Grayken Program in International Real Estate

London 2025

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

Wednesday, May 14, 2025 · The Royal Automobile Club

12-1 pm

Registration & Lunch

1-1:05 pm

Welcoming Remarks

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

1:05-1:55 pm

Conversation: Is Real Estate Really a Global Asset Class?
With Ron Havner and Ian Marcus

Ron Havner, Chairman, Public Storage Inc., Chairman Emeritus, Shurgard Self Storage Ltd, in conversation with Ian Marcus OBE, Senior Adviser, Eastdil Secured

1:55-2:10 pm

Networking Break

2:10-3 pm

Panel: What Does the Future Hold for European REITs?

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

Panelists: Andrew Jones, Chief Executive, LondonMetric Property PLC

Vishal Lakhani, Real-Estate Sector Specialist Sales, Kepler Cheuvreux

Pere Viñolas, Chief Executive Officer, Colonial

3-3:15 pm

Networking Break

3:15-4:05 pm

Panel: The Case for Investing in Affordable Housing

Moderator: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

Panelists: Rolf Buch, CEO, Vonovia

Fiona Fletcher-Smith, Group Chief Executive, L&Q

Robert-Jan Foortse, Head of European Property Investments, APG

4:05-4:55 pm

Conversation: Market Recovery and Investment Amidst Dislocation

Kathleen McCarthy, Global Co-Head of Real Estate, Blackstone in conversation with James McCaffrey, Managing Director, Eastdil Secured

4:55-5 pm

Closing Comments

Patrick Long, Co-Head of European Real Estate, Lazard

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

Participants

Rolf Buch

CEO, Vonovia

Fiona Fletcher-Smith

Group Chief Executive, L&Q

Robert-Jan Foortse

Head of European Property Investments, APG

Ron Havner

Chairman, Public Storage Inc., Chairman Emeritus, Shurgard Self Storage Ltd

Andrew Jones

Chief Executive, LondonMetric Property PLC

Vishal Lakhani

Real-Estate Sector Specialist Sales, Kepler Cheuvreux

Patrick Long

Co-Head of European Real Estate, Lazard

Ian Marcus OBE

Senior Adviser, Eastdil Secured

James McCaffrey

Managing Director, Eastdil Secured

Kathleen McCarthy

Global Co-Head of Real Estate, Blackstone

Pere Viñolas

Chief Executive Officer, Colonial

Maisy Wong

James T. Riady Professor of Real Estate; Nancy A. Nasher and David Haemisegger Director of the Zell/Lurie Real Estate Center at the Wharton School

