Infrastructure Debt Forum Global Summit Online 2021

Thomas Bayerl started his career in August 2004 as Portfolio Manager for structured products at Landesbank Baden-Württemberg (LBBW) after he finished successfully his studies of Mathematics.
End of 2005 Thomas left LBBW und joined HSH Nordbank London Branch for nearly three years as Portfolio Manager for structured credit. Since October 2008 Thomas is working for MEAG the asset manager for MunichRe and Ergo Insurance located in Munich. During his activity as Portfolio Manager for ABS/MBS and Corporate Debt, Thomas established the asset class Infrastructure Debt – Munich Re group’s target allocation €6 bil. - within the MEAG investment universe. Since 2014 he is heading the Infrastructure Debt team which consists out of 9 Investment Managers.

MEAG
MEAG is the Asset Manager of Munich Re and ERGO and is based in Europe, US and Asia. The current assets under management are 254mln €-equivalent.

MEAG does offer their management capability and special know-how to external clients as well.

Monika is Managing Director at Lagrange based in Frankfurt, Germany. She advises institutional investors on infrastructure and real estate investment funds (equity and debt). She draws on over 20 years of experience in finance, including corporate and asset financing, financial structuring and restructuring, corporate turn-around, largely in the area of infrastructure and real estate. Prior to joining Lagrange, she worked i.a. for BNP Paribas and Zurich Insurance. Monika is a Chartered Certified Accountant – member of ACCA.

Lagrange Financial Advisory

Lagrange Financial Advisory is an independent multi-asset financial advisor based in Germany, with focus on alternative assets (infrastructure, real estate, private equity and private debt), experienced both in primary and secondary transactions. The experts of Lagrange cover global markets in fund and debt advisory. Institutional investors predominantly come from Germany, Switzerland and Austria. Over the last 7 years, 40 various alternative investment funds were placed with over 90 investors (insurance companies, pension funds, pension schemes, banks, foundations, municipal and church institutions), with a total placement value of ca. EUR 3 bn, including more than 110 transactions.

Jane Bowes is a member of Threadmark’s European fund distribution team and Chair of the ESG Committee. Jane has almost two decades of capital raising experience and has worked on multiple infrastructure focused fundraises since joining Threadmark in 2014. As a founding member of Threadmark’s ESG committee, Jane also helps Threadmark’s clients implement and enhance their ESG strategies.

Jane established her career at Gryphon Investment Bank where she subsequently became Partner and had primary responsibility for investor syndication. She has also held senior investor relations positions at EMF Capital Partners and Hussar ＆ Co.

Threadmark

Threadmark is an independent global placement agent and since its inception has helped its clients raise over $40 billion for a broad range of credit, infrastructure, private equity, impact and real estate strategies, delivering successful fundraises for established and first time funds across multiple sectors, geographies and strategies. With a strong focus on value-add services, Threadmark also acts as an advisor to its clients, providing strategic advice before, during and after a fundraise. Threadmark is a UN PRI signatory.

Anish is a Managing Director in the Private Markets team at bfinance and leads the firm’s coverage of the infrastructure asset class. Since joining bfinance in 2017, Anish has advised a broad range of clients globally in allocating ~$10bn to the infrastructure asset class, including infrastructure debt. Prior to joining bfinance, Anish gained over ten years’ experience as a corporate financier, advising on mergers and acquisitions, financings and valuations of assets in the infrastructure asset class. Under Anish’s leadership, bfinance was recognised in 2019 ＆ 2020 by Infrastructure Journal as ‘Best Investment Consultancy’ as recognised by leading market participants in the asset class.

bfinance

bfinance is an independent investment consultancy supporting institutional investors (pension funds, SWFs, financial institutions, etc.) with their investment implementation requirements, covering portfolio planning, manager search and selection and portfolio monitoring.

Tim joined the business in 2012 and has over two decades of relevant experience. Based in London, Tim is the Head of the Global Infrastructure Debt business and the portfolio manager of a number of the firm’s debt mandates. He is Chair of the Debt Investment Committee and a member of the firm’s global Executive Committee.

Prior to joining the firm, Tim worked in senior banking roles for Westpac in Sydney and London. He holds a Bachelor of Commerce and a Master of Business from the University of Otago and a Master of Business Administration from the London Business School.

Vantage Infrastructure

Vantage Infrastructure is an independent infrastructure debt and equity specialist committed to delivering sustainable investment solutions as a long-term partner to our clients with $5.7 billion AUM.

The firm has a heritage as one of the world’s first infrastructure investment firms with a long track record of partnering with global clients to implement leading investment solutions within the infrastructure sector whilst aiming to protect our clients against downside risks. Fundamental to our approach is responsible investing and embedded ESG (Environmental, Social and Governance) considerations in our process as a driver of value and risk.

Reflective of this, Vantage is a signatory to the Principles for Responsible Investment (PRI), a supporter of the Task Force on Climate-Related Financial Disclosures (TCFD), a GRESB Infrastructure Member and an Investor member of the Institutional Investors Group on Climate Change (IIGCC). Through its managed investments, the firm contributes to 10 out of 17 UN Sustainable Development Goals.

