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UK Investment Cycle - Pricing in the Risk of Politics
UK Investment Cycle - Pricing in the Risk of Politics'
*This meeting is GRI members only.

UK Investment Cycle - Pricing in the Risk of Politics

14th November 2019
Dukes London

Essential or blown out of proportion?

Don’t blame the bankers this time around, most real estate and capital markets investors believe that if a recession hits, political intervention will be the hammer. And so, how much of a danger really are issues such as Brexit, rent control, quantitative easing, protectionism and end of pax americana to real estate investment strategies?   

This club meeting will allow participants to better understand real estate risk exposure, where to find value and develop exit strategies for funds.

Agenda

14th November 2019
Close See complete schedule

08:30 | Registration and welcome coffee

09:00 | GRI Style Discussion

10:00 | Networking and departing refreshments
Discussion
Industry Thought Leaders
Participants
Attendees
Alan SkedLondon School Of Economics
Andrea BoraGoldman Sachs Asset Management
Basim Al-AhmadiGlobal Risk Insights
Brandon HollihanCastleforge Partners
Charles Ferguson-DavieMoorfield
Chris ZlatarevH.I.G Capital
Christian JamisonValor Real Estate Partners
Constantin MayerCPP Investments
Daniel PottorffTristan Capital Partners
Dr. Peter CollecottIndependant Political Consultant
Elle XuLendlease
Emma JackPGIM Real Estate
Francesco CefalúMandarin Oriental Hotel Group
Kevin CooperICG
Laura DenengaAllianz Global Investors
Mark HughesCrosslane Group
Matteo MilanCain International
Nick JacobsRowan
Nicolas MassièreCale Street Partners
Peter PlautBC Partners
Rajesh ShahQuintain
Randeesh SandhuPrecede Capital Partners
Raney AburdeneCapital Trust Group
Tyler GoodwinSeaforth Land
Zafar BhunnooAZB Property
Alan Sked
Alan Sked
Emeritus Prof. International History
London School Of Economics
Andrea Bora
Andrea Bora
MD, Co-Head of EMEA RE Finance
Goldman Sachs Asset Management
Basim Al-Ahmadi
Basim Al-Ahmadi
Co-Founder & Chief Relations Officer
Global Risk Insights
Brandon Hollihan
Brandon Hollihan
Founding Partner
Castleforge Partners
Charles Ferguson-Davie
Charles Ferguson-Davie
CIO
Moorfield
Chris Zlatarev
Chris Zlatarev
Managing Director
H.I.G Capital
Christian Jamison
Christian Jamison
Managing Partner
Valor Real Estate Partners
Constantin Mayer
Constantin Mayer
Managing Director - Real Assets Credit
CPP Investments
Daniel Pottorff
Daniel Pottorff
Head of Debt Investment
Tristan Capital Partners
Dr. Peter Collecott
Dr. Peter Collecott
Ex. British Ambassador & EU Counsellor
Independant Political Consultant
Elle Xu
Elle Xu
Head of Acquisitions (Europe)
Lendlease
Emma Jack
Emma Jack
Principal
PGIM Real Estate
Francesco Cefalú
Francesco Cefalú
Chief Development Officer
Mandarin Oriental Hotel Group
Kevin Cooper
Kevin Cooper
Co-Head ICG Real Estate
ICG
Laura Denenga
Laura Denenga
Senior Manager - Debt Origination
Allianz Global Investors
Mark Hughes
Mark Hughes
Managing Director
Crosslane Group
Matteo Milan
Matteo Milan
MD
Cain International
Nick Jacobs
Nick Jacobs
CEO
Rowan
Nicolas Massière
Nicolas Massière
Partner
Cale Street Partners
Peter Plaut
Peter Plaut
Executive Director
BC Partners
Rajesh Shah
Rajesh Shah
Executive Commercial Director
Quintain
Randeesh Sandhu
Randeesh Sandhu
Co-Founder & CEO
Precede Capital Partners
Raney Aburdene
Raney Aburdene
Director, IR & Business Development
Capital Trust Group
Tyler Goodwin
Tyler Goodwin
Founder & CEO
Seaforth Land
Zafar Bhunnoo
Zafar Bhunnoo
Founder
AZB Property
Alan Sked
Alan Sked
Emeritus Prof. International HistoryLondon School Of Economics
United Kingdom
Alan Sked is emeritus professor of international history at London School of Economics and the founder of Ukip, which he quit in 1997. He writes on European, British and American history. His new pamphlet is Time for a Change: British Conservatism and the Politics of Brexit (Global Britain). He was appointed to the Department of International History at LSE before his thesis was completed. He remained at the department until his retirement in 2015. He has been asked by British, Czech and Austrian Funding Councils to evaluate multi-million pound research projects and is a Fellow of the Royal Historical Society.
Andrea Bora
Andrea Bora
MD, Co-Head of EMEA RE FinanceGoldman Sachs Asset Management
United Kingdom
Andrea Bora is a Managing Director in Goldman Sachs Real Estate Finance team, he is located in London and co-heads the firm's EMEA CRE debt team, focusing on distribution. Andrea joined the firm from Morgan Stanley where he worked for 7 years in CRE finance mainly within the ELOC CMBS program and prior to that he was for 5 years at Bear Stearns on a similar role. Andrea has extensive experience in all aspects of CRE finance including origination, structuring and distribution. From his current role Andrea has recently run distribution of debt transactions in various jurisdictions including UK, Germany, France, Spain, Italy, Benelux and Poland.
