Infrastructure
Investor
Investor
Infrastructure Debt Forum Global Summit Online 2021
18 - 21 October 2021,
Virtual Event, BST
Evaluate investment options, new financing structures and vehicles in infrastructure debt
The Infrastructure Debt Forum brought together senior, junior and mezzanine providers with global investors, issuers and developers. The forum provided attendees with the chance to analyse the benefits of differing investment structures, learn about landmark transactions and pinpoint new opportunities for yield.
Who attended?
Fund/Asset Managers
Had the opportunity to network with over 60 investors looking to allocate to infrastructure debt.
Investors
Were able to meet infrastructure debt fund managers and learn where debt fits within an infrastructure allocation.
Service Providers
Discussed developments in debt funds, banking capital and deal flow, while networking with the infrastructure funds and investors committing capital to debt.
Key Themes for 2020
- Establishing a sustainable investment model in your infrastructure debt strategies.
- Risk vs reward – investor suitability to varying debt opportunities.
- Navigating the current low interest rate environment.
- How to increase your influence as a debt investor in infrastructure.
- Increasing premiums without risk – embracing complexity in your infrastructure investment strategies.
One Summit: Seven Forums
The Global Investor Forum is the largest global gathering of institutional and private capital devoted to infrastructure and the focal point of the Global Summit.
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.
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
Pre-Event Resources
2020 Keynote speakers
Dr Ayesha Khanna
Co-Founder and CEO,
ADDO AI
Wiebe Wakker
Dutch Adventurer & Founder,
Plug Me In
2020 Speakers
Thomas Bayerl
Head of Illiquid Asset Debt, MEAG
Thomas Bayerl started his career in August 2004 as Portfolio Manager for structured products at Landesbank Baden-Württemberg (LBBW) after he finished successfully his studies of Mathematics. End of 2005 Thomas left LBBW und joined HSH Nordbank London… Read full bio
Monika Bednarz
Executive Director, Lagrange Financial Advisory
Monika is Executive Director at Lagrange based in Frankfurt, Germany. She advises institutional investors on infrastructure and real estate investments funds (equity and debt). She has over 20 years of professional experience in finance, including co… Read full bio
Jane Bowes
Managing Director, Threadmark LLP
Jane Bowes is a member of Threadmark’s European fund distribution team and Chair of the ESG Committee. Jane has almost two decades of capital raising experience and has worked on multiple infrastructure focused fundraises since joining Threadmark in… Read full bio
Anish Butani
Senior Director, bfinance
Anish is a Senior Director in the Private Markets team at bfinance and leads the firm’s coverage of the infrastructure asset class. Since joining bfinance in 2017, Anish has advised a broad range of clients globally in allocating over $8bn to the inf… Read full bio
Tim Cable
Senior Partner, Vantage Infrastructure
Tim joined the business in 2012 and has over two decades of relevant experience. Based in London, Tim is the Head of the Global Infrastructure Debt business and the portfolio manager of a number of the firm’s debt mandates. He is Chair of the Debt In… Read full bio
Hans-Peter Dohr
Founder & Managing Director, ICA - Institutional Capital Associates
Hans-Peter founded ICA in 2016. He has nearly 35 years’ experience of debt & corporate finance and alternative investments and holds an MBA from the Vienna University of Economics. ICA Institutional Capital Associates (ICA) ICA is an award-winnin… Read full bio
