LP Investor Forum

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About the Event

We are pleased to invite you to join the third edition of the Tikehau Capital LP Investor Forum taking place at the Pavillon d'Armenonville in Paris on Tuesday 8th September, 2026.

This exclusive afternoon event will bring together our valued LPs for insightful discussions on asset allocation and investment strategies. Building on last year’s success, we are curating a programme with a fresh line up of innovative sessions, actionable insights and opportunities to foster meaningful connections.

Keynote Speaker

Patrick Pouyanné, Chairman and Chief Executive Officer of TotalEnergies SE


We are pleased to announce that Patrick Pouyanné, Chairman and Chief Executive Officer of TotalEnergies SE, will deliver the keynote address at the third edition of the Tikehau Capital LP Investor Forum. One of the most influential business leaders shaping Europe’s energy, industrial and strategic future, Mr. Pouyanné will speak on “Energy, sovereignty and strategic investment in an age of fragmentation” and address some of the defining questions facing Europe today.

The Speakers

Patrick Pouyanné

Chairman and Chief Executive Officer of TotalEnergies SE.

One of the most influential business leaders shaping Europe’s energy, industrial and strategic future, Mr. Pouyanné will speak on “Energy, sovereignty and strategic investment in an age of fragmentation” and address some of the defining questions facing Europe today.

Matthijs Storm

CEO, Wereldhave

Matthijs Storm (born in Groningen, 1979) was drawn to the real estate sector from an early stage. After completing his degree in Business Economics in Maastricht

Xevi Moreno Tarrés

Chief Investment Officer, HNA

Mathematician and Executive MBA graduate from ESADE. Currently serves as Chief Investment Officer at HNA, the mutual pension scheme for architects in Spain.

David Chang

CEO, IGIS Europe

David Chang is the CEO of IGIS Europe, having joined the firm in September 2022. With more than a decade of experience in cross-border real estate investment between Asia and UK/Europe, he has worked extensively with institutional investors

Steffen Meinshausen

Head of Real Estate Germany, Tikehau Capital

Dr. Steffen Meinshausen is an Executive Director at Tikehau Capital and is responsible for the firm‘s real estate activities in the DACH region.

Antoine Flamarion

Co-founder, Tikehau Capital

Antoine Flamarion co-founded Tikehau Capital in 2004. Previously, he worked in the Mortgage and Principal Investment department of Goldman Sachs in London which he joined in 1999. He began his career in 1997 in the Principal Investment department of Merrill Lynch in Paris.

Thomas Friedberger

Deputy CEO and Co-CIO, Tikehau Capital

Thomas Friedberger joined Tikehau Capital in 2014 and serves as Group Deputy Chief Executive Officer, Co-Chief Investment Officer, and Chief Executive Officer of Tikehau Investment Management.

Cécile Mayer-Levi

Co-Head of Credit, Tikehau Capital

Cécile Lévi joined Tikehau Capital in 2013 as Head of Private Debt activity. Cécile previously worked at Ardian (formerly AXA Private Equity) where she notably broadened the investment scope to include unitranche debt, with a strong focus on forming partnerships.

Maxime Laurent Bellue

Deputy CEO and Co-Head of Credit, Tikehau Capital

Maxime Laurent-Bellue joined Tikehau Capital in 2007 and serves as Head of Tactical Strategies & Head of Structured Credit Strategies.

Pierre Abadie

Private Equity ExCo Member and Co-Head of Decarbonisation Strategy, Tikehau Capital

Pierre Abadie joined Tikehau Capital in 2018 and serves as Group Climate Director and Co-head of the Private Equity Decarbonisation Strategy.

Raphael Thuin

Head of Capital Markets Strategies, Tikehau Capital

Raphael Thuin joined Tikehau Capital in 2020 and currently serves as Head of Capital Markets Strategies.

Nina Majstorovic

Investment Specialist, Capital Markets Strategies, Tikehau Capital

Nina joined Tikehau Capital in 2021 as an Investment Specialist for Capital Markets Strategies, covering both credit and equity strategies.

Jean-Baptiste Tricot

Chief Investment Officer, AXA

Jean-Baptiste Tricot serves as the Chief Investment Officer at AXA, where he is responsible for overseeing asset and liability management (ALM) and investment activities across both listed and private markets. His leadership extends to total invested assets of approximately €550 billion, covering the life & savings, health, protection, and property & casualty segments. Jean-Baptiste leads a global team comprised of more than 400 professionals.

Charlotte Kan

Moderator and Master of Ceremonies

Charlotte Kan is an international bilingual (English/French) journalist, moderator and Master of Ceremonies with more than 20 years of experience across broadcast media, global conferences and executive communication.

