Seizing the infrastructure debt opportunity in a high rate environment

The Infrastructure Debt Forum, part of the Infrastructure Investor Global Summit, connected managers, global investors, issuers and developers and explored how debt is providing security and opportunity for forward-thinking investors.

Key themes included:

  • Finding relative value in a dislocated market
  • Green investments and renewables: a no-brainer for debt investors?
  • Digital infrastructure – still front of mind for debt investors?
  • Long-term strategizing when it comes to infrastructure debt allocations

Six specialist forums. One Global Summit.

The Infrastructure Debt Forum is part of the industry’s leading event, the Infrastructure Investor Global Summit, taking place across four days in Berlin. From Digital Infrastructure to the Energy Transition, the Summit delves deep into each of the sub-asset classes to provide actionable insights to individuals with varying areas of interest.

Are you a private or institutional investor?

Then you may be eligible for a complimentary pass. A limited number of passes are available for eligible allocators and institutional and private investors to join the event. To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office or corporate investment division.

Apply for a pass and a member of our team will be in touch to confirm your eligibility.

Apply for your investor pass

Position your brand at the centre of the infrastructure community

Strengthen your market credibility, put your brand in front of your key target markets and meet your investment and business goals. Sponsorship gives you:

  • VIP access
  • Thought-leadership opportunities
  • High-profile branding
  • And much more …

For more information on available sponsorship opportunities, please contact Alexander Jakes at alexander.j@pei.group or call +44(0)20 3862 7498

 

For more information or if you are interested in speaking at the Infrastructure Debt Forum, please contact James Hatwell.

james.hatwell@pei.group

Day 1
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Agenda

Infrastructure Debt Forum 2024 - Thursday 21st

07:30 - 08:45

Registration opens

Infrastructure Debt Forum 2024
08:00 - 08:45

Investor council breakfast & welcome

Infrastructure Debt Forum 2024
08:45 - 08:50

Introduction from Infrastructure Investor

08:50 - 09:00

Welcome from the chair

Frank Dornseifer
A speaker photo for Frank Dornseifer

Frank Dornseifer

Managing Director, Bundesverband Alternative Investments

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09:00 - 09:40

Opening panel: Finding relative value in a dislocated market

Kate Campbell, Vivien de Gunzburg, Tom Danielsen, Jerome Neyroud, Daniel Fuchs, Alain Porchet
  • With high interest rates and inflation, where is best to invest when it comes to debt?
  • Are risk-adjusted returns in the current environment tempting more investors and managers to turn to debt over equity?
  • How are funds handling competition from banks offering attractive short-term loans?

Moderator: Kate Campbell, Founding Partner, Astrid Advisors

A speaker photo for Kate Campbell

Kate Campbell

Founding Partner, Astrid Advisors

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A speaker photo for Vivien de Gunzburg

Vivien de Gunzburg

President, Ceres Infrastructure Asset Management

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A speaker photo for Tom  Danielsen

Tom Danielsen

Head of Investor Solutions, Power Sustainable Infrastructure Credit

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A speaker photo for Jerome  Neyroud

Jerome Neyroud

Head of Infrastructure Debt Investments, Schroders Capital

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A speaker photo for Daniel Fuchs

Daniel Fuchs

Managing Director, Head of High Yield Infrastructure Debt, BlackRock

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A speaker photo for Alain Porchet

Alain Porchet

Deputy CIO Infrastructure Debt Managing Director, Edmond de Rothschild Asset Management

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09:40 - 10:20

Panel: Green investments and renewables: a no-brainer for debt investors?

Hans-Peter Dohr, Vivek Sapra, Matt Toolan, Reiner Boehning, Mathilde Ketoff
  • The tailwinds and trends that are making green debt investments particularly appealing for investors
  • Infrastructure debt’s crucial role in net zero and decarbonisation targets
  • Not all plain sailing – assessing and mitigating risks around supply chains, cost increases and more

Moderator: Hans-Peter Dohr, Founder & Managing Director, ICA – Institutional Capital Associates

 

A speaker photo for  Hans-Peter Dohr

Hans-Peter Dohr

Founder & CEO, ICA - Institutional Capital Associates

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A speaker photo for Vivek  Sapra

Vivek Sapra

Senior Advisor, Infrastructure Investments, Ampega Asset Management

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A speaker photo for Matt Toolan

Matt Toolan

Head of Energy and Infrastructure, AIB UK

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A speaker photo for Reiner Boehning

Reiner Boehning

Managing Partner, ECP ForeStar

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A speaker photo for Mathilde Ketoff

Mathilde Ketoff

Head of Debt Investment, RGREEN INVEST

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10:20 - 11:00

Panel: How infrastructure debt managers can stand out from the crowd in 2024 and beyond

Monika Bednarz, Bérénice Arbona, Hamed Khodabakhsh , Ronald Gaultier, Alistair Perkins, Severin Hiller
  • In a challenging but opportunity-laden debt market, how are fund managers differentiating themselves?
  • Improving traditionally poor engagement with investors when it comes to debt products
  • Understanding investor expectations around ESG reporting and transparency

