The evolving role of lending in the private infrastructure world

Join the Infrastructure Debt Forum and connect with global investors, issuers, and developers to explore how debt is providing security and opportunity for forward-thinking investors.

Find out about investor appetite for lending in the private infrastructure world on 24 March.

Infrastructure Investor New York - advance your fundraising

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 why infrastructure debt may be considered the new core infrastructure class, how debt managers can improve their ESG integration, the key infrastructure sectors ripe for debt investment in 2022, and much more.

Infrastructure Investor New York Forum - build your network

Save time building your network

Create and nurture sustainable relationships with infrastructure’s elite at the event and on our sophisticated networking platform.

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 route to net-zero post-COP26

Pursuing the momentum for change in emerging and frontier

Investing in the energy transition as the world moves towards net-zero

Navigating the route towards an inclusive global digital economy

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

 

Day 1
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Agenda

Infrastructure Debt Forum - Thursday 24th

Infrastructure Debt Forum
08:45 - 08:50

Introduction from Infrastructure Investor

08:50 - 09:00

Welcome from the chair

Agnes Mazurek
A speaker photo for Agnes Mazurek

Agnes Mazurek

Expert in alternative investments

Read bio
09:00 - 09:40

The new core infrastructure? How debt is providing security & opportunity for forward-thinking investors

Adam Smallman, Monika Bednarz, Jean-Francis Dusch, Benjamin Hemming, Diana Sepulveda, Manish Taneja
  • Fewer defaults and higher recoveries? The reasons why infra debt is outperforming other alternative credit strategies
  • The big names and big launches flooding to market as the asset class matures
  • Can debt overtake equity as the core infrastructure class of the future?

Moderator: Adam Smallman, Director of Membership Programs, PEI

A speaker photo for Adam Smallman

Adam Smallman

Director of Membership Programs, PEI

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A speaker photo for Monika Bednarz

Monika Bednarz

Director, Lagrange Financial Advisory

Read bio
A speaker photo for Jean-Francis  Dusch

Jean-Francis Dusch

CEO, Edmond de Rothschild UK, CIO Infrastructure Debt, Edmond de Rothschild AM UK

Read bio
A speaker photo for Benjamin Hemming

Benjamin Hemming

Head of Infrastructure Debt, MEAG Munich ERGO

Read bio
A speaker photo for Diana Sepulveda

Diana Sepulveda

Senior Portfolio Manager, Infrastructure Debt Investments, HSBC Asset Management

Read bio
A speaker photo for Manish Taneja

Manish Taneja

Deputy Global Head of Infrastructure Credit, Carlyle

Read bio
09:40 - 10:20

Investor views on infrastructure debt opportunities in 2022 and beyond

Anish Butani, Philippe Benaroya, Dr. Dimitar Lambrev, Jerome Neyroud, Markus Schaen, Kees-Jan van de Kamp
  • Amidst the continuing evolution & definitions of alternative assets, where does infrastructure debt sit in LP portfolios?
  • Funds vs separately managed accounts (SMAs) – what are most appealing to LPs at present and why?
  • Why LPs are choosing infrastructure debt as their route towards diversification and a broader debt mandate

