Matching product to global capital across Europe's light industrial and logistics assets
29 - 30 November
80 people are attending
Ernesto Navarro
Logan Smith
António Pereira Dias
Philip Stott
Jean-Philippe Besse
Credit: hacohob / Shutterstock
ABOUT GRI LIGHT INDUSTRIAL & LOGISTICS 2022
Now in its third year, participants find the discovery process for sourcing deal flow is most advantageous. Over two days they will engage in a series of informal roundtables where everyone can participate, and navigate the current challenges presented by demand, purchasing, and future trends.
Format
Closed-door discussions, keynote speakers, case studies, debates, presentations and insights.
Audience
Private Equity Investors, Fund Managers, 3PL’s, Operators, LP’s Developers, Asset Owners, Operators and Lenders invested in the asset class
"It's a place where we exchange views about the market with senior people that are willing to learn and to share their honest perspectives with other investors. I really like the format and the people that attend"
Cristina García-Peri
Managing Partner/ Director
of Strategy and Corporate
Development
Grupo Azora
Discussion format that enables you to interact and engage
In-depth industry knowledge
Networking made easy
Discussions
29th November, 14:00 - 15:00
Darya Frolova
Senior Research AssociateCBRE Investment Management
Netherlands
https://www.cbreim.com/
+31 20 202 2200
Schiphol | Netherlands
CBRE GIP is an industry leader in the provision of global and regional customised indirect real estate investments solutions.
Europe’s Logistics Market - Cycle Winners and Urban Logistics Reinventors
- Urban Logistics Trends - What is needed for success?
- Hyped Last Mile - What is it exactly?
- Population Density & Urbanisation - How can urban logistics solve the carbon crisis?
- Values - Are the fundamentals changing?
- Hotspots - Where to find value?
- Logistics vs Other Asset Values - How to survive in the inflation environment
29th November, 15:30 - 16:30
Tenant Demand
End of e-commerce boom, beginning of energy compromises?
- Can real estate keep up?
- Work the Assets - Location or innovation?
- Aligning Owner, Occupier, Investor & 3PL Needs
- Occupational Markets Penetration - New cities, better yields?
- E-commerce penetration creating demand across Europe - Any new locations on the rise?
- Energy price cap rises – what’s the impact for landlords and tenants?
- The Energy Bill Support Scheme – what do you need to know?
29th November, 17:00 - 18:00
JVs & Equity
Exposure more important than yields?
- Joint Ventures - The marriage of equity and expertise?
- Equity vs. Debt Investments
- Funds - Core, Core + or opportunity, where's the sweet spot?
- Risk Return Fundamentals - Resilience vs cost in a post-2020 environment
- Platform companies: An evolution of real estate joint ventures
Moderator
Ernesto Navarro
Senior Director and Portfolio Manager - Managed Accounts
EQT Exeter
Ben
Allmond
Principal
Apollo Global Management
Alberto
Radice Fossati
Fund Manager
Realterm
Matt
Kuber
Vice President
Lazard
Christian
Jamison
Managing Partner
Valor Real Estate Partners
Stefan
Walldorf
Managing Director
Cerberus
30th November, 09:00 - 10:20
Finding Value
Batten down the hatches or time to strike?
- Geopolitical Volatility - Impacts on investor decision-making
- Inflation, Interest Rates & Utility Costs - How much of an impact will it have on the industry?
- Investor Confidence & Risk Considerations
Moderator
Logan Smith
Head of European Logistics
Hines
Siddharth
Trivedi
Managing Director, Real Estate
One Investment Management
Mohamad
Abouchalbak
CEO
SFO Capital Partners
Marco
Riva
CEO Crossbay, Managing Director
MARK
Marieke
Blom
Chief Economist & Global Head of Research
ING Wholesale Banking - Netherlands
Amos
Chia
Managing Director, Head of Acquisitions
Crossbay
30th November, 11:00 - 12:00
Debt & Lenders
More volatility, less leverage availability?
