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CB Group & Business Partners

Charles updated 2 months ago
Charles Berthillon
CB Group & Business Partners
Charles updated 2 months ago
Charles Berthillon
CB Group & Business Partners
Interested in our next event? You can attend the live event onsite in Luxembourg or through our partner Coherra.
Charles updated 2 months ago
Charles Berthillon
CB Group & Business Partners

Undiscovered Alpha: Achieving Attractive, Consistent, Uncorrelated Returns through Real Estate Bridge Lending

Conference date: 

  • 28/09/2021
  • from 11:00 CEST to 12:15 CEST

Event’s address: 

  • Ginkgo Center “The City”
  • 14-16, Avenue Pasteur L-2310 Luxembourg

Event streamed by COHERRA: 

List of speakers in order of intervention

  1. Elena García Jover (welcome intro) 
  2. Dr. Gabriella Kindert (BIO).
  3. Charles Berthillon (BIO)
  4. James Levy-Newman (BIO)
  5. Xavier Deu (BIO)

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Conference title: Undiscovered Alpha: Achieving Attractive, Consistent, Uncorrelated Returns through Real Estate Bridge Lending

In recent years, European real estate bridge lending has built an impressive track record. It is now possible to empirically demonstrate that this largely undiscovered niche area within the alternative investment universe provides attractive, equity-like returns (typically between 8% and 12% p.a.) uncorrelated with the fixed income or equity markets, along with extremely low levels of volatility. The thesis of the CB Group is that real estate bridge lending investing obtains higher risk adjusted returns than any other area within the alternative lending universe accessible to wealth managers today.

This conference features presentations by two key players within the European bridge lending ecosystem, as well as market intelligence, actionable ideas and practical guidance from CB Group´s own experts to equip wealth managers to capture this undiscovered alpha for their clients.

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Keynote Presentation by Dr. Gabriella Kindert

The changing landscape in Alternative Fixed Income opportunities

How disintermediation in financial services creates new opportunities for investors

Dr. Kindert will explain the latest disintermediation trends in the financial services and show how alternative lending platforms are becoming a more mature, accepted asset class for investors. She will also explain the relative value proposition between the different platforms and provide a summary on how to approach your investment analysis.

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Presentation by Charles Berthillon

Uncorrelated returns: How and Why

What we have learned since 2016

Charles Berthillon is Founder and Managing Partner of CB Group. From his perspective as an expert in capital markets, Charles will review the attractiveness of bridge loan opportunities over the last several years and explore the strengths and vulnerabilities of their investment profile for institutional investors in the face of ever-changing market conditions.

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Presentation by James Levy-Newman

Real Estate Bridge Lending: The Best Risk-Reward Relationship of Any Fixed Income Asset Class

James Levy-Newman has been for many years a vocal advocate of investment in real estate bridge lending as source of attractive, consistent, uncorrelated, self-liquidating returns for wealth management clients. In this overview, James will review the historical performance of the asset class, as well as enabling the audience to benefit from his experience as he offers “actionable market intelligence” to provide wealth managers with the tools to evaluate the suitability of this asset class for their own clients.

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Presentation by Xavier Deu

Capturing More of the Value Chain: Moving Beyond “Standard” Bridge Lending to Open New Opportunities for Investors and Real Estate Developers

Xavier Deu will provide an overview of the conception, development, and management of the Marshall Bridge Fund, with particular emphasis on risk control and his core principle of perfect alignment of interests between all stakeholders in the fund over the long term. Additionally, in so far as possible given regulatory restrictions, Xavier will provide a “sneak preview” of the upcoming follow-up fund to Marshall Bridge that will seek to provide investors with higher returns in exchange for assuming a higher level of risk than traditional bridge lending.

 

 

Charles Berthillon
CB Group & Business Partners
Latest teaser from James on Linkedin :)