The most important event in infrastructure.

Join the biggest names in the industry at the Global Investor Forum, the largest global gathering of institutional capital devoted to infrastructure and the core of the Global Summit. Meet and hear from the best of the best in the asset class – Founding & managing partners, CEOs and chairmen, plus leading global institutional and private investors attend and speak annually.

 

Who attends?

Fund Managers

Attending the largest global gathering of institutional capital devoted to infrastructure, is the most efficient way to meet over 400 individual investors interested in the global asset class de jour.

Investors

Investors attend to learn more about the opportunities offered by the growth asset class, meet the fund managers doing the deals and the developers and corporates seeking investment and looking to sell assets.

Service Providers

Meet 1600 senior industry leaders under one roof, the Global Investor Forum is the place to meet and network with new business partners from every corner of the globe. Build your profile amongst the world’s infrastructure community.

Key themes for 2020

Infrastructure Investor Global Summit 2020

  • Mid-market infrastructure: finding value in a rapidly growing segment.
  • Getting operational asset management right: the growing impact of data, analytics and digital on infrastructure value creation.
  • The rise of sector-specific and regional-focused funds: what does this mean for investors?
  • Super core: what is the optimal way to allocate to super core in a balanced portfolio?
  • Infrastructure secondaries: comparing GP-led transactions with single asset restructuring and other types of secondary deals.

One Summit: Seven Forums

Explore infrastructure opportunities across frontier and growth markets at the Emerging Markets Forum.

Hear from government on infrastructure policy across key global markets and the broader effect of politics and government on infrastructure.

The ESG & Sustainability Forum provides a place to showcase best practice and understand what good looks like from a sustainability perspective.

The Energy Transition Forum is the event to learn from and network with a truly international delegation focused on investment opportunities in renewables and the energy transition.

Your chance to hear from investors leading the digital revolution in infrastructure investment and keep up with opportunities in an increasingly important sub-asset class.

Analyse the benefits of differing investment structures, learn about landmark transactions and pinpoint new opportunities for yield.

World-leading infrastructure managers that attended last year include:

Actis
AMP Capital
AMP Capital Brookfield
AMP Capital Investors Ltd
Antin Infrastructure Partners
ArcLight Capital
Arcus Infrastructure Partners
ARDIAN
Axium Infrastructure
BlackRock
Brookfield
Brookfield Asset Management
BTG Pactual
Dalmore Capital
DIF
EIG Global Energy Partners
Energy Capital Partners
Equis Funds Group
Equitix
Global Infrastructure Partners
Harbert Management Corporation
Harbert Power LLC
I Squared Capital
IFM Investors
Infracapital
InfraRed Capital Partners
InfraVia Capital Partners
Kohlberg Kravis Roberts (KKR)
Long Term Infrastructure Investors Association
Macquarie Capital (Europe Limited)
Meridiam Infrastructure
Mirova
Morgan Stanley
Northleaf Capital Partners
Partners Group
QIC
Stonepeak Partners
The Carlyle Group
Vantage Infrastructure

Testimonials

Lincoln Webb

Senior Vice President, BCI

If you are serious about infrastructure investing, Infrastructure Investor’s Global Summit should be a fixture in your calendar.

Stephane Wattez-Richard

Executive Director, Conquest AM

The Global Summit is the best event to meet peers, investors and keep up-to-date on the key challenges & opportunities the asset class faces today.

Holger Haaf

Uniper

To meet so many people in such a short time is not possible without the Summit.

Sponsorship Opportunities

 

The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.