- Real Estate Debt Appetite - Becoming an attractive investment as stocks fall and mortgage rates climb?
- How banks are recalibrating logistics lending strategies
- Development Finance - Anyone lending for new developments?
- Risk Appetite - How far up the risk curve are lenders willing to go?
Moderator
António Pereira Dias
Partner & Chief Investment Officer
Bondstone
Iyngaran
Muniandy
Senior Vice President
Clear Sky Capital
Stefano
Tomaselli
Principal, Real Estate Debt Strategies
Blackstone
Asher
Persits
Senior Banker, Industrial Real Estate
EBRD
Scott
O'Donnell
Senior Managing Director
Harbert Management Corporation
Juan
Mínguez Barbero
Director - Private Debt
Alantra
30th November, 11:00 - 12:00
Last Mile Investments
Lightening pace! LP Accessible?
- Big Boxes vs City Light Industrial - What asset types will be the way to go?
- ‘Ultra-Last-Mile Assets’ - The best spot for strategic last mile urban logistics facilities?
- LP investment appetite - is the asset class mature enough?
- Going up the risk curve - are yields valuable enough to attract LP capital?
- Capital allocation considerations - working with GPs and finding the right partner key?
- Incoming Supply - Oversupply concerns or still room to grow?
- Core+ Last Mile Delivery - Next growth wave for secondary cities or simply a nifty niche?
- Product pricing - How sustainable is pricing across traditional Logistics vs non-Logistics locations?
Moderator
Philip Stott
Executive Director
Caisson IO
Richard
Bains
Managing Director
Chancerygate
Selin
Halman
Principal
Blackstone
Dirk
Bootsma
Senior Director at PGGM Investments
PGGM
Robert
Muilwijk
Senior Investment Manager – Continental Europe
CBRE Investment Management
Samy
Bchir
Chief Investment Officer
Sienna Real Estate Capital
Amos
Chia
Managing Director, Head of Acquisitions
Crossbay
Max
Remmers
Senior Portfolio Manager Real Estate
APG
30th November, 13:00 - 14:00
The Development Paradox
How to play if bills, demand and rent all up?
- Spec Developments - Any lenders available or too much risk attached?
- Newbuild Greenfield vs Brownfield Upgrades - Comparing prices, yields & available financing
- Pricing Development Risk - Will BTS stay number one or will spec developments be pushed centerstage by increased demand?
- Rental Growth - Underwriting investor confidence?
- Emerging Demand Drivers - ESG, New Tech & E-commerce
- Urban Demand - High demand, but do the numbers work?
- Pricing Up & Vacancy down - Impossible balance for tenants demand?
- Investor's appetite vs Local Regulations - working with public bodies offering new opportunities or too much of a headache?
- Economics Affecting Purchasing Power - Developers, Lenders, Investors; Who’s in the driving seat?
30th November, 13:00 - 14:00
CEE Pricing Discounts and Energy Costs
Is it still attracting international capital and tenant demand?
- Reconstruction & Development - How can the logistics sector and markets position themselves as a lever for expansion, attractive to international investments ?
- Eastern over Western Europe - Is discounting a sustainable strategy in itself to attract international capital in this new geopolitical environment?
- Offer Vs Demand - Which markets tend to do better on basic logistics needs in terms of energy delivery and supply chain security?
- Post-covid - disruption in the supply chains led companies to seek nearshoring solutions?
30th November, 14:30 - 15:30
Last Mile with ESG
Too many red flags to make green?
- Eco Friendly Last Mile - Does the concept have legs?
- Green Lending & Raising Capital Considerations
- Urban Logistics & Sustainability Constraints in City Centres
- Owner, Customer, Investor, Authorities Interests’ Aligned?
- How might data analytics and proptech help improve the ESG agenda?
- Green funds & Developers - Impacts and investments in the new partnerships to make sustainability happen?
- Brownfield & Greenfield projects - Has“E” become the primary concern for successful planning?
