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Portugal’s Investment Cycle - Global appetite upswing forcing the cycle values too soon?
6th February, 2020
Pestana Palace, Lisbon
Meet our exclusive format.
GRI has no speakers, no presentations. Instead, you have a selection of closed-door discussions where everyone can participate.
Much like a conversation in your own living room, the dynamic environment allows you to engage with your peers in an informal and collegial setting.
Much like a conversation in your own living room, the dynamic environment allows you to engage with your peers in an informal and collegial setting.
Advisory Board Members
Alberto López Balbas
Founder & CEO
Aexbridge Capital
http://www.aexxcapital.com
912 90 80 70
Madrid | Madrid | Spain
Aexbridge Capital is a privately held investment firm, specializes in direct lending, credit and equity solutions across our strategies and unique special situations.
Brian Betel
Global Head of Direct Assets
Activum SG UK Advisors Limited
http://www.activumsg.com/
+44 20 3705 8130
London | United Kingdom
ActivumSG was founded by Saul Goldstein in 2007 to invest in niche opportunities in German and Spanish real estate related sectors
Cristina García-Peri
Senior Partner Head of Strategy and Business Development
Azora
http://www.azora.es/
+34 913 106 370
Madrid | Madrid | Spain
AZORA is an independent private equity styled asset manager of real assets, based in Spain but investing across Europe and the USA. It currently manages €9.2 bn of AuM (once its various vehicles committed firepower is fully invested) with Hospitality and Living representing c. 70% of this. AZORA has a value-add approach with a strong track record in pioneering new assets classes in Southern Europe and a special expertise in building fully integrated platforms in operational assets classes.
João Carlos Lelis
Director Fund Management
Tangor Capital (Family Office)
João Cristina
Country Manager
Merlin Properties
http://www.merlinproperties.com
+34 91 769 19 00
Madrid | Spain
MERLIN Properties SOCIMI S.A. is one of the leading RE company (Ibex 35) focused on the acquisition & management of CRE assets in Iberia.
João Pita
Director of Real Estate Investments
OptylonKrea
https://www.optylonkrea.com/
+351 212 400 124
Lisbon | Lisboa | Portugal
Optylon Krea is a Pan-Mediterranean hospitality, real estate development and investment management group with an international team. We are expanding from Portugal to Europe with our lifestyle serviced apartment brand Ando Living. Please check also www.andoliving.com
João Sousa
CEO/Founder
JPS Group
http://www.jpsgroup.pt/
+351 217 581 055
Lisboa | Portugal
JPS GROUP has a multidisciplinary structure, capable of providing the needs for profitability of real estate assets under management.We develop projects in solid business models, with the purpose of creating sustainable and innovative profits. We have a highly qualify team, composed by more than 70 people, who work daily to achieve the levels of excellence in their projects. JPS GROUP’ integrated concept allows the company to achieve competitive values, without compromising high quality.
José Cardoso Botelho
Board Member
The Mark Properties
Miguel França Santana
Board Member
Fidelidade
http://www.fidelidade.pt
+351 213 239 087
Lisboa | Portugal
Fidelidade Property Europe is the real estate arm of the Fidelidade Insurance Company Group. We invest in Portugal and worldwide, assuring the management of Fidelidade’s real estate portfolio.
Paulo Barradas
CEO
Restart Capital
Paulo Loureiro
CEO
Bondstone
Pedro Coelho
Chairman
Square Asset Management
http://www.squaream.pt
+351 213 808 290
Lisbon | Portugal
SQUARE is one of the largest Real Estate Asset Management and Consulting Group in Portugal. Our 16 successful years let us proudly state that we are the only independent management company managing Open-ended Real Estate Investment Funds and the 1st contracted by large Portuguese financial groups. Our experience granted us 11% of market share and 1,4 Billion euros of assets under management*. SQUARE A.M. specializes in 3 different areas: Income Funds, Distressed Asset Funds and other vehicles.
Pedro Seabra
Partner
Refundos Explorer
http://www.refundos.pt/
966809236
Lisboa | Lisboa | Portugal
One of the most experienced Real Estate professionals in the market with more than €2bn of Commercial Real Estate transactions supervised in Portugal, and benefiting from the experience of Frederico Arruda, experienced fund manager and board member of APFIPP since 2016, and Luis Carita, a manager with a trackrecord in several financial groups, achieving +€1,5bn of AUM in several countries, the team combines a diversified background in investment banking, asset management and project management.
Pedro Vicente
CEO
Overseas
Portugal
OVERSEAS is the new Portuguese developer, founded in 2022. The company runs 5 projects, with 130m€ of investment.
