Alternative Investor Conference

5/6 - 5/8/2025 Frankfurt


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5/6 - 5/8/2025
Duration: 3 Days

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2:30 pm - 2:40 pm

Opening remarks

Mistral

Frank Dornseifer, Managing Director, BAI e.V.

2:40 pm - 3:10 pm

Interview with the EU commission: The role of asset management within the SIU – a new agenda for investment funds

Mistral

Hélène Bussières, Head of the Asset Management Unit in the Directorate General on Financial Markets, Financial Stability and Capital Markets Union (FISMA), European Commission, is interviewed by Frank Dornseifer, Managing Director, BAI e.V.

3:10 pm - 3:40 pm

ELTIF fund of funds - structural opportunities and challenges, a report.

Mistral
  • Structural options for funds of funds
  • Liquidity management
  • Leverage

Dr. Kati Beckmann, Partnerin, Greenberg Traurig

3:40 pm - 4:25 pm

Panel: The Next Real Estate Cycle is Approaching – Institutional Real Estate Funds and Lessons from the Current Market Environment

Mistral
  • What conclusions have institutional investors, managers, and advisors drawn from the years 2022–2024?
  • How will institutional real estate funds be structured in the future?
  • How are current regulatory and tax developments impacting new products?
  • What impact does the new federal government's multi-billion euro package have on real estate markets and products?

Isabella Chacón Troidl, Chair of the Management Board | CEO, BNP Paribas Real Estate Investment Management

Matthias Huesmann, Head of Portfolio Management Real Estate, Ärzteversorgung Westfalen-Lippe

Jannes Kracke, General Counsel, HANSAINVEST Hanseatische Investment-GmbH

Marco Simonis, Attorney-at-Law and Tax Advisor, Clifford Chance

Moderation: Frank Müller, Partner, McDermott

4:25 pm - 5:00 pm

Coffee Break

Mistral
5:00 pm - 5:30 pm

Member Presentation: Taxation of Investors in Alternative Assets – Practical Developments

Mistral
  • The application of the new add-back taxation - case studies
  • Effects and issues of the Growth Opportunities Act in practice
  • Update on case law and administrative opinions (including § 6e EstG)

Katrin Bernshausen, Partner, KPMG

Markus Helldörfer, Senior Manager, KPMG

5:30 pm - 6:15 pm

Panel: Funds in the crisis - Lessons from practice and strategic decisions for the future

Mistral
  • Developments in the fund market in the current capital market and interest rate crisis

  • Practical insights into the restructuring and reorganization of existing funds

  • Dealing with liquidity shortages, valuation difficulties, and redemption suspensions

  • Typical sources of error and regulatory hurdles

  • Strategic considerations for the future

  • Structural options to increase flexibility and resilience

  • Lessons from practice: Which structures have proven effective, which have not?

  • Perspectives for requirements and expectations of asset managers, investors, and management companies (KVGs)

  • Areas of action for future crisis resilience – from structure to communication

Stephan Grimm, Managing Director, ACM S.A.

Max Gutsche, Director and Head of Business Development Markets, Universal-Investment-Gesellschaft mbH

Alexander Fischer, Independent Director, Leoniq

Christoph Kraiker, CEO, Hauck & Aufhäuser Fund Services S.A. 

Moderation: Dr. Marcus Peter, Partner, GSK Stockmann

6:15 pm - 7:00 pm

Closing remarks, drinks, and snacks

Mistral

Frank Dornseifer, Managing Director, BAI e.V.

Legend: Keynote, Investorspeech/-panel, Private Debt, Private Equity, ESG, Infrastructure, Law & Regulation, Liquid Alternatives, various topics