GRI Light Industrial & Logistics 2022

https://www.prologis.com

+31 20 655 6666

Schiphol | Netherlands

Prologis, is the global leader in logistics real estate with a focus on high-barrier, high-growth markets, with a portfolio of 73M sqm, in 19 countries and apprx. 5,100 customers.

Undersupply SOS!

The €20bn bubble?

Supply & Demand - Do the numbers make sense?
Transaction & Investment Activity Stats
Land Shortages or Land Banking?
Inner City Logistics - Repurposing as the only option?
COVID Accelerated Challenges & Opportunities -Low vacancy, nearshoring , land availability & e-commerce
Urban Demand - Is there a shift in traditional logistics hotspots and will there be a crunch?

Moderator

Lisa Graham

Head of EMEA Industrial & Logistics Research

JLL

Artur Mokrzycki

Panattoni

Ekaterina Avdonina

Co-Founder & CEO

Mirastar

Logan Smith

Head of European Logistics

Hines

Martijn Verhaaf

Country Head - Netherlands

Mileway

Lisa Graham

Head of EMEA Industrial & Logistics ResearchJLL

France

Lisa Graham recently joined JLL as Head of EMEA Industrial & Logistics Research. Based in Paris, Lisa has over 20 years of experience in commercial real estate and has been covering the European logistics sector since 2003. Lisa’s publications have covered a range of topics relevant to the sector including: the impact of global and regional structural trends on property markets, changing space and location requirements, supply chain reconfiguration, evolving distribution patterns, ESG and emerging property types/subsectors. Lisa has a particular interest in urban logistics and applying an algorithmic approach to investment strategy.

Artur Mokrzycki

Panattoni

Poland

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Ekaterina Avdonina

Co-Founder & CEOMirastar

United Kingdom

Ekaterina is a CEO and Co-Founder of Mirastar. Mirastar is a new specialist pan-European developer, investor and manager of big box logistics assets established by Ekaterina Avdonina, CEO, and Anthony Butler, CIO, in a joint venture with M7 Real Estate. From 2010 to 2018 Ekaterina was with Delin Capital Group focused on real estate investments and raising debt and co-founded DCAM. Previously, Ekaterina was with ING Real Estate in the Netherlands. Prior to ING, Ekaterina was with GVA in Moscow focused on the execution of development projects. Ekaterina graduated with a MSc. in Real Estate from Cass Business School and received a degree in Corporate Finance and Accounting from the Finance Academy under the Russian Government.

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Logan Smith

Head of European LogisticsHines

Netherlands

Logan Smith is Head of European Logistics at Hines since April 2020. Previously, he oversaw Logistics and Industrial RE with BNP Paribas Real Estate. He has 19 years’ experience in logistics RE investing in Europe and North America. Prior to BNP, he served as Head of Acquisitions and Dispositions for Prologis in Europe where he and his team sourced and executed €2.2bn of transactions. In other roles, he has served as CIO of the TPG Capital owned entity P3 Logistic Parks in Prague, and Head of Acquisitions for an affiliate of Realterm Global, based in the United States. He began his career in real estate as an Associate in the Management Development Program of Security Capital Industrial Trust in Europe, which subsequently became Prologis.

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Martijn Verhaaf

Country Head - NetherlandsMileway

Netherlands

28/02/2022 15:30 - 16:30

Co-chairs

Ernesto NavarroCurrently Unaffiliated Moderator

Joan VidiellaSpinnia

Jon ChalkleyRealterm

Lisa GrahamJLL

Co-chairs

Rebekah TobiasPropela Ventures Moderator

Lars BotheHIH Invest Real Estate GmbH

Robert SchneiderDeA Capital Real Estate Germany GmbH

+31 6 11087486

Amsterdam | Noord-Holland | Netherlands

Location, Location, Diversification

Mitigating global supply chain risks but right stock, right price?

Building for Resilience - COVID Impacts on Supply Chains
Incoming Supply - Fulfilling increasing demand or oversupplied playing field?
All About Location - Which countries might benefit from nearshoring?
Rental Growth - Underwriting investor confidence?
Emerging Demand Drivers - ESG, New Tech & E-commerce
Urban Demand - High demand, but do the numbers work?

Moderator

Ernesto Navarro

Senior Director and Portfolio Manager - Managed Accounts

Currently Unaffiliated

Joan Vidiella

Managing Partner

Spinnia

Jon Chalkley

Head Europe & UK Investments

Realterm

Lisa Graham

Head of EMEA Industrial & Logistics Research

JLL

Ernesto Navarro

Senior Director and Portfolio Manager - Managed AccountsCurrently Unaffiliated

United Kingdom

Ernesto is a Senior Director at EQT Exeter, managing our Logistics Managed Accounts in Europe, which includes an existing portfolio of €5B across 10 European countries. He joined EQT Exeter in 2021, and brings over 14 years of experience in Logistics Real Estate across Europe and Mexico. Prior to joining EQT Exeter, Ernesto was the Head for Logistics and Industrial at Round Hill Capital, where he was responsible for the management and growth of the €500m logistics platform at RHC during 2 years. Ernesto previously spent 3 years in the Pan-European Acquisitions team at Logicor, sourcing and executing on investments in several geographies across Europe.

Joan Vidiella

Managing PartnerSpinnia

Spain

Joan is the Managing Partner of Spinnia, a leading real estate investment manager mainly focussed in Spain, Portugal and Florida (USA), sourcing, executing and managing opportunities for a broad base of international institutional investors in the industrial/logistics and hospitality sectors, eventually coinvesting in the opportunities. Through his 30-year career of real estate investment and development experience in Europe, the Americas and the Middle East, Joan has been active across various asset classes including industrial, office, mixed use, and residential, totalling a track record of almost €4 Bn of investments. Joan holds a BA (UB, Barcelona), and an MBA-MIM (ESADE, Barcelona).