Who's Attending

List complete as of May 14, 2025

Company Name Title
Westbrook PartnersAhmed Abdulmalik
Tritax Big Box REIT PLCAubrey AdamsChair
Generali Real Estate SpAAlberto AgazziHead of Generali Real Estate International
Hilco Real Estate FinanceBrad AltbergerCEO
Eastdil SecuredRiaz AzadiManaging Director
BauMont Real Estate CapitalRobert BalickManaging Partner
BlackstoneFernando BautistaManaging Director
Eastdil SecuredIris BehlerDirector
Shurgard Self StorageDuncan BellCOO
Eastdil SecuredPaolo BellacosaManaging Director
BernsteinSara BellendaSpec sales Real Estate/Infra
Arkus Real Estate LLPJeremy BishopFounder
FORAJason BlankCEO
Oxford PropertiesJames BoadleSenior Vice President
Birchwood RE CapitalLorna BrownCEO
British LandSimon CarterCEO
CenterSquare Investment ManagementTanya ChanCapital Markets Analyst
J.P. Morgan Asset ManagementKatie ChiurcoManaging Director
Wellcome Trust (Genome Campus)Phil ClarkChairman
DRC Savills IMRob ClaytonPartner
LazardJolyon CoatesDirector
Eastdil SecuredPeter CoatesManaging Director
EPRABarney ColemanCOO
H/2 Capital PartnersBryan CookManaging Director
HelicalRichard CottonChairman
PanattoniNick CrippsExecutive Director
Eastdil SecuredArnaud De SordiManaging Director
Places for PeoplePeter DentonBoard Member
PSPDeepa DevaniSenior Director
EQT Group, LondonSavina EnevaCR Managing Director
BlackstoneDonatella FantiManaging Director
MoorfieldCharlie Ferguson-DavieCo-CEO / CIO
Crow Holdings Securities UKZeynep FetvaciManaging Director
Per Mario FlodenConsultant
Blackbear CapitalHeath ForuszManaging Partner
Robert Fowlds ConsultingRobert FowldsDirector
Oak Investment Management GroupNicholas FrankopanManaging Director
Homes EnglandPeter FreemanChair
CBRE Investment ManagementPaul GibsonCIO EMEA Direct Strategies
Gregg Gilbert
BlackstoneSumedha GoenkaManaging Director
BlackstoneDavid GorlekuManaging Director
Dorrington PlcSean GorvyExecutive Chair
GGR GroupGabriela GrygerPartner
Egon ZehnderNese GunerPartner
Beo Asset ManagementAndrew GunnePrincipal
3REPat GunneChief Executive
Aboria CapitalJessica HardmanCEO & Co-Founder
BlackstoneBritta HarperManaging Director
Deva CapitalCatherine HongHead of Real Estate
EastdillJohnny HorganManaging Director
LazardJames JacobsManaging Director
PSPStephane JalbertManaging Director
Eastdil SecuredEric JansenManaging Director
Urban PartnersJane JeffreyManaging Director, NREP UK
UBNLucas Jullian SahrAdvisor
Oaktree Capital ManagementStuart KeithManaging Director
EvergreenAdri KercikuManaging Director
Shurgard Self StorageAmmar KharoufGeneral Counsel
KolyticsHermant KotakCEO
CastleforgeMichael KovacsFounding Partner
PrincipalJohn KropkeManaging Director
Orion Capital ManagersAref LahhamFounding Partner
Precis Advisory LimitedFaizul LaljiDirector
DRC Savills IMDale LattanzioManaging Partner
FTI ConsultingDido LaurimoreSenior Managing Director
Cale Street Partners LLPWilson LeeFounding Partner & Senior Advisor
LazardGiacomo LibertiManaging Director
Pelham PartnersLily LinAdvisor
Ogilvy CapitalMads LoeweManaging Director
LazardPatrick LongManaging Director
Madison International Realty UK LtdAlex LukeschMD/ Head of European Investments
Realty Corporation LimitedJonathan LurieManaging Partner
PatriziaChris LydikerHead of Real Estate Debt Origination
Eastdil SecuredDavid MackaseyDirector
PineBridge Benson ElliotGeorge MacKinnonManaging Director
CastleforgeAdam MacLeodPartner
SchrodersJames MacNamaraGlobal Head of Value-Add & Alternatives, Real Estate
LaSalleDaniel MahoneyHead of Europe Research & Strategy
The Pollen EstateNoel MannsChair
Eastdil SecuredRoy MarchCEO
Eastdil SecuredIan MarcusSenior Adviser
ESR EuropeSimon MarriottManaging Director, Investment
LazardCaitlin MartinDirector
Oxford PropertiesJoanne McNamaraEVP - Europe
ICAMAPHarm MeijerFounding Partner
Enra PartnersJustin MeisselCo-Founder and Partner
Omnam GroupKevin MeyerChief Investment Officer
Pinebridge Benson ElliottMarc MogullPartner
Amapola CapitalIan MorganDirector
Clarion Housing GroupHeike MunroNED
Blackbear Capital PartnersJohn NacosVice Chairman
Morgan StaneyShamik NarotamManaging Director
Conquer Dawn ManagementViacheslav NazarovCIO
Uplace - Broeklin BrusselsAstrid NellemannSenior Advisor
ShurgardIsabel NeumannCIO
BDT & MSDNick NewburgerManaging Director
IndvestMark NolanPrincipal
Kiri PropertiesMark O'RorkeUK and European Director
LazardSebastian O'Shea-FarrenDirector
CogNovumRoelof OppermanFounder & CEO
Pelham Partners LtdRoger OrfPartner
Pelham PartnersTed OrfPartner
Shurgard Self StorageMarc OursinCEO
Shurgard Self StorageThomas OversbergCFO
Deutsche BankLucinda ParkhurstManaging Director
Sixth StreetGiulio PassanisiPartner
Norges Bank Investment ManagementJayesh PatelHead of Real Estate, UK
TRSPasquale PedataPrincipal
RevcapAndrew PettitCEO
BlackstoneStephen PlavinSenior Managing Director
Tristan CapitalDan PottorffHead of Debt Investments
Brookfield Global Property Advisor LimitedRichard PowersManaging Partner
Kefren Capital Real EstatePelayo Primo de Revera OriolCEO
Strategic Value PartnersLaura RaffoDirector
CBRE Investment ManagementSabina ReevesChief Economist
BGOSebastian RossavikManaging Director
J.P. Morgan Asset ManagementMichele RussoExecutive Director, Deputy Head of Acquisitions
Picton Property IncomeFrancis SalwayChairman
Incus CapitalEduardo San MartinDirector
Modal PropertyNicholas SchiloffManaging Partner
BlackstoneJames SeppalaSenior Managing Director
Tokoro Capital LLPSanjay SethiPartner
Best Star Real EstateLuv ShahCo-Founder
DeloitteLouise SherwinDirector
Clarendon GroupChris ShirleyChair
IREMISJos ShortCo Founder and Co Chairman
Green StreetAndrew SimmonsManaging Director
BlackstoneAlexander SimonManaging Director
Orion Capital ManagersVan StultsFounding Partner
BlackstoneMichael SwankSr. Managing Director
LSL PartnersMark TagliaferriChairman
Generali Real EstateMichiel te PaskeHead of Investor Relations & Capital Raising
H/2 Capital PartnersVictor TiutinInvestment Analyst
GreystarBryony TomlinsonManaging Director
EQT REJohn ToukatlyPartner
PlatformJean-Marc VandevivereChief Executive
SafestoreFrederic VecchioliCEO
Big YellowNick VetchExecutive Chairman
Eastdil SecuredMax von HurterManaging Director
M&G Asia Property FundRob WalkerIndependent Non-Executive Director
SchrodersTom WalkerPortfolio Manager
ALTERXThomas WalshManaging Partner
Eastdil SecuredRob WeinbergManaging Director
BlackstonePeter WerhahnManaging Director
MetLifePaul WilsonManaging Director
Ian Womack
Lendlease EuropeElle XuHead of Acquisitions
PIMCOKirill ZavodovHead of Real Estate Equity, EMEA
Jon Zehner
Michael Zerda