Spring Conference & 11 May, London

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1 Host Sponsor crefceurope.org

2 Wednesday 10 May YPREF Afternoon FREE to CREFC Europe members 13:00 YPREF Registration, tea & coffee 13:30 Welcome Ben Herson, Associate CRE, Lloyds Bank Commercial Banking & co-chair of YPREF Rob Mersh, Eastdil Secured & member of the YPREF core committee 13:40 14:30 Educational Session Real estate investment strategies and returns in the current macroeconomic environment Guest Speakers: Professor Andrew Baum, Visiting Professor of Management Practice at the Said Business School, University of Oxford and Chairman, Property Funds Research & David Inskip, Director, EMEA Strategy and Research at CBRE Global Investors 14:30 15:00 Afternoon Tea 15:00 16:15 Educational Session Mapping the European lending universe Funding models Cost of capital Pricing and returns Regulatory pressures Moderator: Emma Huepfl, Director, Co-Founder, Laxfield Capital Ltd Xin Zhang, Real Estate Debt, AgFe Simeon Cobb, Associate Director, Origination REF, Aviva Investors Russell Tan, Director, Bank of America Merrill Lynch Clive Bull, Director, Deutsche Bank AG Filippo Alessandria, Associate Director, Deutsche Pfandbriefbank AG 16:20 17:05 A Long-Term Perspective on the Market Join real estate veteran Ian Marcus and Jos Short as they provide a unique perspective and insights into the real estate industry since the start of their careers, the changing landscape, the peaks and troughs in the cycles, the most exciting deals and their fondest memories. 17:05 Closing remarks Ben Herson, Associate CRE, Lloyds Bank Commercial Banking & co-chair of YPREF Rob Mersh, Eastdil Secured & member of the YPREF core committee 17:15 19:00 YPREF Networking Reception crefceurope.org

3 Thursday 11 May 08:30 Registration & Networking Breakfast 09:20 Welcome Andrew Petersen, Partner, K&L Gates, co-chair 09:30 10:15 Keynote Speaker Mark Leonard Director of the European Council on Foreign Relations Mark Leonard is co-founder and director of the European Council on Foreign Relations, the first pan-european think tank. He writes a syndicated column on global affairs for Reuters.com and is Chairman of the World Economic Forum s Global Agenda Council on Geoeconomics. Previously he worked as director of foreign policy at the Centre for European Reform and as director of the Foreign Policy Centre, a think tank he founded at the age of 24 under the patronage of former British Prime Minister Tony Blair. In the 1990s Mark worked for the think tank Demos where his Britain report was credited with launching Cool Britannia. Mark has spent time in Washington, D.C. as a Transatlantic Fellow at the German Marshall Fund of the United States, and in Beijing as a visiting scholar at the Chinese Academy for Social Sciences. 10:20 11:10 All change please: trends in train for real estate Adaptation of investment to structural change Accelerating changes in consumer spending patterns Increased technology driven obsolescence risk Greater expectation of immediate delivery Radical shift in occupier demands Moderator: Gregor Bamert, Head of Real Estate Finance, Aviva Investors Tasos Vezyridis, Group Research Manager, Land Securities Andrew Smith, Strategy Director, LondonMetric Property Plc Vicky Skinner, Chief Financial Officer, Urbanest 11:10 11:40 Networking Break

4 Thursday 11 May 11:40 12:30 How durable are the current capital flows into real estate and what are the trends in allocation? A look at the current trends in capital flows, with an analysis of the drivers behind investment behaviour. The session will also focus on how capital is accessing the market and the opportunities and implications amongst different investment sources. Moderator: Richard Dakin, Managing Director, CBRE Capital Advisors Ltd. Jon Rickert, Investment Director, GAM Duncan MacPherson, Managing Director Head of Debt, Starwood Professor Trevor Williams, University of Derby & MD TW Research Paul Jayasingha, Global Head of Real Assets, Willis Towers Watson 12:30 13:55 Networking Lunch 14:00 15:00 Borrowers and Lenders Going forward through a changing market Lorna Brown will be joined by a group of borrowers and lenders to discuss; Flexibility versus pricing - which is key in this market? Leverage levels - deal specific or borrower specific? Differentiating factors for borrowers and lenders Future trends and new entrants to the market Lenders: John Bigley, Principal, DRC Capital Shawn Kaufman, Director of Debt Strategies, TH Real Estate Tom Jackivicz, Managing Director, Wells Fargo Securities Borrowers: Lesley Chen Davison, Portfolio & Corporate Finance Executive, Delancey Morgan Garfield, Managing Director, Ellandi Lars Kreutzmann, Senior Vice President, Partners Group 15:05 15:35 Long-term value and why it matters A snapshot presentation and discussion on the research into long-term value methodologies that has been done since the publication of A Vision for Real Estate Finance in the UK. Join Peter Cosmetatos, CEO, CREFC Europe; Charles Cardozo, Director, Radley & Associates and Rupert J Clarke, Managing Partner, Lipton Rogers Developments LLP 15:35 15:50 Afternoon Break

5 Thursday 11 May 15:50 16:40 RE Investment Trend Barometer: What s the latest picture and where do opportunities remain? Core Plus / Value Add and Opportunistic Debt versus equity Direct versus indirect JV structures and partnerships New asset classes Moderator: John Gellatly, Head of UK and Europe Global RE Multi-Manager Group, Aviva Investors Eduard Mantz, Vice President, BlackRock Graham Barnes, Executive Director, CBRE Capital Advisors Ltd Kieran Farrelly, Principal, StepStone 16:45 17:15 Key takeaways: What have we learnt? Join the conference co-chairs as they wrap-up the day and highlight the key themes 17:30 Closing Reception Madison Rooftop pre-registration required crefceurope.org Programme subject to change.

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