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Jon Chalkley

Head Europe & UK InvestmentsRealterm

Netherlands

Jon Chalkley is Realterm's Head of Europe & UK Investments, spearheading acquisition opportunities for the European platform. Based in Amsterdam, he specializes in high flow through (HFT) logistics real estate. Mr. Chalkley previously led West Coast investments for Realterm in the U.S., supporting national fund and asset management. His experience includes investment sales at Cushman & Wakefield, where he led financial analysis. He holds a BBA in Economics from the University of Georgia and an MS in Finance from Villanova University.

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Lisa Graham

Head of EMEA Industrial & Logistics ResearchJLL

France

+31 20 241 93 00

Amsterdam | Netherlands

Mileway is the largest owner of last mile logistics real estate assets in Europe with a portfolio of more than 1,600 properties totalling 14m sqm across 10 countries. With a dedicated team of c.500 employees and a local presence in each of its markets, the company serves more than 9,000 customers from a wide range of industries.

Germany

Best in class or bubble brewing?

Investments & Transactions - Continued boom through e-commerce and nearshoring, but where’s the limit?
Lack of Product - Could spec developments offer solutions to supply shortages?
Any regions & locations that still offer opportunities?
Existing Stock - Sustainable rents in light of ESG refurbishments?

Moderator

Rebekah Tobias

Co-founder & Managing Partner

Propela Ventures

Lars Bothe

Head of Value add investments

HIH Invest Real Estate GmbH

Robert Schneider

CEO Germany /Geschäftsführer

DeA Capital Real Estate Germany GmbH

Rebekah Tobias

Co-founder & Managing PartnerPropela Ventures

United Kingdom

Co-founder and Managing Partner at Propela Ventures, partnering with family offices to fund early stage tech-enabled operators in Europe and their seed portfolios. Also founder of consulting firm in operational real estate, Independence Ventures. Formerly MD at single family office MARCOL, introducing new business growth initiatives, platform strategies and investor relationships (JV and co-invest partners) across a range of sectors in real estate, private equity and venture capital.

Lars Bothe

Head of Value add investmentsHIH Invest Real Estate GmbH

Germany

Robert Schneider

CEO Germany /GeschäftsführerDeA Capital Real Estate Germany GmbH

Germany

Robert Schneider is the CEO Germany / Geschäftsführer at DeA Capital Real Estate Germany GmbH, appointed in March 2024. He leads the expansion of the company's real estate business in Germany, focusing on "Beds and Sheds" strategies (living and logistics/industrial sectors) through joint ventures with institutional investors. With extensive experience in German and European real estate markets, Robert previously held senior positions at Barings Real Estate since 2015, where he developed a Europe-wide logistics portfolio. Prior to that, he spent time at GLL Real Estate Partners (now Macquarie), where he managed asset management and investment functions. Schneider began his career as a licensed architect, providing him with deep expertise in real estate design and construction.

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28/02/2022 17:00 - 18:00

Co-chairs

Christopher GarbeGARBE

Félix Llorente SanzWilcox

Gunther DeutschBarings

Iyngaran MuniandyClear Sky Capital

Mohamad (Mac) AbouchalbakSFO Capital Partners

Co-chairs

Tristram FrostAtlas Property Advisors Moderator

Farbod NiaProprium Capital Partners

Jeremy BishopArkus Real Estate

Mike ForsterEGLS - European Green Logistic Space - UK

Rebekah TobiasPropela Ventures

+31 6 11087486

Amsterdam | Noord-Holland | Netherlands

Spec Development vs BTS

Just a case of demand vs pricing?

What industries are reshaping products? (Cold Storage, Food, Pharma, Automotive, Retail)
Tenant Demand - More flex, longer leases & specialised facilities to favour BTS?
Pricing - Releasing risk premiums for BTS pushing occupiers towards spec developments?
High Rise & Density Key For Scale?
Raising Capital For Spec Dev & BTS - Institutional appetite, debt & JVs
Asset Types - Last Mile, Big Boxes & Light Industrial; what’s the investors’ darling?
Land Constraints & Permitting - Too much incoming demand to keep up?

Christopher Garbe

Managing Partner

GARBE

Félix Llorente Sanz

CEO

Wilcox

Gunther Deutsch

MD - Head of Real Estate Transactions Europe, Country Head Germany

Barings

Iyngaran Muniandy

Head of Europe

Clear Sky Capital

Mohamad (Mac) Abouchalbak

CEO

SFO Capital Partners

Christopher Garbe

Managing PartnerGARBE

Germany

Christopher Garbe has a BA in Economics and Business Administration from the University of Hamburg and an MBA in International Management and Marketing gained in Sydney. He worked for the Australian shopping centre developer Westfield as a management executive for several years, before joining Garbe UK in 2006. Christopher Garbe has been a director of the London business since March 2006 and a Managing Director since March 2007. In 2006, he joined the Board of Directors of Garbe Holding AG & Co. KG, where he is responsible for developing the Group’s transactions in the UK and since 2009 also for the Group’s other foreign business. Recently, he has taken on a joint responsibility for the business area Corporate Finance.

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Félix Llorente Sanz

CEOWilcox

Spain

8000 residential units developed; Logistics: 300000 m2 developed, 2.250.000m2 GLA under development; 50000m2 retail high street under management; 28000m2 GLA healthcare/housing for seniors; 120 student housing units recently open. TRAINING: • IESE - Senior Business Management Program • Bachelor of Business Administration and Management. • Technician in Business Administration and Management • Master in Financial Management • High Executive program RE Management and Valuations • High Executive degree grade: Private equity and structured finance • Executive Administration Program. PROFESSIONAL PROFILE: • General Director of Wilcox Group • Vice President of AEDHE • Member of the Board of Directors of CEIM • Member of ULI and ICSC.

