Treasury in Housing 2022 e-brochure

In partnership with 

TREASURY 

IN HOUSING 

CONFERENCE & EXHIBITION 

LONDON | 4 OCTOBER 2022 

Book by 

Friday 

9 September 

to save £100 

Sponsored by 

Financial leadership 

through uncertainty 

Royal College of Physicians, London 

Book your place today at 

treasury.housing.org.uk 

Click here to book online | events@housing.org.uk | 020 7067 1066 | @natfedevents #NHFTreasury

About the event 

Join the social housing sector’s treasury 

and finance leaders, investors, policy 

experts, advisors and government officials 

to hear the next steps they are taking to 

deliver sustainable growth. 

The diverse range of exclusive content 

available will allow you to discuss the 

subject in greater depth, tapping into the 

knowledge of key stakeholders and your 

peers that will give you the opportunity to 

learn from the best and build up a bank of 

valuable resources. 

We’re looking forward to seeing you 

in London on Tuesday 4 October 

where you can benefit from the expert 

speakers and discussions on the day. 

At this year’s Treasury in Housing, we’re 

focusing on how you can lead your 

organisation through challenging times and 

leverage opportunities ahead. Some key 

themes we’ll be focusing on include: 

• Decarbonisation costs and the impact on 

borrowing. 

• Security charging as part of an integrated 

treasury strategy. 

• New lenders on the horizon. 

• Stress testing portfolios for risk mitigation and 

resilience. 

• Get up to speed on all the basics with our 

Treasury 101 stream. 

Leave Treasury in Housing knowing that you 

have the knowledge to help your organisation 

and community to move in the right direction 

and take advantage of insights from sector 

leaders. 

Group offer 

It’s really productive to attend 

events with your colleagues to discuss and 

develop ideas that can be applied to your 

organisation, so we have a multi offer where 

you can register two people you get a third 

half price. 

“ 

A great conference, filled with 

high calibre speakers and 

really informative debate. 

Greenberg Traurig 

Buy two 

get a third 

half price 

Click here to book online | events@housing.org.uk | 020 7067 1066 

1

Speaker highlights 

Meet your chair 

“A lot’s changing in the housing 

association financing space and the 

economy. And there are big challenges 

ahead. It’ll be a good point to stop and 

reflect how we should manage risks, take 

advantage of opportunities and run the 

best businesses that we can.” 

Speakers 

Gemma Bourne, 

Investment Director, Big 

Society Capital 

Jane Castor, 

Chief Financial Officer, 

Thirteen Group 

Ben Denton, 

Chief Executive, L&G 

Affordable Homes 

Vimal Gaglani, 

Director of Treasury and 

Financial Planning, Abri 

Paul Johnson, 

Director, Institute for 

Fiscal Studies 

Caroline Stockmann, 

Chief Executive, 

Association of Corporate 

Treasurers 

Tariq Kazi, 

Director of Corporate Finance, Optivo 

“ 

Well-organised and really useful, the annual 

conference is always an essential event. 

Head of Treasury, The Wrekin Housing Group 


2

Agenda at a glance 

08:30 Registration opens 

09:25 Opening remarks from the chair 

Tariq Kazi, Director of Corporate Finance, Optivo 

09:30 Preparing for a different economy in the future 

Paul Johnson, Director, Institute for Fiscal Studies 

Book your 

place by Friday 

9 September to 

save £100 

10:00 Supporting residents with the steep rise in the cost of living 

Jane Castor, Chief Financial Officer, Thirteen Group 

Dr Charlotte Carpenter, Executive Director, Growth and Development, Karbon Homes 

Ben Denton, Chief Executive, L&G Affordable Homes 

10:40 Changing paradigms and circumstances: how is macro-economic volatility impacting the social housing sector? 

Will Perry, Director of Strategy, Regulator of Social Housing 

11:20 Networking break and meet the exhibitors 

11:45 Breakout sessions – please select one option 

Are the Environmental, Social, 

and Governance (ESG) bonds 

working in practice? 

