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INFRASTRUCTURE INVESTOR SUMMIT 2022

INFRASTRUCTURE INVESTOR SUMMIT 2022

Hinweis zur Registrierung

Die Teilnahme an der Veranstaltung erfolgt nur per Einladung. Wenn Sie sich anmelden möchten, schreiben Sie bitte eine Mail an Mario Weiss an m.weiss@ic-icf.com oder rufen Sie an unter +49 (0) 89 125 01 80 11.

5. Infrastructure Investor Summit 2022

20. Juni 2022, Düsseldorf

Vorstellung der Konferenz

In den letzten zwei Jahrzehnten haben institutionelle und private Investitionen in die öffentliche Infrastruktur stetig zugenommen. Die langfristige und diversifizierte Natur von Infrastrukturprojekten und das starke Renditeprofil haben dazu geführt, dass die Anlageklasse das Interesse der Fondsmanagement-, Pensionsfonds- und Versicherungsbranche gewonnen hat.

Infrastruktur wird eine Schlüsselrolle spielen, nicht nur beim Wiederaufbau der Volkswirtschaften, sondern auch bei den geopolitischen Verschiebungen, die sich ergeben können, wenn sich die Welt von COVID-19 erholt, mit dem Investitionsplan für Europa, der Ankündigung des „Green Recover Budget“ durch Großbritannien und dem Bekenntnis von Präsident Biden zu einem „Green New Deal“.

Seit dem Beginn der COVID-19-Lockdowns im 2. Quartal 2020 sind die weltweiten privaten Infrastrukturinvestitionen jedoch tendenziell rückläufig. In Q4/2020 betrugen die privaten Infrastrukturinvestitionen nur 60% des Niveaus von Q4/2019.

Der 5. Infrastruktur-Investoren-Gipfel wird die Auswirkungen des Virus auf das weltweite Infrastrukturgeschäft diskutieren, von veränderten Marktperspektive bis hin zu Anpassungen der Branche entlang der Infrastruktur-Wertschöpfungskette. Schließlich wird der Gipfel einen Ausblick auf die wichtigsten Trends und Entwicklungen im Jahr 2022 geben.

Programm

Programm

Nachfolgend finden Sie einen Überblick über die Chancen, Herausforderungen, Themen und wichtigsten Trends, die wir während der Konferenz untersuchen werden. Änderungen am Programm vorbehalten.

Keynote Präsentationen

Keynote Präsentationen

Weitere Präsentationen der Keynote Speaker auf Anfrage. Gerne stellen wir den direkten Kontakt zu den Referenten her.
Bitte kontaktieren Sie Mario Weissm.weiss@ic-icf.com

Infrastructure Themes 2022

Infrastructure Themes 2022

The Evolution of Infrastructure Investing
Historically, the infrastructure asset class has been associated with bridges, toll roads, ports and other real assets that produce long-term, low-risk and consistent cash flows to investors because of the essential nature of the assets. One of the biggest changes is the vast amount of investor capital that is available to be deployed. As demand has outstripped the supply of attractive projects to invest in, investors have tried to identify other assets that retain some of the core elements of public infrastructure, such as data centres, energy infrastructure and renewable energy projects. We take a global look at the health of the infrastructure equity and debt markets in terms of fundraising, valuations and performance, as well as the latest trends in the evolution of infrastructure investing.

Decarbonisation/Carbonomics – Key Themes that Drive the Economics of Net Zero
Achieving deep decarbonisation requires rethinking energy production and consumption and making a radical switch to renewables and low carbon energy sources. We discuss the measures that drive the Economics of Net Zero and the associated opportunities for infrastructure investors.

Digitalisation – The New Infrastructure is Digital
Upcoming major infrastructure projects could focus more on fibre optics and data centres than building roads or airports. We like to review what the accelerated digital developments mean for new and conventional infrastructure projects.

Zugesagte Sprecher

Zugesagte Sprecher

Gaston Brandes
Head of Institutional Portfolio Manager EMEA
Franklin Real Asset Advisors

Gaston Brandes joined Franklin Real Asset Advisors as a Director and Head of Institutional Portfolio Manager EMEA in January 2020. He is an integrated member of the investment team, focusing on partnerships with key distribution channels to support business growth and the retention of assets.
 
Prior to his current role, Mr. Brandes held several senior roles in real estate including as Managing Director, Head of Business Development Real Estate at Aviva Investors, Head of Capital Markets for Grosvenor’s Fund Management business based in London, Executive Director for Global Real Estate Products & Business Development with UBS Global Asset Management based in Zurich and Frankfurt. Prior to joining UBS, he worked as a student part time for Franklin Templeton Investments from 1996 to 1999 and then full time from 2000 to 2007 in various functions in Fort Lauderdale, New York, London and Frankfurt. He entered the real estate industry in 2003.

