Co-investments as direct access to infrastructure assets, opportunities, risks and current trends

UBS Asset Management

 

State of the market Where does infrastructure stand and what does the future hold?

Dr. Christian Fingerle, Senior Managing Director, Stepstone

 

Diversified infrastructure investments: Opportunities for private customers

  • Infrastructure is omnipresent - from toll roads, tunnels and railways to data centres. But here too, investments should generally be diversified. A broadly diversified portfolio - regardless of size - can take advantage of more opportunities and better withstand risks.
  • Private customers are well advised to invest broadly and to ensure that the provider has the relevant expertise and experience in the respective area. We at Allianz manage around 50 billion euros in this area. Nevertheless, investors should be aware of the characteristics, such as the long investment horizon, and risks associated with investing in private markets.
  • We at AllianzGI rely on the ELTIF & explain our investment approach during the presentation/panel.

Raluca Jochmann, Managing Director | Head of Private Markets Solutions, Allianz Global Investors

 

Combining Real Estate with operational excellence

Nico Rheims, Managing Director, ARDIAN

 

Evergreen infrastructure: A hype or long-term success?

  • Not every mushroom that pops up is edible
  • What makes evergreens successful?
  • Big is beautiful - this is especially true for evergreens

Dominik von Scheven, Managing Director Infrastructure & Real Assets, Hamilton Lane

Ralph Aerni, Managing Director, Head of Client Solutions EMEA, Hamilton Lane

 

From pioneers to wealth portfolios – the evolution of private markets

  • Prologue: The illiquid advantage
  • Act 1: The Legacy: A History of outsized Returns
  • Act 2: The Shift: Democratization & Innovation
  • Act 3: The Opportunity: Why Now?
  • Act 4: Call to Action: Building the Portfolio of the Future

Daniel Imhof, Head of Client Solutions EMEA, Managing Director, iCapital

 

Unlisted infrastructure – Adding value through active management and capital reinvestment
To realise the full value of infrastructure investments, we believe that best in class managers need to:

  • Bring an active, hands-on approach and have the required in-house capability
  • Be willing to re-invest over the long term to achieve sustainable growth
  • Apply a patient, disciplined and systematic approach

Max Figueth, Executive Director, IFM Investors

 

Renewing Renewables

  • Repowering as a building block of the energy transition
  • Repowering in Europe - starting points for institutional investors
  • Sustainability aspects of repowering projects

Dr Ingo Marten, Managing Partner Real Assets, Stafford Capital Partners

 

Panel “ELTIF 2.0 in practice – how product innovation and operational readiness must be combined"

Alexandros Mitropanos, Manager, EY Wealth & Asset Management

Veith Riebow, Managing Director, StepStone Group

 

Investors Panel

Moderation: Manuela Fröhlich, Fondsfrauen