INFRASTRUCTURE INVESTOR SUMMIT 2022
INFRASTRUCTURE INVESTOR SUMMIT 2022
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.
Further presentations of the keynote speakers on request. We will be happy to put you in direct contact with the speakers.
Please contact Mario Weiss: firstname.lastname@example.org
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.
Planned Panels and Keynotes
Planned Panels and Keynotes
Head of Institutional Portfolio Manager EMEA
Franklin Real Asset Advisors
Mr. Brandes holds an MBA and a BSc. in Small Business/Entrepreneurship from Florida Atlantic University.
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.
EIP – Egbers Investment Partner
Director, Head of Europe
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 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.
Rail & Inland Waterways Specialist –
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.
Senior Research Associate
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.
Associate – Infrastructure Investments
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.
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.
Alternatives Investment Director DACH
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)
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.
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.
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.
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
• 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.
Königsallee 59, 40215 Dusseldorf, Germany
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- Further information under: https://www.hommage-hotels.com/hotel-koe59-duesseldorf/unser-hotel
Everything important summarized
5. Infrastructure Investor Summit 2022
20 June 2022
8:50 am - 4:30 pm
40215 Dusseldorf, Germany
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.