Alin Buda
• To what extent are borrowers now comfortable with borrowing from non-bank lenders? • How are borrowers looking to raise capital in 2022 and beyond? • How are borrowers evaluating and diversifying different sources of finance? • What are the main challenges in accessing finance from a borrower’s point of view? • How are borrower’s […]
• At what price do more risky sectors become attractive to lenders? • How have lending volumes to ‘embattled’ real estate sectors fared over the covid period? • To what extent is retail activity bounced back? • How are lenders vetting opportunities in traditional sectors and have there been significant adjustments to their risk appetite/underwriting? […]
• How liquid are the ‘hot’ sectors such as single-family rentals, healthcare and content creation? • How are lenders going about gaining exposure to alternative asset types? • What are the main challenges in underwriting deals in life sciences, data centres and residential? Speakers: Jonathan Jay, Partner, Conduit Real Estate Lorcain Egan, Head of Lending, […]
Is the cost of financing increasing for unsustainable projects or assets? How significant is the data burden that comes with sustainability performance measurement and reporting for borrowers? What are the main challenges are faced by lenders in creating credible EST-orientated incentives to their borrowers? What are some of the more innovative models being applied in […]
• LPは他のオルタナティブアセットクラスと比較して不動産をどのように見ているか？ • ポストコロナにおいて投資意欲は高まっているか？ • 投資家のリスク選好度－リスクの高い戦略が検討されているか？ Moderator: Tetsuya Fujita, Managing Director, CBRE Investment Management Speakers: Ayaka Takimoto, Head of Real Estate and Infrastructure Investments, Japan Science and Technology Agency (JST) Kiyosei Sugioka, MD, Head of Alternative Investments, Orix Life Insurance Koji Sugauchi, CIO, Osaka Shoko Shinkin Bank Shinji Kawano, General Manager, Alternative Investment Group, Tokio […]
• ポストコロナにおけるデット投資の状況を理解 • 貸し手にとって最も魅力的なことを証明しているのはどのセクターか？変化は見られるのか？ • デット戦略の進化：セパレートアカウントや共同投資への意欲は高まっているか？ Moderator: Joyce Lo, Director, Private Capital Advisory, Lazard Speakers: James Haines, General Manager and Head of Global Real Estate Structured Debt, Aozora Bank Lennart van Mierlo, Head of Commercial Real Estate Debt, NNIP Shai Greenberg, Senior Vice President, Genkai Capital Management
• 不動産投資におけるESGパフォーマンスを効率的に追跡する方法 • このアセットクラスにおけるサステナビリティと高収益の追求－可能なのか？ • ポートフォリオの脱炭素化戦略 Moderator: Ryuichi Horie, Co-Founder & CEO, CSR Design Green Investment Advisory Speakers: Brad Dockser, Founder & CEO, Green Generation Hideki Yano, President, Sumisho Realty Management Ken Aoyama, CEO, Samurai Capital Satoshi Ikeda, Chief Sustainable Finance Officer, Financial Services Agency
• LPにピッチングする際にすべきこと、してはいけないことの理解 • 日本におけるゲートキーパーの役割 • GPとゲートキーパーの関係構築 Moderator: Atsunori Yamaura, Director, Russell Investments Speakers: Akihisa Hoshino, Associate General Manager, Alternative Funds Investment Dept, Sumitomo Mitsui Trust Bank Takako Tokinaga, Portfolio Manager, Mitsubishi UFJ Trust Bank Satoshi Saito, Head of Overseas Property Investment, Tokio Marine Asset Management