Dear investors,

Global conditions remain challenging – politically, economically, and socially. At the same time, structural changes are opening up new perspectives for long-term investors. Crucially, it is not only important to understand the risks, but also to identify opportunities early and use them strategically.


Against this backdrop, we cordially invite you to join us in looking ahead. At our Investor Day 2026, we will discuss with renowned experts and our investment team the geopolitical, macroeconomic, and structural developments that will shape the capital markets in the coming years.


The focus is on long-term allocations in infrastructure, private equity and private debt – always with a view to institutional requirements, sustainable value creation and active portfolio management.


We look forward to conducting this exchange with you and to welcoming you to Frankfurt am Main on May 6th and 7th, 2026.

Your team at Palladio Partners


Dear Guests,

Global conditions remain challenging – politically, economically, and socially. At the same time, structural changes are opening up new perspectives for long-term investors. Crucially, it is not only important to understand the risks, but also to identify opportunities early and use them strategically.


Against this backdrop, we cordially invite you to join us taking a look ahead. At our Investor's Day 2026, we will discuss with renowned experts and our investment team the geopolitical, macroeconomic, and structural developments that will shape the capital markets in the coming years.


The focus is on long-term allocations in infrastructure, private equity and private debt – always with a view to institutional requirements, sustainable value creation and active portfolio management.


We look forward to inspiring conversations and to welcoming you to Frankfurt am Main on May 6th and 7th, 2026.


Your Team at Palladio Partners


Speakers

Speakers

Agenda

Wednesday, May 6th, 2026

  • 9:00 AM - Registration

    Reception and breakfast buffet: Our team warmly welcomes you.    

  • 9:30 a.m. - Opening remarks

    To kick things off, our presenter Corinna Wohlfeil welcomes you and gives a brief overview of the day's agenda.

  • || Blick Richtung Zukunft (Looking towards the future)

    Dr. Bernd Kreuter, Managing Partner at Palladio Partners, will open the conference and provide a comprehensive overview of the current market and investment landscape, linking it to the strategic development of our firm and outlining the guiding principles that will shape our actions in the coming years – in line with our motto "Looking Towards the Future".


    Link to CV

  • || Keynote - Prof. Dr. Axel Weber

     "Financial Markets and Geopolitics: Europe’s Position in a New Global Order” Prof. Dr. Axel Weber, President of the Center for Financial Studies at Goethe University Frankfurt and former President of the Deutsche Bundesbank. Prof. Dr. Weber is the former president of the Deutsche Bundesbank and served as president of the board of directors of the UBS Group for many years. We can look forward to an in-depth analysis of current global financial market developments. In his keynote speech, he will examine the interdependence between monetary policy, financial markets, and geopolitical forces, and assess the challenges facing Europe in a transforming global environment.


    Link to CV

  • 10:50 a.m. - Coffee break

    Discuss the content you've heard and strengthen your network. Duration: approx. 30 minutes

  • || Palladio Partners Update: The global view

    Markus Polarczek, Partner and Member of the Management Board at Palladio Partners; Dennis Schnutenhaus, Partner and Member of the Management Board at Palladio Partners. In their joint update, Markus Polarczek and Dennis Schnutenhaus provide insights into the development of our portfolios and the key value drivers in the current market environment. They explain how market conditions, investment strategy, and operational processes interact and demonstrate how we continuously develop our platform to meet the needs of institutional investors.


    Link to CV (Markus Polarczek)

    Link to CV (Dennis Schnutenhaus)

  • 12:15 p.m. - Lunch break

    Enjoy regional, seasonal cuisine and a relaxed atmosphere for conversation about the morning's topics. Duration approx. 60 minutes.

  • || Portfolio insights: Meet our management teams

    Marketplace: As part of our marketplace, we offer you concise insights into current topics and developments surrounding modern infrastructure and related future-oriented fields. In short, practical spotlights, we present selected perspectives from our investment world, providing guidance and food for thought for your own investment decisions. A versatile and interactive format that creates space for inspiration, exchange, and new insights.    

