Capital Markets Day 2026 – Agenda

Wednesday, 21 October 2026

•

Verte Hotel, Warsaw

•

Moderated by Tanya Beckett · Journalist, BBC

TIME
SESSION
SPEAKERS
8:30 – 8:50
Registration and Welcome Coffee
9:00 – 9:15
Opening Remarks
Marek Noetzel
Chief Executive Officer, NEPI Rockcastle

George Aase
Chairman of the Board, NEPI Rockcastle
9:15 – 10:15
The Context
Global Macroeconomic and Geopolitical Environment
Jens Larsen
Practice Head, Geoeconomics Eurasia Group
10:15 – 10:25
Comfort Break
10:25 – 11:25
The Product
The Future of Physical Retail and Consumer Trends
Doug Stephens
Business Futurist and Retail Expert
11:25 – 11:40
Coffee Break
11:40 – 13:00
The Investment Opportunity
NEPI Rockcastle’s Case for Solid Long-Term Returns
Marek Noetzel
Chief Executive Officer

Marius Barbu
Chief Operating Officer

Eliza Predoiu
Chief Financial Officer

Anca Nacu
Chief Investment Officer
13:00 – 13:45
The Roundtable
Strategic Investment Decisions in Retail Real Estate in the Era of AI and Changing Social Paradigms
Moderator: Tanya Beckett
Doug Stephens
Business Futurist

Marek Noetzel
Chief Executive Officer, NEPI Rockcastle

Steven Brown
CEO, Fortress · NEPI Rockcastle Board

Analyst
To be announced
13:45
Lunch
15:15 – 18:30
Warsaw Tour
All guests and the NEPI Rockcastle team
This is the preliminary programme and may be subject to change.
Download the Agenda
For any questions regarding the event, please contact the Nepi Rockcastle Investor Relations team at [email protected]

© 2026 NEPI Rockcastle. All rights reserved

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