Jurgita Vander Veken

Investment Management & ALM, P&V Insurance

Jurgita Vander Veken manages alternative investment funds portfolio for P&V Assurances, Belgian cooperative insurance company, overseeing a portfolio of over 100 illiquid, closed-ended private equity, infrastructure, real estate, and credit funds on the balance sheet.

Bruce Pan

Managing Director and Head of Private Debt Investment at China Ping An Insurance Overseas (Holdings) Limited

Mr. Bruce Pan serves as Managing Director and Head of Private Debt Investment at China Ping An Insurance Overseas (Holdings) Limited. In this role, he oversees the firm's global credit investments across North America, Europe, and Asia.

Lindee Wong

Director of Climate and Biodiversity

Lindee Wong joined Tikehau Capital in May 2022 to support the implementation of the Group’s climate and biodiversity strategy across its business lines. Her responsibilities include developing the Group’s Net Zero Asset Manager targets and supporting their implementation across all business lines.

Fabien Roualdes

Co-Head of the Private Equity Aerospace & Defence Strategy

Fabien Roualdes joined Tikehau Capital in 2022. He currently serves as Co-Head of Tikehau Capital's Private Equity Aerospace & Defence Strategy. Previously, Fabien Roualdes was Director at AlixPartners in Paris.

Patrick Pouyanné

Chairman and Chief Executive Officer of TotalEnergies SE.

One of the most influential business leaders shaping Europe’s energy, industrial and strategic future, Mr. Pouyanné will speak on “Energy, sovereignty and strategic investment in an age of fragmentation” and address some of the defining questions facing Europe today.

A graduate of École Polytechnique and a Chief Engineer of France’s Corps des Mines, Mr. Pouyanné held, between 1989 and 1996, various administrative positions in the Ministry of Industry and of Environment and other cabinet positions (technical advisor to the Prime Minister – Édouard Balladur – in the fields of the Environment and Industry from 1993 to 1995, Chief of staff for the Minister for Information and Aerospace Technologies – François Fillon – from 1995 to 1996). In January 1997, he joined TotalEnergies’ Exploration & Production division, first as Chief Administrative Officer in Angola, before becoming Company representative in Qatar and President of the Exploration and Production subsidiary in that country in 1999. In August 2002, he was appointed President, Finance, Economy and IT for Exploration & Production. In January 2006, he became Senior Vice President, Strategy, Business Development and R&D in Exploration & Production and was appointed a member of the Company’s Management Committee in May 2006.

In March 2011, Mr. Pouyanné was appointed Deputy General Manager, Chemicals, and Deputy General Manager, Petrochemicals. In January 2012, he became President, Refining & Chemicals and a member of the Company’s Executive Committee. On October 22, 2014, he became Chief Executive Officer of TOTAL S.A. and Chairman of the Company’s Executive Committee. On May 29, 2015, he was appointed by the Annual Shareholders’ Meeting as director for a three-year term. The Board of Directors appointed him as Chairman of the Board of Directors as of December 19, 2015. Mr. Pouyanné thus became the Chairman and Chief Executive Officer. Following the renewal of Mr. Pouyanné's directorship at the Shareholders' Meeting on June 1, 2018 and then on May 28, 2021 for a three-year period, the Board of Directors renewed Mr. Pouyanné's term of office as Chairman and Chief Executive Officer for a period equal to that of his directorship. Mr. Pouyanné is thus the Chairman and Chief Executive Officer of TotalEnergies SE. Mr. Pouyanné is Vice-Chairman of the French association, Entreprises pour l’Environnement (EpE), after having been its Chairman between June 2022 and June 2025.

Mr. Pouyanné is also the Vice-Chairman of the Alliance pour l’Education - United Way association, after having been its Chairman from June 2018 to January 29, 2025, having accepted this office as Chairman and Chief Executive Officer of the Corporation. In addition, he has been a member of the Board of Directors (since May 2017), Vice-Chairman of the Board, Lead Independent Director and Chairman of the Ethics and Governance Committee (since May 2026) of Capgemini SE, as well as a member of the Board of Directors of École Polytechnique (since September 2018), of the Institut du Monde Arabe (since 2017) and of the foundation La France s’engage (since 2017). Mr. Pouyanné is an Officer of the Légion d’honneur.

One of the most influential business leaders shaping Europe’s energy, industrial and strategic future, Mr. Pouyanné will speak on “Energy, sovereignty and strategic investment in an age of fragmentation” and address some of the defining questions facing Europe today.

