Main Conference Day Two - BST (British Summer Time, GMT+1)
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 |
The latest trends in fundraising, deal making and investor sentiment across the asset class, with a deep dive on the growing role of the energy sector as the central sector driving growth.
- Alex Murray - VP, Research Insights, Preqin
Fund managers’ views on the decline in fundraising. What does it mean and how do GPs adjust their fundraising strategies in light of current macroeconomic pressures? What are the reasons behind the drop? Addressing the kick-off in market consolidation and its key drivers. Is it here to stay or will it slow down? How are GPs responding to investors’ expectations of higher returns?
- Matt Cunning - Vice President, Longbow Capital
- Irene Mavroyannis - Managing Director and Global Co-Head, Business Development, Infrastructure, Partners Group
- Michael Straka - Partner, Head of Capital Formation, InfraRed Capital Partners
- Vittorio Lacagnina - Partner, Apollo Global Management
What manager selection criteria has become more important and how has manager selection evolved? As infrastructure strategies mature and investors are becoming sophisticated in their approach, how much alpha should institutional investors be chasing? How much diversifications are investors looking to get?
- Uwe Fleischhauer - Founding Partner and Member of the Executive Board, YIELCO Investments
- Manuel Dusina - Head of Infrastructure|Asset Management, Phoenix Group
- Karsten Sinner - Head of Infrastructure Funds, EBRD
- Giulia Noli - Director, Infrastructure and Project Finance – EMEA Private Capital, MetLife Investment Management
How are institutional investors positioning their portfolios to become net-zero and how GPs are underwiring their business plans to include net-zero initiatives? Addressing physical climate risk: how to model things correctly and prepare for a doomsday scenario. An increased focus on impact: how to best achieve impact within infrastructure, and what exactly does it mean? How is that measured, and how do managers demonstrate that they are truly delivering impact?
- David Thomas - Director, Infrastructure, GRESB
- Zoe Haseman - Head of Sustainability for Infrastructure, EQT
- Ethan Levine - Managing Director, CF Private Equity
- Bradford Dockser - CEO, Co-founder, GreenGen
With interest rates not expected to decrease, how is the new dynamics going to change between equity and debt market players? Infrastructure vs. private credit: which will provide better risk adjusted returns over the next 10 years? Exploring new sector trends and opportunities. Is there an opportunity in distressed infrastructure investments?
- Richard Blennerhassett - Executive Director, Mediobanca
- Meghan Pasricha - Partner, Galvanize Climate Solutions
- Alexander Waller - Head of Infrastructure Debt, PATRIZIA AG
Exploring key trends driving the future of transport infrastructure. How is energy transition effecting investor appetite? How does the need for supply chain resilience, growth of e-commerce, a global shift to decarbonization and changing mobility patterns influence the investment landscape? A spotlight on maritime, EVs, car parks, alternative fuelling stations and sustainable aviation fuel.
With institutional investors getting more involved in portfolio construction and management, this discussion will shine a light on the best approaches to building a resilient infrastructure portfolio.
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
- Peter Bachmann - Managing Director, Sustainable Infrastructure, Gresham House
Exploring the evolution of purely physical infrastructure in the new digital age. What are the biggest challenges when developing digital infrastructure projects? Addressing cybersecurity risk as the top concern for digital infrastructure investors and operators. How is the increased competition for digital infrastructure assets impacting the investment approach? Datacentres and smart grids in the spotlight. How are market players addressing an increased demand for power?
- Thibault Contat Desfontaines - Co-head of Infrastructure Equity Europe, UBS Asset Management
- Mark McComiskey - Partner, Avaio Capital
- Vincent Gerritsen - Partner & Head of UK & Europe, Morrison
How is the industry being reinvented through the disruption brought on by AI? What are the main implications for infrastructure, and how have the traditional ways of planning, financing, delivering and maintaining infrastructure been displaced? Addressing the increase in power demand from the rise of Gen AI.
- Didem Ün Ateṣ - Chief Executive Officer, LotusAI Ltd
A change in demographics and other drivers affecting the market and investment decisions. Are PPPs still an answer for social infrastructure? From healthcare and education to housing assets: where do we find the most attractive returns? Addressing a cross-over between social infrastructure and real estate. Which asset class does social infrastructure truly belong to?
- Georg Inderst - Principal, Inderst Advisory
- Michael McCarthy - Managing Director, Private Markets, Neuberger Berman
- Antony Peters - Partner, Real Assets Investment Management
Examining how the metals and mining sector are expected to be at the core of enabling the energy transition. How quickly can supply react to the increased demand in raw materials and how market balance can be achieved in terms of supply, demand and prices? Addressing the implications for producers and end-user sectors.
- David Halkyard - Partner, Head of Credit, Resource Capital Funds
How investing in natural capital is the next frontier for infrastructure market players who seek to preserve biodiversity. Exploring the investment potential, impact and returns of natural capital assets. Putting money to work in forestry and vertical farming to capitalise on a value-add investment opportunity.
- Peter Bachmann - Managing Director, Sustainable Infrastructure, Gresham House
- Alvar de Wolff - Managing Partner, Bregal Sphere Nature
- Ryan Ramsey - Principal, StepStone
- Ben O'Donnell - Chief Investment Officer, Climate Asset Management
- Nataliya Katser-Buchkovska - Founder, Green Resilience Facility
Are utilities as strong, stable and flexible as they appear to be? Identifying the opportunities: is there a preference for small- and mid-cap segments of the market? Defining the decarbonisation pathway by investing in utilities. Delivering returns by investing in waste management solutions.
- Mathias Lejeune - Senior Director, Infrastructure Solutions EMEA, CBRE Investment Management
- Alberto Donzelli - Managing Director and Co-head of Europe, Morgan Stanley Infrastructure Partners (MSIP)
- Greg Scott - Senior Investment Manager, Phoenix Group
- Saket Trivedi - Partner, Cube Infrastructure Managers
- Olaf Nordmeyer - Partner & Co-Founder, Vesper Infrastructure Partners
- Pedram Parhizkari - Co-founder and Co-CEO, Beurzbyte