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TBF
investor
DAY

THANK YOU

for joining us at the TBF INVESTOR DAY

It was a great pleasure to welcome so many of you to our very first TBF INVESTOR DAY.

At the heart of the TBF INVESTOR DAY were the profound changes reshaping our energy landscape: the growing energy demand driven by artificial intelligence, data centers and automation is converging with the accelerated expansion of renewable energy and the need for infrastructure capable of keeping pace with this rapid transformation. This makes one thing clear: high-performance power grids, additional capacity, innovative energy storage solutions and security of supply will be critical to powering the economy of the future

Throughout the day, leading experts shared their insights on energy infrastructure, data centers and emerging trends such as robotics.
We hope the event and the conversations throughout the day provided you with valuable insights and fresh perspectives.

As soon as the videos are available, they will be published here.

Thank you for joining us. We look forward to welcoming you again – especially at our next TBF INVESTOR DAY.

Your TBF Team

TBF

SMART

POWER

Der TBF INVESTOR DAY in 90 Sekunden:

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TO OUR EVENTS

Eine neue Energiewelt entsteht:

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zum TBF SMART POWER

The videos will follow ...

Among the speakers are:

Das Bild zeigt Henrik Andersen von Vestas Group

Henrik Andersen

CEO, Vestas Wind Systems A/S

Henrik Andersen has served as Chief Executive Officer of Vestas since 2019, leading one of the world’s foremost providers of sustainable energy solutions and wind power technologies, headquartered in Denmark. In his role, he is responsible for the company’s strategic direction and execution and plays a key role in advancing the global transition toward renewable energy.

With extensive international leadership experience across the energy, industrial, and infrastructure sectors, he combines strategic vision with a strong focus on sustainability and innovation. Under his leadership, Vestas continues to strengthen its position as one of the world’s leading players in the energy transition.
Das Bild zeigt Daniel Gyoery von Infineon

Daniel Györy

Senior Director of Investor Relations, Infineon Technologies AG

Daniel Györy leads the Investor Relations team at Infineon, a global semiconductor leader headquartered in Munich. In his role, he is responsible for the company’s strategic capital markets communications and positions Infineon in its dialogue with international investors and financial analysts.

He combines extensive expertise in investor relations with a deep understanding of technology and the natural sciences. Since joining Infineon in 2021, he has been actively driving the development of the company’s investor relations activities and assumed leadership of the team in 2022.
Das Bild zeigt Tobias Marcks von Siemens Energy

Tobias Marcks

Investor Relations, Siemens Energy AG

Tobias Marcks joined the Investor Relations team of Siemens Energy AG in October 2024. He has almost 25 years of experience in different functions and was globally active for Siemens AG and Siemens Gamesa Renewable Energy.

His positions included Head of Controlling of Siemens Gamesa (2024-2018), CFO of Energy Management in Santiago de Chile (2015-2018), Audit Director for Latin America in Mexico (2012-2015), and six years in the road traffic business of which the last three as Global Product Manager in Beijing and before that different roles in Athens, Munich and Augsburg.

He holds a diploma of industrial engineering and management (Dipl.-Ing.oec.) from TU Hamburg-Harburg, University of Hamburg and FH Hamburg.
Das Foto zeigt Torben Kleinfeldt der Friedrich Vorwerk Group SE

Torben Kleinfeldt

CEO, Friedrich Vorwerk Group SE 

Torben Kleinfeldt is CEO and shareholder of Friedrich Vorwerk Group SE, a publicly listed energy infrastructure company headquartered in Tostedt, Germany. A graduate in both engineering and business administration, he has been with Friedrich Vorwerk since the early 2000s and has served on the company’s management team since 2007. As CEO, he is particularly responsible for the company’s strategic development and internationalization, as well as strategic sales, procurement, engineering, and legal & compliance. Under his leadership, Friedrich Vorwerk has positioned itself as a key provider supporting the transformation of Europe’s energy infrastructure, particularly in the areas of power grids, hydrogen, and natural gas. Kleinfeldt is also a shareholder in the company.