Moderator
Jean-Philippe Besse
Chief Business Development Officer
IDEX
Thierry
Laquitaine
Head of SRI Europe
AEW
Duarte
Ferreira
Global Decentralized Energy Director
GreenVolt
Alexander
Piur
Head of Innovation and Sustainability
ING Wholesale Banking
Antoaneta
Todorova
Senior Vice President, Fund Manager
Prologis
Charlotte
Dedekam
International Business Director
VARIG
Jean-Philippe Besse
Chief Business Development OfficerIDEX
France
Ashwani Nath
Chief Commercial Officer - LogisticsDP World
France
Cen Shen
Head of EuropeJD Property
United Kingdom
Balazs Lados
Realterm
Netherlands
Ernesto Navarro
Senior Director and Portfolio Manager - Managed AccountsEQT Exeter
United Kingdom
Ernesto is a Senior Director at EQT Exeter, managing our Logistics Managed Accounts in Europe, which includes an existing portfolio of €5B across 10 European countries. He joined EQT Exeter in 2021, and brings over 14 years of experience in Logistics Real Estate across Europe and Mexico.
Prior to joining EQT Exeter, Ernesto was the Head for Logistics and Industrial at Round Hill Capital, where he was responsible for the management and growth of the €500m logistics platform at RHC during 2 years. Ernesto previously spent 3 years in the Pan-European Acquisitions team at Logicor, sourcing and executing on investments in several geographies across Europe.
Ben Allmond
PrincipalApollo Global Management
United Kingdom
Alberto Radice Fossati
Fund ManagerRealterm
Netherlands
Matt Kuber
Vice PresidentLazard
United Kingdom
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.
Stefan Walldorf
Managing DirectorCerberus
Netherlands
Stefan Walldorf is a Managing Director in Cerberus’ European Real Estate Group and a member of the Cerberus NPL Committee, Real Estate Committee, and Real Estate Debt Committee. Since joining Cerberus in 2006, Mr. Walldorf has led a wide range of transactions in Europe, including acquisitions of commercial properties, restructurings and loan portfolios. He is currently overseeing the built-up of Cerberus’ EUR 3bn Strategic Industrial Real Estate (SIRE) platform across Europe. Prior to joining Cerberus, Mr. Walldorf worked in Eurohypo’s structured real estate finance division focusing on multinational and institutional clients and structuring financing transactions in commercial and residential real estate.
Logan Smith
Head of European LogisticsHines
Netherlands
Logan Smith is Head of European Logistics at Hines since April 2020. Previously, he oversaw Logistics and Industrial RE with BNP Paribas Real Estate. He has 19 years’ experience in logistics RE investing in Europe and North America. Prior to BNP, he served as Head of Acquisitions and Dispositions for Prologis in Europe where he and his team sourced and executed €2.2bn of transactions. In other roles, he has served as CIO of the TPG Capital owned entity P3 Logistic Parks in Prague, and Head of Acquisitions for an affiliate of Realterm Global, based in the United States. He began his career in real estate as an Associate in the Management Development Program of Security Capital Industrial Trust in Europe, which subsequently became Prologis.
Siddharth Trivedi
Managing Director, Real EstateOne Investment Management
United Kingdom
Sid is a Managing Director at One Investment Management with over 14 years of experience investing in global real assets and corporate credit. Previously, he was at Blackstone’s real estate debt and corporate credit groups. At OneIM, he focuses on investing in real estate on a sub-sector and geography agnostic basis, covering mid to large scale private and public opportunities across the capital structure.
Mohamad Abouchalbak
CEOSFO Capital Partners
United Kingdom
Mohamad is the CEO of SFO Capital Partners. He is also a member of SFO’s Board of Directors and its ESG Committee, and chairs the firm’s Executive and Investment Committees. Mohamad has been leading all aspects of the firm’s development since 2013.
With over 18 years of experience, Mohamad has been involved in more than USD15 billion of transactions in both advisory and principal roles across the real estate, hospitality and financial services sectors. Prior to joining SFO, Mohamad held positions at Kingdom Hotel Investments, JLL and Gulf Merger where he advised and acted on behalf of institutional investors and family offices on cross border transactions including mergers and acquisitions, direct investments and asset management.