Moderator: Monika Bednarz, Managing Director, Lagrange Financial Advisory

A speaker photo for Monika Bednarz

Monika Bednarz

Managing Director, Lagrange Financial Advisory

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A speaker photo for Bérénice Arbona

Bérénice Arbona

Head of Infrastructure Debt, LBPAM

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A speaker photo for Hamed Khodabakhsh

Hamed Khodabakhsh

Managing Director, Co-Head of European Credit, Global Infrastructure Partners (GIP)

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A speaker photo for Ronald Gaultier

Ronald Gaultier

Deputy Head of Infrastructure Debt Funds – Private Credit Expertise, Sienna Investment Managers

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A speaker photo for Alistair Perkins

Alistair Perkins

Head of Infrastructure Debt, Goldman Sachs Asset Management

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A speaker photo for Severin Hiller

Severin Hiller

Co-Head and Partner – Credit, Qualitas Energy

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11:00 - 11:30

Coffee and networking with Energy Transition forum attendees

Infrastructure Debt Forum 2024
11:30 - 12:10

Polling debate: Where in the world?

Alex Bebov, Teodor Teigen, Jorge Camina, Mariana Graça

In this interactive format, we’ll hear from four infrastructure debt leaders representing different regions, discussing why their region offers the most appealing debt investment opportunities. The audience will have the chance to take part in Q&A and voting.

Regions represented will include:

  • EMEA
  • North America
  • Nordics
  • APAC

Moderator: Alex Bebov, Managing Partner, BAC Securities

A speaker photo for Alex Bebov

Alex Bebov

Managing Partner, BAC Securities

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A speaker photo for Teodor Teigen

Teodor Teigen

Chief Financial Officer, Kinland

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A speaker photo for Jorge Camina

Jorge Camina

Partner & Head of Sustainable Infrastructure Credit, Denham Capital

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A speaker photo for Mariana Graça

Mariana Graça

Investment Specialist - Sustainability & Impact, Emerging Africa Infrastructure Fund, Ninety One

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12:10 - 12:40

Fireside Chat: Achieving attractive relative value in infrastructure debt: How decarbonisation, digitisation, and deglobalisation is creating attractive income opportunities for investors

Daniel Kemp, David Cooper
  • Deglobalisation – focus on energy security, onshoring of supply chains, government focus on investing in domestic infrastructure (bills like the IRA in the US)
  • Digitisation – increased reliance on digital assets, trend towards working from home, more efficient energy use from infrastructure
  • Decarbonisation – onboarding of renewables and the ecosystem around them, biomass/biogas WTE, electrification of transportation

Moderator: Daniel Kemp, APAC Editor, Infrastructure Investor

A speaker photo for Daniel Kemp

Daniel Kemp

APAC Editor, Infrastructure Investor

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A speaker photo for David Cooper

David Cooper

Head of EMEA and Australian Infrastructure Debt, IFM Investors

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12:40 - 13:00

Fireside Chat: Infrastructure debt’s critical role in driving the transition to a cleaner economy

Zak Bentley, Katharina Kort

Moderator: Zak Bentley, Americas Editor, Infrastructure Investor

A speaker photo for Zak Bentley

Zak Bentley

Americas Editor, Infrastructure Investor

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A speaker photo for Katharina Kort

Katharina Kort

Managing Director, Bank of America Merrill Lynch

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13:00 - 14:00

Networking lunch with Energy Transition forum attendees

Infrastructure Debt Forum 2024
14:00 - 14:40

Panel: Investor perspectives in the credit market

Agnes Mazurek, Markus Schaen, Alexander Schmitt, Dr. Dimitar Lambrev, Floortje Brouwers
  • Manager and fund selection – appetite for meeting new managers versus existing
  • How has the denominator effect impacted different types of infrastructure debt investors?
  • Long-term strategizing when it comes to infrastructure debt allocations

Moderator: Agnes Mazurek, Global Head of Private Debt, APEX Group

A speaker photo for Agnes Mazurek

Agnes Mazurek

Global Head of Private Markets Innovation, APEX Group

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A speaker photo for Markus 	 Schaen

Markus Schaen

Principal Fixed Income Portfolio Manager, MN

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A speaker photo for Alexander Schmitt

Alexander Schmitt

Senior Portfolio Manager – Global Private Debt, Allianz Global Investors

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A speaker photo for Dr. Dimitar Lambrev

Dr. Dimitar Lambrev

Senior Portfolio Manager – Infrastructure Investments, UNIQA Insurance Group

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A speaker photo for Floortje Brouwers

Floortje Brouwers

Senior Vice President, GIC

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14:40 - 15:20

Panel: Digital infrastructure – still front of mind for debt investors?