Frank Dornseifer
Managing Director, Bundesverband Alternative Investments
Frank Dornseifer is Managing Director of Bundesverband Alternative Investments e.V. (BAI), the German advocacy organization for the Alternative Investment industry. He has been active for more than 20 years in various functions in investment manageme… Read full bio
Nicole Douglas
Head of Investor Research, Infrastructure Investor
Nicole Douglas is the Head of Investor Research for Infrastructure Investor’s Research & Analytics department. Based in London but working across the company’s offices and products, she oversees researched content, surveys, and projects on invest… Read full bio
Jonathan Duguay-Arbesfeld
Senior Director, Infrastructure Financing, CDPQ
Jonathan Duguay-Arbesfeld is Senior Director, Infrastructure Financing, in the Fixed Income team at Caisse de dépôt et placement du Québec (CDPQ). As part of his mandate, he originates and structures unique and innovative investment opportunities foc… Read full bio
Jean Francis Dusch
CEO, Edmond de Rothschild UK, CIO Infrastructure Debt, Edmond de Rothschild AM UK
Jean-Francis Dusch brings 29 years of international project and structured finance experience to the team. He joined the Edmond de Rothschild Group in 2004, as co-head of the Project Finance department before taking charge of the group’s structuring… Read full bio
Burkhard Egbers
Founder, Egbers Investment Partners
Burkhard Egbers has more than 20 years’ experience in international infrastructure project investment, structuring, managing of due diligence and execution. As founding partner of Egbers Investment Partner (EIP), he advises companies, funds, and prof… Read full bio
Nicolas Firzli
Director-General, World Pensions Council (WPC)
M. Nicolas J. Firzli is director-general of the World Pensions Council (WPC), the global think-tank & asset owners association. Mr. Firzli is co-chair of the World Pensions Forum (WPF) held annually in a G12/EU capital, coordinator of the G7 Pens… Read full bio
Abhishek Gupta
Senior Research Engineer and Investment Solution Specialist , EDHECinfra
Abhishek Gupta is a Senior Research Engineer and Investment Solution Specialist leading the applied research of unlisted infrastructure indices and advising solutions to prospective clients. He has more than six years of asset management industry exp… Read full bio
Tim Hartwig
Director Project Finance , HOCHTIEF PPP Solutions
Tim has 16 years of experience, predominantly in project and structured finance. Previous assignments included working in Great Britain, the US and emerging markets (China, India, Africa). Before joining HOCHTIEF, Tim was with the World Bank (Washing… Read full bio
Severin Hiller
Co-Head of Infrastructure Debt, Rivage Investment
Severin Hiller is a co-head of infrastructure debt at Rivage Investment, having joined the firm in October 2014. Since joining the firm, Severin has been instrumental in building one of the leading infrastructure debt practices in Europe. Severin has… Read full bio
Andrew Jones
Global Head of Infrastructure Debt, AMP Capital
Andrew Jones is responsible for leading AMP Capital’s infrastructure debt activities globally including AMP Capital’s Infrastructure Debt funds. Mr Jones has over 29 years of experience in the industry and joined the Investment Team in January 2000.… Read full bio
Ayesha Khanna
Co-Founder and CEO , ADDO AI
Dr. Ayesha Khanna is Co-Founder and CEO of ADDO AI, an artificial intelligence (AI) advisory firm and incubator. She has been a strategic advisor on artificial intelligence, smart cities and fintech to clients such as SMRT, Singapore's largest public… Read full bio
Dr. Gabriella Kindert
Independent Board Member, Neptune Leasing, a.o.