Marco Riva
CEO Crossbay, Managing DirectorMARK
United Kingdom
Marco Riva is a Managing Director and is responsible for logistics investments across Europe, as well as acquisitions and asset management in Southern Europe. Prior to joining Meyer Bergman in 2018, Marco worked for 5 years at LogiCor where he invested over €2 billion in logistics properties. Marco began his career at Goldman Sachs in Italy and graduated from the University of Bologna with a Bachelor’s Degree in Business Administration. Marco speaks Italian, English and French.
Marieke Blom
Chief Economist & Global Head of ResearchING Wholesale Banking - Netherlands
Netherlands
Marieke Blom is Chief Economist and Global Head of Research at ING Group. She is also Chief Economist at ING in the Netherlands.
Marieke has worked at ING since 2014. She is a member of the board of the Dutch Royal Economic Society (KVS). She is also a member of the Advice Committee of the National Growth Fund. She regularly appears in the media.
Before joining ING, Marieke worked as a senior manager at start-up Amsterdam consultancy “De Argumentenfabriek”. She was a political advisor at the Dutch Labour Party (PvdA). She started her career as a trainee and economist at ABN AMRO in 1999.
Marieke holds a Master’s degree in monetary economics and wrote her thesis at the research department of the Dutch Central Bank.
Amos Chia
Managing Director, Head of AcquisitionsCrossbay
United Kingdom
António Pereira Dias
Partner & Chief Investment OfficerBondstone
Portugal
Iyngaran Muniandy
Senior Vice PresidentClear Sky Capital
United Kingdom
Stefano Tomaselli
Principal, Real Estate Debt StrategiesBlackstone
United Kingdom
Stefano is a Principal in Blackstone Real Estate Debt Strategies Europe, previously he was with M&G Investment working within the real estate financing division
Asher Persits
Senior Banker, Industrial Real EstateEBRD
United Kingdom
Alexey Persits, CFA, is a principal in EBRD’s Property and Tourism team focused on the logistics and light industrial sectors, providing senior debt, mezzanine and equity products in CEE and CIS regions. Prior to joining the Property and Tourism team Mr. Persits was part of EBRD’s risk department, working on multiple equity deals in the region. Before joining the EBRD Mr. Persits worked in Credit Suisse’ Investment Banking department in London in the CEEMEA coverage team and completed a six year service in the Israeli Defence Forces. He received his M.A. in Economics from Bar-Ilan University and B.A. in Economics from the Ben-Gurion University, Israel.
Scott O'Donnell
Senior Managing DirectorHarbert Management Corporation
United Kingdom
Scott O'Donnell is Senior Managing Director of Harbert Management Corporation ("HMC"), an investor in alternative investment strategies. Scott is head of Europe and responsible for HMCs European real estate investment activities. Prior to joining HMC, Scott served as a Managing Director of Credit Suisse in London and as the European Head and Investment Committee Member (International) of DLJ Real Estate Capital Partners.
Juan Mínguez Barbero
Director - Private DebtAlantra
Spain
Philip Stott
Executive DirectorCaisson IO
United Kingdom
Philip is a founding partner of Caisson iO. Starting at DE & J Levy in 1993, he specialised in investment acquisition and disposals, focusing on multi-let industrial properties for institutional and private investors. With a background in European operations, his primary role at Caisson iO has been raising and deploying capital, overseeing transactions exceeding £1bn since our inception. Philip is a qualified Chartered Surveyor.
Richard Bains
Managing DirectorChancerygate
United Kingdom
Selin Halman
PrincipalBlackstone
United Kingdom
Selin Halman is a Principal in the Real Estate Debt Strategies Group at Blackstone. Based in the London office, she has been involved in originating real estate financings across all asset classes in Western Europe. Prior to joining Blackstone in 2018, Selin received her B.A. in Economics from Northwestern University in Chicago, USA.