  • || Private Markets: Strategic perspectives in a dynamic market environment

    Experts from various areas of the private markets share their assessments of current market trends, structural changes and investment strategies, and discuss how these affect portfolio construction and allocation decisions in practice.

  • 4:15 p.m. - Coffee break

    Discuss the content you've heard and strengthen your network. Duration: approx. 30 minutes

  • || Keynote - Cathryn Clüver Ashbrook

     “The World of Tomorrow – Opportunities for Reorganization” Cathryn Clüver Ashbrook, Harvard Political Scientist and Transatlantic Expert. With Cathryn Clüver Ashbrook, we welcome an internationally recognized expert on transatlantic politics and global governance. As co-founder of the Future of Diplomacy project at the Harvard Kennedy School and former research program director, she combines academic rigor with practical political experience. Her insights illuminate the geopolitical and diplomatic challenges facing Europe and the transatlantic partnership today. [


    Link to CV

  • 5:30 p.m. - End of the day program

    Join us for a wonderful evening event.

  • 6:30 p.m. - Start of the evening event

    To round off the day, we meet at Occhio d'Oro. Its unique location on the seventh floor, with views of the skyline, and its distinctive interior provide the perfect setting for sundowners, dinner, and inspiring conversations.

  • || Dinnerspeech - Dr. Henning Beck

     "Thinking Better in the Age of AI - Using Our Brain's Tricks for Good Decisions" Dr. Henning Beck, Neuroscientist and Author. In his dinner speech, neuroscientist and author Dr. Henning Beck will show how human thinking works, why creativity and intuition remain key success factors, and how our way of thinking fundamentally differs from artificial intelligence. In an entertaining, practical, and vivid way, he translates the latest findings from brain research into everyday contexts and illustrates how we can use the tricks of the brain to think better.


    Link to CV

Thursday, May 7th, 2026

  • 8:30 a.m. - Registration

    Reception and breakfast buffet

  • 9:00 AM - Start of the event

    Welcome from our Palladio Partners colleagues

  • || Onshore Wind

    09:00 - 09:40 Only for investors in Onshore Wind Portfolio 2012 GmbH & Co. KG

  • || IAP 1-5

    09:45 - 10:45

  • 10:45 a.m. - Coffee break

    Duration: approx. 20 minutes

  • || Rotonda Co-Invest 1&2

    11:05 - 11:45 AM

  • || VAPEAP 1&2

    11:50 - 12:30

  • 12:30 p.m. - Lunch break

    Duration: approx. 35 minutes

  • || Rotunda Transformation D

    13:05 - 13:45

  • || Rotonda Kommunikationsinfrastruktur

    1:50 PM - 2:30 PM

  • || Rotonda A-Netze

    2:35 PM - 3:15 PM Only for investors in Rotonda A-Netze SCSp

  • || Rotonda Rail

    3:20 PM - 4:00 PM

  • 4:00 PM - End of the event

Service

General information

Investor's Day - May 6th, 2026

Hotels

We recommend booking your hotel as soon as possible. Use our Quotas near both venues.

Dinner

Occhio d’Oro

at Flemings Selection Hotel Frankfurt-City

Eschenheimer Tor 2

60318 Frankfurt am Main

Parking - May 6th & 7th

Skyline Plaza parking garage

Europa-Allee 6 or

Brüsseler Straße 3

60327 Frankfurt am Main

Contact

Rebecca Schumacher

T 49 69 17 53 72 67 - 17

events@palladio-partners.com

Sustainability

Event locations

Both the Kap Europa as well as the memox Frankfurt Messe have certified sustainability strategies.

Accommodation

Our cooperation partners nhow and Adina Apartment Hotel are committed to a sustainable orientation and development in the hotel industry.

Arrival

Save CO₂ and use the train for your journey!