David Averre, Head of Credit 

Research, Insight Investment 

Lauren Fradgley, Treasury 

Manager, Stonewater 

Stress testing portfolios for risk 

mitigation and resilience 

Vimal Gaglani, Director of 

Treasury and Financial Planning, 

Abri 

Maÿlis Chapellier, Analyst, 

Moody’s Public Sector Europe 

Exploring unsecured lending 

Matt Cooper, Places For People 

Lucy Dale, Director, BlackRock 

Treasury 101: Step by step guide 

to treasury management 

Piers Williamson, Chief Executive, 

The Housing Finance Corporation 


3



Decarbonisation costs and the 

impact on borrowing 

Future of rents: post-2025 rent 

settlement 

Exploring joint venture 

opportunities with developers 

Treasury 101: Investor relations 

best practice 

James O’Connor, Director of 

Corporate Finance, pobl 

Gareth Jones, Managing 

Director, Communities, Santander 

UK Corporate & Commercial 

Ben Pringle, Programme 

Manager, Social Housing 

Decarbonisation Fund, 

Department for Business, Energy 

and Industrial Strategy (BEIS) 

Ed Barber, Policy Assistant, 

National Housing Federation 

Matthew Bolwell, Finance 

Director, Peabody 

Helen Collins, UK Board Director 

- Head of Affordable Housing 

Consultancy, Savills 

Chris Harper, Partner, Bevan 

Brittan 

Chair: Wendy Wilks, Partner, 

Bevan Brittan 

Hursh Shah, Head of Capital 

Markets, British Land 

Denise Campbell, Head of 

Treasury, Great Places Housing 

Group 


13:30 Lunch and learn: New lenders on the horizon 

Nathan Mallows, Director of Finance and ICT, Coastline Housing 

Oriane Auzanneau, Director, ARA Venn 

Richard Green, Partner, ARA Venn 

“ 

I attended because I needed to increase my knowledge in this area 

as a board member. It was worthwhile not only to get to grips with 

the current environment but also to appreciate some of the technical 

aspects that professionals are working with at the moment. 

Teign Housing 


4



What factors are affecting 

stock valuations now with the 

next 12 months ? 

Richard Petty, Head of Living, 

JLL 

Security charging as part of an 

integrated treasury strategy 

Rosemary Farrar, Chief Financial 

Officer, Platform Housing Group 

Jane Harrison, Finance Director, 

Soho Housing 

Pros and cons of creating 

private equity deals with the 

for-profit sector 

Gemma Bourne, Investment 

Director, Big Society Capital 

Treasury 101: Refinancing within 

your treasury strategy 

Anna Wallace, Treasurer, Hyde 

Group 


15:20 Assessing the impact of rising energy costs on the sector 

Marcos Navarro, Director & Sustainability Lead, NatWest 

Jonathan Marshall, Senior Economist, Resolution Foundation 

16:05 Treasury leadership through challenging economic times and beyond 

Naomi Dobraszczyc, Director of Finance & Resources, Nottingham Community Housing Association 

Caroline Stockmann, Chief Executive, Association of Corporate Treasurers 

Martin Watts, Director of Treasury, L&Q 

Book your 



save £100 

16:50 Chair’s closing remarks and end of the conference 

Tariq Kazi, Director of Corporate Finance, Optivo 


5

Meet your sponsors 

An essential part of conference attendance is the opportunity to connect with 

sponsors and exhibitors to explore services and solutions that can help your 

organisation deliver its mission and social purpose. 

At Treasury in Housing 2022, we’ve left plenty of time in the programme for 

you to browse the exhibition, catch-up with leading suppliers, view product 

demonstrations and find out more about their offer. 

Pop by the exhibition when it suits you or if you prefer to plan your day, contact 

the supplier directly to book an appointment. 

For more information about sponsoring and/or exhiting at the event please contact Julian Hurst or 

Ryan Coleman at Foremarke Events on housing@foremarke.uk.com or by calling 0208 877 8899 


6

Meet your sponsors 

Louise Leaver 

Partner 

louise.leaver@bevanbrittan.com 

0370 194 7904 

www.bevanbrittan.com/housing 

Richard Petty 

Head of UK Living – Valuation Advisory 

richard.petty@eu.jll.com 

07767 413631 

www.residential.jll.co.uk/sectors/ 

affordable-housing 

Charlotte D’avola 

Partner 

charlotte.davola@ 

penningtonslaw.com 

020 7457 3000 

www.penningtonslaw.com 

Alex Morgan 

alexander.morgan@savills.com 

07976 539 243 

www.savills.co.uk/sectors/ 

affordable-housing.aspx 

Bevan Brittan is a UK-Top 100 national 

law firm and market-leader within 

housing, local and central government 

and health and social care. Contact our 

award-winning team today to gain expert 

and solutions-focused legal advice that 

will enable delivery of your strategic 

objectives. 

A dedicated team of affordable housing 

experts at JLL work with registered 

providers, funders, investors and 

stakeholders to deliver trusted advice 

and assurance. JLL help their clients by 

identifying and optimising the value of 

housing assets, making them work harder 

financially also ensuring a profound and 

lasting impact on communities. 

