Main Conference Day One - BST (British Summer Time, GMT+1)
How is the definition evolving and is the definition simply expanding to allow for good opportunities? What are truly private equity plays with infrastructure elements? What are the real risk/return metrics for infrastructure investing today? And when is a broader real assets approach helpful; should more emphasis be placed on real hard assets with more downside protection and less AI risk?
Presentation/interview
Where are the best opportunities and fewer barriers present today? How are investors viewing global allocations and can we expect multi-region funds to continue to reign supreme? What does Europe need to do to capitalise on its moment? And what about Asia and emerging markets; is Asia too diverse a market to tackle without boots on the ground?
A select number of GPs will deliver a 10-minute fund presentation to a group of institutional investors.
Open to invited banks, corporate investors, development finance institutions, endowments, family offices, foundations, insurance companies, investment consultants, RIAs, sovereign wealth funds and wealth managers, subject to qualification. For LP enquiries please email imogen.pearey@informa.com. For GP enquiries please email ian.law@informa.com.
What do investors and fund managers alike find attractive about the mid-market? How is the mid-market defined in Europe and the US and are some large-cap investors starting to expand their remit?
Presentation/interview
With infrastructure providing low volatility and good distributions, what is the cost? How long are investors expected to lock up their money? How are investors viewing entry points and are there still incentives to seed funds early? What is the resulting impact on the secondary market, co-investment deal flow and LP alpha?
What lessons can be learnt from family offices with a longer history of infrastructure exposure?
Open to invited single family offices. To enquire please email imogen.pearey@informa.com.
- Asia-Pacific: understanding a diverse market
- Europe: time to shine?
- North America: still leading the way?
Will mega-funds become more mega or will fund sizes settle for the time being? Who are the next generation of fund managers pushing through the noise? Are the generalists or the specialists primed for the opportunities in today’s market?
What terms, conditions, structures and returns can realistically be expected outside of Western Europe and the US and are investors and managers willing to take the risks for potential upside? Has infrastructure lost some of its earlier risk appetite, with a preference for easy returns and a reluctance to invest in true long-term partnerships with assets?
Discussion group run under The Chatham House Rule and closed to press. To register please email abbie.punter@informa.com.
How are GPs changing their systems and distribution platforms to crack the private wealth and retail markets? How are managers mitigating the considerable cost and effort required to reach these new channels; and does the smaller ticket size make it worthwhile? What role are evergreen funds playing in reaching this pool?
With long durations and evolving needs, to what extent is the secondary market a natural fit for infrastructure assets? Has the buyout market done the hard work to make secondaries a more acceptable solution and can we expect quicker growth in the infrastructure market as a result? Is the market becoming more structured and less opportunistic?
How is the infrastructure debt market evolving, from asset-backed securities and project finance to corporate-style debt and everything between? What risks are associated with different structures and how do you compare credit exposure?
End of Main Conference Day One