{"id":4206,"date":"2026-05-06T14:29:35","date_gmt":"2026-05-06T12:29:35","guid":{"rendered":"https:\/\/wisdomize.com\/?page_id=4206"},"modified":"2026-08-03T08:39:01","modified_gmt":"2026-08-03T06:39:01","slug":"dialogforum-munich","status":"publish","type":"page","link":"https:\/\/wisdomize.com\/en\/dialogforum-munich\/","title":{"rendered":"Dialogforum Munich"},"content":{"rendered":"[vc_row type=&#8221;full_width_background&#8221; full_screen_row_position=&#8221;middle&#8221; column_margin=&#8221;default&#8221; column_direction=&#8221;default&#8221; column_direction_tablet=&#8221;default&#8221; column_direction_phone=&#8221;default&#8221; bg_color=&#8221;#dbecff&#8221; scene_position=&#8221;center&#8221; top_padding=&#8221;10%&#8221; bottom_padding=&#8221;1%&#8221; text_color=&#8221;dark&#8221; text_align=&#8221;left&#8221; row_border_radius=&#8221;none&#8221; row_border_radius_applies=&#8221;bg&#8221; overflow=&#8221;visible&#8221; overlay_strength=&#8221;0.3&#8243; gradient_direction=&#8221;left_to_right&#8221; 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background_hover_color_opacity=&#8221;1&#8243; column_backdrop_filter=&#8221;none&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; overflow=&#8221;visible&#8221; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.3&#8243; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; animation_type=&#8221;default&#8221; bg_image_animation=&#8221;none&#8221; border_type=&#8221;simple&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_column_text]\n<h3><strong><em data-line=\"\" data-color=\"#86beff\">Munich Impressions<\/em><\/strong><\/h3>\n[\/vc_column_text][\/vc_column_inner][vc_column_inner column_padding=&#8221;no-extra-padding&#8221; column_padding_tablet=&#8221;inherit&#8221; column_padding_phone=&#8221;inherit&#8221; column_padding_position=&#8221;all&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;default&#8221; 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row_border_radius=&#8221;none&#8221; row_border_radius_applies=&#8221;bg&#8221; overflow=&#8221;visible&#8221; id=&#8221;team&#8221; advanced_gradient_angle=&#8221;0&#8243; overlay_strength=&#8221;0.3&#8243; gradient_direction=&#8221;left_to_right&#8221; shape_divider_position=&#8221;bottom&#8221; bg_image_animation=&#8221;none&#8221; gradient_type=&#8221;default&#8221; shape_type=&#8221;&#8221;][vc_column column_padding=&#8221;no-extra-padding&#8221; column_padding_tablet=&#8221;inherit&#8221; column_padding_phone=&#8221;inherit&#8221; column_padding_position=&#8221;all&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;default&#8221; desktop_text_alignment=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; sticky_content=&#8221;true&#8221; sticky_content_functionality=&#8221;css&#8221; sticky_content_alignment=&#8221;default&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; 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advanced_gradient_angle=&#8221;0&#8243; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.3&#8243; width=&#8221;1\/1&#8243; tablet_width_inherit=&#8221;default&#8221; animation_type=&#8221;default&#8221; bg_image_animation=&#8221;none&#8221; border_type=&#8221;simple&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221; gradient_type=&#8221;default&#8221;][vc_column_text]<strong><em data-line=\"\" data-color=\"#86beff\">Keynote<\/em><\/strong>[\/vc_column_text][divider line_type=&#8221;No Line&#8221;][team_member image_url=&#8221;4292&#8243; bio_alt_image_url=&#8221;4296&#8243; team_memeber_style=&#8221;bio_fullscreen_alt&#8221; bio_fullscreen_alt_parallax=&#8221;true&#8221; bio_fullscreen_alt_hide_link_arrow=&#8221;true&#8221; image_loading=&#8221;lazy-load&#8221; team_member_bio_full_html=&#8221;html&#8221; hide_link_arrow=&#8221;true&#8221; name=&#8221;Dr. J\u00f6rg Kukies&#8221; image_size=&#8221;large&#8221; social_link_1=&#8221;#&#8221; social_link_2=&#8221;#&#8221; job_position=&#8221;former Federal Minister of Finance&#8221;]<em class=\"active\" data-line=\"\" data-highlight=\"\" data-color=\"$ci-yellowsoft1\">Dr. Joerg Kukies<\/em>\u00a0combines international capital markets experience with several years of political responsibility. As the former Federal Minister of Finance, former State Secretary in the Chancellor\u2019s Office and head of Goldman Sachs in Germany, he is familiar with both the market\u2019s perspective and the mechanisms of government investment.