Programme
Commercial Real Estate Finance:
What will the cre finance market look
like when everything is said and done?
Past, Present, Future
Venue: Allen & Overy LLP, London
Thursday 22 October – Main Day
Ongoing beverages
Sponsored by Bloomberg
Conference Co-Chairs
Christian Lambie, Partner - Allen & Overy LLP and Andrew Currie, Managing Director - Fitch Ratings
08:15 – 16:00 Registration
08:30 – 09:20 Networking Breakfast in the Exhibit Area
Sponsored by Intex
09:20 – 09:30 Welcoming Remarks
Scott Goedken, Chairman, European Board of Governors, CMSA-Europe
09:30 – 11:00 European Market Review & Outlook
Sponsored by Standard & Poor's
09:35 – 10:15
European Economies
10:15 – 11:00
The European Commercial Real Estate Market
• Getting specific – The United Kingdom, Germany and other key markets in Western Europe
• Yields and rents – Where do we go from here?
• The impact of rising tenant defaults
• Market imbalances – Supply versus demand
11:00 – 11:25 Networking Break in the Exhibit Area
11:25 – 12:20 Special Servicing – Lessons learned from the trenches
• Jurisdictional issues – Timing and costs
• Structural issues – Dealing with the documents
• The errors of our way – Changes for the future
12:20 – 13:15 Overexposed – Digesting existing CMBS/CRE exposure
• How will banks manage existing CMBS/CRE loan portfolios and how will this impact future lending?
• Exploring the options – Guarantees, bad banks or market sales?
• How will implementing these options impact the CMBS/CRE market?
Programme
13:15 – 14:30 Networking Lunch
Sponsored by Deutsche Bank
Dessert Buffet
Sponsored by Moody’s Investor Service
14:30 – 15:20 Bringing investors back to the market
• Investors old and new – Who is buying commercial real estate debt?
• Customer service – What do investors want?
• Eye of the beholder – Where do investors see value today?
15:30 – 15:45 Networking Break in the Exhibit Area
15:45 – 16:50
What will the