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
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? The impact of the dynamic political and regulatory landscape?
- Marie Joyce - COO & CFO, NTR Plc
- Tara Courtney Davies - Partner & Head of European Infrastructure & Global Head of Core Infrastructure, KKR
- Karen Dolenec - Partner, Ancala
- Nikolaus Woloszczuk - Senior Managing Director, Stonepeak
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?
- Charles Myers - Chairman and Founder, Signum Global Advisors
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.
- Annemarie Dalka - Director, Eneris Capital Management
- Rahul Advani - Managing Partner, SER Capital Partners
- William Briggs - Managing Director, Infrastructure, Ardian
Does the UK policy landscape offer the right mix of incentives and business models to attract the sustained investment required over the next decade and more to deliver grow the economy, deliver net zero and improve the country's resilience? What else needs to happen to ensure investors choose the UK over other global markets?
- Julia Prescot, CBE - Deputy Chair, National Infrastructure Commission
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?
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.
- Phoebe Smith - Managing Director, Infrastructure, PATRIZIA
- Laura Merlini - Managing Director, EMEA, CAIA Association
- Emma Tinker - Co-founder and CIO, Asper Investment Management
- Avantika Saisekar - Managing Director, Wafra
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 Momina.Nehmat@informa.com
Location: Globe 1-2
- Claire Corry - Executive Director, Natixis
- Andrew Hayward - Senior Analyst – Real Assets, Albourne Partners Ltd.
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
- Joaquín Camacho - Founding Partner, Serena Industrial Partners
- Witold Marais - Investment Director, Mirova
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
Location: Globe 1-2
- Eugene Zhuchenko - Founder, ETORE Advisory
- Russell Metcalfe - Senior Director, Barings
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?
- Lorenzo Marchioni - European Real Assets Investments, Aksia
- Barbara Weber - Founding Partner, B Capital Partners
- Chris Nishan - Director - Infrastructure Debt, M&G Investments
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
- Alessandro Boninsegna - Senior Managing Director, Tiger Infrastructure Partners
- Robert Tichio - Chief Executive Officer, Fortescue Capital
- Sarah Wright - Founder & Managing Partner, Hull Street Energy
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.
- Syed Hasan Jafar - Associate Dean of School of Business, Director of Finance and Bloomberg lab, Woxsen University
- Alex Bebov - Managing Director, BAC Securities
- Rob Horsnall - Head of Infrastructure, USS Investment Management
- Dulce Mendonça - Partner, Fund Management, InfraRed Capital Partners
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?
- Francisco Del Pozo - Head of Infrastructure Funds, Bestinver
- Stephane Delatte - Chief Executive Officer, Keppel Credit Fund Management
- Paul Frankish - Investment Director: Head of Strategic Initiatives, African Infrastructure Investment Managers (AIIM)
- Anand Rajagopal - Head of ESG/Sustainability Research, Global Investment Research, Phoenix Asset Management