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

So far, 2025 has been a fairly turbulent year for markets, with on-again, off-again, on-again American tariffs, high volatility and much opportunity for real assets investors.  During this week of rate announcements from the ECB, the Fed and the Bank of England, one of Europe's leading economists focuses on globalisation, capital flows and the economic impart of the EU's transatlantic relations.
Cinzia Alcidi - Head of Economic Policy Unit, CEPS

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
1:05 PM - 2:05 PM
2:05 PM - 2:35 PM

The Port of Rotterdam serves as a critical gateway for goods, representing 30% of European maritime freight. This strategic overview of the Port focuses on three key themes: 

  • The Port’s geopolitical significance in a rapidly-changing world 
  • Its leadership in the energy transition, particularly in the development of a hydrogen economy
  • The growing involvement of institutional investors in financing and shaping this transformation 

Tim de Knegt – Manager, Strategic Finance & Treasury, Port of Rotterdam

2:35 PM - 2:50 PM

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

 
2:50 PM - 3:30 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, Lægernes Pension
Robin Lutz - Senior Director, Infrastructure, La Caisse
Christian Sjölander - Co-Founder and Chief Executive Officer, Kärnfull Next
 

Moderated by:

3:30 PM - 4:00 PM
4:15 PM - 4:30 PM
  • Navigating ESG regulations and the green backlash
  • Measuring sustainability in infrastructure
 
4:30 PM - 5:10 PM

Anish Butani - Managing Director, Private Markets, bfinance

Moderated by: Phoebe Smith - Senior Director, PATRIZIA

5:10 PM - 5:35 PM

Jan-Willem Ruisbroek - Managing Director Global Infrastructure & Private Natural Capital, APG

5:35 PM - 5:40 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

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