Coffee Break

Lunch Break on Level 4

Coffee Break

Summary of the First Day of the Event

Keynote II: Germany as a business location – stagnation or change for the better?

Panel: Private debt: between opportunity and challenge – how to deal with default risks and market opportunities in the current interest rate environment

Panel: Current developments in private equity: lower valuations – a good time to enter and focus on operational improvements?

Keynote: The New Geoeconomics, Trade Conflicts, and Consequences for Germany/Europe

Opening Remarks

18:00 - 00:30: Get-together at Westhafen Pier with buffet and drinks, ground floor

Panel: Practical implementation of ESG and impact strategies for alternative investments – illiquid asset classes (ENG)

BOS III: Constructing a Resilient Infrastructure Portfolio - A Technical Approach.

Member slot: Perpetual Structures - The power of Evergreen Structures/perpetual Investing (GER)

Member slot: De-risked climate impact investing

Member Slot: Opportunities and Potential of Infrastructure Investments in Mobile Transport Assets

Panel: Digital Infrastructure – How to Benefit from the Megatrend of Digitalization? (ENG)

BOS II: Legal, Tax and Regulatory Update (GER)

BOS I: Speech on Legal Issues

BOS III: Impact beyond sustainable management: Creating additional value and impact in sustainable forestry investments

Member slot: Investments in Land and Soil: Agriculture and Forestry

Member slot: Benefit from dispersion and asymmetry in Emerging Market Debt through long and short positioning

Member slot: Rising Demand for Co-Investments and Secondaries (GER)

BOS II: Live CEO Dialogue: The Future of Energy Infrastructure – Molecules, Electrons & Hydrogen (ENG)

BOS I: Energy transition as a driver of growth in geopolitical change (GER)

BOS III: Private Debt: Interaction of substance and structure. (GER)

Member slot: Asset-based Financing in Private Credit

Member Slot: NAV Lending as a PD Allocation from an Investor's Perspective (GER)

BOS II: The investment case of SRT as part of the Private Debt allocation (GER)

BOS I: New US Government: A Game Changer for Private Debt Markets?

BOS III: Emerging Managers – The "Stars of Tomorrow" as the "Return Gems" of Today

BOS II: Trapped in Their Own Portfolio? The Challenges of the Private Equity Industry in 2025 (GER)

BOS I: Investment Opportunities and Challenges in Asian Private Equity and Venture Capital