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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

22. Juni 2022, München

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.

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

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.

Melina Heinl
Vice President DACH Region
Preqin

Melina Heinl joined Preqin, the provider of intelligence across private equity, real estate, hedge funds, infrastructure, natural resources and private debt, in 2017. She heads the company’s research and data activities in the DACH region. Prior to this, Melina was responsible for Preqin’s data on institutional investors based in Germany, guaranteeing quality LP research used to generate opportunities for private capital fundraisers. 

Melina holds an LLM from the Queen Mary University of London and a diploma of law from the Johannes Kepler University in Linz, Austria.

Stefan Klaile
Founder and Managing Director
XOLARIS AG

Stefan Klaile founded the XOLARIS Group in 2010. Prior to that, he gained more than 20 years of experience in the field of liquid and illiquid financial products. He held management positions at international brokers, banks and management consultancies and worked for several years as COO / Head of Operations at an issuing house. Since 2010, he has been managing alternative investment products for third parties with the XOLARIS Group.
In 2013, he founded XOLARIS Service Kapitalverwaltungs-Aktiengesellschaft, based in Munich, whose portfolio management he has been responsible for as a member of the Executive Board since then.
Since 2016 he has been Chairman of the Supervisory Board of ADREALIS Service KVG, Hamburg, since 2018 Chairman of the Board of XOLARIS Capital Ltd, Hong Kong, Chairman of the Board of Directors of XOLARIS Capital AG, Vaduz and XOLARIS Capital SAS, Paris.
Stefan Klaile also teaches as a lecturer at the Frankfurt School of Finance & Management, where he developed the certificate course „Certified Closed End Funds Advisor / Manager“.

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.

Dr. Ingo Marten
Managing Partner
Stafford Capital Partners

Ingo serves on Stafford’s Executive Management Board and is the Managing Partner of Stafford‘s global real assets business with more than USD 4 billion assets under management in infrastructure, timberland, and agriculture & food. Operating out of Zurich, Ingo has over twenty years of principal investment experience in direct, fund, and secondary transactions. In addition, Ingo bolsters Stafford’s global sustainable impact investment team given his sector expertise in green-growth private equity and low-carbon infrastructure transactions as well as his work on multiple Sustainability Committees and Advisory Boards since the early 2000s. 

Ingo joined Stafford from Macquarie where he was responsible for the launch and management of the infrastructure secondary fund activities as well as the European aspects of Macquarie’s sustainable capital investment activities. Both activities were successfully transferred to Stafford in 2014. Prior to joining Macquarie, Ingo was a Director in Alternative Investments at Swiss Re. Prior to Swiss Re, Ingo worked in Corporate & Strategy Development at UBS. 

Ingo holds a PhD (magna cum laude) in Business Administration from the University of Fribourg (Switzerland).

Peter Renner
Chairman of the Board of Directors
Stiftung Allianz für Entwicklung und Klima

Peter Renner is a political scientist who has been working in leading positions with assistance and development cooperation for almost 30 years and has extensive experience abroad. Being very acquainted with current challenges in the field of development cooperation and climate policy, since 2020 he has been Chairman of the Board of Directors from the Foundation Development and Climate Alliance.

Kai Rintala
Managing Director
Taaleri Energia

Kai is the Managing Director of Taaleri Energia Funds Management and has over 15 years of experience in the infrastructure industry. Before joining Taaleri Energia, he worked for 10 years at KPMG, both in Helsinki and in London, advising public and private sector clients on infrastructure strategy and transactions across energy, transport and social infrastructure. Kai built and led KPMG’s infrastructure business at KPMG Finland with clients ranging from utilities and infrastructure funds to state ministries and construction companies. He has executed 900 MW of wind transactions as well as transactions in hydro power, electricity distribution and decentralised heat services.

Kai holds a PhD in Construction Economics from UCL and an MSc in Engineering and Industrial Management from Tampere University of Technology.

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.

Stephen Ross
Head of Investor Relations
Taaleri Energia

Stephen is the Head of Investor Relations at Taaleri Energia and has over 25 years experience in private equity and investment management. Stephen previously worked at CapMan and JP Morgan.

Stephen has an MA (Hons.) in Management and Economics from the University of St. Andrews

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/

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

Taaleri Energia is a Helsinki based renewable fund manager and developer. With 40 professionals, Taaleri Energia has one of the largest dedicated wind and solar investment teams in Europe and manages a 2.8 GW wind and solar portfolio in Europe, the US and the Middle East.

Taaleri Energia is ranked by Preqin as one of the most consistent top performing infrastructure fund managers.

Taaleri Energia is part of the Taaleri Group, which is listed on the Nasdaq Helsinki stock exchange.

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

Know-How- und Technologiepartner

Know-How- und Technologiepartner

Informationen zum Veranstaltungsort

Informationen zum Veranstaltungsort

Sofitel Hotel München Bayerpost

Bayerstraße 12, 80335 München
  • 100 m vom Münchner Hauptbahnhof
  • Innovative Audio- und Videotechnik
  • Strategisch günstig an wichtigen Zielen gelegen
  • 20 Konferenzräume
  • Alles unter einem Dach
  • Weitere Informationen unter: https://all.accor.com/hotel/5413/index.de.shtml

Alles Wichtige zusammengefasst

EVENT

5. Infrastructure Investor Summit 2022

TERMIN

22.06.2022

UHRZEIT

09:00-16:30 Uhr

ORT

Sofitel Hotel München Bayerpost Bayerstraße 12 80335 München

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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