For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498

 

 

 

Oskar Backamn

Investment Manager, Polhem Infrastructure

Oskar Backman has spent over 20 years in the financial industry, with a focus on real assets. At the beginning of 2019 Oskar left AP1 to build up the investment activities of the newly established Polhem Infra in Stockholm. Polhem Infra is a dedicate… Read full bio

Serkan Bahçeci

Partner, Arjun Infrastructure Partners

Serkan Bahçeci is a Partner and Head of Research at Arjun Infrastructure Partners (AIP). He is an economist with an established track record in infrastructure investments research. Before joining AIP, Serkan was the Head of Infrastructure Research at… Read full bio

Ralph Berg

Global Head of Infrastructure, OMERS Infrastructure Europe

In his role as Executive Vice President and Global Head of Infrastructure, Ralph leads the OMERS Infrastructure team on a global basis. Since joining OMERS in February 2013, he has been a key member of the Infrastructure investment team, playing a le… Read full bio

Frederic Blanc-Brude

Director, EDHEC Asia Pacific

Frédéric Blanc-Brude is the Director of EDHEC Infrastructure Institute, a dedicated research unit developing a unique body of applied research on infrastructure investment from the perspective of large asset owners. He joined EDHEC in 2012 after 10… Read full bio

Lord John Browne

Executive Chairman, L1 Energy

Lord Browne was born in 1948. He holds degrees in Natural Sciences from Cambridge and an MS in Business from Stanford. He joined BP in 1966 as a university apprentice, between 1969 and 1983 had a variety of exploration and production posts in North A… Read full bio

Bruno Candès

Partner, InfraVia Capital Partners

Bruno Candès is a Partner with InfraVia Capital Partners, a fund manager that specializes in the infrastructure sector with circa EUR 4 billion of AUM. Bruno has more than 20 years of experience in global infrastructure markets in particular as a pri… Read full bio

Gwenola Chambom

Head of Infrastructure Funds, Mirova

Gwenola Chambon founded and leads Mirova’s general infrastructure platform and is responsible for managing both its investment activities, including origination, execution and asset management as well as its capital raising activities. Gwenola curren… Read full bio

Jerry Divoky

Vice President, Infrastructure & Renewable Resources - BCI

Jerry Divoky is a Vice President in the Infrastructure & Renewable Resources (“I&RR”) group with the British Columbia Investment Management Corporation (“BCI”) in Victoria, Canada. Jerry joined BCI in 2004 and is responsible for sourcing, executing a… Read full bio

Nicole Douglas

Head of Investor Research, PEI Media

Nicole Douglas is the Head of Investor Research for PEI’s Research & Analytics department. Based in London but working across the company’s offices and products, she oversees researched content, surveys, and projects on investors globally. She is als… Read full bio

Irina Frolova

Head Asset Management Infrastructure, PGGM

Irina Frolova joined PGGM in 2014 and currently oversees asset management of the EUR 7.5bn infrastructure investments portfolio as well as the (board) governance of the portfolio companies in which PGGM is an influential investor. She is a member of… Read full bio

Marc Ganzi

Founder and Chief Executive Officer, Digital Bridge Holdings

Marc C. Ganzi is founder and Chief Executive Officer of Digital Bridge Holdings, a leading global investor and owner of mobile and internet infrastructure. He is also a Managing Partner and Investment Committee member at Digital Colony. Prior to Digi… Read full bio

Dr Harald Haas

Senior Investment Manager, MEAG

Dr. Harald Haas is Senior Investment Manager of Munich Re's asset manager MEAG. Harry works in MEAG's infrastructure debt team; initially Harry was responsible for direct equity investments in renewable energy. Prior to joining MEAG in 2011, Harry he… Read full bio

Fraser Hughes

Chief Executive Officer, Global Listed Infrastructure Organisation (GLIO)

Fraser Hughes is founder and CEO of the Global Listed Infrastructure Organisation (GLIO). He founded GLIO in July 2016. Previously, he was Deputy CEO at EPRA. EPRA successfully increased investor awareness in the global listed real estate sector and… Read full bio

James Kerr

Founding Partner, Fable Partners

James Kerr is a superb presenter and a natural storyteller who speaks on a mixture of topics including sports psychology, leadership practice and organisational science, with a compelling narrative. Kerr is the author behind the global best-seller Le… Read full bio

Andreas Köttering

Partner, CBRE Caledon

Andreas joined CBRE Caledon in 2018 as head of their European infrastructure investment practice and member of the CBRE Caledon Investment Committee. He is based in London, UK, and responsible for sourcing investments in Europe, negotiating partnersh… Read full bio

