Schedule of Seminar 'Sustainable Transformations and the Energy Transition: Opportunities and Risks in Real Assets'

Luc Joosten, Managing Director, a.s.r. real assets investment partners

Matthew Engels, Senior Portfolio Manager, a.s.r. real assets investment partners

The energy transition is fundamentally reshaping real assets markets. Structural shifts are altering demand dynamics, valuation frameworks, and risk profiles across real assets. How can the energy transition be incorporated into a thematic approach to real assets portfolio construction?

Joost Bergsma, Global Head of Energy, Senior Managing Director, Nuveen 

The energy transition continues to need large amounts of private capital. New power generation capacity will be needed but creating value will shift more to combining different technologies such as onshore wind, batteries and solar PV in order to deliver flexible power that meets the need of more demanding large scale users. But just adding raw clean power will not be enough. the energy transition now also investment to debottleneck the high, medium and low voltage grids. And certain large users are looking at more direct clean energy solutions through private wires. And also biogas is undergoing a revival to decarbonise hard to abate sectors.

Olle Overbosch, Portfolio Manager Real Estate Funds, Achmea Investment Management & Stefan Sielias, Portfolio Manager Real Estate Funds, Achmea Investment Management

Stefan Sielias and Olle Overbosch will guide you through Achmea IM’s methodology, in which they translate clients’ ESG policies into appropriate policies for their real estate portfolios. In doing so, they will address various challenges, as well as the impact of the portfolio composition, including its geographical allocation. Using the CRREM tool, they will demonstrate how insight into CO₂ pathways and risks helps to steer future-proof sustainability policies. In addition, they will present a practical example of how understanding current building standards in the Netherlands and the United States provides guidance for suitable policies, both now and in the future. Portfolio diversification also appears to require diversification in policy.

• Stan Bertram, Director Sustainability Private Real Estate, PGGM
• Norbert Bol, Founder, Building Values, Partner External Manager Selection, R/A Wealth Advisors 
• Iris Kampers, Director, Head of ESG and Sustainability, Savills Nederland

Sonja de Ruiter, Head of Fund Management, Triodos Investment Management

The European transition towards lower emissions and greater autonomy is characterised by long waiting times for grid connections and fluctuating power supply due to an ageing electricity grid. These challenges present investment opportunities: through financing decentralised energy networks for clean energy and circular value chains, Triodos IM aims to deliver an integrated approach to energy generation, storage and consumption. Bridging the gap between available capital and innovative projects is crucial to the energy transition: Triodos IM provides innovative financing models alongside deep, practice-oriented sector expertise.

Prof. dr. Ronald Huisman, Professor of Sustainable Energy Finance, Erasmus School of Economics

• Peter van Apeldoorn, Oprichter, Transformergy 
• Prof. Dr Ronald Huisman, Professor of Sustainable Energy Finance, Erasmus School of Economics 
• Lefteris Strakosias, Investment Director, Energy Transition, Gresham House