Event Profile

CAIA Netherlands - Infrastructure Beyond The Benchmark: Navigating Real Assets in a Changing Macroeconomic Environment

Date(s):
March 12, 2026
Note:
All times listed are in local time
Venue:
Crowne Plaza Amsterdam - South
George Gershwinlaan 101
Amsterdam, ZH 1082MT 
Fee(s):
Free Event
Description:

CAIA Netherlands
Infrastructure Beyond The Benchmark: Navigating Real Assets in a Changing Macroeconomic Environment

Private infrastructure is no longer insulated from global macro forces. Energy transition policies, geopolitical fragmentation, and changing trade routes increasingly influence asset performance, contract enforceability, and long-term return expectations.

This event explores how institutional investors should think about private infrastructure in a world where geopolitics, energy security, and strategic relevance are increasingly driving cash flows.

The session will focus on:

  • How the energy transition affects infrastructure cash flows and contract structures
  • The implications of energy security for investability and government intervention
  • How shifting trade routes reshape transport and logistics infrastructure
  • The risks embedded in digital and other critical infrastructure

Drawing on real-world experience from large institutional portfolios and manager selection experts, the discussion will highlight where traditional assumptions are under pressure and what this means for allocation, governance, and implementation.

 

AGENDA
16:30 - Registrations

17:00 - Keynote presentation on Trends & Developments in Infrastructure
by Thomas van der Meij – Senior Director, Infrastructure at APG Asset Management

17:15 - Panel Discussion in collaboration with:

  • Alastair Yates – Managing Director at Macquarie AM
  • Harry van den Heuvel – Senior Portfolio Manager Infrastructure at Achmea IM
  • Jorrit Arissen – Co-Head, Alternative Manager Research at Van Lanschot Kempen IM
  • Marlies Prins - Partner Deals, Public Sector at KPMG Corporate Finance & Valuations

Moderator:
Oldrik Verloop - Managing Partner at Record Asset Management

18:00 - Q&A

18:15 - Networking and close

 

Important notes before the event:

  • This event is organized by dedicated CAIA members, who generously volunteer their personal time. Should you decide to register, we greatly appreciate your commitment to attending.
  • If you find that you are unable to attend, please inform us at least 48 hours before the event. Your timely cancellations enable us to offer your spot to someone on the waitlist and help minimize food and energy waste
  • Kindly note that registrations must be completed in advance, as walk-ins will not be permitted. Given the event's limited capacity, we encourage you to register as early as possible to secure your spot. If the attendance limit is expanded, we will promptly notify you.
  • Registering a guest is possible but complete guests details must be filled in.

Thank you for your understanding and cooperation.
If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations.
 

Find it on Map

Crowne Plaza Amsterdam - South
Jorrit Arissen
Job Title: Co-Head, Alternative Manager Research
Organization: Van Lanschot Kempen IM
Speaker Type: Panelist


Jorrit Arissen is the Co-Head of the Alternative Manager Research team at Van Lanschot Kempen Investment Management. The team focuses on providing solutions for clients in private assets, including real estate, infrastructure, natural capital, debt, and impact investments. Prior to this role, Jorrit served as the Co-Head of the Real Estate team at Van Lanschot Kempen Investment Management, a position he took on after joining the firm in 2015 as a Senior Portfolio Manager.
Jorrit's extensive experience includes working as a senior portfolio manager for Global Real Estate securities at prominent asset management firms such as APG and F&C Asset Management. Before joining Van Lanschot Kempen, he was with PGGM, a Dutch asset manager for pension funds, where he was ultimately responsible for listed Real Estate investments in the US and European regions.
In addition to his professional roles, Jorrit is an active member of the DUFAS Vastgoedtafel and participates in various initiatives that promote Impact Investments and ESG (Environmental, Social, and Governance) principles in alternative assets.
Jorrit holds a Master's degree in Economics from Tilburg University and a Master's degree in Real Estate Investment and Finance from Reading University in the UK.


