After the successful previous editions, the BAI will once again host a full-day workshop on Sustainable Finance & ESG on Thursday, November 28, 2024, at the Audimax of the Frankfurt School, Frankfurt.
The regulatory framework for sustainable finance (reviews of the SFDR and the Delegated Regulation to the SFDR, ESMA guidelines on ESG-related fund names, further development of the taxonomy, sustainability reporting in accordance with the CSRD and the ESRS, supply chain laws in the EU and in Germany) are given as topics. Impact investing in and with illiquid asset classes will receive a lot of attention. In addition, there will be reports from practitioners and experience reports on implementation in specific asset classes – PAI statement in accordance with the SFDR, ESG (EET) reporting, solutions for ESG data in alternative investments, etc.
The perspective of the supervisory authority will be just as important as that of institutional investors; industry standards and best practices will be presented and discussed. All program items will focus on the special concerns of alternative asset classes such as Infrastructure, Private Equity, Private Debt, Real Estate and the challenges and opportunities of ESG regulation for private markets.
Agenda 2024
*Almost all speeches will be in German
9:00 – 9:10 am
Welcome and opening remarks
Michael Bommer, Senior Consultant Law & Policy, BAI e.V.
9:10 – 9:35 am
Impulse speech on the position paper Impact Investing & Alternative Investments
Eric Prüßner, Head of Research, Advanced Impact Research
9:35 – 10:00 am
Practical examples of impact investing & infrastructure
Anna Dißmann, ESG Manager, Aquila Capital
Arne Rittershaus, Senior ESG & Impact Analyst, NEXT Generation Invest AG
10:00 – 11:00 am
Panel: Impact Investing & Alternative Investments
Susanne Bregy, Geschäftsführerin, Bundesinitiative Impact Investing
Constantin Krause, CFA, Senior Manager, Wealth & Asset Management, EY
Heike Schmitz, Partner, Rechtsanwältin, Herbert Smith Freehills LLP
Dr. Fabian Söffge, Partner, Argos Wityu
Dr. Philipp Wagner, Executive Director, LGT Capital Partners
Moderation: Janna Brokmann, Head of Sustainability, Prime Capital
11:00 – 11:35 am
Coffee break
11:35 am – 12:00 pm
Private Market Investments – Returns and Resilience in Times of Climate Change
Dr. Lukas Adams, Leiter Vermögensmanagement, GLS Bank eG
Ralph Kretschmer, Gründer und geschäftsführender Gesellschafter, EBG Investment Solutions AG
12:00 – 12:25 pm
High-yield, “impactful” investments in emerging markets
Dr. Julian Frede, Mitgründer und Geschäftsführer, evolutiq Impact Advisory GmbH
Thomas Klein, Geschäftsführer, KfW DEG Impact
12:25 – 13:35 pm
Lunch
13:35 – 14:05 pm
Keynote: Regulatory update on Sustainable Finance
Susanne Schenker, Policy Officer Sustainable Finance, Directorate General Financial Stability, Financial Services and Capital Markets Union bei der EU-Kommission
14:05 – 14:30 pm
CSRD & ESG operations in Real Assets & Private Markets – time to act now
Michael Horvath, Partner, Regulatorische Beratung, PwC Luxembourg
Sebastian Kreutel, Partner, Head of Real Asset Financial Services Consulting, PwC Deutschland
14:30 – 14:45 pm
Impulse speech on ESG regulation and ESG reporting 2024
Jegor Tokarevich, Geschäftsführer, SOF
14:45 – 15:30 pm
Investor panel: ESG regulation and ESG reporting 2024
Robert Bluhm, Head of Sustainability, Universal Investment Group
Anja Großhenning, Senior ESG Managerin, Gothaer Asset Management AG
Wolf Heselich, Director, Head of Reporting, Golding Capital Partners
Moderation: Jegor Tokarevich, Geschäftsführer, SOF
15:30 – 16:05 pm
Coffee break
16:05 – 16:30 pm
Minimum protection, good corporate governance and supply chains – what does this mean for alternative investment managers and how can the requirements be implemented in practice?
Heike Schmitz, Partner, Rechtsanwältin, Herbert Smith Freehills LLP
Severin Buchwald, Senior Expert Sustainable Finance, MEAG
16:30 – 16:55 pm
Sustainability-related disclosure obligations – reflections and classifications from an auditor’s perspective
Elmar Schobel, Member of the IDW committee Investment
16:55 – 17:20 pm
How is the SFDR changing the (game) rules of manager and fund selection: a blessing or a curse for institutional investors?
Barbara Treusch, Director, Palladio Partners
Toni Quittschalle, Managing Director, Palladio Partners
17:20 – 17:25 pm
Closing remarks
Ab 17:25 pm
