The IPE Real Assets & Infrastructure Global Investor Conference & Awards 2022 programme

Timings are CET

Wednesday, September 14, 2022
4:00 PM - 6:00 PM
IPE Quest Asset Allocation Roundtable (for asset owners by invitation only)

The IPE Quest Asset Allocation Roundtable is an interactive gathering for institutional investors to learn, discuss and exchange ideas under the Chatham House Rule featuring the following topics.
 

Moderated by:
Richard Lowe - Editor, IPE Real Assets
Inflation – what it really means for infrastructure and real assets
Mark Rudovic - Head of Real Assets, Hodes Weill & Associates
Investment approaches – how best to gain access to infrastructure investments today
Graham Matthews - Chief Executive Officer Infrastructure, PATRIZIA
Case study: How a major institutional investor has been building exposure to infrastructure and real assets
Peter Wallach - Director of Pensions, MPF

This session is by invitation only. Please contact Jayna Vishram at jayna.vishram@ipe-quest.com for further details and to register. For further details regarding travel and accommodation, please contact Judith Langford at judith.langford@ipe.com

Thursday, September 15, 2022
8:00 AM
Registration and Coffee
9:00 AM
Opening Remarks
Richard Lowe - Editor, IPE Real Assets
9:05 AM
Chairman's Introduction
Nils Kok - Professor in Finance and Real Estate, Maastricht University
Energy Transition

A series of keynote presentations followed by panel discussions

9:10 AM
Energy Investment and Tomorrow's Energy System
Keynote address
Jonathan Coppel - Head of Energy Investment Unit, IEA
9:40 AM
The Outlook for Energy Security
Keynote address

Can Europe’s energy transition stay on track after the invasion of Ukraine and pressure to reduce reliance on Russian gas?
Is the case for nuclear energy now stronger?
How should governments and investors respond?

Karin Kaiser - Head of Private Markets Europe, Greencoat Capital
10:35 AM
Investing in Renewables
Presentation
Nils Kok - Professor in Finance and Real Estate, Maastricht University
11:20 AM
Networking Coffee Break
ESG: Real Assets and the Net-Zero Challenge

A series of keynote presentations followed by a panel discussion

11:45 AM
Keynote address

How can investors and managers realistically achieve net-zero objectives across real assets and infrastructure portfolios?
What are the implications and effectiveness of incoming sustainable finance regulation?

Andreas Köttering - Head of Private Infrastructure Europe, CBRE Investment Management
12:00 PM
Keynote address
Darwin Marcelo - Project Director, EDHEC Infrastructure Institute
1:00 PM
Lunch and Networking
Infrastructure and Asset Allocation

A series of keynote presentations followed by panel discussions

2:00 PM
Infrastructure Investments in Global Pension Fund Portfolios
Alexander Carlo - Doctoral Candidate in Real Estate Finance, Maastricht University
2:15 PM
IPE Real Assets Annual Infrastructure Investors Survey Results
Richard Lowe - Editor, IPE Real Assets
2:30 PM
Infrastructure and Asset Allocation
Keynote address
Audrey Colin West - Managing Director Infrastructure, Real Assets and Structured Finance, Edmond de Rothschild Asset Management UK
3:30 PM
Infrastructure 2.0: Driving the Digital and Smart Revolution
Keynote address
Heiko Schupp - Global Head of Infrastructure, Columbia Threadneedle Investments
3:45 PM
Networking Coffee Break
4:10 PM
Investor Interview

Jan-Willem Ruisbroek, Head of Infrastructure Investment Strategy at APG Asset Management will join Liam Kennedy, Editorial Director at IPE, in an exclusive one on one chat where he will reveal how his team have built an industry leading investment strategy that won the platinum Real Assets & Infrastructure Investor of the Year award at this year’s IPE Real Estate Global Awards

Jan-Willem Ruisbroek - Head of Global Infrastructure Investment Strategy, APG Asset Management
Liam Kennedy - Editorial Director, IPE (moderator)
Natural Capital

A keynote presentation followed by a panel discussion

4:30 PM
Managing Landscapes for a Sustainable Future; the Evolving Investment Strategies for Natural Climate Solutions
Keynote address
Geoffrey Seeto - Head of Emerging Markets, New Forests
4:45 PM
Panel discussion

Is sustainable and impact-led agriculture and forestry the next big growth area for institutional investors?

Nils Kok - Professor in Finance and Real Estate, Maastricht University
Geoffrey Seeto - Head of Emerging Markets, New Forests
Hans-Joachim Seyfarth - Head of Illiquid Assets Forestry & Agriculture, MEAG
5:25 PM
Closing Keynote Address: Food Security
Bernhard Kowatsch - Head of Innovation Accelerator, United Nations World Food Programme (WFP)
5:55 PM
Chairman's Closing Remarks
Nils Kok - Professor in Finance and Real Estate, Maastricht University
6:30 PM
Drinks Reception
7:30 PM
IPE Real Assets & Infrastructure Global Investor Awards 2022 Dinner and Ceremony

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