Graham Matthews

Chief Executive Officer, Whitehelm Capital

Graham is a founding shareholder and Chief Executive of Whitehelm Capital. Graham joined the team in 1998 and started the firm’s infrastructure business at the time when private ownership of public infrastructure originated globally. Since then Graha… Read full bio

Rosheen McGuckian

Chief Executive Officer, NTR

Rosheen is CEO of NTR plc. Since joining NTR in 2008, Rosheen has held a number of leadership positions at local and international level in wind, solar, energy storage, water treatment and waste management platforms. More recently, she has designed a… Read full bio

Nadia Nikolova

Director - Alternative Investments, Allianz Global Investors

Nadia Nikolova is a portfolio manager with AllianzGI Alternative Investments team focusing on the European investments in the infrastructure space. Nadia has over ten years of experience across various credit roles both on the advisory and buy side.… Read full bio

Declan O'Brien

Director, UBS Asset Management

Declan O'Brien is a Senior Infrastructure Analyst in the Research & Strategy team, which forms part of Real Estate & Private Markets (REPM) within UBS Asset Management (UBS-AM). Declan joined UBS-AM in October 2017. He is primarily responsible for pr… Read full bio

Boe Pahari

Managing Partner, Global Head of Infrastructure Equity, AMP Capital

Boe Pahari, Global Head of Infrastructure Equity, Managing Partner, joined AMP Capital in March 2010 and is responsible for leading AMP Capital’s global infrastructure equity activities. Mr Pahari has over 20 years of experience in the industry havin… Read full bio

Michael Pollan

Partner, Omnes

Michael Pollan joined the infrastructure team of Omnes in 2013 and is a Partner at the company. Michael has over 15 years of experience in renewable energy, carbon finance and project finance. He started his career at the Inter-American Development B… Read full bio

Ross Posner

Managing Partner, Ridgewood Infrastructure

Ross Posner is the Managing Partner of Ridgewood Infrastructure, bringing more than two decades of successful private equity investing experience and business leadership across infrastructure, real assets, and other areas. Prior to joining Ridgewood,… Read full bio

Julia Prescot

IPFA & UK National Infrastructure Commissioner, Chief Strategy Officer, Meridiam & Board Member

Julia is co-founder and Chief Strategy Officer of Meridiam Infrastructure and sits on the Board of Meridiam SAS, the largest global long term (25 year maturity) PPP infrastructure equity fund investing in Europe, North America and Africa. In addition… Read full bio

Gregory Smith

President & Chief Executive Officer, InstarAGF

Gregory Smith brings more than 25 years of experience in the investment, operation, acquisition and financing of public and private infrastructure, real estate, power, and utility businesses. Prior to founding InstarAGF, Gregory was managing partner… Read full bio

Rick Walters

Infrastructure Director, GRESB

Rick is the Director, Infrastructure at GRESB and is an experienced sustainability professional with a diverse background covering more than 25 years’ experience in Sustainability, Investment, Engineering and Management. GRESB’s mission is to enhance… Read full bio

Simon Wilde

Senior Financial Adviser, OFGEM

Simon Wilde is a senior managing director at Macquarie Capital and has 24 years of advisory experience in power, renewable and utilities having worked in the sector since joining the banking industry in 1992. He has acted on behalf of most of Europe’… Read full bio

Eugene Zhuchenko

Director and Founder, ETORE Advisory

Eugene Zhuchenko has 20 years of infrastructure experience. Prior to founding ETORE Advisory, he was the CEO of Long Term Infrastructure Investors Association, managed an infrastructure portfolio at APG Asset Management, led M&A projects at APM Termi… Read full bio
View all speakers
Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 17th

Global Investor Forum 2020 - Day 1
08:45 - 08:50

Welcome from Infrastructure Investor

08:50 - 09:00

Chair's introduction

09:00 - 09:40

Keynote Panel: Infrastructure today, tomorrow and the next decade

The Global Summit is now in its 14th year and Infrastructure Investor has recently celebrated our 10th anniversary. Where is the asset class today compared to a decade ago and what are the most notable developments? We pick the brains of industry experts to see what the market thinks the next 10 years will bring.

