Investor
Global Investor Forum Global Summit Online 2021
18 - 21 October 2021,
Virtual Event, BST
The most important event in infrastructure
On 13-14 October 2020, the biggest names within the industry came together at the Global Investor Forum, the largest global gathering of institutional capital devoted to infrastructure and the core of the Global Summit. Attendees had the chance to 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 attended?
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
- 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
World-leading infrastructure managers that attended in 2020 include:
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.
2021 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
2020 Keynote speakers
Lord John Browne
Executive Chairman
L1 Energy
James Kerr
Author of Legacy: Lessons in Leadership
Caroline Criado Perez, OBE
Writer & Broadcaster
2020 Speakers

Philip Ajina
Partner, Infranode

Serkan Bahçeci
Partner and Head of Research, Arjun Infrastructure Partners

Isela Bahena
Managing Director, Private Infrastructure, Nuveen Real Assets and Infrastructure

Chris Beall
Managing Partner & Founder, NOVA Infrastructure

Mar Beltran
Non Executive Director, Globalvia, Monegros Energy

Ryan Bisch
Managing Director, Private Markets - Ontario Power Generation

Frederic Blanc-Brude
Director, EDHECinfra and CEO, Scientific Infra

Lennart Blecher
Head of Real Assets' Advisory Teams, Deputy Managing Partner and Chairperson of EQT Exeter, EQT

Mauricio Bolaña
Partner, Antin

Matteo Botto Poala
Managing Director, Infrastructure Investment Group - Goldman Sachs

John Breckenridge
Senior Managing Director, Head of Energy Infrastructure - Capital Dynamics

Todd Bright
Head Private Infrastructure Americas, Partners Group

Lord John Browne
Former CEO, BP

Matt Bushby
Managing Director, Head of Infrastructure Business Development, ClearBridge Investments

Bruno Candès
Partner, InfraVia Capital Partners

Gwenola Chambon
CEO and Managing Partner, Vauban Infrastructure Partners

Andrew Claerhout
Partner & Co-Head of Infrastructure, Searchlight Capital Partners

Jason Cogley
Managing Director, Fiera Infrastructure

Evan Corley
Partner, Head of Real Assets - Pantheon Ventures

Shawn D’Aguiar
Partner, Goodwin

Guillaume D’Engremont
Head of European Infrastructure, ICG

Renaud de Matharel
CEO & Managing Partner, Cube Infrastructure Managers

Patrick Deasy
Private Investment Funds Partner, Goodwin

Jerry Divoky
Vice President, Infrastructure & Renewable Resources - BCI

Nicole Douglas
Head of Investor Research, Infrastructure Investor

Charles Dupont
Head of Infrastructure Finance, Schroders

Jean Francis Dusch
CEO, Edmond de Rothschild UK, CIO Infrastructure Debt, Edmond de Rothschild AM UK

Matthias Fackler
Partner and Head of EQT Infrastructure Team Europe, EQT

Irina Frolova
Independent non-executive director & former Head of Infrastructure, PGGM

Marc Ganzi
President and Chief Executive Officer, Colony Capital

David Giordano
Managing Director, Global Head - BlackRock Climate Infrastructure, BlackRock

Darren Glatt
Partner & Co-Head of Infrastructure Investing, Searchlight Capital Partners

Abhishek Gupta
Senior Research Engineer and Investment Solution Specialist , EDHECinfra

Dr Harald Haas
Senior Investment Manager, MEAG MUNICH ERGO

Leigh Harrison
Head of EMEA, Senior Managing Director, Macquarie Infrastructure and Real Assets (MIRA)

Nigel Hatfield
Partner, Clifford Chance

Emil Henry
CEO and Managing Director, Tiger Infrastructure Partners

Peter Hobbs
Managing Director, Private Markets - bfinance

Chris Holmes
Partner, Foresight Group

Fraser Hughes
Chief Executive Officer, Global Listed Infrastructure Organisation (GLIO)

