Summit Day - BST (British Summer Time, GMT+1)
How are market players overcoming supply chain issues and challenges associated with increased interest rates and inflation? Will decrease of rates change that? Is the rise in cost temporary and how does it affect the competitiveness of renewables? Exploring regulatory boosts, brakes and their impact. IRA in the spotlight.
- Karin Kaiser - Head of Private Markets Europe, Schroders Greencoat
- Izzet Bensusan - Managing Partner and Founder, Captona
- Ignacio Gomez-Acebo - Managing Director, Brookfield Asset Management
- Shane Swords - Managing Director, Head of Investor Relations, NextEnergy Capital
Understanding and navigating the megatrends will be essential for investors seeking to capitalize on the immense opportunities presented by the renewable energy sector in the coming decade. Explore investment strategies, Technological Advancements, EU Climate regulations, Decarbonization Imperative, Energy Storage Revolution, Global Energy Transition key drivers that evolve the renewable energy investment landscape.
- Henrik von Scheel - Industry 4.0 Originator, Strategist, Futurist; Professor, Arthur Lok Jack Global School of Business
- Panos Ninios - Managing Partner, Co-founder & Chairman of the Investment Committee, True Green Capital Management LLC
Analysing the effects of high interest rates and inflation on loan values, prices and returns. Is the worst of inflation and asset value write-downs behind us, or is it too soon to be optimistic? What factors can facilitate the recovery in investment activity, and what strategies are market players adopting to cope with the headwinds? Addressing a crossover between real estate and infrastructure: should institutional investors merge the two for better comparison of relative value and future returns?
- Hugh Garnett - Senior Programme Manager - Real Assets, IIGCC
- Wendy Craft - CEO, Elle Family Office-Lazarian SFO
- Hugo Llewelyn - CEO & Founder, Newcore Capital
- Matt Hershey - Partner, Hodes Weill & Associates
The latest insights from the global unlisted real estate fundraising and deals markets, as well as performance analysis, investor sentiment and forecasts for the future of the asset class.
Examining the investment criteria and financing options for energy transition. The roles of RePower EU Green Deal and IRA in the USA. Sharing examples of successful strategies and new disruptive business models to ensure high returns. What are the key opportunities and risks investors and developers need to consider? What emerging technologies are set to transform renewable capabilities, synergies, and deployment potential?
- Mathilde Ketoff - Deputy CIO - Head of Debt Investment, RGREEN INVEST
- Daphne Lebas - Investor, Generate Capital
- Recep Kendircioglu - Global Head of Infrastructure Equity, Manulife
- Rosheen McGuckian - CEO, NTR Plc
How is the synergy between ESG and renewable energy driving a paradigm shift in the investment landscape? Practical examples of integrating ESG principles into renewable energy projects. How realistic is it that we can move to net-zero by the established deadline? Exploring the key challenges of adopting ESG principles in practice. What solutions can private equity provide?
- Alessandra Pasquoni - Head of Investment, ANIA
- Gabriele Todesca - Head of Infrastructure Investments, European Investment Fund (EIF)
- Francesco Dell'Alba - Associate Investment Director, Real Assets, Cambridge Associates
- Marisa Sweeney - VP, Special Opportunities, S2G Ventures
- Jenny-Li Holmstrom - Legal Director & Head of ESG, Taaleri Energia
Top LP considerations when deciding to allocate capital to renewable energy funds. What is the LPs’ primary guiding investment strategy and fiduciary financial view? What is considered to be a more forward-thinking investment approach amongst GPs to accelerate global decarbonisation at a sufficient pace? GPs on dealing with an increased competition from new market entrants and consolidation. Showcasing the most effective ways for fund managers to approach potential investors to raise capital. How are GPs innovating their strategies to appeal to investors?
- Reyno Norval - Partner, OIC
- Scott Mackin - Managing Partner, Denham Capital
- Andrew Hayward - Senior Analyst – Real Assets, Albourne Partners Ltd.
- Miguel Solana - Co-Founder & Managing Partner, Alter5
- Michael Stachowski - Investment Director Infrastructure, YIELCO Investments
Analysing a shift in real estate financing. How does private debt enable developers to reap the rewards? What is the risk/return profile of real estate private debt? Can private debt and bank debt co-exist? Exploring the wave of looming maturities and their effect on valuations given value declines, higher refinancing rates, owner ability to cash in, and liquidity.