<\/p>\n<p>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.[\/team_member][\/vc_column_inner][\/vc_row_inner][\/vc_column][vc_column column_padding=&#8221;padding-6-percent&#8221; column_padding_tablet=&#8221;no-extra-padding&#8221; column_padding_phone=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;left&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;0px&#8221; desktop_text_alignment=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_backdrop_filter=&#8221;none&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; column_position=&#8221;default&#8221; advanced_gradient_angle=&#8221;0&#8243; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.3&#8243; width=&#8221;2\/3&#8243; tablet_width_inherit=&#8221;default&#8221; animation_type=&#8221;default&#8221; bg_image_animation=&#8221;none&#8221; border_type=&#8221;simple&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221; gradient_type=&#8221;default&#8221;][vc_row_inner column_margin=&#8221;30px&#8221; column_direction=&#8221;default&#8221; column_direction_tablet=&#8221;default&#8221; column_direction_phone=&#8221;default&#8221; bottom_padding=&#8221;20&#8243; top_padding_tablet=&#8221;40&#8243; bottom_padding_tablet=&#8221;0&#8243; text_align=&#8221;left&#8221; row_position=&#8221;default&#8221; row_position_tablet=&#8221;inherit&#8221; row_position_phone=&#8221;inherit&#8221; overflow=&#8221;visible&#8221; pointer_events=&#8221;all&#8221;][vc_column_inner column_padding=&#8221;no-extra-padding&#8221; column_padding_tablet=&#8221;inherit&#8221; column_padding_phone=&#8221;inherit&#8221; column_padding_position=&#8221;all&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;default&#8221; desktop_text_alignment=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_backdrop_filter=&#8221;none&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; overflow=&#8221;visible&#8221; advanced_gradient_angle=&#8221;0&#8243; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.3&#8243; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;small_desktop&#8221; animation_type=&#8221;default&#8221; bg_image_animation=&#8221;none&#8221; border_type=&#8221;simple&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221; gradient_type=&#8221;default&#8221;][vc_column_text]<strong><em data-line=\"\" data-color=\"#86beff\">Speaker<\/em><\/strong>[\/vc_column_text][divider line_type=&#8221;No Line&#8221;][team_member image_url=&#8221;4303&#8243; bio_alt_image_url=&#8221;4303&#8243; team_memeber_style=&#8221;bio_fullscreen_alt&#8221; bio_fullscreen_alt_parallax=&#8221;true&#8221; bio_fullscreen_alt_hide_link_arrow=&#8221;true&#8221; image_loading=&#8221;default&#8221; team_member_bio_full_html=&#8221;html&#8221; hide_link_arrow=&#8221;true&#8221; name=&#8221;Laura Bungart&#8221; job_position=&#8221;Lawyer CMS&#8221; image_size=&#8221;medium&#8221; social_link_1=&#8221;#&#8221; social_link_2=&#8221;#&#8221; team_member_mini_bio=&#8221;Laura Bungart will talk about a topic that is increasingly important to institutional investors: \u201cInfrastructure as investment opportunity \u2013 legal frameworks for institutional investors\u201d. &#8220;]Laura Bungart advises asset management companies, investment advisers and fund sponsors on matters relating to investment law \u2013 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.<\/p>\n<p>CMS \u2013 one of the leading international corporate law firms.<\/p>\n<p>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.[\/team_member][\/vc_column_inner][vc_column_inner column_padding=&#8221;no-extra-padding&#8221; column_padding_tablet=&#8221;inherit&#8221; column_padding_phone=&#8221;inherit&#8221; column_padding_position=&#8221;all&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;default&#8221; desktop_text_alignment=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_backdrop_filter=&#8221;none&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; overflow=&#8221;visible&#8221; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.3&#8243; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; animation_type=&#8221;default&#8221; bg_image_animation=&#8221;none&#8221; border_type=&#8221;simple&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_column_text]<strong><em data-line=\"\" data-color=\"#86beff\">Speaker<\/em><\/strong>[\/vc_column_text][divider