2016 Event Programme

2nd February 2016

18.30 – 20.30 Drinks reception, Garden Room, Jumeirah Carlton Tower
Hosted by Hotel Analyst


3rd February 2016

8.30 – 9.00 Registration and coffee
9.00-9.10 Welcome and opening remarks

Andrew Sangster, owner of ZTZ Communications, publisher of Hotel Analyst

The returns
9.10 – 9.30 Session 1 – Presentation
What are the investment yields on hotel investment and how do they compare to other property segments? What alternative accommodation segments have adequate data and how does it compare to hotels and other commercial property? How do investors measure the return on alternatives?

Mark Clacy-Jones, Vice President, Research, MSCI


The demand environment
9.30 – 9.50 Session 2 – Presentation
Who are the guests? What is the overlap with traditional hotels? What channels are customers acquired through? Why is this new demand arising?
Tim Sander, Director – On The Move Division, BDRC Continental


The leaders’ perspective
9.50 – 10.30 Session 3 – Panel discussion
What are the challenges when raising money for alternatives? Where are the biggest information gaps and how can they be filled? What are the advantages and disadvantages operationally in being an emerging segment? Which delivers better value: focusing on your brand or building understanding of the segment in which you operate?

Moderator: Andrew Sangster, owner of ZTZ Communications, publisher of Hotel Analyst
Navneet Bali, CEO, Meininger Hotels
Guus Bakker, Chief Operating Officer Europe & Middle East, Frasers Hospitality UK
Tom Walsh, CEO, Staycity
Sean Worker, President & CEO, Bridgestreet

10.30– 11.00   BREAK


Alternatives and the equity markets
11.00 – 11.20 Session 4 – A case study on how it can be done
Feargal Mooney, CEO, Hostelworld


Raising equity finance
11.20  – 12.00 Session 5 – Panel discussion
What is the appetite for hotel alternatives on the stock market? What are the key parts of a successful story? A look at successes and failures.
Moderator: Katherine Doggrell, Production Editor, Hotel Analyst,
Philip Houghton, CEO, Safestay
Goncalo de Vasoncelos, Co-founder and CEO, Syndicate Room
Andrew Harrington, Partner, AHV Associates


The transactions market
12.00 – 12.20 Session 6 – Presentation
Data on deals and investment volumes. Where, when and who.
Presenter: Simon Johnson, Director/ Hotels and Specialists Markets, CBRE Hotels


Why are hotel alternatives an attractive play?
12.20 – 1.00 Session 7 – Panel discussion
Investors discuss the opportunities and challenges. What are the exits? How easy is it to obtain debt in emerging segments?
Moderator: Chris Bown, Deputy Editor, Hotel Analyst
Lisa Neubueser, Director – Hotel Fund Management, Invesco Real Estate
James Chappell, Senior Director, Horwath HTL
Toby Barker, Partner of UK Head of Real Estate Finance, DLA
Nick Chadwick, VP Asset Management, Starwood Capital

1.00 – 2.00  LUNCH  Kindly sponsored by Frasers

One on one with the innovators
Andrew Sangster, Editorial Director, Hotel Analyst
2.00 – 2.15  Session 8 – Interview
Marc Jongerius, Co-founder, Zoku
Hans Meyer, Co-founder, Zoku

2.15 – 2.30  Session 9 – Interview
Interviewer: Katherine Doggrell
Al Gosling, Chairman and Chief Executive, Extreme International


The sharing economy
2.30 – 2.50 Session 10 – Presentation
The impact of peer-to-peer websites on the economics of accommodation providers. How much and how far will it go?
Ian Rennardson, Managing Director, Travel & Leisure Equity Research, Jefferies International

Incremental or substitution: the sharing economy in the real world
2.50 – 3.30 Session 11 – Panel discussion
Is it just regulatory arbitrage? Are peer-to-peer platforms viable distribution channels? How can bricks-and-mortar operators compete?

Moderator: Katherine Doggrell, Hotel Analyst
Ufi Ibrahim, CEO, British Hospitality Association
Roman Bach, CEO, 9flats.com
Frank Reeves, Founder & CEO, Avvio

3.30 – 4.00 BREAK


The dynamics of the UK hotel industry
4.00 – 4.10 Session 12 – Presentation
Paul Slattery, Co-Founder and Director, Otus & Co

The growth of serviced apartments in Europe
4.10- 4.20 Session 13 – Presentation
Jo Layton, MD, The Apartment Service

Assessing the top line performance of hotels and serviced apartments
4.20 – 4.30 Session 14 – Presentation
Thomas Emanuel, Director of Business Development, STR Global


Do serviced apartments offer better returns than hotels?
4.30 – 5.15 Session 15 – Debate
Moderator: Russell Kett,Chairman, HVS London
Eric Jafari, Managing Director – Development, SACO
Shane Harris, CEO, Jupiter Hotels
Marcel Lindt, Business Development Manager, Frasers Hospitality
Paul Johnson, CEO, Kew Green Hotels