Ross Israel
Head of Global Infrastructure, QIC

Andrew Jones
Global Head of Infrastructure Debt, AMP Capital

Mikael Karlsson
Partner, Head of Actis Energy - Actis

Recep Kendircioglu
Head of Infrastructure Investments, Manulife Investment Management

James Kerr
Author of Legacy: Lessons in Leadership

Neil King
Managing Director, CPP Investment Board

Andreas Köttering
Managing Director, CBRE Investment Management

Thomas Lefebvre
Partner, I Squared Capital

Hamish Mackenzie
Managing Partner, Global Head of Infrastructure, DWS

Chris Manser
Head of Infrastructure Investments, Swiss Life Asset Management

Rosheen McGuckian
Chief Executive Officer, NTR

Jim Metcalfe
Co-Managing Partner & Head of Global Investments - Alinda Capital Partners

Yves Meyer-Bülow
Managing Director, Allianz Capital Partners

Declan O'Brien
Head Infrastructure Research & Strategy, UBS Asset Management

Iñigo Olaguibel
CEO and Founder, Qualitas Energy

Jonathan Oxley
UKRN CEO & Group Director, Ofcom - UKRN & Ofcom

Boe Pahari
Global Head of Infrastructure Equity and Managing Partner, AMP Capital

Frédéric Palanque
Partner, Conquest

Ed Pallesen
Managing Director, Co-Head of Infrastructure, H.I.G. Capital

Manish Pandey
Partner & Co-Head Infrastructure, Access Capital Partners

Ravi Parekh
Managing Director, GCM Grosvenor

Toby Parkinson
Partner, Clifford Chance

Caroline Criado Perez, OBE
Writer and Broadcaster

Michael Pollan
Partner, Omnes

Ross Posner
Managing Partner, Ridgewood Infrastructure

Julia Prescot
Partner, Chief Strategy Officer, Meridiam

Denis Prouteau
Real Asset Private Debt Chief Investment Officer, Ostrum Asset Management

Julia Pyke
Financing and Economic Regulation Director, Sizewell C

Michael Ryan
CEO, Partner - Dalmore Capital

Patrick Samson
Managing Director and Head of Infrastructure Investments, PSP Investments

Oliver Schubert
Senior Partner, Vantage Infrastructure

Heiko Schupp
Global Head of Infrastructure Investment, Columbia Threadneedle

Harry Seekings
Co-Head of Infrastructure, InfraRed

Frank Segger
Portfolio Manager, KGAL

Lawrence Slade
Chief Executive Officer, Global Infrastructure Investor Association

Gregory Smith
President & Chief Executive Officer, InstarAGF

Kevin Smithen
Chief Commercial and Strategy Officer, DigitalBridge

Jamie Storrow
Managing Director & Head of Infrastructure, Northleaf

Geoff Strong
Senior Partner, Co-Head of Infrastructure, Apollo Management

Jordan Stutts
Senior Reporter, Private Markets

Eduardo Taulet
Executive Chairman, Lyntia

Peter Taylor
Co-Head of Carlyle Global Infrastructure Opportunity Fund, Carlyle

Angel Tejada
Head of Green and Sustainable Bonds, BBVA

Celine Tercier
Head of Infrastructure Finance, Ostrum Asset Management

Garret Tynan
Managing Director, KBRA

Kevin Smithen
Chief Commercial and Strategy Officer, DigitalBridge

Konstantin von Falkenhausen
Partner, B Capital Partners AG

Daniel von Preyss
Head of Private Equity Infrastructure (Europe), Executive Director - Impax Asset Management

Dominik von Scheven
Global Head of Infrastructure, Private Markets, HSBC Alternatives, HSBC Asset Management

Rick Walters
Infrastructure Director, GRESB

Kevin Warn-Schindel
Managing Director, HarbourVest Partners

Mark Weisdorf
Chair of the Investment Committee, IST3 IG

Tim Whittaker
Research Director, EDHECinfra

Simon Wilde
Senior Financial Adviser, OFGEM

Eugene Zhuchenko
Founder and Director, ETORE Advisory

Jason Zibarras
Founding Partner, Argo Infrastructure Partners
Agenda
Global Investor Forum - Day 1 - Tuesday 13th
Networking opens
Networking tutorial
Welcome from Infrastructure Investor
Nicholas Lockley, Director, Head of Conferences EMEA, PEI
Chair's introduction
Chair: Peter Hobbs, Managing Director, Private Markets, bfinance

