Bloomberg Intelligence and EPRA 2024 Real Estate Finance Summit

Giacomo Balzarini, 1968, CH and IT, Wollerau, lic. oec. publ., MBA, Chief Executive Officer/ Chief Financial Officer of PSP Swiss Property (in this position as of 1 April 2017; prior since 1 April 2007 Chief Financial Officer) and Chairman of the Board of Directors of all PSP Swiss Property Ltd subsidiaries. Mr. Balzarini completed his studies in economics at the University of Zurich in 1996. In 2002 he obtained an MBA from the University of Chicago (Ill., USA).

Sue Munden, with 30+ years in investment, leads Bloomberg Intelligence’s European real estate equity franchise. A CFA charterholder, she held Director positions at Seymour Pierce, Cantor Fitzgerald, and Panmure Gordon, covering real estate and financial equities in Asia and the U.K.

Dr. Gerard Lyons, renowned as one of the most influential global economic analysts by The Times, boasts over three decades of expertise in senior financial and policy roles. Notably, as Chief Economic Advisor to Boris Johnson, he shaped economic policy during Johnson’s mayoral tenure. Lyons accurately predicted the 2008 financial crisis while serving as Head of Global Research at Standard Chartered Bank. His insights have been sought by policymakers worldwide, and his acclaimed book, “The Consolations of Economics,” delves into key global trends. Lyons holds multiple board positions, including at Bank of China (UK) and BGC Partners, and is a respected speaker, author, and podcast host, illuminating economic issues for diverse audiences.

Award-winning London-based anchor for Bloomberg Television, Francine Lacqua, is celebrated for anchoring “The Pulse with Francine Lacqua” and presenting “Leaders with Lacqua.” Co-hosting Bloomberg’s weekly In The City Podcast, she dives into London’s trends and conversations. Since 2000, Lacqua has covered global events and interviewed influential figures like Macron, Lagarde, and Gates. Fluent in French and Italian, she earned an LLB in English law from King’s College and completed her undergraduate degree at the Sorbonne. Lacqua’s achievements include the 2018 Knight of the Order of the Star of Italy and the 2013 ‘International TV Personality of the Year’ at the AIB Media Awards.

Nicolas Dutreuil, a Dauphine and Sorbonne graduate, holds postgraduate degrees in banking, finance, and accounting. Starting at KPMG Audit, he later served as Head of Operations and Finance for Dolmea Real Estate and Head of Investment Banking at Crédit Suisse. As Deputy Finance Director at Icade and currently Deputy CEO at Gecina, he’s lauded for his financial acumen. Awarded the Pierre d’Or 2020 in “Financial Engineering,” Nicolas stands out for his contributions to the real estate finance landscape.

Ian, a 1981 graduate from the University of Cambridge with a Land Economy degree, boasts a 32-year career in banking, notably with Credit Suisse First Boston. As Managing Director and Chairman of European Real Estate Investment Banking, he founded the Real Estate Group. Ian holds key roles in Redevco’s Advisory Board, chairs Shurgard, Europe’s Largest Self Storage Business, and serves as Senior Non-Executive Director for Town Centre Securities Plc. An OBE recipient, he’s a Senior Adviser to Eastdil Secured and Anschutz Entertainment Group, a Trustee of Saracens Multi Academy Trust, and a Non-executive Director of BCP Future Places.

Marcus has been managing TR Property Investment Trust since 2011 and is a partner at Thames River Capital (now part of Columbia Threadneedle Investments). Along with managing the TR Property Investment Trust, he is a co-manager of the CT Property Growth & Income Fund (which he launched in 2005) and CT Global Real Estate Securities Fund. Previously he was a fund manager at Henderson Global Investors from 1997 to 2004. Prior to joining Henderson, Marcus was an Associate Partner at Knight Frank. He is a Chartered Surveyor and holds a BSc (Hons) in Land Management from Reading University.

Rod Turnbull is a seasoned professional with a diverse background. As the Regional Content Analyst for Bloomberg Intelligence in EMEA, he drives content utilization among terminal users and fosters collaboration across departments. With 22 years of experience in equity sales at Goldman Sachs, Bear Stearns, and HSBC, Rod reached the pinnacle as Managing Director, Head of Cash Equity Sales in EMEA. Notably, he advised a crypto mining firm on capital markets during a career break and pursued further education. Rod’s earlier tenure as an Officer in the Royal Marines, spanning 10 years, equipped him with versatile skills, including operational expertise in various terrains. He continues his involvement with marine-related charities, demonstrating his commitment to service beyond the corporate realm.

