Swedish Real Estate Conference 2020
Monday, November 30, 2020
November
November 2020
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Following 2019's successful Swedish Real Estate conference with more than 125 delegates in Stockholm, Moody's will be back in 2020. Stay tuned on this page for more details. If you would like to receive an invitation, please register your interest by using the button above.

<div class="credit-themes-container dynamic"><div class="w-container"><div class="custom-fa-wrapper"><div class="custom-item-holder"><div class="custom-icon-fa"><br></div><div class="custom-item-text-holder"><h1 class="custom-item-heading alt white">Discover</h1><p class="custom-item-para alt white">Discover fresh perspectives on the credit markets.</p></div></div><div class="custom-item-holder"><div class="custom-icon-fa"><br></div><div class="custom-item-text-holder"><h1 class="custom-item-heading alt white">Analyze</h1><p class="custom-item-para alt white">Analyse which trends will have the most significant impact in the year ahead.</p></div></div><div class="custom-item-holder"><div class="custom-icon-fa"><br></div><div class="custom-item-text-holder"><h1 class="custom-item-heading alt white">Network</h1><p class="custom-item-para alt white">Network with the top Moody's analysts and key market participants.</p></div></div></div></div></div>

08:30 Registration & Welcome Coffee

09:00 Welcome Address

Matthias Hellstern, Managing Director, Corporate Finance Group

Chairperson: Maria Gillholm, Vice President – Senior Credit Officer, Corporate Finance Group

Presenter: Marie Elvesol, Country Manager Sweden and Head of Relationship Management for the Nordics

09:10 Moody’s Real Estate Sector Outlook: Credit Quality will remain stable in the short-term

  • Current CRE peak is well above last one – the drop may be more severe than last time
  • Low interest rates ease pressure on credit quality from reduced GDP and yield concerns
  • Largest risks – refinancing risk and decreasing market values
  • How well positioned are the companies for the inevitable cooling of sector conditions?

Maria Gillholm, Vice President – Senior Credit Officer, Corporate Finance Group

09:35 Panel Discussion: Status of the property market and key risks for the sector

  • The commercial real estate market is strong – but for how long?
  • Weakening but still strong GDP – but rapid worsening macro data for Sweden, Europe and US and what about event risks once again a weakening in the housing market
  • Interest rates will remain low – but what if risk premiums rise due to macro/systemic risk?
  • Refinancing risks - Banks appetite for real estate exposure, could this be affected by the SFSA requirement?
  • What would be the implications on credit quality?

Led by Maria Gillholm, Vice President – Senior Credit Officer, Corporate Finance Group

Arvid Lindqvist, Head of Research, Catella Corporate Finance

Magnus Richardsson, Head of Commercial Real Estate, Nordea

Olivier Chemla, Vice President – Senior Analyst, Sovereign Risk Group

Niclas Boheman, Assistant Vice President – Analyst, EMEA Banking

10:20 Networking & Coffee

10:45 The Regulator’s Plenary Panel: Views and latest developments

The SFSA will decide how much capital banks must hold to cover any losses suffered by real estate companies following a potential property downturn

Henrik Braconier, Chief Economist, Swedish Financial Supervisory Authority

Followed by a panel discussion led by Daniel Harlid, Assistant Vice President – Analyst, Corporate Finance Group

  • Will this lead to more expensive bank financing and increased bond issuance? Will this increase the refinancing risk on the bond market?
  • At this point in the cycle most companies have already entered the bond market - what are the options for the ones still reliant on banks?
  • How easy will it be for companies that have used the unsecured bond market to increase exposure again with banks?

Anders Kvist, Senior Advisor, Swedish Financial Supervisory Authority

Maria Gillholm, Vice President – Senior Credit Officer, Corporate Finance Group

Niclas Boheman, Assistant Vice President - Analyst, EMEA Banking

11:30 Sustainability – What are the key risks to the sector due to legislation changes?

Sustainability considerations are becoming ever more important. The development is fast and yesterday's challenges is now a hygiene factor. Rated companies are well-prepared for the 2020 low-energy target for new builds but are there other risks?

  • What are the risks of changing regulation to also cover existing buildings or should the entire building process be included?
  • Will the EU or the Swedish government push for tougher requirements?
  • How will climate change affect views on what is an attractive location? How are companies preparing for this?
  • How is Sweden’s competitive position when it comes to sustainability compared to their European peers?
  • Could tightening environmental legislation become a game changer for real estate companies and what are the credit quality implications?

Led by Maria Gillholm, Vice President – Senior Credit Officer, Corporate Finance Group

Anna Denell, Head of Sustainability, Vasakronan

Lena Hagert Pilenås, Head of Unit – Sustainable Buildings and Energy, Boverket

Anna Jonsson, PhD and Associated Professor, Water and Climate Adaptation Expert, Swedish Meteorological and Hydrological Institute

Sabine Lochmann, Chief Executive Officer, Vigeo Eiris

12:10 Closing Remarks

12:15 Close of Conference

08:30 Registration & Welcome Coffee

09:00 Welcome Address

Matthias Hellstern, Managing Director, Corporate Finance Group

Chairperson: Maria Gillholm, Vice President – Senior Credit Officer, Corporate Finance Group

Presenter: Marie Elvesol, Country Manager Sweden and Head of Relationship Management for the Nordics

09:10 Moody’s Real Estate Sector Outlook: Credit Quality will remain stable in the short-term

Maria Gillholm, Vice President – Senior Credit Officer, Corporate Finance Group

09:35 Panel Discussion: Status of the property market and key risks for the sector

Led by Maria Gillholm, Vice President – Senior Credit Officer, Corporate Finance Group

Arvid Lindqvist, Head of Research, Catella Corporate Finance

Magnus Richardsson, Head of Commercial Real Estate, Nordea

Olivier Chemla, Vice President – Senior Analyst, Sovereign Risk Group

Niclas Boheman, Assistant Vice President – Analyst, EMEA Banking

10:20 Networking & Coffee

10:45 The Regulator’s Plenary Panel: Views and latest developments

The SFSA will decide how much capital banks must hold to cover any losses suffered by real estate companies following a potential property downturn

Henrik Braconier, Chief Economist, Swedish Financial Supervisory Authority

Followed by a panel discussion led by Daniel Harlid, Assistant Vice President – Analyst, Corporate Finance Group

Anders Kvist, Senior Advisor, Swedish Financial Supervisory Authority

Maria Gillholm, Vice President – Senior Credit Officer, Corporate Finance Group

Niclas Boheman, Assistant Vice President - Analyst, EMEA Banking

11:30 Sustainability – What are the key risks to the sector due to legislation changes?

Sustainability considerations are becoming ever more important. The development is fast and yesterday's challenges is now a hygiene factor. Rated companies are well-prepared for the 2020 low-energy target for new builds but are there other risks?

Led by Maria Gillholm, Vice President – Senior Credit Officer, Corporate Finance Group

Anna Denell, Head of Sustainability, Vasakronan

Lena Hagert Pilenås, Head of Unit – Sustainable Buildings and Energy, Boverket

Anna Jonsson, PhD and Associated Professor, Water and Climate Adaptation Expert, Swedish Meteorological and Hydrological Institute

Sabine Lochmann, Chief Executive Officer, Vigeo Eiris

12:10 Closing Remarks

12:15 Close of Conference

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Moody’s Events 

Christopher de Ridder

Events Manager

christopher.deridder@moodys.com