Hans-Peter Dohr is the founder and CEO of ICA Institutional Capital Associates. He focuses on investment advisory for and capital introductions to institutional investors and has over 35 years of experience in investment and finance, including board and investment committee positions at state investment holding companies and infrastructure and private equity investment funds.

Prior to founding ICA, he was Head of Advisory at DC Placement Advisors, one of Europe’s leading private markets advisory firms . Earlier in his career, he worked for several groups within the investment banking departments of Fox-Pitt, Kelton, Salomon Brothers, Credit Lyonnais, and Chase Manhattan Bank, as well as the Ministry of Finance and as credit officer in the State Development Bank in Austria. Hans-Peter Dohr holds a master’s degree in business administration from the Vienna University of Economics and Business .

ICA

ICA Institutional Capital Associates (ICA) is an award-winning regional investment advisory boutique. The company offers customised advisory and investment solutions for institutional clients in the DACH region with a strong focus on private debt and real assets. Since 2019, ICA also offers placement services for investment firms for the marketing and distribution of funds to investors in the DACH region. These services are designed to support clients in raising capital from investors for their private markets programmes. ICA's customised distribution strategy provides managers with effective outsourcing of their business development and fundraising efforts, enabling significant asset growth and deepening relationships with a broad range of investors. The ICA team consists of senior and experienced professionals with over 80 years of combined investment and finance experience, including board and investment committee positions in state investment holding companies, infrastructure, private debt and private equity investment funds and insurance companies.

Frank Dornseifer is Managing Director of Bundesverband Alternative Investments e.V. (BAI), the German advocacy organization for the Alternative Investment industry. He has been active for more than 20 years in various functions in investment management, capital markets and corporate law. He studied law at the universities of Bonn, Dublin (Trinity College) and Lausanne. After admission to the German Bar in 2000 he practiced various years as attorney in an international law firm in the field of corporate and securities law before joining the German Financial Regulator BaFin as deputy head of the policy unit within the investment management department. In this function he also represented BaFin in the Investment Management Committee of IOSCO. Mr. Dornseifer frequently publishes articles both on investment and corporate law and he is co-editor of legal commentaries on the German Investment Act and on the AIFM Directive. The finance committee of the German Bundestag, the EU commission and the European Parliament denominated him several times as expert on capital market law. Mr. Dornseifer gives frequently speeches at national and international conferences on investment and regulatory topics.

Bundesverband Alternative Investments

Bundesverband Alternative Investments e.V. (BAI) is the central advocacy association for the alternative investment industry sector in Germany. The BAI serves as a catalyst between institutional and professional German investors and recognized providers of alternative investment products worldwide. Particularly, one goal is to make it easier for institutional and professional German investors to more effectively diversify their financial assets into Alternative Investments, especially as many of those investors are responsible for safeguarding long-term retirement pensions. Another core task of the organization is to improve public awareness and enhance the understanding of alternative asset classes and strategies in public. The BAI maintains an intense dialogue with political institutions as well as supervisory bodies. Furthermore, the BAI cooperates with various national and international organizations and industry associations. It advocates for legal reforms to design an attractive and competitive regulatory environment for Alternative Investments in Germany. At present, BAI counts more than 280 members from all areas of the professional alternative investments sector

Nicole Douglas is the Head of Investor Research for Infrastructure Investor’s Research & Analytics department. Based in London but working across the company’s offices and products, she oversees researched content, surveys, and projects on investors globally. She is also responsible for the annual Infrastructure Global Investor 30, which ranks the largest institutional infrastructure investors.

Infrastructure Investor

Launched in 2009, Infrastructure Investor delivers an authoritative mix of news, data and analysis of the funds, deals, people and trends shaping the infrastructure market.

Jonathan Duguay-Arbesfeld is Senior Director, Infrastructure Financing, in the Fixed Income team at Caisse de dépôt et placement du Québec (CDPQ). As part of his mandate, he originates and structures unique and innovative investment opportunities focusing on a broad array of infrastructure sub- sectors in various regions.

Prior to joining CDPQ, Mr. Duguay-Arbesfeld spent 11 years at a Canadian fixed income investment dealer where he led the firm’s participation in numerous financing transactions and its entry into the project finance realm. He authored a monthly project finance newsletter that reached equity partners, government sponsors, financial advisors and bond investors in more than 150 firms.

Mr. Duguay-Arbesfeld holds a Master of Science in Administration and a Bachelor of Commerce from Concordia University. He is a CFA charterholder.

Jean-Francis Dusch brings 29 years of international project and structured finance experience to the team. He joined the Edmond de Rothschild Group in 2004, as co-head of the Project Finance department before taking charge of the group’s structuring advisory services. He contributed to the successful development of the Project Finance advisory (EdR led the 2011 IJ league tables as global financial advisor in transport and PPP) and Private Equity structuring activities. In 2013, as part of the group’s globalisation, Jean-Francis headed the group’s Infrastructure, Real Assets and Structured Finance department. This led to the closing of Benjamin de Rothschild Infrastructure Debt Generation in 2014, a EUR 4.7bn platform investing in senior and junior debt across all sectors and comprising a mix of collective counts and managed accounts.