Dr. Gabriella Kindert is a senior banking and investment professional specialising in Alternative Credit and Private markets. She gained over 20 years of international experience in managing investment portfolios over the cycle for leading institutio… Read full bio
Dr. Dimitar Lambrev
Senior Portfolio Manager – Infrastructure Investments, UNIQA Insurance Group
Dr. Dimitar Lambrev joined UNIQA Insurance Group in 2015. He is currently based in Vienna and is leading UNIQA’s infrastructure investment activities in both infrastructure debt and equity spaces. Within his current role, Dimitar is responsible for t… Read full bio
Garrett Marquis
Vice President and Senior Advisor to the CEO for National Security Affairs, U.S. International Development Finance Corporation
Garrett Marquis is Vice President in the office of Strategic Initiatives at U.S. International Development Finance Corporation (DFC). As a Senior Advisor to the CEO for National Security Affairs, Mr. Marquis provides guidance and leadership on U.S. f… Read full bio
Agnes Mazurek
Head of Product Innovation, APEX Group
Agnes Mazurek is Global Head of Private Markets Innovation at APEX Group. Her role entails identifying and delivering new product and technology opportunities across the entire spectrum of private market clients managed by APEX, leveraging the latest… Read full bio
Benn Mikula
Managing Partner and Co-CEO, Cordiant Capital
Benn Mikula has been Managing Partner and Head of Investments at Cordiant Capital since the partner group purchased the firm from Ontario Teachers’ Pension Plan in 2015. Prior to Cordiant he has held roles including Managing Director & Head of Eu… Read full bio
Tom Murray
Managing Director, I Squared Capital
Tom Murray is a Managing Director responsible for infrastructure credit investments, including debt capital markets activities for I Squared Capital's portfolio companies. Tom joined I Squared Capital in 2019 to build the Firm's infrastructure credit… Read full bio
Jerome Neyroud
Head of Infrastructure Debt, Schroders
Jerome Neyroud has been running Schroders infrastructure debt franchise since 2015. Jerome and his team focusses on senior and junior debt in the European market. Prior to joining Schroders Jerome was managing infrastructure debt investments on behal… Read full bio
Kay Parplies
Head of Unit, European Commission
Kay Parplies is the Head of Unit for Investment and Innovative Financing in the European Commission's Directorate-General for International Cooperation and Development (DG DEVCO), where he works, among other areas, in the development of innovative bl… Read full bio
Alistair Perkins
Head of Infrastructure & Project Finance, NN Investment Partners
Alistair joined NN Investment Partners (formerly ING Investment Management) in July 2013. Previously, he held positions as Head of Debt Restructuring at Dexia following five years as a Director of Dexia’s Global Project Finance Group. Prior to that,… Read full bio
Erik Savi
Global Head of Carlyle Infrastructure Credit
Mr. Savi is a Managing Director and Global Head of Carlyle Infrastructure Credit. He is based in New York. Mr. Savi is responsible for overseeing and originating private investment grade, below investment grade, and mezzanine debt investments in glob… Read full bio
Dr. Sebastian Schroff
Global Head of Private Debt, Allianz Investment Management SE/Lead Portfolio Manager, AllianzGI
Sebastian Schroff is responsible for the Allianz Group private debt portfolio of over EUR 100bn and leads the Global Private Debt Team at Allianz Global Investors. Previous roles at Allianz since 2014 include being the responsible Investment Manager… Read full bio
Matias Sottile
Managing Partner, Ayres Partners
Matias Sottile is the founder of Ayres Partners, a boutique financial and strategy advisory firm specializing in funding of energy transition, digital infrastructure and infrastructure funds across investment grade and emerging markets. Ayres Partner… Read full bio
Christophe Strauven
Managing Director, Digital Colony
Christophe Strauven joined Digital Colony in 2019 as a Managing Director with a mandate to lead the origination of digital infrastructure credit investment opportunities in Europe. He has more than 15 years of experience in originating, structuring a… Read full bio
Dominic Swan
Head of Private Debt, HSBC Alternatives, HSBC Asset Management
Dominic is the Head of Private Debt, HSBC Alternatives. He has almost 30 years’ experience across portfolio management, credit, secured lending, workouts and structuring. Dominic is responsible for establishing and managing the direct investment capa… Read full bio
Celine Tercier
Head of Infrastructure Finance, Ostrum Asset Management