line_type=&#8221;No Line&#8221;][team_member image_url=&#8221;4286&#8243; bio_alt_image_url=&#8221;4288&#8243; team_memeber_style=&#8221;bio_fullscreen_alt&#8221; bio_fullscreen_alt_parallax=&#8221;true&#8221; bio_fullscreen_alt_hide_link_arrow=&#8221;true&#8221; image_loading=&#8221;default&#8221; team_member_bio_full_html=&#8221;html&#8221; hide_link_arrow=&#8221;true&#8221; name=&#8221;Lisa Sand&#8221; job_position=&#8221;EY-Parthenon&#8221; image_size=&#8221;medium&#8221; social_link_1=&#8221;#&#8221; social_link_2=&#8221;#&#8221; team_member_mini_bio=&#8221;EY-Parthenon\u2019s Lisa Sand explains what ratings reveal about infrastructure investments and how they should be interpreted.&#8221;]Lisa Sand is a Senior Manager in the Capital &amp; Debt Advisory team at EY-Parthenon\u2019s 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.<\/p>\n<p>Thanks to her vast network of banks, debt funds, and rating agencies, she brings the right people to the table.[\/team_member][\/vc_column_inner][\/vc_row_inner][vc_row_inner column_margin=&#8221;30px&#8221; column_direction=&#8221;default&#8221; column_direction_tablet=&#8221;default&#8221; column_direction_phone=&#8221;default&#8221; text_align=&#8221;left&#8221; row_position=&#8221;default&#8221; row_position_tablet=&#8221;inherit&#8221; row_position_phone=&#8221;inherit&#8221; overflow=&#8221;visible&#8221; pointer_events=&#8221;all&#8221; css=&#8221;.vc_custom_1634415872169{margin-bottom: 0px !important;}&#8221;][vc_column_inner column_padding=&#8221;no-extra-padding&#8221; column_padding_tablet=&#8221;inherit&#8221; column_padding_phone=&#8221;inherit&#8221; column_padding_position=&#8221;all&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;default&#8221; desktop_text_alignment=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_backdrop_filter=&#8221;none&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; overflow=&#8221;visible&#8221; advanced_gradient_angle=&#8221;0&#8243; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.3&#8243; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;small_desktop&#8221; animation_type=&#8221;default&#8221; bg_image_animation=&#8221;none&#8221; border_type=&#8221;simple&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221; gradient_type=&#8221;default&#8221;][vc_column_text]<strong><em data-line=\"\" data-color=\"#86beff\">Panelist<\/em><\/strong>[\/vc_column_text][divider line_type=&#8221;No Line&#8221;][team_member image_url=&#8221;4308&#8243; bio_alt_image_url=&#8221;4308&#8243; team_memeber_style=&#8221;bio_fullscreen_alt&#8221; bio_fullscreen_alt_parallax=&#8221;true&#8221; bio_fullscreen_alt_hide_link_arrow=&#8221;true&#8221; image_loading=&#8221;default&#8221; team_member_bio_full_html=&#8221;html&#8221; hide_link_arrow=&#8221;true&#8221; name=&#8221;Dr. Marcus Helios&#8221; job_position=&#8221;Grant Thornton Germany&#8221; image_size=&#8221;medium&#8221; social_link_1=&#8221;#&#8221; social_link_2=&#8221;#&#8221; social_link_3=&#8221;#&#8221; team_member_mini_bio=&#8221;Dr Marcus Helios opens our dialogue forum\u2019s discussion panel with the question whether Germany creates a level playing field for infrastructure funds.&#8221;]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 \u201cRecht der Finanzinstrumente\u201d.<\/p>\n<p>During the discussion panel, he will present the tax perspective regarding infrastructure funds in Germany and highlight the opportunities and challenges for institutional investors.<\/p>\n<p>About Grant Thornton:<\/p>\n<p>Grant Thornton is one of Germany\u2019s leading accountancy firms. Employing around 1,900 people at ten offices, the company combines local expertise with international reach and follows the dictum \u201cResults over tactics\u201d to provide clear solutions, reliability, and collaborative partnerships.