Shaping the infrastructure landscape of the future
The industry’s biggest names joined us at the Global Investor Forum, the largest gathering of institutional capital devoted to infrastructure and the core of the Infrastructure Investor Network Global Summit.
Attendees met and heard from the best of the best in the asset class, including founding and managing partners, CEOs and chairmen and many more. They also gained insights from leading global institutional and private investors and inspirational keynote speakers.
Key themes:
- Sustaining returns amid energy insecurity, market volatility and geopolitical tensions
- ESG and Sustainability – taking the conversation forward beyond energy assets
- Enhancing your infrastructure portfolio in an inflationary world
- To the core: assessing the increasing popularity and evolving definition of core infrastructure funds
Advance your fundraising
The most efficient way to meet the largest gathering of institutional investors actively allocating to the asset class.
Gain peer-to-peer insights
Attendees found out how to enhance their infrastructure portfolio in an inflationary world, discussed the future of ESG and sustainability and much more.
Save time building your network
Create and nurture sustainable relationships with infrastructure’s elite both at the event and on our sophisticated networking platform.
Part of the Global Summit
The Global Investor Forum is part of the industry leading Infrastructure Investor Network Global Summit. The Global Summit took place across four days and included six forums. From ESG to infrastructure debt, the Summit is always your best opportunity to connect with the world’s investors, learn from inspirational speakers and stay at the forefront of the infrastructure market.
Six specialist forums
Are you an institutional investor?
New for 2023, the Investor Council is a space for investors to come together and share peer-to-peer insights, learn from leading investors and more.
Position your brand at the centre of the infrastructure community
Strengthen your market credibility, put your brand in front of your key target markets and meet your investment and business goals. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more …
For more information on the available sponsorship opportunities, please contact Alexander Jakes at alexander.j@peimedia.com or call +44 (0) 203 862 7498.
Position your brand at the centre of the infrastructure community
Strengthen your market credibility, put your brand in front of your key target markets and meet your investment and business goals. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more …
For more information on available sponsorship opportunities, please contact Alexander Jakes at alexander.j@peimedia.com or call +44(0)20 3862 7498
For more information or if you are interested in speaking at the Global Investor Forum, please contact James Hatwell.
james.hatwell@peimedia.com | +44 (0)20 3994 7961
Agenda
Global Investor Forum 2023 - Tuesday 21st
Welcome from Infrastructure Investor

Welcome from the chair

Keynote panel: Will infrastructure pass the ultimate resilience stress-test?
- How infrastructure offers respite in the face of recessions, high-inflation and rising interest rates
- What are GPs doing to reassure and encourage investors?
- Sectors and strategies that are positioned to thrive amidst macroeconomic and geopolitical adversity
Moderator: Wilhelm Schmundt, Managing Director and Senior Partner – Global Leader, Infrastructure Investors, Boston Consulting Group (BCG)
Core to the fore for infrastructure investors
Panel discussion:
- How is the definition of core infrastructure evolving?
- How does appetite for core infrastructure assets compare to value-add, core plus and others amongst different types of investors?
- Highly regulated, inflation-linked and more: analysing the key characteristics that are setting these investments on the path to success
Moderator: Charlotte Madden, Partner, Clifford Chance






Keynote: Dr Fiona Hill, Senior Fellow, Foreign Policy – Center on the United States and Europe
Coffee and networking
Assessing appetite for risk in an unstable environment
Panel discussion:
- How investors and funds are measuring different types of risk in today’s world
- Amidst the Ukraine conflict and further geopolitical instability across the globe, where are investors willing to take a chance?
- Looking at merchant risk, technology risk, stranded asset risk and more as investors measure across different sectors
Moderator: Esther Peiner, Managing Director, Co-Head Private Infrastructure Europe, Partners Group






Driving the transition forward and through current energy insecurity
Panel discussion:
- How can policy makers and funds influence energy efficiency in the short and long term?
- The importance of diversification amongst suppliers, supply chains and technology in order to safeguard and strengthen energy transition ambitions
- Battery storage, hydrogen, carbon capture and more: what developments hold the key to success?
Moderator: Louisa Yeoman, Founding Partner, Astrid Advisors





