Investor
Infrastructure Debt Forum Global Summit 2022
24 March 2022,
Hilton, Berlin
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.
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.
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.
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
Agenda
Infrastructure Debt Forum - Thursday 24th
Introduction from Infrastructure Investor
Welcome from the chair

The new core infrastructure? How debt is providing security & opportunity for forward-thinking investors
- 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
Investor views on infrastructure debt opportunities in 2022 and beyond
- 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
Moving with the times – how debt managers can improve their ESG integration
- 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
Coffee & networking
The emergence of the green infrastructure debt brand
- 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





Project finance in emerging economies
- 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
Infra debt, geoeconomics and asset ownership

Networking lunch with Digital Infrastructure and Energy Transition Forum attendees
The rise and rise of higher-yielding strategies
- 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




Viktor Kozel
Portfolio Manager Infrastructure Debt, UBS Asset Management, Real Estate & Private Markets
Read bio
The cost of debt: too good to be true?
- 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





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





Closing comments from the chair

Bérénice Arbona
Head of Infrastructure Debt, LBPAM

Alex Bebov
Managing Partner, BAC Securities

Monika Bednarz
Director, Lagrange Financial Advisory

Philippe Benaroya
CEO & Managing Partner, Generali Global Infrastructure

Jane Bowes
Senior Vice President, Threadmark LLP

Peter Brodehser
Head of Infrastructure Investments, Talanx Group – Ampega Asset Management

Timo Buijs
Director, Project Finance Digital Infrastructure, ABN AMRO

Anish Butani
Senior Director, bfinance

Tim Cable
Senior Partner, Vantage Infrastructure

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

Marguerite Polge De Combret
Vice President, Macquarie Capital

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

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

Frank Dornseifer
Managing Director, Bundesverband Alternative Investments

Jean-Francis Dusch
CEO, Edmond de Rothschild UK, CIO Infrastructure Debt, Edmond de Rothschild AM UK

Burkhard Egbers
Founder, Egbers Investment Partners

Claus Fintzen
Chief Investment Officer, Allianz Global Investors

Nicolas Firzli
Director-General, World Pensions Council (WPC)

Tim Floyd
Director, Westbourne Capital

Glenn Fox
Head of Infrastructure Debt Investments, HSBC Asset Management

Daniel Fuchs
Lead Portfolio Manager High Yield Infrastructure Debt, BlackRock

Thomas Gummert
Director, Infrastructure & Project Finance, Eight Advisory

Benjamin Hemming
Head of Infrastructure Debt, MEAG Munich ERGO

Severin Hiller
Co-Head of Infrastructure Debt, Rivage Investment

Jessie Jin
Vice President, GIC

Adil Jiwa
Director, Infrastructure Debt, Scottish Widows

Kees-Jan van de Kamp
Senior Portfolio Manager, Infrastructure Investments, NN Investment Partners

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

Dr. Dimitar Lambrev
Senior Portfolio Manager – Infrastructure Investments, UNIQA Insurance Group

Agnes Mazurek
Expert in alternative investments

Jerome Neyroud
Head of Infrastructure Debt, Schroders

Casilda Perez-Medina
International Client Advisory, Director, Aquila Capital

Stéphanie Passet
Investment Director – Infrastructure Debt, BNP Paribas Asset Management

Manish Taneja
Deputy Global Head of Infrastructure Credit, Carlyle

Markus Schaen
Principal Fixed Income Portfolio Manager, MN

Diana Sepulveda
Senior Portfolio Manager, Infrastructure Debt Investments, HSBC Asset Management

Adam Smallman
Director of Membership Programs, PEI

Bob van de Straat
Senior Portfolio Manager, Fixed Income, MN

Stefan Wala
Head of Origination & Client Coverage, Kommunalkredit Austria AG