[\/team_member][\/vc_column_inner][vc_column_inner column_padding=&#8221;no-extra-padding&#8221; column_padding_tablet=&#8221;inherit&#8221; column_padding_phone=&#8221;inherit&#8221; column_padding_position=&#8221;all&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;default&#8221; desktop_text_alignment=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_backdrop_filter=&#8221;none&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; overflow=&#8221;visible&#8221; advanced_gradient_angle=&#8221;0&#8243; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.3&#8243; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;small_desktop&#8221; animation_type=&#8221;default&#8221; bg_image_animation=&#8221;none&#8221; border_type=&#8221;simple&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221; gradient_type=&#8221;default&#8221;][vc_column_text]<strong><em data-line=\"\" data-color=\"#86beff\">Panelist<\/em><\/strong>[\/vc_column_text][divider line_type=&#8221;No Line&#8221;][team_member image_url=&#8221;4310&#8243; bio_alt_image_url=&#8221;4310&#8243; team_memeber_style=&#8221;bio_fullscreen_alt&#8221; bio_fullscreen_alt_parallax=&#8221;true&#8221; bio_fullscreen_alt_hide_link_arrow=&#8221;true&#8221; image_loading=&#8221;default&#8221; team_member_bio_full_html=&#8221;html&#8221; hide_link_arrow=&#8221;true&#8221; name=&#8221;Sven Ulbrich&#8221; job_position=&#8221;Wisdomize&#8221; image_size=&#8221;medium&#8221; social_link_1=&#8221;#&#8221; team_member_mini_bio=&#8221;Sven Ulbrich is CEO of Wisdomize Group. &#8220;]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, \u2018finally\u2019 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 \u2013 and also included setting a valiant example for competitors.<\/p>\n<p><strong>About Wisdomize:<\/strong> 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.<\/p>\n<p>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 \u2013 inch by inch.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u00dcber Wisdomize:<\/strong>Wisdomize nutzt das gesamte Spektrum bestehender Finanzprodukte, um f\u00fcr und mit seinen Kunden und Partnern die besten Investmentl\u00f6sungen zu finden. Dabei ist Wisdomize in erster Linie gemeinn\u00fctzigen sozialen und \u00f6kologischen Zielen verpflichtet.<\/p>\n<p>Zu der Wisdomize-Group geh\u00f6ren die<strong> fund2index<\/strong> als Benchmarkadministrator, <strong>fund2sec<\/strong> ist die Plattform f\u00fcr NPOs und Kunden, die Wert auf nachhaltige Investments legen und die <strong>fund2pac<\/strong> als Transformator: denn die meisten positiven Entwicklungen sind nicht pl\u00f6tzlich \u00fcber Nacht da, sondern werden Tag f\u00fcr Tag ein St\u00fcckchen besser.[\/team_member][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row type=&#8221;full_width_content&#8221; full_screen_row_position=&#8221;middle&#8221; column_margin=&#8221;default&#8221; column_direction=&#8221;default&#8221; column_direction_tablet=&#8221;default&#8221; column_direction_phone=&#8221;default&#8221; scene_position=&#8221;center&#8221; top_padding=&#8221;2%&#8221; bottom_padding=&#8221;2%&#8221; text_color=&#8221;dark&#8221; text_align=&#8221;left&#8221; row_border_radius=&#8221;none&#8221; row_border_radius_applies=&#8221;bg&#8221; overflow=&#8221;visible&#8221; overlay_strength=&#8221;0.3&#8243; gradient_direction=&#8221;left_to_right&#8221; shape_divider_position=&#8221;bottom&#8221; bg_image_animation=&#8221;none&#8221; shape_type=&#8221;&#8221;][vc_column column_padding=&#8221;no-extra-padding&#8221; column_padding_tablet=&#8221;inherit&#8221; column_padding_phone=&#8221;inherit&#8221; column_padding_position=&#8221;all&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;default&#8221; desktop_text_alignment=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_backdrop_filter=&#8221;none&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; column_position=&#8221;default&#8221; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.3&#8243; width=&#8221;1\/1&#8243; tablet_width_inherit=&#8221;default&#8221; animation_type=&#8221;default&#8221; bg_image_animation=&#8221;none&#8221; border_type=&#8221;simple&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][divider line_type=&#8221;No Line&#8221;][vc_column_text]\n<h3 style=\"text-align: center;\"><span style=\"color: #86beff;\"><strong>Servus Munich and thank you to all participants! <\/strong><\/span><\/h3>\n<h3 style=\"text-align: center;\"><span style=\"color: #86beff;\"><strong>See you soon!<\/strong><\/span><\/h3>\n[\/vc_column_text][divider line_type=&#8221;No Line&#8221;][divider line_type=&#8221;No Line&#8221;][\/vc_column][\/vc_row]\n","protected":false},"excerpt":{"rendered":"<p>[vc_row type=&#8221;full_width_background&#8221; full_screen_row_position=&#8221;middle&#8221; column_margin=&#8221;default&#8221; 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