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
- Ali Miraj - Global Lead of Infrastructure Sponsor Coverage, ING Wholesale Banking
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?
- Harry Seekings - Partner and Co-Head of Infrastructure, Apollo Global Management
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.
- Uwe Fleischhauer - Founding Partner and member of the Executive Board, YIELCO Investments AG
- Stephane Delatte - Chief Executive Officer, Keppel Credit Fund Management
Global investments in transportation, energy and communications continue apace as nations seek to facilitate expanded trade, diversify energy sources and accelerate digitization and services. As highlighted in Dr. Khanna’s book Connectography, infrastructure networks – from railways to ports and transmission lines to Internet cables – serve as vital pillars of global resilience in this dynamic landscape. This keynote will highlight which regions present the strongest opportunities to harness the unfolding CapEx supercycle.
- Parag Khanna - Founder & CEO, AlphaGeo
Addressing geopolitical risks, exploring recent and future developments and their effects on the market. How have the prolonged Russia/Ukraine conflict and the war in Gaza affected the supply and demand balance? How can China and US tension potentially affect the supply chain? How has Trump administration shifted the market dynamics and what can we expect coming out of the US? Examining the impact of Paris Climate agreement and its impact on energy infrastructure.
- James Lapushner - CIO, Anacott Capital
- Parag Khanna - Founder & CEO, AlphaGeo
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.
- Eugene Zhuchenko - Founder, ETORE Advisory
- Dominik von Scheven - Managing Director, Real Assets Investments, Hamilton Lane
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?
- Jean-Francis Dusch - CEO, Edmond de Rothschild (UK)
- Bhupinder Singh - Managing Director, Global Head of Leveraged & Acquisition Finance, First Abu Dhabi Bank (FAB)
- Chris Nishan - Director - Infrastructure Debt, M&G Investments
- Harshil Shah - Director, Senior Portfolio Manager, Allianz Global Investors
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?
- Vivien de Gunzburg - Founder & President, Ceres Infrastructure Asset Management
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?
Exploring the appetite of investors and private creditors for debt securities, including environmental, Green, Social, and Sustainability bonds. What are the current market trends and returns of these securities? What are the primary factors influencing the demand and price of these securities? A comparative and market-based analysis of debt securities vs equity vs debt financing from the perspective of developers and investors. Balancing social impact with financial returns.
- Nataliya Katser-Buchkovska - Founder, Green Resilience Facility
- Hossein Nouri - Managing Director, Petro Power Construction