Bringing ESG and sustainability issues into the mainstream
Panel Session
- ESG – if not now, when?
- The impact of ESG during a pandemic
- Moving sustainability from a reporting function to top of the CEO’s inbox
- What can investors do to prioritise action on ESG issues?
Moderator: Rick Walters, Infrastructure, Director, GRESB
Meet the speakers
Moderated Q&A and networking with the panel
Themed networking- ESG and sustainability
Keynote speech - 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.
Meet the speaker
Talk to Lord Browne live about the themes of his keynote
Themed networking- Infrastructure of the future
Lunchtime break
Keynote panel - Infrastructure today, tomorrow and the next decade
Panel Session
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.
Moderator: Gregory Smith, President & CEO, InstarAGF Asset Management
Meet the speakers
Moderated Q&A and networking with the panel
Themed networking- Infrastructure in 2020
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
Moderator: Toby Parkinson, Partner, Clifford Chance
Meet the speakers
Moderated Q&A and networking with the panel
Themed networking- Specialist funds
Keynote - Stop hurting women: how the data ignores women and creates poor urban infrastructure plans
Caroline Criado Perez, OBE, author of Invisible Women: Exposing Data Bias in a World Designed for Men
Meet the speakers
Put your questions to Caroline Criado Perez live
Themed networking- The state of the market
The state of play: Infrastructure investors on a difficult start to 2020
Panel Session
- A panel of experts analyse the state of the infrastructure market as we enter a new decade amid the covid-19 pandemic
- Managing valuation shocks and portfolio liquidity issues
- Views on new fund commitments
- Re-upping with existing managers
Moderator: Nigel Hatfield, Partner, Clifford Chance
Meet the speakers
Moderated Q&A and networking with the panel
Themed networking- The state of the market
Chair's summary
Peter Hobbs, Managing Director, Private Markets, bfinance
Close of day one
Agenda
Global Investor Forum - Wednesday 14 October - Wednesday 14th
Chair’s welcome back and summary of day one
Dr Patricia Rodrigues Jenner, Portfolio Non-Executive Director
Value creation in a secondary buyout: Antin & Lyntia
Interview
- Carving outa PE-owned business with a presence in multiple locations
- Recruiting new managers to complement the existing management team
- Developing and executing a plan to refocus the business
- How do value creation levers differ across asset classes?
Interviewed by Zak Bentley, Infrastructure Investor
Meet the speakers
Talk to Mauricio and Eduardo about the Lyntia deal.
Speed networking
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?
Moderator: Bruno Alves, Senior Editor, Infrastructure Investor
Meet the speakers
Moderated Q&A and networking with the panel
Themed networking- Big data
Lunchtime break
The big reveal: Infrastructure Investor's ranking of largest investors globally
Presentation
Infrastructure Investor’s Research & Analytics team has produced a ranking based on the market value of investors’ private infrastructure investment portfolios both through third-party managed vehicles and direct investments. We reveal the top 20 institutions in the II50 and compare how the ranking has changed over the past year.
Speaker: Nicole Douglas, Head of Investor Research, Infrastructure Investor
Keynote interview - How lessons from elite sport can be applied to business after covid-19
Learn how to get back to normal and what we can learn from the experience of professional sports teams and leagues about the future of business.
James Kerr, Founding Partner, Fable Partners & bestselling author of Legacy: What the All Blacks Can Teach Us About the Business of Life
Meet the speaker
Talk to James Kerr live about the themes of his keynote
Speed networking
Surviving rough seas: Infrastructure in a downturn
Panel Session
- Are infrastructure assets behaving as expected?
- How today’s fund structures differ from the past
- Testing the resiliency and discipline of managers
- Fulfilling return expectations in trickier times
