Timings are CEST

Monday 15 September

4:00 PM - 6:00 PM
Investor Forum (for asset owners by invitation only)

The IPE Real Assets Investor Forum creates an informal environment where investors can share investment strategy experiences and best practices with peers. We aim to bring together around 15-20 investors to keep the discussion as productive as possible and the meeting is held under the Chatham House Rule.

This session is by invitation only. Please note that this is not a standalone session and you will be required to attend the IPE REAL ASSETS INFRASTRUCTURE & NATURAL CAPITAL GLOBAL CONFERENCE & AWARDS 2025 to qualify. For more information, please contact Judith Langford.

Tuesday 16 September

8:30 AM - 9:00 AM
Registration and Coffee
9:00 AM - 9:05 AM
Opening Remarks
9:10 AM - 9:35 AM

The American government has made it clear that defending Europe is no longer its priority, while the war in Ukraine continues.  It seems clear now that the post WW2 American – European relationship that has informed so much of the world order is undergoing a seismic shift.  Why is this happening and where are we headed? 

9:35 AM - 10:00 AM
 
10:00 AM - 10:40 AM
  • Geopolitics
  • Deglobalisation
  • Regulation
  • Public-private sector collaboration

Brandon Soeiro - Investment Director, Real Assets, AustralianSuper

10:40 AM - 11:10 AM
11:10 AM - 11:15 AM

 The results of IPE Real Assets’ Global Investor Survey 

  • IPE Real Assets’ investor survey – the appeal of infrastructure today
  • Where does infrastructure sit alongside private equity, private debt and real estate in the wider expansion of private markets? 
 
11:15 AM - 11:30 AM

Don Dimitrievich - Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit, Nuveen

 
11:30 AM - 12:10 PM

Don Dimitrievich - Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit

1:05 PM - 2:05 PM
2:05 PM - 2:45 PM
 
2:45 PM - 3:00 PM

Can the huge demand for power from AI and the energy intensity of data centres be reconciled with the global net-zero agenda?

 
3:00 PM - 3:40 PM

Can the huge demand for power from AI and the energy intensity of data centres be reconciled with the global net-zero agenda?
Frederik Fischer Hjerl - Senior Portfolio Manager, Laegernes Pension

Moderated by:

3:40 PM - 4:10 PM
4:25 PM - 4:40 PM
  • Navigating ESG regulations and the green backlash
  • Measuring sustainability in infrastructure
 
4:40 PM - 5:20 PM

Anish Butani - Managing Director, Private Markets, bfinance

Moderated by: Phoebe Smith - Senior Director, PATRIZIA

5:20 PM - 5:45 PM

Jan-Willem Ruisbroek - Head of Global Infrastructure Investment Strategy, APG

5:45 PM - 5:50 PM
6:15 PM - 7:30 PM
 
7:30 PM - 10:30 PM

Join us as we reveal the winners of this year's IPE Real Assets Infrastructure & Natural Capital Global Awards 2025

Wednesday 17 September

8:30 AM - 9:00 AM
Registration and Coffee
9:05 AM - 9:25 AM

Scaling Up Voluntary Carbon Markets – Ideas for Institutional Investors 

Rich Stockdale - Chief Executive Officer, Oxygen Conservation; Author 'Scaling Conservation'

9:25 AM - 9:40 AM
  • What is natural capital, how is it evolving and what role should it play in institutional portfolios?  
  • Traditional income-focused investments versus more impact-led strategies and nature-based solutions 
 
9:40 AM - 10:20 AM

Kari Kangas - Director - Forest Investments, United Bankers
Stavros Koutsantonis - Chief Operating Officer, Conservation Resources

10:20 AM - 10:50 AM
11:45 AM - 12:05 PM
Keynote: Assessing the Challenges and Opportunities of the Great Food Transformation

Increasing the resilience of the global food system will require change from consumers, producers and investors, along with an understanding of the environmental and social impacts of this transition.  For real assets investors, the food transformation will involve several areas of investment including infrastructure, agriculture and natural capital.

12:10 PM - 1:30 PM