| 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 (working title) Prof. Dr. Jörg Krämer, Chief Economist, Commerzbank |
| 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 Business, 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
Max Lindner, Partner, Antin Infrastructure Partners
James Mills, Managing Director, Adaptogen Capital | 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 |
| | Stream 1 + Stream 2 |
| 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 |
| 2:10 p.m. - 2:55 p.m. | 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 mbH |
| 2:55 p.m. - 3:30 p.m. | Coffee break |
| 3:30 p.m. - 4:15 p.m. | Investor panel Stefanie Harzenetter, Investment Manager, Maryland
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 |
| From 5:00 p.m. onwards | Closing remarks and networking |
