[Meetings of the Limited Partners Advisory Committee Private Debt ] — LPAC members only

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 – Börge Grauel, Partner

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 — Dr Matthias Unser, Member of the Management Board

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

[Meetings of the Limited Partners Advisory Committee Private Equity] — LPAC members only

[Meetings of the Limited Partners Advisory Committee Infra­structure] — LPAC members only