Kinstellar Podcasts
Asset Yield: The podcast series of Kinstellar Asset Solutions

Asset Yield: The podcast series of Kinstellar Asset Solutions

August 12, 2020

Welcome to Asset Yield, the podcast series of Kinstellar C/SEE Asset Solutions, where we interview principal investors, originators, advisors, and funders in the world of non-performing and non-core assets of all classes, bringing you front line market insights.

In today's episode Denise Hamer, Head of Kinstellar C/SEE Asset Solutions, speaks with Michaela Lashova, MRICS, MBA, Managing Partner, Forton Cushman & Wakefield, Bulgaria.

Michaela Lashova is CEO and Managing Partner of Forton Cushman & Wakefield, Bulgaria. Michaela joined Forton as Head of the Investment Consultancy & Valuation department after a five-year career at UniCredit Leasing, where she headed the large corporate clients and real estate department. At Forton, she has attracted key international investors and developers and initiated Forton's cooperation with the banking sector. Michaela is a member of the Royal Institution of Chartered Surveyors, RICS Registered Valuer and RICS Ambassador for SEE and holds a Master's Degree in Financial Management from the City University - Washington and Bachelor's Degree in Finance from the University of Illinois in Chicago.

Asset Yield: The podcast series of Kinstellar Asset Solutions

Asset Yield: The podcast series of Kinstellar Asset Solutions

July 15, 2020

Welcome to Asset Yield, the podcast series of Kinstellar C/SEE Asset Solutions, where we interview principal investors, originators, advisors, and funders in the world of non-performing and non-core assets of all classes, bringing you front line market insights.

In today’s episode Denise Hamer, Head of Kinstellar C/SEE Asset Solutions, speaks with Guy Stevens, an independent financial sector consultant.

Guy Stevens is an independent financial sector consultant geographically focused on Central and Eastern Europe, the Middle East, and Africa (CEEMEA), and the UK.  He began his career with Schroders’ Corporate Finance team, advising on bank privatisations in Central and Eastern Europe, and subsequently expanded to the Middle East and Africa following Citigroup’s 2000 acquisition of Schroders’ Investment Bank.  Guy also has worked with Rothschild and UBS.  Having executed over US$50 billion of transactions in the CEEMEA and UK banking sectors, Guy brings a wealth of experience and market insight to a discussion about the current and future financial sector.

Asset Yield: The podcast series of Kinstellar Asset Solutions

Asset Yield: The podcast series of Kinstellar Asset Solutions

July 1, 2020

Welcome to Asset Yield, the podcast series of Kinstellar C/SEE Asset Solutions, where we interview principal investors, originators, advisors, and funders in the world of non-performing and non-core assets of all classes, bringing you front line market insights.

In today’s episode Denise Hamer, Head of Kinstellar C/SEE Asset Solutions, speaks with Timur Peters, Founder and Managing Director of Debitos GmbH.

Based in Frankfurt since 2010, but active in 16 jurisdictions and with nearly 1000 registered investors, Debitos GmbH is one of Europe’s pre-eminent illiquid asset electronic trading platforms.  Traded assets include NPLs, bankruptcy claims, litigation claims, real estate, and all other classes of assets with the exception of registered securities.  Ticket sizes range from a million to billions.  Debitos GmbH also is a major supporter of EU Commission activities in the resolution of NPLs.  As a lawyer, financial consultant and IT specialist, Timur Peters brings to bear a broad range of expertise in dispute resolution, finance and technology, as he discusses Debitos GmbH and the growing role and benefits of technology in the disposition of non-performing and non-core assets.

Asset Yield, the podcast series of Kinstellar Asset Solutions

Asset Yield, the podcast series of Kinstellar Asset Solutions

June 23, 2020

Welcome to Asset Yield, the podcast series of Kinstellar Asset Solutions, where we interview principal investors, originators, advisors, and funders in the world of non-performing and non-core assets of all classes, bringing you front line market insights.

In today’s episode Denise Hamer, Head of Kinstellar Asset Solutions, speaks with Bryan Turner, Director of Resolute Asset Management for Bulgaria.

Bryan Turner advises on and manages non-performing loans (NPLs), as single assets and portfolios, with a particular focus on establishing REO monetisation processes. With extensive property experience throughout Bulgaria, the Balkans and Western Europe, in acquisitions, dispositions, and property development, management, marketing, and consulting, Bryan shares his views on the current and future Bulgarian property market, with a specific emphasis on non-performing assets.

Asset Yield, the podcast series of Kinstellar Asset Solutions

Asset Yield, the podcast series of Kinstellar Asset Solutions

June 10, 2020

Welcome to Asset Yield, the podcast series of Kinstellar Asset Solutions, where we interview principal investors, originators, advisors, and funders in the world of non-performing and non-core assets of all classes, bringing you front line market insights.

In today’s episode Denise Hamer, Head of Kinstellar Asset Solutions, speaks with Gifford S. West, Managing Director International Operations & Business Development, DebtX, about technology in asset sales.