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Gunther Deutsch

MD - Head of Real Estate Transactions Europe, Country Head GermanyBarings

Germany

Gunther Deutsch is Barings Head of Transactions Europe and Managing Director at Barings Germany. He is overseeing the investment markets Sweden, Finland, The Netherlands, Germany, Italy, Spain, France and the UK. Transaction volume executed over the last 3 years. 3 bn EUR of acquisistions and 2.25 bn EUR of dispositions. Prior to co-founding PAMERA in 2010 (before its acquisition by Cornerstone/Barings in 2014), Gunther Deutsch was founder and owner of the asset management platform Metis Asset Management GmbH in 2004. Previous to that, he spent 13 years in senior positions at Deutsche Bank (RREEF) and Jones Lang LaSalle (JLL) in Munich, Berlin and New York.

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Iyngaran Muniandy

Head of EuropeClear Sky Capital

United Kingdom

Mohamad (Mac) Abouchalbak

CEOSFO Capital Partners

United Kingdom

Mohamad is CEO of SFO Capital Partners and chairs the firm’s Executive and Investment Committees. Mohamad has established SFO’s real estate investment management business and has been leading all aspects of the firm’s development since 2013. With over 16 years of experience, Mohamad has been involved in more than USD15 billion of transactions in both advisory and principle roles across the real estate, hospitality and financial services sectors. Prior to joining SFO, Mohamad held positions at Kingdom Hotel Investments, JLL and Gulf Merger where he advised and acted on behalf of institutional investors and family offices on cross border transactions.

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+31 20 241 93 00

Amsterdam | Netherlands

UK vs. Yields

Liquidity game already over?

Post Brexit - How will it impact the UK & EU Light Industrial & Logistics sectors?
Canada, EU or APAC capital gains?
eCommerce Saturation, Nearshoring & Supply Chain Challenges
London Deals - Pros & Cons
Strategic Locations - Which sub sectors strong and where?
Repurposing Distressed Retail - Quick fix for logistics boom, or long term yielding?

Moderator

Tristram Frost

Consultant

Atlas Property Advisors

Farbod Nia

Proprium Capital Partners

Jeremy Bishop

Founder

Arkus Real Estate

Mike Forster

Managing Director Developments UK

EGLS - European Green Logistic Space - UK

Rebekah Tobias

Co-founder & Managing Partner

Propela Ventures

Tristram Frost

ConsultantAtlas Property Advisors

United Kingdom

Tristram has over 30 years’ experience in Pan-European RE in a range of advisory, fund management and principal capacities. After initial agency experience in the UK, he focused on pan-European, cross-border, cross-sector, commercial property investment with Weatherall Green and Smith, DTZ and King Sturge latterly at Partner level, including living for several years on the Continent. Additionally, Tristram worked in commercial development at Taylor Woodrow and in pan-European fund management with Pricoa PIM (now Rockspring). At Garbe, he is responsible for identifying new investment, development and funding opportunities, principally in the industrial and logistics field, in the UK, Germany and across Europe Tristram is a Member of the RICS

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Farbod Nia

Proprium Capital Partners

United Kingdom

Jeremy Bishop

FounderArkus Real Estate

United Kingdom

Jeremy Bishop is the Founder and CEO of Arkus Real Estate, an investment and development firm focused on creating fit-for-purpose industrial and logistics assets in the UK. With over 30 years of experience in UK and Continental European real estate, he specializes in asset management, renovation, and redevelopment. Bishop previously co-founded Oxenwood Real Estate in 2014, where he oversaw over £1.1 billion in total investment and £785 million in realisations. His extensive career also includes roles as a founding stakeholder of London & Stamford Property and a director at Pears Global Real Estate Investors, managing significant portfolios and international acquisitions.

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Mike Forster

Managing Director Developments UKEGLS - European Green Logistic Space - UK

United Kingdom

Mike is responsible for the Trammell Crow Company UK Logistics platform. He has 36 years experience as a Commercial Property Developer, for ICI; DHL; Burford Group; Valad; P3 Logistics and Marcol.

Rebekah Tobias

Co-founder & Managing PartnerPropela Ventures

United Kingdom

01/03/2022 09:00 - 10:00

Co-chairs

Otis SpencerTishman Speyer Moderator

Balazs LadosRealterm

Cen ShenJD Property

Raimund PaetzmannVoice of the Occupier

https://www.prologis.com

+31 20 655 6666

Schiphol | Netherlands

Prologis, is the global leader in logistics real estate with a focus on high-barrier, high-growth markets, with a portfolio of 73M sqm, in 19 countries and apprx. 5,100 customers.

E-Commerce Era

Blink and the opportunities are gone?

Can real estate keep up?
Aligning Owner, Occupier, Investor & 3PL Needs
Occupational Markets Penetration - New cities, better yields?
Repositioning Retail - Long term growth or short term fix?
E-commerce penetration creating demand across Europe - Any new locations on the rise?
Spain, Italy, Czech & Portugal - Any hidden gems?

Moderator

Otis Spencer

Tishman Speyer

Balazs Lados

Managing Director

Realterm

Cen Shen

JD Property

Raimund Paetzmann

Advisor, "The Voice of the Occupier" MD Logivalue GmbH Expert in setting up Ecommerce Networks

Voice of the Occupier

Otis Spencer

Tishman Speyer

United Kingdom

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Balazs Lados

Managing DirectorRealterm

Netherlands

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Cen Shen

JD Property

United Kingdom

Cen Shen is the Head of Europe and SVP at JD Property, where he has spearheaded the company's European expansion since September 2021. In this role, he oversees logistics and real estate investments across Europe, notably completing JD Property's first UK acquisition of a 361,000 sq ft warehouse in Milton Keynes. Before joining JD Property, Cen served as an Investment Director at Hines from 2014 to 2021, managing pan-European value-add strategies. He also held roles at Grainger PLC and Invesco Perpetual. Cen holds a BSc in Actuarial Science from The London School of Economics (LSE) and is a CFA charterholder. He focuses on strategically investing in prime locations across the UK and Europe.