Dirk Bootsma
Senior Director at PGGM InvestmentsPGGM
Netherlands
Robert Muilwijk
Senior Investment Manager – Continental EuropeCBRE Investment Management
Netherlands
Robert Muilwijk is a Senior Associate in the continental European team. Based in Amsterdam, he is responsible for performance, strategy, and investment decision making of the European focused portfolios. Robert is also a member of the investment team with a particular focus on the Netherlands and the logistics sector. He is responsible for sourcing and undertaking due diligence on new investment opportunities and the monitoring and disposals in the region. Robert joined ING Real Estate Select in August 2011 as an analyst in the Continental European team. Robert worked in 2010 as an intern at PGGM private real estate.
Samy Bchir
Chief Investment OfficerSienna Real Estate Capital
France
Samy is Chief Investment Officer at Sienna Real Estate. He has has over 18 years of experience in M&A and real estate investments. Samy has a Master of Business from HEC Paris. He speaks French, German, English and Arabic.
Sienna Investment Managers is a multi-expertise pan-European asset manager of the publicly traded investment holding company Groupe Bruxelles Lambert (GBL). With a team of roughly 300 professionals, Sienna IM operates in Paris, Luxembourg, London, Hamburg, Frankfurt, Madrid, Amsterdam, and Seoul.
Amos Chia
Managing Director, Head of AcquisitionsCrossbay
United Kingdom
Max Remmers
Senior Portfolio Manager Real EstateAPG
Netherlands
Tristram Frost
ConsultantAtlas Property Advisors
United Kingdom
Tristram has over 30 years’ experience in Pan-European RE in a range of advisory, fund management and principal capacities. After initial agency experience in the UK, he focused on pan-European, cross-border, cross-sector, commercial property investment with Weatherall Green and Smith, DTZ and King Sturge latterly at Partner level, including living for several years on the Continent. Additionally, Tristram worked in commercial development at Taylor Woodrow and in pan-European fund management with Pricoa PIM (now Rockspring). At Garbe, he is responsible for identifying new investment, development and funding opportunities, principally in the industrial and logistics field, in the UK, Germany and across Europe Tristram is a Member of the RICS
Paul Hanley
Development DirectorGraftongate
United Kingdom
Joan Vidiella
Managing PartnerSpinnia
Spain
Joan is the Managing Partner of Spinnia, a leading real estate investment manager mainly focussed in Spain, Portugal and México, sourcing, executing and managing opportunities for a broad base of international institutional investors in the industrial/logistics and hospitality sectors, eventually coinvesting in the opportunities.
Through his 30-year career of real estate investment and development experience in Europe, the Americas and the Middle East, Joan has been active across various asset classes including industrial, office, mixed use, and residential, totalling a track record of almost €4 Bn of investments.
Joan holds a BA (UB, Barcelona), and an MBA-MIM (ESADE, Barcelona).
Grzegorz Skowronski
PartnerWolf Theiss
Poland
Grzegorz is partner at the Real Estate & Construction practice of Wolf Theiss Warsaw. He acted as the lead lawyer in some of the top real estate transactions in Poland in recent years, with a particular focus on complex, multi-national and domestic portfolio deals, which are his professional passion. Some examples include: the sale of a 25-warehouse portfolio to an international investor or a last mile logistics portfolio valued over EUR 100 million. Grzegorz also advises clients within single asset/share deals, including forward sale transactions, which involve strong elements of real estate development advisory between the sale and completion.
Piotr Mirowski
Senior Partner & Head of Investment Services - PolandColliers
Poland
Piotr Mirowski joined Colliers International in 2006 as an analyst in the CEE Investment Services Department and is currently responsible for operations and management of the team in Poland. His previous professional experience includes Deloitte’s Audit Department. In 2014, Piotr became a partner in the firm. Piotr’s scope of responsibilities includes structuring and execution of property sale processes, commercial due diligence, financial modelling, commercial negotiation of sale and purchase contracts and transaction coordination. Piotr has been instrumental in in completion of investment transactions with a cumulative volume in excess of €3.0 bn. Piotr graduated from the Warsaw School of Economics.
