4th INFRASTRUCTURE INVESTOR SUMMIT 2019 MUNICH

Key topics and objectives of the INFRASTRUCTURE INVESTOR SUMMIT 2019:

• 30 years of infrastructure investing – the evolving infrastructure landscape.
• How global trends are creating infrastructure investment opportunities.
• Stafford Infrastructure – Pioneers in delivering core infrastructure exposure via secondaries.
• Entering the German investment market as a non-German asset manager.
• Infrastructure debt: Understanding the opportunity.
• Global energy perspective – changing landscape and opportunity.
• Global standard for sustainability in infrastructure – GRESB infrastructure 2019.

Markus Bannwart, Director and Head of the department Alternative Investments – Universal-Investment

Markus Bannwart, Director and Head of the department Alternative Investments – Real Assets Solutions at Universal, is responsible for the structuring and set up of fund vehicles. This includes all private equity, infrastructure, renewable and loan Investments for Universal’s German and Luxembourg fund platforms and securitization companies.

Before joining Universal-Investment, he worked for several other fund initiator and asset manager. Bannwart has more than 20 years of experience in structuring and investing in alternative investments.

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Hans-Peter Dohr, Managing Partner – Institutional Capital Associates GmbH (ICA)

Hans-Peter Dohr is founder and Managing Director of ICA Institutional Capital Associates GmbH. Mr. Dohr focuses on the investment advisory segment of our business.

He has over 30 years of investment and finance experience, including board and investment committee positions at state investment holding companies and infrastructure and private equity investment funds.

Prior to founding ICA, he served as head of advisory at DC Placement Advisors, one of the leading European private markets advisory firms. Earlier in his career, he worked for multiple groups within investment banking at Fox-Pitt, Kelton, Salomon Brothers, Credit Lyonnais and Chase Manhattan Bank as well as the Ministry of Finance and the State Development Bank in Austria.

Hans-Peter Dohr holds a Master’s degree in Business Administration from the Vienna University of Economics and Business.

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Burkhard Egbers, Founder & Partner – Egbers Investment Partners

Burkhard Egbers is Founder and Managing Partner at EIP – Europe and General Partner and Managing Director of Global Gateways Group. Burkhard Egbers has more than 20 years of experience in origination, arranging and advising in international infrastructure projects.

Prior to this he held various senior management positions as Global Head of Transport & Social Infrastructure at DekaBank and Vice President at DVB Bank SE responsibility for the sourcing, arranging, structuring and underwriting of large-scale infrastructure project, both on the debt and equity side. While operating the global transport and social infrastructure investment unit, Burkhard has been appointed as CEO at Deka Kommunal Consult an advisory firm specialised in PPP transformation for the public sector and private entities. Throughout his professional life of more than 20 years he established excellent relationships within the administration, industry sector and investment.
He started his career as assistant director at Volkswagen Mexico.

Burkhard holds a Master of Science in Business Management from the University of Applied Science Koblenz. Burkhard’s university decree was supported by international engagements at university of Zaragoza, Spain and mandates in Ecuador, Mexico and London.

Burkhard could achieve outstanding achievements as he was instrumental for the successful placement of Europe’s first open ended regulated senior secured infrastructure debt fund in 2009. In addition, he has been awarded with the Port Deal of the Year 2005 (Jane’s transport).

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Tim Floyd, Director – Westbourne Capital

Tim Floyd is a Director at Westbourne with overall responsibility for the London office. He has spent the past 16 years working in debt and equity markets with a focus on infrastructure, including the past six years as part of the Westbourne team responsible for committing over of $8 billion of client capital to 70 infrastructure debt investments.

At Westbourne Capital, Tim’s responsibilities include sourcing of investment opportunities, investment analysis, asset management, capital raising and client management. His investment experience covers all major infrastructure sub-sectors including regulated utilities, conventional and renewable generation, midstream infrastructure, airports, ports, toll roads, telecommunications infrastructure and social infrastructure PPPs.

Prior to Westbourne Capital, Tim worked for DWS (formerly Deutsche Asset and Wealth Management) and previously held roles at Hastings Funds Management, Dresdner Kleinwort and Wells Fargo.

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.

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Jim Long, Founder & Partner – LongReach Capital

Jim Long is a highly experienced clean energy, technology, energy and infrastructure finance professional as a principal investor, strategic advisor and banker. Jim is Founder and Partner at LongReach Capital.

Prior to that he was Partner at Greentech Capital Advisors, where he worked on a range of advisory assignments from major corporates including ENGIE, E.ON, RWE, Total, Equinor , CEZ, Mitsubishi, and ABB. Before joining GCA, Jim was a Managing Director at Ecofin, a leading specialist investor in utilities, renewable energy, and infrastructure. He led the private equity and infrastructure investment activities with over $500 million invested across wind, solar, water, and related sectors and over $750 million in realizations.

Prior to Ecofin, Jim spent 12 years at Citigroup in London in a number of roles, most recently as co-Chairman of Global Power and Utilities Investment Banking.

