Bundesverband Alternative Investments e.V. (BAI)
Stream 1+2
9:00 - 9:05am
Opening Remarks and Moderation
Dr. Philipp Bunnenberg, Head of Alternative Markets, BAI e.V.
9:05 - 9:50am
Investors Panel
Armin Beerwart, Head Alternative Investments, W&W Asset Management GmbH
Kathrin Schmidt, Investments, GVV Kommunalversicherung VVaG
Danny Tuchlinsky, Investments & Risk management, Ärzteversorgung Land Brandenburg
Moderation: Michael Busack, Managing Director and Editor, Absolut Research GmbH
9:50 - 10:20am
Inflation-protected investments: The role of energy infrastructure in volatile times
- The recent period of high inflation has been a stress test for various asset classes and sectors.
- An analysis of the performance data during this period and over the last two decades shows that Energy Infrastructure offers above-average protection against inflation.
- The presentation will show which business models are particularly resilient in an inflationary environment and how institutional investors can benefit from this.
Tobias Griesshaber, Head Performance Measurement & Investment Controlling, Managing Director, Energy Infrastructure Partners
Stream 1
10:50 - 11:30am
Panel: European infrastructure middle market - Opportunities and challenges in the equity and debt area
Mattis Krasberg, Director, Arjun Infrastructure
Max-Fabian Glöckner, Produktmanager Alternative Investments, Helaba Invest
Maximilian Cosack, Head of Private Assets, HUK-COBURG Asset Management GmbH
Moderation: Dr. Peter Brodehser, Partner Infrastructure Investments DWS, Member of the board BAI e.V.
11:30 - 11:55am
Investing in fibre roll-out in Europe - navigating challenges and spotting opportunities
- European fibre roll-out progress and evolving business models
- Key challenges fibre players face today
- Possible solutions to accelerate the roll-out and why it may be worth it
Werner Kerschl, Executive Director Infrastructure, IFM Investors
11:55am - 12:20pm
Data centers as the backbone of the AI revolution: opportunities and risks of an emerging asset class
Philipp v. Bismarck, Managing Partner DTCP and Chairman of the Supervisory Board, United Internet AG
Stream 2
10:50 -11:30am
Panel: Timber as an asset class
Céline Claudon, Chief Commercial Officer, International Woodland Company (IWC)
Jyri Hietala, Portfolio Manager, UB Forest Funds
Jasper Renk, Senior Investment Manager Illiquid Assets Natural Capital, MEAG
Moderation: Marco Stigler-Thomas, Director, bfinance
11:30 -11:55am
The order of the day – invest anti-cyclically in real estate and benefit from current market developments
- What market cycle are we currently in and why is this currently a market opportunity?
- Why can the real estate crisis also be an opportunity?
- What aspects need to be considered when selecting real estate investments at the moment?
Bernd Haggenmüller, Senior Managing Director, ARDIAN
Nico Rheims, Managing Director, ARDIAN
11:55am - 12:20pm
Playing Today's Real Estate Market: The Benefits of a Net Lease Strategy
- The opportunity set in sale leaseback transactions.
- How investors can navigate around the headwinds of the current real estate market environment.
Gary Rozier, Managing Director, Blue Owl
Stream 1
1:30 - 1:55pm
Structuring long-term real asset investments – with AIF solutions and renewable energies
- Investor-oriented solutions in the area of structuring
- How can duration, tax and risk appetite be packaged?
- The range of possible investment offers in the renewable energies asset class
Vanessa Meinker, Organisation and Compliance, Managing Director Asset Management Company, Dr. Peters Group
Dennis Gaidosch, Portfolio Management Renewable Energies, Managing Director Asset Management Company, Dr. Peters Group
1:55 - 2:35pm
Keynote: Trump reloaded
Current perspectives on the US election.
Dr. Heinz-Werner Rapp, Founder, Head Steering Board, FERI Cognitive Finance Institute
2:35 - 3:15pm
Workshop: Benchmarking of Private Markets Investments
- Benchmarking a cash flow-based asset class is different
- Exploring the public market equivalent (PME) approach
- Understanding the limitations of PME
- Using PME+ to benchmark real assets
Philippe Jost, PhD, Managing Director, Capital Dynamics
3:15 - 3:40pm
Hybrid debt as an innovative and emerging market segment in European Infrastructure Debt
Damien Gardes, Co-Head Infrastructure Debt, Schroders Capital
Stream 2
1:30 -1:55pm
Investing in Energy Transition in Growth Markets
Lucy Heintz, Head of Energy, Actis
1:55 -2:35pm
Panel: ELTIF 2.0 for institutional investors
Suraj Kakar, Vice President Revenue, Portagon GmbH
Max Sergelius, Team Head Product Legal, Aquila Capital Investmentgesellschaft mbH
Marco Simonis, Partner, Clifford Chance
Moderation: Sina Nennstiel, BAI e.V.
2:35 - 3:15pm
Panel: Municipal Infrastructure
Dr. Tobias Brosze, Managing Partner, Palladio Kommunal
Prof. Dr. Heinrich Degenhart, Member of the Executive Committee, Verband Deutscher Treasurer e.V.
Hans-Christian Fröhlich, member of the Ingelheim City Council and the steering group of the “Mainz-Bingen Energy Cell” infrastructure project
Michael Teigeler, Managing Director, Stadtwerke Heidelberg Energie
Moderation: Hanjo Arms, Partner & Managing Director, Kearney
3:15 - 3:40pm
Decarbonization of Heat - the "sleeping" giant of the energy transition
- The role of heat in energy related emissions
- Pathways to decarbonize heat
- Investable case study: heating system optimization in multi-family buildings
Sebastian Carneiro, CEO, Solas Capital
Stream 1+2
4:10 - 4:50pm
Keynote: How changing market conditions are redefining the role of infrastructure investment strategies and portfolio construction
Gianluca Minella, Managing Director, Head of Research, InfraRed Capital Partners Limited , former Abu Dhabi Investment Authority (ADIA)
4:50 - 5:30pm
The LP Perspective: Lessons Learned - Review 2024 & Outlook 2025
Kristina Chorna, Executive Partner | Co-Head Real Estate & Head Infrastructure, HQ Trust GmbH
Sascha Pinger, Managing Director, Versorgungswerk der Wirtschaftsprüfer und der vereidigten Buchprüfer im Lande Nordrhein-Westfalen (WPV)
Jana Desirée Wunderlich, Board Member, Hannoversche Kassen
Moderation: Manuela M. Fröhlich, Co-Founder and Partner, Fondsfrauen