Arrival / Regis­tration

Lunch

Welcome — Devel­opment of YIELCO

YIELCO – Dr. Matthias Unser, Member of the Management Board

YIELCO’s perspective on the current situ­ation in Private Markets

YIELCO – Dr. Peter Laib, Chairman of the Super­visory Board

Market Overview Infra­structure

YIELCO – Uwe Fleis­chhauer, Member of the Management Board

Value-Add Invest­ments within the Infra­structure Space: Focus on Infra­structure Services and Util­ities

Jeff Jenkins // Founding Partner Bernhard Capital Partners

As infra­structure investing evolves, unlocking value deeper within the ecosystem has become para­mount. This session explores how investors can enhance returns through oper­a­tional excel­lence, digital inno­vation, and scalable platform strategies – across both regu­lated and unreg­u­lated segments, spanning essential util­ities and the broader services enabling critical infra­structure.

Value Add Investment Oppor­tu­nities in Sustainable Infra­structure in Europe

Terrence Tehranian // Founding Partner Pioneer Point Partners

How can investors capi­talize on sustain­ability-driven infra­structure trends while managing risk? This session delves into the tools and strategies that create long-term value, from lever­aging thematic investment approaches to iden­ti­fying sectors poised for struc­tural growth. Discover how to strike the right balance between impact and returns in Europe’s evolving infra­structure land­scape.

Coffee Break

Market Overview Private Equity

YIELCO – María Sanz García, Member of the Management Board

Fireside Chat: Nestlé Water North America Carve-Out – Blue Triton Brands

Scott Spielvogel // Co-Founder & Managing Partner One Rock Capital Partners

YIELCO — Manuel Deimel, Managing Director & Head of Co-Invest­ments

A $4B carveout. An under­sized fund. A trans­for­mation story. Join us for a behind-the-scenes look at how One Rock navi­gated the complex­ities of struc­turing, financing, and executing this high-profile acquisition—turning a collection of under-managed assets into a high-perfor­mance enter­prise, ulti­mately merged into a public company.

Unlocking Value from Complex Situ­a­tions

Axel Bonnassies and Cédric Lépée // Co-Founders & Managing Partners HIVEST Capital Partners

Navi­gating uncer­tainty requires a playbook that works in crises and beyond. Hivest Capital has built a repu­tation for unlocking value from complex situations—turning chal­lenges into strategic oppor­tu­nities. What prin­ciples guide their approach? How can investors apply these lessons in today’s volatile markets? Expect prac­tical insights from seasoned experts.

Break / Hotel Check-in

Cocktail — Königshof roof terrace

Dinner — GRETA OTO at the Königshof

Arrival / Regis­tration

Breakfast

Keynote — Turning Point: Trump’s Funda­mental Disruption of the U.S. Economy and Politics – New Framework for Invest­ments in the U.S. and Europe

Sandra Navidi // Founder & CEO Beyond­Global, Financial Expert

The political and economic land­scape in the U.S. is under­going a profound trans­for­mation, with ripple effects across global markets. How will Trump’s policies reshape the investment climate? What new oppor­tu­nities and risks arise for investors in the U.S. and Europe? This keynote will provide a deep dive into the shifting dynamics, offering insights into the future of trade, regu­lation, and economic strategy in a world defined by disruption.

Market Overview Private Debt

YIELCO – Konstantin Schuster / Alexander Grad — Investment Directors

Struc­tured Capital Financing for High-Growth Companies

Kerstin Dittmar // Founder, Chief Investment Officer & Managing Partner L2 Point

Growth comes at a cost—so what are the best capital solu­tions for companies looking to scale? This session explores the spectrum of struc­tured financing options, the key business attributes that shape the right approach, and how to structure credit-like risk using preferred capital instru­ments. Learn how to strike the right balance between downside protection and upside potential in a rapidly evolving land­scape.

Coffee Break

Podium Discussion: Protecting Value and Navi­gating Chal­lenges in Corporate & Asset-Backed Private Credit

Laurent Bouvier // Managing Partner Kartesia

Elad Shraga // Founding Partner & Chief Investment Officer Signal Capital Partners

Andrew Newton // Co-Founder & Chief Investment Officer Incus Capital

YIELCO – Börge Grauel, Partner

With shifting market dynamics, protecting value in private credit has never been more critical. Our panel will share key lessons learned in avoiding credit losses, best prac­tices for managing restruc­turings, and whether asset-backed invest­ments truly offer better downside protection. And for those looking ahead – gazing into the crystal ball, will private credit prove resilient in the next cycle? Join us as industry leaders debate what’s next.

Wrap-Up

YIELCO – Uwe Fleis­chhauer, Member of the Management Board

Lunch