Burkhard Egbers has more than 20 years’ experience in international infrastructure project investment, structuring, managing of due diligence and execution. As founding partner of Egbers Investment Partner (EIP), he advises companies, funds, and professional investors, creating customised investment strategies for its infrastructure business. He holds several mandates as strategy advisor and is a member on investment boards. In addition, he speaks on selected conferences and specialised Alternative Investment forums. His previous roles include Head of Transport and Social Infrastructure (global mandate) at Deka (10 years), Co - CEO of the advisory boutique and leading positions at DVB Bank SE. The main objective is the development of infrastructure investments opportunities from alternative procurement processes to new investment structures for alternative and institutional investors. He holds a Master’s Degree from Koblenz University of Applied Science in Economics, studied in Zaragoza in Spain, and has worked in London, Mexico and Ecuador. He is fluent in German, English and Spanish.

M. Nicolas J. Firzli is director-general of the World Pensions Council (WPC), the global think-tank & asset owners association. Mr. Firzli is co-chair of the World Pensions Forum (WPF) held annually in a G12/EU capital, coordinator of the G7 Pensions Roundtable held on the sidelines of the G7 Summit, co-chair of the Singapore Economic Forum (SEF APAC+ Summit), and cofounding-member & advisory councillor of the World Bank Group Global Infrastructure Facility (GIF).
He has chaired the main Asset Owners Roundtable of the 2015 Climate Change Conference (Paris COP 21 Summit) and (co)authored and helped develop key notions such as “Modern Trusteeship and Fiduciary Capitalism”, “The SDG–Driven World Economy”, “The Pension Wealth of Nations”, “Sustainable Finance Shifting the Trillions”, and “The Geoeconomic Century”.

World Pensions Council (WPC)

The World Pensions Council (WPC) is a Paris-based global think-tank & asset owners association focusing on pension funds, social security, and sovereign wealth institutions. We work closely with a wide range of asset owners and government agencies – at executive and board (trustees) level – to ensure employees can continue to receive the retirement income they need whilst building a better life for their children. The WPC is a cofounding member of the World Bank Group-led Global Infrastructure Facility (GIF).

Abhishek Gupta is a Senior Research Engineer and Investment Solution Specialist leading the applied research of unlisted infrastructure indices and advising solutions to prospective clients. He has more than six years of asset management industry experience including working as a quantitative analyst with a private markets fund manager. He holds a Masters of Science in Financial Engineering from Nanyang Business School and a Bachelor of Technology (Computer Science) from Indian Institute of Technology.

Tim has 16 years of experience, predominantly in project and structured finance. Previous assignments included working in Great Britain, the US and emerging markets (China, India, Africa). Before joining HOCHTIEF, Tim was with the World Bank (Washington DC and field offices). Since 2007, he has managed international PPP projects in roads, airports, ports and social infrastructure, for which he structured bank, bond and hybrid financings. In 2014 Tim closed the first credit-enhanced project bond in a German highway PPP (A7 North). Subsequently, he successfully refinanced an operational project, setting off several larger scale refinancings in the portfolio; the last being a German traffic risk tunnel PPP in 2017. Tim gained operational management experience while seconded to a Greek project company co-owned by HOCHTIEF. During his studies of Business Administration and Finance in Germany and Great Britain Tim worked for Arthur Andersen, Ernst & Young and Roland Berger on termed assignments.

HOCHTIEF

HOCHTIEF is one of the world's leading construction groups. We have excelled for 140 years in our core competency of construction. Our focus is on complex infrastructure projects, many of which we deliver based on concession models. With almost 54,000 employees and sales of EUR 22.6 billion in 2017, the company is represented in all the world's major markets. At HOCHTIEF PPP Solutions we are currently working on several dozen PPP projects worldwide: e.g. the Federal Ministry of Health in Berlin or the police headquarters in Aachen. With the A7 North and the A6 in Baden-Württemberg we are involved in two of Germany’s currently most important highway projects. We have implemented numerous other projects through our participating interests in Australia and North America. In Canada we are constructing a key infrastructure project – the New Champlain Bridge and in Los Angeles, we are building the People Mover at LA International Airport.

Severin Hiller is a co-head of infrastructure debt at Rivage Investment, having joined the firm in October 2014. Since joining the firm, Severin has been instrumental in building one of the leading infrastructure debt practices in Europe.

Severin has 21 years of experience in the private debt markets across infrastructure, asset backed, and structured finance having closed over €4bn of transactions during this timeframe. Prior to joining Rivage, he was an Investment Director at Hadrian’s Wall Capital where he focused on originating and executing junior infrastructure debt transactions. Prior to this, Severin worked at Campbell Lutyens where he helped develop the global infrastructure advisory business including a focus on infrastructure debt. Before that Severin was a Vice President at MBIA UK Insurance Ltd.
Severin holds a BS in Mechanical Engineering from Tufts University, Massachusetts and a MBA from London Business School.

Andrew Jones is responsible for leading AMP Capital’s infrastructure debt activities globally including AMP Capital’s Infrastructure Debt funds. Mr Jones has over 29 years of experience in the industry and joined the Investment Team in January 2000.

Mr Jones has significant experience sourcing, arranging and managing infrastructure debt assets in all of the target markets that the infrastructure debt team pursue. From 2004 to 2010 he was a member of the AMP Capital’s Infrastructure Investment Committee which considered equity investments for AMP Capital’s infrastructure equity investments. Prior to joining AMP Capital, Mr Jones held senior roles within the project finance teams at National Australia Bank and National Westminster Bank’s Australian operations. Mr Jones holds a Bachelor of Arts in Economics from Flinders University (Australia) and chairs AMP Capital’s Infrastructure Debt Investment Committee.