Dan Wells
Partner, Foresight Group Co-Manager, Foresight Energy Infrastructure Partners, Foresight Group
Read bio
Global LP & GP perspectives: Sector strategies in 2023 and beyond
- Targeted vs generalist approach when it comes to sectors
- Energy, digital, social, transport – LP & GP thoughts on what these sectors hold for the future
- How LPs and GPs are developing their sophistication and diversification
Moderator: Irene Mavroyannis, Managing Partner, Private Capital Advisory, Sera Global





Networking lunch
Finding the keys to success for infrastructure debt & financing
Panel Discussion:
- How are debt funds thriving as liquidity leaves the market?
- Examining the success blueprint for equity players crossing over into the credit space
- Struggles with ESG & sustainability reporting: how could standardisation help?
Moderator: Irina Frolova, Independent Non-Executive Director & former Head of Infrastructure at PGGM
Digging into the details: best approach and methods for energy assets
Panel Discussion:
- Net-zero mega-funds, increased specialisation and increasing legislation: what’s shaping the energy assets of the future?
- Merits of debt and equity funds when it comes to pricing and regulatory factors affecting energy assets
- PPAs, merchant power and taking on risk – weighing up the key considerations for renewables investment models
Moderator: Isabel O’Brien, Reporter, Americas, Infrastructure Investor






The transportation bounce-back: stalling or in full flow?
Panel Discussion:
- How pronounced has the bounce-back for transportation assets been since Covid-19 restrictions have softened?
- How is a likely incoming recession going to impact this?
- Transportation assets of the future: how investors must adapt to find value as this sub-sector blends with other newcomers.
Moderator: Alexandra Dimsdale Gill, Partner, Clifford Chance
Combating present and future challenges in digital infrastructure
Panel Discussion:
- Protecting your portfolio against technology risk in a rapidly developing sector
- Achieving sustainability and energy efficiency in data centres
- Overcoming labour shortage issues in fibre rollout
Moderator: Claudio Ghisu, Managing Director, YIELCO Investments (Switzerland) AG

Claudio Ghisu
Co-Head Infrastructure/Managing Director, YIELCO Investments (Switzerland) AG
Read bio




Coffee and networking
LP panel: Smart strategy selection and risk assessment
- Finding best value in the mid-market and beyond
- Are investors diversified to different types of risk sufficiently?
- The strategic importance of disentangling infrastructure from private equity and other asset classes in your portfolio
Moderator: Surinder Toor, Managing Partner, Arjun Infrastructure





Polling debate: The future of infrastructure
- What will prove the biggest influence on the changing definition of infrastructure in the next five years?
- Which sub-sector will emerge from the recession and inflationary environment as the biggest ‘winner’?
- Which type of strategy will prove the most popular with institutional and private investors?
Moderator: Mitch Barltrop, Managing Director, FTI Consulting






Closing keynote: Wirecard: Lessons from the spectacular collapse of a tech giant

Chair’s summary and close of Day 1

Paul Hastings official drinks reception
Agenda
Global Investor Forum 2023 - Wednesday 22nd
Women in Infrastructure networking breakfast
Chair’s welcome back

Opening keynote fireside chat
Moderator: Daniel Kemp, APAC Editor, Infrastructure Investor
Global keynote panel: Analysing the policy-making tailwinds blowing across the globe
- How is domestic & international policymaking currently shaping the infrastructure investment market?
- How are those in charge grappling with this unprecedented geopolitical and economic turmoil?
- Assessing the US’s Inflation Reduction Act; EU windfall tax action in response to energy security, and other policies in the pipeline
Moderator: Jon Phillips, Acting Chief Executive Officer, Global Infrastructure Investor Association (GIIA)
Keynote Interview
Moderator: Suresh, Subudhi, Managing Director and Senior Partner, Global Head of Transport, Cities and Infrastructure, Boston Consulting Group (BCG)
In conversation with Carlos Moreno, Scientific Director of the Chair ”Entrepreneurship Territory Innovation”, Sorbonne University-IAE Paris
Coffee and networking
Fireside Chat: SOLID infrastructure portfolios to navigate macro and geopolitical headwinds
Sustainability & ESG as a priority: maintaining momentum in challenging times
Panel Discussion:
- Are there sufficient opportunities out there for forward-thinking investors when it comes to article 8 or 9 funds?
- How can the trend towards increased sector specialisation help drive ESG and sustainability?
- How might standardisation be the answer in the face of increasing demands for data, reporting and regulatory compliance on funds?
Moderator: Rene Kassis, Chairman of the Infrastructure Funds’ Committee, AFG (The French Asset Managers Association)