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Raimund Paetzmann

Advisor, "The Voice of the Occupier" MD Logivalue GmbH Expert in setting up Ecommerce NetworksVoice of the Occupier

Germany

Raimund is a Corporate Real Estate professional with 25 years experience in all sectors of Real Estate. Starting his career 1991 he has worked for a “medium sized enterprise” with a portfolio across all asset classes, he has worked 3 years for Union Investment and continued with 14 years’ tenure at Amazon Europe. Here he has been part of an amazing success story witnessing a growth from 600 million USD net sales to around 130 billion USD in 2016, building the most advances ecommerce logistic network for Europe. In September 2017, he has started as Vice President Corporate Real Estate for the number one European ecommerce Fashion platform Zalando SE in Berlin. Since June 2018 he is also Vice Chairman of the Committee on Logistics Properties

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01/03/2022 10:30 - 11:30

Co-chairs

Anthony ButlerAEW Europe

Diederik ScholKKR

Emmanuel Van der SticheleCurrently Unaffiliated

Eva van der Pluijm-KokPrologis

Marco RivaMARK

Philip MarsdenJLL

Sam BrassingtonCurrently Unaffiliated

Stefan WalldorfCerberus

Co-chairs

Rob CotterellStoneweg Moderator

Antoaneta TodorovaPrologis

Ben AllmondApollo Global Management

Tom WaiteJLL

+31 6 11087486

Amsterdam | Noord-Holland | Netherlands

Last Mile Business Growth

Buzzword or yield finder?

Too complicated to conquer or best foot in?
Last Mile Equity, Core Yield & Capital - Limitless scale-up demand or cash on cash, tighter & tighter?
Big Boxes vs City Light Industrial - What asset types will be the way to go?
Institutional Appetite for Super Light Urban Units - Do the numbers work?
Destination last mile! Investment reality vs trends

Anthony Butler

CIO & Co-Founder

AEW Europe

Diederik Schol

KKR

Emmanuel Van der Stichele

CEO

Currently Unaffiliated

Eva van der Pluijm-Kok

Director Research & Strategy

Prologis

Marco Riva

CEO Crossbay, Managing Director

MARK

Philip Marsden

Lead Director - UK & EMEA Capital Markets

JLL

Sam Brassington

Currently Unaffiliated

Stefan Walldorf

Managing Director

Cerberus

Anthony Butler

CIO & Co-FounderAEW Europe

United Kingdom

Diederik Schol

KKR

United Kingdom

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Emmanuel Van der Stichele

CEOCurrently Unaffiliated

Netherlands

Mr. Van der Stichele has more than 20 years of experience in real estate and finance. Prior to Mileway, Emmanuel worked at Goodman for nearly eight years as a member of the European management team and board member of the management company of the Goodman European Partnership. Previously, he was a London-based member of Credit Suisse’s (formerly DLJ) real estate private equity and debt financing groups. He has also worked for JP Morgan in several corporate finance roles in Brussels, New York and London.

Eva van der Pluijm-Kok

Director Research & StrategyPrologis

Netherlands

Eva van der Pluijm-Kok serves as Director Research & Strategy at Prologis Europe, where she leads strategic research initiatives for one of the world's largest industrial real estate companies. Based in the Netherlands, she brings extensive expertise in European logistics real estate markets, data analysis, and strategic planning. In her role, Eva focuses on market intelligence, investment strategies, and identifying growth opportunities across Prologis' European portfolio. Her work involves analyzing supply chain trends, e-commerce impacts on industrial real estate, and sustainable logistics solutions. Eva's strategic insights help guide Prologis' expansion and development decisions throughout European markets, contributing to the company's position as a leader in modern logistics real estate.

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Marco Riva

CEO Crossbay, Managing DirectorMARK

United Kingdom

Marco Riva is a Managing Director and is responsible for logistics investments across Europe, as well as acquisitions and asset management in Southern Europe. Prior to joining Meyer Bergman in 2018, Marco worked for 5 years at LogiCor where he invested over €2 billion in logistics properties. Marco began his career at Goldman Sachs in Italy and graduated from the University of Bologna with a Bachelor’s Degree in Business Administration. Marco speaks Italian, English and French.

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Philip Marsden

Lead Director - UK & EMEA Capital MarketsJLL

United Kingdom

Philip is a Lead Director in the Capital Markets team across the UK and European region, with over 30 years’ experience in the real estate sector. Following the merger of King Sturge and Jones Lang LaSalle in 2011, Philip became an International Director and is a member of the JLL UK Board and the Executive Committee. He is also a member of the Global Capital Markets Board. Philip is based in London, within the UK and European Capital Markets team, but started his career working in Belgium and has spent time working in other countries, including France. Philip specialises in acquisition, funding, development, capital raising and disposal for a range of UK and international clients across the EMEA regions.

Sam Brassington

VPCurrently Unaffiliated

United Kingdom

Stefan Walldorf

Managing DirectorCerberus

Netherlands

Stefan Walldorf is a Managing Director in Cerberus’ European Real Estate Group and a member of the Cerberus NPL Committee, Real Estate Committee, and Real Estate Debt Committee. Since joining Cerberus in 2006, Mr. Walldorf has led a wide range of transactions in Europe, including acquisitions of commercial properties, restructurings and loan portfolios. He is currently overseeing the built-up of Cerberus’ EUR 3bn Strategic Industrial Real Estate (SIRE) platform across Europe. Prior to joining Cerberus, Mr. Walldorf worked in Eurohypo’s structured real estate finance division focusing on multinational and institutional clients and structuring financing transactions in commercial and residential real estate.