AMP Capital

AMP Capital is a leading investment house with around US$140 billion in funds under management as at 30 June 2019, and more than 130 infrastructure equity and debt investments throughout Europe, Asia, North America, Australia and New Zealand. AMP Capital has a successful track record of infrastructure investing across multiple geographies and sectors. We’re recognised as one of the largest infrastructure managers globally with more than US$19 billion in infrastructure equity and debt funds under management. We are committed to responsible investment and consideration of environmental, social and governance (ESG) principles are at the forefront of our approach to investment. AMP Capital infrastructure funds and portfolio companies continue to rank well in the annual GRESB assessment of ESG performance of real assets, a world standard in providing high-quality ESG data to a global audience. We have a heritage and strength in real estate and infrastructure, and specialist expertise in fixed income, equities and multi-asset solutions. Our experience and leadership across asset classes not only provides insights into ever-changing markets, but also means we are at the forefront of developing contemporary investment solutions for clients. Our commitment to delivering outstanding investment outcomes and innovative solutions for our clients is at the heart of everything we do.

Dr. Ayesha Khanna is Co-Founder and CEO of ADDO AI, an artificial intelligence (AI) advisory firm and incubator. She has been a strategic advisor on artificial intelligence, smart cities and fintech to clients such as SMRT, Singapore's largest public transport company, SOMPO, Japan's largest insurance firm, and Smart Dubai, the government agency tasked to transform Dubai into a leading smart city. In 2017, ADDO AI was featured in Forbes magazine as one of four leading artificial intelligence companies in Asia and Ayesha was named one of South East Asia's groundbreaking female entrepreneurs by Forbes magazine in 2018.

Khanna spent more than a decade on Wall Street developing large scale trading, risk management and data analytics systems. She was cofounder of the Hybrid Reality Institute, a research and advisory group established to analyse the social and economic impact of accelerating technologies. She directed the Future Cities Group at the London School of Economics, and has been a Faculty Advisor at Singularity University.

Khanna has been named one of Singapore's leading female entrepreneurs and a leading Asian fintech influencer by Fintech Asia. She also served on the Singapore Ministry of Education’s Steering Committee on future skills and applied learning for emerging industries.

Khanna is author of Straight Through Processing and co-author of Hybrid Reality: Thriving in the Emerging Human-Technology Civilization. She is the Founder of 21C GIRLS, a charity that delivers free coding and artificial intelligence classes to girls in Singapore.

Dr. Gabriella Kindert is a senior banking and investment professional specialising in Alternative Credit and Private markets. She gained over 20 years of international experience in managing investment portfolios over the cycle for leading institutional investors and global investment teams of alternative and fixed income strategies. She held various managerial positions at Fortis Investments Structured Credit, BNP Paribas Asset Management as Global Head of Loans and at NN IP as Head of Alternative Credit. She is currently a Non Executive Director, advisor and board member at several companies focusing on Private Credit markets (CVI, Estate Guru, Neptune Leasing, Dot Investing, ThirdSphere).
She holds an M.A. in History, Economics, MBA in Accounting and Finance and a Ph.D. in Finance.

Dr. Dimitar Lambrev joined UNIQA Insurance Group in 2015. He is currently based in Vienna and is leading UNIQA’s infrastructure investment activities in both infrastructure debt and equity spaces. Within his current role, Dimitar is responsible for the origination, structuring and execution of infrastructure investments across digital infrastructure, energy transition, mobility and social infrastructure sectors. Dimitar offers more than 17 years of relevant experience in the alternative industry space having previously worked in project finance, private equity and commercial real estate in both Europe and the Unites States.

Mr. Lambrev earned a Bachelor of International Economic Relations, graduated with a master’s degree in International Banking and Finance and holds a PhD degree in Finance for researching the role of private infrastructure investments within a multi-asset portfolio approach by institutional investors.

The UNIQA Group

The UNIQA Group is one of the leading insurance groups in its core markets of Austria and Central and Eastern Europe (CEE). The group has approximately 40 companies in 18 countries and serves more than 15 million customers. The company operates in all lines of insurance and currently has 23,500 UNIQA employees. UNIQA Capital Markets (100% owned by UNIQA Group) is an investment firm, which is responsible for the asset management activity of the group's subsidiaries. Currently the firm has approximately EUR 20bn of AuM across various asset classes and geographical regions.

Garrett Marquis is Vice President in the office of Strategic Initiatives at U.S. International Development Finance Corporation (DFC). As a Senior Advisor to the CEO for National Security Affairs, Mr. Marquis provides guidance and leadership on U.S. foreign policy and the DFC’s transactions in strategic regions and sectors. Prior to joining the DFC, Mr. Marquis was Deputy Assistant to the President for National Security Affairs at the White House, where he worked across the Departments of State and Defense and Intelligence Community to advance the U.S. national security agenda. Previously, Mr. Marquis founded and sold a public affairs firm that serviced clients in Washington and Europe. Mr. Marquis earned a Master of Public Administration and BA in International Relations from the University of Southern California, where he is a member of the Advisory Board for USC’s Center on Public Diplomacy.