Moderator: Anish Butani, Senior Director, bfinance

A speaker photo for Anish Butani

Anish Butani

Senior Director, bfinance

Read bio
A speaker photo for Philippe  Benaroya

Philippe Benaroya

CEO & Managing Partner, Generali Global Infrastructure

Read bio
A speaker photo for Dr. Dimitar Lambrev

Dr. Dimitar Lambrev

Senior Portfolio Manager – Infrastructure Investments, UNIQA Insurance Group

Read bio
A speaker photo for Jerome  Neyroud

Jerome Neyroud

Head of Infrastructure Debt, Schroders

Read bio
A speaker photo for Markus 	 Schaen

Markus Schaen

Principal Fixed Income Portfolio Manager, MN

Read bio
A speaker photo for Kees-Jan  van de Kamp

Kees-Jan van de Kamp

Senior Portfolio Manager, Infrastructure Investments, NN Investment Partners

Read bio
10:20 - 11:00

Moving with the times – how debt managers can improve their ESG integration

Agnes Mazurek, Tim Cable, Jane Bowes, Claus Fintzen
  • The fallout from COP26 and expected impact on global infrastructure debt funds, projects and returns
  • SFDR – operating infrastructure debt funds under articles 7, 8 & 9
  • Examining the ‘S’ and the ‘G’ in an era dominated by the ‘E’
  • Exerting influence as a debt investor

Moderator: Agnes Mazurek, Senior Consultant

A speaker photo for Agnes Mazurek

Agnes Mazurek

Expert in alternative investments

Read bio
A speaker photo for Tim Cable

Tim Cable

Senior Partner, Vantage Infrastructure

Read bio
A speaker photo for Jane Bowes

Jane Bowes

Senior Vice President, Threadmark LLP

Read bio
A speaker photo for Claus 	 Fintzen

Claus Fintzen

Chief Investment Officer, Allianz Global Investors

Read bio
11:00 - 11:30

Coffee & networking

Infrastructure Debt Forum
11:30 - 12:10

The emergence of the green infrastructure debt brand

Frank Dornseifer, Bérénice Arbona, Peter Brodehser, Thomas Gummert, Stéphanie Passet
  • Who’s labelling their funds as ‘green infrastructure debt’ and what exactly does this mean?
  • How wary should LPs be of greenwashing in these instances?
  • Finding value and generating returns whilst working within investor demands and the EU taxonomy

Moderator: Frank Dornseifer, Managing Director, Bundesverband Alternative Investments

A speaker photo for Frank Dornseifer

Frank Dornseifer

Managing Director, Bundesverband Alternative Investments

Read bio
A speaker photo for Bérénice Arbona

Bérénice Arbona

Head of Infrastructure Debt, LBPAM

Read bio
A speaker photo for Peter 	 Brodehser

Peter Brodehser

Head of Infrastructure Investments, Talanx Group – Ampega Asset Management

Read bio
A speaker photo for Thomas Gummert

Thomas Gummert

Director, Infrastructure & Project Finance, Eight Advisory

Read bio
A speaker photo for Stéphanie  Passet

Stéphanie Passet

Investment Director – Infrastructure Debt, BNP Paribas Asset Management

Read bio
12:10 - 12:40

Project finance in emerging economies

Hubert Danso, Hervé Chopard, Glenn Fox
  • Digital, transport, energy – where do EM opportunities lie and how do they differ from developed markets?
  • Mitigating the perception of risk in emerging markets
  • How EM project financing can go hand in hand with your social and environmental goals
  • Identifying the right models and approaches for debt investments in differing regions and jurisdictions

Moderator: Hubert Danso, CEO & Chairman, Africa investor (Ai) Group

A speaker photo for Hubert Danso

Hubert Danso

CEO & Chairman, Africa investor (Ai) Group

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A speaker photo for Hervé  Chopard

Hervé Chopard

Head of Insurance and Pension, Private Credit Sales, EMEA, Natixis

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Glenn Fox, HSBC Asset Management

Glenn Fox

Head of Infrastructure Debt Investments, HSBC Asset Management

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12:40 - 13:00

Infra debt, geoeconomics and asset ownership

Nicolas Firzli
A speaker photo for Nicolas Firzli

Nicolas Firzli

Director-General, World Pensions Council (WPC)

Read bio
13:00 - 14:00

Networking lunch with Digital Infrastructure and Energy Transition Forum attendees

Infrastructure Debt Forum
14:00 - 14:40

The rise and rise of higher-yielding strategies

Hans-Peter Dohr, Severin Hiller, Jessie Jin, Viktor Kozel, Benjamin Walter
  • Examining the supply and demand for junior debt strategies
  • What profile of investors are looking at this and how might this change in the coming years?
  • Finding value across the capital structure in the quest for core-level return generation