Johnnie Barnett, Thibault Sauvage, Wouter Koning, Michael Leitner, Celine Tercier
  • Overcoming current challenges in the sector: data centre sustainability; fibre overbuild and repricing; slowing deal rates and more
  • Does AI truly represent more opportunity for investors in digital infrastructure? If so, how?
  • Co-investments, public-private partnerships and more: how investors are getting creative in the digital infrastructure market

Moderator: Johnnie Barnett, Director, The New Amsterdam Group

A speaker photo for Johnnie Barnett

Johnnie Barnett

Partner, The New Amsterdam Group

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A speaker photo for Thibault Sauvage

Thibault Sauvage

Senior Director, Infrastructure Financing, CDPQ

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A speaker photo for Wouter Koning

Wouter Koning

Executive Director, Project & Infrastructure Finance, ABN AMRO Bank N.V.

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A speaker photo for Michael Leitner

Michael Leitner

Senior Managing Director, Stonepeak

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A speaker photo for Celine Tercier

Celine Tercier

Head of Infrastructure Debt Funds & Mandates, AEW

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15:20 - 16:00

Closing panel: Overcoming fundraising challenges and understanding investor appetite in the debt market

Frank Dornseifer, Emily Zovko, Johnnie Barnett, Stéphanie Bégué
  • Lessons learnt from a difficult year for infrastructure fundraising
  • How has investor appetite shifted, and are allocations reflecting that?
  • Reasons to be optimistic for debt capital raising in 2024 and beyond

Moderator: Frank Dornseifer, Managing Director, BVAI

A speaker photo for Frank Dornseifer

Frank Dornseifer

Managing Director, Bundesverband Alternative Investments

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A speaker photo for Emily Zovko

Emily Zovko

Head of Investor Services & Managing Director, Investor Relations, ECP

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A speaker photo for Johnnie Barnett

Johnnie Barnett

Partner, The New Amsterdam Group

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A speaker photo for Stéphanie  Bégué

Stéphanie Bégué

Partner - Head of Business Development & Investor Relations, RGREEN INVEST

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16:00 - 16:10

Closing comments from the chair

Frank Dornseifer
A speaker photo for Frank Dornseifer

Frank Dornseifer

Managing Director, Bundesverband Alternative Investments

Read bio
16:10 - 16:10

Close of Infrastructure Debt forum

Bérénice Arbona

Head of Infrastructure Debt, LBPAM

Johnnie Barnett

Partner, The New Amsterdam Group

Alex Bebov

Managing Partner, BAC Securities

Monika Bednarz

Managing Director, Lagrange Financial Advisory

Stéphanie Bégué

Partner - Head of Business Development & Investor Relations, RGREEN INVEST

Reiner Boehning

Managing Partner, ECP ForeStar

Floortje Brouwers

Senior Vice President, GIC

Jorge Camina

Partner & Head of Sustainable Infrastructure Credit, Denham Capital

Kate Campbell

Founding Partner, Astrid Advisors

David Cooper

Head of EMEA and Australian Infrastructure Debt, IFM Investors

Tom Danielsen

Head of Investor Solutions, Power Sustainable Infrastructure Credit

Frank Dornseifer

Managing Director, Bundesverband Alternative Investments

Vivien de Gunzburg

President, Ceres Infrastructure Asset Management

Hans-Peter Dohr

Founder & CEO, ICA - Institutional Capital Associates

Jean-Francis Dusch

BRIDGE CIO, Global Head of Infra, Real Assets & Structured Finance, EDRAM UK

Daniel Fuchs

Managing Director, Head of High Yield Infrastructure Debt, BlackRock

Ronald Gaultier

Deputy Head of Infrastructure Debt Funds – Private Credit Expertise, Sienna Investment Managers

Mariana Graça

Investment Specialist - Sustainability & Impact, Emerging Africa Infrastructure Fund, Ninety One

Severin Hiller

Co-Head and Partner – Credit, Qualitas Energy

Daniel Kemp

APAC Editor, Infrastructure Investor

Mathilde Ketoff

Head of Debt Investment, RGREEN INVEST

Hamed Khodabakhsh

Managing Director, Co-Head of European Credit, Global Infrastructure Partners (GIP)

Wouter Koning

Executive Director, Project & Infrastructure Finance, ABN AMRO Bank N.V.

Katharina Kort

Managing Director, Bank of America Merrill Lynch

Dr. Dimitar Lambrev

Senior Portfolio Manager – Infrastructure Investments, UNIQA Insurance Group

Michael Leitner

Senior Managing Director, Stonepeak

Agnes Mazurek

Global Head of Private Debt, APEX Group

Jerome Neyroud

Head of Infrastructure Debt Investments, Schroders Capital

Alistair Perkins

Head of Infrastructure Debt, Goldman Sachs Asset Management

Vivek Sapra

Senior Advisor, Infrastructure Investments, Ampega Asset Management

Thibault Sauvage

Senior Director, Infrastructure Financing, CDPQ

Markus Schaen

Principal Fixed Income Portfolio Manager, MN

Alexander Schmitt

Senior Portfolio Manager – Global Private Debt, Allianz Global Investors

Teodor Teigen

Chief Financial Officer, Kinland

Celine Tercier

Head of Infrastructure Debt Funds & Mandates, AEW

Matt Toolan

Head of Energy and Infrastructure, AIB UK

Emily Zovko

Head of Investor Services & Managing Director, Investor Relations, ECP