Schedule of Seminar 'Capital Introduction Private Markets' with Walking Dinner

Seminar 'Capital Introduction Private Markets' with Walking Dinner

On Monday 21 September:
10:15 - 11:00 Registration and reception with coffee
11:00 - 11:10 Welcome & Introduction

Marieke van Kamp, Head of Private Markets at NN Group

11:10 - 11:40 Private Equity After the Easy-Money Era: Separating Manager Skill from Market Beta

Name expert to be revealed at a later stage

11:40 - 12:10 From Valuation to Portfolio Decisions: Benchmarking, Risk and Manager Selection in Private Markets

Evan Clark, Senior Private Market Analyst, EDHEC Infra & Private Assets Research Institute

12:10 - 12:40 Panel discussion on Private Debt portfolios, with:
  • Rayane Cheniouni, Director - Manager Research Solutions - Private Debt, Van Lanschot Kempen Investment Management
  • Koen Ronda, Head of Private Markets Investments, IBS Capital Allies
  • Cyrus Korat, Founding Partner, DRC, Savills Investment Management
12:40 - 13:15 Lunch
13:15 - 14:15 Breakout session 1 (1st round at 1.15 pm - 2nd round at 1.45 pm)

 
A: Impact Investing with Private Debt, in the Netherlands as well
Deanne Arends, Portfolio Manager Impact Investments, & Mark Leeijen, Senior Fiduciary Advisor, Achmea Investment Management

B: Bank-originated assets
Paul Henriot, Managing Director, Capital Solutions Group, HSBC Asset Management

C: Latest trends in European private credit, identifying relative value across the spectrum
Raman Rajagopal, Senior Client Portfolio Manager, Invesco Private Credit

D: Presentation M&G Investments
Expert M&G Investments

  

14:15 - 14:30 Coffee break
14:30 - 15:30 Breakout session 2 (1st round at 2.30 pm - 2nd round at 3.00 pm)

 
E: Real Assets
Abigail Dean, Global Head of Strategic Insights, Nuveen Real Assets

F: Presentation Pictet Asset Management
Andreas Klein, Head of Private Debt, Pictet Asset Management

G: Presentation Pemberton Asset Management
Boris Harmsen, Managing Director, Head of Origination Europe, Pemberton Asset Management, & Niamh Whooley, Managing Director and Head of Responsible Investing, Pemberton Asset Management

H: Affordable housing
Marsha Sinninghe, Senior Fund Manager Real Estate, a.s.r. real assets

  

15:30 - 15:45 Coffee break
15:45 - 16:45 Breakout session 3 (1st round at 3.45 pm - 2nd round at 4.15 pm)

 
I: Presentation PIMCO
Expert PIMCO

J: Presentation Mercer-Cardano
Expert Mercer-Cardano

K: Presentation Goldman Sachs Asset Management
Expert Goldman Sachs Asset Management

L: Private Credit
David Brooks, Co-Head Capital Solutions, Arcmont Asset Management

  

16:45 - 17:00 Coffee Break
17:00 - 17:15 Meet the Expert session
17:15 - 18:15 Case studies on how to implement private markets in your investment portfolio

5.15 pm: Case study 1: Implementing Private Markets in your investment portfolio
Name expert to be revealed at a later stage

5.30 pm: Case study 2: Implementing Private Equity in your investment portfolio
Name expert to be revealed at a later stage

5.45 pm: Case study 3: Implementing Sustainable Private Equity in your investment portfolio
Norbert Lagerweij, Sustainability Manager Private Equity, PGGM Investments

6.00 pm: Case study 4: Implementing Infrastructure in your investment portfolio
Luc Toren, Senior Fund Manager, Wealth Management Partners

18:15 - 18:45 Q&A Implementing Private Markets in your investment portfolio

with:

  • Norbert Lagerweij, Sustainability Manager Private Equity, PGGM Investments
  • Luc Toren, Senior Fund Manager, Wealth Management Partners
18:45 - 20:15 End of seminar, start of Walking Dinner