Basim Al-Ahmadi
Basim Al-Ahmadi
Co-Founder & Chief Relations OfficerGlobal Risk Insights
United Kingdom
Basim Al-Ahmadi is the co-founder of Global Risk Insights (GRI), a world leading publication providing political risk analysis for the business community. They have over 300 analysts on their team and GRI has been endorsed by leading figures in business, academia and government. The publication has been widely cited, including by leading financial institutions, US Congress hearings, multilateral organisations (including EU, NATO, UN), former foreign ministers, military generals, and major media outlets, such as BBC World, CNBC, Reuters, CNN and many others. Basim holds a Masters Degree from the London School of Economics (LSE) and served as the founding President of the award-winning LSE Political Risk & Investment Society (PRIS).
Brandon Hollihan
Brandon Hollihan
Founding PartnerCastleforge Partners
United Kingdom
Brandon co-founded Castleforge Partners (formerly Mercer Real Estate Partners) in July 2010. Prior to founding Castleforge, Brandon worked for Westbrook Partners and Morgan Stanley Real Estate. Brandon has been involved in transacting over £1.5b of Real Estate asset value across the U.S. and Western Europe and has experience as both an advisor and an investor across a diverse range of investment types and asset classes. Castleforge Partners manages discretionary funds on behalf of a range of institutional investors and can invest across asset classes. It focuses thematically on select opportunity sets and seeks to generate high cash flow using operations.
Charles Ferguson-Davie
Charles Ferguson-Davie
CIOMoorfield
United Kingdom
Charlie joined Moorfield in 2005 and sits on the Board and Investment Committee as Chief Investment Officer. As CIO he is responsible for overseeing investment strategy and portfolio construction and is closely involved in fundraising activities. Since 2005 Moorfield has raised five private equity real estate funds; four Moorfield Real Estate Funds (MREFs) together with a dedicated senior housing platform, Moorfield Audley Real Estate Fund (MAREF). Prior to joining Moorfield Charlie worked in corporate finance at Lazard in the real estate advisory group.
Chris Zlatarev
Chris Zlatarev
Managing DirectorH.I.G Capital
United Kingdom
Chris is responsible for investing and monitoring real estate investments across Europe. He has over ten years of principal investing experience across value added, opportunistic and distressed real estate strategies and has completed transactions for HIG in both direct acquisitions and non-performing loans across multiple real estate sectors and geographies. Previously, Chris was a Partner at Kildare Partners and also held investment roles at Varde Partners and AIG Global Real Estate. Chris holds an MBA from INSEAD and a BSc in Finance from Drexel University.
Christian Jamison
Christian Jamison
Managing PartnerValor Real Estate Partners
United Kingdom
Christian Jamison is the managing partner of Valor Real Estate Partners LLP (‘Valor’), a pan-European industrial platform, headquartered in London, focused on urban/infill industrial and logistics properties. Founded in 2016 by Christian and his partners, Valor is a full-service development management and investment business with offices in London, Paris, Berlin & Munich. The company currently manages a 150+ asset portfolio totalling more than ten million sq ft and c. €3bn of AUM on behalf of a number of global investors. Prior to Valor, Christian established and served as CEO of Delin Property until 2016 and previously held senior roles at JP Morgan, GE Capital and Credit Suisse.
Constantin Mayer
Constantin Mayer
Managing Director - Real Assets CreditCPP Investments
United Kingdom
Prior to joining CPPIB in 2013, Constantin held positions in the real estate structured finance and investment banking groups at Barclays Capital in London. He holds a BA (Honours) in Politics and an MA in International Business Management from the University of Newcastle-upon-Tyne.
Daniel Pottorff
Daniel Pottorff
Head of Debt InvestmentTristan Capital Partners
United Kingdom
Dan is the Head of Debt Investment at Tristan. Prior to joining Tristan in 2021, Dan was Managing Director in the Debt & Special Situations team at LaSalle Investment Management where he was responsible for originating and executing transactions for the LaSalle Real Estate Debt Strategies fund series and several separate account mandates encompassing development finance, whole loan lending and special situations. During his time at LaSalle, Dan was directly responsible for transactions representing over €1.4bn of lending and was fund manager for the Special Situations program.
Dr. Peter Collecott
Dr. Peter Collecott
Ex. British Ambassador & EU CounsellorIndependant Political Consultant