Asher Persits
Senior Banker, Industrial Real EstateEBRD
United Kingdom
Alexey Persits, CFA, is a principal in EBRD’s Property and Tourism team focused on the logistics and light industrial sectors, providing senior debt, mezzanine and equity products in CEE and CIS regions. Prior to joining the Property and Tourism team Mr. Persits was part of EBRD’s risk department, working on multiple equity deals in the region. Before joining the EBRD Mr. Persits worked in Credit Suisse’ Investment Banking department in London in the CEEMEA coverage team and completed a six year service in the Israeli Defence Forces. He received his M.A. in Economics from Bar-Ilan University and B.A. in Economics from the Ben-Gurion University, Israel.
Jean-Philippe Besse
Chief Business Development OfficerIDEX
France
Thierry Laquitaine
Head of SRI EuropeAEW
France
Duarte Ferreira
Global Decentralized Energy DirectorGreenVolt
Portugal
Duarte Ferreira leads the Global Decentralized Energy Generation Business Unit @ Greenvolt – Renewable Energy, Inc by incorporating a series of European Companies where he sits as Board Member. The Decentralized Energy Generation Business Unit (Solar + Electric Mobility + Energy Storage) is the top transformational project within Greenvolt in line with the REPower EU strategy and that touches all business verticals to turn our buildings in net-zero real estate assets.
Duarte has an extensive national and international experience in challenging corporate leadership roles in B2B and B2C sectors as electric mobility, renewable energy, environment or FMCG.
Alexander Piur
Head of Innovation and SustainabilityING Wholesale Banking
Germany
Alexander Piur is responsible for Sustainability and Innovation for the global Real Estate Finance activities of ING Wholesale Banking, with local presence in APAC, EMEA and US. He has more than 20 years of experience in the real estate financing markets in Germany and Europa. Prior joining ING, he worked for several banks in Munich. Alexander is a member of IMMOEBS, has a degree as Immobilienökonom from the International Real Estate Business School in Regensburg and holds a B.Sc. in Finance and Management from the Frankfurt School of Finance and Management.
Antoaneta Todorova
Senior Vice President, Fund ManagerPrologis
Netherlands
Charlotte Dedekam
International Business DirectorVARIG
Norway
30th November, 16:00 - 16:50
Philippe Dauba-Pantanacce
Executive Director - Senior Economist, Global Geopolitical Strategist, Global Research
Standard Chartered Bank
Philippe Dauba-Pantanacce
Executive Director - Senior Economist, Global Geopolitical Strategist, Global ResearchStandard Chartered Bank
France
Philippe is responsible for Global Geopolitical Economic analysis, based in Paris. He joined the Bank in 2007 and was previously an economist covering the Middle East and Turkey. Philippe is in close contact with policy makers and multilateral institutions, and comments regularly in global media. Before joining the Bank, he worked for HSBC Asset Management, for the French embassy in Washington, and in the US Congress. He holds a Bachelor’s degree in economics and a Master’s in business from the University of Paris (Dauphine), and Master’s degrees in international relations from Sciences-Po (Paris) and Columbia University. Philippe was recognised by Coalition Greenwich as one of the Most Helpful Analysts in Emerging Markets in 2021.
War & Economic Crisis
Navigating Today's Uncertainties
- A combination of inflation, supply chain issues, a global tightening environment is fast plunging the world into an abrupt economic slowdown: what can we expect?
- Beyond the war: how a challenging global geopolitical backdrop is compounding and feeding the economic crisis
- Looking ahead: what is the way out?
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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.
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.
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Industry Partners
Brazil
Com mais de 20 anos de experiência, somos uma consultoria especializada em potencializar os resultados das empresas dos mercados imobiliário e de infraestrutura. Atuamos com soluções 360º nas áreas de gestão de pessoas e de estruturação de processos organizacionais.
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