Capital Markets Day, 21 October 2026, Warsaw, Poland
Our investors and business partners are at the heart of our journey – shaping the ambitions we pursue and the places we create. We believe the strongest partnerships are built on engagement, openness and trust, and we are committed to staying close to those who share our vision for what comes next.
For two decades, NEPI Rockcastle has built the leading real estate platform across Central and Eastern Europe – a dynamic region of 100 million people, with economic growth outpacing the European average.
We aim to further grow in our core markets, and we are opening an exciting new chapter in Western Europe – expanding our platform in Spain, where we see many of the same fundamentals that have driven our success in CEE.
Thank you for joining us at our Capital Markets Day in Warsaw, Poland.
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 Founder of Retail Prophet |
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 and Founder of Retail Prophet Marek Noetzel Chief Executive Officer, NEPI Rockcastle Steven Brown CEO, Fortress · NEPI Rockcastle Board Valerie Jacob Head of Real Estate Research, Bernstein Société Générale Group |
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. | ||
Tanya Beckett
BBC journalist and broadcaster, hosting NEPI Rockcastle’s Capital Markets Day 2026.
Doug Stephens
Business Futurist and Founder of Retail Prophet
Doug Stephens has been called “the futurist that futurists follow”. As one of the world’s foremost business futurists and retail industry experts, he decodes the forces reshaping commerce and translates them into strategic advantage. As the founder and CEO of Retail Prophet, Stephens is the go-to authority for global brands like IKEA, Nike, Coca Cola, and Louis Vuitton. His dynamic keynotes don’t just explore business transformation; they reveal the surprising competitive advantages waiting for organizations bold enough to reimagine their future in this era of unprecedented disruption.
Stephens is an internationally bestselling author of three books on the future of consumerism including his most recent, Resurrecting Retail: The Future of Business in a Post-Pandemic World. He is currently working on his fourth book, The Future of Competitive Advantage: A Business Plan to Save Your Customers, Your Company, and Democracy, to be released in June 2026.
Stephens’ insights provide a roadmap for businesses seeking to thrive amid radical shifts in technology, consumer behaviour, and competitive landscapes. Stephens’ unique perspectives on trends in economics, technology, and consumer behaviour have made him a sought-after voice in leading global publications and media outlets, with features in The New York Times, The Wall Street Journal, and Fast Company, and on the BBC and CBC. He also sits on multiple corporate and academic advisory boards, including the David Sobey Centre for Innovation in Retail at St. Mary’s University.
As one of the world’s most sought-after business speakers, Stephens offers an ever-evolving array of cutting edge and compelling topics, suitable for any business audience.
Jens Larsen
Practice Head, Geoeconomics Eurasia Group
Jens is the practice head for Eurasia Group’s Geoeconomics team, working at the intersection of politics, economics, and markets. Over his career, he has built extensive experience in macroeconomics, economic policy, and financial markets. Recent topics of interest include the long-term impact of the Covid crisis, changing global supply chains, evolving macro policy regimes, and the economics of climate change.
Prior to joining Eurasia Group, Jens worked as a macro strategist at Wellington Management and as managing director and chief European economist at Royal Bank of Canada Capital Markets. In his public sector career, he spent more than a decade at the Bank of England, working mostly on monetary policy issues. In his last role there, Jens led the Macro Financial Analysis Division, providing financial market analysis to the Monetary Policy Committee during the global financial crisis. He also served as alternate executive director for the UK at the IMF in Washington, DC. Jens has a bachelor’s degree from the University of Aarhus, Denmark, and master’s and doctorate degrees from the University of Southampton, UK, all in economics.
George Aase
Independent Non-Executive Chairman
George Aase is an experienced CFO in publicly traded real estate firms, technology companies and Fortune 100 U.S. multinational industrial firms. He is a highly strategic and business-oriented senior finance executive with extensive experience in leadership roles.
His core specialties include corporate finance, capital markets, IPO transactions, debt financing, international financial operations, international finance and controlling, and investor relations, with over 12 years’ experience in the real estate sector. He led three major initial public offerings in London, Zurich and Frankfurt. Mr. Aase also possesses extensive financing and debt restructuring experience and has managed various portfolios connected with major acquisitions and underwriting.
Mr. Aase was appointed as an independent non-Executive Director on 28 August 2018, and Chairman of the Board on 18 August 2021.