Christophe Hannequin

CFO, Schaeffler AG

Christophe began his career in finance roles across North America and Europe. With extensive leadership experience among others at Plastic Omnium and Michelin, he has shaped global finance strategies across industries. Between 2022 and 2024, he was CFO at the JCB Group in Great Britain, a leading manufacturer of construction, industrial, and agricultural machinery. Christophe took over the CFO position at Schaeffler AG in September 2025. He is responsible for Finance and IT.

Agenda

Agenda herunterladen

Registration including breakfast

08:00 – 08:45 a.m.

Welcome by Peter Dreide, CEO

08:45 – 08:55 a.m.

Siemens Energy AG, Tobias Marcks,
Investor Relations

09:00 - 09:50 a.m.

Vestas Wind Systems A/S, Henrik Andersen,
CEO

10:00 - 10:50 a.m.

Friedrich Vorwerk Group SE,
Torben Kleinfeldt, CEO

11:00 - 11:50 a.m.

Lunchtime Presentation DGWA (Raw Materials),
Stefan Müller, CEO

12:00 – 1:20 p.m.

Infineon Technologies AG, Daniel Györy,
Senior Director of Investor Relations

1:30 – 2:20 p.m.

Hitachi Ltd., Yuichi Izumisawa,
Investor Relations Manager

2:30 – 3:20 p.m.

Schaeffler AG, Christophe Hannequin,
CFO

3:30 – 4:20 p.m.

Closing remarks

4:20 – 4:30 p.m.

get together with a live presentation of humanoids

4:30 - 5:30 p.m.

register
now

CONTACT

We are happy to assist you.
Even after the TBF INVESTOR DAY, we are happy to answer any questions you may have. Simply get in touch with us by phone or email – we are here for you!
Das Bild zeigt TBF Teamassistentin Nicole Nagel in Portraitaufnahme
Das Bild zeigt TBF Vertriebsmanager Tim Schreiter in Portraitaufnahme

Concierge Desk

We are here for you.

SEPTEMBER 15, 2026

At the Güterbahnhof Bad Homburg, Horexstraße 1

We are pleased to invite you on Tuesday, September 15, 2026, to our new event format, the TBF Investor Day, in Bad Homburg.

The focus will be on topics related to our popular and award-winning investment fund TBF Smart Power. The highlights of this diverse day include energy infrastructure, data centers, and trends such as robotics. You can look forward to seven high-caliber expert presentations from industry and academia, as well as exciting live demonstrations of humanoid robots.

Due to the limited number of participants, we kindly ask you to respond at your earliest convenience by completing the pre-registration.

We look forward to welcoming you to the TBF INVESTOR DAY and to an engaging and inspiring day together.

Your TBF Team

TBF

SMART

POWER

register
now

Among the speakers are:

Das Bild zeigt Henrik Andersen von Vestas Group

Henrik Andersen

CEO, Vestas Wind Systems A/S

Henrik Andersen has served as Chief Executive Officer of Vestas since 2019, leading one of the world’s foremost providers of sustainable energy solutions and wind power technologies, headquartered in Denmark. In his role, he is responsible for the company’s strategic direction and execution and plays a key role in advancing the global transition toward renewable energy.

With extensive international leadership experience across the energy, industrial, and infrastructure sectors, he combines strategic vision with a strong focus on sustainability and innovation. Under his leadership, Vestas continues to strengthen its position as one of the world’s leading players in the energy transition.
Das Bild zeigt Daniel Gyoery von Infineon

Daniel Györy

Senior Director of Investor Relations, Infineon Technologies AG

Daniel Györy leads the Investor Relations team at Infineon, a global semiconductor leader headquartered in Munich. In his role, he is responsible for the company’s strategic capital markets communications and positions Infineon in its dialogue with international investors and financial analysts.