The U.S. International Development Finance Corporation

The U.S. International Development Finance Corporation (DFC) is America’s development bank. DFC partners with the private sector to finance solutions to the most critical challenges facing the developing world today. We invest across sectors including energy, healthcare, critical infrastructure, and technology. DFC also provides financing for small businesses and women entrepreneurs in order to create jobs in emerging markets. DFC investments adhere to high standards and respect the environment, human rights, and worker rights. DFC makes America a stronger and more competitive leader on the global development stage with greater ability to partner with allies on transformative projects. Further, we provide the developing world with financially sound alternatives to unsustainable and irresponsible state-directed initiatives.

Agnes Mazurek is Global Head of Private Markets Innovation at APEX Group. Her role entails identifying and delivering new product and technology opportunities across the entire spectrum of private market clients managed by APEX, leveraging the latest market developments in data extraction and enrichment, digitalization, AI and ML.
Agnes’ experience spans the entire value chain of asset management, from fund raising and fund structuring to investment origination and portfolio management to operational efficiency considerations.
Her track record before joining APEX includes setting up the infrastructure debt platform for Macquarie Asset Management in Continental Europe and the alternative illiquids platform for Santander Asset Management, where she was Global Head of Debt. She has both sell-side and buy-side origination and execution credentials, having led deal teams to financial close on over 35 complex infrastructure and M&A transactions in EMEA and APAC between 2008 and 2018.
Agnes holds a Masters degree in Finance from Ecole Superieure de Commerce de Paris and speaks four European languages to a business level.

Apex Group Ltd.

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 94 offices in 40+ countries worldwide and more than 12,000 employees, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas: the Environment and Climate Change, Women’s Empowerment and Economic Independence, Education and Social Mobility.
www.apexgroup.com

Benn Mikula has been Managing Partner and Head of Investments at Cordiant Capital since the partner group purchased the firm from Ontario Teachers’ Pension Plan in 2015. Prior to Cordiant he has held roles including Managing Director & Head of European Technology Investment Banking at JPMorgan and MD & Head of Technology/Telecoms Research at RBC Capital Markets (where he was also a top-ranked analyst for several years). He has advised on over $60 billion of acquisitions and divestitures and has worked on many IPOs in the telecoms sector. He has wide-ranging board experience including managed services provider CoRadiant (acquired by BMC), MegaBrands (acquired by Mattel) and data centre operator vXchnge. He currently serves on the boards of Sanimax and the hybrid cloud management firm CloudOps. He holds a B.A. and an M.A. from McGill University.

Cordiant Capital

Cordiant Capital is a sector-focused investor in global infrastructure private debt and private equity. Partner-owned, the firm has a strong focus on originating and structuring transactions in asset-rich, focus areas such as telecommunications infrastructure, agriculture, transportation infrastructure and energy/materials infrastructure. We welcome co-investor partnerships with GPs. With a client base of large, institutional investors such as global insurers and pension plans, Cordiant focuses on generating attractive risk-adjusted returns through industry knowledge and the creation of tailored capital solutions (often with middle-market platforms) . Having produced mandate-beating returns in its last three funds, the firm has crossed the $2 billion mark of assets under management. With over 40 professionals on the team. Cordiant has offices in Montreal, London, Luxembourg and Sao Paulo.

Tom Murray is a Managing Director responsible for infrastructure credit investments, including debt capital markets activities for I Squared Capital's portfolio companies.

Tom joined I Squared Capital in 2019 to build the Firm's infrastructure credit platform after more than 20 years in leadership positions at major financial institutions, including Apollo Global Management, WestLB AG and Credit Suisse First Boston.

From 2014 to September 2018, Tom was a Managing Director and the Global Head of Infrastructure Credit at Apollo, where he developed the firm’s infrastructure credit strategy, hired and led a dedicated team and invested in over 30 transactions ranging from high-yielding senior to mezzanine debt across many sub-sectors, including power, renewables, transportation, social and telecommunications infrastructure.

Prior to Apollo, Tom led the Global Energy and Project Finance business at WestLB for ten years, overseeing 100 bankers across several countries in Europe, the Middle East, Africa, Asia and the Americas. He and his team advised and arranged debt financing for over 150 clients while managing a $17 billion credit portfolio. As a senior member of WestLB's international executive committee, Tom was responsible for overseeing and managing the global infrastructure, commodities and trade finance businesses.

Tom received his B.A. from the University of Washington and his MBA from Columbia University.

I Squared Capital

I Squared Capital is an independent infrastructure investor with over $30 billion in assets under management and specializing in sourcing, managing, and building global infrastructure platforms in the North America, Europe, Asia and Latin America. Headquartered in Miami, the firm has more than 165 professionals across its offices in Hong Kong, London, New Delhi, and Singapore. I Squared Capital has invested in a diverse portfolio of 40 companies in 53 countries across the energy, utilities, digital infrastructure, transport, and social infrastructure sectors, with over 24,000 employees and providing essential services to millions of people around the world.

Jerome Neyroud has been running Schroders infrastructure debt franchise since 2015. Jerome and his team focusses on senior and junior debt in the European market.