- Clare Grimes - Associate Director, GRE Finance
- Emma Jack - Portfolio Manager, PGIM Private Alternatives
- Stuart Blieschke - Partner, Art Capital
Why is digitalisation so important for real estate investing, and how is it transforming the industry? Examining the demand drivers and global investment opportunities for digital transformation. Addressing the increase in power demand from the rise of Gen AI. How are real estate firms taking on Infra by investing in data centers?
- Tania Tsoneva - Head of Infrastructure Research, CBRE Investment Management
Addressing the implications of the global pandemic on the commercial real estate market. Is the current situation in the office space a “new normal”, and what is the global investment recovery timeline? How can owners, operators and investors across commercial real estate optimize their cash to capitalize on opportunities as they arise? What does the future hold for commercial real estate?
- Bert van den Hoek - Real Estate Advisor, Former Senior Portfolio Manager, Bouwinvest
- Christophe Montcerisier - Head of Real Estate Debt, BNP Paribas Asset Management
- Bradford Dockser - CEO, Co-founder, GreenGen
- James Lapushner - CIO, Anacott Capital
Analysing the hit on certain retail sub-sectors caused by Covid, soaring inflation rates, subdued consumer confidence and spending and the growth of e-commerce? Sharing practical solutions on adjusting to the new market dynamics. How repositioning and focusing on multitenant properties in prime locations can prove to be a successful strategy and create a value-add opportunity.
- Daryl Perry - Head of Research and Insight UK & Ireland, Cushman & Wakefield
- Siena Golan - Real Estate Research Analyst, DWS Group
The office sector is undergoing a period of accelerated change. Hybrid working, changing occupier needs and rising ESG considerations are all playing a role in the evolution of the office market. How is this currently playing out across Europe? And what are the future implications for investors?
A select number of GPs will present their fund to a group of LPs, individually, in a closed-door setting. Each GP will have 10 minutes to make their case, including time for audience Q&A.
These exclusive presentations are only open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification.
To register, please contact:
Momina.Nehmat@informa.com (For LPs)
Marcia.Brissett@informa.com (For GPs)
- Georg Inderst - Principal, Inderst Advisory
- Benjamin Kennedy - Managing Director – Renewables, Infrastructure, Ardian
- Miguel Solana - Co-Founder & Managing Partner, Alter5
- Tyler McConnell - Managing Director, Infrastructure Investor Relations, Ares
An overview of market trends, most notable deals and hottest sectors.
- Salik Ahmed - Research Insights Analyst, Preqin
Addressing geopolitical risks, exploring recent and future developments and their effects on the market. How have the prolonged Russia/Ukraine conflict and the new war in Gaza affected the supply and demand balance? How can China and US tension potentially affect the supply chain? How can renewable energy redefine geopolitical risks?
- Manas Chawla - Founder and Chief Executive, London Politica
What are the key considerations for a long-term investment strategy in natural gas? Exploring the investment boom in renewable natural gas. Does RNG fit into a cleaner future? LNG vs CNG vs RNG: know the differences. Exploring investment opportunities and the future outlook.
- Jennifer Pomerantz - Chairperson, Ellipsis Holdings
How does the real estate industry interpret ESG? How is ESG performance drive differentiated asset values? Sharing views on transparency, benchmarking and reporting. Determining the metrics to track progress against ESG targets and formulating processes to assess performance.
- Laura Houet - Partner, CMS
- Megan Saunders - Senior Managing Director, ESG, Kayne Anderson Real Estate
Using “Green Premium” as an opportunity for achieving better returns and a long-term yield. Addressing the threat of the "brown discount" and the risk of stranded assets. How is the “brown to green” opportunity viewed differently in North America vs. Europe vs. Asia? Practical examples of cutting emissions and incorporating green building principles into your investment strategy.