Rene Kassis
Chairman of the Infrastructure Funds’ Committee, AFG (The French Asset Managers Association)
Read bio



Exploring fund-structuring trends in 2023 and beyond
Panel Discussion:
- What do fundraising figures tell us about the recent rise of open-ended funds and how does this compare to closed-ended?
- How do we see this trend playing out across different types of infrastructure assets?
- Continuation fund vehicles – a credible alternative option in the face of growing numbers of megafunds?
Moderator: Paul Buckley, Managing Partner & Co-Founder, FIRSTAvenue



Andrew Cogan
Managing Director, Portfolio Manager, Infrastructure Yield Fund, Fengate Asset Management
Read bio

Presentation: Infrastructure Investor data presentation

Networking lunch
Fireside Chat: Underwriting risks and opportunities in digital infrastructure during an economic downturn
From the PE playbook: differentiating through operational capability
- Who are the funds leading the trend in operational value creation strategies for infrastructure assets?
- Best practice and examples of carrying out asset value creation and operational excellence
- Why are these capabilities becoming of increasing importance for investors selecting their managers?
Moderator: Helene Schütrumpf, Director, Ely Place Partners






Fireside Chat: Differentiation and driving value within infrastructure
Infrastructure’s influential role in a changing wider world
Panel Discussion:
- Assessing responsibilities and adaptability when it comes to climate
- Social issues – what can investors and fund managers do to make a positive difference in a world of rapidly evolving social dynamics?
- Cost of living, economic turmoil and geopolitical tensions – striking the right balance in uncertain times
Moderator: Janis Hoberg, Investment Manager, Luxcara






Coffee and networking
Defying gravity? Outlook for infrastructure valuations
Panel Discussion:
- Why are infrastructure valuations staying higher than anticipated? Will it remain this way?
- How might the cost of debt have a significant impact on this in the near future?
- Which infrastructure sub-sectors might feel the impact of changing valuations most severely?
Moderator: Rishi Karir, VP of Sales, Mercatus, a State Street Company






Closing Panel: Embracing the infrastructure toolkit beyond core
- What areas outside of core are experiencing the most significant growth, and why?
- Impact of valuations when it comes to selecting strategies including co-investments, secondaries, value-add and more
- Operational capabilities, volatility protection and more: how can managers differentiate themselves to succeed across the strategy spectrum?
Moderator: Devinder Sangha, Partner, Albourne Partners






Chair’s summary

Close of Global Investor Forum

Natalie Adomait
Managing Partner, Brookfield

Bruno Alves
Senior Editor, Infrastructure Investor

Juan Angoitia
Co-Head Europe and Senior Managing Director of the Infrastructure team at Ardian, Ardian

Annette Bannister
Managing Director, MetLife Investment Management

Mitch Barltrop
Managing Director, FTI Consulting

Chris Beall
Managing Partner & Founder, NOVA Infrastructure

Joost Bergsma
Managing Partner, CEO, Glennmont Partners from Nuveen

Gautam Bhandari
Managing Partner, I Squared Capital

Deepa Bharadwaj
Head of Infrastructure, Europe, IFM Investors

Dr. Mathias Bimberg
Managing Director, Head of Infrastructure, Prime Capital AG

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

Erik Botnevik
Director, Country lead Norway, Infranode

Alex Brierley
Co-Head of Octopus Energy Generation, Octopus Energy Generation

Paul Buckley
Managing Partner and Co-Founder, FIRSTavenue

Thomas Buss
Partner, Origination & Execution, InfraRed Capital Partners

Sarah Cable
Head of Investor Solutions, Morrison & Co

Bruno Candès
Partner, InfraVia Capital Partners

Gwenola Chambon
CEO and Managing Partner, Vauban Infrastructure Partners

Laurent Chatelin
Partner – Infrastructure, Eurazeo

Andrew Cogan
Managing Director, Portfolio Manager, Infrastructure Yield Fund, Fengate Asset Management