Mr. Brandes holds an MBA and a BSc. in Small Business/Entrepreneurship from Florida Atlantic University.

Anton Bonnländer
Founder and Partner
RE’PUBLIC Sustainable Finance Consulting

Anton Bonnländer has been supporting banks and companies in strategic, sales and product-specific issues for many years. He specializes in the areas of sustainability / ESG and impact investing. In this context, he advises institutional investors on sustainable investment solutions and develops hybrid training concepts and workshop formats for banks, financial distributors and academies.

He is a partner and founding member of RE’PUBLIC SUSTAINABLE FINANCE CONSULTING and GENOVISION. Both companies aim to promote and support the sustainable transformation of the economy and society in Germany towards a better social and ecological future.

Burkhard Egbers
Managing Partner
EIP – Egbers Investment Partner

Burkhard Egbers has more than 25 years’ experience in Alternative Investments – infrastructure. 
 
As founding partner of Egbers Investment Partner (EIP), he advises companies, funds, and professional investors, creating customised investment strategies for its infrastructure business. He holds several mandates as strategy advisor and is a member on investment boards. In addition Burkhard acts as advisor to board members, investment committtes. He speaks on selected conferences and specialised Alternative Investment forums. 
 
In his previous roles, Burkhard was Head of Infrastructure Investments and Co- CEO of a boutique alternative investment advisory firm. In 2009, Burkhard was reaposible for the succfull launch of teh inaugurated placement of first open- ended infrastructure credit fund. 
 
Personally, Burkhard love spending time with his family, listening to music, sports and local charity engagement.

Tim Floyd
Director, Head of Europe
Westbourne Capital

Tim Floyd leads Westbourne Capital’s London office and has overall responsibility for the firm’s activities in Europe. 

Since joining Westbourne in 2013, Tim has successfully expanded Westbourne’s investment footprint in the region across a range of sectors including utility networks and services, renewables, toll roads, ports, digital and social infrastructure. 

Prior to joining Westbourne, Tim held roles at DWS, Hastings Funds Management and Dresdner Kleinwort Wasserstein, and has over 15 years experience as an infrastructure investment fiduciary. 

Tim is a Chartered Financial Analyst, holds a Master of Science in Accounting and Finance from London School of Economics and a Bachelor of Arts from the University of Puget Sound.

Hans Jansen
CEO
STERCORE

Hans knows his origins in the food sector and has been active in the agricultural sector since 1998 as sales manager specialty fertilizers at Scotts (ICL) as soil and fertilizer specialist, product development and as an independent business consultant (since 2003). Together with Richard Kusters, Hans founded the company ORGAplus International BV in 2006 and built a factory to develop, produce and commercialize high-quality organic fertilizer products. Until mid-2014, Hans was managing director and shareholder of this company, which was then transferred to the other shareholders, and the focus was put on STERCORE.

Gildas Laforge
Rail & Inland Waterways Specialist –
Project Director
Touax Group

Gildas Laforge is a highly experienced rail and inland waterways transportation equipment professional with 20 + years of experience dealing with the European market. He is the Project Director of Touax Group, in charge of project finance and asset financing, and specialises in the transportation assets leasing business as well as the structuring and management of investment programs for third party investors and infrastructure fund structures.  Gildas joined Touax in 2005 after graduating in Finance at Sorbonne University in Paris. Advisors & Partners has appointed Touax as the Preferred Operating Company to the A&P Selective European Transportation Equipment Fund.

Dimitri Mavridis
Senior Research Associate
Preqin

Dimitri Mavridis joined Preqin, the leading providers of intelligence across all alternative asset classes, in 2022. He is a senior research associate in the newly created DACH region research team and is based in Frankfurt. Prior to this, Dimitri was the managing director of a family-owned project development and real estate firm based in Germany. 

Dimitri holds a bachelor’s degree in sociology with a focus on organisational structures from the Philipps-University in Marburg and a master’s degree in politics focusing on European relations and governance from the Justus-Liebig University in Giessen, Germany.

Leonard Niesel
Associate – Infrastructure Investments
Mercer Alternatives

Leonard joined Mercer Alternatives in Zürich in March 2020. He is an Associate in the infrastructure team, covering research of primary funds and co-investments in Europe, with a focus on sustainability. 

Before transferring to Mercer in Zürich, Leonard Niesel worked in the Edinburgh office helping pension funds and university endowments develop their investment strategies. He also assisted Universities with divesting the fossil-fuel holdings in their portfolios. Leonard has prior experience in banking and pharmaceuticals. 