Volkert Reig
General Director
GNB Real Estate
http://www.gnbre.pt/
+351 21 381 08 00
Lisboa | Portugal
Leading real estate asset manager in Portugal. We manage more than 30 funds and have more than 1.5B under management.
Alberto López Balbas
Founder & CEOAexbridge Capital
Spain
Aexbridge Capital, a Madrid/London based privately held investment firm specialised in direct lending, asset backed distressed debt and other unique special situations, primarily in western Europe. Alberto is the Co-founder of URBANIA INTERNATIONAL, a real estate private equity firm with over €1 billion under management. Mr. Lopez has been involved in over €2 billion of opportunistic, value add and debt real estate investing in Europe. Mr. Lopez received an International MBA from EM Lyon & EOI and has a Bachelor’s degree of Economics.
Brian Betel
Global Head of Direct AssetsActivum SG UK Advisors Limited
Spain
Brian Betel serves as Head of Direct Transactions at ActivumSG UK Advisors Limited, where he leads strategic investment initiatives and transaction execution. With extensive experience in private equity and direct investment management, Betel specializes in identifying and structuring complex financial transactions across diverse sectors. His expertise encompasses deal sourcing, due diligence, and portfolio management, contributing to ActivumSG's growth as a prominent investment advisory firm. Betel brings deep knowledge of European markets and cross-border transactions, positioning him as a key leader in the firm's direct investment strategy and client advisory services.
Cristina García-Peri
Senior Partner Head of Strategy and Business DevelopmentAzora
Spain
Cristina García-Peri is Senior Partner and Head of Strategy and Corporate Development for the Azora Group. Prior to joining Azora in 2011, she worked for 16 years in the investment- banking sector at both Merrill Lynch (2 years) and JP Morgan (14 years), where she held various positions across M&A and Equity Capital Markets, and for 10 year, she was Managing Director responsible for Corporate Equity Derivatives for EMEA as well as Equity Capital Markets for Spain and Portugal. Cristina holds a bachelor degree in Economics from ICADE (Spain) and an MBA from Harvard Business School (USA). Cristina is Board Member at Bankinter, a Spanish IBEX 35 banking institution, where she Chairs the Nominations and Sustainability Committee.
João Carlos Lelis
Director Fund ManagementTangor Capital (Family Office)
Portugal
João Lélis joined Sonae Sierra in 2004 as an investment analyst, later becoming Director of the Fund Management business. As member of the executive team, current responsibilities include management of the real estate funds co-owned by Sonae Sierra, of the direct investments outside Iberia and transaction support. Prior to Sonae Sierra, João was a consultant with McKinsey & Company and also with Arthur Andersen. João completed the INSEAD – Advanced Management Programme in 2018 and the INSEAD - International Executive Programme in 2010. He also holds an MBA from the Yale University School of Management (2002) and a BS in Management from Faculdade de Economia do Porto (1997).
João Cristina
Country ManagerMerlin Properties
Spain
João Cristina is the Portugal Director of Merlin Properties since 1 January 2018. From 2006 until that time, he held Investment Management positions at Rockspring PIM and Orion Capital Managers, all based in Madrid. He returned to Portugal, during 2014, to assume the General Manager role in SILCOGE, a leading Portuguese real estate company. He studied Finance at ISCTE and has an MBA from IE -Instituto de Empresa. Joao Specialized in acquisitions and asset management throughout the Iberian Peninsula, where he has more than 12 years’ experience. Over the last year, João has focused on increasing Merlin’s footprint in the Portuguese real estate market (acquisitions) while improving present occupational levels of the portfolio asset management
João Pita
Director of Real Estate InvestmentsOptylonKrea
Portugal
João Sousa
CEO/FounderJPS Group
Portugal
Formado em Direito, pela Faculdade de Direito da Universidade de Lisboa, o CEO da JPS GROUP, Dr. João Sousa, iniciou o seu percurso profissional aos 23 anos, na área empresarial e dos negócios. Foi com estes primeiros passos e contacto com o mundo profissional, que soube que exercer Direito não era uma opção e decidiu enveredar pela área à qual se estava a dedicar com tanto afinco. Como tal, começou a fazer o seu percurso na consultoria de investimento financeiro e imobiliário, percurso esse que veio, mais tarde, a dar origem à fundação da JPS GROUP. Um dos períodos de tempo deste percurso foi passado no estrangeiro, em múltiplos negócios em África, pelos países da América do Sul e na Ásia.