He combines extensive expertise in investor relations with a deep understanding of technology and the natural sciences. Since joining Infineon in 2021, he has been actively driving the development of the company’s investor relations activities and assumed leadership of the team in 2022.
Das Bild zeigt Tobias Marcks von Siemens Energy

Tobias Marcks

Investor Relations, Siemens Energy AG

Tobias Marcks joined the Investor Relations team of Siemens Energy AG in October 2024. He has almost 25 years of experience in different functions and was globally active for Siemens AG and Siemens Gamesa Renewable Energy.

His positions included Head of Controlling of Siemens Gamesa (2024-2018), CFO of Energy Management in Santiago de Chile (2015-2018), Audit Director for Latin America in Mexico (2012-2015), and six years in the road traffic business of which the last three as Global Product Manager in Beijing and before that different roles in Athens, Munich and Augsburg.

He holds a diploma of industrial engineering and management (Dipl.-Ing.oec.) from TU Hamburg-Harburg, University of Hamburg and FH Hamburg.
Das Foto zeigt Torben Kleinfeldt der Friedrich Vorwerk Group SE

Torben Kleinfeldt

CEO, Friedrich Vorwerk Group SE 

Torben Kleinfeldt is CEO and shareholder of Friedrich Vorwerk Group SE, a publicly listed energy infrastructure company headquartered in Tostedt, Germany. A graduate in both engineering and business administration, he has been with Friedrich Vorwerk since the early 2000s and has served on the company’s management team since 2007. As CEO, he is particularly responsible for the company’s strategic development and internationalization, as well as strategic sales, procurement, engineering, and legal & compliance. Under his leadership, Friedrich Vorwerk has positioned itself as a key provider supporting the transformation of Europe’s energy infrastructure, particularly in the areas of power grids, hydrogen, and natural gas. Kleinfeldt is also a shareholder in the company.

Christophe Hannequin

CFO, Schaeffler AG

Christophe began his career in finance roles across North America and Europe. With extensive leadership experience among others at Plastic Omnium and Michelin, he has shaped global finance strategies across industries. Between 2022 and 2024, he was CFO at the JCB Group in Great Britain, a leading manufacturer of construction, industrial, and agricultural machinery. Christophe took over the CFO position at Schaeffler AG in September 2025. He is responsible for Finance and IT.

Agenda

Agenda herunterladen

Registration including breakfast

08:00 – 08:45 a.m.

Welcome by Peter Dreide, CEO

08:45 – 08:55 a.m.

Siemens Energy AG, Tobias Marcks,
Investor Relations

09:00 - 09:50 a.m.

Vestas Wind Systems A/S, Henrik Andersen,
CEO

10:00 - 10:50 a.m.

Friedrich Vorwerk Group SE,
Torben Kleinfeldt, CEO

11:00 - 11:50 a.m.

Lunchtime Presentation DGWA (Raw Materials),
Stefan Müller, CEO

12:00 – 1:20 p.m.

Infineon Technologies AG, Daniel Györy,
Senior Director of Investor Relations

1:30 – 2:20 p.m.

Hitachi Ltd., Yuichi Izumisawa,
Investor Relations Manager

2:30 – 3:20 p.m.

Schaeffler AG, Christophe Hannequin,
CFO

3:30 – 4:20 p.m.

Closing remarks

4:20 – 4:30 p.m.

get together with a live presentation of humanoids

4:30 - 5:30 p.m.

register
now

CONTACT

We are happy to assist you.
If you have any questions about the event, the program, or the overall schedule, we will be glad to answer them. Simply contact us by phone or email – we are here for you!
Das Bild zeigt TBF Teamassistentin Nicole Nagel in Portraitaufnahme
Das Bild zeigt TBF Vertriebsmanager Tim Schreiter in Portraitaufnahme

Concierge Desk

We are here for you.
  • TBF Sales and Marketing GmbH
    Mühlenhof 7 – 9
    40721 Hilden
  • +49 40 / 308 533 50
  • info@tbfsam.com
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Pre-registration

Please enter your personal information so you can pre-register for our TBF INVESTOR DAY. Pre-registration does not constitute a binding confirmation of participation.

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Annette Jäger

Sustainable finance manager
The trained banker began her professional career as a private customer advisor at Dresdner Bank AG in Fulda.

