Day 2, Wednesday, April 26, 2023

08:45 - 10:15 AM (Room Mistral)

Investors Workshop

from 09:30 AM

Registration and welcome coffee

sponsored by

Moderation: Dr. Philipp Bunnenberg, Head Alternative Markets, BAI e.V.

 

10:30 -11:15 AM (Room Meridian)

Investors Speech

Richard Gröttheim, CEO, AP7

 

 

11:20 - 11:50 PM

Break Out Session IV

Advantages of an integrated alternatives platform for climate and impact investing

  • Harnessing the resources of a global yield, hybrid, and equity platform to provide bespoke solutions to the market
  • Integrating sustainability and ESG considerations as core components of the investment process
  • Expanding opportunities and advancing the climate and energy transition

Olivia Wassenaar, Partner, Head of Sustainable Investing, & Head of Natural Resources, Apollo Global Management

European infrastructure investments: risks and opportunities of decarbonization, electrification and digitization in Europe

  • What asset-types are delivering real inflation elasticity?
  • Does Russia’s war in Ukraine impede or accelerate the transition from gas?
  • Will the US Inflation Reduction Act affect the rate of innovation in Europe?
  • Is net zero achievable by 2050 in the EU? Are we wasting too much time debating the final 20% of changes, when the solutions to 80% of the challenges are already at our finger tips?

Mark Gilligan, Head of Infrastructure, AXA Investment Managers Alts

Benefits of GP-Led transactions for investors in a challenging Private Equity market environment

  • Reduction in Private Equity exits and valuation re-setting create favourable conditions
  • Specialized focus on single-asset continuation vehicles as a driver of performance
  • Scale as differentiating factor for access to highest quality deals

Andrea Serra, Head of Europe - Strategic Equity, Intermediate Capital Group (ICG)

The Latest from Legal, Tax and Regulatory

  • ESG: Contractual Practice for Investors
  • Tax Compliance in SMA and FoF Structures
  • Update: Investors’ Regulation

Dr. Jens Steinmüller, Partner, POELLATH

11:55 - 12:25 PM (Room Meridian)

Members slot 4

Liquid Alternatives & HF-Strategies

Dr. Daniel Schmidt, Founder & CEO, CEPRES

12:25 - 01:30 PM

Lunch Break

sponsored by

 

01:30 - 02:00 PM

Break Out Session V

2023: The Rise of Alternative Real Estate Lending

  • Long-term real estate lending trends driven by regulatory change
  • Near-term market dislocation driven by rising interest rates
  • What is the current market opportunity for alternative real estate lenders?

Philip Moore, Head of European Real Estate Debt, Ares Management

Sustainable infrastructure strategies to support the energy transition (in German)

  • Financing of projects aimed at reducing the production costs of industrial players while improving their environmental impact in compliance with European regulations
  • Solutions for financing dual partnerships between institutional and public investors
  • Financing sectors in which institutional investors are still underinvested: biomass, waste-to-fuel, geothermal, and waste recycling.

Johnny El Hachem, Edmond de Rothschild Asset Management S.A.

Real Estate Outlook 2023

N.N., PIMCO

Venture Capital funds – structured towards growth capital and entrepreneurship

  • Significance of the European Venture Capital ecosystem
  • Regulatory framework for Venture Capital Funds
  • Day-to-day business: transactions and life cycle management

Dr Sofia Harrschar, Head of Alternative Investments, Universal Investment
Dr Jörg Goschin, Co-CEO and Senior Managing Director, KfW Capital

02:05 - 02:35 PM (Room Meridian)

Keynote 3

Recession and its impact on portfolio companies and returns

Prof. Dr. Reiner Braun, Technical University of Munich, Chair of Entrepreneurial Finance

02:35 - 03:15 PM (Room Meridian)

Keynote 4

03:15 - 04:00 PM (Room Meridian)

Investor panel

Anna-Lena Budde, stv. Geschäftsführung, Leitung Kapitalanlagen, Norddeutsche Kirchliche Versorgungskasse (NKVK)

Stefan Hentschel, Head of Treasury & Pension Asset Management, Evonik Industries AG

Moderator: Uwe Lill, Managing Partner, GFD Finanzkommunikation

04:00 PM (Room Meridian)

Closing Remarks

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