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10-11 March 2022
Amsterdam

Agenda

DAY 1

AGENDA

Day 1: Thursday March 10

08:00 - 08:50

Registration, Breakfast, Networking

08:50 - 09:00

Chairman Welcome Remarks

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Baldwin Berges

Development & Investment Strategist

09:00 - 09:40

Global Market Views: Inflation, Monetary Policy and the Impact on Institutional Asset Owners.

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Jacco Heemskerk

Senior Director,

Head of Investment

Willis Towers Watson

Tine Choi Danielsen

Chief Strategist

PFA Pension

- The current macro environment, macro risk and pricing of asset markets.
- The impact of central bank monetary policy strategies on institutional investors.
- Structuring an allocation strategy which is resilient against inflation shocks.

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Guy Verberne

Chief Economist

PGGM Investments

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Thijs Knaap

Chief Economist

APG Asset Management

09:40 - 10:00

Keynote presentation: Private Debt - How Has it Performed to Date and What’s Next?

Covering growth of the asset class, how it has performed through cycles, next stage of inflation and continuing focus on ESG.

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Nicole Downer

Managing Partner & Head of Investor Relations

MV Credit

10:00 - 10:30

Networking Break/One-To-One Meetings

10:30 - 11:20

Panel Discussion: Climate Change: Transitioning to a Net-Zero Portfolio

- Aligning portfolios to the goals of the Paris agreement. Which sectors and asset classes provide the real impact?
- What short-term challenges are we faced with in the transition to net-zero, and how are they overcome? A look at stranded assets and asset misallocation.
- Green bonds. How can they help achieve climate targets and transition portfolios?

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Lars Erik Mangset

Head of Sustainable Finance

Grieg Investor

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Narina Mnatsakanian

Executive Director Sustainable and

Impact Investing

Van Lanschot Kempen

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Martine Rommen

Senior Climate Change Advisor

MN

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Barney Coles

Managing Director, Co-Head of Clean Energy

Capital Dynamics

Nicole Carter

Executive Director, Deputy Head of ESG Strategy

AQR Capital Management

11:20 - 11:40

Keynote Presentation: Renewable Energy in Africa: Fighting Climate Change AND Poverty – with Return on Investment

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Anders Hauch

Investment Director, Partner

Frontier Energy

11:40 - 12:00

Keynote Presentation: The Forestry Asset Class - Opportunities in a Rising Climate Mitigation Economy

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David Brand

CEO

New Forests

12:00 - 14:00

Networking Lunch

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14:00 - 14:20

Keynote Presentation: EIOPA and the Pensions and Insurance Industry

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Patrick Hoedjes

Head of Oversight

The European Insurance and Occupational Pensions Authority

14:20 - 15:00

Panel Discussion: Future Trends in Private Equity

- How has the pandemic effected private equity and portfolio companies?
- What does the upcoming environment look like in terms of valuations, deals, due diligence, fundraising and exits?
- How are technological developments, availability of data and AI effecting investment decisions within private equity?
- The role of private equity in corporate diversity, equity, and inclusion.

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Dr. Ingo Marten

Managing Partner

Stafford Capital Partners

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Jeroen van Lom

Chief Investment Officer

Aureus Group

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Christine Panier

Head of Lower Mid Market, Western Europe - Equity Investments

European Investment Fund (EIF)

15:00 - 15:30

Networking Break/One-To-One Meetings

15:30 - 16:30

Roundtable Discussions

16:30 - 17:00

Networking Break/One-To-One Meetings

17:00 - 17:40

Panel Discussion: Private Debt in an Institutional Portfolio

- What is driving growth in private debt right now?
- How is private debt emerging from the stress test of the pandemic?
- What attributes does private debt bring to a modern portfolio?
- What should institutional asset owners look for in a private debt manager?

