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Agenda

*Almost all speeches will be in German

9:00 – 9:05
Welcome and opening remarks

Frank Dornseifer und Michael Bommer, BAI e.V.

 

9:05 – 9:30
Keynote-Speech: Current Insights from the Sustainable Finance Advisory Committee of the Federal Government

Christian Heller, Deputy Chairman of the Committee/CEO Value Balancing Alliance

 

9:30 – 9:55 
Sustainability Preferences under IDD

  • Key concerns with the distribution of sustainable financial products
  • Categories of “sustainability preferences” and impact of the new legislation
  • EIOPA’s Guidance and key issues addressed (e.g., treatment of Multi-Option Products)

David Cowan, Principal Expert and Team Leader, Consumer Protection Department, EIOPA

 

9:55 – 10:20
Sustainability Preferences in the Distribution of Investment Funds ­– First Experiences

  • What are sustainability preferences?
  • Adaptation of the suitability test to ESMA guidelines
  • Practical report: Effects depending on asset class and business model

Dr. Harald S. Glander, LL.M. (University of Cape Town), Partner, Simmons & Simmons LLP
Daniel Lühmann, LL.M. (University of Edinburgh), Counsel, Simmons & Simmons LLP

 

10:20 – 10:45 
How Sustainability changes Performance Promises of Private Market Asset Managers

  • Sustainability: a European view of the current landscape, customer expectations and regulation
    • Sustainability goes far beyond regulatory requirements
    • Heterogeneous but rapidly rising customer expectations
    • Lessons from sustainability developments over the past 10 years for the future
  • The role of sustainability in the competitiveness of private market asset managers
    • As a differentiation of products and return promises (avoiding stranded assets)
    • As a path to scalability
  • How private market asset managers can deal with this challenge
  • Practical examples / case studies of sustainable private equity and infrastructure funds

Christina Böck, Partner, INDEFI
Félix Guérot, Senior Consultant, INDEFI

 

10:45 – 11:10
Sustainability Data for Private Markets

  • Challenges for Private Markets with relating to ESG Information: using the "right" framework, efficient ESG data disclosure procedures, and analyzing the investment portfolio for sustainability performance
  • Sustainability as an increasingly important value driver at all stages of the lifecycle: during due diligence to acquire assets, during the holding period, and at exit
  • Need for accessible, transparent and comparable ESG data for private markets for all these use cases
  • Presentation of a technology platform to overcome exactly these difficulties

Matthias Hübner, Global Head of Solutions & Head of Germany, ESG Book

 

11:10 – 11:35
Coffee Break

 

11:35 – 12:00
Application of the Taxonomy in the Real Estate Industry

  • Taxonomie-Reporting primarily means disclosure of financial ratios: the challenge of Activity Mapping
  • Lack of industry standards for technical evaluation criteria: e.g. Top 15 % approach
  • Do not underestimate climate risk assesment
  • Compliance with minimum social safeguards requires Due Diligence

Jenny Stephan, Senior Managerin, Sustainability Expert Real Estate, KPMG Deutschland

                       

12:00 – 12:45
Panel on the Taxonomy: Taxonomy as a pionieering set of rules?

As a key element of the Sustainable Finance Initiative, the EU is creating a set of rules in the form of the Taxonomy, which is intended to define which economic activities make significant contributions to – initially – environmental sustainability. But does the market even need such a specification or does it perhaps not go far enough? What is the current and future market acceptance of the Taxonomy? And what challenges are associated with its practical application in the context of Alternative Investments? The panel with the following participants is looking forward to getting to the bottom of these and other questions:

Katharina Nickel, Head of Sustainable Business IPS & Institutional Clients, Sustainable Advisory & Business, BNP Paribas
Marc Göbbels, Director ESG in Deals, PwC (Moderation)
Joel El-Qalqili, General Counsel, Vidia
Johannes M. Kneer, Investment Manager, YIELCO

 

12:45 – 13:45
Lunch

 

13:45 – 14:10
Practice Report: EET & NFRD / Art. 8 Taxonomy Delegated Act Reporting for alternative Investments

  • EET
    • What is it?
    • GP Questions (Asset Manager)
    • LP-Questions (Investor)
  • Art. 8 Taxonomy DVO
    • What is it and why is it not in the EET?
    • GP-Questions (Asset Manager)
    • LP-Questions (Investor)

Jegor Tokarevich, CEO, SOF (Substance Over Form Ltd.)/SOFI (SOF Infrastructure Ltd.)

 

14:10 – 14:25
Start-up Pitch: Intelligent ESG data and EET generation for alternative assets

Carlos Albrecht, Proof
Dr. Pascal Stock, d-fine GmbH

 

14:25 – 14:50
PAI integration: from portfolio companies to investors – Case study

  • Global context: understanding PAIs and the corresponding legal requirements
  • Implementation for Private Equity and Private Debt
  • Challenges & solutions for a private equity investment company
  • Case study

April Tissier, Senior Manager, Ardian

 

14:50 – 15:05
Intro Speech: Impact Investing

Prof. Dr. Timo Busch, Universität Hamburg

 

15:05 – 15:30
Coffee Break

 

15:30 – 16:30
Panel: Sustainable Finance 3.0 – Impact Investing on the example of Private Equity, Real Estate und Infrastructure

Everyone is talking about impact investing - but what is behind this term and how does it fit into the current regulatory landscape? What distinguishes impact investing from other investment strategies such as ESG screening or SRI? Is impact investing just hype or can it really be used to steer funds and select investments? From theory to practice, we will take a look with our panelists at what is actually feasible and useful in private equity, real estate and infrastructure.

Heike Schmitz, Partner, Herbert Smith Freehills (Moderation)
Prof. Dr. Timo Busch, Universität Hamburg
Dina Lorentz, Bundesinitiative Impact Investing
Sophie Kazmierczak, Chief Impact and Sustainability Officer, NEXT Generation Invest AG
Christian Schütz, Director ESG, Golding Capital Partners
Georg von Eichendorff Strachwitz, hep

 

16:30 – 16:55
Sustainability of Infrastructure Investments – an area of tension for investors between high relevance and expandable regulatory data situation

  • ESG in Alternative Investments using the example of infrastructure
    • Sustainability relevance for infrastructure sectors
    • Transparency requirements and investor interest
  • Data iceberg in ESG reporting requirements
    • Interaction of regulatory reporting requirements from SFDR/Taxonomy and NFRD/CSRD
    • Challenge of data flow using the example of Taxonomy KPIs for FoF structures and investors
    • Selected aspects for practical implications for FoF structures

Barbara Treusch, Senior Managerin, Palladio Partners
Toni Quittschalle, Director, Palladio Partners

 

16:55
Closing words

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