Investor
Global Investor Forum Global Summit 2021
19 - 20 October 2021,
Hilton, Berlin
The private infrastructure industry’s annual general meeting
Join the biggest names within the industry at the Global Investor Forum, the largest 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 and managing partners, CEOs and chairmen, plus leading global institutional and private investors attend and speak annually.
Advance your fundraising
The most efficient way to meet more than 400 investors actively allocating to the asset class.
Gain peer-to-peer insights
Explore how fundraising prospects look for H2 and beyond, how sector-focused strategies can capitalise on market dislocations, and much more.
Save time building your network
Create and nurture sustainable relationships with infrastructure’s elite at the event and on our sophisticated networking platform.
Speakers include:
One Summit. Seven Forums.
The Global Investor Forum is the core of the industry leading Infrastructure Investor Global Summit. Taking place across four days, the Summit has something to offer everyone involved in infrastructure. The Global Investor Forum is just one of the specialist forums taking place across the week.
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.
Agenda
Global Investor Forum - Tuesday 19th
Welcome from Infrastructure Investor

Chair’s welcome

Keynote panel: Building back better: lessons learned from a difficult 18 months
- Defining the brand and communicating it to investors
- Style drift- embrace or avoid?
- Offering investors diversification into new sectors
Moderator: Ali Miraj, Director, Infrastructure Finance, ING






2021 and climate change: Making sense of net zero, SDGs, EU taxonomy and COP26
- What does it all mean for infrastructure investors?
- How covid has accelerated existing trends on climate and broader ESG issues
- Are funds responding quickly enough to changing investor needs?
Moderator: Rick Walters, Chief of Standards and Innovation, GRESB
Profit with purpose: Investing to succeed both financially and socially
- Moving sustainability from ‘nice to have’ to business-critical
- The critical role of global business amid growing governmental nationalism
- Developing global partnership and leadership to counteract inequality
Followed by Q&A with Nicholas Lockley, Director, EMEA Events, PEI Media Group
Coffee break
Beyond wind and solar- examining interesting areas for renewables investors
- Evaluating business models for EV fleets, fuels, energy efficiency and carbon capture assets
- Getting investors comfortable with risk profiles and overall fit
- What should the industry do to get more of these assets into the market?
Moderator: Lawrence Slade, Chief Executive Officer, Global Infrastructure Investor Association






Fundraising in 2021: Getting back on the road
- Comparing virtual and physical fundraising results
- How investors feel about fundraising in a virtual era
- Can new entrants or products still raise money now?
Moderator: Bruno Alves, Senior Editor, Infrastructure Investor




Sarah Borg-Olivier
Chief Operating Officer and Senior Vice President, Instar Asset Management
Read bio
Lunch break
Sectors in focus: What will be the next digital?
- Where do fuels, EV fleets and charging, energy efficiency and carbon capture fit?
- Are more open-ended products the way forward?
- How investors view the products and sectors of tomorrow
Moderator: Patrick Deasy, Partner, Goodwin





Digital infrastructure: Does the reality match the hype for the ‘fourth utility’?
- Areas of focus; sub-sector, strategy and asset type
- Competition for larger ($1bn+) vs. mid-market transactions
- Assessing exit strategies and hold periods for digital assets
Moderator: Dominik Thumfart, Managing Director, Global Credit Financing Solutions, Infrastructure & Energy, Deutsche Bank
Getting aligned: How to manage stakeholder engagement in 2021
- How the ESG lens has sharpened its focus during the pandemic
- Labour, social unrest and how to get partnerships right
- Engaging with stakeholders around equality, diversity and inclusion issues
Moderator: Clare Burgess, Partner, Clifford Chance
How is infrastructure doing on equality, diversity and inclusion?
- Making diversity a business imperative
- Driving better results through greater diversity
- How does gender diversity within infrastructure compare to other asset classes?
Moderator: Helen Beatty, Partner, Herbert Smith Freehills
Coffee break
Streams conclude- plenary sessions continue at 15.50
The road to recovery: Putting the covid crisis in context
- Comparing today with previous crises- the GFC, the dotcom crash and more
- How the recovery is shaping up in Q4 2021
- Which sectors feature the best opportunities for growth and why?
Moderator: Charlotte Madden, Partner, Clifford Chance





Global Keynote Panel: Industry leaders look forward to 2022 and beyond
- Why fundraising and M&A activity have continued despite the challenges of covid
- Do new cyber-attacks + increased digitalisation = the big risks keeping investors up at night?
- How increases in geopolitical tensions are affecting the sector globally
Moderator: Bruno Candes, Partner, InfraVia Capital Partners


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


The state of play: Global investor strategy panel
Institutional and private investors analyse the state of the infrastructure market as 2021 draws to a close
- Are investors as bullish as managers on the shape of the recovery?
- Views on new fund commitments and re-upping with existing managers
- Has alignment of interest with managers improved?
Moderator: Adam Smallman, Director of Membership Programs, PEI Media Group