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

 

A speaker photo for  Hans-Peter Dohr

Hans-Peter Dohr

Founder & Managing Director, ICA - Institutional Capital Associates

Read bio
A speaker photo for Severin Hiller

Severin Hiller

Co-Head of Infrastructure Debt, Rivage Investment

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A speaker photo for Jessie Jin

Jessie Jin

Vice President, GIC

Read bio
A speaker photo for Viktor Kozel

Viktor Kozel

Portfolio Manager Infrastructure Debt, UBS Asset Management, Real Estate & Private Markets

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A speaker photo for Benjamin Walter

Benjamin Walter

Portfolio Manager, Allianz Global Investors

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14:40 - 15:20

The cost of debt: too good to be true?

Alex Bebov, Marguerite Polge De Combret, Tim Floyd, Adil Jiwa, Casilda Perez-Medina
  • What market factors are causing current debt prices to be so cheap?
  • Is this sustainable?
  • What should LPs and GPs alike be wary of when it comes to pricings in the coming months?

Moderator: Alex Bebov, Managing Partner, BAC

A speaker photo for Alex Bebov

Alex Bebov

Managing Partner, BAC

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A speaker photo for Marguerite Polge De  Combret

Marguerite Polge De Combret

Vice President, Macquarie Capital

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A speaker photo for Tim  Floyd

Tim Floyd

Director, Westbourne Capital

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Adil Jiwa, Scottish Widows

Adil Jiwa

Director, Infrastructure Debt, Scottish Widows

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A speaker photo for Casilda 	 Perez-Medina

Casilda Perez-Medina

International Client Advisory, Director, Aquila Capital

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15:20 - 16:00

Pinpointing the key infrastructure sectors ripe for debt investment in 2022 and beyond

Agnes Mazurek, Timo Buijs, Burkhard Egbers, Daniel Fuchs, Stefan Wala
  • Assessing the trends driving investments in energy transition, social, digital and other infrastructure projects
  • How sophisticated must LPs be to lead the charge when it comes to sector-specific fund selection?
  • The where and the what – finding the right opportunities in the right regions across the globe

Moderator: Agnes Mazurek, Senior Consultant

A speaker photo for Agnes Mazurek

Agnes Mazurek

Expert in alternative investments

Read bio
A speaker photo for Timo 	 Buijs

Timo Buijs

Director, Project Finance Digital Infrastructure, ABN AMRO

Read bio
A speaker photo for Burkhard  Egbers

Burkhard Egbers

Founder, Egbers Investment Partners

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A speaker photo for Daniel Fuchs

Daniel Fuchs

Lead Portfolio Manager High Yield Infrastructure Debt, BlackRock

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A speaker photo for Stefan Wala

Stefan Wala

Head of Origination & Client Coverage, Kommunalkredit Austria AG

Read bio
16:00 - 16:10

Closing comments from the chair

Bérénice Arbona

Head of Infrastructure Debt, LBPAM

Bérénice Arbona is responsible for the infrastructure debt activity within LBPAM Real & Private Assets platform. She has 18 years of experience in project finance on both the sponsor and bank sides. Bérénice Arbona began her career in 2003 with t… Read full bio

Alex Bebov

Managing Partner, BAC

Alex Bebov created BAC (BAC Securities) 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. He worked on Polish, Romania, We… Read full bio

Monika Bednarz

Director, Lagrange Financial Advisory

Monika is Director at Lagrange based in Frankfurt, Germany. She advises institutional investors on infrastructure and real estate investments funds (equity and debt). She has 20 years of professional experience in finance, including corporate and ass… 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

Jane Bowes

Senior Vice President, Threadmark LLP

Jane Bowes is a member of Threadmark’s European fund distribution team. 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 T… Read full bio