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+31 20 241 93 00

Amsterdam | Netherlands

Core Logistics

Transactions already hit a glass ceiling?

Incoming Supply - Oversupply concerns or still room to grow?
Risk Return Fundamentals - Resilience vs cost in a post 2020 environment
Core+ Last Mile Delivery - Next growth wave for secondary cities or simply a nifty niche?
Product pricing - How sustainable is pricing across traditional Logistics vs non-Logistics locations?

Moderator

Rob Cotterell

Managing Director Investment

Stoneweg

Antoaneta Todorova

Senior Vice President, Fund Manager

Prologis

Ben Allmond

Principal

Apollo Global Management

Tom Waite

Head of Industrial & Logistics

JLL

Rob Cotterell

Managing Director InvestmentStoneweg

United Kingdom

Rob has over 29 years of experience working across the UK and Continental European markets holding executive roles with a focus on transactions, fund management and development. He was previously a founding Partner of MC Property and Head of Investment for Europe at Cromwell Property Group, where played a lead role in the €1.3bn IPO on the Singapore stock exchange of European REIT. Rob has an BSc in Estate Management, is a Member of the Royal Institution of Chartered Surveyors and holds a IMC qualification.

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Antoaneta Todorova

Senior Vice President, Fund ManagerPrologis

Netherlands

Antoaneta Todorova serves as Senior Vice President and Fund Manager at Prologis Europe, one of the world's leading logistics real estate companies. Based in the Netherlands, she oversees investment strategies and fund management operations across European markets. With extensive expertise in real estate investment and portfolio management, Todorova plays a key role in Prologis' European expansion and capital deployment initiatives. Her leadership contributes to the company's position as a premier owner, operator, and developer of logistics facilities across global markets, managing billions in real estate assets.

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Ben Allmond

PrincipalApollo Global Management

United Kingdom

Ben Allmond joined Apollo Management in 2021 as a Principal in the Core Plus Real Estate business and is responsible for the sourcing and execution of investments in Europe. Prior to that, he was the founder of SBX Capital, a London based boutique investment advisory firm. Previously, Mr. Allmond was an Associate Vice President at Colony Capital, where he focused on opportunistic and special situations real estate investments across Europe. Mr. Allmond started his career at AgFe, a London based private debt investment manager. Mr. Allmond graduated from the London School of Economics.

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Tom Waite

Head of Industrial & LogisticsJLL

United Kingdom

Tom Waite is an Executive Director at JLL, specializing in International Capital Markets for EMEA Logistics and Industrial, based in London, UK. He coordinates JLL's logistics and industrial capital markets network across Europe, advising clients on the acquisition, disposal, funding, and development of logistics real estate. With over a decade of experience, Tom focuses on large single-country transactions, cross-border portfolios, and joint ventures, having joined JLL in 2011.

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01/03/2022 12:00 - 13:00

Co-chairs

Martijn VerhaafMileway Moderator

Léon ViéP3 Logistic Parks

Martien van DeursenArrow Capital Partners

Robbert-Jan van BaalBarings

Co-chairs

Robbert HeekelaarPrologis Moderator

Holger TilkKapitel

James PowerSEGRO

William YoungCBRE

+31 6 11087486

Amsterdam | Noord-Holland | Netherlands

Netherlands

Yields driven down by domestic capital or still overpriced?

Is further yield compression overhyped?
Eco-Friendly Last Mile - How much is ESG impacting investor/developer appetite?
Pricing - Will the upwards pressure in secondary locations continue?
Rotterdam vs Amsterdam - Which occupational market demands are steering Grade A Industrial Stock?
Brexit Opportunities - Chance to reposition supply chains in favour for Netherland’s market?

Moderator

Martijn Verhaaf

Country Head - Netherlands

Mileway

Léon Vié

Managing Director

P3 Logistic Parks

Martien van Deursen

Head of Benelux

Arrow Capital Partners

Robbert-Jan van Baal

Managing Director | Head of Real Estate Transactions BeNeLux

Barings

Martijn Verhaaf

Country Head - NetherlandsMileway

Netherlands

Léon Vié

Managing DirectorP3 Logistic Parks

Netherlands

Léon L Vié serves as the Managing Director for the Netherlands & Belgium at P3 Logistic Parks, a prominent long-term investor in logistics properties. Appointed in August 2021, he is responsible for leading P3's regional team and spearheading significant growth initiatives across the Benelux operations. Mr. Vié is recognized as an experienced logistics expert with a profound understanding of the Benelux market, driving the expansion and management of P3's portfolio in this strategically important region. His career prior to P3 includes a role as Fund & Asset Manager for Europe at Global Logistics Properties and nearly two decades as a co-founder and head of the fund management company Equity Estate. He holds a degree in structural and architectural engineering.

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Martien van Deursen

Head of BeneluxArrow Capital Partners

Netherlands

Martien leads the Benelux investment strategy and business for Arrow Capital Partners. He has over 18 years of experience in the European real estate debt & equity markets across all sectors with a strong focus on The Netherlands. Career highlights: Founder and partner for 7 years of Dutch real estate asset manager Cyclus Property. Founder/Managing Director/CFRO of Geneba Properties NV, an AIMFD licensed investment company with a pan-European industrial real estate portfolio of €500M+ Martien has held senior roles at CBRE EMEA, UK and NL, including board membership and responsibility for regional offices. Martien holds a Masters degree in Social Geography from the University of Groningen, with a specialisation in Real Estate.