Close of Global Investor Forum Day 1

Networking Drinks Reception
Agenda
Global Investor Forum - Wednesday 20th
Investor-only Think Tank session (by invite)
Chair’s welcome back

Keynote interview: An industry leader sets out their roadmap for the infrastructure asset class
Hear why the Biden administration’s infra plan is a crucial first step, and how a US version of the World Bank could play a key role in mobilising private capital.
Interviewer: Bruno Alves, Senior Editor, Infrastructure Investor
Speaker: Sadek Wahba, Chairman & Managing Partner, I Squared Capital
Above 5%: How to get more out of your renewables funds
- Moving beyond vanilla wind and solar strategies in search of alpha
- How disruptive technologies can boost energy & electricity distribution
- Solving supply and demand issues for operating assets
Moderator: Irene Mavroyannis, Managing Partner, Private Capital Advisory, Sera Global

Irene Mavroyannis
Global Co-Head of Business Development, Infrastructure, Partners Group (USA) Inc.
Read bio




Coffee break
Market update from Infrastructure Investor
Our reports analyse the current state of the infrastructure market and detail the significant trends affecting the asset class in each quarter. We review 2021 from a fundraising perspective and look ahead to trends for 2022 as the world tries to get back to normal.

A new era of data and analytics for infrastructure investors
- The role of data in the infrastructure investment process
- Investment regulation and the need for better data
- InfraMetrics and the future of infrastructure investing

Keynote interview: Hear from GIP’s chairman and managing partner on the state of infrastructure today
Bayo will join us for an on-stage interview to discuss issues including where infrastructure is heading in the aftermath of a global pandemic, how to address systemic and economic disadvantage and what private markets firms can do to improve diversity in light of increasing investor and stakeholder demand.
Speaker: Adebayo Ogunlesi, Chairman and Managing Partner, Global Infrastructure Partners
Interviewer: Kalliope Gourntis, Editor, Infrastructure Investor
Lunch break
A key plank: How infrastructure debt has moved to the mainstream
- Why investors are increasingly allocating to infrastructure debt
- Is high yield the new core infrastructure equity?
- Making the grade: how to finance the digital infrastructure boom
Moderator: Adam Smallman, Director of Membership Programs, PEI Media Group




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

Transportation infrastructure- the good, the bad and the ugly
- Investors explain how to return transport assets to good health
- How airports can get their mojo back
- What are the capital markets and other financing sources’ outlook on transportation businesses?
Moderator: Minesh Mashru, Senior Investment Director, Real Assets Investment Group, Cambridge Associates




Coffee break
Midmarket infrastructure- finding value in a packed segment
- Assessing how new vehicles and spinoffs are moving into the space
- Growing pains: Dealing with size, discipline and maturity issues
- Is the midmarket large enough for funds to deploy at the scale they claim?
Moderator: Colin Simpson, Head of Asset Management, GLIL Infrastructure




Dominik von Scheven
Global Head of Infrastructure, Private Markets, HSBC Alternatives, HSBC Asset Management
Read bioUnpicking a GP-led infrastructure secondary
- Choosing the right route: Motivation, pricing and transparency
- Success factors: explaining the deal rationale, early engagement with investors and advisors
- Valuations: why getting a second opinion on price can make the difference
Moderator: Jasmine Hunet Lamourille, Managing Director, Private Capital Advisory, Evercore
Hybrid assets – the future of infrastructure or evidence of style drift?
- The evolving definition of infrastructure and real assets investments
- Are dentists, funeral homes and psychiatric clinics the new toll roads?
- Has investor appetite aligned with the risk profile of hybrid assets?





Chair’s summary and close of Global Investor Forum


Bruno Alves
Senior Editor, Infrastructure Investor

John Anderson
Global Head Corporate Finance & Infrastructure, Manulife

Jemima Atkins
Infrastructure Investments, Allianz Capital Partners

Alena Antonava
Investment Manager, RPMI Railpen

Karen Azoulay
Head of Infrastructure Debt, BNP Paribas Asset Management

Oskar Backman
Investment Manager, Polhem Infrastructure

Robert-Jan Bakker
Member of Management, Partners Group

Annette Bannister
Managing Director, MetLife Investment Management

Paul Barr
Partner, Pantheon Ventures

Chris Beall
Managing Partner & Founder, NOVA Infrastructure

Helen Beatty
Partner, Herbert Smith Freehills

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

Sarah Borg-Olivier
Chief Operating Officer and Senior Vice President, Instar Asset Management

