Both small and larger Slovak or foreign investment funds investing in real estate enjoy constant high attention among Slovaks.
However, in addition to setting up fund structures, managers and real estate entrepreneurs also use various other regulatory regimes to raise capital.
These include bond financing, crowdfunding, promissory notes or conventional bank financing.
Alternative real estate-related assets are also gaining prominence nowadays.
In addition to technical and legal-administrative challenges, such as tokenisation of real estate, investors in our space are increasingly interested in investing directly in real estate abroad.
Jurisdictions such as the United Arab Emirates, Spain or Montenegro are particularly popular these days.
And managers/founders of such investment opportunities need information on the regulatory options for raising capital and the tax structures for such investments.
Thus, at the conference we will talk not only about small or larger funds, their establishment and operation, but also about the possibilities of establishing funds abroad and the opportunities for Slovak investors to invest in such funds.
We will also discuss the legal, tax and regulatory requirements for various alternative forms of raising capital, which are relatively frequently used in practice.
Last but not least, we will also look at various tax highlights (income tax and VAT) and tax optimization options for small as well as larger developments in Slovakia or abroad, as well as when setting up fundraising structures (Slovak and foreign funds, bond issues, crowdfunding, promissory notes, investment certificates, …).
Last but not least, we will also look at current investment sentiment and forecasts for the future.
These will be discussed by people with experience in raising capital, bank financing or communicating with investors.
You have a lot to look forward to.
Peter Grančič has been a director of HB Reavis CEREIF since 2011. His main role is to oversee the entire portfolio, related operations and investor relations. He is a driving force within the team with the goal of consistently delivering double-digit returns. Prior to joining HB Reavis Investment Management, Peter spent nine years in Citigroup's Investment and Corporate Banking divisions. He was involved in a number of significant regional transactions with leading global and regional companies and institutions. These included the creation and structuring of various debt facilities, corporate reorganizations, as well as project financings. Peter is a graduate of the University of Economics in Bratislava.
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Tomáš Ambra works at the National Bank of Slovakia as Head of the Regulation and Methodology Department in the Capital Market Supervision Department. He started his work for the regulator in 2008. He started his career with the regulator in 2004, working for the then Financial Market Authority. After its merger with the National Bank of Slovakia, he worked as an expert primarily on the regulation of collective investment and investment services, where he participated in the drafting of several Slovak regulations, for example the recodification of the Collective Investment Act. In addition, he has participated in the drafting of several European directives and regulations as a member of ESMA or EIOPA expert groups. Later, after moving to a management function, he became responsible for the overall development of NBS regulation in the capital market area. He is also an alternate member in ESMA representing the NBS.
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Michal Kiska studied economics and finance at the London School of Economics. He worked as a credit analyst for small and medium-sized enterprises at VUB Bank. Later, at Fitch Ratings in London, he rated mortgage-backed bonds worth several billion euros. Since 2015, as Vice-Chairman of the Board of Directors, he has been building a P2P company Zinc Euro, a. s. with his father Jaroslav Kiska and brother Maroš, in which investors have so far invested almost EUR 80 million.
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Tomáš Demo is the co-founder of Highgate Group, a consulting group providing comprehensive legal, tax and accounting advice under one roof. Prior to founding Highgate Group, he worked as an associate in the Bratislava office of the international law firm Allen & Overy, where he focused on cross-border M&A transactions and corporate law. Tomas is a specialist advisor on M&A, private equity and venture capital transactions and corporate acquisition structures. Among other things, Tomáš led the advisory team of Highgate Group in the establishment of the first European Venture Capital Fund (EuVECA) in the V4 countries and advised on the establishment of several Slovak AIF funds focused on venture capital and real estate investments.
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At Welltis, Andrej Tonkovič focuses on real estate and corporate finance with a focus on acquisitions. He graduated from the University of Westminster in London with a degree in Finance. During his studies he interned at a bank in the structured finance department. After graduation he worked in a Slovak bank as a product specialist in the Factoring and Trade Finance department. He worked briefly in a private equity fund as a project manager. Subsequently, he founded a consulting company, which primarily focused on economic consulting in company acquisitions and real estate projects.
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Pavol Hajdu works as Head of Real Estate Fund Management and currently manages the largest real estate fund on the Slovak market with a 16-year history at 365.invest. He is responsible for the performance and NAV of real estate funds, liquidity management, coordination of the asset and transaction department, new investments and external financing. During his career, he has gained nearly 25 years of experience in the world of corporate banking. He has been involved in corporate banking in the areas of structured finance and real estate finance. He graduated with an MBA Senior Executive from Nottingham Trent University.
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Roman Baranec is an associate at Highgate Law & Tax. Previously, he worked for 6 years as a lawyer for the international property development group HB Reavis, where he was primarily involved in M&A transactions, legal advice to the investment management arm of the group and financing of the group through bond issues on the Bratislava and Prague stock exchanges. Roman's current focus is on financial regulation and capital markets, with an emphasis on advising on the establishment and operation of investment funds and bond financing. Roman also advises clients doing business in the cryptocurrency space on the overlap of their activities into financial regulation.
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Peter Povala has more than 15 years of experience in the finance and real estate industry. He is currently a strategy advisor for Crowdberry, an investment crowdfunding platform. He is responsible for building a crowdfunding platform for SME and real estate lending. Since 2010, he has worked for international property developer HB Reavis in various roles, where he managed equity and debt project transactions and was deal captain in equity raisings for HB Reavis. He concluded his tenure at HB Reavis as a strategic advisor to top management. Prior to that, he worked at Deloitte in the department of financial modelling and valuation of companies. After studying economics and management in Bratislava and Vienna, he worked at the Institute of Financial Policy at the Ministry of Finance of the Slovak Republic, where he was responsible for modelling and forecasting inflation and the exchange rate of the Slovak koruna.
