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

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.
Kerron Darby
Event manager
Kerron Darby
Account Manager
GRI Club
+44 20 7121 5095
Kirsty Stevens
Event manager
Kirsty Stevens
Head Conference Production - Europe
GRI Club
+44 20 7121 5095
Kerron Darby
Kerron
Kerron Darby
Account ManagerGRI Club
+44 20 7121 5095
+44 794 482 1036
Kirsty Stevens
Kirsty
Kirsty Stevens
Head Conference Production - EuropeGRI Club
I have over 10 year's experience in conference production; 7 of which have been in the real estate, venture capital and private equity sectors. I am particularly passionate about BTR, light industrial, global geopolitical and social disruption. At GRI Club, I lead our production team across Europe to develop meaningful events and club meetings for our members.
+44 20 7121 5095

Confirmed participants

Alan Sked
Alan Sked
Emeritus Prof. International History
Andrea Bora
Andrea Bora
Executive Director
Basim Al-Ahmadi
Basim Al-Ahmadi
Co-Founder & Chief Relations Officer
Brandon Hollihan
Brandon Hollihan
Founding Partner
Charles Ferguson-Davie
Charles Ferguson-Davie
CIO
Chris Zlatarev
Chris Zlatarev
Principal
Christian Jamison
Christian Jamison
Managing Partner
Constantin Mayer
Constantin Mayer
Director - Private Real Estate Debt
Daniel Pottorff
Daniel Pottorff
MD,Debt Investments & Special Situations
Dr. Peter Collecott
Dr. Peter Collecott
Ex. British Ambassador & EU Counsellor
Elle Xu
Elle Xu
Investment Director
Emma Jack
Emma Jack
Principal
Francesco Cefalú
Francesco Cefalú
Regional Development Director, EMEA & SA
Kevin Cooper
Kevin Cooper
Co-Head of Real Estate UK
Alan Sked
Alan
Alan Sked
Emeritus Prof. International HistoryLondon School Of Economics
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
Andrea Bora
Executive DirectorGoldman Sachs International
Andrea Bora is an executive 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
Basim Al-Ahmadi
Co-Founder & Chief Relations OfficerGlobal Risk Insights
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
Brandon Hollihan
Founding PartnerCastleforge Partners
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 has recently completed raising CFP II, a £235 million discretionary fund that invests in value add / opportunistic real estate on behalf of US, UK, and European institutional investors.
Charles Ferguson-Davie
Charles
Charles Ferguson-Davie
CIOMoorfield Group Limited
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. Prior to joining Moorfield Charlie worked in corporate finance at Lazard in the real estate advisory group. Whilst at Lazard he was part of a market leading team that advised a number of listed property companies on M&A transactions and private equity groups investing in asset-backed transactions.
Chris Zlatarev
Chris
Chris Zlatarev
PrincipalH.I.G. Capital
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
Christian Jamison
Managing PartnerValor Real Estate Partners
Christian Jamison is the managing partner of Valor Real Estate Partners LLP, an investment and asset management platform focussed on logistics & industrial real estate in Europe. Christian formed Valor in 2016 with Jeffrey Kelter & Robert Savage, the founders of KTR Capital. Previously Christian established and served as CEO until 2016 of Delin Capital Asset Management and he was formerly an Executive Director within the RE structured finance group at JP Morgan. Christian began his career in 1997, he was an M&A banker at Credit Suisse First Boston before specialising in RE investment at GE Capital from 2002.
Constantin Mayer
Constantin
Constantin Mayer
Director - Private Real Estate DebtCPPIB
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
Daniel Pottorff
MD,Debt Investments & Special SituationsLaSalle
Mr. Pottorff joined LaSalle in 2014 in the Debt Investments and Special Situations team and is responsible for originating, negotiating and executing transactions across all mandates. Mr. Pottorff has nearly fifteen years of experience in real estate investing and lending. Prior to joining LaSalle, Mr. Pottorff worked at Strategic Value Partners where he was involved in acquiring c. €300m distressed CMBS, whole loans and mezzanine loans backed by real estate in UK, Germany and Spain. Prior to that, he was part of the Securitized Products Group at Morgan Stanley where he was involved in underwriting c.€10 billion of lending in the UK, Spain, Benelux and Germany as well as structuring CMBS.
Dr. Peter Collecott
Dr.
Dr. Peter Collecott
Ex. British Ambassador & EU Counsellor
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
Elle Xu
Investment DirectorQatari Diar
Elle Xu joined Qatari Diar in 2014 and is 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
Emma Jack
PrincipalPGIM Real Estate
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
Francesco Cefalú
Regional Development Director, EMEA & SAMandarin Oriental Hotel Group
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
Kevin Cooper
Co-Head of Real Estate UKICG Longbow
Kevin is joint managing partner and a Board and Investment Committee member responsible for investment strategy and loan origination. Prior to establishing ICG-Longbow Kevin was a founding member of GMAC's UK Commercial Mortgage business which was established in 2002. ICG-Longbow's investors benefit from our sole focus on the UK market which ensures that we have a deep local market knowledge, intimate understanding of the key UK real estate sub-markets and a local operating presence. Through our client funds we structure and provide senior, mezzanine and whole loans to the UK's commercial property sector.
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