Prior to joining Schroders Jerome was managing infrastructure debt investments on behalf of a large European insurance company.

He started his career in investment banking, advising on, structuring and lending to infrastructure companies and projects for 15 years across EMEA.

Schroders

As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £444.4 billion (€496.6 billion/$565.5 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 5,000 people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over 200 years and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.
Schroders

As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £444.4 billion (€496.6 billion/$565.5 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 5,000 people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over 200 years and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.

Kay Parplies is the Head of Unit for Investment and Innovative Financing in the European Commission's Directorate-General for International Cooperation and Development (DG DEVCO), where he works, among other areas, in the development of innovative blending instruments, such as equity, guarantees and risk-sharing mechanisms, implemented in cooperation with partner financial institutions. The main current focus of his work is the EU External Investment Plan, including the new EUR 1.5 billion EFSD Guarantee facility for Africa and the EU Neighbourhood. Before joining DG DEVCO, Kay headed the unit for coordination with the EIB Group, EBRD and other IFIs. Prior to that position he was a senior economist in the trade directorate's Chief Economist team. Kay joined the Commission in 2000 as a case officer for merger control at DG Competition. Before joining the European Commission, Kay worked for NatWest Markets' project finance and advisory division. He holds a Ph.D. in industrial economics from Cambridge University and a M.Sc. in Economics and Finance from Warwick University.

Alistair joined NN Investment Partners (formerly ING Investment Management) in July 2013. Previously, he held positions as Head of Debt Restructuring at Dexia following five years as a Director of Dexia’s Global Project Finance Group. Prior to that, Alistair headed the infrastructure advisory team at NIBC Bank for five years and also held positions in project finance with CIT in New York and Newcourt Capital in London. Alistair started his career in the mid-1990s as a Civil Engineer with John Mowlem & Company plc (now Carillion) where he worked on many of the early UK DBFO road schemes and PPP projects, as well as several power, energy and renewables schemes across North America and Europe. Alistair holds a Bachelor’s degree (BEng) in Civil Engineering and an MBA from the University of Nottingham.

Mr. Savi is a Managing Director and Global Head of Carlyle Infrastructure Credit. He is based in New York.

Mr. Savi is responsible for overseeing and originating private investment grade, below investment grade, and mezzanine debt investments in global infrastructure projects across the power, energy, transportation, water/waste, telecom, and social infrastructure sub-sectors. Prior to joining Carlyle, Mr. Savi was a Managing Director and Global Head of Infrastructure Debt at BlackRock. Before joining BlackRock in 2013, Mr. Savi worked at WestLB and Merrill Lynch, focusing on credit investments in the power and energy industries. Earlier in his career, Mr. Savi built and led MetLife’s Global Infrastructure Debt business.

Mr. Savi received his MBA from New York University’s Stern School of Business and his BS in chemical engineering from The Cooper Union.

The Carlyle Group

The Carlyle Group (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across four business segments: Corporate Private Equity, Real Assets, Global Credit and Investment Solutions. With $221 billion of assets under management as of June 30, 2020, Carlyle’s purpose is to invest wisely and create value on behalf of its investors, portfolio companies and the communities in which we live and invest. The Carlyle Group employs more than 1,800 people in 31 offices across six continents. Further information is available at www.carlyle.com. Follow The Carlyle Group on Twitter @OneCarlyle.

Sebastian Schroff is responsible for the Allianz Group private debt portfolio of over EUR 100bn and leads the Global Private Debt Team at Allianz Global Investors.

Previous roles at Allianz since 2014 include being the responsible Investment Manager for the Alternative investment portfolio of the Germany Life Health portfolios.

Other roles before joining Allianz include founding and exiting a fintech company, heading a research center for exchange trading, adjunct lecturer at the University of Hohenheim and doing a PhD in Behavioral Finance.
Sebastian is a CFA Charterholder.

Matias Sottile is the founder of Ayres Partners, a boutique financial and strategy advisory firm specializing in funding of energy transition, digital infrastructure and infrastructure funds across investment grade and emerging markets. Ayres Partners advises private investors, infrastructure funds and asset managers on funding projects and specific sector funds.

Matias was responsible of Infrastructure Debt at RiverRock AM, held several senior management roles at Santander bank as European Head of Infrastructure Finance and Leveraged Finance and Head of Credit and Infrastructure for Poland and Germany. Matias has extensive expertise in energy and infrastructure, having been responsible for originating and executing transactions across Europe, the Nordics, CEE and LatAm. Matias has total investment experience of c. USD5bn across all geographies and sectors.

Matias holds a master’s in economics and Utilities from the University of Barcelona, and an MBA from IAE/IESE Business School with a specialization in Corporate Finance through the Schulich Business School in York University (Canada).

Ayres Partners

Boutique financial and strategy advisory firm specialized in supporting infrastructure investors and European Asset Manager to fund their projects across Western Europe, Nordics, CEE and selectively in emerging markets. We advise on both equity and Debt supporting clients in finding suitable funding (debt funds+ banks) and co-investors (infrastructure funds) Main activities during the last 4 years in the digital Infrastructure and energy transition sectors.

Christophe Strauven joined Digital Colony in 2019 as a Managing Director with a mandate to lead the origination of digital infrastructure credit investment opportunities in Europe. He has more than 15 years of experience in originating, structuring and executing debt financings for companies in the telecommunications, internet and media sectors.

