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The role of private infrastructure in driving global growth
Predicting the effect on the infrastructure sector of the increased use of data and analytics to unlock operational efficiencies, the reassertion of public sector control and increased regulation, competition for new technologies and sustainability going mainstream
How can investors best gain access to the infrastructure investment market? How are platforms and partnerships allowing investors to acquire direct expertise and what are the effects of increased competition on the asset class?
LP considerations when constructing an optimum real asset portfolio: what are the best strategies, geographies, sectors and property types? Are pure-play or diversified funds a better fit for your portfolio? Are LPs bullish on private equity infrastructure as a long-term investment or are we nearing the top of the market cycle?
How do the investment teams and the industry as a whole compare to other asset classes like PE or RE? How can the asset class appeal to the next generation of talent, and what do investors want to see from their fund managers?
Is it always greenfield? And if so, is greenfield always riskier? What about infrastructure lite in emerging markets? And what of currency risk? How are advances in technology impacting the development opportunities? To what extent will political shifts in the West impact emerging markets? How can investors navigate the diverse regulatory frameworks across regions and which regions are the most open and encouraging toward foreign investment?
Does infrastructure always qualify as ESG compliant? How can you make the case for your fund? What does it require to be considered a social impact fund? How does ESG help identify risks and opportunities for value creation and performance and how do investors evaluate the ESG strategy of a fund manager?
Examining the attractiveness of mid market versus large core assets in the context of deals, entry multiples and leverage. Is a global or local approach more likely to provide opportunities? Predicting the most attractive assets up for sale in 2019
To what extent will core infrastructure suffer the most if interest rates rise and return requirements adjust upwards? Do current levels of risk and return make sense? Has core moved outside the infra fund space into direct ownership? What are the most successful strategies for finding value in a downturn?
Will the capex requirements fuel major allocations in the current vintage funds/direct portfolios? what counts as “telco infra“? Risk/return profiles in the market and asset management opportunities