A graduate of École Polytechnique and a Chief Engineer of France’s Corps des Mines, Mr. Pouyanné held, between 1989 and 1996, various administrative positions in the Ministry of Industry and of Environment and other cabinet positions (technical advisor to the Prime Minister – Édouard Balladur – in the fields of the Environment and Industry from 1993 to 1995, Chief of staff for the Minister for Information and Aerospace Technologies – François Fillon – from 1995 to 1996). In January 1997, he joined TotalEnergies’ Exploration & Production division, first as Chief Administrative Officer in Angola, before becoming Company representative in Qatar and President of the Exploration and Production subsidiary in that country in 1999. In August 2002, he was appointed President, Finance, Economy and IT for Exploration & Production. In January 2006, he became Senior Vice President, Strategy, Business Development and R&D in Exploration & Production and was appointed a member of the Company’s Management Committee in May 2006.

In March 2011, Mr. Pouyanné was appointed Deputy General Manager, Chemicals, and Deputy General Manager, Petrochemicals. In January 2012, he became President, Refining & Chemicals and a member of the Company’s Executive Committee. On October 22, 2014, he became Chief Executive Officer of TOTAL S.A. and Chairman of the Company’s Executive Committee. On May 29, 2015, he was appointed by the Annual Shareholders’ Meeting as director for a three-year term. The Board of Directors appointed him as Chairman of the Board of Directors as of December 19, 2015. Mr. Pouyanné thus became the Chairman and Chief Executive Officer. Following the renewal of Mr. Pouyanné's directorship at the Shareholders' Meeting on June 1, 2018 and then on May 28, 2021 for a three-year period, the Board of Directors renewed Mr. Pouyanné's term of office as Chairman and Chief Executive Officer for a period equal to that of his directorship. Mr. Pouyanné is thus the Chairman and Chief Executive Officer of TotalEnergies SE. Mr. Pouyanné is Vice-Chairman of the French association, Entreprises pour l’Environnement (EpE), after having been its Chairman between June 2022 and June 2025.

Mr. Pouyanné is also the Vice-Chairman of the Alliance pour l’Education - United Way association, after having been its Chairman from June 2018 to January 29, 2025, having accepted this office as Chairman and Chief Executive Officer of the Corporation. In addition, he has been a member of the Board of Directors (since May 2017), Vice-Chairman of the Board, Lead Independent Director and Chairman of the Ethics and Governance Committee (since May 2026) of Capgemini SE, as well as a member of the Board of Directors of École Polytechnique (since September 2018), of the Institut du Monde Arabe (since 2017) and of the foundation La France s’engage (since 2017). Mr. Pouyanné is an Officer of the Légion d’honneur.

Matthijs Storm

CEO, Wereldhave

Matthijs Storm (born in Groningen, 1979) was drawn to the real estate sector from an early stage. After completing his degree in Business Economics in Maastricht, he began his career in 2003 at Kempen & Co as an analyst covering European real estate equities. He subsequently held management roles at Fortis Bank and CBRE Clarion Securities in London, where he was responsible for European real estate investments. In 2019, at the age of 40, Storm was appointed CEO of Wereldhave, the oldest listed property fund in the Netherlands. Under his leadership, the company embarked on a new strategic course: transforming from shopping centers into Full Service Centers.

Matthijs Storm (born in Groningen, 1979) was drawn to the real estate sector from an early stage. After completing his degree in Business Economics in Maastricht, he began his career in 2003 at Kempen & Co as an analyst covering European real estate equities. He subsequently held management roles at Fortis Bank and CBRE Clarion Securities in London, where he was responsible for European real estate investments. In 2019, at the age of 40, Storm was appointed CEO of Wereldhave, the oldest listed property fund in the Netherlands. Under his leadership, the company embarked on a new strategic course: transforming from shopping centers into Full Service Centers.

Xevi Moreno Tarrés

Chief Investment Officer, HNA

Mathematician and Executive MBA graduate from ESADE. Currently serves as Chief Investment Officer at HNA, the mutual pension scheme for architects in Spain. In parallel, acts as an independent expert for the Andorran Retirement Reserve Fund and as member of the International Reserves for Andorra. Previously held senior leadership positions including CIO at Zurich Spain, General Manager at MdF Family Partners, a multi-family office with international presence. Earlier in his career, held key roles at AXA (Head of Pension Funds and ALM), Morgan Stanley (Asset Manager), and BBVA (Structured Products Manager).

Mathematician and Executive MBA graduate from ESADE. Currently serves as Chief Investment Officer at HNA, the mutual pension scheme for architects in Spain. In parallel, acts as an independent expert for the Andorran Retirement Reserve Fund and as member of the International Reserves for Andorra. Previously held senior leadership positions including CIO at Zurich Spain, General Manager at MdF Family Partners, a multi-family office with international presence. Earlier in his career, held key roles at AXA (Head of Pension Funds and ALM), Morgan Stanley (Asset Manager), and BBVA (Structured Products Manager).

David Chang

CEO, IGIS Europe

David Chang is the CEO of IGIS Europe, having joined the firm in September 2022. With more than a decade of experience in cross-border real estate investment between Asia and UK/Europe, he has worked extensively with institutional investors, family offices and private wealth clients investing into UK and European real estate.

