Iain Lock
Managing Director Health, Avison Young (Chair)
Iain is a Chartered Surveyor of nearly 40 years’ experience and has specialised in the healthcare sector for the past 32 years. He is a past Director of Christie & Co and Savills and is now Managing Director of Health at Avison Young, one of the largest teams in the sector in the UK.
As an experienced advisor, agent and valuer Iain has been involved in significant transactions for clients including operators, developers, lenders and investors, covering trading business assets, investments and developments. He is an RICS Registered Valuer.
He has a particular interest in the retirement living with care markets and acts for many of the main participants in this growing sector. He provided a paper to the Law Commission in its review of Event Fees in the sector and during 2016 acted as an expert on the same subject in a High Court action.
Iain has acted for a wide range of clients on subject to planning and consented land and turnkey and trading asset deals in the care home, retirement village and extra care sectors.
His team covers the full spectrum of assets in the healthcare markets including elderly, specialist care, private hospitals, clinics and primary care. Avison Young is instructed on a very high proportion of public sector work across may government departments and with the Avison Young planning and strategic development teams the Health team is increasingly working on health as part of urban regeneration.
Iain acts as an Expert in the sector having taken expert appointments on in the region of 100 cases over 25 years with significant court experience as part of that undertaking.
Nick Sanderson
Chief Executive, Audley Retirement
Nick Sanderson is CEO of Audley Group the UK’s largest developer and operator of luxury retirement villages.
In the 1980’s with Dr Andrew MacDonald he founded, operated and then sold Beaumont Healthcare, one of the first corporate providers of private pay nursing care homes. In 1986, that company created close care housing which offered independent living to older people in their own homes adjacent to a Beaumont care home.
After 5 years of public/private partnerships, in the early nineties he created Audley to develop a portfolio of private retirement villages. Retirement villages offer independent living to older people in purchased homes with flexible care and support to allow them to stay in place throughout their life.
The first two award winning schemes in Tunbridge Wells and Harrogate were completed by 2004. In 2008 he formed a partnership with Moorfield Group.
Audley now has 21 schemes in its programme with nearly 2500 units with a GDV approaching £1bn. The company has over 2500 customers and over 850 staff.
Mayfield Villages was launched to provide the Audley offer at a more affordable price.
Audley, together with its largest investor PFA, launched Evia Living in 2020 to introduce Audley quality retirement villages to Denmark.
The Group is multi award winning.
Nick is a Chairman of the Association of Retirement Community Operators and a member of the Standards Committee.
He is a regular speaker at national and international conferences and a contributor to several publications. He has acted as an advisor to both the public and private sector.
Paula Broadbent
Managing Director, Lovell Later Living
Paula has over 30 years’ experience working with older and vulnerable people across registered care and specialist housing. She moved into the private sector in 2009 after 20 years in the delivery, management, development, commissioning and de-commissioning of specialist housing and social care services. Paula is committed to shaping places and accelerating the provision of age-appropriate housing-based solutions to meet the demand of our increasingly ageing population. She has been instrumental in public and private sector partnerships and placing the needs of older people at the centre large scale regeneration in North Yorkshire. She is now leading innovative models of housing and care, challenging the status quo, to deliver new approaches to both specialist housing with access to nursing care in partnership with local authorities and freehold home ownership for over 55’s.
Kieren Cole
Partner - Healthcare Valuation & Advisory, Knight Frank
A Chartered Surveyor since 2000, Kieren has experience in providing valuation and consultancy
services to lenders in the healthcare, retail and licensed/leisure market. Kieren is responsible for
commercial valuations across the healthcare sector, including care homes, independent
hospitals, close care/extra care developments and other healthcare properties.
Kieren provides both trading and investment valuations for secured lending and portfolio
valuations for major high street banks, private equity houses and corporate, charitable and
private operators. Other key areas include strategic advice to care home operators from private,
public and charitable sectors.
