Alternative Investor Conference
5/6 - 5/8/2025 Frankfurt
BOS III: Constructing a Resilient Infrastructure Portfolio - A Technical Approach.
Mistral
3:10 pm - 3:40 pm
- Performance of various infrastructure sub sectors under different macroeconomic scenarios
- How technical analysis of infrastructure sub sectors can aid building a resilient portfolio
- Learnings from building a large, diversified infrastructure portfolio over the past 20 years
Felix Schmidt, Investment Director, IFM Investors
Legend: Keynote, Investorspeech/-panel, Private Debt, Private Equity, ESG, Infrastructure, Law & Regulation, Liquid Alternatives, various topics