- Josh Gilbert - CEO and Co-Founder, Sust Global
- Stefano Fissolo - Senior Director, GLP Europe
- Parag Cameron-Rastogi - Director, Real Asset Analytics, GRESB
- Vanessa Cruz-Galarza - Private Equity Real Estate Investor, Independent Consultant
Making inroads into social infrastructure by investing in real estate assets within healthcare, education and housing sectors. Top tips on achieving a successful “sustainability-proof” business by focusing on the social factors related to real estate investments.
- Mikhaila Crosby - Sustainability Research & Policy Associate Director, Private Markets, Aviva Investors
- Amanda Nunnink - Senior MD and Co-Head, Kayne Anderson
- Olivier Sueur - Managing Director – Infrastructure, RiverRock European Capital Partners LLP
- Mary Finnigan - Transaction Director, Civitas Investment Management
What are hydrogen's investment potential, key advantages, and risks compared to other energy sources? Exploring hydrogen's marketability and its demand and price outlook. Debate: blue vs. green vs grey, blue and pink Hydrogen; which will offer a more sustainable path forward for investors?
- Ariel Ezrahi - Director of Climate Strategy & Initiatives, NewVest
- Kellie Metcalf - Managing Partner, EnCap Investments
- Adrien d'Ormesson - Senior Investment Manager, Foresight Group
- Ennis Rimawi - Managing Director, Catalyst Investment Management
An overview of the demand profile for power distribution and transmission projects, including establishing new facilities and refurbishing existing ones. How does energy transition impact the demand profile? Exploring risk and return of the investment in these projects.
- Niklas Möller - Chairman of the Board, Ingrid Capacity AB
- Marek Wolek - SVP, Chief Strategy and Commercial Officer, Fluence
- Suhrid Mantravadi - Partner, Grey Rock Investment Partners
- Marco Fontana - Managing Director, Infrastructure, KKR
An overview of grid stability and reliability, emerging long-duration energy storage technologies to support the widescale deployment of renewable energy sources. When is it Long-duration storage “going to happen” and what does the government need to do to make it happen? Battery storage in the spotlight: production, supply chain and a future investment trajectory. The importance of Smart grids.
- Russell Metcalfe - Senior Director, Barings
- Rosalind Smith-Maxwell - Director, Quinbrook Infrastructure Partners
- Giacomo Rossi - Partner & Co-Founder, Vesper Infrastructure Partners
- Robert Tichio - Chief Executive Officer, Fortescue Capital
Exploring key trends, market drivers and the future outlook. A focus on short supply and high demand for rental housing. What is driving the spike in affordable housing development? What programs and regulatory changes are governments creating to solve the housing shortage, and are they working? How viable are office to residential conversions? Student accommodation, social housing and multi-family properties in the spotlight. Micro-housing and co-living spaces as strategic investment opportunities in real estate private equity
- Omer Fazal - Managing Director - Head of Real Estate, Centrus
- Vincent Mezard - Global Head of Hospitality and Residential, AXA IM Alts
- Jos Seligman - Investment Director, Swiss Life Asset Managers
- Andrew McDaniel - Founding Partner, Meadow Partners
Analysing a strong bounce-back of the hospitality sector following the global pandemic. Will the investor appetite continue to be peaked? Which hospitality market segments are performing better than others? Why private equity is particularly well suited for hospitality investment?
- James de Lusignan - Managing Director, ActivumSG
- Ruslan Husry - CEO, HR Group
- David Damiba - Managing Partner, Co-Chief Executive Officer, Kasada Capital Management
- Lily Wecker - Development Director, EMEA & North America, Mandarin Oriental The Hotel Group
Logistics real estate managed to stand its ground in 2023, emerging as one of the most attractive segments. What is driving the investor commitment to the logistics sector, and what is the investment market outlook? Nearshoring as a catalyst of demand.
- Reza Machdi-Ghazvini - Partner, Placecap
- Lynn Kau - Senior Vice President, Realterm
- Dan Benhamou - Senior Vice President, Brookfield Asset Management
- Henry Pepper - Partner, Bridges Fund Management
LPs views on renewables as a financially beneficial investment decision based on a risk/return profile. Exploring key economic, environmental and social considerations. How are investors using ROI and IRR as reliable metrics for evaluating the economic viability and valuation of energy and infrastructure projects?
This exclusive discussion group is open to 20 to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification. Run under the Chatham House Rule. To register, please contact Momina.Nehmat@informa.com