lynch/Colony Capital - and GE Real Estate between 2002 and 2007. At that date, he joined Generali Immobiliare Italia as Chief Investment Officer and then was nominated also Key Clients Manager of the Group. At the end of 2010, he joined LFPI Italia Reim (formerly Foncière LFPI Italia) as Managing Director. As of today he is Partner of the company.

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