Kieren also has experience of preparing reports under Civil Procedure Rules and being
instructed in the capacity of Single Joint Expert, including reporting to Court for matrimonial
settlement purposes. He recently achieved RICS accredited Mediation status and is also a
trained RICS APC Assessor.
Helen Jones
CEO, Allegra Care
Helen is the CEO of Allegra Care, a seniors nursing home provider, with 8 homes in regional England.
Helen is also the COO of Amicala, a new start in the retirement communities sector.
Prior to moving to England in 2017, Helen held senior roles within the Australian care home and
retirement living industry as General Manager for TriCare Nursing Homes (1,200 residents), Chief
Operations Officer for Domain Principal Group (5,000 residents) and Executive for Strategy,
Standards and Service Development with Australian Unity Independent and Assisted Living (3,000
residents, 55,000 home care clients).
Helen holds tertiary qualifications in adult education, specialising in literacy and workplace capability
and health science management. Helen has completed several studies covering industrial relations,
psychology in business, standards implementation, and corporate governance.
Helen undertook global research to shape her award-winning residential care service model. Helen
was the first aged care recipient of the Endeavour Executive Australia Award, and is a past Board
member of the Common Age Association, a charitable organisation focused on improving aged care
standards in all Commonwealth countries.
Since arriving in the United Kingdom, Helen has established herself in the seniors living industry,
participating in think tanks and APPGs in the House of Lords, engaged with Care England and with
the National Care Forum, and formed collegiate relationships with leading care providers. In
addition, Helen has assessed the performance of over 170 care homes and undertaken site
inspections on more than 80 homes.
Helen considers it both a privilege and tremendous opportunity to be a participant in the seniors
living industry.
Anna Kear
CEO, Tonic Housing
Anna is the CEO of Tonic Housing, who have recently opened the UK’s first LGBT+ affirming retirement community in central London. She is Co-Chair of HouseProud, the network group for LGBT+ people working in social housing, a member of the London Housing Panel and one of the founders of the London LGBTIQA+ Community Housing Coalition. Anna is a member of the new Inquiry of the All Party Parliamentary Group on Housing and Care for Older People on Shared Ownership for an Ageing Population.
Prior to joining Tonic, Anna was Executive Director of UK Cohousing and she helped to establish new community-led housing hubs across the country along with the government's Community Housing Fund enabling community groups to directly access development funding. Anna has been employed in the housing & property sector for over 30 years, working for housing associations, local authorities and developers.
Tom Hartley
Managing Director, Carterwood
As managing director, Tom is part of the senior leadership team responsible for running and growing the business, building long-lasting relationships with our clients, and raising Carterwood’s profile in the sector. Tom joined Carterwood in 2010 and is a qualified chartered surveyor with over 10 years’ experience in the social care sector.
Tom works closely with Carterwood’s clients to assist with commercial due diligence, obtaining planning permission, improving the performance of existing services, and setting future strategy for groups and portfolios.
Carterwood is revolutionising and challenging the norm, driven by core values to ‘do it right’ and ‘do it fast’ and a genuine passion for innovation.
Jenny Buterchi
Partner, PRP
Jenny, an expert architect who has worked in the sector for over 20 years, leads the later living team at PRP. She has delivered award winning housing across tenures, specialising in designing for older people, as well as those with mental health and learning disabilities.
Her breadth of experience covers a range of typologies including intergenerational living, integrated retirement communities, retirement housing and care homes. She has also written and contributed to numerous publications and design guides, across the housing, health and wellbeing sectors.
Michael Voges
Chief Executive, ARCO
Michael Voges is the Chief Executive of the Associated Retirement Community Operators (ARCO), the representative body for housing-with-care providers for older people in the UK. Michael set up ARCO on behalf of its founding members in 2012, and is a regular contributor to parliamentary inquiries, sector conferences and the press. ARCO’s work is focused on tackling issues around regulation and policy, self-regulation, public awareness and supply of high quality retirement communities. Prior to ARCO, Michael worked as a public sector consultant and as a journalist.
