IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa
08:20 - 08:50 30 mins
Main agenda
Registration and morning coffee
08:50 - 09:00 10 mins
Main agenda
Chairman's opening welcome
  • James Wardlaw - Partner, Campbell Lutyens
more
09:00 - 09:30 30 mins
Main agenda
Broken politics, solid infrastructure: The implications of risk, demography and income for investment
  • Lord Mark Malloch-Brown - Senior Policy Advisor, I Squared Capital
more
09:30 - 10:00 30 mins
Main agenda
Examining the implications of recent shifts in global political and regulatory risk
  • Moderator Eugene Zhuchenko - Executive Director, Long-Term Infrastructure Investors Association
  • Panellists Peter Taylor - Co Head, Global Infrastructure Opportunity Fund, The Carlyle Group
  • Laurence Monnier - Head of Infrastructure Debt, Aviva Investors
  • Jason Zibarras - Founding Partner, Afgo Infrastructure Partners
  • Ross M. Posner - Managing Partner, Ridgewood Infrastructure
more

Where are the new risks and opportunities for the infrastructure sector?

10:00 - 10:30 30 mins
Main agenda
The next generation of infrastructure: What role will private capital play in developing the next generation of infrastructure when “no normal” is the new normal?
  • Moderator Matthew Jordan Tank - Head of Infrastructure Policy & Project Preparation, EBRD
  • Panellists Gershon Cohen - Global Head of Infrastructure Funds, Aberdeen Asset Management
  • Hakim Drissi - Managing Director, Wren House Infrastructure
  • Gregory J. Smith - President & CEO, InstarAGF Asset Management
  • Tony Mallin - CEO, STAR Capital
more

Addressing the challenges of increasing urbanisation, maturity of emerging markets and aging population, combined with  the new risk issues of stranded assets, disruptive technology, changing regulation and significant competition for assets from new entrants  

10:30 - 11:00 30 mins
Main agenda
Morning coffee and networking break
11:00 - 11:20 20 mins
Main agenda
Opportunities in U.S. infrastructure
  • Ian Schapiro - Managing Director and Portfolio Manager of Power Opportunities and Infrastructure Investing Strategies, Oaktree Capital Management
more
11:20 - 11:50 30 mins
Main agenda
Effect of disruptive technology on long term investing
  • Moderator Robert Wall - Partner, Hermes Infrastructure
  • Panellists Verena Kempe - Director, Private Equity, Feri Trust GmnH
  • Boe Pahari - Global Head of Infrastructure Equity, Managing Partner, AMP Capital
  • Mathias Burghardt - Head of Infrastructure Group, Ardian
more

What is the long term outlook for investing in an environment of disruptive change? To what extent will deal structuring and fund models need to evolve and how can incumbent players react effectively to these changes?

11:50 - 12:20 30 mins
Main agenda
Fireside chat: What is the future of infrastructure investing as changing market forces redefine the risk-return dynamic of the asset class?
  • Interviewer James Wardlaw - Partner, Campbell Lutyens
  • In conversation with Raj K. Agrawal - Member, Head of Infrastructure, KKR
more
12:20 - 13:30 70 mins
Main agenda
Lunch and networking break
13:30 - 13:50 20 mins
Main agenda
Data presentation: How are LPs disrupting to tackle the challenges of more capital and pressure on returns?
  • Axel Buchner - Associate Professor of Finance and Scientific Director, CEPRES – The Investment Decision Platform
more

Tracking the shift in the LP due diligence processes to technology based investment management frameworks


13:50 - 14:20 30 mins
Main agenda
The changing definition of the infrastructure asset class
  • Moderator Adam Hain - Senior Managing Director, Macquarie Capital
  • Panellists Werner von Guionneau - CEO, InfraRed Capital Markets
  • Gwenola Chambon - Head of Infrastructure Funds, Mirova
  • Dmitriy Antropov - Senior Vice President, Private Infrastructure, Partners Group
  • Hugh Crossley - Chief Investment Officer, Equitix
more

How is the infrastructure asset class evolving? Highlighting new trends, developing new sources of capital and funding approaches, assessing more innovative & sophisticated approaches to investment strategies and redefining what is “core” and what is “non-core” infrastructure

14:20 - 14:50 30 mins
Main agenda
Is now the right time to be a global infrastructure investor?
  • Moderator Dr Patricia Rodrigues - Senior Director, PSP Investments
  • Panellists Gregory Bowes - Co-Founder & Managing Partner, Albright Capital Management
  • Bernd Schumacher - Director, Infrastructure Investments, Golding Capital Partners
  • Gautam Bhandari - Founding Partner, I Squared Capital
  • Lubomir Varbanov - Head of New Business, Infrastructure & Natural Resources APAC, IFC
  • Renato Mazzola - Managing Partner & Head of Infrastructure, BTG Pactual
more

Examining how exposure to emerging markets contributes to a balanced portfolio

14:50 - 15:20 30 mins
Main agenda
Afternoon tea and networking break
15:20 - 15:50 30 mins
Main agenda
ESG and the long term ownership of infrastructure assets
  • Moderator Katharina Schneider-Roos - CEO, Global Infrastructure Basel (GIB)
  • Panellists Mark Mansley - CIO, Brunel Pension Partnership Ltd
  • Annabel Wiscarson - Executive Director, IFM Investors
  • Daniel Green - Senior Director, Private Markets EMEA, Meketa Investment Group
  • Stephen O'Shea - Director, European Direct Infrastructure, First State Investments
more

How do LPs evaluate the ESG strategy of a fund manager? How does ESG help identify risks and opportunities for value creation?

15:50 - 16:25 35 mins
Main agenda
Successful exits in the infrastructure marketplace
  • Moderator Uwe Fleischhauer - Founder & Managing Partner, Yielco Investment
  • Panellists Renaud de Matharel - CEO & Managing Partner, Cube Infrastructure
  • Paul Malan - Senior Partner, iCON Infrastructure
  • Andreas Huber - Partner, EQT Partners
  • Ed Clarke - Co-Founder, Infracapital
more

Different case studies of exits in a long term asset class: maximising value in your route to realisation

16:25 - 16:40 15 mins
Main agenda
Data presentation: Allocation behaviour of LPs
  • Elliot Bradbrook - Head of Investor Research, Preqin
more
16:40 - 17:10 30 mins
Main agenda
Data presentation: allocation behaviour of LPs - followed by panel discussion: fundraising and the evolution of the LP/GP relationship
  • Data Presentation & Panel Moderator Elliot Bradbrook - Head of Investor Research, Preqin
  • Panellists Aymeric Paul - Partner, Infrastructure, Access Capital
  • David Beamish - Principal, Infrastructure & Real Assets, Stepstone Global
  • Joseph Blum - Partner, Global Infrastructure Partners
more

How can direct investors be persuaded to allocate capital to external managers? Fees, transparency, internal resources, deal flow – what are the priorities when choosing an investment platform? How can managers overcome the challenges of capital concentration when fundraising & what are the most effective fundraising strategies?

17:10 - 18:35 85 mins
Main agenda
Networking drinks reception
18:30 - 18:30 0 mins
Main agenda
End of Main Conference Day 1