Robbert-Jan van Baal

Managing Director | Head of Real Estate Transactions BeNeLuxBarings

Netherlands

Robbert-Jan van Baal is a member of Barings Alternative Investments, a global real estate, private equity and real asset platform. Robbert-Jan is Head of Real Estate Acquisitions for Benelux. Based in the Netherlands, he is responsible for transactions and overall asset and project management of Barings properties and those acquired on behalf of Barings clients located in the region. In addition, he serves on the European/Asia Pacific Investment Committee. Prior to joining Barings, Robbert-Jan was Head of Asset Management, Netherlands for AXA Investment Managers – Real Assets, responsible for all AXA IM assets. Robbert-Jan holds a masters of science degree in Real Estate from Amsterdam School of Real Estate.

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+31 20 241 93 00

Amsterdam | Netherlands

Smart Sheds

What’s next for innovation in the sector?

Can automation ease the supply/demand crisis?
New Tech & Automation - Who will have to pay for it?
Integrated Tech - Potential shifts for balance sheet considerations & return on investment?
Last Mile - Automation as part of real estate solution processes?
ESG ready?

Moderator

Robbert Heekelaar

VP, IT Architecture & Emerging Technologies

Prologis

Holger Tilk

Head of Investment Europe

Kapitel

James Power

Director of Digital & Technology

SEGRO

William Young

Vice President, EMEA

CBRE

Robbert Heekelaar

VP, IT Architecture & Emerging TechnologiesPrologis

Netherlands

Robbert is the vice president of Architecture & Emerging technologies at Prologis, he has over 16 years of experience in IT, Innovation, Strategy, Business development, Management, Finance and Consultancy, his focus is currently on Innovation, having setup Prologis Labs and performing experiments with and without Prologis' customers. Working in a Global team, testing, experimenting, learning, creating added value for the organization. In previous roles he focused on strategy setting and management. Main challenge was embedding the new IT strategy into our Global IT department, closing the ever-existing GAP between business and IT.

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Holger Tilk

Head of Investment EuropeKapitel

Estonia

Holger Tilk is the Head of Investment Europe for Kapitel, one of the largest real estate companies from the Baltic States. Kapitel currently develops, owns and manages shopping centers, offices and hotels in Estonia, Latvia, Lithuania, Czech Republic and Spain, but is seeking to expand its international exposure further. Holger is responsible for Kapitel real estate acquisitions throughout of the group with special focus on Czech Republic, the Netherlands and Switzerland. Holger has a masters degree in law from University of Tartu with additional certificates from Georgetown University and University of Salzburg. In his spare time Holger enjoys beach volleyball, music and reading.

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James Power

Director of Digital & TechnologySEGRO

United Kingdom

James is the Director of Digital & Technology at SEGRO plc, the FTSE100 pan-European developer and owner of industrial and logistics property, with over £15 billion of AUM. James joined SEGRO in 2010 and has held several senior roles, most recently leading SEGRO’s digital and technology innovation since 2018. Prior to SEGRO, James held a series of senior positions at American Express, and before that at Deloitte Consulting, Coca-Cola Schweppes and Xerox. James has over 25 years’ experience in real estate, business and financial services in strategy formulation and execution. James is a member of various industry committees and advisory panels, with a focus on technology, innovation, and increasingly their application to sustainability.

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William Young

Vice President, EMEACBRE

USA

Will is the Vice President, EMEA and Corporate Development at NavigatorCRE. He is primarily responsible for leading the EMEA markets for Navigator, as well as managing the organization's Investor Relations and Strategic Finance initiatives.

01/03/2022 14:30 - 15:30

Co-chairs

Robert MurphyStepStone Group Moderator

Christian Nickels-TeskePrologis

Cédric DujardinNovaxia

Florent DansetHarbert Management Corporation - France

Co-chairs

Tristram FrostAtlas Property Advisors Moderator

Armen GevorkianPropel Industrial

Hylcke OkkingaMontea

Kristian Branum-BurnsQuadReal Property Group

Siddharth TrivediOne Investment Management

+31 6 11087486

Amsterdam | Noord-Holland | Netherlands

Capital Winners

Who's aggressive, who's innovative?

Asia, Europe, US - Everyone wants exposure, as pricing pushes up, who will stay and play?
Equity driving, where’s the debt?
Blink and you’ll miss it - Do capital markets understand the opportunities in logistics and light industrial asset classes?
Pan Euro Acquisition Strategies Best Or Markets Too Fragmented To Consolidate?
Institutional Appetite for Growing Urban Industrial
Rise of JV’s & Institutional Platforms - Finding local gems or still figuring out the numbers

Moderator

Robert Murphy

Principal

StepStone Group

Christian Nickels-Teske

Head of Treasury Europe

Prologis

Cédric Dujardin

Conseiller

Novaxia

Florent Danset

Senior Managing Director and Co-Head of Europe

Harbert Management Corporation - France

Robert Murphy

PrincipalStepStone Group

Ireland

Mr. Murphy is a member of StepStone’s real estate team. Prior to StepStone, Mr. Murphy was an assistant vice president at Partners Group, a private markets investment manager. Before that he was an executive in Ernst & Young’s real estate corporate finance team. Before Ernst & Young, Mr. Murphy worked as an investment analyst at the Irish National Pensions Reserve Fund. Mr. Murphy holds a master’s degree in finance from University College Dublin and is a CFA charterholder.

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Christian Nickels-Teske

Head of Treasury EuropePrologis

Netherlands

As Head of Treasury Europe & Capital Markets, Christian Nickels-Teske is responsible for the negotiation and structuring of secured and unsecured financings for Prologis and its joint venture partnerships in Europe. In addition, Christian is arranging public capital market offerings, Bond issuances as well as executing derivative hedging instruments on behalf of the company. He has extensive experience in structuring Mergers & Acquisitions as well as development and mezzanine financings, portfolio and cross-border (Pan-European) facility structuring.