09:40 - 10:20

Bringing ESG and sustainability issues into the mainstream

Panel Session

  • Making sustainability a development driver as well as a compliance objective
  • How results are validating ESG being put at the heart of infrastructure businesses
  • Moving sustainability from a reporting function to top of the CEO’s inbox
  • What can investors do to prioritise action on ESG issues?
10:20 - 11:00

Opening Keynote: Planning infrastructure for the future

Every society needs to think big and plan physical infrastructure for the future. But few governments and political leaders do this in practice. Former BP Chief Executive John Browne calls for greater imagination in planning and design and explains how this can deliver infrastructure of greater boldness and better quality.

Followed by Q&A

11:00 - 11:30

Coffee & networking

Global Investor Forum 2020 - Day 1
11:30 - 11:45

Predicting which sectors will be the next big thing in infrastructure

Presentation

  • Key sectors in focus- airports, ports and rolling stock, healthcare, water and more
  • The next digital: What will be the next hot sector in infrastructure?
  • The future of renewables in a market without state subsidies
  • Where sectors are most and least likely to be affect by geopolitical issues?
11:45 - 12:25

What does the rise of sector-specific and region-focused funds mean for infrastructure investors?

Panel Session

  • Understanding the matrix of geography and sectors
  • Comparing generalist sector-focused funds with more specialist regional vehicles
  • Which sub-sectors have developed the most and in which geographies?
  • Lessons learned from specialist approaches in PE and other asset classes
12:25 - 13:00

Keynote: Infrastructure, business & the global economy: How politics matters more than ever in 2020

13:00 - 14:00

Networking lunch

Global Investor Forum 2020 - Day 1
14:00 - 14:15

Fundraising update from Infrastructure Investor

Our fundraising reports analyse the current state of the infrastructure fundraising market and detail the significant trends affecting the market in each quarter. We review a record 2019 and provide an early look at Q1 trends for 2020.

14:20 - 14:55

The state of play: Infrastructure in 2020

A panel of institutional and private investors analyse the fundraising market. The discussion will cover infrastructure allocations, targets and return expectations.

14:55 - 15:00

Streamed workshops begin (A, B & C run concurrently)

Practical, data-driven workshop sessions addressing key strategic and operational challenges. Participants choose one of three concurrent streams to attend.

Stream A: Investment strategies and management

Stream B: Midmarket infrastructure

Stream C: Infrastructure secondaries

Streamed Workshops: Session 1
15:00 - 15:40

Stream A: Portfolio construction, super core and traditional infrastructure

  • Getting the portfolio mix right
  • What’s the optimal way to allocate to super core in a balanced portfolio?
  • Where do core plus and value-add strategies fit in?
15:00 - 15:40

Stream B: Midmarket infrastructure- is there still value in a rapidly growing segment?

  • Assessing how new vehicles and spinoffs are moving into the space
  • Finding value by geography, cap size and strategy
  • Is the midmarket large enough for funds to deploy at the scale they claim?
15:00 - 15:40

Stream C: Examining a growing trend towards infrastructure secondaries

  • Assessing the prospects for a small and lumpy market
  • Why are investors looking to sell portfolios of infrastructure funds?
  • Who are the most likely buyers and why?
15:40 - 15:45

Switchover time

Streamed Workshops: Session 2
15:45 - 16:25

Stream A: Co-operative investing - the next trend in core infrastructure?

  • How investors are working to identify investment strategies of common interest
  • Finding the best value-for-money manager to implement them
  • Better aligning supply (variety of funds and their terms) with investor demand
15:45 - 16:25

Stream B: Midmarket vs large cap - Which space offers the best opportunities?

