Main Conference Day One - BST (British Summer Time, GMT+1)
To register, please contact Svetlana Fathers at Svetlana.Fathers@informa.com
Location: Globe 1-2
Exploring the latest trends shaping global infrastructure market. Analysing differences between private market and public market valuations: do we anticipate these to be adjusted? How are we dealing with the impact of increased interest rates and capital costs on deal flow? Will market consolidation continue?
Exploring the idea of infra resilience and how the semantics of sustainability are morphing into resiliency. Analysing the returns resiliency approach brings to investors and benefits of a shift from focusing on sustainability as a cost to focusing on sustainability as a value creation tool. Mainstreaming physical climate risk assessment and moving beyond value/risk metrics to create value.
Providing a regional comparison for infrastructure investors. Is Europe becoming a more attractive investment destination in light of recent political developments in the US? An overview of opportunities in emerging markets. Comparing the performance of developed and developing markets.
Exploring the growth and pricing trends that are taking shape across the infrastructure secondary market. GP-led continuation vehicles: are some managers using this tool to move unsellable assets? Looking at continuation funds as a route to market or a route to exit. An overview of opportunities in LP-led secondary market.
How have sustainable debt and bond strategies evolved compared to conventional financing? How does infra debt compete with other sources of capital? Has Infra debt run by asset managers on behalf of institutions or institutions directly become a true alternative to the traditional bank lending for infra project financing? Is the access to debt and getting better or worse?
Followed by a debate:
Infra debt vs. infra equity
Which will provide better risk adjusted returns over the next 10 years?
Addressing the growing demand for renovation and upgrading existing infrastructures. An overview of the market and the potential opportunities these projects could offer to investors and developers. What do the risk and return profiles of the infrastructure renovation and upgrading projects look like? What are the potential factors that may impact the bankability of these projects?
PPP vs. PFI: which of these models is preferred by the investors and lenders? Which sectors have PPPs become less financially viable for the private sector, particularly in light of rising prices and increasing demands? What are the potential risks associated with PPP and PFI models, and what strategies do equity and debt financiers employ to mitigate the risks?