Peter Brodehser

Head of Infrastructure Investments, Talanx Group – Ampega Asset Management

Peter Brodehser joined the Infrastructure Investments team at Talanx Group - Ampega Asset Management in September 2014, tasked with building its debt and equity investment portfolio. Peter is a seasoned alternative investment executive with about 20… Read full bio

Timo Buijs

Director, Project Finance Digital Infrastructure, ABN AMRO

Timo Buijs has been active for 8 years in infrastructure and investment banking with a primary focus on digital infrastructure in Europe. This includes data centres, fiber networks and communication towers. He has executed over 50 digital infrastruct… Read full bio

Anish Butani

Senior Director, bfinance

Anish is a Senior 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 over $8bn to the inf… 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

Hervé Chopard

Head of Insurance and Pension, Private Credit Sales, EMEA, Natixis

Herve Chopard is the Head of Co-Lending Square platform at Natixis. He has worked in the Financial Services industry for 20 years, predominantly in the Capital Markets and Asset Management sectors. Hervé is in charge of developing the activity of Nat… Read full bio

Marguerite Polge De Combret

Vice President, Macquarie Capital

Marguerite is Vice President at Macquarie Capital, based in London. Marguerite joined Macquarie in 2018 as part of the debt advisory team, within Macquarie Capital’s broader M&A team – she is responsible for leading advisory mandates across energ… Read full bio

Hubert Danso

CEO & Chairman, Africa investor (Ai) Group

CEO and Chairman: Africa investor (Ai), Chairman: AiSWPFF, Chairman, African Union Continental Business Network (CBN), African Green Infrastructure Investment Bank Advisory Board (AfGIIB) Mr Danso is the Chief Executive Officer and Chairman of Africa… 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 18 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 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… 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

Claus Fintzen

Chief Investment Officer, Allianz Global Investors

Claus Fintzen is the CIO and Head of Infrastructure Debt at AllianzGI in London. The infrastructure debt platform was created in 2012 in order to develop the institutional market for this asset class and to originate suitable transactions for the All… Read full bio

Nicolas Firzli

Director-General, World Pensions Council (WPC)

M. Nicolas J. Firzli is the director-general of the World Pensions Council (WPC), a global think-tank & asset owners association. Mr. Firzli is co-chair of the World Pensions Forum (WPF) held annually in a G7/EU capital and coordinator of the G7… Read full bio

Tim Floyd

Director, Westbourne Capital

Tim Floyd leads Westbourne Capital’s London office and has overall responsibility for the firm’s activities in Europe. Since joining Westbourne in 2013, Tim has successfully expanded Westbourne’s investment footprint in the region across a range of s… Read full bio
Glenn Fox, HSBC Asset Management

Glenn Fox

Head of Infrastructure Debt Investments, HSBC Asset Management

Glenn heads the Infrastructure Debt Investments team at HSBC Asset Management, bringing almost 30 years of infrastructure experience to the role. He heads a team which invests globally in USD infrastructure debt and in a select range of Asia Pacific… Read full bio

Daniel Fuchs

Lead Portfolio Manager High Yield Infrastructure Debt, BlackRock

Daniel Fuchs is a senior investment professional and the Lead High Yield Infrastructure Debt Portfolio Manager at the Infrastructure Debt Group within BlackRock Alternative Investors (BAI). In his role, he manages BlackRock’s global high-yield infras… Read full bio

Thomas Gummert

Director, Infrastructure & Project Finance, Eight Advisory

Before joining Eight Advisory in 2021, Thomas was team head at PwC Germany for more than 12 years, leading advisory teams in major infrastructure transactions across Europe, Africa and South America. Prior to joining PwC Thomas spent 5 years working… Read full bio

Benjamin Hemming

Head of Infrastructure Debt, MEAG Munich ERGO

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

Jessie Jin

Vice President, GIC

Jessie joined GIC Infrastructure investment team in 2019, based out of London. Her primary coverage responsibility is GIC’s global infra credit portfolio consisting of both funds and direct investments. In addition, she also covers selected investmen… Read full bio
Adil Jiwa, Scottish Widows