José Cardoso Botelho
Board MemberThe Mark Properties
Portugal
Experienced investor in Real Estate. Since the end of 2015, focused in the setup and management of Vanguard Properties, a leading developer, focused on residential and touristic projects. Currently the group has 16 projects under development located in Lisbon, Oeiras, Comporta and Algarve. Vanguard’s is currently leading the consortia that will acquire the real estate funds of Comporta Investment Fund. Since 1988, José has been involved in multiple ventures notably in retail, real estate, technology (software, heading systems, medical, etc.). Significant expertise in Real Estate, Funding, Negotiation and Venture Capital. Undergraduate in Management with expertise in Finances. MBA in International Management.
Miguel França Santana
Board MemberFidelidade
Portugal
He graduated in Civil Engineering from IST, Lisbon in 1988 and started his career at Proman, Centro de Estudos e Projectos, SA, in the Structural Design Department, with special emphasis on participation in the stability projects at Quinta de Carvalhais of Metro Rotunda II, cold storage centers in the Azores. Among many other residential and industrial projects design. Recently, he has been a member of Hagen Imobiliária SA Board for approximately 2 years. Currently and for the last 6 years he is Board Member of Fidelidade Property Europe, SA., a company 100 % held by Fidelidade Companhia de Seguros, managing all Real Estate Investments of the Insurance Group.
Paulo Barradas
CEORestart Capital
Portugal
Paulo Barradas is a Managing Director at Norfin SGFII and heads the M&A and investor relations department. He has more than 22 years of experience in the international investment banking industry, of which the last 6 years in London as Head of M&A at Haitong Bank. Prior to that, he was Head of M&A for Energy and Infrastructure and Head of Real Estate Investment Banking at Espírito Santo Investment Bank.
Paulo Loureiro
CEOBondstone
Portugal
Paulo Loureiro is the Founder and CEO of Bondstone. He was formerly the Managing Partner of Louvre Capital, a real estate developer focused on high-end residential projects. Since 2016, Paulo has structured real estate projects representing an investment of more than €100 million in Portugal. Prior to founding Louvre Capital and Bondstone, Paulo was an Executive Director at Morgan Stanley in New York. He started his career with Schlumberger, spending six years in Argentina and Brazil holding various operational and management positions. Paulo received his MBA with honors from The University of Chicago Booth School of Business, and holds a Master of Science degree majoring in Maths and Physics.
Pedro Coelho
ChairmanSquare Asset Management
Portugal
55 years, married 2 sons From 2002 - 2017 Square Asset Management - Partner; 1,5 Billion under management in all sectors for retail and institutional clients : Managing the highest Portuguese performance balanced portfolio over the last 8 years in a row according to MSCI/IPD; from 1990 - 2000 ESAF Espírito Santo Activos Financeiros SGPS - Real Estate Managing Director Investments: Portugal, Brazil, Russia.
Pedro Seabra
PartnerRefundos Explorer
Portugal
Board Member and major shareholder of Refundos Explorer. He joined Explorer Investments in 2012 as responsible for the Discovery Fund. Since 2017 he is responsible for the real estate area, namely the real estate fund EREF I (Explorer Investments Real Estate Fund) and Penha Longa. Joined CBRE in Madrid in 1987 and founded CBRE in Portugal in 1988. Since then and until 2012 headed CBRE operation in Portugal. During that time supervised more than €1.5bn of Commercial Real Estate Transactions, headed property Funds such as Selecta and Fundo Primeiro Imobiliário (today Square Asset Management) and was board member of Neoturis.
Pedro Vicente
CEOOverseas
Portugal
Pedro Vicente is OVERSEAS CEO. OVERSEAS is an independent "committed to green" developer, based in Lisboa, Portugal, focused on ESG, nZEB buildings, electric mobility, branded and luxury real estate. The company was incorporated in 2022 and has currently 5 projects, with an investment of 130M€.
Pedro has a large experience in the real estate market in Portugal, through companies like EPUL - Empresa Pública de Urbanização de Lisboa (state owned company), Level Constellation (Chinese real estate fund) and Habitat Invest (top 5 real estate developers in Portugal). Pedro is Vice-President of APPII (Real estate investors and developers Portuguese Association).
Volkert Reig
General DirectorGNB Real Estate
Portugal
Volkert is presently President of the Board of Directors of Novo Banco Real Estate and has over twenty years of international experience in M&A, private equity and real estate. Prior to joining Grupo Novo Banco (GNB), Mr. Reig served as a Managing Director for Hudson Advisors. Mr. Reig Schmidt has a Master in Law from the Universidad San Pablo CEU and is admitted to practice in the Madrid Bar Association. Volkert is fluent in Spanish, German and English and has a basic knowledge of French and Portuguese.
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