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Sabrina Fox

Chief Executive Office

European Leveraged Finance Association (ELFA)

Tom Sumpster

Head of Private Markets - Debt

Phoenix Group

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Tony Bremness

Managing Director & Chief Investment Officer

Laureola Advisors

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Nicole Downer

Managing Partner & Head of Investor Relations

MV Credit

18:00

Networking Cocktail Reception & Dinner

AGENDA

Day 2: Friday March 11

08:00 - 09:00

Registration, Breakfast, Networking

09:00 - 09:10

Chairman Welcome Remarks

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Baldwin Berges

Development & Investment Strategist

09:10 - 09:30

Keynote Presentation: The Dutch Pension Deal - Making the Transition a Success

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Tjitsger Hulshoff

Quartermaster, The New Pension Deal

APG Asset Management

09:30 - 10:10

Panel Discussion: Infrastructure 4.0: The Digital Revolution

- What are the major demand drivers of digital infrastructure?
- Sector considerations. A look at fiber optic networks, data centers, satellites and more. Pro’s & cons of each from an investment perspective.
- Sustainability considerations of Infrastructure 4.0.

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Georgy Kuyumchev

Principal | TMT Strategy

Analysys Mason

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Beata Javorcik

Chief Economist

European Bank for Reconstruction and Development (EBRD)

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Jan Weismuller

Head of Infrastructure London, Co-Head of Digital Ainfrastructure

KfW IPEX Bank

10:10 - 10:30

Networking Break/One-To-One Meetings

10:30 - 11:30

Roundtable Discussions

11:30 - 12:00

Networking Break/One-To-One Meetings

12:00 - 12:40

Panel Discussion: ESG: Investing & Analysis

- ESG integration. What data is material to investment analysis?
- Evaluating external managers. Identifying “greenwashing”.
- Measuring ESG performance. Pros and cons of third-party ratings/awards, issuer/company reports, outsourced consultants, news & media etc.

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Kiran Aziz

Head of Responsible Investments

KLP

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Faith Ward

Chief Responsible Investment Officer

Brunel Pension Partnership

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Michael Marshall

Head of Sustainable Ownership

Railpen

12:40 - 13:00

Keynote Presentation: Etica Funds: 20 Years of Experience in Ethical Finance and Responsible Investments

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Gianluca Zappa

RM Institutional and International Business Development

Etica Funds

13:00 - 14:30

Networking Lunch

14:30 - 15:00

Case Study: Alecta & PGGM: Why Two Pension Investors Have Agreed to Co-invest in Credit Risk Sharing (CRS)

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Mascha Canio

Head of Credit & Insurance Linked Investments

PGGM

15:00 - 15:40

Panel Discussion: Impact Investing in Frontier & Emerging Markets

- Integrating impact investments in frontier & emerging markets into portfolios.
- What type of investment opportunities are available in terms of asset classes, thematic areas and geographies?
- How are asset managers addressing the concerns of institutional investors in frontier & emerging markets? A look at currency, liquidity and ticket sizes.
- The role of development finance institutions and multi-lateral development banks in providing investment opportunities with conditions suitable for institutional investors.

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Sandrine Henton

Managing Director

EG Capital

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Harald Walkate

Founder

Finding Ways Ahead

16:00 - 16:30

Networking Break/One-To-One Meetings

16:30 - 17:10

Panel Discussion: Private Real Estate - Value Creation, Portfolio Construction Outlook

- Does core income-focus profiles still make sense with the coming combative rate-hike regime in sight? How will you look at growth. How about valuation?
- Refresh, rethink and re-approach value-added and opportunistic strategies.
- Challenges in main-stream asset classes; robust and growing drivers of Alternative Real Estate.
- Portfolio diversification or extreme assets rotation (asset classes reallocation)?
- ESG: Value creator vs asset classes - overview.

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Grace Cheung

Founder & Chief Investment Officer

TGIM Assets

16:30 - 17:10

Panel Discussion: Cryptocurrency. Building the Foundation for Widespread Institutional Adoption.

- How has the regulatory framework for digital assets changed, and what does this mean for institutional asset owners?
- The importance of trusted custody solutions and ETF’s.
- Environmental considerations. Crypto ‘mining’ and the move from coal to renewable energy sources.
- What impact will digital assets and the emerging decentralised finance market have on the traditional financial services market?

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Omar S. Itum

Managing Director, International Business Development & Investor Relations

Arca

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Sophia Schluger

Director, UK

Amber Group

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Peter Habermacher

CEO, Co-Founder

Aaro Capital

17:10 - 17:30

Keynote presentation: Opening up the DLT and Cryptoasset Growth Story

17:30

Closing Cocktail Reception

 

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Telephone:  +44 208 144 1422

Email: info@connectgroup.global