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Grayken Program in International Real Estate - London 2024 · Wednesday, May 15, 2024

Agenda

The Royal Automobile Club
89 Pall Mall, London SW1Y 5HS
England

View the Participants Who's Attending European Advisory Board

The Royal Automobile Club
Wednesday, May 15, 2024
12:00-1:00 pmRegistration & Lunch
1:00-1:10 pmWelcoming Remarks

Joe Gyourko, Martin Bucksbaum Professor of Real Estate, Finance and Business Economics & Public Policy, Nancy A. Nasher and David J. Haemisegger Director, Zell/Lurie Real Estate Center at the Wharton School.

1:10-2:00 pmModerated Conversation: Current Economic Outlook and the Consequences for Real Estate Investing.

Speaker: Silvia Ardagna, Head of European Economics Research, Barclays

Facilitator: Maisy Wong, James T. Riady Associate Professor of Real Estate; Assistant Director, Grayken Program in International Real Estate, Zell/Lurie Real Estate Center at the Wharton School

2:00-2:20 pmNetworking Break
2:20-3:10 pmPanel: Debt vs. Equity - Where Are the Best Risk-Adjusted Returns to be Found?

Moderator: Patrick Long, Managing Director and Co-Head of European Real Estate, Lazard

Panelists: Joanne McNamara, Executive Vice President – Europe, Oxford Properties

Harm Meijer, Founding Partner, ICAMAP

Edward Siskind, Founder & CEO, Cale Street Partners LLP

3:10-3:30 pmNetworking Break
3:30-4:20 pmModerated Conversation: Where Blackstone Is Investing and Why.

Speaker: James Seppala, Senior Managing Director, Blackstone; Chair, European Advisory Board, Zell/Lurie Real Estate Center at the Wharton School

Facilitator: James McCaffrey, Managing Director, Eastdil Secured

4:20-5:10 pmPanel: Data Never Sleeps – The Impact of AI on Demand for Data Centers.

Moderator: Alex Burgoyne, Global Head of Data Centre Valuations, Knight Frank

Panelists: Jakob Carnemark, Founder, Endeavour

Bill Davis, Chief Investment Officer, Pure Data Centres Group

Jean-Philippe Establier, VP, Acquisitions & Investments EMEA, Digital Realty

5:10-5:15 pmClosing Comments

Joe Gyourko, Martin Bucksbaum Professor of Real Estate, Finance and Business Economics & Public Policy, Nancy A. Nasher and David J. Haemisegger Director, Zell/Lurie Real Estate Center at the Wharton School.

James Seppala, Senior Managing Director, Blackstone; Chair, European Advisory Board, Zell/Lurie Real Estate Center at the Wharton School

Patrick Long, Managing Director and Co-Head of European Real Estate, Lazard



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