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Cédric Dujardin

ConseillerNovaxia

France

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Florent Danset

Senior Managing Director and Co-Head of EuropeHarbert Management Corporation - France

United Kingdom

Florent is Senior Managing Director and Co-Head of Europe for Harbert’s Real Estate platform. He leads the strategic sourcing and execution of value-add investments across logistics, residential and related real asset strategies in Europe, overseeing cross-border teams and the full investment lifecycle. Before joining Harbert, Florent was the Co-Founder and CEO of Alte, a pan-European real estate investment platform focused on thematic value-add strategies. He led corporate strategy, investments and senior management while building the firm’s capital formation, sourcing and execution capabilities across multiple sectors. Previously, Florent held senior roles at Blackstone in the Real Estate Debt Strategies group and at Partners Group, where he helped build the European direct real estate investment platform and executed transactions across the capital stack. Over his career, he has been involved in investing more than USD 3bn of capital across European private equity real estate.

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+31 20 241 93 00

Amsterdam | Netherlands

Development Deals

Equity Driving, where's the debt?

Spec Developments - Any lenders available or too much risk attached?
Newbuild Greenfield vs Brownfield Upgrades - Comparing prices, yields & available financing
Supply Constraints - Rising costs, lack of land & supply chain constraints
Pricing Development Risk - Will BTS stay number one or will spec developments be pushed centerstage by increased demand?

Moderator

Tristram Frost

Consultant

Atlas Property Advisors

Armen Gevorkian

Manager

Propel Industrial

Hylcke Okkinga

Co-Director Netherlands

Montea

Kristian Branum-Burns

Managing Director

QuadReal Property Group

Siddharth Trivedi

Managing Director, Real Estate

One Investment Management

Tristram Frost

ConsultantAtlas Property Advisors

United Kingdom

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Armen Gevorkian

ManagerPropel Industrial

Netherlands

Hylcke Okkinga

Co-Director NetherlandsMontea

Netherlands

Hylcke Okkinga serves as Co-Director Netherlands at Montea, a leading European logistics real estate investment company. Based in the Netherlands, he plays a key role in driving Montea's strategic expansion and operations in the Dutch market. With expertise in logistics real estate and investment management, Okkinga contributes to Montea's mission of developing and managing high-quality logistics properties across Europe. His leadership helps position Montea as a prominent player in the Netherlands' logistics real estate sector, supporting the company's growth in this strategic market through his deep understanding of local market dynamics and investor relations.

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Kristian Branum-Burns

Managing DirectorQuadReal Property Group

United Kingdom

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Siddharth Trivedi

Managing Director, Real EstateOne Investment Management

United Kingdom

Sid is a Managing Director at One Investment Management with over 14 years of experience investing in global real assets and corporate credit. Previously, he was at Blackstone’s real estate debt and corporate credit groups. At OneIM, he focuses on investing in real estate on a sub-sector and geography agnostic basis, covering mid to large scale private and public opportunities across the capital structure.

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01/03/2022 16:00 - 17:00

Co-chairs

Agata Jurek-ZbrojskaCMS Moderator

Asher PersitsEBRD

Jane BoyleJLL

Steffen WalviusCBRE

https://www.prologis.com

+31 20 655 6666

Schiphol | Netherlands

Prologis, is the global leader in logistics real estate with a focus on high-barrier, high-growth markets, with a portfolio of 73M sqm, in 19 countries and apprx. 5,100 customers.

Zero Carbon & ESG

Business need or too late to offer competitive premiums?

Eco Friendly Last Mile - Does the concept have legs?
Green Lending & Raising Capital Considerations
Urban Logistics & Sustainability Constraints in City Centres
Owner, Customer, Investor, Authorities Interests’ Aligned?
How might data analytics and proptech help improve the ESG agenda?

Moderator

Agata Jurek-Zbrojska

Partner, Head of Real Estate and Construction

CMS

Asher Persits

Senior Banker, Industrial Real Estate

EBRD

Jane Boyle

Sustainability Director

JLL

Steffen Walvius

Energy & Carbon Lead, Continental Europe

CBRE

Agata Jurek-Zbrojska

Partner, Head of Real Estate and ConstructionCMS

Poland

Agata Jurek-Zbrojska is a qualified legal advisor and Head of the Real Estate and Construction Department at CMS – one of the largest real estate teams in Poland, comprising approximately 40 experienced lawyers For over twenty years Agata has successfully advised on the largest real estate transactions in Poland and on numerous cross-border projects, with particular focus on office, commercial, logistics and residential real estate at all stages of the investment process.

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Asher Persits

Senior Banker, Industrial Real EstateEBRD

United Kingdom

Alexey Persits, CFA, is a principal in EBRD’s Property and Tourism team focused on the logistics and light industrial sectors, providing senior debt, mezzanine and equity products in CEE and CIS regions. Prior to joining the Property and Tourism team Mr. Persits was part of EBRD’s risk department, working on multiple equity deals in the region. Before joining the EBRD Mr. Persits worked in Credit Suisse’ Investment Banking department in London in the CEEMEA coverage team and completed a six year service in the Israeli Defence Forces. He received his M.A. in Economics from Bar-Ilan University and B.A. in Economics from the Ben-Gurion University, Israel.

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Jane Boyle

Sustainability DirectorJLL

United Kingdom

Jane is a Sustainability Director within JLL Upstream – the energy and sustainability consulting and projects business within JLL EMEA. She has a proven track record in achieving targets through collaboration with multi-disciplinary teams and key stakeholders. She specializes in creating and delivering sustainability and carbon reduction strategies, across a variety of sectors, on a wide range of reduction initiatives and projects. She has spoken at more than 50 industry events throughout EMEA on the topics of carbon reduction, energy management and sustainability in the built environment.