Steven Brown
Non-independent Non-executive Director
Mr Brown has a strong background within the property industry, commencing as a listed property analyst in 2008 for Corovest. Following this, he joined Standard Bank’s Global Markets division in the equity derivatives finance team and thereafter joined the South African real estate division focusing on structured lending and equity transactions.
Since 2013, Mr Brown has been involved with a number of listed real estate companies focusing on deal origination and structuring.
Mr Brown currently acts as Chief Executive Officer and Managing Director of Fortress Real Estate Investments Limited, a company that he joined in December 2015, following the acquisition by Fortress Real Estate Investments Limited of Capital Property Fund.
Marek Noetzel
Chief Executive Officer
Marek Noetzel joined Rockcastle Global Real Estate in 2016 and played an important role in establishing the company’s office in Poland and expanding its operations abroad. In 2017, Rockcastle – a retail real estate company with a significant portfolio in Poland and the Czech Republic – merged with NEPI, which held most of its assets in Romania. Following the merger, he was appointed Executive Director of NEPI Rockcastle on 15 May 2017, responsible for the asset management of the company’s properties in Poland, Hungary, Slovakia, the Czech Republic and Lithuania.
Mr. Noetzel has led a disciplined occupancy strategy and overseen leasing operations, supporting the company’s tenant‑focused growth and contributing to several major retail acquisitions in Poland. Since his appointment as COO in 2022, NEPI Rockcastle has implemented a programme of over €1 billion in acquisitions, strategic developments, and active asset management initiatives, which have supported strong net operating income growth and increased distributable earnings for investors. He is also a member of the Company’s Board and Investment Committee.
Starting 1 April 2026 he takes over the role of CEO of NEPI Rockcastle.
Marek Noetzel has been active in the Polish retail real estate market since 2002, building his professional experience at Cushman & Wakefield. As Head of the Retail department, he was responsible for commercialisation, development, asset management, and investment and financial consultancy services for a wide range of international and local clients.
Eliza Predoiu
Chief Financial Officer
With over 18 years of finance and real estate expertise, Eliza Predoiu has proven expertise in multi-million funding projects, complex business transactions and integration processes of mergers, systems and controls.
She joined NEPI Rockcastle in 2014 as Financial Controller and was promoted to Deputy CFO in December 2018. Mrs. Predoiu took over the interim Chief Financial Officer position effective 1 February 2022, and from 1 June 2022 she was confirmed in her role on a permanent basis.
Prior to joining the Company, Mrs. Predoiu was Deputy Manager at PricewaterhouseCoopers, where she spent six years handling local and cross-border audit assignments and advisory projects in the Romanian and Cypriot offices.
Marius Barbu
Chief Operating Officer
Marius Barbu was appointed COO in April 2026 after serving as Group Asset Director for four years, where he was responsible for optimising the performance of the Company’s investment portfolio of 57 retail assets and overseeing the asset management team. His responsibilities included developing and implementing investment strategies, refining the tenant mix across the portfolio and leading key strategic priorities in operations, marketing, and business transformation at Group level, resulting in a strong contribution to NEPI Rockcastle’s operational excellence and value creation.
He joined the Company as Head of Asset Management in 2012, ahead of its 2017 merger with Rockcastle, a retail real estate company with a significant portfolio in Poland and the Czech Republic. Having been part of NEPI’s growth story from its early days (founded in 2007) when the company owned just two shopping centres and one development site in Romania, he has played a central role in shaping the organisation’s expansion and evolution.
Marius Barbu brings over 25 years of retail experience to the Board.
Anca Nacu
Chief Investment Officer
Anca Nacu joined NEPI Rockcastle in 2013. She initially served as Investments Manager, later advanced to Group Investments Director, and was promoted to Chief Investment Officer effective 1 April 2026.
She has been involved in over €3 billion transactions throughout Central and Eastern Europe, driving investment strategy, capital allocation and high-level negotiations. Anca brings deep expertise and a strong track record in value creation across the region and holds extensive knowledge of the eight CEE markets where NEPI Rockcastle operates, playing a key role in shaping the Company’s growth trajectory.
Prior to joining NEPI Rockcastle, she was a Senior Manager at PwC, where she specialised in audit and financial due diligence across Romania and international markets. She developed broad expertise in transaction execution, financial analysis and risk assessment through complex cross-border projects.
Anca is a member of the Association of Chartered Certified Accountants (ACCA) and holds a Master’s degree from Bucharest University of Economic Studies.
Venue and accommodation
For any questions regarding the event, please contact the NEPI Rockcastle Investor Relations team at [email protected]
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