Dr. Peter Collecott CMG was the British Ambassador to Brazil from 2004-2008, and is an expert on the emerging politico-economic world order. In his early diplomatic career he worked in the Arab World and in London on Middle Eastern issues, including ending the Iran/Iraq conflict. He also worked on EU issues, including heading up the EU/Economic section of the Embassy in Bonn in the run up to the single currency. Before being appointed Ambassador to Brazil, Peter spent five years managing change in the Foreign & Commonwealth Office as Finance Director and then as Head of the Administration. In 2009, Peter left the FCO to start his career as a mediator consultant, helping major companies deal with governments and handle international disputes
Elle Xu
Elle Xu
Head of Acquisitions (Europe)Lendlease
United Kingdom
Elle Xu joined Lendlease in September 2023. Previously, she was the Investment Director at Qatari Diar Europe. In her role at QD, Elle has been responsible for originating new investment opportunities, structuring JVs, and raising debt finance for QD’s existing projects in Europe. Elle has over 15 years of experience in real estate and investment banking. Elle is a Chartered Financial Analyst (CFA) and holds a Msc in Investment Management from Cass Business School.
Emma Jack
Emma Jack
PrincipalPGIM Real Estate
United Kingdom
Emma Jack is an executive director with PGIM Real Estate. Based in London in the European Real Estate group, Emma is head of debt originations, covering new business across our full range of debt products. Emma joined the company in 2017 with over 10 years in the commercial real estate industry. Prior to her role at PGIM, Emma was a partner at AgFe, focusing on both direct real estate lending and loan-on-loan work across the UK and mainland Europe. Earlier in her career, Emma worked in the Real Estate Private Equity team at Lehman Brothers, covering both mezzanine and equity investments. She is active in the European property community, where she is on the board of Association of Property Lenders.
Francesco Cefalú
Francesco Cefalú
Chief Development OfficerMandarin Oriental Hotel Group
United Kingdom
Francesco is Mandarin Oriental Hotel Group’s Regional Development Director for EMEA & South America. He leads MOHG development and investment activities in the region. In his previous role as Vice President Development Europe at Four Seasons Hotels & Resorts he was responsible for expansion of the brand in Europe. Previously he was part of the development team at Hilton Worldwide with management roles in Brazil, Italy and the UK. In his earlier career he held several positions at Starwood Hotels & Resorts and at Sony Electronics. Francesco has an MBA from Harvard Business School and graduated in Economics from Bocconi University in Milan.
Kevin Cooper
Kevin Cooper
Co-Head ICG Real EstateICG
United Kingdom
Kevin is Co-Head of ICGRE, managing responsibility for Sale & Leaseback, Development Finance & Private Equity strategies. Kevin previously held responsibility for the Partnership Capital investment strategy. He is a Member of the ICGRE IC, AM IC & ICG Management Committee. In 2006 Kevin co-founded Longbow Real Estate Capital, a real estate private capital business, which was acquired by ICG in 2011. Prior to joining ICG, Kevin was a Managing Director at GMAC & lead the market entry and expansion of GMAC’s U.K. real estate debt business (2002-2006). Prior to joining GMAC, Kevin was a Founder Member of the Structured Property Finance business for Halifax from 1998-2002. Kevin began his career as a trainee corporate banker at Barclays.
Laura Denenga
Laura Denenga
Senior Manager - Debt OriginationAllianz Global Investors
United Kingdom
Maslow Capital is a real estate debt investment manager focused on providing senior and stretch senior development finance in the UK. Laura is part of Maslow’s loan origination department and is responsible for sourcing and structuring new lending opportunities for residential, student accommodation and commercial projects. Prior to Maslow Capital, Laura was a Vice President of Quadrant Real Estate Advisors, an investment management business with $10 billion under management. Laura led Quadrant’s origination of stretch senior development, bridge and mezzanine finance in the UK and Ireland on behalf of an Australian Superannuation Fund.
Mark Hughes
Mark Hughes
Managing DirectorCrosslane Group
United Kingdom
Matteo Milan
Matteo Milan
MDCain International
United Kingdom
Matteo joined Cain International in 2014 and is a principal in the firm’s Real Estate Debt team. He plays a key role in the origination and development of the firm's UK debt portfolio, as well as driving its expansion into continental Europe.
Nick Jacobs
Nick Jacobs
CEORowan
United Kingdom
Founded Rowan in 1997. Traded more than £1bn. Extensive investment and development experience in the UK ( especially London) and Germany. Worked at Waterglade Plc, Amec Plc, and a consultant to Lloyds/TSB advising on “bad debt” portfolios. Chaired the Central London RICS branch and the Board of Governors for the Bethlem and Maudsley Hospital School. A sporadic motor-racer, and cross desert motorcyclist. He has family, animals. Is distracted by architecture and landscape gardening
