Achim Pütz, Chair BAI e.V., Partner Luther Rechtsanwaltsgesellschaft mbH

Prof. Dr. Moritz Schularick, President of the Kiel Institut für Weltwirtschaft

Martin Hüwel, Partner, Luther Rechtsanwaltsgesellschaft mbH
Dr. Bela Jansen, Partner, Luther Rechtsanwaltsgesellschaft mbH

• Market dynamics and political framework conditions: Energy policy in DE / EU / USA
• Investment opportunities and potential returns: technology as a growth driver
• Current case studies

Karin Kaiser, Head of Private Markets Europe & Portfolio Manager, Schroders Greencoat

• The Impact of the US Regime Shift on Corporate Direct Lending in Europe and the US
  Navigating Upcoming Challenges for Lenders and Borrowers
• Benefiting Sectors, Documentation Trends, Leverage, Pricing, Valuations, and Regulatory Changes
• The Future of Climate and Environmental Protection in the US and Its Influence on Corporate Direct Lending

Larry Zimmerman, Managing Director, Franklin Templeton

• Why does Asia matter - macro economic and geopolitical update
• How is Private Equity performing in Asia in 2024
• Our perspectives for the future of individual market segment
• Deep dive India

Praneet Garg, Managing Director, Asia Alternatives

• New tax rules for entrepreneurial investments of investment funds
• New investment opportunities for infrastructure investment of German pension funds and professional pension schemes
• Update investor aspects (regulatory and tax)

Dr. Jens Steinmüller, Partner, POELLATH

• How Fluxys, as a diversified player, is shaping the future of European energy transport
• New perspectives for transmission & networks
• Investment opportunities in regulated energy infrastructure with stable returns

Pascal De Buck, Managing Director und CEO, Fluxys
Roland Dörig, Founder und Managing Partner, Energy Infrastructure Partners

• The basics of SRT
• Size and quality of the market
• The diversification benefits of SRT

Jörg Schomburg, Head of Sales, AXA IM

• Quo vadis private equity after the turnaround in interest rates?
• “DPI > IRR”: Where and when will liquidity (finally) come from private equity portfolios?
• How sustainable are future private equity returns in a historical comparison?

Daniel Boege, Partner und Head of Buyout, Golding Capital Partners 

• Private Equity in different geographical contexts: Asia, North-America, Europe/Germany
• Opportunities and challenges depending on the region
• Influence of the outlook for interest rate/inflation
• The influence of current political developments

Victoria Baker-Duly, Managing Director, Head of Private Equity Fundraising EMEA, Goldman Sachs

Praneet Garg, Managing Director, Asia Alternatives

Jannick Hunecke, Member of the Board, Deutsche Beteiligungs AG

Louise Smith, Managing Director, Private Equity, Apogem Capital - NYL Investments

Moderation: Laura Merlini, Managing Director, CAIA

• Market: key assets and niche investment opportunities in the digital infra sector and growth drivers (fiber, data centers, smart grids, and transmission...)
• Investment Strategy & Value Creation: the best opportunities in digital infrastructure and lessons can be learned already
• Debt Perspective: considerations for infrastructure debt financing for digital infrastructure projects and differences from equity opportunites
• Outlook & ESG in digital infrastructure

Matteo Colombo, Head of Digital Infrastructure, Legal & General Investment Management, LGIM

Roopa Murthy, Partner, & Head of Ares EMEA Infrastructure Debt, Ares

Caspar von Preysing, Partner, PwC

Reto Schwager, Managing Director Infrastructure, Patrimonium AM

Moderation: Benjamin Walter, Director & Senior Portfolio Manager Infrastructure Debt, Allianz Global Investors GmbH

• Diverse Investment Opportunities in the Transport Sector
• Relevance of Transport Investments for the Energy Transition
• Benefits for Institutional Investors

Dr. Stefan Hasenböhler, CEO and Head of Infrastructure, Reichmuth & Co Investment Management AG

• Increasing inflows in Co-Investments and Secondaries
• Benefits & Risks of Co-Investments
• Benefits & Risks of Secondaries

Dr. Lorenz Jüngling, Co-CEO, Moonfare

• Functionality and structuring of NAV Loans along with concrete case examples
• NAV Loans as an investment-grade complement to private debt portfolios, with a focus on Solvency II investors
• Practical example: a dialogue with Thomas Lehner, Team Lead Private Debt at the Viridium Group

Fokke Lucas, Partner, 17Capital
Thomas Lehner, Team Lead Private Debt, Viridium Group

• Impact investment priorities of the EIB, impact measurement and impact data
• Overview of EIB’s de-risking instruments and its rigorous due diligence process on investment strategy, investment manager and legal documentation
• Case Study: Achieving Climate Impact with Energy Efficiency Investments to decarbonise Europe’s buildings and businesses

Sebastian Carneiro, Chief Executive Officer, Solas Capital AG
European Investment Bank (EIB)

• How to capitalise on the sizable dispersion and asymmetry in the EMD asset class?
• Which combination of underlying strategies is available (relative value, event driven and restructuring/distressed)?
• How can investors ensure liquidity and capital preservation in a volatile environment?

