Jersey | 12. 06. 2018

3rd Annual Real Estate & Real Estate Funds Conference

The definitive Real Estate & Real Estate Funds event of the year.

Delegates will hear insights and predictions from over ten industry experts from both Jersey and the UK. During breaks, delegates will have the opportunity to exchange ideas with our speakers and their fellow practitioners in areas such as real estate finance, economics, investment and asset management.

2018-06-12 09:00:00 2018-06-12 17:00:00 Europe/London 3rd Annual Real Estate & Real Estate Funds Conference Hotel de France BPP Events events@bpp.com

The definitive Real Estate & Real Estate Funds event of the year

Delegates will hear insights and predictions from over ten industry experts from both Jersey and the UK. During breaks, delegates will have the opportunity to exchange ideas with our speakers and their fellow practitioners in areas such as real estate finance, economics, investment and asset management.

Price: £395

We offer the following discounts for this event:

  • 50% for UK-based AREF members
  • 20% for JFA members
  • 10% for STEP, JBA, IoD, CISI and JADO members

View previous year's event summary

2018-06-12 09:00:00 2018-06-12 17:00:00 Europe/London 3rd Annual Real Estate & Real Estate Funds Conference Hotel de France JIBS Events bookings@jerseyibs.com

Event Schedule

Registration & Refreshments

08:30 – 09:00

Chairman's opening address

Richard Urban, Independent Non-Executive Director, Founder of Rivington Pike

09:00 - 09:15

Technology: The Industrial Real Estate Game Changer

Dr Neil Blake, Global Head of Forecasting at CBRE

09:15 - 09:45
  • E-commerce: how big a game changer for retail and logistics?
  • Is co-working the disruptor that the office market has been waiting for?
  • Intelligent building and future proofing

Legal risk considerations in commercial property matters

Shelagh Mason, English Solicitor and Consultant at Collas Crill

09:45 - 10:15

Panel discussion: How to maximise the opportunity from changes in the landscape of Real Estate

Speakers include: Richard Urban (Rivington Pike) and Neil Blake (CBRE), Pippa Davidson (PraxisIFM) and James Mulholland (Carey Olsen)

10:15 - 10:45
  • Demographic considerations
  • The rise of technology
  • Geopolitical opportunities and currency considerations

Mid-morning break: refreshments & networking

10:45 - 11:15

UK property market: cyclical, political or technological?

Dr Walter Boettcher, Chief Economist, UK & EMEA at Colliers International

11:15 - 11:45
  • The cyclical backdrop. Has globalisation and the weight of global capital changed the cyclical pattern?
  • The political backdrop. How has Brexit impacted UK property markets?  Who are the winners and losers?
  • The technological backdrop. Is artificial intelligence a route to regional economic rebalancing?

What impact will the UK Government’s proposed tax changes hold for Real Estate investors?

Simon Vardon, Director – Real Estate at SANNE

11:45 - 12:15
  • Will the proposed changes dampen investment appetite into the UK commercial real estate market?
  • Will the proposed changes lead to a shift in the type and jurisdiction of structures used to hold UK commercial real estate?  
  • What is the latest news from the Government’s consultation, which invited responses by 16 February 2018?

Panel discussion: Should investors hold a higher asset allocation to Real Estate, if so, why?

Speakers include: Richard Urban (Rivington Pike), Martin Rowley (Deloitte), Daniel Hainsworth (Hawksford) and Walter Boettcher (Colliers)

12:15 - 12:45
  • The current under-allocation
  • The importance of the interest rate cycle 
  • it's not just about the yield

Lunch break

12:45 - 13:45

Wellness, work and real estate

Siobhan Durcan, Director, Channel Islands Real Estate Sector Lead at Deloitte

13:45 - 14:15
  • Workplace wellbeing and productivity - exploring the link between our buildings and our mental and physical health at work
  • The increase of building for wellbeing and its value to business 
  • How developers are reshaping the commercial office landscape and the emergence of new global standards

The future of real estate administration in the Channel Islands

Nick Terry MSc MRICS, Chartered Surveyor, Client Director – Real Estate at Ocorian

14:15 - 14:45
  • A brief review of the UK Government's proposed changes to the treatment of non-resident entities
  • The ongoing rationale for using Jersey
  • The need for specialist expertise

Panel discussion: Why Jersey? What might the future hold?

