[Sitzung der Inves­to­ren­beiräte Private Debt] – nur für Beirats­mit­glieder

Ankunft / Regis­trierung

Mittag­essen

Begrüßung – Entwicklung von YIELCO

YIELCO – Dr. Matthias Unser, Vorstand

YIELCOs Perspektive auf die aktuelle Situation der Privat­märkte

YIELCO – Dr. Peter Laib, Vorsit­zender des Aufsichtsrats

Markt­über­blick Infra­struktur

YIELCO – Uwe Fleisch­hauer, Vorstand

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

Jeff Jenkins // Grün­dungs­partner 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 // Grün­dungs­partner 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.

Kaffee­pause

Markt­über­blick Private Equity

YIELCO – María Sanz García, Vorstand

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

Scott Spiel­vogel // Co-Gründer & 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 und Cédric Lépée // Co-Gründer & Managing Partner 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.

Pause / Hotel Check-in

Cocktail – Königshof Dach­ter­rasse

Dinner – GRETA OTO im Königshof

Ankunft / Regis­trierung

Früh­stück

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 // Grün­derin & CEO Beyond­Global, Finanz­ex­pertin für n‑tv

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.

Markt­über­blick Private Debt

YIELCO – Börge Grauel, Partner

Struc­tured Capital Financing for High-Growth Companies

Kerstin Dittmar // Grün­derin, 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.

Kaffee­pause

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, Vorstand

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, Vorstand

Mittag­essen

[Sitzung der Inves­to­ren­beiräte Private Equity] – nur für Beirats­mit­glieder

[Sitzung der Inves­to­ren­beiräte Infra­struktur] – nur für Beirats­mit­glieder