NB Investors’ Day 2025

Ask the Investor, Hotel Hilton City Center, Frankfurt

13.30 – 13.40

BEGRÜSSUNG

13.40 – 14.00

Update on Capital Market Assumptions – The Great Normalization?

Robert Dishner, Senior Portfolio Manager, Multi-Sector Fixed Income
Rebekah McMillan, Associate Portfolio Manager, Multi-Asset

14.00 – 14.25

Ask the Investor – Views from leading Family Office CIOs

Moderiert von Sophie Kapiotis, Private Markets Product Management Associate

14.25 – 14.40

KAFFEEPAUSE

14.40 – 15.20

Credit Markets 2.0: The Blurring Line between Public and Private

Robert Dishner, Senior Portfolio Manager, Multi-Sector Fixed Income
Manuel Kalbreier, Head of Alternatives Specialists EMEA

15.20 – 15.50

Current State of Private Equity – Considerations and Pitfalls on How to Build a Customized PE Portfolio

Clemens Feil und Mario Guiliani Giuliani

Abendveranstaltung, Alte Oper, Frankfurt

16.10 – 16.20

WILLKOMMEN ZUR ABENDVERANSTALTUNG

16.20 – 16.50

Solving – Five for 2025 – Mid-Year Review

Robert Dishner, Senior Portfolio Manager, Multi-Sector Fixed Income
Rebekah McMillan, Associate Portfolio Manager, Multi-Asset
Clemens Feil, Principal, Investment Solutions, Private Markets

16.50 – 17.30

Unlocking Opportunities: How German Investors Navigate Private Markets

Panel-Diskussion moderiert von Manuel Kalbreier, Head of Alternatives Specialists EMEA mit Sina Timm, Oldendorff SFO, Dr. Andrea Vathje, Privatize und Eugenio Sangermano Geschäftsführer BF.capital

17.30 – 18.00

Keynote Speaker: Ben Moore Rocks the Universe and the Stage – A Surprising Look at the Big (Bang) Picture

Ben Moore, Author, Professor, Astrophysicist and Electro-Rock Musician

Start 18.00

Barbecue auf der Terrasse der Alten Oper

23.00

Ende des Events