Schedule of Seminar 'Capital Introduction Private Markets: can you afford not to invest in Private Markets?, followed by a walking Dinner

Seminar 'Capital Introduction Private Markets: can you afford not to invest in Private Markets?, followed by a walking Dinner

On Monday 22 September:
10:15 - 11:00 Registration and reception with coffee
11:00 - 11:15 Welcome & Introduction

Hans de Ruiter, CIO at Pension fund TNO, Boardmember and Chair of the Investment Committee at Pension fund PMT and Pension fund Achmea, and Senior Lecturer Finance at Nyenrode Business University.

11:15 - 11:45 An academic perspective on the risk-return characteristics of private debt

Pascal Böni, PhD, Professor of Practice in Finance & Private Markets, Tilburg Schol of Economics and Management

11:45 - 12:15 A practical perspective on the risk-return characteristics of private debt

Mark Sheahan, Senior Alternatives Investment Director, Mercer Global Investments Europe

12:15 - 12:45 Panel discussion on 'Risks, opportunities, do’s and don’ts in private debt portfolios', with:
  • Menno van den Elsaker, Head of Alternative Credits & Mortgages, APG Asset Management
  • Alex Neve, Independent Investment Consultant
  • Markus Schaen, Senior Investment Manager, BrandNewDay
  • Niranjan Sirdeshpande, Global Head of Investments, Catalyst Growth Equity, M&G Investments
  • Luc Toren, Senior Fund Manager, Wealth Management Partners
12:45 - 13:15 Lunch including ‘Meet the Expert Sessions’
13:15 - 14:15 Breakout session 1 (1st round at 1.15 pm - 2nd round at 1.45 pm

 
A: Navigating Private Assets: Strategies for Diversification, Resilience and Sustainability
George Nijborg, Head of EU Private Placements & Insured Strategies, Aegon Asset Management

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B: Evolution of private credit: the rise of Asset-backed Finance
Elliot Mcilrath, Senior Vice President, Product Strategist, Pimco

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C: Exploring the different risk/return flavours of Direct Lending
Robin Challis, Partner, Portfolio Manager Strategic Credit, Pemberton Asset Management  

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D: Unlocking Sustainable Value: The Role of Infrastructure Small-Caps in Energy Transition
Maciej Tarasiuk, Head of Investments, Economic Infrastructure, Aberdeen Investments

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14:15 - 14:35 Coffee break including ‘Meet the Expert Sessions’
14:35 - 15:35 Breakout session 2 (1st round at 2.35 pm - 2nd round at 3.05 pm)

 
E: Redefining Real Assets: Megatrends and Their Impact on Social and Environmental Investment Strategies
Abigail Dean, Global Head of Strategic Insights, Nuveen Real Assets

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F: Presentation Savills Investment Management
Michael Neal, Global Chief Investment Officer, Savills Investment Management 

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G: Multiple Engines One Portfolio: Why the Best Defence is a Diversified Offence in Private Credit
Scott McClurg, Head of Private Credit, HSBC Asset Management

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H:  The Case for Impact: diversification, returns, and the power of collaboration
Ralph Engelchor, Impact Portfolio Manager, Achmea Investment Management

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15:35 - 15:55 Coffee break including ‘Meet the Expert Sessions’
15:55 - 16:55 Breakout session 3 (1st round at 3.55 pm - 2nd round at 4.25 pm)

 
I: Investing in Aerospace & Defence: “A sector at the heart of a global megatrend…”

Cyril MoulinCo-Head Aerospace & Defence, Private Equity team, Tikehau Capital

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J: What are the opportunities investing in Private Equity Co-Investments in the lower mid-market?
Cameron Payne, Principal - Co Head of European Investment, Private Equity, Federated Hermes Limited

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K: Sustainability and Impact within Infrastructure debt : an uninterrupted journey
Frédéric Brindeau, Head of Asset Management and Sustainability, Schroders Capital

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L: Private markets, public impact: impact investing in asset allocation and the role of private markets
Marsha Sinninghe, Fund Manager Dutch Core Residential, a.s.r. real estate

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16:55 - 17:10 Break with drinks & snacks
17:10 - 18:10 Case studies: 'How to implement private markets in your investment portfolio?'
  • 5.10 pm: Case study 1:
    Implementing Private Equity Impact Investing in your investment portfolio
    Erik Jan van Bergen, Managing Director, Coöperatie VGZ

  • 5.25 pm: Case study 2:
    Implementing Private Equity in your investment portfolio
    Koen Ronda, Head of Private Market Investments, IBS Capital Allies

  • 5.40 pm: Case study 3:
    Implementing Infrastructure in your investment portfolio
    Marieke van Kamp, Head of Private Markets, NN Group

  • 5.55 pm: Case study 4:
    Implementing Private Markets in your investment portfolio
    Erik Leseman, Independent Investment Consultant
18:10 - 18:40 Q&A 'Implementing private markets in your investment portfolio', with:
  • Erik Jan van Bergen, Managing Director, Coöperatie VGZ
  • Marieke van Kamp, Head of Private Markets, NN Group
  • Erik Leseman, Independent Investment Consultant
  • Koen Ronda, Head of Private Market Investments, IBS Capital Allies
  • Jorg Sallaerts, Head of Benelux, Arcmont Asset Management
18:40 - 20:15 Walking Dinner

In cooperation with: