Keynote (GER)
Prof. Dr. Jörg Krämer, Chief Economist, Commerzbank
Digital infrastructure – AI and data centers
- AI boom as an investment driver: can expectations be met or is there a threat of a bubble?
- Left behind by the US? Investment opportunities in Europe
- Investments between the state, big tech, and institutional capital: possible interactions
- The investment case for institutional investors: access routes and case studies
- Energy demand as a key challenge: integration with other infrastructure sectors
- AI-driven increase in demand for data centers
- Future of policy and regulation for the AI sector
Richard Parker, Managing Director, Barings
The Role of Infrastructure in Institutional Investment Portfolios – Perspectives from GPs and LPs (GER)
Dr. Christian Fingerle, Senior Managing Director, StepStone Group
Energy transition in the Nordics
- Nordic Energy Market Outlook: Get an understanding of the Nordic Energy Market including key trends and investment drivers in the region’s clean energy transition.
- Repowering and System optimization: Explore the important role of decentralized energy assets and how repowering and combining different assets with BESS boosts flexibility and strengthens local energy resilience.
- Hydropower’s Strategic Role: Why Hydropower plays a key role in stabilizing the Nordic grid and supporting clean energy growth.
Elin Löfblad, Portfolio Manager Infrastructure Fund, SEB
Valuation of Infrastructure Assets (GER)
- Fair Valuation of Infrastructure Projects
- Benchmarking
- Technical Challenges
- The Role of Infrastructure in Liquidity Management
Thomas Lehmann, Director, Head of the Berlin Office and Member of the Extended Management Board, Wüest Partner – W&P Real Estate Consulting GmbH
Artificial Intelligence and Data Centers
TBD, IFM
Panels:
Battery Storage
Shirley Chojnacki, EdR
Maximilian Lindner, Antin
James Mills, Adaptogen
Germany as an Infrastructure Investment Destination (GER)
Andreas Avril, Deloitte
Municipal Infrastructure (GER)
Robert Guzialowski, Hansainvest