Prior to joining Digital Colony, Mr. Strauven was a Managing Director in the Leveraged Finance team at SunTrust Robinson Humphrey (STRH). During his 13-year tenure at STRH, he led a number of financings in the digital infrastructure sector, including transactions for Digital Bridge portfolio companies ExteNet Systems and Databank. Previously, Mr. Strauven worked for Goldman Sachs International in London and The Boston Consulting Group in Brussels.

Mr. Strauven received a Bachelor of Business Engineering from the Université Libre de Bruxelles and an MBA from the Graduate School of Business at Stanford University.

Dominic is the Head of Private Debt, HSBC Alternatives. He has almost 30 years’ experience across portfolio management, credit, secured lending, workouts and structuring.
Dominic is responsible for establishing and managing the direct investment capability for alternative assets such as Infrastructure, Real Estate Lending, Middle Market Loans, Corporate Lending, Consumer Finance and other forms of Private Debt.
Before taking up his current role, he has served as Senior Adviser to the Global CIO across all asset classes (Fixed Income, Equities, Liquidity and Alternatives), and Global Head of Fixed Income for HSBC Halbis Capital Management, where he was responsible for teams managing over USD 200bn of Fixed Income and Liquidity assets around the world.
In previous roles at HSBC, he established and led the wind down of the HSBC Bank plc’s USD 95bn structured credit portfolio including the Structured Investment Vehicles, Securities Conduit, and proprietary ABS investment businesses, where he gained considerable workout experience and won The Banker's 'Most Innovative Asset-Liability Management Award' in 2008. He has also established HSBC UK’s Credit Card, Covered Bond and RMBS issuance programmes.
Before joining HSBC in 2001, Dominic worked for almost 10 years at Moody’s Investors Service where he was rating committee chairman for much of the European secured credit markets. He has a BSc in Financial Economics from London University.

HSBC Asset Management

HSBC Asset Management is the investment management business of the HSBC Group. We are a truly global organisation, with local presence in 20+ countries and territories around the world. Our vision is to be a trusted asset manager for our clients, helping them thrive by capturing global growth opportunities. By offering expert insights and specialist investment strategies that draw on the depth of our global on-the-ground expertise, we aim to provide investors with sustainable investment opportunities. As at 30 June 2021, we managed assets of USD625billion across equities, fixed income, multi-asset, liquidity and HSBC Alternatives.
HSBC Alternatives, a part of HSBC Asset Management, is 150-strong team across Infrastructure Debt and Equity, Hedge Funds, Real Estate, Private Markets, Private Debt and Venture Capital and represents combined assets under management and advice of USD53 billion.

[1] – As at 31 March 2021. Alternative assets include USD3.1bn from committed capital ('dry powder'), which is not included in the total reported AUM.

Céline Tercier is Head of infrastructure debt mandates and funds of AEW. She joined Ostrum AM in 2016 to participate in the launch of the Private Debt Real Assets department within Natixis Investment Managers Group. This department has since then been transferred to Natixis Investment Managers International and to AEW in January 2024. Céline Tercier began her career in 1998 at the Export Credit Agency COFACE in Paris, in charge of large infrastructure projects. In 2006, she joined DBRS where she was in charge of the rating of transactions within the structured finance department and she developed rating methodologies for project finance debt. She joined Natixis in 2008 within the Global Infrastructure and Projects department; she was head of EMEA Portfolio Management until 2012. Céline Tercier then managed infrastructure debt mandates for institutional investors until 2016.

AEW

AEW is one of the world's largest real estate asset managers, with €82.6bn of assets under management as at 30 September 2023. AEW has over 910 employees, with its main offices located in Boston, London, Paris and Singapore and offers a wide range of real estate investment products including comingled funds, separate accounts and securities mandates across the full spectrum of investment strategies. AEW represents the real estate asset management platform of Natixis Investment Managers, one of the largest asset managers in the world.

As at 30 September 2023, AEW managed €38.1bn of real estate assets in Europe on behalf of a number of funds and separate accounts. AEW has over 495 employees based in 10 offices across Europe and has a long track record of successfully implementing Core, Value-Add and Opportunistic investment strategies on behalf of its clients. In the last five years, AEW has invested and divested a total volume of €21bn of real estate across European markets.

AEW Europe completed beginning of January 2024 the acquisition of Natixis Investment Managers International’s private debt business which originates and structures infrastructure and private debt real asset investments. The acquisition is in line with AEW’s strategy to establish an international, multi-product private debt platform which offers its existing and future clients with a broader range of investments products, including commercial real estate debt, infrastructure, aviation and corporate debt.
AEW’s newly expanded private debt platform has achieved significant growth over the past five years and comprises €7.4bn of client commitments of which €3.3bn has been invested across a range of funds and separate account mandates, as at 31 December 2023.

Dominik Thumfart is a Managing Director and Global Co-Head of Origination, Infrastructure & Energy, on Deutsche Bank´s Global Credit Financing Solutions platform. In this role, Dominik leads origination of structured credit opportunities and coverage dialogue with institutional investors, particularly the leading infrastructure funds globally, and a select number of strategic investors (including project developers, independent power producers, and operators of corporate platforms in the digital / energy transition / social and transportation infrastructure sectors.

