Infrastructure
Investor
Investor
Infrastructure Debt Forum Global Summit 2021
21 October 2021,
Hilton, Berlin
From pandemic-resilience towards sustainable growth
Join the Infrastructure Debt Forum and connect with senior, junior and mezzanine providers with global investors, issuers, and developers.
Learn about the different investment structures available and opportunities for yield in the growing infrastructure debt market.
Advance your fundraising
Connect with a global audience of investors looking to allocate to infrastructure debt and benefit from focused networking with the right people.
Gain peer-to-peer insights
Explore what characteristics have made infrastructure debt so pandemic resilient, the role of specialist infrastructure credit strategies, the effects of the low interest rate environment, and much more.
Save time building your network
Create and nurture sustainable relationships with infrastructure’s elite at the event and on our sophisticated networking platform.
2021 speakers include:
One Summit. Seven Forums.
The Infrastructure Debt Forum is part of the industry leading Infrastructure Investor Global Summit. Taking place across four days, the Summit has something to offer everyone involved in infrastructure.
The private infrastructure industry’s annual general meeting
Investing in assets which provide essential services
The role of infrastructure in the route to net-zero
Scaling emerging market investment in a post-pandemic world
The future of energy
Building the inclusive digital economy of the future
Sponsorship opportunities
The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.
For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498
Jemima Atkins
Infrastructure Investments, Allianz Capital Partners
Jemima Atkins is an investment professional within the Infrastructure Direct Investments team at Allianz Capital Partners, based in London. She is particularly focused on infrastructure investments in the energy, utilities and transport sectors, incl… Read full bio
Alex Bebov
Managing Partner, BAC Securities
Alex Bebov created BAC (BAC Securities and BAC Ltd.) and was involved in more than 20 energy projects working for firms such as Alpiq/ATEL, Energo Pro, EoN Energie. BAC was the main manager of the first East-European REIT as a GP. BAC has achieved 36… Read full bio
Philippe Benaroya
CEO & Managing Partner, Generali Global Infrastructure
Philippe Benaroya is the Managing Partner and serves as the firm’s Chief Executive Officer at Generali Global Infrastructure (GGI). GGI was founded in 2018 by Philippe Benaroya, Alban de La Selle and Gilles Lengaigne in partnership with the Generali… Read full bio
Zak Bentley
Americas Editor, Infrastructure Investor
Zak Bentley is Americas editor at Infrastructure Investor, based in New York. Zak joined Infrastructure Investor in London in 2016 from Centaur where he was a reporter at their Clean Energy Pipeline title. He now leads Infrastructure Investor’s cover… Read full bio
Frederic Blanc-Brude
Director, EDHECinfra
Frederic Blanc-Brude is the Director of EDHECinfra - leading index, analytics and research provider specialised in the provision of unlisted infrastructure equity and debt market indices and custom benchmarks. He holds a PhD in Finance (King’s Colleg… Read full bio
Floortje Brouwers
Senior Vice President, GIC
Floortje Brouwers leads the Infrastructure Debt strategy for GIC, based out of London. She is part of GIC’s INFRA investment team which covers Equity, Debt and Fund investments. In her role she is responsible for investments in non-investment grade a… Read full bio
Philipp Bunnenberg
Consultant, BAI
Philipp Bunnenberg is working at BAI as a consultant and market analyst and is responsible for the Alternative Markets resort. Before joining BAI he worked as a research assistant at the Finance & Banking chair at the University of Potsdam. Curre… Read full bio
Tim Cable
Senior Partner, Vantage Infrastructure
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 In… Read full bio
Lucy Dale
Director, BlackRock
Lucy Dale is a member of the Infrastructure Debt Group of BlackRock Alternative Investors. She has over 15 years of experience in infrastructure and energy project finance as an advisor, banker and asset manager. Mrs. Dale is responsible for the orig… Read full bio
Hans-Peter Dohr
Founder & Managing Director, ICA - Institutional Capital Associates
Hans-Peter founded ICA in 2016. He has nearly 35 years’ experience of debt & corporate finance and alternative investments and holds an MBA from the Vienna University of Economics. ICA Institutional Capital Associates (ICA) ICA is an award-winnin… Read full bio
Frank Dornseifer
Managing Director, Bundesverband Alternative Investments
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 manageme… Read full bio
Jean-Francis Dusch
CEO, Edmond de Rothschild UK, CIO Infrastructure Debt, Edmond de Rothschild AM UK
Jean-Francis Dusch brings 30 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… Read full bio
Burkhard Egbers
Founder, Egbers Investment Partners
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 prof… Read full bio
Claudio Ghisu
Co-Head Infrastructure/Managing Director, YIELCO Investments (Switzerland) AG