Céline Tercier is Head of Infrastructure Finance of Ostrum AM. She joined Ostrum AM in 2016 to participate in the launch of the Private Debt Real Assets department, which now manages more than €1.7Bn. Céline Tercier began her career in 1998 at the Ex… Read full bio
Dominik Thumfart
Managing Director and Global Co-Head of Origination, Infrastructure & Energy, Deutsche Bank
Dominik Thumfart is a Managing Director and Global Co-Head of Origination, Infrastructure & Energy, on Deutsche Bank´s Global Credit Financing Solutions platform. In this role, Dominik leads origination of structured credit opportunities and cove… Read full bio
Tod Trabocco
Director, Strategy and Research - ITE Management
Mr. Trabocco has over 25 years of investing and finance experience coming to ITE Management from Cambridge Associates as Managing Director. Prior he was also Managing Director with Kayne Anderson Capital Advisors’ middle market mezzanine strategy and… Read full bio
Alex Waller
Head of Infrastructure Debt, Whitehelm Capital
Alex leads the debt investing activities for Whitehelm and has 18 years’ industry experience in debt financing, investment banking and principal investment. Prior to the formation of Whitehelm, Alex spent seven years at Challenger where he was a Dire… Read full bio
Cun Yu (Jack) Wang
Fund Manager, Asset Management One Alternative Investments
Jack joined Asset Management One Alternative Investments, Ltd. (“AMOAI”) as a Fund Manager in April 2016. Jack has structured and helped established Japan’s first Infrastructure Debt fund focusing on project finance loans for Japanese institutional i… Read full bio
View agenda page
Agenda
Infrastructure Debt Forum 2020 - Thursday 15th
Infrastructure Debt Forum 2020 - Thursday 15 October
08:00 - 08:45
Invite-only Infrastructure Debt Investor breakfast
08:45 - 08:55
Welcome from Infrastructure Investor
08:55 - 09:05
Chairperson’s welcome address
Hans-Peter Dohr
09:05 - 09:40
Shaping the future – the changing definition of infrastructure and opportunities it will bring in debt investment
Dominik Thumfart,
Tim Cable,
Andrew Jones,
Agnes Mazurek,
Tom Murray
Panel Session
- What might be considered as infrastructure assets in the near future? And will debt investors be provided with opportunities as the definition broadens?
- What can investors do to get ahead of the curve to anticipate coming infrastructure debt opportunities in the future?
- To what extent will digital infrastructure assets be relevant for infrastructure debt funds in coming years?
- How much will energy transition continue to impact infrastructure debt markets?
Moderator: Dominik Thumfart, Global Co-Head of TIE Origination, Deutsche Bank
Dominik Thumfart
Managing Director and Global Co-Head of Origination, Infrastructure & Energy, Deutsche Bank
Read bio
09:40 - 10:20
Navigating the post-coronavirus environment – low interest rates & the economy
Severin Hiller,
Dr. Dimitar Lambrev,
Benn Mikula,
Dominic Swan
Panel Session
- What short & long term impacts has the coronavirus pandemic had on infrastructure debt markets?
- The impacts that a low interest rate environment is having on different stakeholders in the infrastructure debt market – investors, banks, sponsors & more
- How rising costs and falling interest rates have created a challenging environment for transacting deals. Are these conditions making the market increasingly borrower-friendly, and will this continue?
- Should relative value trump focus on immediate yield? And how can investors make their strategies future-proof whilst also resilient to the current environment?
- How will different types of investors alter their approach to infrastructure debt following the Coronavirus outbreak & subsequent market downturn?
- Compressing returns for senior & increased risk for junior – which debt strategies are most economy-proof?
Moderator: Severin Hiller, Co-Head of Infrastructure Debt, Rivage Investment
Dr. Dimitar Lambrev
Senior Portfolio Manager – Infrastructure Investments, UNIQA Insurance Group
Read bio
10:20 - 11:00
Risk vs reward – investor suitability to varying debt opportunities & finding relative value across the capital structure
Tod Trabocco,
Erik Savi,
Dr. Sebastian Schroff,
Alex Waller
Panel Session
- Assessing the capital structure in infrastructure debt – what investments are particularly appealing right now?
- How are investors going about evaluating their suitability for different opportunities in infrastructure debt?
- How can GP’s aid them in this assessment and provide them with a suitable strategy?
- Can investors be confident of discipline when it comes to their GP’s strategy? What measures can be put in place to give the investors reassurance?
