Image by Joel Filipe

Powered by

connect group white_edited.png
changes in existing logo 2-01.png

10-11 April 2023
The Grove, Hertfordshire, England




Day 1: Thursday March 10

08:00 - 08:50

Registration, Breakfast, Networking

08:50 - 09:00

Chairman Welcome Remarks


Baldwin Berges

Development & Investment Strategist

09:00 - 09:40

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

Jacco low resolution-13.jpg

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.


Guy Verberne

Chief Economist

PGGM Investments


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.


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?

Lars Erik Mangset - Photo.png

Lars Erik Mangset

Head of Sustainable Finance

Grieg Investor


Narina Mnatsakanian

Executive Director Sustainable and

Impact Investing

Van Lanschot Kempen

Martine 1708.jpg

Martine Rommen

Senior Climate Change Advisor


CD_Coles_Barney_0273_Crop_Low Res.jpg
AQR_Nicole Carter.jpg

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

AHH No Tie (3).jpg

Anders Hauch

Investment Director, Partner

Frontier Energy

11:40 - 12:00

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

David Brand.jpg

David Brand


New Forests

12:00 - 14:00

Networking Lunch


14:00 - 14:20

Keynote Presentation: EIOPA and the Pensions and Insurance Industry


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.

181022 Ingo Marten.jpg

Dr. Ingo Marten

Managing Partner

Stafford Capital Partners


Jeroen van Lom

Chief Investment Officer

Aureus Group

Christine Panier P2.jpg

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?


Sabrina Fox-CEO headshot.jpg
Tom Sumpster.jpg

Sabrina Fox

Chief Executive Office

European Leveraged Finance Association (ELFA)

Tom Sumpster

Head of Private Markets - Debt

Phoenix Group

Bremness-105 copy.jpg

Tony Bremness

Managing Director & Chief Investment Officer

Laureola Advisors


Nicole Downer

Managing Partner & Head of Investor Relations

MV Credit


Networking Cocktail Reception & Dinner


Day 2: Friday March 11

08:00 - 09:00

Registration, Breakfast, Networking

09:00 - 09:10

Chairman Welcome Remarks


Baldwin Berges

Development & Investment Strategist

09:10 - 09:30

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

Tjitsger .jpg

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.


Georgy Kuyumchev

Principal | TMT Strategy

Analysys Mason

beata - 11b.jpg

Beata Javorcik

Chief Economist

European Bank for Reconstruction and Development (EBRD)

Jan Weismuller - _IPEX_LoRes_082_154982.jpg

Jan Weismuller

Head of Infrastructure London, Co-Head of Digital Ainfrastructure


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.

Kiran Aziz Headshot_1_FN.jpg

Kiran Aziz

Head of Responsible Investments



Faith Ward

Chief Responsible Investment Officer

Brunel Pension Partnership

Michael Marshall.jpeg

Michael Marshall

Head of Sustainable Ownership


12:40 - 13:00

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

Gianluca Zappa.jpg

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)


Mascha Canio

Head of Credit & Insurance Linked Investments


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.


Sandrine Henton

Managing Director

EG Capital

Harald Walkate FullSize (4).jpg

Harald Walkate


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.

GC Photo Clear_No Background.png

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?


Omar S. Itum

Managing Director, International Business Development & Investor Relations


Sophia Shluger.jpg

Sophia Schluger

Director, UK

Amber Group

060319-5.134 LinkedIn.jpg

Peter Habermacher

CEO, Co-Founder

Aaro Capital

17:10 - 17:30

Keynote presentation: Opening up the DLT and Cryptoasset Growth Story


Closing Cocktail Reception


Powered by

connect group 11.png

Connect Partners Limited


Telephone:  +44 208 144 1422