Claudio is a partner at YIELCO Investments AG and managing director at YIELCO Investments (Switzerland) AG and in this role member of YIELCO's management and investment committee. Claudio is co-heading YIELCO's infrastructure practice and is YIELCO's… Read full bio
Benjamin Hemming
Head of Infrastructure Debt, MEAG
Benjamin joined MEAG in 2014 and heads the Infrastructure Debt Team which is responsible for the origination and structuring of infrastructure deals in the sectors transport, digital & social infrastructure. He has more than 16 years’ experience… Read full bio
Severin Hiller
Co-Head of Infrastructure Debt, Rivage Investment
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… Read full bio
Magdalena Kowalska
Senior Portfolio Manager, NN Investment Partners
Magdalena joined NN Investment Partners in 2014 and is a Senior Portfolio Manager in the Infrastructure Debt / Project Finance team. Prior to this she spent 6 years as a Commercial Manager at Skanska Infrastructure Development UK where she was respon… Read full bio
Agnes Mazurek
Head of Product Innovation, APEX Group
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… Read full bio
Tom Murray
Managing Director, I Squared Capital
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… Read full bio
Jerome Neyroud
Head of Infrastructure Debt, Schroders
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 behal… Read full bio
Kay Parplies
Head of Unit, European Commission
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 bl… Read full bio
Alistair Perkins
Head of Infrastructure & Project Finance, NN Investment Partners
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,… Read full bio
Steven Pringle
Director, Member Relations, GRESB
Steven Pringle is a Director within the Member Relations Team and is based in Amsterdam. He joined GRESB at the beginning of 2020 as part of the business development division. Prior to joining GRESB Steven worked in Real Estate Funds Management and B… Read full bio
Cristina Serrano
Global Head of Institutional Business, Santander Asset Management
Cristina joined Santander Asset Management in 2018 as head of the Institutional Business. Her teams work both in fundraising both for traditional and more recently alternative assets. Cristina has been part of Santander Group since 2007 in positions… Read full bio
Kevin Smithen
Chief Commercial and Strategy Officer, DigitalBridge
Kevin Smithen is is Chief Commercial and Strategy Officer at DigitalBridge. Mr Smithen has over 25 years of experience in the global communications services and infrastructure sectors and plays a leading role in the firm’s deal sourcing, fundraising… Read full bio
Matias Sottile
Managing Partner, Ayres Partners
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 Partner… Read full bio
Tom Sumpster
Head of Private Markets, Phoenix Asset Management, Phoenix Group plc
Tom is currently the Head of Private Markets for Phoenix Group, the UK’s largest long-term savings and retirement provider with over £270bn of Assets under Administration, on behalf of over 13 million policyholders. In his current role, Tom is a memb… Read full bio
Dominic Swan
Head of Private Debt, HSBC Alternatives, HSBC Asset Management
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 capa… Read full bio
Benoît Theys
Head of Infrastructure Finance, AG Insurance
He is graduated as Master in Applied Economic Sciences at the Université Catholique de Louvain-la-Neuve (UCL) and is a certified Financial Analyst at the Belgian Association of Financial Analysts. He worked for more than 25 years in Project Finance,… Read full bio
Stefan Wala
Head of Origination, Kommunalkredit Austria AG
Stefan has been with Kommunalkredit since early 2017 in charge of the bank´s origination, deal sourcing and client coverage efforts. During that time, Kommunalkredit has built a strong franchise in the European infrastructure and energy market with p… Read full bio
Alex Waller
Head of Infrastructure Debt, Whitehelm Capital
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 Dire… Read full bio
Benjamin Walter
Portfolio Manager, Allianz Global Investors
Benjamin Walter is a Director in Allianz Global Investors’ Infrastructure Debt Investment team, based in Frankfurt. Benjamin has worked on transactions across Europe with a focus on German-speaking markets. He has led the closing of a number of trans… Read full bio
View agenda page
Agenda
Infrastructure Debt Forum - Thursday 21st
Infrastructure Debt Forum
08:45 - 08:50
Introduction from Infrastructure Investor
08:50 - 09:00
Welcome from the chair
Severin Hiller
09:00 - 09:45
From weathering the storm to leading the charge – infrastructure debt to the fore
Zak Bentley,
Benjamin Hemming,
Alistair Perkins,
Alex Waller
- A less volatile asset and more flexible solution – how infrastructure debt gained its resilience tag
- How the persistent low interest rates and other macro factors play heavily into its favour
- Assessing the numbers – why infra debt is seeing more capital commitment year upon year and relatively big ticket sizes
- Are we seeing investors increasingly seeking infra debt solutions over traditional fixed income?