Since joining IGIS Europe, David has focused on expanding the firm's investor base beyond Korean institutional capital, supporting investment activity across UK and European real estate for IGIS REITs, family offices, HNWIs and a broader range of Asian investors. Prior to IGIS, David was a Senior Director at Savills Investment Management in London, where he played a leading role in raising and facilitating the deployment of approximately €3 billion of Korean capital into UK and continental European office and logistics investments. He also helped establish two semi-discretionary European logistics funds backed by approximately €300 million of Korean equity and was involved in the strategic transaction through which Samsung Life Insurance acquired a 25% stake in Savills Investment Management, accompanied by a US$1 billion investment commitment.

Before relocating to the UK in 2013, David was with Savills Korea, advising domestic and international investors on retail real estate development and investment, and supporting the expansion of international retail brands into the Korean market.

David holds an MSc in Real Estate from the University of Reading and is an alumnus of the Executive Real Estate Programme at Saïd Business School, University of Oxford.

David Chang is the CEO of IGIS Europe, having joined the firm in September 2022. With more than a decade of experience in cross-border real estate investment between Asia and UK/Europe, he has worked extensively with institutional investors, family offices and private wealth clients investing into UK and European real estate.

Since joining IGIS Europe, David has focused on expanding the firm's investor base beyond Korean institutional capital, supporting investment activity across UK and European real estate for IGIS REITs, family offices, HNWIs and a broader range of Asian investors. Prior to IGIS, David was a Senior Director at Savills Investment Management in London, where he played a leading role in raising and facilitating the deployment of approximately €3 billion of Korean capital into UK and continental European office and logistics investments. He also helped establish two semi-discretionary European logistics funds backed by approximately €300 million of Korean equity and was involved in the strategic transaction through which Samsung Life Insurance acquired a 25% stake in Savills Investment Management, accompanied by a US$1 billion investment commitment.

Before relocating to the UK in 2013, David was with Savills Korea, advising domestic and international investors on retail real estate development and investment, and supporting the expansion of international retail brands into the Korean market.

David holds an MSc in Real Estate from the University of Reading and is an alumnus of the Executive Real Estate Programme at Saïd Business School, University of Oxford.

Steffen Meinshausen

Head of Real Estate Germany, Tikehau Capital

Dr. Steffen Meinshausen is an Executive Director at Tikehau Capital and is responsible for the firm‘s real estate activities in the DACH region. He has gained more than 14 years of professional experience in real estate investments, private equity, and investment bankings through roles at Lazard, Cerberus Capital Management, and Madison International Realty, among others. Dr. Meinshausen holds a PhD from Darmstadt University of Technology.

Dr. Steffen Meinshausen is an Executive Director at Tikehau Capital and is responsible for the firm‘s real estate activities in the DACH region. He has gained more than 14 years of professional experience in real estate investments, private equity, and investment bankings through roles at Lazard, Cerberus Capital Management, and Madison International Realty, among others. Dr. Meinshausen holds a PhD from Darmstadt University of Technology.

Antoine Flamarion

Co-founder, Tikehau Capital

Antoine Flamarion co-founded Tikehau Capital in 2004. Previously, he worked in the Mortgage and Principal Investment department of Goldman Sachs in London which he joined in 1999. He began his career in 1997 in the Principal Investment department of Merrill Lynch in Paris.

Education: Paris Dauphine University, Paris Sorbonne University.

Antoine Flamarion co-founded Tikehau Capital in 2004. Previously, he worked in the Mortgage and Principal Investment department of Goldman Sachs in London which he joined in 1999. He began his career in 1997 in the Principal Investment department of Merrill Lynch in Paris.

Education: Paris Dauphine University, Paris Sorbonne University.

Thomas Friedberger

Deputy CEO and Co-CIO, Tikehau Capital

Thomas Friedberger joined Tikehau Capital in 2014 and serves as Group Deputy Chief Executive Officer, Co-Chief Investment Officer, and Chief Executive Officer of Tikehau Investment Management. Previously, he spent 14 years at Goldman Sachs where he had been Managing Director with responsibilities in France, Belgium and Luxembourg since 2008. Thomas started his career in 1996 and has worked in Paris, Milan and London, mostly in capital markets activities, convertible bonds, derivatives, credit and rates markets. Thomas Friedberger is also a member of the investment committee of The Louvre Endowment Fund.

Education: ESCP Business School

Thomas Friedberger joined Tikehau Capital in 2014 and serves as Group Deputy Chief Executive Officer, Co-Chief Investment Officer, and Chief Executive Officer of Tikehau Investment Management. Previously, he spent 14 years at Goldman Sachs where he had been Managing Director with responsibilities in France, Belgium and Luxembourg since 2008. Thomas started his career in 1996 and has worked in Paris, Milan and London, mostly in capital markets activities, convertible bonds, derivatives, credit and rates markets. Thomas Friedberger is also a member of the investment committee of The Louvre Endowment Fund.

