Keynote
Dr. Joerg Kukies combines international capital markets experience with several years of political responsibility. As the former Federal Minister of Finance, former State Secretary in the Chancellor’s Office and head of Goldman Sachs in Germany, he is familiar with both the market’s perspective and the mechanisms of government investment.
In his keynote speech, he will highlight the guiding principles of the new special fund for infrastructure and afterwards will join the drinks reception to engage in one-to-one conversations.
Speaker
Laura Bungart advises asset management companies, investment advisers and fund sponsors on matters relating to investment law – focusing on fund structuring and investments in the infrastructure sector, especially renewable energy. She has been with CMS since 2018 and has held the position of Counsel since 2023.
CMS – one of the leading international corporate law firms.
CMS, with over 6,000 lawyers and 80+ offices in 47 countries, is one of the largest law firms worldwide. Displaying legal excellence, strength in innovation, and a thorough understanding of business contexts, CMS supports companies through complex challenges, ranging from digitalisation and sustainability to international markets. Whether start-up or global player, CMS delivers sound and strategically astute legal solutions.
Speaker
Lisa Sand is a Senior Manager in the Capital & Debt Advisory team at EY-Parthenon’s Eschborn office and develops bespoke financial solutions for medium sized companies in several sectors. One key focus is rating advisory, which ranges from internal rating guidelines and shadow ratings to the successful implementation of initial official ratings.
Thanks to her vast network of banks, debt funds, and rating agencies, she brings the right people to the table.
Panelist
Dr Marcus Helios advises banks, insurances and asset managers on income tax matters; he has authored several specialist publications and is co-editor of the journal “Recht der Finanzinstrumente”.
During the discussion panel, he will present the tax perspective regarding infrastructure funds in Germany and highlight the opportunities and challenges for institutional investors.
About Grant Thornton:
Grant Thornton is one of Germany’s leading accountancy firms. Employing around 1,900 people at ten offices, the company combines local expertise with international reach and follows the dictum “Results over tactics” to provide clear solutions, reliability, and collaborative partnerships.
Panelist
There have been three significant milestones in his life so far: serving as a blue helmet in Iraq in 1996, an experience that, in his words, ‘finally’ made him come of age. In 2002, Mr Ulbrich founded his first investment boutique, embracing high-speed capitalism which was eventually halted in 2020 by the coronavirus lockdown. This gave him time to pause and reflect. He set out to positively contribute to society by acting with more environmental and social responsibility. That included his team, partners and customers – and also included setting a valiant example for competitors.
About Wisdomize: Wisdomize utilises the entire spectrum of existing financial products to find the best investment solutions for its customers and partners. In doing so, Wisdomize is primarily committed to charitable social and environmental goals.
The Wisdomize Group is comprised of fund2index, a benchmark administrator, fund2sec, a platform for NPOs and customers seeking sustainable investments, and fund2pac, as a hub for financial transformation. Together, they drive positive change – inch by inch.
Über Wisdomize:Wisdomize nutzt das gesamte Spektrum bestehender Finanzprodukte, um für und mit seinen Kunden und Partnern die besten Investmentlösungen zu finden. Dabei ist Wisdomize in erster Linie gemeinnützigen sozialen und ökologischen Zielen verpflichtet.
Zu der Wisdomize-Group gehören die fund2index als Benchmarkadministrator, fund2sec ist die Plattform für NPOs und Kunden, die Wert auf nachhaltige Investments legen und die fund2pac als Transformator: denn die meisten positiven Entwicklungen sind nicht plötzlich über Nacht da, sondern werden Tag für Tag ein Stückchen besser.
