YELDO Networking Night 2024

Milan, 13 November 2024 – Last week, YELDO hosted its annual event, the YELDO Networking Night, which gathered Real Estate experts, investors from our community, and stakeholders in a charming location in the heart of Milan for an inspiring exchange exploring the potential of private markets.

During the evening, our CEO and Founder Antonio Borgonovo, shared a compelling vision of private markets as a driving force in today’s financial landscape. Antonio took this opportunity to delve into YELDO's focused strategy on Real Estate Private Debt, discussing its performance and proven track record.

Additionally, Antonio engaged with the audience, highlighting the significant growth potential of the Alternative Markets, an area where YELDO is actively operating.

We were also honored to have Federico Ghizzoni, Chairman of Rothschild & Co Italia and former CEO of UniCredit, share his insights. He discussed the growth potential of private debt to fill the widening financing gap in real estate as traditional bank lending contracts globally. Specifically, Ghizzoni highlighted key trends, in addition to the contraction of banking facilities, expected to fuel a boom in private debt, including:

• Shifting Wealth Dynamics: From Baby Boomers to Gen Z, generational shifts will reshape real estate demands, sparking a need for new asset classes.
• Demographic and Technological Change: AI and digital transformation are transforming real estate investments, with technology funding projected to reach $200 billion by year-end.
• Energy Transition: Private markets are primed to support sustainable development in alignment with global efforts to reduce emissions.

With private markets growing from $1 trillion in 2000 to an expected $18 trillion by 2028, Ghizzoni reminded of the importance of fostering greater investor engagement, regulatory clarity, and secondary market transactions to maximize these opportunities.

The evening was expertly moderated by Davide Mosca, Editor-in-Chief of Focus Risparmio, who set the stage for the event and facilitated engaging interviews with YELDO's Investment Team and Senior Advisors. Our Chief Investment Officer, Lorenzo Belloni, and our Chief Financial Officer, Marica di Martino, provided valuable insights into YELDO's investment strategy. They focused on Private Debt, which is still experiencing its Golden Age, discussed its benefits for investors, and delved into the investment evaluation process, the geographical range expansion and the diversification in capital structure.

Cesare Ferrero from Sogemi and Roberto Mangiavacchi of Impresa Percassi provided insights into the latest trends in the real estate market. They discussed the major macro trends, the sector's outlook, and the policies necessary to support its development. Additionally, they addressed the demographic and social trends impacting the industry and the regulatory changes currently shaping the real estate landscape in Italy.

The event offered a unique platform for our investors and the entire YELDO team to come together, strengthen relationships, and explore future opportunities. It provided invaluable insights into the future of private markets, real estate investing and the evolving market landscape. Participants openly shared their experiences, significantly enriching each other’s understanding.

We are immensely thankful to everyone who joined us and contributed to the success of the YELDO Networking Night. Below are some photos from the event that capture the vibrant spirit of the evening.