Marlies Prins
Job Title: Partner Deals, Public Sector
Organization: KPMG Corporate Finance & Valuations
Speaker Type: Panelist


Marlies has been part of the KPMG Corporate Finance & Valuations department since January 2012. Before joining KPMG, she spent six years at the Ministry of Finance’s Directorate of Financing, where she developed experience in politically sensitive environments, public‑private partnerships, and complex investment projects. Since 2012, Marlies has been involved in numerous Corporate Finance engagements across the public sector and infrastructure domains. She focuses on investment-related questions for enterprises with a public mandate and advises various ministries and municipalities, as well as shareholders of public enterprises and enterprises with public shareholders. In addition, Marlies continuously advises the Dutch central government on matters related to the energy transition. She has extensive experience with financial and economic issues in complex and politically sensitive settings.


Harry van den Heuvel
Job Title: Senior Portfolio Manager Infrastructure
Organization: Achmea Investment Management
Speaker Type: Panelist


Harry van den Heuvel has been with Achmea since 2007 and has been responsible for the infrastructure investments of Achmea Investment Management’s pension and insurance clients since 2016. Prior to 2016, Van den Heuvel was responsible for the alternatives and real estate investments for the balance sheet of the insurance company. Previously, he worked in various positions at Van Lanschot Bankiers, van der Moolen, Alpha Options and Optiver. He holds degrees in Economics (MSc), Investment Analysis (RBA), Alternative Investments (CAIA) and Real Estate (MSRE).


Thomas van der Meij
Job Title: Senior Director, Infrastructure
Organization: APG Asset Management
Speaker Type: Keynote


Thomas van der Meij is a seasoned professional in European infrastructure investment and currently serves as a Senior Director on the Infrastructure team at APG in Amsterdam, a role he assumed in 2026. Prior to this, Thomas served as a Senior Portfolio Manager on the Infrastructure team at APG, a position he took on after joining the firm in 2023. Previously, he held a long‑term role at Kempen Capital Management (now Van Lanschot Kempen), where he joined in 2008 as a Research Analyst and accumulated over 15 years of experience in real assets and infrastructure investments.
Thomas holds a Master’s degree in Quantitative Finance from Vrije Universiteit and is a CFA Charterholder.


Oldrik Verloop
Job Title: Managing Partner
Organization: Record Asset Management
Speaker Type: Moderator


Managing Partner of Record Asset Management, part of London listed Record Plc, a specialist currency and asset manager with over USD 100 billion in assets across private markets, absolute return and alternative strategies for institutional investors worldwide. He has more than twenty years’ experience across asset management and energy. He spent seven years at Aquila Capital covering institutional markets in Europe, Asia, the Middle East and Canada, advising on infrastructure and real assets. Earlier roles include Wegelin & Co in Switzerland, Shell Gas & Power, and leading a commodity trading business in West Africa. From 2016 to autumn 2025 he served on the board of Småkraft, Europe’s largest small-scale hydropower operator. He holds degrees from Leiden University and the University of St. Gallen.


Alastair Yates
Job Title: Managing Director
Organization: Macquarie Asset Management, Inc.
Speaker Type: Panelist


Alastair is responsible for fundraising and investor relations for all of Macquarie Asset Management’s (MAM’s) current European-based infrastructure equity products. Since joining Macquarie in 2009, he has been involved in fundraising, investor relations, asset management, and acquisitions. Alastair has worked on Macquarie’s European infrastructure equity fundraisings, most recently with the Macquarie European Infrastructure Fund (MEIF) 7. He led the product launches of Macquarie Super Core Infrastructure Fund (MSCIF) in 2017, Macquarie GIG Renewable Energy Fund (MGREF) 2 in 2019, and Macquarie Global Infrastructure Fund (MGIF) in 2021. He has been involved in the fundraisings of MAM’s other funds, including its Asian and North American infrastructure equity funds and its agriculture funds, and he has experience in both asset management initiatives and acquisitions, having helped restructure National Car Parks and participated in the acquisition of Viesgo. Alastair holds a Master of Civil Engineering from Nottingham University.