Education: ESCP Business School

Cécile Mayer-Levi

Co-Head of Credit, Tikehau Capital

Cécile Lévi joined Tikehau Capital in 2013 as Head of Private Debt activity. Cécile previously worked at Ardian (formerly AXA Private Equity) where she notably broadened the investment scope to include unitranche debt, with a strong focus on forming partnerships. She began her career in 1988 at Merrill Lynch (Corporate Finance and M&A) in Paris and then in New York. In 1991, she joined Elig, one of the pioneering private equity funds in France. In 2001, Cécile's focus pivoted to mezzanine debt investments and she was appointed Investment Director at Omnes (formerly CAPE - Mezzanis).

Education: HEC Paris

Cécile Lévi joined Tikehau Capital in 2013 as Head of Private Debt activity. Cécile previously worked at Ardian (formerly AXA Private Equity) where she notably broadened the investment scope to include unitranche debt, with a strong focus on forming partnerships. She began her career in 1988 at Merrill Lynch (Corporate Finance and M&A) in Paris and then in New York. In 1991, she joined Elig, one of the pioneering private equity funds in France. In 2001, Cécile's focus pivoted to mezzanine debt investments and she was appointed Investment Director at Omnes (formerly CAPE - Mezzanis).

Education: HEC Paris

Maxime Laurent Bellue

Deputy CEO and Co-Head of Credit, Tikehau Capital

Maxime Laurent-Bellue joined Tikehau Capital in 2007 and serves as Head of Tactical Strategies & Head of Structured Credit Strategies. Since 2008, he has contributed to establishing and developing the Group’s private credit division. Maxime has been involved in new investments, as well as fundraising and strategic launches for several segments, including special situations, direct lending and leveraged loans. From 2012, he established and ran the Group’s senior loan business and was responsible for portfolio management, in addition to playing an active role in deal sourcing and execution for both senior loans and direct lending opportunities.

Education: Sciences Po Paris, King's College London

Maxime Laurent-Bellue joined Tikehau Capital in 2007 and serves as Head of Tactical Strategies & Head of Structured Credit Strategies. Since 2008, he has contributed to establishing and developing the Group’s private credit division. Maxime has been involved in new investments, as well as fundraising and strategic launches for several segments, including special situations, direct lending and leveraged loans. From 2012, he established and ran the Group’s senior loan business and was responsible for portfolio management, in addition to playing an active role in deal sourcing and execution for both senior loans and direct lending opportunities.

Education: Sciences Po Paris, King's College London

Pierre Abadie

Private Equity ExCo Member and Co-Head of Decarbonisation Strategy, Tikehau Capital

Pierre Abadie joined Tikehau Capital in 2018 and serves as Group Climate Director and Co-head of the Private Equity Decarbonisation Strategy. He has over 20 years’ experience in the energy and energy transition sectors. He previously worked at TotalEnergies for 16 years in the Gas and Renewables division.

Education: Université Paris-Saclay (CentraleSupélec)

Pierre Abadie joined Tikehau Capital in 2018 and serves as Group Climate Director and Co-head of the Private Equity Decarbonisation Strategy. He has over 20 years’ experience in the energy and energy transition sectors. He previously worked at TotalEnergies for 16 years in the Gas and Renewables division.

Education: Université Paris-Saclay (CentraleSupélec)

Raphael Thuin

Head of Capital Markets Strategies, Tikehau Capital

Raphael Thuin joined Tikehau Capital in 2020 and currently serves as Head of Capital Markets Strategies. Previously, he served as Head of Fixed Income Management at TOBAM in Paris, which he had joined in 2014. He began his career in 2005 as a portfolio manager for Topaz Fund in New York. In 2008, he joined the capital markets business of Société Générale, also in New York.

Education: HEC Paris, University of Paris I: Panthéon-Sorbonne

Raphael Thuin joined Tikehau Capital in 2020 and currently serves as Head of Capital Markets Strategies. Previously, he served as Head of Fixed Income Management at TOBAM in Paris, which he had joined in 2014. He began his career in 2005 as a portfolio manager for Topaz Fund in New York. In 2008, he joined the capital markets business of Société Générale, also in New York.

Education: HEC Paris, University of Paris I: Panthéon-Sorbonne

Nina Majstorovic

Investment Specialist, Capital Markets Strategies, Tikehau Capital

Nina joined Tikehau Capital in 2021 as an Investment Specialist for Capital Markets Strategies, covering both credit and equity strategies. Previously to joining Tikehau Capital, Nina worked as an Investment Specialist covering European Equity Small & Mid Caps and Convertible Bonds at Groupama Asset Management.