Marco van Daele
Co-CEO & CIO, SUSI Partners

Keith Derman
Partner & Co-Head of Infrastructure, Ares Management

Pénélope Dietsch
Managing Director, ICG Infra

Alexandra Dimsdale Gill
Partner, Clifford Chance

Karen Dolenec
Partner, Ancala Partners

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

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

Gisele Everett
Senior Managing Director and Head of Americas, OMERS Infrastructure

Gonzalo Cantabrana Fernández
Sector Lead and Senior Director, Infrastructure and Project Finance Ratings, S&P Global Ratings

Uwe Fleischhauer
Managing Director, YIELCO Investments AG

Dylan Foo
Head of Global Infrastructure, Apollo Global Management

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

Daniel Fuchs
Lead Portfolio Manager High Yield Infrastructure Debt, BlackRock

Prasad Gadkari
Executive Director and Chief Strategy Officer, NIIF

Jennifer Gandin
Principal, Investments, CIM Group

Marc Ganzi
Chief Executive Officer, DigitalBridge

Juan Garin
Policy Advisor, Sustainable Finance and Infrastructure, OECD

Claudio Ghisu
Co-Head Infrastructure/Managing Director, YIELCO Investments (Switzerland) AG

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

Christoph Gisler
Head Infrastructure Equity, Swiss Life Asset Managers

Kalliope Gourntis
Deputy Editor, Infrastructure Investor

Pooja Goyal
Partner and Chief Investment Officer of Carlyle Global Infrastructure, Carlyle

Cathy Granneman
Manager, Member Relations - Infrastructure, GRESB

John Graves
CIO, Low Carbon

Jackson Hall
Senior Investment Leader, Partners Group

Simon Hayden
Senior Managing Director, European Head of Blackstone Credit Sustainable Resources Group, Blackstone Credit

Dominic Helmsley
Head of Core Infrastructure, Abrdn

Emil W. Henry, Jr.
Chief Executive Officer, Tiger Infrastructure Partners

Dr. Fiona Hill
Senior Fellow - Foreign Policy, Center on the United States and Europe, The Brookings Institution

Janis Hoberg
Investment Manager, Luxcara

Masoud Homayoun
Partner and Deputy Head of Value-Add Infrastructure, EQT

Andrew Honan
Head of Infrastructure and Sustainable Investing, MML Capital Partners

Markus Hottenrott
Chief Investment Officer, Morgan Stanley Infrastructure Partners

Irini Kalamakis
Senior Managing Director & Global Head of Strategic Partnerships, OMERS Infrastructure

Omar Jaffrey
Managing Partner and Sole Founder, Palistar Capital

Rishi Karir
Vice President of Sales, Mercatus

Rene Kassis
Chairman of the Infrastructure Funds’ Committee, AFG (The French Asset Managers Association)

Timothy Keeling
Director, BCI

Daniel Kemp
APAC Editor, Infrastructure Investor

Recep C. Kendircioglu
Global Head of Infrastructure Equity, Manulife Investment Management

Andreas Köttering
Managing Director, CBRE Investment Management

Pete Labbat
Managing Partner, ECP

Nick Langley
Managing Director, Portfolio Manager, ClearBridge Investments

Kerron Lezama
Senior Director, Private Infrastructure, CBRE Investment Management