Speakers include: Richard Urban (Rivington Pike), Sophie Reguengo (Ogier), Nick Terry (Ocorian) and Shelagh Mason (CollasCrill)

14:45 - 15:15
  • Benefits of operating in Jersey
  • What are the implications of the public UBO register?
  • Future growth opportunities

Mid-afternoon break: refreshments & networking

15:15 - 15:45

The rise of alternative & niche investment assets

Philip Hendy, Head of Real Estate Services at JTC Group

15:45 - 16:15

The role of Jersey in the holding of real estate assets: Corporate Governance, Tax Neutrality & Regulation

Sophie Reguengo, Counsel at Ogier

16:15 - 16:45
  • What constitutes good corporate governance?
  • Why tax neutrality is appropriate for investment structures?
  • The importance of proportionate regulation in a jurisdiction

Chairman's closing address & summary of key takeaways

Richard Urban, Independent Non-Executive Director, Founder of Rivington Pike

16:45 - 17:00
2018-06-12 09:00:00 2018-06-12 17:00:00 Europe/London 3rd Annual Real Estate & Real Estate Funds Conference Hotel de France JIBS Events bookings@jerseyibs.com

Keynote Speakers

400 X 400 Neil Blake

Dr Neil Blake

Global Head of Forecasting at CBRE

Prior to joining CBRE in 2012 Neil has held positions of Director of Economic Analysis at Oxford Economics and Director of Economics and Forecasting at Experian Business Strategies. He also worked for Wharton Econometrics (now IHS Global Insight) and the University of East Anglia. He holds degrees from the Universities of York and Warwick.

Neil's role includes the co-ordination and development of forecasting services  globally and he has overall responsibility for economic, property market and business forecasting in Europe.

His extensive experience includes work for the Barker Review of Housing, Supply, the RICS City Office Model, “How Much Space?” for the BCSC, the IPF project on “Property and Inflation”, a retail strategy for the GLA and London’s Competitive Place in the World Economy for the Corporation of London.

400 X 400 Walter Noaettcher

Dr Walter Boettcher

Chief Economist, UK & EMEA at Colliers International

Dr Boettcher has over 20 years of UK/European experience across a wide range of property sectors and related industries. He joined Colliers International in August 2007, after several years at a London-based private property company. Previously, he worked at several London-based property advisory companies and as a Geographical Information System (GIS) consultant for CACI Ltd – a UK-based census agency. Dr Boettcher is an economics graduate of the University of Texas at Austin and received a PhD (Geography) from University College London. He is a member of the Society of Property Researchers, the London Property Economics Forum, and is an active commentator in the UK and European property press, known for his alternative take on markets.

Event Speakers

Richard Urban 400 X 400

Richard Urban BSc (Hons) MRICS MIoD (Chairman)

Independent Non-Executive Director, Founder of Rivington Pike

Richard is a Jersey based independent non-executive director who sits on the offshore boards of funds, joint ventures and family offices. Richard has substantial real estate, structured finance, infrastructure, private equity and hedge fund investment and governance experience. He is also an industry award judge, regular conference speaker and has contributed extensively to investment management and pension industry press articles.

Prior to founding Rivington Pike in 2014, Richard was an Investment Manager at Cardano, a City of London-based pension fund manager with over £50 billion of assets under management. Whilst at Cardano, Richard was responsible for designing and implementing the global real estate and real estate asset investment strategy, encompassing a broad range of credit and equity investments held in closed ended vehicles and hedge funds.

He has held a number of advisory board appointments for funds which totalled over £2 billion of AUM.

Prior to Cardano, Richard was employed by CBRE Real Estate Finance and the structured finance department of Moody's Investors Service, where he underwrote over £30 billion of UK and Pan-European loans and real estate.

Richard is regulated by the Jersey Financial Services Commission and the Cayman Islands Monetary Authority. Richard is a Member of the Institute of Directors and the Royal Institution of Chartered Surveyors (RICS). He is also a RICS professional examinations assessor and a Trustee of Jersey Heritage.

Richard holds a BSc (Hons) degree in Investment and Finance in Property from the University of Reading.


Siobhan Durcan

Director, Channel Islands Real Estate Sector Lead at Deloitte

Siobhan is a Director in Jersey and has over 17 years’ experience in offshore financial markets. Her audit clients range across real estate, private equity, retail, family office and fund management sectors. Siobhan leads the Channel Islands Real Estate Sector Group and has deep experience in managing complex real estate structures and property groups including pan-European property and expert funds. Siobhan leads Deloitte's largest real estate relationships.