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Martin Kedro has been working since 2013 in the subsidiaries of Tatra banka, a.s., namely in Tatra Asset Management, administrat. spol. a.s. as Compliance Officer and also in the Supplementary Pension Company of Tatra banka, a.s. as Internal Auditor. His main professional activity is monitoring, commenting on and implementing legislation related to collective investment and the third pension pillar, as well as participating in the development of opinions and comments of the Slovak Association of Management Companies and the Association of Supplementary Pension Companies within the Slovak and European legislative processes. Martin is also a member of the Fund Regulation, Asset Protection & Service Providers Committee of EFAMA.
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Miroslav Hilčík holds the position of Senior Investment Manager in the investment group WOOD & Company, where he is currently responsible for managing investments in the office buildings sector in Slovakia and Poland. In addition to office asset management, he has extensive experience in obtaining bank financing, where he has led several projects with a total cumulative volume of more than EUR 600 million, including the refinancing of the Aupark shopping centre in Bratislava by a syndicate of six banks in the amount of almost EUR 230 million. Miroslav also has several years of experience in investment banking and has been involved in advisory mandates in the pharmaceutical, road infrastructure, FMCG, utilities and energy sectors. The most significant mandate was financial and project advisory services to the Ministry of Transport of the Slovak Republic on the D4/R7 public-private partnership (PPP) project.
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Michaela Ochmanová has been working in the commercial real estate segment for 15 years. She is currently responsible for the management of YIT Slovakia's commercial real estate portfolio, including leasing, acquisitions, disposals and asset management. Currently, she and her team are responsible for the sale of a unique project in a rare location - ZWIRN OFFICE. In the previous 3 years they have successfully secured the lease of a unique cultural historical monument - Pradiarna 1900 by tenants such as Microsoft, Erste Private Banking, Takeda Innovation and Capability center. She also combines practical experience with academia through studying for an MSc Real Estate Investment and Finance at the University of Reading and is a Fellow of the Royal Institution of Chartered Surveyors (RICS). Prior to YIT, she held the position of Director of Occupier Services at Colliers International, where she was responsible for a team that was responsible for, among other things, maintaining and improving the quality of service in the Slovak market in the area of tenant representation through the implementation of change management and workplace strategy.
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Martin Čapo is the director of the real estate agency RIEŠIME BÝVANIE, where for 19 years he has been devoted primarily to the development of brokerage services on the residential real estate market. As Vice President of NARKS, he was behind the implementation of nationwide real estate broker licensing and an accredited course. For 15 years, he was a real estate consultant on the TV JOJ show New Housing. His current focus is on digitalisation in the mid and long term rental market as co-founder of the mobile platform REBBID.
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Peter Varga is a partner at Highgate Group, where he focuses on financial regulation and tax structuring and consulting. Prior to founding Highgate Group, he worked for several years at the international law firm Dentons, where, among other things, he participated in the second historic cross-border IPO of a Slovak issuer. As part of Highgate Group, Peter has helped to establish a number of Slovak or foreign funds. He advises clients on setting up fund or crowdfunding structures, bond issues or various loan schemes and represents clients in proceedings before the NBS and the financial administration. Peter lectures, writes articles and is relatively active in the legislative process. For example, he was involved in the new more flexible legislation on small funds, some tax changes in the financial market area or the development of a methodological guideline on the definition of collective investment.
inMiesto: Grand Hotel River Park
Speaker: Peter Varga (Highgate Group), Tomáš Ambra (National Bank of Slovakia)
Panelisti: Roman Baranec, Tomas Demo (Highgate Group), Peter Povala (Crowdberry)
Speaker: Peter Varga (Highgate Group)
Panelisti: Michal Kiska (Zinc Euro), Roman Baranec (Highgate Group)
Speaker: Peter Varga (Highgate Group)
Speaker: Martin Čapo (We solve housing), Peter Varga (Highgate Group)
Panelisti: Pavol Hajdu (365.invest), Martin Kedro (Tatra Asset Management), Roman Baranec, Tomas Demo (Highgate Group)
Speaker: Peter Varga (Highgate Group)
Panelisti: Peter Grančič (HB Reavis Real Estate Investment Management), Roman Baranec (Highgate Group)
Speaker: Peter Varga (Highgate Group)
Speaker: Michaela Ochmanová (YIT Slovakia)
Panelisti: Miroslav Hilčík (Wood & Company), Andrej Tonkovič (Welltis), Peter Varga (Highgate Group)
Speaker: Tomas Demo (Highgate Group)
Part 1 of the conference (8:45 – 13:15)
Entrance to the lectures in the selected section – 8:45 – 13:15
Refreshments
Joint networking lunch
Networking at the selected wine collection from 17:30
Limited number of tickets
2nd part of the conference (12:15 – 17:30)
Entrance to the lectures in the selected section – 12:15 – 17:30
Refreshments
Joint networking lunch
Networking at the selected wine collection from 17:30
Limited number of tickets
Full conference
8:45 – 17:30
Unlimited access to lectures throughout the day
Refreshments
Joint networking lunch
Networking at the selected wine collection from 17:30
Limited number of tickets
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Highgate Law & Tax
Nivy Tower, Mlynské Nivy 5,
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Slovak Republic
Highgate Accounting
Nivy Tower, Mlynské Nivy 5,
821 09 Bratislava
Slovak Republic
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