She has 25 years of experience in supporting wealthy private clients in all aspects of asset investment and structuring. In addition to Dresdner Bank AG Deutschland, Dresdner Bank Luxembourg S.A. was also included. and asset management at Sparkasse Bodensee are among her many years of experience.

After successfully completing her studies in business law – sustainability and ethics, she specialized in the area of ​​sustainable finance.
Since the beginning of 2021, she has been responsible for ESG at TBF Global Asset Management GmbH as Sustainable Finance Manager.
Das Bild zeigt TBF Risikomanagerin Birgit Kluge in Portraitaufnahme

Birgit Kluge

Risk manager
Birgit Kluge has been part of the TBF team since May 2011. At the beginning she took responsibility for fund accounting, where she kept the order books and ensured securities settlement.

She was also responsible for futures and foreign exchange trading.
In 2017 she successfully completed the DVFA program AIM - Applied Investment Management to become a certified portfolio advisor.

Birgit Kluge is currently working in risk management at TBF. Here she is responsible, among other things, for monitoring and adhering to the investment limits of our funds.

Dennis Hordorff

CEO (TBF Global Asset Management)
Over the course of his professional career, Dennis Hordorff gained experience at several international banks, including HSBC Trinkaus & Burkhardt and Société Générale. His areas of focus were Equity Capital Markets and Global Markets.

He complemented his bachelor's degree in Business Administration with a master's degree in Finance from the Frankfurt School of Finance & Management and EBS University of Business and Law.

Dennis Hordorff has been with TBF since 2018. After starting in multi-asset trading, he initially took charge of risk management, where he was specifically responsible for managing and further developing the risk models for TBF funds—including the Q-Factor. He was subsequently appointed Head of Operations. Today, Dennis Hordorff is a member of TBF’s executive management.

Thomas Pfeifle

Fund manager
Thomas Pfeifle is a portfolio manager at TBF and is responsible for portfolio construction and monitoring, as well as the identification of global best ideas in the equity sector.

His academic background includes a trilingual degree in international business administration at the HFU Business School, supplemented by a semester abroad at the Grande École Léonard de Vinci in Paris. He completed his Master of Science in Management at the University of Mannheim with a focus on finance and philosophy. During his master's degree in Mannheim, he gained valuable experience in portfolio management and trading as an intern and working student at TBF before joining the team as a portfolio manager in February 2025.




Michael Zanker

Fund manager
Michael Zanker began his career in the financial industry with a dual degree program at the DHBW Karlsruhe, specializing in banking. After completing his bachelor's degree, he specialized in private banking at Volksbank Pforzheim, with a focus on securities advisory.

In 2018, he began his Master of Science in International Finance, which he completed with distinction for his academic achievements. He subsequently worked as a portfolio manager in asset management at Sparkasse Pforzheim Calw. His responsibilities included strategic and tactical asset allocation for three multi-asset funds and the management of foundation portfolios. In addition to global stock selection, he implemented fundamental models for company valuation and quantitative methods for managing portfolio risk in the investment process for managing the multi-asset funds.

Since April 2023, Michael Zanker has been working as a portfolio manager for TBF Global Asset Management GmbH, complementing the team on the fixed income and equity side.
Das Bild zeigt TBF Fondsmanager Maximilian Dreide in Portraitaufnahme

Maximilian Dreide

CEO (TBF Sales and Marketing)
Maximilian Dreide developed a passion for IT early on during his Bachelor's degree in Business Administration at the University of Frankfurt. He was able to deepen his expertise through student trainee positions at a Frankfurt-based FinTech startup, the brokerage firm Jefferies, the automotive supplier Leoni, and TBF.

From 2020 to 2023, he gained further technical product and project management experience at Swisscom, Switzerland's largest IT service provider.

Since January 2023, Maximilian Dreide has rejoined the TBF team, contributing new ideas and expertise to the management of TBF GLOBAL TECHNOLOGY.

Additionally, since July 2026, he has assumed the role of CEO of TBF Sales and Marketing.