Education: IESEG School of Management

Nina joined Tikehau Capital in 2021 as an Investment Specialist for Capital Markets Strategies, covering both credit and equity strategies. Previously to joining Tikehau Capital, Nina worked as an Investment Specialist covering European Equity Small & Mid Caps and Convertible Bonds at Groupama Asset Management.

Education: IESEG School of Management

Jean-Baptiste Tricot

Chief Investment Officer, AXA

Jean-Baptiste Tricot serves as the Chief Investment Officer at AXA, where he is responsible for overseeing asset and liability management (ALM) and investment activities across both listed and private markets. His leadership extends to total invested assets of approximately €550 billion, covering the life & savings, health, protection, and property & casualty segments. Jean-Baptiste leads a global team comprised of more than 400 professionals.

As a member of the Steering Group for the UN-convened Net-Zero Asset Owner Alliance (NZAOA), Jean-Baptiste plays a pivotal role in guiding AXA's ambitious decarbonization strategy for its investment portfolio. His work supports AXA Group’s commitment to achieving Net Zero emissions.

Prior to his current role, Jean-Baptiste held a variety of positions within AXA in the fields of strategy, investments, and finance. Notably, in 2019, he was appointed Director & CFO of AXA Japan, where he oversaw strategy, finance, and actuarial operations.

Jean-Baptiste began his career at AXA in 2007. He holds a degree in Actuarial Science from CEA (Paris, 2007) and graduated from Télécom Paris in 2002.

Jean-Baptiste Tricot serves as the Chief Investment Officer at AXA, where he is responsible for overseeing asset and liability management (ALM) and investment activities across both listed and private markets. His leadership extends to total invested assets of approximately €550 billion, covering the life & savings, health, protection, and property & casualty segments. Jean-Baptiste leads a global team comprised of more than 400 professionals.

As a member of the Steering Group for the UN-convened Net-Zero Asset Owner Alliance (NZAOA), Jean-Baptiste plays a pivotal role in guiding AXA's ambitious decarbonization strategy for its investment portfolio. His work supports AXA Group’s commitment to achieving Net Zero emissions.

Prior to his current role, Jean-Baptiste held a variety of positions within AXA in the fields of strategy, investments, and finance. Notably, in 2019, he was appointed Director & CFO of AXA Japan, where he oversaw strategy, finance, and actuarial operations.

Jean-Baptiste began his career at AXA in 2007. He holds a degree in Actuarial Science from CEA (Paris, 2007) and graduated from Télécom Paris in 2002.

Charlotte Kan

Moderator and Master of Ceremonies

Charlotte Kan is an international bilingual (English/French) journalist, moderator and Master of Ceremonies with more than 20 years of experience across broadcast media, global conferences and executive communication. A former Bloomberg TV anchor and reporter, she has also worked with leading media organisations including Euronews, Thomson Reuters, RTL and M6. Charlotte regularly hosts and moderates high-level international events on finance, technology, sustainability, geopolitics and leadership, including forums linked to COP summits, Abu Dhabi Sustainability Week, the Women’s Forum, Mobile World Congress and the Astana International Forum. Known as a “Conversation Architect”, she is recognised for creating engaging, human-centred discussions that combine intellectual depth with warmth, authenticity and presence.

Charlotte Kan is an international bilingual (English/French) journalist, moderator and Master of Ceremonies with more than 20 years of experience across broadcast media, global conferences and executive communication. A former Bloomberg TV anchor and reporter, she has also worked with leading media organisations including Euronews, Thomson Reuters, RTL and M6. Charlotte regularly hosts and moderates high-level international events on finance, technology, sustainability, geopolitics and leadership, including forums linked to COP summits, Abu Dhabi Sustainability Week, the Women’s Forum, Mobile World Congress and the Astana International Forum. Known as a “Conversation Architect”, she is recognised for creating engaging, human-centred discussions that combine intellectual depth with warmth, authenticity and presence.

Jurgita Vander Veken

Investment Management & ALM, P&V Insurance

Jurgita Vander Veken manages alternative investment funds portfolio for P&V Assurances, Belgian cooperative insurance company, overseeing a portfolio of over 100 illiquid, closed-ended private equity, infrastructure, real estate, and credit funds on the balance sheet. Before that, managed alternative investment asset allocations for several AXA group operating insurance companies, focusing on real estate, alternative credit, and hedge funds. Graduated from university of Zurich and is a CFA charter holder.

Jurgita Vander Veken manages alternative investment funds portfolio for P&V Assurances, Belgian cooperative insurance company, overseeing a portfolio of over 100 illiquid, closed-ended private equity, infrastructure, real estate, and credit funds on the balance sheet. Before that, managed alternative investment asset allocations for several AXA group operating insurance companies, focusing on real estate, alternative credit, and hedge funds. Graduated from university of Zurich and is a CFA charter holder.