Kyle Holling
Partner, Trowers & Hamlins
Kyle co-heads our Health and Social Care Team. He is a projects lawyer with a real estate background, focused on the intersection between accommodation and health and social care provision.
Kyle has worked across a wide range of healthcare real estate based transactions involving investors, operators, the private and public sectors, from private hospitals to care homes to accommodation and other services and settings for working age people with disabilities. He also assists clients on contracting structures and models relating to service delivery, particularly in care home and domiciliary care settings.
Kyle is a leading authority and regular speaker and writer on retirement sector. He is the leading UK lawyer on "event fee" models and the regulatory regimes that underpin them and has contributed to many conferences and thought leadership pieces in this area. He is a contributor to the Urban Land Institute's good practice guide "Later Living: Housing with Care".
Kyle has a strong understanding of the Care Quality Commission regulatory regime which underpins the sector and uses that knowledge both to add value to transactional work and to provide training and advice to clients.
Philip Schmid
Senior Director – UK Senior Housing, CBRE
Phil is part of CBRE’s Operational Real Estate Team with over 17 years’ experience in advising on and transacting on operational assets. The last 10 years have been focussed on senior housing and elderly care transactions.
Phil specialises in funding options and development opportunities for the senior housing and elderly care markets. He has extensive experience disposing and acquiring elderly and senior housing led businesses and sites across the UK. More recently Phil acted on behalf of Birchgrove in the disposal of their first two 100% retirement rental schemes to M&G and brokered the deal with Activum and Opus in addition to forward funding care homes across England.
Honor Barratt
Managing Director, Birchgrove
Honor is the CEO of Birchgrove, a specialist age-exclusive developer working to establish a portfolio
of assisted living neighbourhoods with well thought-out facilities for rent.
Central to Birchgrove's proposition is the belief that renting instead of owning a home is the most
liberating form of tenure, allowing neighbours to retain their independence without the burden of
homeownership.
Birchgrove has a bunch of happy neighbours in Sidcup in Kent and two neighbourhoods in Woking
and Ewell, both in Surrey. Following closely behind are Banstead, Godalming, Leatherhead - all in
Surrey - and most recently Chiswick in London.
Honor is happiest in the company of older people and this has nothing to do with the amount of
Victoria Sandwich or good chat on offer.
Henry Lumby
Director of Sales & Leasing, Auriens Group
Henry has over 20 year’s experience in the UK seniors living sector. He was formerly Head of Retirement Living at Savills, Head of Sales for a south coast retirement housing operator, and a Chief Development Officer for Amicala. In 2022 Amicala and Auriens where both acquired by Oaktree Capital Management, and Henry became Group Sales and Marketing Director within Auriens Group. Current focuses for the growing platform are Auriens Chelsea and Amicala Weybridge IRC’s, with many more to follow.
In addition to his role in Auriens Group, Henry is Executive Director of Allegra Care, a regional care home business that operates 12 care and nursing homes, and is in a JV with Moorfield Group.
Helen Davies Parsons
Chief Executive Officer, Dormy Care Communities
C.E.O of award-winning Dormy Care Communities, Helen is a Registered Nurse with over 38 years’ experience. She has spent the past 30 years working in the Independent Care sector, previously working as a senior manager in a large care organisation in the UK. She now uses her extensive skills and knowledge to support her four care homes within the group and ensuring that they deliver the highest quality of care and service to those living in the homes.
All of the homes are designed and built to a very high standard with a focus on those living in the home being able to maintain their independence. All have digital systems in place across all departments and have a strong commitment to ESG
Helen is passionate about delivering the highest standards of care and support and truly believes that older people can continue to live an enriched and rewarding life after moving in to a care home.
In her spare time, she is a trustee of Llanelli Mind and a Magistrate in South Wales.
Dormy Care Communities own and operate four luxury care homes, based in Hampshire, Herefordshire, Dorset and South Wales, all offering residential, nursing and dementia care.