Adil Jiwa

Director, Infrastructure Debt, Scottish Widows

Adil is an Investment Manager, focussing primarily on infrastructure and energy related private debt investments for Scottish Widows (SW). Since joining inApril 2019, Adil has worked on >£700m (equivalent) of deployed capital, with sectors ranging… Read full bio

Kees-Jan van de Kamp

Senior Portfolio Manager, Infrastructure Investments, NN Investment Partners

Kees-Jan van de Kamp is a Senior Portfolio Manager in the Infrastructure Debt team, part of Alternative Credit at Dutch asset manager NN Investment Partners. NN IP is the asset management arm of Nationale-Nederlanden Group, the leading Dutch Insuranc… Read full bio

Viktor Kozel

Portfolio Manager Infrastructure Debt, UBS Asset Management, Real Estate & Private Markets

Viktor is a member of Infrastructure Debt, a business which forms part of Real Estate & Private Markets within UBS Asset Management. He is based in London and is responsible for capital raising, deal sourcing, analysis & execution of investme… Read full bio

Dr. Dimitar Lambrev

Senior Portfolio Manager – Infrastructure Investments, UNIQA Insurance Group

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 t… Read full bio

Agnes Mazurek

Expert in alternative investments

Agnes Mazurek is a senior investment expert in private markets with 25 years of experience across the whole investments value chain (credit risk, origination, underwriting and distribution, portfolio management). She has both sell-side and buy-side o… 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

Casilda Perez-Medina

International Client Advisory, Director, Aquila Capital

She has over 20 years experience in the financial sector. She was Executive Director at BofAML Spain for 8 years and at Morgan Stanley London for 6 years, working as Fixed Income Sales in several desks (Iberian Sales, Swiss Sales, Credit Hedge Funds… Read full bio

Stéphanie Passet

Investment Director – Infrastructure Debt, BNP Paribas Asset Management

Stéphanie Passet is an Investment Director in the Infrastructure Debt team at BNP Paribas Asset Management based in Paris. Stéphanie has over 22 year experience in executing project and structured financings placed in the capital and/or bank markets… Read full bio

Manish Taneja

Deputy Global Head of Infrastructure Credit, Carlyle

Mr. Taneja is a Managing Director and Deputy Global Head of Carlyle Infrastructure Credit. He is based in New York. Carlyle Infrastructure Credit originates private investment grade, below investment grade, and mezzanine debt investments in global in… Read full bio

Markus Schaen

Principal Fixed Income Portfolio Manager, MN

Markus is Principal Fixed Income for the Dutch fiduciary manager MN and is responsible for the selection and monitoring of MN’s external fixed income managers. Within fixed income, his focus is mainly on public and private corporate credit, residenti… Read full bio

Diana Sepulveda

Senior Portfolio Manager, Infrastructure Debt Investments, HSBC Asset Management

Diana is a Senior Portfolio Manager, Infrastructure Debt Investments, at HSBC Asset Management. She has been working in infrastructure finance since 2000, with significant experience in structuring and executing financings across the transportation,… Read full bio

Adam Smallman

Director of Membership Programs, PEI

Adam joined PEI in December 2018 in a new role as Head of Content Strategy. Previously he spent three years with investment bank Liberum and held leading editorial and content roles at Dow Jones and Informa PLC. His responsibility is to ensure PEI’s… Read full bio

Bob van de Straat

Senior Portfolio Manager, Fixed Income, MN

Bob van de Straat is a Senior Portfolio Manager, Fixed Income at MN. He is responsible for the external management and monitoring of a portfolio of € 2.5 billion in commitments in European infrastructure loans and the investments in Dutch mortgages o… Read full bio

Stefan Wala

Head of Origination & Client Coverage, 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

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