400 X 400 Simon Vardon

Simon Vardon

Director, Real Estate at SANNE

Simon is a director within SANNE’s Real Estate business, and leads the strategic operations for the division with focus on building multi-jurisdictional teams for clients as well as leading the real estate financial reporting services globally.  He has over 15 years’ experience in the financial services industry and holds board positions for leading real estate managers.  Simon previously worked at a global financial services organisation where he was Head of Financial Reporting, leading a multi-jurisdictional team servicing entities holding real estate, private equity and capital market financed assets.

Simon is a Fellow of the Institute of Chartered Accountants of England & Wales, a Fellow of the Association of Accounting Technicians and began his career at Ernst & Young.

SANNE are a specialist global provider of alternative asset and corporate administration services, with AUA of more than £200billion and are listed on the main market of the London Stock Exchange.

400 X 400 Shelagh Mason

Shelagh Mason

English Solicitor and Consultant at Collas Crill LLP

Shelagh has over 35 years’ experience in the legal and property industries. She advises on all aspects of UK property and property development, property portfolio and management and corporate and trustee property services. She also advises on commercial property matters and leasehold matters in Guernsey. Prior to moving to Guernsey in 1999, Shelagh was a senior partner at Edge Ellison. Shelagh established Mason & Co in 2001, which merged with Spicer & Partners Guernsey LLP in 2010. She joined Collas Crill as a Consultant in December 2014.

Shelagh is a non-executive director of a number of companies, including being Chairman of the Channel Islands Property Fund Limited, on the board of The Renewables Infrastructure Group Limited, a FTSE 250 company, and on the board of Skipton International Limited. Until recently she was on the board of: MedicX Fund Limited, now part of PHP, a main market listed company investing in primary healthcare facilities; Leadenhall Property Company Jersey Limited, which developed the Cheesegrater; and for the 10 years ending in December 2014 she sat on the Board of Standard Life Investment Property Income Trust, a property fund listed on the London Stock Exchange. Shelagh is also a past chairman of the Guernsey branch of the Institute of Directors and a member of the Chamber of Commerce and the Guernsey International Legal Association.

Shelagh has also obtained the Institute of Directors Certificate and Diploma in Company Direction with distinction.

400 X 400 Philip Hendy

Philip Hendy

Head of Real Estate Services at JTC Group

Philip joined JTC in 2014 working in the Institutional Client Services division managing a portfolio of core clients with significant real estate structures.

Previously a director at State Street for five years, he also had responsibility for heading up their real estate services department.

Philip is a Chartered Surveyor with over 22 years’ experience in commercial property, much of it in private practice including Aviva, Legal and General, ITV Plc, RBS Plc, various government departments and with high net worth individuals.

400 X 400 Sophie Reguengo

Sophie Reguengo

Counsel at Ogier

Sophie is an experienced investment funds and regulatory lawyer with 15 years of industry experience. She is focussed on private equity and real estate structures. Sophie is recognised as a "rising star" and regularly attends and speaks at conferences in Jersey and London.

Sophie is an alumna of Bristol University and the University of the West of England. She holds a Master's in Commercial Law and Human Rights.

Sophie features in the Citywealth Leaders List and is recognised as a "Rising Star" by IFLR1000 and a "Next Generation Lawyer" by The Legal 500. Prior to joining Ogier at the beginning of 2018, Sophie trained and worked at another leading offshore firm, both in Jersey and in Hong Kong.

Nick Terry 400 X 400

Nick Terry

Executive Director, Alternative Investments at Ocorian

Nick is a Chartered Surveyor and has worked in Real Estate since 2002. He has experience in portfolio and asset management throughout the UK and Western Europe. He has gained considerable experience working with both institutional and private property investors with responsibility for managing portfolios in excess of €1 billion. Most recently, he has overseen the National Farmers Union portfolio and prior to that held investment/asset manager roles within private property companies.

Since relocating to Jersey in 2015, Nick now oversees a team specialising in the management of real estate funds and investment holding structures for international clients as well as leading a number of core real estate client relationships across Europe.

400 X 400 Pippa Davidson

Pippa Davidson

Managing Director, Praxis Fund Services, Jersey

Pippa leads the funds team for PraxisIFM in Jersey, with her focus on ensuring our clients receive a personal and proactive service. She has over 10 years’ financial services experience, having started her career at an international law firm within fund administration. She moved into compliance for funds and regulated businesses and previously held the key compliance roles for an international bank in Jersey, looking after the largest hedge fund platform in the Channel Islands, real estate and private equity funds.