Moderator: Tod Trabocco, Director, Strategy & Research, ITE Management
Dr. Sebastian Schroff
Global Head of Private Debt, Allianz Investment Management SE/Lead Portfolio Manager, AllianzGI
Read bio
11:00 - 11:30
Coffee & networking
Infrastructure Debt Forum 2020
11:30 - 11:50
The role of infrastructure debt in institutional portfolios
Abhishek Gupta
Case-study Presentation
11:50 - 12:30
Establishing a sustainable investment model in your infrastructure debt strategies
Frank Dornseifer,
Jane Bowes,
Jean Francis Dusch,
Alistair Perkins,
Celine Tercier
- How can the industry improve the way ESG is measured & assessed with regards to infrastructure assets? Will the United Nation’s SDG’s aid this?
- Green bonds & financing – pricing and other investment challenges in this area
- Pre-deal due diligence & covenants – ensuring you have the legal tools before you invest to implement your ESG goals
- The impact of infra – examining the social, climate & other impacts that are particularly prevalent in today’s society
Moderator: Frank Dornseifer, Managing Director, Bundersverband Alternative Investments
Jean Francis Dusch
CEO, Edmond de Rothschild UK, CIO Infrastructure Debt, Edmond de Rothschild AM UK
Read bio
12:30 - 13:00
Keynote Presentation – Smart Cities 2.0: The Future of Urban Living
Ayesha Khanna
Dr. Ayesha Khanna, Co-Founder & CEO, ADDO AI
13:00 - 14:00
Networking Lunch
Infrastructure Debt Forum 2020
14:00 - 14:35
How to increase your influence as a debt investor in infrastructure
Dr. Gabriella Kindert,
Monika Bednarz,
Tim Hartwig,
Christophe Strauven
Panel Session
- Pre-investment decisions & due diligence – ensuring you have the plan and provisions in place to successfully carry out your vision
- Aligning strategies & vision with other stakeholders – private equity sponsors, fellow lenders or otherwise
- What strategies can you pursue to make sure that you are holding the borrower to account?
- Common challenges & hurdles in implementing change
Moderator: Gabriella Kindert, Expert In Alternative Lending and Private Debt, Supervisory Board Member – Mizuho Europe
14:35 - 15:10
Fundraising & deal flow – the state of play across the world
Nicole Douglas,
Anish Butani,
Kay Parplies,
Garrett Marquis,
Agnes Mazurek
Panel Session
- Reviewing activity over the past 18 months for infrastructure debt
- How has the coronavirus pandemic affected fundraising and deal flow in 2020?
- Which regional markets are showing the most appetite for infrastructure debt deals?
- How GP’s can get the most out of their placement agents and other intermediaries when it comes to fundraising efforts
- What might fundraising look like in the future? Will the same channels, intermediaries and strategies still be used in five years’ time?
Moderator: Nicole Douglas, Head of Investor Research, Infrastructure Investor
Garrett Marquis
Vice President and Senior Advisor to the CEO for National Security Affairs, U.S. International Development Finance Corporation
Read bio
15:10 - 15:45
A global debt market in constant motion
Matias Sottile,
Jonathan Duguay-Arbesfeld,
Nicolas Firzli,
Jerome Neyroud,
Cun Yu (Jack) Wang
Panel Session
- Where do opportunities lie for investors in this gradually maturing market?
- A global view – is European private money putting pressure on the US PP market? And how are they responding?
- What regulatory risks are on the horizon for Europe and further afield? How can GP’s and other market participants best prepare for these?
- How can investors weigh up risk versus reward in emerging markets?
Moderator: Matias Sottile, Founder, Ayres Partners
15:45 - 16:00
Coffee & networking
Infrastructure Debt Forum 2020
16:00 - 16:20
Interview: Third-party business & investment success in infrastructure debt
Burkhard Egbers,
Thomas Bayerl
16:20 - 17:00
Investment Case Studies – from the front lines
Dr. Gabriella Kindert,
Tod Trabocco
This interactive session will feature different case studies from investments in the infrastructure debt market. Vote via our app for which investments you would back, and which you would avoid!
Moderator: Gabriella Kindert, Expert In Alternative Lending and Private Debt, Supervisory Board Member – Mizuho Europe
17:00 - 17:00
Close of conference
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