Bundesverband Alternative Investments e.V. (BAI)

Day 2, Wednesday, April 24, 2024

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

Investors Workshop

from 09:30 AM

Registration and Welcome Coffee

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

 

10:45 -11:30 AM (Room Meridian)

Investor Speech 

11:35 - 12:05 PM

Break Out Session IV

The value of vertical integration of retail and renewable businesses (Room Orient - in German)

  • Vertical integration of renewables and retail businesses allows investors to achieve diversification, growth, and stability
  • Very important elements especially in a rapidly expanding and volatile clean energy world
  • Investing in retailers that are vertically integrated helps achieve attractive risk/return profiles for investors

Roland Dörig, Managing Partner, Energy Infrastructure Partners

Infrastructure Co-Investments  - here to stay (Room Okzident - in German)

  • Success factors for portfolio construction with co-investments
  • Co-investments in the current market environment*
  • Advantages of adding co-investment to an institutional portfolio

Dr. Thilo Tecklenburg, Partner, Co-Head of Infrastructure, Golding Capital

Private Credit - An evolving landscape (Room Kristall)

  • Important considerations for investors in A changing economic landscape
  • Satisfying Investor Demand: From Direct Lending to A broader set of solutions
  • NAV Financing in the context of portfolio diversification
  • Possibility to rate NAV tranches. Methodology deep dive
  • Considerations under Solvency II and Capital Treatment

Pavol Popp, Managing Director, Portfolio Management for NAV Financing, Pemberton Asset Management

Private Markets in a new era (Room Mistral - in German)

  • 3D Reset:  Decarbonization, Deglobalization, Demographics
  • AI revolution - Industrial Revolution through AI
  • Short term challenges: Private Markets slowdown

Dr. Nils Rode, Chief Investment Officer, Schroders Capital

12:10 - 12:40 PM

Break Out Session V

Exploring the Dynamic Landscape of Private Equity Co-Investments (Raum Mistral - in German)

  • Unlocking Opportunity, Managing Risk

  • Navigating Higher Equity Requirements: Co-Investments as a Solution for GPs

  • Balancing Exposure and Cost: Investor Insights on Co-Investments

Lutz Fuhrmann, Partner, Lexington Partners / Franklin Templeton

Success factors for manager selection in infrastructure equity (Room Orient - in German)

  • Between megatrends and global trouble spots - Definitions of investment strategies
  • Data or people - What distinguishes outstanding GPs?
  • Pitfalls in due diligence using the example of value-add infrastructure funds

Christian Schaumkell, Executive Director Kapital 1852, Hauck Aufhäuser Lampe

The evolving role of forestry as natural capital and why natural capital must be part of every institutional portfolio today (Room Okzident)

  • Green Renaissance: from a niche asset class to a crucial position in institutional portfolios
  • Integrating natural capital for tomorrow's return
  • Addressing climate impact

Eric Cooperström - Managing Director, Impact Investing and Natural Climate Solutions, Manulife Investment Management
Michael Strzelecki​​​​​​​, Managing Director, Business Development, Senior Timberland Portfolio Manager, Manulife Investment Management

Proprietary Sourcing in SMEs - The Rantum Success Method (Raum Kristall - in German)

  • Developments in the cooperation between SMEs, banks and debt funds in the last 10 years in Germany
  • Advantages of dedicated industry expertise on the part of the GP
  • Examples from practice: A dialog with our industry partner Wilfried Porth, former member of the Board of Management of Daimler
  • Outlook on the development of private debt in the German SME sector over the next decade

Dr. Dirk Notheis, Geschäftsführer, Rantum Capital
Wilfried Porth, Industriepartner, Rantum Capital

12:40 - 01:45 PM

Lunch Break

sponsored by

 

01:45 - 02:15 PM

Members Slot 

Infrastructure with regard to private markets allocation (Room Meridian)

  • 15 years of experience from the perspective of institutional investors
  • Development of the asset class incl. expectations vs. fulfillment
  • Portfolio added value, "lessons learned", "to do's" & outlook

Dajana Brodmann, responsible for Private Equity & Infrastructure, E.ON SE
Uwe Fleischhauer, Founding partner & Co-Head Infrastructure, Yielco Investments

Restructuring in the event of defaults in corporate private & real estate debt (Room Mistral)

  • Situation analysis (transaction valuation, collateral review)
  • Workout strategies
  • Realization of collateral / foreclosure

Ingo Wichelhaus, Senior Director, Head of Private Markets, Mount Street Portfolio Advisors

02:20 - 02:50 PM (Room Meridian)

Key-Note Speech

How Artificial Intelligence will transform the private equity world

This does not only concern portfolio companies and operational processes at GPs and LPs, but also goes to the "nitty-gritty": fund selection, secondary fund pricing, co-investment decisions, etc. The background to AI and machine learning will be presented in order to shed light on where models already exist today that have the potential to replace core processes at LPs.

Prof. Oliver Gottschalg, PhD, Strategy Department, HEC School of Management

02:50 - 03:30 PM (Room Meridian)

Investors Speech

A look under the hood: Alternative investments at Velliv, a commercial pension fund (in German)

  • The role of alternatives in asset allocation
  • Real assets (forest & infrastructure) as an inflation hedge
  • Liquid alts as a crisis alpha

Christoph Junge, Head of Alternatives, Velliv

03:30 - 04:15 PM (Room Meridian)

Investor panel

Andreas Poestges, Vorstand Barmer Pensionskasse
Christoph Wichmann, Bereichsleiter Kapitalanlagen, INTER Versicherungsgruppe
Jana Desirée Wunderlich, Vorstand, Hannoversche Kassen

Moderator: Jens Hennes, Hauptgeschäftsführer/Mitglied des Vorstandes, Versorgungswerk der Apothekerkammer Nordrhein K.d.ö.R.

04:15 PM (Room Meridian)

Closing Remarks

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