  • What are the pros and cons of each space?
  • Comparing expected returns, competition and asset availability
  • What can large cap do to tackle the rise of direct investors?
15:45 - 16:25

Stream C: Comparing the various types of secondary deal

  • GP-led, single asset restructures, continuation funds and others
  • Deal structuring, portfolio impact and pricing
  • Getting reporting on secondaries right
16:25 - 16:55

Coffee & networking

Global Investor Forum 2020 - Day 1
16:55 - 17:35

Asia: The next great infrastructure market? Or too few fund products and investable opportunities?

Panel Session

  • India- with funds now starting to invest, is this the time to get involved?
  • China- has the move towards PPPs benefitted international investors?
  • Will more big players start to make waves in Asia?
  • Examining opportunities in Asian renewables
17:35 - 18:00

Keynote Interview

18:00 - 18:05

Chair's summary and close of Day 1

18:05 - 19:30

Global Investor Forum drinks reception

Agenda

Day 2 - Wednesday 18th

08:15 - 08:55

Coffee & networking

Global Investor Forum - Day 2
08:55 - 09:00

Chair’s welcome back and summary of Day 1

09:00 - 09:40

Surviving rough seas: Infrastructure in a downturn

Panel Session

  • Will infrastructure assets behave how they’re expected to in a recession?
  • How today’s structures differ from the past
  • Challenging the resiliency and discipline of managers
  • Fulfilling return expectations in trickier times
09:40 - 10:20

Highlights of the Infrastructure Investor Insight findings

The Infrastructure Investor Research & Analytics team surveyed investors in the asset class to capture investor sentiment, relationships with GPs, and performance predictions. Investors range from established infrastructure players with diverse fund portfolios, to those planning to make their first infrastructure fund commitments in 2020.

 

Following a brief presentation of the survey’s findings, the panellists will share and discuss their observations and predictions for infrastructure investments.

10:20 - 10:40

Asset management in focus: how to really create alpha in 2020

Panel Session

  • Defining good operational value creation in the portfolio
  • Creating value in high-priced assets where upside is less obvious
  • How does today’s value creation differ between asset classes?
  • Management explain what an engaged investor really does to add value
10:40 - 11:20

Coffee & networking

Global Investor Forum - Day 2
11:20 - 12:00

Big Data and Infrastructure

Panel Session

  • How and to what extent can investors make use of the data created by their assets?
  • Working out what to collect and what’s valuable
  • The growing impact of data in improving asset management
  • Would sharing open source data help with industry risk management and improve goodwill towards the asset class?
12:00 - 12:40

Changing investor sentiment towards direct and co-investments in infrastructure

Panel Session

  • Getting the internal setup right to go direct
  • Are direct strategies better suited to private rather than public plans?
  • How co-investments can provide investors transparency without the underlying risk
  • Achieving the right balance of fund, direct and co-investments?
12:40 - 13:30

Keynote Presentation

13:30 - 14:40

Networking lunch

Global Investor Forum - Day 2
14:40 - 15:20

2020 Vision: Examining the fund structures and products of the next decade

Panel Session

  • Open-ended private infrastructure funds: the structure of the future?
  • Will infrastructure fund structures mirror the journey of more-established asset classes?
  • Secondary markets, efficiency and performance- the case for closed-end funds
  • Are the lines blurring between infrastructure, PE and real estate?
15:20 - 16:00

The evolving definition of infrastructure as the asset class matures

Panel Session

  • Exploring the limits of the ‘infrastructure’ designation
  • How funds can evolve their offering to better meet investor portfolio needs
  • Do definitions or returns matter more to investors in 2020?
  • Are funds chasing double digit returns still acting in the best interests of their clients?
16:00 - 17:00

Networking roundtables

Themed roundtables led by subject-matter experts on thorny topics affecting the future of the asset class. Topics include:

  • Big data
  • Cyber security
  • Resilience
  • Climate change
  • Valuations
  • Defining the infrastructure of the next decade
  • Open-ended/evergreen fund structures
17:00 - 17:10

Chair’s summary and close of Global Investor Forum 2020

Sponsorship Opportunities

The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.

For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498