Main Conference Day One - BST (British Summer Time, GMT+1)
Main Conference Day One - BST (British Summer Time, GMT+1)
To register, please contact Svetlana Fathers at Svetlana.Fathers@informa.com
Examining how inflation, higher interest rates, a spike in prices and supply chain issues are impacting the investment landscape, valuations, fundraising and exits. Who will rise to the occasion and who will be left behind? Will we witness a return to normalcy soon, or should we strap in for the long ride? What valuations should be used in making investment decisions going forward? An IRA update: what are the thoughts ahead of the US Presidential elections?
Exploring the influence of geopolitical developments including upcoming elections in the US and Europe, US-China tensions, the retreat of globalization in preference for near-shoring, regional trading blocks and a rise in protectionism of strategic industries on the short- and long-term plans of infrastructure investors. Can a potential rise of protectionism in critical minerals become a global issue?
Getting to grips with the evolving definition of infrastructure. What does infrastructure mean for investors today? Balancing the risks and rewards from the “New generation infra”. Stepping into the age of mass customization: how does the industry adjust to the emerging trends and drivers? Exploring the rise of hybrid funds.
- Rajeev Mahajan - Manager (Head) – Climate Resilient Infrastructure, Green Climate Fund
- Rahul Advani - Managing Partner, SER Capital Partners
- William Briggs - Managing Director, Infrastructure, Ardian
As the industry matures and investors becoming increasingly specialized, strategy and value creation has become of utmost importance. What approaches to value creation are deemed to be the most successful in today’s changing infrastructure environment?
Shining a light on credibility of SFDR regulations: from interpretation to implementation. Why aren’t asset managers re-upgrading Article 9 funds? Top tips on navigating the uncertain regulatory landscape. Examining local benchmarks as well as global requirements for minimum performance.
Exploring the benefits of embedding DE&I considerations in asset management activities. Practical examples of advancing inclusion and diversity in infrastructure. Data vs insights: ensuring the future DE&I improvements is data-driven and supported by organisational insights that enrich decision making action.
- Laura Merlini - Managing Director, EMEA, CAIA Association
- Emma Tinker - Co-founder and CIO, Asper Investment Management
What are the investors’ views on weighting between public equities/debt and alternative assets/private market assets? Discussing a shift out of listed equities and into alternative assets. Why is this happening and what is the plan going forward?
This exclusive discussion group is open to 20 to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification. Run under the Chatham House Rule. To register, please contact Nafiya.Mangalore@informa.com
Exploring the attractiveness of mid-market investment opportunities. Mega funds vs. specialised boutique funds: who has the most potential? Analysing a continued separation between large-cap and mid-cap market players and its affect in the market dynamics. How attractive do investors find emerging managers with a unique and niche expertise compared to older, more established generalist funds? What premium on returns justifies going from big players to special opportunities with niche players/emerging manager?
- Avyanna De Biswas - Managing Director, Investor Relations, Infrastructure Equity,, Manulife
- Holland Davis - Vice President, HarbourVest Partners
- Dominik von Scheven - Managing Director, Real Assets Investments, Hamilton Lane
Comparing the risk/returns profiles of Core, Core-plus and Value-add infrastructure. How is investment approach changing from an investor perspective? In terms of a return profile, what was acceptable 4 years ago, is no longer acceptable. How are GPs addressing this scenario?
Open to 20 attendees, spaces are first-come, first-served. Run under the Chatham House Rule and closed to press. To register, please contact Svetlana.Fathers@informa.com
- Eugene Zhuchenko - Founder, ETORE Advisory
The challenges of a new financing model to build a new world. Addressing the infrastructure funding challenge. Why is there a gap between infrastructure capital demand and supply? Exploring new business and financing models. Is private credit funds financing a new opportunity for funding when speed or additional sweeteners more important?
Exploring infrastructure’s role in the energy transition and decarbonization. How can we mobilise the investment in energy transition through infrastructure? Debate: how much of energy transition is related to infrastructure and how much is linked to other sectors? What is the risk/return profile of energy transition? What sub-sectors of infrastructure are better suited to seize decarbonization opportunity?
- Leigh Hazelton - Principal, Real Assets, Hamilton Lane
Analysing the performance of key economic regions: what are the respective challenges and opportunities for infrastructure investments? Has the effect of IRA on capital deployment skewed capital allocation towards the US market and away from Europe? Examining the role China plays in the global infrastructure space.
- Alex Bebov - Managing Director, BAC Securities
- Rob Horsnall - Head of Infrastructure, USS Investment Management
An overview of the latest developments, challenges and investment opportunities. Exploring emerging trends, innovations and technologies that are transforming the infrastructure market in developing countries. Bridging the infrastructure financing gap. Adapting your strategies to risks and uncertainties associated with emerging markets. Which emerging regions provides the most attractive infrastructure investment opportunities?
- Jose Maria Zertuche - Managing Director & Head Latin America Infrastructure, BlackRock