Pippa has held over 250 regulated positions and has significant experience of acting at board level for regulated financial services firms, real estate, private equity and hedge funds.

Most recently she spent two years building a fledgling funds business where she managed the day to day development of the business, including board responsibilities, team management, client relationships, financials and risk management.

Pippa is a member of the International Compliance Association having attained a distinction in the ICA International Compliance diploma, following completion of the International Funds Certificate earlier in her career. Pippa supports the development of women in business and founded the Lean In Jersey circle with now over 100 members. She was awarded Young Director of the year 2017 from the IoD in Jersey and was shortlisted for the UK IoD awards in September 2017.

400 X 400 James Mulholland

James Mulholland

Partner at Carey Olsen

James's experience covers a wide breadth of international funds and corporate work with a particular emphasis on private equity.

Throughout the ten years spent in the City at Slaughter and May and O'Melveny & Myers, James has acted on numerous fund structurings and re-structurings, co-investments and listing transactions, as well as on portfolio acquisitions, refinancings and management spin outs in the private equity and real estate sectors.

Since joining Carey Olsen, James has attracted an enviable client base, including a number of leading private equity and real estate fund managers. His significant clients include Apollo Global Management, AEW Europe, Kennedy Wilson, The Blackstone Group, FSN Capital, Ardstone Capital, Cheyne Capital, Global Advisors, KKR, Intermediate Capital Group, Kreos Capital, Patrizia Immobilien AG, Schroders, Tyndaris and Westbrook Partners.

His recent transactions of note include advising on the establishment of Kennedy Wilson Europe Real Estate plc, a closed-ended collective investment fund incorporated in Jersey (the largest ever real estate fund to be listed on the LSE -£1 billion) and their subsequent £300 million secondary bond issuance and £2 billion Euro Medium Term Note Programme; advising leading Nordic private equity firm FSN Capital Partners on its latest fund FSN Capital V which has attracted US$719 million worth of commitments; advising Hastings Insurance Group on investment by Goldman Sachs private equity funds valuing the business at £700 million and its subsequent listing on the LSE; and advising ICG on the largest ever secondary deal in Europe at the time valued at €880 million.

400 X 400 Martin Rowley

Martin Rowley

Partner, Tax at Deloitte

Martin is the partner in charge of Deloitte’s Jersey Tax group and a partner in the firm’s US Business Tax group. With over 25 years of experience in cross-border transactions and flows of capital, Martin advises clients on corporate and international tax matters across a wide range of industries and regularly acts for private equity houses, real estate funds, and sovereign financial institutions in the structuring and execution of their investments, joint ventures, and other M&A activities, as well as fund managers in the structuring of portfolio investments, financings, and divestments. His work in these areas is particularly focused on Offshore, Europe, China, India, and the MENA region. Martin is a regular speaker on international taxation and recognised by Chambers UK and Global as a leading individual in tax.

400 X 400 Daniel Hainsworth

Daniel Hainsworth

Client Director, Corporate Services at Hawksford

Daniel has worked in the corporate and private wealth structuring industry for 17 years and has wide

experience in providing professional director and company secretarial services to a diverse range of clients.
Daniel sits on the board of several substantial public and private real estate investment, securitisation and
Islamic finance structures as well as small and large multijurisdictional corporate businesses.
He is a full member of the Society of Trust and Estate Practitioners, a member of the Chartered
Management Institute and a member of the Institute of Directors.

2018-06-12 09:00:002018-06-12 17:00:00Europe/London3rd Annual Real Estate & Real Estate Funds ConferenceHotel de FranceJIBS Eventsbookings@jerseyibs.com

Hotel de France

St Saviour's Rd, Jersey JE1 7XP, United Kingdom

2018-06-12 09:00:00 2018-06-12 17:00:00 Europe/London 3rd Annual Real Estate & Real Estate Funds Conference Hotel de France JIBS Events bookings@jerseyibs.com

If you require accommodation to attend this event, you will be entitled to the below preferential delegate rates:

  • Single room – £99.00
  • Double / twin room for sole use – £109.00
  • Double / twin room occupied by two people – £124.00
  • Balcony room for sole use – £145.00
  • Balcony room occupied by two people – £160.00

Please contact the hotel reservations team direct at reservations@defrance.co.uk to obtain these discounted prices.

Hotel De France