Daniel Dreher

Fund manager
After completing his apprenticeship as a banker at Volksbank Baden-Baden Rastatt eG, he immediately began a trainee program to become a securities specialist in Volksbank's Private Banking division. After completing the trainee program in 2011, he was initially responsible for the bank's product portfolio as a securities specialist before becoming an advisor to wealthy private clients within the Private Banking division.

He began studying part-time in 2010, successfully completing his Bachelor of Arts in Finance and Management. In 2017, he completed his Master of Science in General Management. He counts his internship in Group Treasury at DZ BANK AG in New York as one of the most important and valuable experiences he had during his studies.

Since October 2017, he has been employed as portfolio manager at TBF Global Asset Management GmbH and is in charge of defensive mandates most importantly the segment of European special situations.
Das Bild zeigt TBF Senior Fondsmanager Sebastian Schütt in Portraitaufnahme

Sebastian Schütt

Head of trade
After his apprenticeship as a banker at Dresdner Bank AG in Frankfurt am Main, he studied international business administration. This was followed by positions as a sales trader/stock broker at well-known and internationally operating institutions, including Cantor Fitzgerald International, where he worked most recently as a partner.

From 2010 to 2013, he was in charge of setting up institutional stock trading in Frankfurt am Main for Hauck & Aufhäuser Privatbankiers, focusing on small and mid caps. Similar positions in other institutions then followed. Most recently, he was employed at BNY Mellon at the multi-asset trading desk.

TBF has benefited from his expertise since December 2017. He is primarily responsible for further developing portfolio management processes and TBF's trading standards.

Patrick Vogel

Senior fund manager
Patrick Vogel began his career at Deutsche Bank/DWS. There he worked as a portfolio manager in the equities, multi-asset and fixed income sectors. He then worked at MainFirst for more than ten years. Patrick Vogel was part of the Global Equities / Multi Asset team for a long time and was appointed to the Management Board as Head of Portfolio Management in 2021. He was responsible for the implementation of sustainability approaches. He completed his Master's degree at the Frankfurt School of Finance & Management and is also a Certified Expert in Sustainable Finance.

Patrick Vogel joined TBF in January 2023 as Head of Strategic Asset Management and Senior Portfolio Manager.

Roman Kostal

Senior fund manager
Roman Kostal has over 25 years of experience in managing global fixed income funds and mandates. Previously, he was responsible for the management of global fixed income funds and mandates with an active currency approach at MainFirst, Eaton Vance and Oechsle International, primarily for institutional clients. Roman holds a bachelor's degree in economics from the University of Ostrava (Czech Republic) and a degree in business administration from the University of Regensburg. He is also a certified European Financial Analyst (CEFA).

Roman Kostal joined TBF as Senior Fund Manager in December 2022.

Roman Kostal

Senior fund manager
The graduate in economics and business administration began his investment career in 1987 at Bankers Trust, followed by positions at JP Morgan and Dresdner Kleinwort. At Ethenea Independent Investors, he was CIO and lead manager for global bonds in developed nations for eleven years. He played a key role in the company's success and was able to deliver decisive added value for all bond portfolios with his approaches.

He has been part of the TBF team since August 2019. As Senior Portfolio Manager and CEO, he is responsible for all of TBF's bond investments together with his colleague Roman Kostal.
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Peter Dreide

CIO and founder
Peter Dreide was characterized at an early stage by his determination and sense of responsibility. So it was only natural that the later founder and CIO of TBF Global Asset Management GmbH moved to Canada to take on new challenges in 1992. He started his career as an investment consultant at Deutsche Bank AG. In Canada, he worked for McLean McCarthy in the institutional brokerage sector and headed the International Sales department for German clients.

This was followed by senior positions at Barclays de Zoete Wedd, Deutsche Morgan Grenfell in London and Head of Domestic and International Sales at Deutsche Bank Securities in Canada.

He moved back to Germany with his wife and three children and founded his own company, TBF Global Asset Management GmbH, in 2000. Since then he acts as Chief Investment Officer.
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