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Informa
08:20 - 09:00 40 mins
Registration and morning coffee
09:00 - 09:10 10 mins
Day 1
Chairman’s opening welcome
09:10 - 09:40 30 mins
Info
Day 1
Fireside Chat

The role of private infrastructure in driving global growth

09:40 - 10:10 30 mins
Day 1
National Infrastructure Assessment one year on: What are the next steps?
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

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
LP strategies for 2019: what are the drivers of investor interest in infrastructure and where will they be putting their capital to work?

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?

12:10 - 12:40 30 mins
Info
Day 1
Diversity, talent and inclusion in infrastructure: how, when and where? Improving decision-making through a more diverse range of voices

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?

12:40 - 13:10 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?

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?

13:10 - 14:10 60 mins
Lunch and networking break
14:10 - 14:40 30 mins
Info
Day 1
Bringing infrastructure ESG and sustainability issues into the mainstream

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
Tackling the mid market

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

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?

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 and networking break
16:10 - 16:40 30 mins
Day 1
Data presentation: A live update from the policy making and regulatory sides
16:40 - 17:10 30 mins
Info
Day 1
Telecom sector: still the new kid in town?

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