Schedule of Seminar 'Climate Risks & Opportunities in Real Assets'

By Luc Joosten, Managing Director, a.s.r. real assets investment partners

By Lilian ter Doest, Senior Consultant Real Estate & Infrastructure, a.s.r. real assets investment partners

By Peter Hobbs, Managing Director, bfinance

By Alan Page, Manager, International ESG Lead, M&G Real Estate

In this presentation Alan Page will highlight the opportunity and challenges faced by real estate investors in reducing portfolio carbon emissions to address climate-related risks. Throughout the talk he will offer practical experience and actionable solutions, drawing on insights and case studies from M&G's own journey to net zero and ESG strategy.

By Clara Mouysset, Impact Investment Executive Director, Climate Infrastructure, Tikehau Capital

Clara Mouysset dives into the need to provide adequate financing solutions at corporate and at asset level to help decarbonise Europe as fast as possible. This needs to come from the massification of existing and proven technologies. These so-called ‘third wave’ infrastructural assets (heat pumps, solar panels, biomass boilers, led, phev chargers, heat to power systems, battery-to-grid-services) can be too small for traditional project financers. Mouysset: 'We need to come up with scalable, flexible, and agile solutions that help to bridge the financing gap of the energy transition…'

By Dongxiao Niu, PhD, Post-Doctoral Researcher, School of Business and Economics, Maastricht University

By Vincent Nobel, Head of Asset-Based Lending, Federated Hermes Limited

Vincent Nobel explores the risks and opportunities to long-term real estate values brought on by the evolving structural changes in how people use buildings. In his talk, he will discuss how taking an underwriting approach that is centred on ensuring long-term tenant demand resilience not only supports the transition to net zero, but also ultimately delivers better risk adjusted returns in the long run. Central to his discourse is the premise that the retrofitting and refurbishment of existing buildings must be a central feature of advancing the real estate sector towards net zero, if we are to limit the risk of real estate assets becoming stranded, and therefore that sustainable real estate lending needs to incorporate a pro-active approach for dealing with properties that are at risk of falling behind required or acceptable standards.

Moderated by Luc Joosten, Managing Director, a.s.r. real assets investment partners

With:

• Robert-Jan Foortse, Head of European Property Investments, APG Asset Management
• Andrea Palmer, Responsible Investment Lead, Listed Real Estate, PGGM
• Arjan van Wieren, Head of Real Assets, MN