Jim has a Dual Degree in Economics (Wharton School) and English from the University of Pennsylvania. He holds both a Master of Philosophy and Master of Studies in Modern History from Oxford University, where he was also a tutor. He is a dual French and American national and speaks French, Spanish, and Italian.

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Dr. Ingo Marten, Managing Partner – Stafford Real Assets

Dr. Ingo Marten is Partner and Member of the Executive Board at Stafford managing its Real Assets and Infrastructure activities. Ingo is based in Zurich and has over fifteen years of principal investment experience in both direct and fund transactions. Ingo’s substantial sector expertise in infrastructure, timberland, agriculture & food as well as green growth private equity contributes to Stafford’s global investment capabilities while his local presence in Switzerland and language capabilities bolster Stafford’s regional European footprint.

Ingo joined Stafford in 2014 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 of these activities have been transferred to Stafford in 2014.

Prior to joining Macquarie, Ingo was Director in Alternative Investments at Swiss Re, responsible for the development and management of its sustainability- and infrastructure-focused portfolio. 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).

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Josien Piek, Head of EMEA – GRESB

Josien is responsible for Europe, the Middle East and Africa for GRESB. As a macro economist she views the transformation of the economic system into a just and sustainable eco-structure as the challenge of our time.

She has a 25-year background in the financial sector, starting as a banker and as a portfolio manager fixed income credits.

Josien has a Supervisory Board Membership at the World Benchmarking Alliance. Before joining GRESB, Josien worked in London as head of Northern European business development for Investec Asset Management.

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Thilo Tecklenburg, Director and Partner – Meridiam

Thilo Tecklenburg is a partner at Meridiam and recently relocated from North America to Europe to help the firm originate, develop and manage projects in new and evolving sectors in select European countries. As COO for North America, Thilo oversaw the firm’s activities in that market for the past six years. He was actively involved in the structuring of Meridiam’s North American landmark project, the LaGuardia Central Terminal Redevelopment Project, and also oversaw bids for several other pursuits in various market sectors.

Before joining Meridiam in 2013, Thilo was the head of Bilfinger Project Investments’ Development Team in North America. He has led consortia for projects in Canada, the U.S., Continental Europe and Australia.

Thilo holds an engineering degree and a Ph.D. from the Technical University in Brunswick, Germany.

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Carl L. Williams, Partner – Riverstone Holdings LLC

Mr. Williams is a Partner of Riverstone and Co-Head of Riverstone Power. He is based in Houston. Mr. Williams joined Riverstone in 2008 and is responsible for sourcing and managing energy investments with a focus on equity in the power sector. Mr. Williams serves as a member of Riverstone Power’s Investment Committee.

Prior to joining Riverstone, Mr. Williams was a New York based member of the Global Natural Resources Investment Banking Group at Goldman, Sachs & Co., where he advised energy and power clients globally on financing and M&A transactions. Prior to joining Goldman in 2005, Mr. Williams held various positions in engineering, operations and procurement at Lyondell Chemical Company.

Mr. Williams currently serves on the boards of Talen Energy Corporation, Enviva LP, TrailStone, ReEnergy Holdings, Crimson Resource III, and U.S. Oil & Refining.

Mr. Williams received his B.S. in Chemical Engineering (Tau Beta Pi, Phi Lambda Upsilon) and a B.A. in Economics (Phi Beta Kappa) from Rice University. He earned his M.B.A. from Columbia University with a focus in Finance and Economics, where he was awarded the Wall Street Journal Award in finance. He serves as an energy advisor to Ayata, Inc., a pioneer in the field of Prescriptive Analytics, and is a member of the Leadership Cabinet of Texas Children’s Hospital.

Mission-driven and investor-led, GRESB is the environmental, social and governance (ESG) benchmark for real assets. (www.gresb.com)

We work in collaboration with the industry to provide standardized and validated ESG data to the capital markets. The 2019 real estate benchmark covers more than 1,000 property companies, real estate investment trusts (REITs), funds, and developers. Our coverage for infrastructure includes 500 infrastructure funds and assets.

Combined, GRESB represents over USD 4 trillion in real asset value. More than 100 institutional investors, with over USD 22 trillion AUM, use GRESB data to monitor their investments, engage with their managers, and make decisions that lead to a more sustainable real asset industry.

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ICA (www.ic-ica.com) provides investment advisory and capital raising services and delivers unique, exclusive investor events.

The focus of the firm lies on tailor-made investment solutions in the private equity, private debt, infrastructure and real estate sectors. In addition to that, ICA helps raising funds for alternative investment firms. The firm takes on a limited number of assignments each year, preferring to work on a tailored basis with each mandate specified and executed to best suit its client.

ICA is owner-managed and headquartered in Munich/Germany.

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Riverstone Holdings LLC (www.riverstonellc.com) is an energy and power-focused private investment firm founded in 2000 by David M. Leuschen and Pierre F. Lapeyre, Jr. with approximately $39 billion of capital raised. We conduct buyout and growth capital investments in the exploration & production, midstream, oilfield services, power, and renewable sectors of the energy industry.