Moderator: Zak Bentley, Senior Reporter, Infrastructure Investor
09:45 - 10:30
Traditional and modern infrastructure in the new green, digital economy
Severin Hiller,
Philippe Benaroya,
Tim Cable,
Lucy Dale,
Tom Sumpster,
Benoît Theys
- What traditional infra is at risk of becoming redundant as the world transitions at an increasingly rapid pace?
- How debt managers can help future proof their traditional infrastructure assets
- What does the future hold for the ever-changing definition of infrastructure assets?
Moderator: Severin Hiller, Co-Head Infrastructure Debt, Rivage Investment
10:30 - 11:00
Sector-specific strategies – the next step for infrastructure debt’s growth?
Philipp Bunnenberg ,
Jean-Francis Dusch,
Burkhard Egbers,
Agnes Mazurek,
Stefan Wala
- Analysing the capital being committed to sector-specific infrastructure debt investments
- Why renewables, social and digital infrastructure are among those leading the way
- Business model, client asset liability management and other considerations for managers as we shift towards a new way of project financing
- How can investors construct their portfolios to efficiently expose themselves to a diverse set of sectors?
Moderator: Philipp Bunnenberg, Consultant, BAI
Jean-Francis Dusch
CEO, Edmond de Rothschild UK, CIO Infrastructure Debt, Edmond de Rothschild AM UK
Read bio
11:00 - 11:30
Coffee & networking
Infrastructure Debt Forum
11:30 - 12:10
Junior vs senior and the appeal of high return debt strategies in the search for yield
Alistair Perkins,
Floortje Brouwers,
Tom Murray,
Dominic Swan,
Benjamin Walter
- Are high return debt strategies becoming part of a core infrastructure portfolio now, despite high fees?
- Junior debt, crossover credit & more – what’s proving most popular for different types of LPs in the post-pandemic environment
- Why would investors choose these high return strategies over equity?
- Does senior investment grade debt still offer appeal to certain types of investors?
Moderator: Alistair Perkins, Head of Infrastructure & Project Finance, NN Investment Partners
12:10 - 12:30
Presentation: The performance of infrastructure debt before and after Covid-19
Frederic Blanc-Brude
- Impact of covid on private loans and corporate spreads
- Comparative performance with other fixed income securities
- Evolution of risk management and prudential reporting for infra debt investors
12:30 - 13:00
Fireside Chat: Key themes in private credit for digital infrastructure
Kevin Smithen
13:00 - 14:00
Lunch
Infrastructure Debt Forum
14:00 - 14:40
Meeting green requirements – how debt funds must adapt in a significant year for sustainability
Hans-Peter Dohr,
Jemima Atkins,
Magdalena Kowalska,
Jerome Neyroud,
Steven Pringle
- Adhering to established guidelines and regulation, such as the EU Taxonomy for Sustainable Activities
- The role of digital and energy transition products in improving sustainable infrastructure debt investment
- Cost-benefit analysis for LPs and GPs – due diligence, compliance, reporting and other considerations
- How much influence can a debt fund manager truly have when it comes to ESG adherence of it’s assets?
Moderator: Hans-Peter Dohr, Managing Partner, Institutional Capital Associates
14:40 - 15:20
Focusing the lens on fundraising
Severin Hiller,
Claudio Ghisu,
Cristina Serrano,
Tim Cable
- How has infrastructure debt fared compared to competing strategies throughout the pandemic?
- What place do smaller, niche managers continue to have amongst the more prominent infrastructure debt fund managers in the fundraising stakes?
- Where in the world have we seen this capital committed?
- How managers and investors alike have overcome due diligence and other hurdles
Moderator: Severin Hiller, Co-Head Infrastructure Debt, Rivage Investment
Claudio Ghisu
Co-Head Infrastructure/Managing Director, YIELCO Investments (Switzerland) AG
Read bio
15:20 - 16:00
The merit of debt investments in today’s emerging economies
Alex Bebov,
Kay Parplies,
Matias Sottile
- How should debt investors look to approach emerging markets?
- Premiums galore – garnering a winning formula of country risk, illiquidity and complexity premiums
- Fine-tuning your due diligence when it comes to specific countries and regions
- Long-term impacts of the pandemic on infrastructure debt investment opportunities in various emerging economies
Moderator: Alexander Bebov, Managing Director, BAC Securities
16:00 - 16:00