Prior to joining Deutsche Bank Group in November 2008 as Managing Director in the asset and project finance business, Dominik spent fifteen years at Citigroup, predominantly in Frankfurt, London, New York, and Vienna. He was made a Managing Director in 2004 and between 2004 and 2008 was the EMEA Business Head of its Asset Finance Group, Global Markets, based in London.

Dominik holds a Master and a Doctorate in Business Administration from Wirtschaftsuniversität Wien (Vienna University of Economics and Business Administration) and a CEMS Master in International Management which included an exchange term at Escuela Superior de Adminstración de Empresas (ESADE) in Barcelona.

Mr. Trabocco has over 25 years of investing and finance experience coming to ITE Management from Cambridge Associates as Managing Director. Prior he was also Managing Director with Kayne Anderson Capital Advisors’ middle market mezzanine strategy and Managing Director at LBC Credit Partners, Inc, leading research and underwriting. Previously, he was Vice President and Senior Analyst at Moody’s Investors Service. He has served on the Board of Advisors for the Alternative Investment Forum and advised the Interamerican Development Bank and the US Treasury on matters related to the private credit asset class. Mr. Trabocco holds a MALD from The Fletcher School at Tuft University, an MBA from Columbia Business School, BA from Pomona College, and is a CFA Charterholder.

ITE Management

ITE Management is an investment firm targeting industrial and transportation assets and companies, and related industries and services with a critical focus on investments that generate current cash. ITE Management’s investment strategies focus on broad macro-economic themes. The principals of ITE Management are seasoned industry professionals in investments, investment management, banking, manufacturing and leasing with an average of over 25 years of experience. For more information, visit itemgmt.com.

Alex leads the debt investing activities for Whitehelm and has 18 years’ industry experience in debt financing, investment banking and principal investment.

Prior to the formation of Whitehelm, Alex spent seven years at Challenger where he was a Director and led the international infrastructure debt investment strategy.

Previously, Alex was an Associate Director in the Structured Capital Finance and Infrastructure Corporate Finance groups at RBS, specialising in acquisition financing for infrastructure investments, including support of the buyouts of Associated British Ports, London City Airport and Sanef.

Alex has led or been involved in numerous large infrastructure financings as sponsor or investor, including closed transactions for Southern Water, Thames Water, Yorkshire Water, Angel Trains, Aquasure, Coriance, Inexus, Aguas Nuevas and Heathrow Airport.

Whitehelm Capital

Whitehelm Capital is one of the worlds most experienced infrastructure managers, partnering with clients to invest in true infrastructure assets for over 23 years. With €6.7 billion in direct infrastructure debt and equity investments made since inception, and €3.7 billion of funds currently under management. Whitehelm invests in true infrastructure assets that protect investment value, while providing predictable cash returns.

The firm is majority staff-owned, with employees owning 70%, and benefits from an independent perspective and experienced investment managers. Whitehelm has successfully generated attractive returns from infrastructure assets for its investors for over two decades and through several economic cycles.

Jack joined Asset Management One Alternative Investments, Ltd. (“AMOAI”) as a Fund Manager in April 2016. Jack has structured and helped established Japan’s first Infrastructure Debt fund focusing on project finance loans for Japanese institutional investors in July 2016. Jack successfully closed the first fund, Cosmic Blue PF Trust Lily in July 2017 and the second fund, Cosmic Blue PF Lotus FCP-RAIF in November 2018. He has executed various transactions globally, including power projects in Asia, Middle East, and North America. Jack is responsible for sourcing, managing, monitoring project finance loans as well as day-to-day fund management.

Before joining AMOAI, Jack was an Associate of the Global Project Finance Division of Mizuho Bank, mostly specializing in securitization and environmental matters. During his time at Mizuho Bank Jack has led firm-wide initiatives on asset usage, portfolio management, and securitization schemes when he was a part of the cross-divisional Securitization Project Team. In addition to initiating the infrastructure debt project, Jack structured and established Mizuho’s first Japanese Depositary Receipt with close collaboration of Mizuho Trust and Banking.

Prior to this, Jack was part of the Sustainable Development Department, the team responsible when Mizuho Bank served as Chair of the Equator Principle’s Association. As the Chair Bank, Jack was invited to attend and speak at various events and trainings programs and has led key outreach initiatives for financial institutions in Asia. In addition to the Chair role, Jack was also responsible for reviewing the environmental and social compliance of all project finance transactions at Mizuho Bank.

Jack was awarded a Bachelor of Commerce from Rotman School of Management at the University of Toronto, Canada

Asset Management One Alternative Investments

Asset Management One Alternative Investments (“AMOAI”), formerly known as Mizuho Global Alternative Investments (“MGAI”), is an asset management company specialized in alternative investments. At AMOAI, we provide a broad range of externally and internally managed non-traditional active investment products for institutional investors.

The Infrastructure Investment Dept. manages two infrastructure debt funds. The funds mainly focus on investing in infrastructure senior debt targeted at projects that are essential to the local community or economy. We have a global mandate and the portfolio with diversified in region and in sector. With expertise in project finance of the investment team, we are to provide investors with a long term stable income return that is typically derived from predictable cash flow supported by regulation, contracts or monopoly features.