| 9:00 a.m. - 9:10 a.m. | Opening Remarks Dr. Philipp Bunnenberg, BAI e.V. |
| 9:10 a.m. - 9:55 a.m. | Keynote (GER): The Global Economy and Capital Markets – An Outlook Prof. Dr. Jörg Krämer, Chief Economist, Commerzbank
-Germany: Higher, but only moderate growth
- Inflation: Temporary decline from spring next year
- ECB: Markets pricing in numerous rate hikes
- Capital market rates: Pause in yield increases only temporary |
| 9:55 a.m. - 10:25 a.m. | 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
- AI-driven increase in demand for data centers
- Future of policy and regulation for the AI sector
Richard Parker, Managing Director, Barings |
| 10:25 a.m. - 11:00 a.m. | Coffee Break |
| | Stream 1 | Stream 2 |
| 11:00 a.m. - 11:25 a.m. | Infrastructure performance, decoded: who really beat the market?
- A decade of private infrastructure in numbers: the returns, the volatility, and the drawdowns behind the "stable asset" story
- The quartile trap: how the wrong benchmark flatters performance, and what a representative one exposes
- Skill or luck? Who genuinely outperformed, and whose edge actually persists, from GP and fund-level data
Abhishek Gupta, Head of Product, SIPA
| The Role of Infrastructure in Institutional Investment Portfolios – Perspectives from GPs and LPs (GER) - The Role of Infrastructure in Strategic Asset Allocation (SAA)
- The Evolution of Infrastructure: From a Niche Asset Class to a Core Component of Institutional Portfolios
- Infrastructure as an Inflation Hedge: Empirical Evidence, Sector Differences, Equity vs. Debt, and Structuring Considerations
- Differences Across Investor Types and Regulatory Considerations
- Reinvestment and Portfolio Restructuring in Infrastructure: Current Trends
- Emerging Managers
- Exit Strategies
Dr. Christian Fingerle, Senior Managing Director, StepStone Group |
| 11:25 a.m. - 11:50 a.m. | 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.
Richard Gavel, Portfolio Manager, SEB
Elin Löfblad, Portfolio Manager, SEB | Valuation of Infrastructure Assets (GER) - Fair Valuation of Infrastructure Projects
- Benchmarking
- Technical Challenges
- The Role of Infrastructure in Liquidity Management
Thomas Lehmann, Director Valuation, Wüest Partner |
| 11:50 a.m. - 12:35 p.m. | Panel „Battery storage as the key to the energy transition" Shirley Chojnacki, Managing Director und Leiterin des Bereichs Energie, Edmond de Rothschild
Ali Cox, Principal, Antin Infrastructure Partners
James Mills, Managing Director, Adaptogen Capital
Moderation: Dr. Alex Murray, Director - Infrastructure Research and Strategy, UBS Asset Management | Panel „Municipal Infrastructure“ (GER) Robert Guzialowski, Head of Development Real Assets, Hansainvest
Dr. Philipp Holtkamp, Asset Management – Alternative Investments, VGH Versicherungen
Dieter Seitz, Managing Director, LHI Kapitalverwaltungsgesellschaft
Moderation: Max Schönfelder, Head of Alternative Investment Team, Helaba Invest |
| 12:35 a.m. - 1:45 p.m. | Lunch |
| 2:45 p.m. - 2:10 p.m. | Modernising Transport Infrastructure for a Changing World Growing capacity constraints across Europe’s transport system are driving the need to optimise existing asset networks, supported by:
- Digitalisation and automation to enhance capacity, improve user experience, and drive operational efficiency
- Strengthening security and resilience across critical transport infrastructure
- Embedding health & safety through improved asset design, operations, and technology
Felix Schmidt, Investment Director Infrastructure, IFM Investors | From Strategy to Execution: The Added Value of an Integrated Infrastructure Approach - Integrated Infrastructure Approach: Thematic convictions can be implemented flexibly and consistently through direct investments, co-investments, and primary and secondary funds.
- Diversification and Flexibility: Combining different investment approaches strengthens the risk-return profile and allows for the use of the most appropriate instrument depending on the market phase.
- Broader range of opportunities: Investors gain access to diverse sources of returns and risk profiles and can tailor their allocation to specific investment objectives, liquidity requirements, and governance guidelines.
- Real-world examples from the energy transition, digitalization, and decarbonization demonstrate how long-term infrastructure trends can be efficiently reflected in a portfolio across the entire market cycle.
Dr. Melk Bucher, Private Infrastructure Europe, Member of Management, Partners Group |
| 2:10 p.m. - 2:55 p.m. | Panel „Germany as an Infrastructure Investment Destination“ (GER) Andreas Avril, Director Infrastructure & Capital Projects, Deloitte
Alexandra Graf, Head of Infrastruktur, ALH Gruppe
Jens Jäger, Director/Chief Analyst, Value & Risk Valuation Services
Sebastian J. Schweier, Head of Infrastructure Investments, Versicherungskammer Tecta Invest
Moderation: Markus Schmidt, Head of Infrastructure Business Development, INTREAL | Panel „Investment Trends and Challenges in Regulated Networks” (GER) Misha Nahorny, Managing Director, Arjun Infrastructure Partners
Michael Stachowski, Investment Director, YIELCO
Ingo Voigt, Consultant for the Südwest-Konsortium, SWK
Moderation: Pascal-Stephan Scheeff, Senior Product Manager, Transformation Finance, LBBW Asset Management |
| 2:55 p.m. - 3:30 p.m. | Coffee break |
| 3:30 p.m. - 4:15 p.m. | Investor Panel „The LP Perspective – Strategic Asset Allocation Between Ambition and Reality“ (GER) Stefanie Harzenetter, Investment Manager, Maryland
Peter Herrmannsberger, CEO, Philips Pensionskasse (VVaG)
Felix Schleer, Manager Financial Asset Management, EnBW Energie Baden-Württemberg
Tobias Zahn, Portfolio Manager Alternative Investments, SOKA-BAU
Moderation: Manuela M. Fröhlich, Co-founder, Fondsfrauen |
| 4:15 p.m. - 5:00 p.m. | Keynote: How Europe Can Make a Comeback - Transform defense spending into defense investments
- Strive for strategic technological leadership in relevant dual-use technologies
- Identify and leverage our own chokepoints
- Shift from reacting to taking the initiative
Nico Lange, Director, Institute for Risk Analysis and International Security |
| From 5:00 p.m. onwards | Closing remarks and networking |