Nicholas Lockley
Director Events - EMEA, PEI Group

Luis Fernando Lopes
Partner and Chief Economist, Patria Investments

Cedric Lucas
Managing Director, Goldman Sachs Asset Management

Henrik Lundin
Chief Investment Officer, IMAS Foundation

Hamish Mackenzie
Managing Partner, Global Head of Infrastructure, DWS

Scott Mackin
Partner, Denham Capital

Charlotte Madden
Global Co-Head of Infrastructure, Clifford Chance

Ted Manvitz
Managing Director, Grain Management

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

Graham Matthews
PATRIZIA CEO Infrastructure, PATRIZIA

Irene Mavroyannis
Managing Partner, Private Capital Advisory, Sera Global

Dan McCrum
Investigative Reporter, Financial Times

Niall Mills
Managing Partner, Head of Global Infrastructure Investments, Igneo

Ali Miraj
Managing Director, Infrastructure Finance, ING

Carlos Moreno
Scientific Director of the Chair ''Entrepreneurship Territory Innovation'', Sorbonne University-IAE Paris

Adrian Mucalov
Partner, Head of Long Life Infrastructure, Actis

Isabel O'Brien
Reporter, Americas, Infrastructure Investor

Jonathan Ord
Investment Director, GLIL Infrastructure

Alina Osorio
President, Fiera Infrastructure

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

Nicola Palmer
Partner, Infrastructure, QIC

Esther Peiner
Managing Director, Co-Head Private Infrastructure Europe, Partners Group

Chantale Pelletier
Global Head of Infrastructure, Schroders Capital

Jon Phillips
Acting Chief Executive Officer, Global Infrastructure Investor Association (GIIA)

Juergen Pinker
Senior Managing Director, Blackstone

Vincent Policard
Partner, Co-Head of European Infrastructure, KKR

Ross Posner
Managing Partner, Ridgewood Infrastructure

Mark Prybutok
Managing Director, GI Partners

Melannie Pyzik
Managing Director, Head of Investor Solutions, Argo Infrastructure Partners

Kai Rintala
Managing Director, Taaleri Energia

Kate Roscoe
Managing Director, Infrastructure Investments, Manulife Investment Management

Mahesh Roy
Director, Investor Practices, Institutional Investors Group on Climate Change

Devinder Sangha
Partner, Albourne Partners

Elena Savostianova
Managing Partner, Ember Infrastructure

Isabelle Scemama
Global Head of AXA IM Alts, Member of AXA IM Management Board, Member of the Board of Directors of EPRA

Wilhelm Schmundt
Managing Director and Senior Partner - Global Leader, Infrastructure Investors, Boston Consulting Group

Dr. Angelika Schöchlin
Senior Partner, Antin Infrastructure

Helene Schütrumpf
Director, Ely Place Partners

Arash Shojaie
Principal, Infrastructure, QIC

Rick Shrotri
Managing Partner, Digital Alpha

William Smales
Partner and Chief Investment Officer, Morrison and Co

Gregory J. Smith
President and CEO, Instar Asset Management Inc.

Jamie Storrow
Managing Director & Head of Infrastructure, Northleaf

Suresh Subudhi
Managing Director and Senior Partner, Global Head of Transport, Cities and Infrastructure, Boston Consulting Group

Edward Talmor-Gera
Founding Managing Partner & CEO, NewVest

Maciej Tarasiuk
Senior Investment Director, Amber Infrastructure

Gideon Tilburgs
European Managing Director, Equitix

Saket Trivedi
Partner, Cube Infrastructure Managers

Surinder Toor
Managing Partner, Arjun Infrastructure Partners

Patrick Trears
Partner & Global Head of Infrastructure Debt, Ares Management

Garret Tynan
Managing Director, KBRA

Albena Vassileva
Executive Director, Infrastructure, IFM Investors

Vicente Vento
CEO and Founder, DTCP

Carol Volk
Infrastructure Development Unit Chief, U.S. Department of State

Gijs Voskuyl
Partner and Head of Infrastructure, DIF Capital Partners

David Walsh
Managing Director, Goldman Sachs Asset Management

Beth Watkins
Investment Director, Gravis

Dan Wells
Partner, Foresight Group Co-Manager, Foresight Energy Infrastructure Partners, Foresight Group

Mark White
Head of Real Assets, Albourne Partners

Christian Wiehenkamp
Chief Investment Officer, Perpetual Investors

Nikolaus Woloszczuk
Senior Managing Director, Stonepeak

Nicolas Wyss
Head Investment Management, Reichmuth & Co

Louisa Yeoman
Founding Partner, Astrid Advisors
