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Key Sessions

Gautam Bhandari

Keynote address: The role of private infrastructure in driving global growth

I Squared Capital

Emil W. Henry Jr.

Keynote address: Value-added infrastructure investing

Tiger Infrastructure Partners

Showing of Streams
Showing of Streams
10:40 - 11:10

Morning coffee and networking break

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Showing of Streams
Showing of Streams
Showing of Streams
15:40 - 16:10

Afternoon tea

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Showing of Streams
17:15 - 18:45

Networking drinks reception

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08:15 - 09:15 60 mins
Info
Fund Managers Only
Fund Managers only closed door networking breakfast

Informative & invaluable networking for GPs

By invitation only

08:20 - 09:00 40 mins
Day 1
Registration and morning coffee
09:00 - 09:10 10 mins
Day 1
Chair’s opening welcome
  • Chair Julia Prescot - Co-founder & Chief Strategy Officer, Meridiam Infrastructure
09:10 - 09:40 30 mins
Day 1
Keynote address: The role of private infrastructure in driving global growth
  • Gautam Bhandari - Managing Partner, I Squared Capital
09:40 - 10:10 30 mins
Day 1
National Infrastructure Assessment one year on: What are the next steps?
  • Andy Green - Commissioner, National Infrastructure Commission
10:40 - 11:10 30 mins
Morning coffee and networking break
11:10 - 11:40 30 mins
Info
Day 1
“Horses for Courses”: Direct vs indirect and co-investment access to infrastructure investment opportunities
  • Moderator Mark Weisdorf - Managing Partner , Mark Weisdorf Associates
  • Panellists Yves Meyer Buelow - Managing Director, Allianz Capital Partners
  • Ralph Berg - Global Head of Infrastructure, OMERS
  • Dominik von Scheven - Senior Investment Manager, HSBC Alternative Investments
  • Christoph Manser - Head of Infrastructure Investments, Swiss Life Asset Managers

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?  

11:40 - 12:10 30 mins
Info
Day 1
Investor allocations today: What are the drivers of investor interest in infrastructure and where will they be putting their capital to work?
  • Moderator Uwe Fleischhauer - Founding Partner and Managing Director, YIELCO Investments
  • Panellists Recep Kendircioglu - Senior Managing Director, Bong & Corporate Finance Group, John Hancock
  • Niyamat Fazal - CFO, DWS Infrastructure
  • Rishi Pabari - Head of Investor Relations, Icon Infrastructure

Investor 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 investors bullish on private equity infrastructure as a long-term investment or are we nearing the top of the market cycle?

12:10 - 12:30 20 mins
Day 1
Keynote address: Value-added infrastructure investing
  • Emil W. Henry Jr. - CEO & Managing Partner, Tiger Infrastructure Partners
12:30 - 13:00 30 mins
Info
Day 1
Infrastructure investing in emerging markets – how do investors perceive it and how does the attractiveness of Asia, Africa and LatAm compare?
  • Moderator Ziad Sarkis - Director of Financial Research, Alternative Investments Initiative, The Wharton School - University of Pennsylvania
  • Panellists Viktor Kats - Ex Co-Head, IFC Global Infrastructure Fund
  • Gregory Bowes - Co-Founder & Managing Principal, Albright Capital Management
  • Renato Mazzola - Managing Partner, BTG Pactual
  • Andre Sales - Partner, Patria

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?

13:00 - 14:10 70 mins
Day 1
Lunch and networking break
13:00 - 14:10 70 mins
Diversity Lunch
Diversity, talent and inclusion in infrastructure: how, when and where?
  • Roundtable Hosts Verena Kempe - Co-Head, Private Equity, Feri Trust
  • Pooja Goyal - Partner and Head of Renewable and Sustainable Energy Team, The Carlyle Group
14:10 - 14:40 30 mins
Info
Day 1
Bringing infrastructure ESG and sustainability issues into the mainstream
  • Moderator Rick Walters - Director, Infrastructure, GRESB
  • Panellists Robert Wall - Partner, Hermes Investment Management
  • Ethan Levine - Managing Director & Co-Head of Natural Resources, Commonfund Capital
  • Esther Peiner - Managing Director, Private Infrastructure Europe, Partners Group
  • Angela Roshier - Partner & Head of Asset Management, DIF

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?

14:40 - 15:10 30 mins
Info
Day 1
New Data Presentation
  • Frederic Blanc-Brude - Director, EDHECinfra

 A market index to measure the fair value and risks of unlisted infrastructure equity investments: 2019 Q2 release

15:10 - 15:40 30 mins
Info
Day 1
Analysing the pros and cons of different infrastructure models: Who wants to own core infrastructure anymore? Is core plus the new core?
  • Moderator Gwenola Chambon - Head of Infrastructure Funds, Mirova
  • Panellists Hugh Crossley - CIO, Equitix
  • Ian Berry - Head of Infrastructure Equity, Aviva Investors
  • Richard Sem - Partner, Infrastructure & Real Assets Team, Pantheon

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?

15:40 - 16:10 30 mins
Afternoon tea
16:10 - 16:40 30 mins
Info
Day 1
Tackling the mid market
  • Moderator Sudeep Mishra - Managing Director & Co-Founder, TresVista
  • Panellists Mark McComiskey - Partner, Avaio Capital
  • Elena Savostianova - Managing Partner, Ember Infrastructure Partners
  • Justin Bower - Founding Partner, FirstPoint Equity
  • Jed Brawley - Director, Deutsche Asset Management

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

16:10 - 17:10 60 mins
Info
Institutional Investors Only
Engaged Conversation

Institutional investors only session

Closed door Q&A Session

By invitation only

16:40 - 17:10 30 mins
Info
Day 1
Telecom sector: Still the new kid in town?
  • Panellists Verena Kempe - Co-Head, Private Equity, Feri Trust
  • Christopher Ehrke - Partner, Arcus Infrastructure Partners
  • Ed Clarke - Director & Co-Founder, Infracapital

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

17:10 - 17:15 5 mins
Day 1
End of Main Conference Day One
17:15 - 18:45 90 mins
Networking drinks reception