Carlsberg Byen P/S
Peter worked as a financial advisor to Carlsberg Byen together with other consultants to initiate construction & leasing activities in this landmark development of more than 600.000 m2 fill-in project at the previous Carlsberg production site. The task was to create momentum in the early stage of the project by identifying the best financial structures and thereby identifing the right tenants.
The appointment ended successfully with the UCC signing a lease for their campus of approximately 60,000 m2. Following the advisor role, Peter helped to identify the optimal long-term financing for the UCC project through DKK 1.550 mill. bonds sold forward to institutional investors.
Investeringsforeningen AktieUgebrevet Invest A/S (www.auinvest.dk)
As a member of the Board, I participated in the establishment of AktieUgebrevets Investeringsforening, where the investment philosophy is to follow the investments in the equity portfolio - also known as Japp & Langer's model portfolio.
The objective of the model portfolio is to merge 1) investments in Danish shares and 2) an optimal asset allocation, investing up to 50 percent of the assets in other financial assets than Danish shares, when the Danish equity market cannot deliver enough interesting investment opportunities. Other financial assets are particularly selected ETFs and certificates that typically will not follow the stock market down in bear markets.
Over the years, the portfolio has yielded a return that has consistently exceeded the Danish market.
The investment vehicle was established at the end of 2017 with a capital injection of DKK 75 million.