Bruce Pan

Managing Director and Head of Private Debt Investment at China Ping An Insurance Overseas (Holdings) Limited

Mr. Bruce Pan serves as Managing Director and Head of Private Debt Investment at China Ping An Insurance Overseas (Holdings) Limited. In this role, he oversees the firm's global credit investments across North America, Europe, and Asia. His mandate spans a range of credit strategies, including direct lending, mezzanine loans, special situations, and structured credit investments. Prior to joining Ping An in 2013, he was Assistant General Manager at GuangFa Fund Management Company, where he led the firm's overseas investment business. From 2005 to 2009, he served as a Portfolio Manager at SAC Capital Advisors. He began his career at global investment banks in New York City, including Barclays Capital, BNP Paribas, and Lehman Brothers. Mr. Pan received a Ph.D. in Finance and M.S. in Operations Research from Columbia University.

Mr. Bruce Pan serves as Managing Director and Head of Private Debt Investment at China Ping An Insurance Overseas (Holdings) Limited. In this role, he oversees the firm's global credit investments across North America, Europe, and Asia. His mandate spans a range of credit strategies, including direct lending, mezzanine loans, special situations, and structured credit investments. Prior to joining Ping An in 2013, he was Assistant General Manager at GuangFa Fund Management Company, where he led the firm's overseas investment business. From 2005 to 2009, he served as a Portfolio Manager at SAC Capital Advisors. He began his career at global investment banks in New York City, including Barclays Capital, BNP Paribas, and Lehman Brothers. Mr. Pan received a Ph.D. in Finance and M.S. in Operations Research from Columbia University.

Lindee Wong

Director of Climate and Biodiversity

Lindee Wong joined Tikehau Capital in May 2022 to support the implementation of the Group’s climate and biodiversity strategy across its business lines. Her responsibilities include developing the Group’s Net Zero Asset Manager targets and supporting their implementation across all business lines. Prior to her role at Tikehau Capital, Lindee served as the environmental business manager at Allianz Trade, where she was responsible for integrating ESG into insurance activities. She also spent 7 years as a climate change consultant with ERM and Ecofys, where she advised financial, corporate, and public sector clients on climate change strategy, the low-carbon energy transition, and both international and national climate policy. Lindee began her career as a nuclear analyst with the Australian Nuclear Science and Technology Organisation and the French Atomic Energy Commission. She holds a Master of Science in Environmental Technology from Imperial College London and a Bachelor of Science in Mathematics and Physics from the University of Sydney.

Lindee Wong joined Tikehau Capital in May 2022 to support the implementation of the Group’s climate and biodiversity strategy across its business lines. Her responsibilities include developing the Group’s Net Zero Asset Manager targets and supporting their implementation across all business lines. Prior to her role at Tikehau Capital, Lindee served as the environmental business manager at Allianz Trade, where she was responsible for integrating ESG into insurance activities. She also spent 7 years as a climate change consultant with ERM and Ecofys, where she advised financial, corporate, and public sector clients on climate change strategy, the low-carbon energy transition, and both international and national climate policy. Lindee began her career as a nuclear analyst with the Australian Nuclear Science and Technology Organisation and the French Atomic Energy Commission. She holds a Master of Science in Environmental Technology from Imperial College London and a Bachelor of Science in Mathematics and Physics from the University of Sydney.

Fabien Roualdes

Co-Head of the Private Equity Aerospace & Defence Strategy

Fabien Roualdes joined Tikehau Capital in 2022. He currently serves as Co-Head of Tikehau Capital's Private Equity Aerospace & Defence Strategy. Previously, Fabien Roualdes was Director at AlixPartners in Paris. From 2017 to 2020, he was Managing Director of Satys. From 2007 to 2016, Fabien held several management positions in Operations and Programme Management within Safran, both in France and in the US.

Education: ENIT - École Nationale d'Ingénieurs

Fabien Roualdes joined Tikehau Capital in 2022. He currently serves as Co-Head of Tikehau Capital's Private Equity Aerospace & Defence Strategy. Previously, Fabien Roualdes was Director at AlixPartners in Paris. From 2017 to 2020, he was Managing Director of Satys. From 2007 to 2016, Fabien held several management positions in Operations and Programme Management within Safran, both in France and in the US.

Education: ENIT - École Nationale d'Ingénieurs

Agenda

LP Investor Forum 2026 - From resilience to readiness: financing the next chapter.

As inflation, interest rates and geopolitical risks continue to reshape capital allocation, investors are navigating a more nuanced environment, one marked by improving visibility in some segments, continued dislocation in others, and significant dispersion across regions, sectors and asset classes.