Leonard holds a Master of Arts in Economics and Business Management from the University of Glasgow. He is also a CFA Charterholder and has also obtained the CFA Certificate in ESG Investing.

Christian Salow
Managing Director
alternative investor information (altii)

Christian Salow, is managing director of altii GmbH, a digital marketing and publication portal based in Frankfurt am Main, Germany. Before altii, he served institutional investors with interest, credit and alternative investments from international banks. The main themes of his analysis and reporting are sustainability, impact, regenerative and real assets such as infrastructure. His personal interest is in digital assets, the future of capital investments and podcasting.

www.linkedin.com/christiansalow/

twitter.com/christiansalow

Florian Simmerer
Alternatives Investment Director DACH
Mercer

Florian Simmerer joined Mercer in January 2022 as an Alternatives Investment Director. He is responsible for bringing Mercers Alternatives capabilities to clients and prospects across Germany, Switzerland and Austria. 

Florian has a background in Corporate Finance and Private Markets. Before joining Mercer he worked for Bethmann Bank / ABN AMRO, most recently he held the position of an Investment Manager Private Equity and was a member of the Private Markets Investment Committee. His specialist experience ranges across investment origination, due diligence and commercial strategy with a focus on the development of Private Markets solutions across Private Equity, Private Debt, Infrastructure and Real Estate. 

Florian holds a Master of Science in Corporate Finance & Controlling of Hochschule Fresenius University of Applied Sciences.

Markus W. Voigt
Chief Executive Officer (CEO)
Aream

Markus W. Voigt founded aream in 2005 and has more than 25 years’ experience in structuring alternative investment funds, transaction management and financing. Before founding the aream Group Markus W. Voigt was CEO and co-founder of Ideenkapital AG – an Asset-Manager for alternative investments that is majority-owned by the Ergo insurance group.

Steven Zehr
Principal, Infrastructure
Stafford Capital Partners

Steven is a Principal of Stafford Infrastructure and member of the Infrastructure Investment Committee. He is focused on investment sourcing, evaluation, due diligence, structuring and monitoring. Operating out of Zurich, Steven has over sixteen years of investment experience in private markets and real assets. 

Prior to joining Stafford in 2018, he was with global (re-)insurer XL Catlin where he built and led a USD 500m private equity and real asset investment portfolio comprising direct investments, co-investments, and fund investments. Prior to that, Steven was a member of the Alternative Investments division at Swiss Re, focused on direct investments and involved in approx. USD 1bn transactions. During his tenor at XL Catlin and Swiss Re, Steven also supported the respective groups’ strategic investment and M&A activities. 

He earned a Master of Arts in Economics and Finance from the University of St. Gallen (HSG), Switzerland and holds the Chartered Alternative Investment Analyst designation.

Sponsoren

Sponsoren

Founded in 2011, Advisors & Partners LLP (“A&P”) is an independent, privately held, London-based company providing investment management advisory and corporate finance services to institutional investors and corporations globally. A&P’s expertise is to source investment themes and identify opportunities, identify and select specialist asset operators, conduct operational and investment due diligence, provide fund structuring and portfolio construction solutions. A&P focuses on financial, infrastructure, and real asset investments that display both useful and sustainable finance characteristics, which provide investors with capital preservation and long term stable, repeatable returns. A&P strives to provide solid solutions for long-term results. 

A&P has recently launched its sustainable transport infrastructure initiative, with the long-term objective to launch a series of funds which will own a total of €6.0 bln in freight wagon and river barge transportation equipment, which is manufactured and operated in European and neighbouring countries. Of this €6.0 bln, €2.4 bln will be raised from institutional investors, in the form of equity and €3.6 bln will be raised from specialist banks, in the form of senior debt. 

The investment strategy supports the European Green Deal and the UN Climate Change Initiatives, helping to decarbonise EU economic flows and be carbon neutral by 2050. The objective is to help decarbonise the transport sector, improve overall safety mobility, improve air quality, by facilitating a modal shift from road freight transport towards safer, more sustainable, environmentally friendly railways and inland waterways. 

The first fund to be launched in 2022 is the A&P Selective European Transportation Equipment Fund (“SETEF“). SETEF has appointed Touax Group, as the Preferred Operating Company, who is a leading player in the operational leasing of equipment for sustainable freight and river transportation and currently manages €1.2 bln. The Preferred Operating Company is responsible for the operational leasing and the maintenance of the equipment owned by SETEF. 

