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Key Sessions

Lord Mark Malloch-Brown

Risk and Reward: the investment dilemmas in a time of global political disruption and rising demand for sustainable infrastructure

I Squared Capital and Eurasia Group

Leo Johnson

Disruption: scenarios for the future

PwC

08:00 - 08:45 45 mins
LP Only
LP only networking breakfast

Informative & invaluable networking for LPs.

Open to pre-qualified pension funds, foundations, endowments, SWFs only.

To see if you qualify for a place, please contact savannah.charles@knect365.com

08:15 - 08:45 30 mins
Networking Breaks
Registration and morning coffee
08:45 - 08:50 5 mins
Day 2
Chairman’s opening welcome
  • Chair Kelly DePonte - Managing Director , Probitas Partners
08:50 - 09:30 40 mins
Day 2
Risk and Reward: the investment dilemmas in a time of global political disruption and rising demand for sustainable infrastructure
  • Lord Mark Malloch-Brown - Senior Advisor, I Squared Capital and Eurasia Group
09:30 - 09:45 15 mins
Day 2
Data presentation: what are LPs looking for?

From investment niche to independent asset class: how are institutional investors approaching the

  • Kelly DePonte - Managing Director , Probitas Partners
09:45 - 10:15 30 mins
Day 2
What are LPs looking for?

What are the drivers of investor interest in infrastructure? Will too much money coming into the market hurt investors’ returns? Are we nearing the top of the market cycle? To what extent are investors concerned about geopolitical upheaval?

  • Moderator Kelly DePonte - Managing Director , Probitas Partners
  • Panellists Andrew Morris - Senior Principal, Canada Pension Plan Investment Board
  • Simon Davy - Investment Director, Infrastructure, GLIL Infrastructure
  • Lars Pace - Principal, Real Assets Investments, Hamilton Lane
10:15 - 10:45 30 mins
Day 2
How do you get the best out of your business? Defining value-add today

Examining different value creation models and initiatives in an era of disruption and providing tangible evidence of how they have created value and genuinely transformed a business

  • Moderator Gianluca D'Angelo - Managing Director & Head of Europe, Eaton Partners
  • Panellists Stefan Glevén - Partner, EQT Partners
  • Raj Rao - Partner, Global Infrastructure Partner
  • Allard Ruijs - Partner, DIF
10:45 - 11:15 30 mins
Networking Breaks
Morning coffee and networking break
11:15 - 11:55 40 mins
Day 2
Infrastructure debt: frothy but still a strong asset class?

Assessing the merits of debt funds and the reason for their appeal to investors: What is the outlook for pricing and supply, what does the next generation of debt products look like? Examining the pros and cons of the growing trend for aviation focused debt funds

  • Moderator Neale Marvin - Managing Director, DC Advisory
  • Panellists Greg Taylor - Founding Partner, Sequoia Investment Management
  • Tom Sumpster - Head of Infrastructure Finance, Legal & General Investment Management
  • Darryl Murphy - Head of Infrastructure Debt, Aviva Investors
  • Tim Cable - Senior Partner, Vantage Infrastructure
11:55 - 12:35 40 mins
Day 2
Disruption: scenarios for the future
  • Leo Johnson - Partner, Head of Disruption Practice & co-presenter, Radio 4 FutureProofing, PwC
12:35 - 13:45 70 mins
Networking Breaks
Lunch and networking break
13:45 - 14:25 40 mins
Day 2
Exposure to emerging market infrastructure for long term growth potential and a balanced portfolio

How are political changes affecting capital flows? How can market diversification be balanced with risk protection? What measures need to be put in place to counterbalance political, economic and currency risk? Can investing in emerging markets infrastructure meet the need for sustainability by leapfrogging the carbon based generation?

  • Moderator Pauline Roteta - Vice President, Blackrock
  • Panellists Viktor Kats - Co-Head, IFC Global Infrastructure Fund, IFC Asset Management
  • Neil Mahapatra - Managing Partner, Kingsley Capital Partners
  • Andre Sales - Managing Partner, CIO of the Infrastructure Group, Patria Investments
  • Renato Mazzola - Managing Partner, BTG Pactual
14:25 - 14:55 30 mins
Day 2
Infrastructure investment models

Comparing direct, indirect and fund -based approaches: Are direct and co-investment models really suitable for infrastructure investing? What are the the key challenges and different skill sets required to make a good co-investor?

  • Moderator Mark Weisdorf - Managing Partner , Mark Weisdorf Associates
  • Panellists Mike Weston - Chief Executive , Pensions Infrastructure Platform
  • Fabian Pötter - Co-Head of Infrastructure, Managing Director, Golding Capital Partners
  • Struan Fairbairn - Chief Risk Officer, Lothian Pension Funds
  • Pauline Roteta - Vice President, Blackrock
14:55 - 15:40 45 mins
Day 2
Investing in Infrastructure. What could go wrong?

Assessing the risks – regulatory, commodity, operating, etc

Q&A session run under the Chatham House Rule

  • Kelly DePonte - Managing Director , Probitas Partners
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