In this context, the focus is shifting from pure defensiveness to selective deployment: prioritising resilience, downside protection, liquidity awareness and access to high-conviction opportunities.

Tikehau Capital is well positioned through its leadership in private credit, differentiated capital solutions, and its ability to invest across strategies, geographies and market cycles.

14:05-14:30 Macro and Market Convictions: navigating dispersion, policy uncertainty and reopening opportunity Thomas Friedberger, Co-CEO & CIO, Tikehau Capital

Rate normalisation vs renewed volatility, the return of dispersion across regions and sectors, where private markets can still command illiquidity premia, what a “new cycle” really means for deployment and exits.

14:30-15:00 Navigating private credit: resilience, selectivity and portfolio construction in a more complex market Speakers
Maxime Laurent Bellue, Deputy Chief Executive Officer & Co-Head of Credit, Tikehau Capital
Cécile Mayer-Lévi, Co-Head of Credit & Head of Private Debt, Tikehau Capital
Jean-Baptiste Tricot, Chief Investment Officer, AXA

  • Defaults, amendments and restructurings: what matters now
  • How lenders are underwriting in an era of persistent uncertainty
  • AI, digital infrastructure and software: where conviction is highest, where caution is warranted
  • Duration, liquidity and asset/liability alignment in private portfolios
  • Europe’s mid-market opportunity set in a more fragmented global economy

Moderator: Charlotte Kan.

15:00-15:30 Breakout Sessions - attendees to choose between:
1. Private Equity at the heart of resilience: investing in sovereignty.
2. Markets in 2026 : powerful tailwinds, very real risks.

  1. Private Equity at the heart of resilience: investing in sovereignty.
    • How has geopolitics reframed sovereignty in energy and aerospace & defence?
    • Is sovereignty now investable — and where can private equity add distinctive value?
    Moderator: Lindee Wong, Director of Climate and Biodiversity, Tikehau Capital.
    • Fabien Roualdes, Co-Head of Aerospace & Defence, Tikehau Capital
    • Pierre Abadie, Group Climate Director & Co-head of the Private Equity Decarbonisation Strategy, Tikehau Capital
  2. Markets in 2026 : powerful tailwinds, very real risks

    Markets continue to benefit from remarkably strong fundamental support: the resilience of economies and businesses, fiscal support, as well as AI-related investment and its effects on innovation and productivity. That said, geopolitical, energy, inflationary and credit risks call for vigilance. Our framework for investing in today’s markets.

    • Macroeconomic outlook: Could the return of inflation derail the global economy? How will central banks respond?
    • Equity and fixed income markets: Will corporate earnings growth prove resilient in the face of the energy crisis? How should investors position around the AI theme? Can Europe seize the opportunity? Is carry still a strategy to favor?
    • Asset allocation: Which asset classes, sectors and geographies should be prioritized in a portfolio?

16:00-16:35 LP Panel #1 Real Estate rebound: Signs of a new cycle beyond the downturn

Moderator: Steffen Meinshausen Executive Director, Head of Real Estate Germany, Tikehau Capital
  • David Chang, CEO, IGIS Europe
  • Jurgita Vander Veken, Investment Management & ALM, P&V Insurance
  • Matthijs Storm, CEO, Wereldhave

16:35-17:10 LP Panel #2 Credit allocations in transition: where LPs are increasing conviction, and where they remain cautious

Moderator: Charlotte Kan
  • Bruce Pan, Managing Director and Head of Private Debt, Ping An Overseas Holdings
  • Sam Cho, General Manager, Overseas Alternative Investment, Kyobo Life
  • Xevi Moreno Tarres, CIO, HNA

17:30-18:00 Keynote Speech – Patrick Pouyanné, Chairman and CEO - TotalEnergies Theme: Energy, sovereignty and strategic investment in an age of fragmentation

  • Energy security and competitiveness
  • Electrification, storage and grid resilience
  • Industrial sovereignty and supply-chain resilience
  • Defence, cyber and critical infrastructure
  • The relationship between strategic autonomy and the cost of capital
  • Europe’s investment agenda in a less predictable world

Why Attend?

Learn

Learn

Gain unparalleled insights from Tikehau Capital experts, industry specialists and entrepreneurs and discover actionable insights to enhance your investment approach.

Engage

Engage

Participate in focused roundtable sessions and panels led by industry experts, covering crucial topics such as the role of technology in investments, our investment expertise and asset allocation strategies.

Engage

Network

Network

Connect with peers and industry leaders, build valuable relationships and explore collaboration opportunities in a dynamic environment.

Network

Location

Location

Pavillon d'Armenonville

1 Allée de Longchamp
75116 Paris
France

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LP Investor Forum 2026

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If you have any questions about the Tikehau Capital LP Investor Forum 2026 please contact us.

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