Polina Kurdyavko, Head of Emerging Markets, RBC Blue Bay

• Individual investors are increasingly gaining access to private assets such as private equity and private credit. Evergreen funds offer a flexible alternative between traditional drawdown funds and daily liquid investments.
• Perpetual funds enable immediate investments in illiquid assets, which can enhance the compounding effect and improve performance.
• Investors can leverage familiar investment strategies to integrate private markets into their portfolios and identify targeted investments that align with their goals.

Michael Mostert, Managing Director Private Wealth Solutions, Blackstone

• Opportunities of the Asset Class "Agriculture & Forestry"
• Global Investments in Agriculture and Forestry
• Sustainability in Focus

Constantin Freiherr von Wendt, Managing Partner, Salm Global Timber GmbH

• How are asset-backed financing structures evolving within private credit, and what key trends are shaping this evolution?
• What role do these structures play in the broader development of the private credit industry?
• How do they enhance risk-adjusted returns for investors, and what makes their risk-return profile particularly attractive?

Oren Bass, Head of Working Capital Finance, Pemberton

• 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

• Climate & Nature Transition: From a niche asset class to a crucial position in institutional portfolios 
• Analysis of the composition of return drivers for timberland with focus on  - sometimes overlooked - additional value drivers
• What exactly is the impact on climate, nature and people

Michael Strzelecki, Managing Director, Manulife Investment Management

• Credit funds and how they work
• Credit fund domiciles: Germany, Luxembourg, and Ireland
• Credit funds and regulatory aspects

Markus Bannwart, Executive Director, Area Head of Alternative Investments & Structuring, Universal-Investment-Gesellschaft-mbH

• Specialized strategies deliver outperformance - not only in good times, but also in uncertain times
• Attractive cash flow profiles and better alignment of interest
• Do emerging manager funds have lower or higher risk?
• Today's access to the “stars of tomorrow” opens up attractive investment opportunities in the future

Dr. Ralf Gleisberg, Partner Private Equity, Unigestion SA

• Lower vs mid vs upper middle market, Plain vanilla direct lending vs opportunistic credit, US vs Europe vs Asia
• Main risks and how to mitigate them
• Underwriting trends/observations such as use of financing, repricing, covenants, min. risk adjusted spreads etc.   
• Influence of the partial come back of banks
• Market consolidation (on GP and borrower level)

Christian Fritsch, Managing Partner & Founder, ELF Capital Group

Ran Landmann, Partner und Chief Investment Officer, Ambienta Credit

Dr. Klaus Petersen, Founding Partner, Apera Asset Management

Tancrede Terlinden, Partner & Head of DACH, Park Square Capital

Moderation: Matthias Erb, Partner, StepStone Group

• Regulatory Developments: Current EU requirements, including SFDR Level 2 and EU Taxonomy, for integrating ESG into alternative investments
• Growing focus from institutional investors on measurable ESG commitments and lack of standardized and accurate ESG data for illiquid asset classes, 
• Long-Term Perspectives: aligning ESG goals over long investment cycles 
• Integrating ESG into due diligence processes for illiquid assets 

Christine Brockwell, Chief Investment Officer, aream Group SE

Keimpe Keuning, Head of Impact Investing, LGT Capital Partners

Verena Rossolatos, Senior Vice President, Co-Chair Responsible Investment, Capital Dynamics

Raphaela Schmid, Head of ESG & Sustainability, SUSI Partners AG

Moderation: Dr. Kati Beckmann, Partnerin, Greenberg Traurig

• After two years of stagnation, the German economy shows no sign of a thorough economic recovery in 2025; trade conflicts and geopolitical tensions are weighing on economic development. 
• In order to overcome stagnation in the long term, Germany needs higher private and public investment, more labor supply as well as more innovation and business start-ups.
• The new German government wants to finance higher military spending and more investment in public infrastructure through massive borrowing. This will only lead to more growth if, at the same time, reforms take place that provide more performance incentives, reduce overregulation and unnecessary bureaucracy and limit government spending.

Prof. Dr. Dr. h.c. Clemens Fuest, President, ifo Institut - Leibniz-Institut für Wirtschaftsforschung an der Universität München e.V.

Closed Door Event: Participation is free of charge but strictly limited to registered and approved final investors, including public sector pension funds, insurance companies, corporates, churches, foundations, pension funds, single family offices, and a limited number of representatives from the gold sponsors/dinner sponsor.

Prior registration and confirmation from the BAI office are mandatory! During the dinner, keynote speakers will be available for engaging discussions.

The dinner will take place at WesthafenPier, and a shuttle service will be provided.