Steffen Walvius

Energy & Carbon Lead, Continental EuropeCBRE

Czech Republic

Some of the confirmed participants

Anita Simaza

Founder

AS Real Estate

Ekaterina Avdonina

Co-Founder & CEO

Mirastar

Emmanuel Van der Stichele

CEO

Currently Unaffiliated

Ernesto Navarro

Senior Director and Portfolio Manager - Managed Accounts

Currently Unaffiliated

Holger Tilk

Head of Investment Europe

Kapitel

Jeremy Bishop

Founder

Arkus Real Estate

Joan Vidiella

Managing Partner

Spinnia

Kevin Turpin

Regional Director of Capital Markets for CEE

Colliers

Lars Bothe

Head of Value add investments

HIH Invest Real Estate GmbH

Marco Riva

CEO Crossbay, Managing Director

MARK

Michael Neuman

Head, Industrial, United States and Latin America

La Caisse

Monika Duda-Tulejko

Managing Director

DHL Supply Chain Poland

Nabil Mabed

Managing Director, Head of Value-Add Equity Europe & Head of France, Spain and Portugal

PGIM Real Estate

Paul Hanley

Development Director

Graftongate

Raimund Paetzmann

Advisor, "The Voice of the Occupier" MD Logivalue GmbH Expert in setting up Ecommerce Networks

Voice of the Occupier

Rebekah Tobias

Co-founder & Managing Partner

Propela Ventures

Robert Murphy

Principal

StepStone Group

Stefan Walldorf

Managing Director

Cerberus

Anita Simaza

FounderAS Real Estate

Netherlands

Founder of AS REAL ESTATE since 2020, a pan European advisory for Logistics & Industrial real estate, connecting developers, investors, owner-occupiers and advisors with cross border capital. Anita was previously Head of Logistics & Industrial Europe at BNP Paribas Real Estate, responsible for coordinating investment activities for the company in the sector and working on pan European and single country transactions. Prior to this, Anita was Director European Valuations at Prologis in Amsterdam, responsible for all valuation related workflows across Europe. Anita worked earlier with Knight Frank in London in the European Valuations team and qualified as MRICS with Savills in Exeter in the residential development department.

Ekaterina Avdonina

Co-Founder & CEOMirastar

United Kingdom

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Emmanuel Van der Stichele

CEOCurrently Unaffiliated

Netherlands

Ernesto Navarro

Senior Director and Portfolio Manager - Managed AccountsCurrently Unaffiliated

United Kingdom

Holger Tilk

Head of Investment EuropeKapitel

Estonia

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Jeremy Bishop

FounderArkus Real Estate

United Kingdom

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Joan Vidiella

Managing PartnerSpinnia

Spain

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Kevin Turpin

Regional Director of Capital Markets for CEEColliers

Czech Republic

Kevin has been working in the commercial real estate industry in the field of property market research and consultancy for over 16 years. Kevin manages a team of analysts covering up to 17 numerous markets across the CEE region and is responsible for the delivery of market research and insights to both Colliers clients and its business lines. Kevin and team research and advise on all market sectors with a key focus on Offices, Retail, Industrial & Logistics, Residential and Investment. Kevin's previous roles have been in the HR consultancy, Information Technology and Public sectors, where he has gained valuable international experience working closely with people, technology, business and finance.

Lars Bothe

Head of Value add investmentsHIH Invest Real Estate GmbH

Germany

Marco Riva

CEO Crossbay, Managing DirectorMARK

United Kingdom

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Michael Neuman

Head, Industrial, United States and Latin AmericaLa Caisse

Canada

Michael has held the position of Head, Industrial, USA and LatAm since 2022. He oversees the management of Ivanhoé Cambridge’s existing platforms in the USA and Brazil and investment diversification into new geographies and alternative asset classes such as self-storage and data centres. From 2019, Michael acted as VP, Investments, Europe. Michael has worked in investing and real estate for nearly 15 years. Before joining Ivanhoé Cambridge in 2014, he spent five years at Unibail-Rodamco-Westfield as a senior investment and asset manager for the Office and Hotels division. He graduated from HEC Paris in 2008 with a Master of Science in management and economics. He is also a member of the Royal Institution of Chartered Surveyors.

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Monika Duda-Tulejko

Managing DirectorDHL Supply Chain Poland

Poland

Nabil Mabed

Managing Director, Head of Value-Add Equity Europe & Head of France, Spain and PortugalPGIM Real Estate

France

Nabil Mabid joined PGIM Real Estate in 2014. He is acting as Head of Transactions for France and Spain, and Portfolio Manager of PGIM’s European Value-Add Fund. Before joining PGIM Real Estate, Nabil was a Senior Associate at Doughty Hanson & Co working on acquisitions and asset management for their European Real Estate Opportunistic Fund. Prior to that, he was a member of the acquisitions team at Morgan Stanley Real Estate in Paris . He started his career in the Investment Banking division of Morgan Stanley in London. Nabil has a Masters degree in Civil Engineering and Finance from the Ecole Centrale Paris, is fluent in French, English, Arabic and speaks Spanish. Nabil is a French and Algerian national.

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Paul Hanley

Development DirectorGraftongate

United Kingdom

Paul Hanley is a Development Director at Graftongate, specializing in industrial development across the UK. He has been instrumental in the acquisition, development, and leasing of over 7 million sq ft of industrial real estate, valued in excess of £2 billion, across the UK and US. A qualified Chartered Surveyor (MRICS), Paul joined Graftongate in September 2023 from Bridge Industrial, where he established their UK division and oversaw the delivery of significant industrial and logistics assets. His career also includes key development roles at Prologis, Hinton Group UK, and an early career as an investment surveyor at Gerald Eve, showcasing extensive expertise in property development and investment.

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Raimund Paetzmann

Advisor, "The Voice of the Occupier" MD Logivalue GmbH Expert in setting up Ecommerce NetworksVoice of the Occupier

Germany

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Rebekah Tobias

Co-founder & Managing PartnerPropela Ventures

United Kingdom

Robert Murphy

PrincipalStepStone Group

Ireland

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Stefan Walldorf

Managing DirectorCerberus

Netherlands

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