Nicolas Massière
Nicolas Massière
PartnerCale Street Partners
United Kingdom
Nicolas Massiere is a Partner at Cale Street Partners, a real estate investment and finance firm focused on the United Kingdom, Western Europe and North America. Since its inception in 2014 Cale Street has raised €7.6bn from a single sovereign wealth investor and has provided innovative structured debt and/or equity capital solutions to investors, operators and developers in ten countries across nearly every major real estate asset classes. Before joining Cale Street, Nicolas was a member of the real estate principal group of Oaktree Capital Management in London where he focussed on pan-European direct asset and portfolio acquisitions as well as NPL and distressed debt purchases. Prior to that, Nicolas was at Benson Elliot.
Peter Plaut
Peter Plaut
Executive DirectorBC Partners
Monaco
Rajesh Shah
Rajesh Shah
Executive Commercial DirectorQuintain
United Kingdom
Rajesh is the Executive Commercial Director of Quintain’s Build to Rent (BtR) business. Responsible for all aspects of the Tipi business development including new sites, products and services together with all finance and commercial activities in order to position Tipi to become the UK’s largest BtR platform. He also leads on the design and pricing for future plots at Wembley and new business. Rajesh joined Quintain in 2008 as the Transactions Director responsible for refinancing, acquisitions, disposals and joint ventures.
Randeesh Sandhu
Randeesh Sandhu
Co-Founder & CEOPrecede Capital Partners
United Kingdom
Randeesh co-founded Precede Capital in 2021 as a portfolio company of Towerbrook Capital Partners. In 2022 the Company received a commitment of £1bn of new capital from QuadReal, who also acquired an equity stake in Precede. Prior to founding Precede, Randeesh was the Co-Founder and former CEO of Urban Exposure Plc (LON: UEX), building the company over nearly two decades into the UK’s leading residential development financer and extending over £1.7bn in development finance and £3bn in real estate finance overall. In 2018 Randeesh led the company to a successful flotation on the London Stock Exchange AIM market.
Raney Aburdene
Raney Aburdene
Director, IR & Business DevelopmentCapital Trust Group
Raney Aburdene is an investor relations and business development executive at Capital Trust Group, founded in 1985. Raney has extensive experience in commercial real estate investments across the UK, US, Canada & Germany. Previously, Mr Aburdene worked as a fund investment analyst at Camden Partners, a US based private equity fund manager. Mr Aburdene holds a BA (Hons) in Arabic and Management from the School of Oriental and African Studies (SOAS), University of London.
Tyler Goodwin
Tyler Goodwin
Founder & CEOSeaforth Land
United Kingdom
Tyler is the Founder and CEO of Seaforth Land. He has over 30 years of international real estate experience across Asia, North America and the UK in property development, investment banking, principal investment, and investment management. He is a passionate and vocal proponent of good design, sustainability, diversity, and transparency in our industry. Tyler was ranked #35 in the “Estates Gazette 2014 Power List 50” as one of the 50 most influential people in the UK property industry.
Zafar Bhunnoo
Zafar Bhunnoo
FounderAZB Property
United Kingdom
Hailing from an academic background with Physics - entering the property industry, as a graduate, was a pursuit of passion over 11 years ago. A desire to make a lasting change for people who interact with the built environment - everyone. Cutting my teeth as a consultant Development Manager with M3 and gaining RICS Chartership took me to enjoy a high octane role with Blackstone. Ultimately my entrepreneurial itch needed to be scratched…Spaces is now the culmination of years of experience, meeting a passion by delivering an amazing living experience for members in London and eventually the world.

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GRI has no speakers, no presentations. Instead, you have a selection of closed-door discussions where everyone can participate.
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Kirsty Stevens
Event manager
Kirsty Stevens
Partner
GRI Club
Kirsty Stevens
Kirsty Stevens
Kirsty Stevens
Partner
GRI Club
0787150599
12 years experience within conference production in infrastructure, tax, finance and real estate. Previously working with RICS for four years helping drive the global CPD rollout. I have been with GRI Club for over 4 years, from Sales Director, UK Markets Director, Content Director and now as Global Head of Content with Sales Specialty within our Europe and USA markets. Ask me about our European events,asset class specialisms and connecting wtih investors globally. BA Hons in Philosophy from Kings College London, hobbies include Rugby, Theatre Production and Time Out Tastemaker.
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