Moderator: Bruno Candes, Partner, InfraVia Capital Partners
Meet the speakers
Moderated Q&A and networking with the panel
Themed networking- Infrastructure in a downturn
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
Moderator: Eugene Zhuchenko, Founding Partner, ETORE Advisory
Workshop leaders:
- Oskar Backman, Investment Manager, Polhem Infrastructure
- Isela Bahena, Managing Director, Nuveen Asset Management
- Jason Cogley, Managing Director, Fiera Infrastructure
Meet the speakers: Co-operative investing
Moderated Q&A and networking with the panel
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
Moderator: Ross Posner, Managing Partner, Ridgewood Infrastructure
Workshop Leaders:
- Chris Beall, Managing Partner & Co-founder, Nova Infrastructure
- Guillaume D’Engremont, Head of European Infrastructure, ICG
- Dr Andreas Koettering, Partner, CBRE Caledon Capital Management
- Jamie Storrow, Managing Director & co-Head of Infrastructure, Northleaf Capital Partners
Meet the speakers: Midmarket
Moderated Q&A and networking with the panel
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?
Moderator: Lawrence Slade, Chief Executive Officer, Global Infrastructure Investor Association
Themed networking: Evolving infrastructure
Moderated Q&A and networking with the panel
Speed Networking
Chair's Summary
Dr Patricia Rodrigues Jenner, Portfolio Non-Executive Director
Close of day two
Agenda
Global Investor Forum - Thursday 15 October - Thursday 15th
Chair’s welcome back and summary of day two
Peter Hobbs, Managing Director, bfinance
Energy investments in the 2020s
Panel Discussion
- Where are the best opportunities in renewables to be found?
- Development risk and opportunities
- The role of non-renewables and the energy transition
Moderator: Lawrence Slade, Chief Executive Officer, Global Infrastructure Investor Association
Meet the Speakers
Moderated Q&A and networking with the panel
Themed networking- Energy
Listed infrastructure- is it the best option for core, core+ and other investors?
Panel Session
- The role of listed as a complementary/alternative opportunity in an infrastructure portfolio
- Achieving portfolio balance through the right mix of assets
- Examining sectors where listed assets can offer superior value to unlisted
Moderator: Fraser Hughes, Chief Executive Officer, Global Listed Infrastructure Organisation
Workshop leaders:
- David Bentley, Partner, Atlas Infrastructure
- Matt Bushby, Global Head of Distribution, RARE Infrastructure
- Peter Hobbs, Managing Director, Private Markets, bfinance
- Chris Holmes, Partner, Foresight Group
Meet the Speakers
Moderated Q&A and networking with the panel
Themed networking- Listed infrastructure
Keynote - Smart Cities 2.0: The Future of Urban Living
Keynote Presentation
Dr. Ayesha Khanna, Co-founder and CEO, ADDO AI
Meet the speaker
Meet Ayesha Khanna and put your questions to her live
Themed networking- Smart cities
Lunchtime break
Communications and digital infrastructure
Panel Session
- Is there still value to be had in the sector de jour?
- Looking beyond towers, fibre and data centres
- PE, infrastructure or something else- what do investors think of the move to digital?
Meet the speakers
Moderated Q&A and networking with the panel
Themed networking- Digital
Highlights of the Infrastructure Investor Insight findings
Presentation and Panel
The Infrastructure Investor Research & Analytics team surveyed investors in the asset class to capture investor sentiment, relationships with funds, 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.
Moderator: Nicole Douglas, Head of Investor Research, Infrastructure Investor
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?
Moderator: Mark Weisdorf, Managing Partner, Mark Weisdorf Associates
Meet the speakers
Moderated Q&A and networking with the panel
Chair’s summary and conference closing remarks
Peter Hobbs, Managing Director, Private Markets, bfinance
Close of Global Summit Online
Agenda
Infrastructure Investor Global Summit Online 2020 - Monday 12th
Pathable tutorial
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