Penningtons Manches Cooper is a leading 

UK and international law firm that is 

recognised as a top class provider 

of legal advice to the social housing sector. 

Our award-winning team is able to provide 

a full range of legal services to the sector, 

and has been praised for its creative 

solutions. It consists of dedicated social 

housing finance and property charging 

lawyers who work closely with housing 

providers on a range of bonds, private 

placements, loans and ongoing treasury 

Savills provides consultancy services to 

housing associations, local authorities, 

universities and residential investors. 

Combining development consultants, 

valuers, building surveyors, treasury 

specialists and management consultants 

they provide an integrated service. Their 

clients benefit from value for money, 

viability, de-risking and delivery while 

ensuring their advice is of the highest 

quality. 


7

Booking information 

Group offer 

Buy two 

get a third 

half price 

It’s really productive to attend events 

with your colleagues to discuss and 

develop ideas that can be applied 

to your organisation, so we have a 

multi offer where you can register two 

people you get a third half price. 

Alternatively please email our 

Customer service team or book by 

credit/debit card over the phone by 

calling 0207 067 1066. 

Member 2000 homes 

Public sector / Not for profit 

Private sector 

or contact us 

events@housing.org.uk 

020 7067 1066 

Early bird – book 

by Friday 9 September 

£245 

£345 

£395 

£525 

Standard 

£345 

£445 

£495 

£625 

Book your 



save £100 

“ 

Very topical, broad agenda 

which at the same time covered 

subjects in depth. 

United Welsh 


8

What matters to you, matters to us 

At Bevan Brittan we immerse ourselves in the challenges faced by the housing sector. Our highly-skilled 

lawyers have built up exceptional knowledge and gained invaluable experience to deliver you with a confident, 

rounded view on the issues of the day – whether advising on development and JV funding, grant funding, bank 

funding, capital markets and private placements, optimal charging or helping you achieve your sustainability 

and diversity objectives. 

On a foundation of partnership, market insight and commercial strength, we proactively and passionately 

deliver legal and regulatory advice that generates outstanding results and truly delivers value for our clients. 

Louise 

Leaver 

Partner 

0370 194 7904 | 07789 909685 

louise.leaver@bevanbrittan.com 

Birmingham | Bristol | Leeds | London | Bevan Brittan LLP | @BevanBrittanLLP | www.bevanbrittan.com | 0370 194 1000

Affordable 

housing 

JLL are valuers, surveyors and property advisers. We have worked in the sector for over 25 years. We have a team 

of over 70 affordable housing specialists working throughout the UK. We advise RPs, funders, investors and developers, 

to help our clients optimise the value of social housing and commercial assets for lasting, social purpose. 

Contact: 

Richard Petty | richard.petty@eu.jll.com | +44 (0)7767 413 631 | jll.co.uk/residential

SUPPORTING YOUR 

TREASURY PLAN 

Penningtons Manches Cooper is a leading UK and international law firm that is recognised as a top class provider 

of legal advice to the social housing sector. 

Our award-winning team is able to provide a full range of legal services to the sector, and has been praised for its 

creative solutions. It consists of dedicated social housing finance and property charging lawyers who work closely with 

housing providers on a range of bonds, private placements, loans and ongoing treasury management matters. The 

team is supported by intelligent IT systems to streamline the flow of information and reduce administrative time. 

Clients include housing associations, ranging from organisations with fewer than 1,000 homes to some of the largest 

housing providers in the country, local authorities, local housing companies, investors and consultants active in the 

sector. Penningtons Manches Cooper is proud to be a sector supplier to National Housing Federation members. 

CHARLOTTE D’AVOLA 

PARTNER 

charlotte.davola 

@penningtonslaw.com 

To find out more, please contact +44 (0)20 7457 3000, 

email info@penningtonslaw.com or visit us online 

at www.penningtonslaw.com. 

PENNINGTONS MANCHES COOPER LLP 

LONDON BASINGSTOKE BIRMINGHAM CAMBRIDGE GUILDFORD OXFORD READING 

MADRID PARIS PIRAEUS SINGAPORE 

Penningtons Manches Cooper 

Incorporating Thomas Cooper 

www.penningtonslaw.com

SAVILLS FINANCIAL 

CONSULTANTS 

Trusted debt and treasury management 

advisers to UK housing associations 

In the past 18 months alone, Savills 

Financial Consultants has supported its 

clients in raising and restructuring £5bn of 

debt finance. We are the retained advisor 

to 50 UK housing associations. 