Jorge Manrique Charro
VP, Investments, Welltower
Jorge Manrique is Vice President, Investments at Welltower Inc. and leads the firm’s London office. He previously worked at Sidewalk Labs, the Abu Dhabi Investment Authority and Tishman Speyer.
Welltower (NYSE: WELL; USD 50 billion enterprise value) is the largest owner of healthcare real estate globally, with a portfolio of nearly 2,000 properties focused primarily on the private pay seniors housing space.
Sian Hammer
Group Sales and Marketing Director, Audley Group
With over 25 years in the healthcare and property sales industries working in highly regulated environments, holding various leadership and board level positions across sales and operations.
Experienced in a variety of roles delivering organic and acquisitive growth, Sian is responsible for the sales function of both Audley Villages and Mayfield Villages and the strategic direction of marketing. She is passionate about the growth of the business and the continued success of Audley Group as the market leading retirement living developer and operator.
James Cobb
Chief Customer Officer, Inspired Villages
In his role as Chief Customer Officer, James ensures Inspired Villages is relentless in its pursuit of excellence, delivering exceptional service to customers and empowering people across its communities to live the best years of their lives. A key leader in the business from the start, James has extensive knowledge of the entire customer lifecycle, and the industry as a whole, with 20 years’ experience in the later living and retirement sector.
Stuart Keith
Managing Director, Oaktree Capital Management
Mr. Keith is a managing director in Oaktree’s Real Estate group based in London. He joined Oaktree in 2020 from Partners Group, where he was a vice president in the Private Real Estate group. Prior thereto, Mr. Keith was with Arcapita Limited as an associate in the Real Estate Private Equity team. He began his career as a mergers and acquisitions analyst with Robert W. Baird & Co., before joining the Financial Sponsors group with Goldman Sachs & Co.
Philippa Kellar
Managing Director, Richmond Care Villages
Philippa Kellar was appointed Managing Director for Richmond Villages in October 2017. Philippa is responsible for devising and leading on the implementation of the overall organisational strategy and objectives. In addition Philippa is responsible for overseeing the operational management of the10 retirement villages located within the UK, whilst seeking and developing other opportunities to expand the portfolio.
After a very successful 4 years as Operations Director at the Bupa Cromwell Hospital, Philippa was promoted to General Manager (CEO) in January 2014. Philippa was then promoted to Acting Health Services General Manager for Bupa UK in May 2016 with the role becoming permanent in August 2016. Prior to joining Bupa Cromwell Hospital Philippa had 10 years of management experience within the NHS, in various services including, Emergency Medicine, Paediatrics, Maternity, A&E, Cardiology and other medical specialties.
Philippa has a BA(Hons) in Business Studies from the University of Westminster
Dominic Morris
Head of Senior Living and Co-Head of Living, Gowling WLG
Dominic Morris is Head of Senior Living and Co-Head of Living at Gowling WLG. As a real estate lawyer with over 20 years' experience in the retirement living and care home sectors, he has a strong track record of delivery for many of the leading developers, operators, investors and funders. His expertise spans both the transactional and operational needs of his clients. Over the past decade, he has been at the forefront of advising clients in the rapidly growing Integrated Retirement Communities sector, and he enjoys hosting podcasts and events helping to promote IRCs and the wider retirement living sector.
Ben Rosewall
Head of Investment – Later Living, Legal & General Capital
Ben is the Head of Investment, Later Living at Legal & General Capital where he is responsible for their existing investments into the later living sector as well as the long-term investment strategy.
He has over 20 years’ experience in the housing sector with a career spanning the design, construction, advisory and investment sectors.
Ben is currently a board member on the Inspired Villages JV, a £500m joint venture between Legal & General Capital and NatWest Pension Funds which aims to grow the portfolio to 5,000 homes over the next 15-years. Additionally, he is a member of the Older People’s Housing Taskforce and co-leads the Products Workstream.
Prior to joining Legal & General, Ben was a Senior Director at CBRE where he led their senior housing business in the UK.