Main Conference Day One - BST (British Summer Time, GMT+1)
- Alex Oppong - Vice President, Private Markets Research, BlackRock
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?
- Jonathan Melmed - Partner, Co-Chair, Global Corporate, King & Spalding LLP
- Assia Belkahia - Partner, Antin Infrastructure Partners
- Luis Quiroga - Co-Founder and Head of Investor Relations, Asper Investment Management
- Natasa Kovacevic - Managing Director, CPP Investment Board
- Pooja Goyal - Partner, Chief Investment Officer of Carlyle Global Infrastructure, Carlyle
- Christian Andersson - Founder, Worthwhile Capital Partners
A select number of GPs will deliver a 10-minute fund presentation to a group of institutional investors.
Open to pre-registered banks, corporate investors, development finance institutions, endowments, foundations, insurance companies, investment consultants, pension funds, RIAs, single family offices, sovereign wealth funds and wealth managers, subject to qualification. For institutional investor enquiries please email imogen.pearey@informa.com. For GP enquiries please email nandita.shrestha@informa.com.
- Regina Chung - Managing Director, JLC Infrastructure
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?
- Shashank Krishna - Shareholder, Greenberg Traurig
- Karen Dolenec - Partner, Ancala
- Keshav Bhojania - Managing Partner, Brookfield
- Sam Lissner - Partner, Ridgewood Infrastructure
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?
- Anish Butani - Director, Private Markets, bfinance
- Arjan van Wieren - Director of Private Equity, Infrastructure & Real Estate, MN
- William Loc - Senior Portfolio Manager, Australian Retirement Trust
What lessons can be learnt from family offices with a longer history of infrastructure exposure?
Discussion group run under the Chatham House Rule and open to pre-registered single family offices. Spaces are limited; to enquire please email imogen.pearey@informa.com.
- Asia-Pacific: understanding a diverse market
- Europe: time to shine?
- North America: still leading the way?
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?
- Dmitriy Antropov - Head Infrastructure Partnership Investments, Partners Group
- Antonio Guinea - Partner Real Assets, AltamarCAM
- Dominik von Scheven - Managing Director, Real Assets Investments, Hamilton Lane
- Wandy Hoh - Senior Managing Director, Head of Secondaries, Macquarie Asset Management
- Welwin Lobo - Managing Director, Pantheon
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?
- Chris Nishan - Head of Infrastructure Debt, M&G Investments
- Annette Bannister - Head of Infrastructure Debt – EMEA, MetLife Investment Management
- Lyes Arezki - Portfolio Manager – Private Markets, UMR
- Vladan Martinović - Private Debt Origination, Pension Insurance Corporation
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?
Discussion group run under The Chatham House Rule and closed to press. Spaces are limited; to enquire please email abbie.punter@informa.com.
- Emir Osmani - Private Infrastructure Lead, Morgan Stanley Investment Management
How can investors blend secondaries and co-investments for improved access and alignment?
Discussion group run under The Chatham House Rule and closed to press. Spaces are limited; to enquire please email abbie.punter@informa.com.
- Eugene Zhuchenko - Founder, ETORE Advisory
Which subsectors are succeeding in today’s market, and which how is performance diverging across power, utilities and digital? From regulation and input costs to capital intensity, technology adoption and demand growth, what are the levers shaping returns?
- Emir Osmani - Private Infrastructure Lead, Morgan Stanley Investment Management
- Holland Davis - Principal, HarbourVest Partners
- Laura Coquis - Partner, A.P. Moller Capital
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 are the implications of private wealth and evergreen funds on institutional investors and the market more broadly? Where are the conflicts of interest and how can these be managed?
- Alex Murray - Director, Infrastructure Research & Strategy, UBS Asset Management
- Emma Cory - Head of Alternatives, Private Bank, HSBC UK Bank plc
- Mathias Lejeune - Partner, PF Multi Family Office
End of Main Conference Day One