Programma van Seminar 'Capital Introduction Private Markets: can you afford not to invest in Private Markets?', met aansluitend Walking Dinner

Seminar 'Capital Introduction Private Markets: can you afford not to invest in Private Markets?', met aansluitend Walking Dinner

Op maandag 22 september:
10:15 - 11:00 Koffie & Registratie
11:00 - 11:15 Welkom & Inleiding

Hans de Ruiter, CIO van Pensioenfonds TNO, Bestuurslid en Voorzitter van de Beleggingscommissie bij Pensioenfonds PMT en Pensioenfonds Achmea, en Senior Lecturer Finance aan Nyenrode Business Universiteit

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 Paneldiscussie over 'Risks, opportunities, do’s and don’ts in private debt portfolios', met:
  • 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 inclusief ‘Meet the Expert Sessies’
13:15 - 14:15 Breakout sessie 1 (1e ronde om 13.15 uur - 2e ronde om 13.45 uur

 
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 Koffiepauze inclusief ‘Meet the Expert Sessies’
14:35 - 15:35 Breakout sessie 2 (1e ronde om 14.35 uur - 2e ronde om 15.05 uur)

 
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: Presentatie 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 Koffiepauze inclusief ‘Meet the Expert Sessies’
15:55 - 16:55 Breakout sessie 3 (1e ronde om 15.55 uur - 2e ronde om 16.25 uur)

 
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 Pauze met 'drinks & snacks'
17:10 - 18:10 Case studies: 'How to implement private markets in your investment portfolio?'
  • 17.10 uur: Case study 1:
    Implementing Private Equity Impact Investing in your investment portfolio
    Erik Jan van Bergen, Managing Director, Coöperatie VGZ

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

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

  • 17.55 uur: 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', met:
  • 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

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