With offices in New York, London, Houston, Mexico City, and Amsterdam, we have committed nearly $39 billion to nearly 180 investments in North America, South America, Europe, Africa, Asia, and Australia.

Our organization is a flat, nimble structure that suits us and the management teams with which we partner. In fact, we have worked with many of our current CEOs multiple times before, and without continued mutual respect and repeat commitment from both sides we could not be as effective.

Riverstone reinforces this pledge by having plenty of ‘skin in the game,’ and over $1 billion of the firm’s commitment to funds and operations comes directly from our partners, employees, management teams, and other associates.

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Stafford Capital Partners (www.staffordcp.com) is a leading private markets investment and advisory group with a global presence and $5.3 billion under management and advice.

Stafford works with a wide range of institutions like pension funds and insurance companies to deliver returns with a high cash yield through active investing across private markets segments such as infrastructure, timberland, agriculture & food, green growth private equity, and venture.

The company works diligently and creatively to find the best investment opportunities across a range of market sectors and accesses these opportunities with a focus on secondary transactions that significantly reduce the blind-pool-risk and avoid negative J-curve effects.

Stafford is owned entirely by its principals – principals who have spent their careers investing in the private markets on behalf of clients with relationships spanning decades. While underpinned by investment performance, Stafford supports clients with complete integrity, open communication and a philosophy of responsible investing. Stafford is committed to and proud signatory of the PRIs since 2010.

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Universal-Investment (www.universal-investment.com/en) is the largest independent investment company in German-speaking countries with EUR 462 billion in assets under administration, of which around EUR 360 billion are in retail and institutional products (UCITS, SICAV, Spezial-AIF, SCS, etc.) and EUR 102 billion in additional services (insourcing, direct investments, etc.), 1,402 funds and investment structures and around 700 employees.

In its three product lines Securities (Master KVG, Private Label Funds), Alternative Investments (Real Estate, Real Assets) and Portfolio Management with rule-based investment strategies, Universal-Investment offers institutional investors and fund initiators efficient administration, structuring of their funds, securities and alternative investments, supplemented by sophisticated risk management.

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Westbourne Capital (“Westbourne”) is a specialist global investment manager exclusively focused on infrastructure debt. (www.westbournecapital.com.au)

Westbourne currently manages USD9.7 billion in cumulative client commitments from 51 institutions, including pension funds, sovereign wealth funds, insurance companies and endowment funds.

Westbourne’s investment team has a continuous track record of acting as investment fiduciaries spanning 20 years. During this period the investment team has completed more than 100 infrastructure debt investments across Europe, North America and Australia.

Westbourne is owned by the investment team and directors (70%) and Mitsui & Co. (30%).

Event framework:

• 1 day
• Keynote speeches, panel discussions and interviews
• In addition, the small and exclusive framework permits the key topics to be discussed during the breaks

The INFRASTRUCTURE INVESTOR SUMMIT 2019 is a private meeting of the opinion leaders of leading market players where the challenges and opportunities of the infrastructure investment landscape will be discussed. In addition, the event format will offer an excellent opportunity to exchange ideas and knowledge with opinion leaders and establish valuable business contacts at top level.

The INFRASTRUCTURE INVESTOR SUMMIT 2019 begins at 9.30 am. The event will end in the afternoon at around 4.30 p.m. at a get-together in a relaxing atmosphere.

The contents of the forum will be imparted and discussed in a clear and barrier-free panel format whereby the focus will be placed on ensuring the proximity of participants to speakers and a direct exchange between speakers and the participants wishing to engage in discussions.

“An intimate event deliberately kept on a small scale with an outstanding mixture of exceptional and pioneering participants that enables in-depth and individual discussions as well as an exchange of experience about key issues.”

The INFRASTRUCTURE INVESTOR SUMMIT 2019 is thus a unique platform for infrastructure investors, prominent asset managers and professional advisors located in the DACH countries in order to:

• make contact and cement relationships with participants in informal, friendly surroundings,
• hear the opinions and assessments of leading decision-makers of important investors from the DACH countries, of prominent asset managers, and a selection of experts from related areas,
• be a part of the most prestigious and relevant infrastructure event in German-speaking countries (Germany, Switzerland and Austria).

The INFRASTRUCTURE INVESTOR SUMMIT 2019 is THE most significant event for all participants on the topic of infrastructure in the DACH region.

From the perspective of asset managers and experts:

• Position and represent your firm in front of the most important institutional investors in the DACH universe.

From the perspective of investors:

• Find out at first hand from top-level market players and colleagues from other institutional investors what the challenges are and what strategies are adopted to successfully invest in the infrastructure segment.
• Participants will have the opportunity to make new contacts and exchange ideas and information in an atmosphere of confidentiality.
• You will meet important market players from the infrastructure investment industry.

Hotel

HILTON MUNICH PARK
Am Tucherpark 7
80538 Munich
Germany

Phone: +49 89 3845 0
Fax: +49 89 3845 2588

 

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Meeting Room