Website: https://www.advisorsandpartners.co.uk/

For nearly 50 years, we’ve been a trusted partner to institutional clients around the world. From large retirement and pension plans to government institutions, endowments and foundations, we have experience helping institutional investors of all types meet their financial goals. How do we do this? By partnering closely with each client so we can understand their challenges and aspirations from all angles. We then draw on our extensive investment capabilities, global network, and vast resources to design the right solution. This approach, focused on putting clients first and delivering better outcomes, is why we manage US $1.5 trillion, including US $662 billion on behalf of our institutional clients (as of 31 March 2022).

Mercer’s alternatives unit is a global specialist for alternatives investments, offers customized and pooled alternative investment solutions. Mercer’s flexibility to service its clients in a way that best fits their requirements is based on a modular service concept that reflects our heritage as a trusted advisor to our clients. With an operating history dating back over 30 years, Mercer Alternatives today oversees programs with an AUM of USD 26 billion, and provides customized solutions and advice on USD 164 billion. 240 professionals operate out of 27 offices across Europe, North America and Asia- Pacific and are supported by the full global resources of Mercer Investments. Mercer’s global alternatives platform provides efficient access to the most attractive investment opportunities worldwide in private equity, private debt, infrastructure, real estate, sustainable opportunities, and hedge funds. It also ensures state of the art portfolio management across primary investments, secondary transactions, and co-investments. Mercer’s clients can rely on a leading, integrated global alternatives platform supported by superior systems, extensive market knowledge, deep and complimentary expertise, strong research capabilities, thorough due diligence processes and a very broad industry network.

Preqin is the Home of Alternatives®, the foremost provider of data, analytics and insights to the alternative assets community. From pioneering rigorous methods of data collection to developing a revolutionary platform, we have committed ourselves to furthering the understanding of alternatives for over 18 years. Through close partnership with our clients, our 300 researchers based in key financial centers worldwide combine with cutting-edge technology to make sure our data and research is unique, timely, accurate and insightful.

Today, over 120,000 fund managers, investors, placement agents, service providers, advisors and other industry professionals from more than 38,000 firms worldwide are empowered with information that underpins their daily workflow including fundraising, asset allocation, investor relations, origination and business development.

• Private Equity & Venture Capital
• Private Debt
• Hedge Funds
• Real Estate
• Infrastructure
• Natural Resources

Preqin is an independent business with staff based in London, Dubai, Frankfurt, New York Chicago, Singapore, San Francisco, Sydney, Tokyo, Hong Kong, Guangzhou, Bangalore and Manila.

Stafford Capital Partners (“Stafford”) is an independent private markets investment and advisory firm with USD 8.1bn in assets under management and advice for more than 150 institutional clients worldwide. Founded in 2000, it has a global team of 80+ professionals investing in infrastructure, timberland, agriculture & food and sustainable private equity through secondaries, primaries, and co-investments. Stafford has been a UN PRI signatory since 2010 and has committed to the Net Zero Asset Managers initiative. It puts sustainability at the centre of its investment process and implements a well-defined ESG program across all strategies. www.staffordcp.com

Westbourne Capital is an independent investment manager focused exclusively on the infrastructure debt asset class. Westbourne’s senior executive team has more than two decades of experience investing on behalf of institutional clients and is strongly aligned through majority ownership of the firm. Since its founding, Westbourne has completed more than US$9 billion of investment grade and sub-investment grade financings across Europe, North America, Asia and Australia on behalf of its clients including pension funds, sovereign wealth funds and insurers.

www.westbournecapital.com.au

Informationen zum Veranstaltungsort

Informationen zum Veranstaltungsort

Hotel Kö59

Königsallee 59, 40215 Düsseldorf

Alles Wichtige zusammengefasst

EVENT

5. Infrastructure Investor Summit 2022

TERMIN

20.06.2022

UHRZEIT

08:50-16:30 Uhr

ORT

Hotel Kö59
Königsallee 59
40215 Düsseldorf

INITIATOR

ICF Institutional Capital Forum
ein Geschäftsbereich der ICA Institutional Capital Associates GmbH Mauerkircherstrasse 81b 81925 Munich, Germany

Ihre Sicherheit geht vor...

Ihre Sicherheit hat für uns Priorität – Damit der 5. Infrastructure Investor Summit auch während der COVID 19-Pandemie sicher und erfolgreich stattfinden kann, hat ICF ein umfassendes Sicherheits- und Hygienekonzept ausgearbeitet, das alle lokalen Vorschriften zur Sicherheit der Teilnehmer vollumfänglich berücksichtigt. Sollten Sie dennoch Fragen zu den lokalen Vorschriften haben, sprechen Sie uns bitte an.

Es können nur Personen an der Veranstaltung teilnehmen, die geimpft oder genesen sind oder einen negativen Test vorlegen können.

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