Join the CAIA Zurich Chapter and CFA Society Switzerland for an educational event on
Infrastructure Investing in a Changing Environment
Thursday, March 16th, 2023
from 18:00 - 20:00 CET
at HWZ (Lagerstrasse)
Infrastructure has become an important alternative asset class, especially for institutional investors, but increasingly also for wealthy individuals. Beside regulatory changes for pension funds, increasing allocations to infrastructure are driven by real asset, high cash flow and inflation protection characteristics. In this educational event co-hosted by CAIA Zurich Chapter and CFA Society Switzerland, our high-profile expert panel will discuss investment approaches, manager and single asset due diligence, investment structures for a variety of investors, the portfolio context for this asset class as well as the investment outlook including the impact of tightening monetary policy.
Agenda
18:00 - Registration and Welcome
18:15 - Panel Discussion about Infrastructure Investing in a Changing Environment with:
Jan-Ulrich Salchow, CFA - Senior Investment Consultant, ECOFIN Investment Consulting, Co-chair of Swiss Pensions Conference 2023 Zurich
Joaquín Camacho Calderón - Founding Partner and CEO at Serena
Dr. Barbara Weber - Founding Partner at B Capital Partners
Oliver Grimm, PhD, CFA - Head of Mandates at Pensionskasse Stadt Zürich
Moderator:
Oliver Müller, CFA, CAIA – CAIA Zurich Chapter Executive and Board member at CFA Switzerland
19:00 - Q&A followed by networking cocktail
This event is organized in coordination with:
Speakers:
Joaquín Camacho Calderón, Founding Partner and CEO at Serena
Joaquin is the CEO and Founding Partner at Serena. He has an 18 year successful track record in investment, corporate finance, asset, project and fund management within the infrastructure sector. Previously, Joaquin was Finance Director and Chief Controlling Officer at Sacyr Group in Madrid where he successfully led and executed the strategic financial turnaround and key growth business initiatives for the group.
He was Investment Director for the infrastructure fund Circuitus Capital (London). Prior to that, at Sacyr, he also served as Director for Concessions & Construction in Italy and Project Manager in Ireland. Formerly, he worked at Ferrovial. Joaquin is Master Civil Engineering (MEng) (Hons) & MSc Energy and Hydraulic (Universidad Politecnica de Madrid) and holds a Master in Business Administration (MBA) from IMD (Switzerland).
Jan-Ulrich Salchow, CFA, Senior Investment Consultant, ECOFIN Investment Consulting, Co-chair of Swiss Pensions Conference 2023 Zurich
Jan-Ulrich Salchow, CFA joined ECOFIN Investment Consulting AG in 2016 and is responsible for the selection and monitoring of asset managers, in particular for alternative investments (hedge funds, portfolio hedging, ILS and private markets) as well as real estate and mortgages. His responsibilities also include the conceptual side and investment guidelines of the implementation as well as numerous other special topics. Prior to joining ECOFIN, Jan spent more than 10 years at UBS in Zurich and Hamburg in Wealth Management as an Investment Advisor and UBS Asset Management as a Hedge Fund Analyst. Later, he worked for the Max Planck Foundation in Munich as an investment manager responsible for hedge funds and equity strategies.
Jan holds a degree in architecture and urban planning from the University of Hamburg and has earned degrees as a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA). At the Swiss Society of the CFA Institute, Jan has been involved in the organizing committee of the CFA Swiss Pensions Conference since 2017and took over as co-chair in 2020.
Dr. Barbara Weber, Founding Partner at B Capital Partners
Barbara has over 25 years of sustainable infrastructure investment, private equity as well as project finance experience gained during her time at Dresdner Kleinwort Benson, PolyTechnos Venture, as well as with B Capital Partners (since 2003). Beforehand, she worked for the Private Sector Development Group of the World Bank.
Barbara is a Member of the Board at B Capital Partners AG as well as at Bekkog Strom AS (hydro power in Norway). She is also on the Investment Committees of both the Impact Fund and the Real Assets Fund of Palisade (Australia). Furthermore, Barbara is a Member of the Asset Selection Committee of RealPort, a regulated alternative investment brokerage platform (Germany). From 2017 to July 2021, she served as Non-Executive Director of the London Pension Fund Authorities (LPFA). Further, Barbara was key in setting up the infrastructure investment platform for Swiss pension funds (IST3) and its Investment Committee, of which she also took part in for several years. She is a prolific author and has written four books on infrastructure investments, the latest one being "Infrastructure as an Asset Class- Second Edition" (2016). Barbara wrote her Ph.D. in Economics at Harvard University and University of St. Gallen. She holds an MSc in Business & Operations Research from Warwick University and a post-graduate degree in International Relations from Mannheim University.
Oliver Grimm, PhD, CFA, Head of Mandates at Pensionskasse Stadt Zürich
Oliver Grimm, PhD, CFA is Head of the Mandates Team (Investments) at the Pension Fund in the City of Zurich since 2018. He joined the investment department in 2010. Before this, he was PostDoc at ETH Zurich focusing on macroeconomics, monetary policy, and political economy.
Oliver has a PhD in economics from University of Heidelberg. He is co-chairing the CFA Pension Conference Team (Zurich), is a member of the CFA Pension Committee of the CFA Society Switzerland and is a CFA Charterholder.
Moderator:
Oliver Müller, CFA, CAIA – CAIA Zurich Chapter Executive and Board member at CFA Switzerland
Olivier has more than 18 years of financial services industry experience as well as broad leadership experience. He holds a Master of Science in Business and Economics, has been a CFA Charterholder since 2006, is a CAIA Charterholder as well as a FRM Charterholder. Oli has been with Credit Suisse since 2002, occupying many roles, including portfolio management, trading research, equity and credit research, investment strategy and most recently, he was Head of Investment Delivery, working on advisory and discretionary solutions as well as investment communication. He has been a volunteer since 2009 with CFA Society Switzerland and CFA Institute, working with two colleagues on the CFA Institute Research Challenge and University Relations, as well as on smaller assignments. He is a Swiss citizen, lives in the city of Zürich, speaks German and French (both native), as well as English.
Please register early for this event as space is limited.
!Important notes before the event!Registration for this event must be done in advance and walk-ins will not be permitted.
If you have questions or concerns regarding registration for this event, please contact
CAIA EMEA Chapter Relations.
Please kindly let us know at least 24 hours in advance if you are not able to attend the event.
Your timely cancellation allows us to be more responsible and ecological on avoiding food and energy waste.