2024 AIF UK and European Investors' Forum
November 18–19 | London
On behalf of AIF Global, we hope you will join us for the 2024 AIF UK and European Investors’ Forum to be held November 18–19 in London.
The forum will start with a special opening reception on Monday, November 18, organized in partnership with the City of London at Guildhall. It will be followed by the full-day investment program on Tuesday, November 19, at the Sheraton Grand London Park Lane Hotel in the Mayfair district of London.
Agenda at a Glance
Monday, November 18
Guildhall London - Crypts Vault
5:00–7:00 p.m.
Opening Reception in conjunction with the City of London
Tuesday, November 19
Sheraton Grand London Park Lane
8:00–8:30 a.m.
Registration for Women Investors' Breakfast Discussion
8:30–10:00 a.m.
Women Investors' Breakfast Discussion: Celebrating 10 Years of Women Investors' Programming (open to registered women only)
Introduction by:
- Melissa Waller, President, AIF Global and the AIF Institute
- Valerie Benard, Partner, Aksia Europe Limited
Moderator:
- Vivienne Artz, CEO, FTSE Women Leaders Review
- Marisa Drew, Chief Sustainability Officer, Standard Chartered Bank
- Beatrice Hollond, Chairman, F&C Investment Trust PLC, Chair, Trustee Board, Esmée Fairbairn Foundation
9:30–10:00 a.m.
General registration for the UK and European Investors' Forum
10:00–10:45 a.m.
Portfolio Construction: The Use of AI in The Portfolio
- Elena Manola-Bonthond, CIO, CERN Pension and AIF Investor Board Co-Chair
- Sorina Zahan, CEO and Founder, Aiperion
11:00 a.m.–11:45 a.m.
Private Credit Roundtable: Opportunistic, Structured, and Specialized Strategies
Session Co-Leaders:
- Veronica Bateman, Managing Director, Aksia
- You-Ha Hyun, Principal, Perpetual Investors GmbH
Session Participants:
- Dean Atkins, Managing Director, Head of Europe, 400 Capital Management
- Ruediger Blank, Partner, Park Square Capital
- Boyd Fellows, Managing Partner, ACORE Capital
12:00–1:00 p.m.
Lunch
1:00–1:45 p.m.
Private Credit Roundtable: Direct Lending
Session Leader:
- Tamsin Coleman Principal – Senior Private Debt Specialist, Mercer
Session Participants:
- Keith Carter, Senior Managing Director, Man Varagon
- Shane Lanigan, Portfolio Manager, Beach Point Capital Management
- David Linehan, Investment Director, GP Investments, Legal & General
2:00–2:45 p.m.
Private Equity Roundtable
Session Leader:
- Nicolas Schellenberg, Managing Director, Cambridge Associates
Session Participants:
- Maria Borges, Senior Vice President, Providence Equity
- Eric Deram, Founder and CEO, Flexstone Partners
- Chinedu Mofunanya, Deputy Head, Externally Managed Investments, Nigeria Sovereign Wealth Authority
- Antoine Pupin, Director, BPI Finance
3:00–4:00 p.m.
Progress and Challenges in Energy Transition and Infrastructure
Introduction by:
- Imogen Rose-Smith, Research Director, AIF Global and the AIF Institute
Moderator:
- Mark Campanale, Founder and Director, Carbon Tracker Initiative
Panelists:
- Lorenzo Marchioni, European Real Assets Investment Research, Aksia Europe
- Russell Metcalfe, Senior Director, Diversified Alternative Equity, Barings
- Nathalia Millan, Head of ESG for Private Equity, Tikehau Capital
- Tom Roterham-Winqvist, Founder, Featherlight
4:15–5:15 p.m.
Real Assets Roundtable
Session Leader:
- Andrew Sawyer, Fellow, AIF Institute
Session Participants:
- Britta Drexler, Principal, Apollo Global Management
- Elena Manola-Bonthond, CIO, CERN Pension
- Rocio Oriol, Senior Director, CBRE Investment Management
- Ivo de Wit, Managing Director, Goldman Sachs Asset Management
- Kirill Zavodov, Head of European Private Real Estate, PIMCO
5:15–6:30 p.m.
Closing Reception
2024 AIF UK and European Investors' Forum Participant List
Investor, Consultant and Finance Academic Participants
AIMCo
Aly Rahemtulla, Portfolio Manager
Aksia
Veronica Bateman, Senior Vice President, Private Credit Strategist
Valerie Benard, Partner
Lorenzo Marchioni, European Real Assets Investment Research
Australian Super
Tom Rogers, Senior Director, Macro Research, Europe
Border to Coast Pensions Partnership Limited
Vicky Hall, Assistant Portfolio Manager
BPI France
Nicolas Jacquemin, Managing Director
Antoine Pupin, Director
Brunel Pension Partnership
Tom Cottrell, Portfolio Manager
Cambridge Associates
Nicolas Schellenberg, Managing Director
Cambridge University Endowment Fund
Sarah Fromson, Chair of Investment Advisory Board
CERN Pension
Elena Bonthond-Manola, CIO
DBJ (Development Bank of Japan) Europe Limited
Naoki Shinada, CEO
Emirates Investment Authority
Paul Oliver, Head of Fixed Income and Treasury
Esmée Fairbannk Foundation
Beatrice Hollond, Chair, Trustee Board
Hanwha Life Insurance
Jongha Jeon, Investment Strategist
Hyundai Marine & Fire Insurance
Youngmin Lee, Office Representative
Irish Life Investment Managers
Shane Murphy, Head of Manager Selection & Derivatives
JIMCO
William Favrot, Associate Director
Korea Investment Corporation (KIC)
Gun Ung Lee, President of UK Branch
Legal & General
David Linehan, Investment Director, GP Investments
Mercer
Tamsin Coleman, Principal, Senior Private Debt Specialist
Zeenat Patel, Alternatives Investment Director
Nest Corporation
Rachel Farrell, Director of Public and Private Markets
Nigeria Sovereign Investment Authority
Chinedu Mofunanya, Deputy Head, Externally Managed Investments
Nippon Life Global Investors Europe Plc
Yu Kosaka, Managing Director & CEO
Perpetual Investors GmBH
You-Ha Hyun, Principal
Railpen Limited
Joyce Zhou, Investment Analyst
Russell Wood
Imtayaz Ahmed, Deputy CIO
SBI Shinsei International Limited
Takahiro Yamaoku, CEO
Standard Charter
Marissa Drew, Chief Sustainability Officer
StepStone Group
Michael Elio, Partner
WTW
Louise Smith, Global Digital Leader