Tolu Alamutu, a senior credit analyst at Bloomberg Intelligence, specializes in European real estate issuers and emerging market banks. With experience at Gramercy Ltd, Tellimer, and Bank of America Merrill Lynch, she holds dual B.Sc. degrees and is a CFA Charterholder.

Richard Powers is a Managing Partner and Chief Operating Officer, Europe in Brookfield’s Real Estate Group. In this role, he is responsible for expanding the pan-European real estate business and overseeing its operations. Prior to joining Brookfield in 2022, Mr. Powers was managing partner at O-Zone Partners, a managing member at Grand Street Investments and a partner in Goldman Sachs’ merchant banking division, where he was co-head of European and U.S. real estate. Mr. Powers holds a Bachelor of Arts degree from Yale University where later he taught a seminar for many years.

Crispin Royle-Davies is a Senior Research Analyst for the Real Assets team at Nuveen, responsible for all European real estate equities and UK infrastructure & renewables investment trusts, based in London. He started his career in 2012 and joined Nuveen in 2018. Previously, he was at Fidelity International where he was an Equity Research Analyst covering the European property and UK housebuilding sectors, followed by the European consumer discretionary and food retail sectors.  He received a BA in Economics & Management from the University of Oxford.

Hassan graduated with a LLB from Queen Mary, University of London and holds an MBA from Rotterdam School of Management, Erasmus University. He has 18 years of work experience in finance, ESG & strategy including 7 years in the listed real estate space.

Vincent Fokke is Head of Listed Real Estate Europe, and a member of the Global Real Estate Management Team of APG Asset Management. Vincent joined APG (then ABP) in August 2007 and has over 16years of experience in investing in real estate markets. Since 2020, Vincent is a member of the FTSE EPRA NAREIT European Advisory Committee. Vincent is a CFA Charterholder and holds a Masters degree in Economics and a Masters degree in Real Estate Science both from the University of Groningen.

Adrian Karczewicz, Head of Divestments at Skanska’s CEE commercial development unit, boasts 25+ years in real estate. His tenure includes roles at Gerald Eve International, Knight Frank, and GE Capital Golub Real Estate. Since 2013, he’s led divestments of 55 office buildings worth EUR 3.7B, expanding Skanska’s client base by 24. Notable deals include Monument in London, Neon in Helsinki, and the historic 2+U in Seattle. Adrian champions CEE real estate globally, earning Skanska’s 2017 Market Maker Award. He spearheads vital reports like the CEE Investment Report and 100 Most Important Trends, promoting CEE’s appeal to investors worldwide. Expert in CEE office investments and real estate economics.

Daphné Millet began her career in 2006 as an SRI analyst at Groupama Asset Management. She joined Icade in 2015 and has been its CSR Director since 2017.

Nick joined GPE in July 2011 as Finance Director, and is now Chief Financial & Operating Officer. Previously, Partner and Head of Real Estate Corporate Finance Advisory at Deloitte, which followed ten years of real estate investment banking experience in Europe and Asia with Nomura, Lehman Brothers and UBS Investment Bank. External commitments: Member of the Reporting and Accounting Committee of EPRA and Trustee of the Outward Bound Trust.

Barney started his career as a General practice Surveyor training and practising in the Central London commercial property market in the 1990’s. More recently his career has been property data related working on projects including the roll out of energy performance certificates in the UK and as Chief Operating Officer in a Joint Venture Company with HomeTrack.

Elizabeth Blaise’s auditing journey began at Mazars & Guérard, leading to financial analyst roles at Oddo Securities and Exane BNP Paribas. As CFO of Mercialys from 2014 to 2022 and Deputy CEO since February 2019, she showcases financial prowess. Elizabeth serves on the board of Fédération des Entreprises de l’Immobilier (FEI), chairs FEI’s Financial Affairs Committee, and is a Proxinvest’s Steering Committee member, demonstrating her commitment to real estate and financial leadership.

Mike joined Unite Group in 2019 and became Chief Financial Officer on 1 January 2024 after working as the group’s Investment Director. Mike has a wealth of financial experience, having started his career working in corporate finance across a range of sectors. Prior to joining Unite Group, Mike spent 10 years as a research analyst covering real estate companies in the UK and on the Continent, most recently at Exane BNP Paribas.

Tim has extensive experience in European listed equity markets across a range of roles, but with a primary focus on European Real Estate. Between 2014 and 2022 he was Head of European Listed Property, Equity Research at JP Morgan Tim has two decades of experience across the Real Estate space and has extensive underlying sector knowledge including risk analysis, forecasting, scenario analysis, risk and profitability assessment, cost of capital and valuation. Tim’s approach to Real Estate is research is centered on cash flow generation, impacts of technology change on usage patterns and comparative required return analysis through a value investing lens.