To find out how we can help you, please get in touch: 

Regulated by the FCA, our services include: 

• Debt Advice 

• Treasury Strategy and Policy 

• Interest Rates and Derivatives 

• Business Planning and Stress Testing 

• Credit Rating Advisory Services 

ABACUS:SFC, our debt and derivatives 

management system, makes treasury 

management easy whilst giving you 

confidence in your financial decisionmaking. 

Patrick Hawkins 

Director 

Savills London 

+44 (0) 7700 938 168 

phawkins@savills.com 

Alex Morgan 

Director 

Savills Bristol 

+44(0) 7976 539 243 

alexander.morgan@savills.com 

Mike Roche 

Director 

Savills Manchester 

+44 (0) 7812 965 486 

mroche@savills.com

As an NHF member, you have access to special rates or services from our Preferred Suppliers 

– reputable partners who have expertise within the social housing space. We negotiate 

preferential terms and conditions with these partners to help you save money, so that you 

can use your resources as efficiently as possible to deliver on your social mission. 

Our Preferred Suppliers 

Isio 

New but established. Isio’s twenty partners led the 

pioneering pensions practice at KPMG, from where 

they originate. Simplifying the language and work 

around pensions, Isio provide a tailored service for 

housing associations. 

My Home Contents Insurance 

My Home is an affordable and flexible scheme 

designed to protect your tenants against a whole 

range of risks and there’s no cost to you as a 

member. 

MRI Real State Software 

Our preferred housing management solutions 

provider, MRI (former Castleton), offers a range of 

services to support your business operations and 

digital initiatives, offering 10% discount for NHF 

members. 

Phoenix Software 

Phoenix Software is the UK’s leading supplier of 

software, hardware, devices, IT solutions and Software 

Asset Management services to housing associations 

in the UK. They offer members up to 60% off selected 

products and services 

RenKap 

RenKap help public sector landowners to boost their 

development capacity through tech so they can 

deliver homes at scale. Their first product, Automated 

Site Investigation allows their clients to complete the 

laborious site investigation works at a click of a button 

and reduce their in-house management time from six 

weeks to under one hour. 

Vantage UAV 

Vantage UAV is a drone services and solution company 

that can support projects on asset management, 

building safety, development, and regeneration. Their 

drones obtain high quality images of buildings in a 

safer, faster and more accurate way so that you can 

make informed decisions. 

Find out more: 

housing.org.uk/suppliers

The NHF’s Sector Suppliers are trusted companies that have been carefully curated and 

selected to provide expert advice and solutions for your organisation and its needs. 

Save time and money on research. 

Work with suppliers who understand your needs and have experience in working in the social housing sector. 

Our Sector Suppliers: 

AceOn 

Pioneering renewable energy 

and battery specialists 

supporting organisations in 

meeting Net Zero Carbon 

targets. Products provide an 

income stream for housing 

associations, whilst lowering 

tenant electricity bills and 

reducing carbon. 

Advantage Utilities 

Advantage Utilities is a forward 

thinking, energy and utilities 

consultancy passionate about 

helping housing associations cut 

costs, improve efficiency and 

achieve Net-Zero ambitions. 

CalQRisk 

Online governance, risk 

management and compliance 

solutions specifically tailored for 

housing associations. 

CG Bonds 

Specialising in the procurement 

of performance bonds on behalf 

of housing associations. 

Hilti 

Supplying products and services 

that provide construction 

professionals with innovative 

solutions and superior added 

value. 

Integrator Housing 

Solutions 

Cloud based solutions for 

housing associations to manage 

their data on their path to net 

zero. 

Life & Progress 

Providing modern Employee 

Assistance Programmes, 

confidential ‘support inthe-moment’ 

counselling, 

professional advice and 

practical information to 

residents. 

Mobysoft 

Social Housing intelligence 

software to help landlords 

protect and maximise revenues, 

mitigate welfare reforms and 

embed efficiencies. 

Parking Control 

Management (UK) Ltd 

(PCM) 

Parking Control Management 

(UK) Ltd (PCM) provides costneutral 

parking management 

services to commercial and 

residential clients across their 

privately owned car parks 

Pennington Manches 

Cooper 

Recognised for providing 

premium legal advice across a 

wide range of clients within the 

social housing sector. 

SHIFT Environment 

Providing environmental 

reporting services, specialising in 

consultancy for social landlords. 

They transform your data into an 

excellent environmental report 

covering all environmental issues. 

Find out more: housing.org.uk/suppliers

Treasury in Housing 2022 e-brochure

Create successful ePaper yourself

Delete template?

Save as template?