Gifford is responsible for DebtX’s international business activities. DebtX pioneered the first online loan sale platform and has been engaged by banks and governments across Europe to structure and execute successful loan sales. Gifford’s prior experience includes roles in the strategy, risk and capital market consulting groups of Booz, Allen & Hamilton and Oliver, Wyman & Co., in London, Frankfurt, Hong Kong and New York.

Mr. West began his career at Credit Suisse First Boston in the mortgage-backed securities group in London and Tokyo. Mr. West received his Master of Business Administration from The Amos Tuck School at Dartmouth College and his Bachelor of Arts degree in Middle Eastern history from Harvard University.

Asset Yield, the podcast series of Kinstellar Asset Solutions

Asset Yield, the podcast series of Kinstellar Asset Solutions

June 3, 2020

Welcome to Asset Yield, the podcast series of Kinstellar Asset Solutions, where we interview principal investors, originators, advisors, and funders in the world of non-performing and non-core assets of all classes, bringing you front line market insights. 

In today’s episode Denise Hamer, Head of Kinstellar Asset Solutions, speaks with Gustav Hultgren, co-founder of Laub Capital.

Gustav Hultgren co-founded Laub Capital in 2018 with Tobias Thunander. Laub Capital is a Luxembourg-based fund focused on the EU non-performing loan market. Laub Capital acquires portfolios of claims from banks and monetises the claims by partnering with select collection agencies and law firms. Gustav’s distinguished track record in distressed asset management and investment has spanned diverse economic cycles and geographies. Gustav was previously CEO of DDM, an investment firm focused on NPL investments, where he was responsible for the firm's overall direction, including all investment and operational activities, and managed the DDM IPO in 2014 and numerous rounds of debt and equity funding in the capital markets to support the firm’s strong growth. Prior to this, Gustav founded Credit Express in Ukraine, growing it into a leading debt management company on the local market with portfolios in both Ukraine and Russia. He also worked at Lehman Brothers and Deutsche Bank, based in London and Frankfurt, and held several positions in Global Markets and Fixed Income. He received his university degree from the European Business School, London.

Asset Yield, the podcast series of Kinstellar Asset Solutions

Asset Yield, the podcast series of Kinstellar Asset Solutions

May 26, 2020

Welcome to Asset Yield, the podcast series of Kinstellar Asset Solutions, where we interview principal investors, originators, advisors, and funders in the world of non-performing and non-core assets of all classes, bringing you front line market insights. 

In today’s episode Denise Hamer, Head of Kinstellar Asset Solutions, speaks with Karel Smerak, Group Director-Capital Markets and Transactions, EOS Holding (member of the Otto Group). Karel is a real estate finance and NPL professional with two decades of experience in Central and Eastern and South Eastern Europe and Germany. He originates and executes distressed real estate and non-performing loan transactions, with a particular expertise in risk management, capital structure optimisation and asset management.  Having invested in and steered portfolios through previous economic upheavals, Karel joins Asset Yield to discuss current and future investment in performing and non-performing real estate and real estate related assets. 

How the Covid-19 crisis affects the aviation industry

How the Covid-19 crisis affects the aviation industry

May 18, 2020

Welcome to our new podcast and thank you for tuning in to our discussion today. This episode features a discussion between Oleksiy Burchevskyy, the head of the aviation sector at Kinstellar and aviation law specialists Isabelle Lelieur, Thierry Mazoyer, both Partners at Chevrier Avocats, a French boutique law firm specializing in the aviation sector, and Vincent Morand, a senior consultant with DFDL, an integrated international law firm with offices across Southeast Asia. Today’s talk explores how the Covid crisis affects the aviation industry, in particular how airports are surviving the crisis, how lessors handle aircraft leases and repossessions and how airlines policies towards passenger refunds.

Covid-19 Financial Recoveries

Covid-19 Financial Recoveries

April 29, 2020

We were delighted to take part in a special live podcast, where Zdeněk Kučera, head of the Prague TMT and litigation practices, John Wilkinson, Forensic & Integrity Services Partner at EY shared their views and knowledge about Financial Recoveries, for example, how to evaluate the extent of losses due to business interruption, what evidence is necessary to support a claim and how to best mitigate losses. Zdeněk mainly addressed such useful topics as what kinds of damage claims are possible, how to claim losses, and what can be included in a claim. Our thanks to colleagues at EY for our extremely fruitful dialogue and to everyone who tuned in to listen.

The M&A and private equity challenges and opportunities in the CEE region in the context of COVID-19

The M&A and private equity challenges and opportunities in the CEE region in the context of COVID-19

April 24, 2020

Welcome to another Kinstellar podcast on the M&A and private equity challenges and opportunities in the CEE region in the context of COVID-19.

Today, Razvan Popa, Partner and co-head of Kinstellar’s firm-wide Private Equity practice, talks with Cristian Munteanu, Managing Partner of Early Game Ventures, an early-stage venture capital firm based in Bucharest. Their discussion covers the main effects of the COVID-19 pandemic on M&A activity in Romania and across CEE, and outlines Early Game's investment focus, portfolio of companies and investment strategy.

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