klimaneutral_logo

INFRASTRUCTURE INVESTOR SUMMIT 2022

INFRASTRUCTURE INVESTOR SUMMIT 2022

Registration note

Participation in the event is by invitation only. If you would like to apply, please email Mario Weiss at m.weiss@ic-icf.com oder rufen Sie an unter
+49 (0) 89 125 01 80 11.

5th Infrastructure Investor Summit 2022

20 June 2022, Dusseldorf

Presentation of the conference

Over the past two decades, institutional and private investment in public infrastructure has steadily increased. The long-term and diversified nature of infrastructure projects and the strong return profile have led to the asset class gaining the interest of the fund management, pension fund and insurance industries.

Infrastructure will play a key role, not only in rebuilding economies, but also in the geopolitical shifts that may occur as the world recovers from COVID-19, with the Investment Plan for Europe, the announcement of the Green Recover Budget by the UK, and President Biden’s commitment to a “Green New Deal.”

However, since the start of the COVID-19 lockdowns in Q2 2020, global private infrastructure investment has been trending downward. In Q4/2020, private infrastructure investment was only 60% of Q4/2019 levels.

The 5th Infrastructure Investor Summit will discuss the impact of the virus on the global infrastructure business, from changing market perspectives to industry adjustments along the infrastructure value chain. Finally, the summit will provide an outlook on key trends and developments in 2022.

Program

Program

Below is an overview of the opportunities, challenges and key dialogues we will explore during the conference. The program is subject to change.

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.

Committed speakers

Committed speakers

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”.

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).

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.

Fabrice Walewski
General Partner & CEO
Touax Group

Fabrice is a seasoned rail and transportation equipment professional with 30 + years of experience. Serves as a Managing Partner of Touax SCA, President of Touax Global Container Services, shareholder SHGP. Mr. WALEWSKI also serves as President, Managing Director and Deputy Chief Executive Officer of TOUAX SA and has been its Manager since June 1994 and Managing Partner since 2005. He served as Co-Chairman of TOUAX SA from 1999 to July 28, 2005 and served as its Director since 1994. In 2010, he was presented with the prestigious Stratégie d’Entreprise award. Advisors & Partners has appointed Touax as the Preferred Operating Company to the A&P Selective European Transportation Equipment Fund.

Fabrice Walewski
General Partner & CEO
Touax Group

Fabrice is a seasoned rail and transportation equipment professional with 30 + years of experience. Serves as a Managing Partner of Touax SCA, President of Touax Global Container Services, shareholder SHGP. Mr. WALEWSKI also serves as President, Managing Director and Deputy Chief Executive Officer of TOUAX SA and has been its Manager since June 1994 and Managing Partner since 2005. He served as Co-Chairman of TOUAX SA from 1999 to July 28, 2005 and served as its Director since 1994. In 2010, he was presented with the prestigious Stratégie d’Entreprise award. Advisors & Partners has appointed Touax as the Preferred Operating Company to the A&P Selective European Transportation Equipment Fund.

Sponsors

Sponsors

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

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

Supporter

Medien Partner

Know-How- und Technologiepartner

Know-How- und Technologiepartner

Venue information

Venue information

Hotel Kö59

Königsallee 59, 40215 Dusseldorf, Germany

Everything important summarized

EVENT

5. Infrastructure Investor Summit 2022

TERMIN

20 June 2022

UHRZEIT

9:00 am - 4:30 pm

ORT

Hotel Kö59
Königsallee 59
40215 Dusseldorf, Germany

INITIATOR

ICF Institutional Capital Forum
a business unit of the ICA Institutional Capital Associates GmbH Mauerkircherstrasse 81b 81925 Munich, Germany

Your safety comes first...

Your safety is our priority – To ensure that the 5th Infrastructure Investor Summit can take place safely and successfully during the COVID-19 pandemic, ICF has prepared a comprehensive safety and hygiene concept that fully takes into account all local regulations for the safety of participants. However, if you have any questions regarding local regulations, please contact us.

Only persons who are vaccinated or recovered or can provide a negative test can participate in the event.

Select your currency
EUR Euro