François Bornens
Partner – Investor Relations, Arjun Infrastructure

Oliver Bradley
Managing Director, Macquarie Capital

Neil Brown
Head of Capital Formation, Low Carbon

Clare Burgess
Partner, Clifford Chance

Stéphane Calas
Managing Director, Cube Infrastructure Managers

Bruno Candès
Partner, InfraVia Capital Partners

Gwenola Chambon
CEO and Managing Partner, Vauban Infrastructure Partners

Laurent Chatelin
Partner – Infrastructure, Eurazeo

Meryem Cherif
Associate, AP Ventures

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

Barney Coles
Managing Director, Clean Energy Infrastructure - Capital Dynamics

Patrick Deasy
Private Investment Funds Partner, Goodwin

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

Andrea Echberg
Partner and Head of Global Infrastructure and Real Assets, Pantheon

Ingrid Edmund
Head of Financing and Portfolio Management, Columbia Threadneedle Investment

Mohamed El Gazzar
Partner, I Squared Capital

Adam Emmert
Managing Director, Tiger Infrastructure

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

Uwe Fleischhauer
Managing Director, YIELCO Investments AG

Mark Florian
Global head, BlackRock Infrastructure Funds, BlackRock

Dylan Foo
Head of Global Infrastructure, Apollo Global Management

Ted Frith
Chief Operating Officer, GLIL Infrastructure

Kalliope Gourntis
Deputy Editor, Infrastructure Investor

Dominic Helmsley
Head of Core Infrastructure, Abrdn

Michael Hoverman
Managing Director and Head, Global Partners Group, CIM Group

Jasmine Hunet Lamourille
Managing Director, Evercore

Allison Kingsley
Founder and Partner, NOVA Infrastructure

Stephane Kofman
Director, Fund Management, InfraRed Capital Partners Ltd

Andreas Köttering
Managing Director, CBRE Investment Management

Jaroslava Korpanec
Head of Infrastructure, Allianz Capital Partners

Pete Labbat
Managing Partner, ECP

Vittorio Lacagnina
Partner, Apollo Global Management

Raphael Lance
Head of Mirova Energy transition funds, Natixis Investment Managers

Sola Lawson
Co-Managing Director, African Infrastructure Investment Managers (AIIM)

Andrew Liau
Managing Director and Co-Head of H.I.G. Infrastructure, H.I.G. Capital

Bertrand Loubières
Head of Infrastructure Finance, AXA IM Alts

Charlotte Madden
Global Co-Head of Infrastructure, Clifford Chance

Steven Marshall
Chairman and Managing Partner, Cordiant Digital infrastructure, Cordiant

Minesh Mashru
Global head of Infrastructure , Cambridge Associates

Graham Matthews
PATRIZIA CEO Infrastructure, PATRIZIA

Irene Mavroyannis
Global Co-Head of Business Development, Infrastructure, Partners Group (USA) Inc.

Rosheen McGuckian
Chief Executive Officer, NTR

Ali Miraj
Managing Director, Infrastructure Finance, ING

Adebayo Ogunlesi
Chairman and Managing Partner, Global Infrastructure Partners

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

Lorenzo Parola
Partner, Herbert Smith Freehills

Chantale Pelletier
Global Head of Infrastructure, Schroders Capital

André Pfleger
Senior Investment Manager, SV SparkassenVersicherung

Paul Polman
Paul Polman, CEO Unilever (2009-19) and Co-Author of Net Positive

Ross Posner
Managing Partner, Ridgewood Infrastructure

Marie-Victoire Rozé
Senior Managing Director, Ardian

Immanuel Rubin
Head of European Secondaries / Partner, Campbell Lutyens

Michael Ryan
CEO, Dalmore Capital

Angelika Schöechlin
Senior Partner, Antin Infrastructure Partners

Oliver Schubert
Senior Partner, Vantage Infrastructure

Colin Simpson
Head of Asset Management, GLIL Infrastructure

Lawrence Slade
Chief Executive Officer, Global Infrastructure Investor Association

Adam Smallman
Director – Membership Programs, PEI Media

Jérôme Sousselier
Managing Director, ICG

Jonathan Stevens
Managing Director, Head of European Infrastructure Debt, BlackRock

Jackie Surtani
Director – Infrastructure Finance, Asian Development Bank

Dominik Thumfart
Managing Director and Global Co-Head of Origination, Infrastructure & Energy, Deutsche Bank

Garret Tynan
Managing Director, KBRA

Marco van Daele
Co-CEO & CIO , SUSI Partners

Konstantin von Falkenhausen
Partner, B Capital Partners AG

Daniel von Preyss
Head of PE/Infrastructure, Executive Director, Impax Asset Management

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

Gijs Voskuyl
Partner, DIF Capital Partners

Sadek Wahba
Chairman and Managing Partner, I Squared Capital

Rick Walters
Director, Infrastructure, GRESB

Eugene Zhuchenko
Managing Director, ETORE Advisory
