The evolving role of lending in the private infrastructure world

Join the Infrastructure Debt Forum and connect with global investors, issuers, and developers to explore how debt is providing security and opportunity for forward-thinking investors.

Find out about investor appetite for lending in the private infrastructure world on 24 March.

 

 

Infrastructure Investor New York - advance your fundraising

Advance your fundraising

Connect with a global audience of investors looking to allocate to infrastructure debt and benefit from focused networking with the right people.

Gain peer-to-peer insights

Explore why infrastructure debt may be considered the new core infrastructure class, how debt managers can improve their ESG integration, the key infrastructure sectors ripe for debt investment in 2022, and much more.

Infrastructure Investor New York Forum - build your network

Save time building your network

Create and nurture sustainable relationships with infrastructure’s elite at the event and on our sophisticated networking platform.

One Summit. Seven Forums.

The Infrastructure Debt Forum is part of the industry leading Infrastructure Investor Global Summit. Taking place across four days, the Summit has something to offer everyone involved in infrastructure.

The private infrastructure industry’s annual general meeting

Investing in assets which provide essential services

The route to net-zero post-COP26

Pursuing the momentum for change in emerging and frontier

Investing in the energy transition as the world moves towards net-zero

Navigating the route towards an inclusive global digital economy

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

 

Day 1
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Agenda

Infrastructure Debt Forum - Thursday 24th

Infrastructure Debt Forum
08:45 - 08:50

Introduction from Infrastructure Investor

08:50 - 09:00

Welcome from the chair

Agnes Mazurek
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Agnes Mazurek

Senior Consultant

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09:00 - 09:40

The new core infrastructure? How debt is providing security & opportunity for forward-thinking investors

Benjamin Hemming
  • Fewer defaults and higher recoveries? The reasons why infra debt is outperforming other alternative credit strategies
  • The big names and big launches flooding to market as the asset class matures
  • Can debt overtake equity as the core infrastructure class of the future?

 

A speaker photo for Benjamin Hemming

Benjamin Hemming

Head of Infrastructure Debt, MEAG

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09:40 - 10:20

Investor views on infrastructure debt opportunities in 2022 and beyond

  • Amidst the continuing evolution & definitions of alternative assets, where does infrastructure debt sit in LP portfolios?
  • Funds vs separately managed accounts (SMAs) – what are most appealing to LPs at present and why?
  • Why LPs are choosing infrastructure debt as their route towards diversification and a broader debt mandate
10:20 - 11:00

Moving with the times – how debt managers can improve their ESG integration

Tim Cable, Jane Bowes
  • The fallout from COP26 and expected impact on global infrastructure debt funds, projects and returns
  • SFDR – operating infrastructure debt funds under articles 7, 8 & 9
  • Examining the ‘S’ and the ‘G’ in an era dominated by the ‘E’
  • Exerting influence as a debt investor
A speaker photo for Tim Cable

Tim Cable

Senior Partner, Vantage Infrastructure

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Jane Bowes

Senior Vice President, Threadmark

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11:00 - 11:30

Coffee & networking

Infrastructure Debt Forum
11:30 - 12:10

The emergence of the green infrastructure debt brand

  • Who’s labelling their funds as ‘green infrastructure debt’ and what exactly does this mean?
  • How wary should LPs be of greenwashing in these instances?
  • Finding value and generating returns whilst working within investor demands and the EU taxonomy
12:10 - 12:40

Case Study

12:40 - 13:00

Presentation/Fireside chat

Nicolas Firzli
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Nicolas Firzli

Director-General, World Pensions Council

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13:00 - 14:00

Networking lunch with Digital Infrastructure and Energy Transition Forum attendees

Infrastructure Debt Forum
14:00 - 14:40

The rise and rise of higher-yielding strategies

Severin Hiller
  • Examining the supply and demand for junior debt strategies
  • What profile of investors are looking at this and how might this change in the coming years?
  • Finding value across the capital structure in the quest for core-level return generation

 

A speaker photo for Severin Hiller

Severin Hiller

Co-Head Infrastructure Debt, Rivage Investment

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14:40 - 15:20

The cost of debt: too good to be true?

Marguerite Polge De Combret
  • What market factors are causing current debt prices to be so cheap?
  • Is this sustainable?
  • What should LPs and GPs alike be wary of when it comes to pricings in the coming months?
A speaker photo for Marguerite Polge De  Combret

Marguerite Polge De Combret

Vice President, Macquarie Capital

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15:20 - 16:00

Pinpointing the key infrastructure sectors ripe for debt investment in 2022 and beyond

  • Assessing the trends driving investments in energy transition, social, digital and other infrastructure projects
  • How sophisticated must LPs be to lead the charge when it comes to sector-specific fund selection?
  • The where and the what – finding the right opportunities in the right regions across the globe
16:00 - 16:10

Closing comments from the chair

Alexander Bebov

Managing Partner, BAC Securities

Alex Bebov created BAC (BAC Securities) and was involved in more than 20 energy projects working for firms such as Alpiq/ATEL, Energo Pro, EoN Energie. BAC was the main manager of the first East-European REIT as a GP. He worked on Polish, Romania, We… Read full bio

Jane Bowes

Senior Vice President, Threadmark

Jane Bowes is a member of Threadmark’s European fund distribution team. Jane has almost two decades of capital raising experience and has worked on multiple infrastructure focused fundraises since joining Threadmark in 2014. As a founding member of T… 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

Marguerite Polge De Combret

Vice President, Macquarie Capital

Marguerite is Vice President at Macquarie Capital, based in London. Marguerite joined Macquarie in 2018 as part of the debt advisory team, within Macquarie Capital’s broader M&A team – she is responsible for leading advisory mandates across energ… Read full bio

Nicolas Firzli

Director-General, World Pensions Council

M. Nicolas J. Firzli is Director-General of the World Pensions Council (WPC), the think-tank & international association of pension and retirement funds. He is a graduate of Canada’s McGill University (Statistics & Financial Economics), an al… Read full bio

Benjamin Hemming

Head of Infrastructure Debt, MEAG Munich ERGO

Benjamin joined MEAG in 2014 and heads the Infrastructure Debt Team which is responsible for the origination and structuring of infrastructure deals in the sectors transport, digital & social infrastructure. He has more than 16 years’ experience… Read full bio

Severin Hiller

Co-Head 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

Philip Jacobs

Director Quantitative Structuring and Credit, Aquila Capital

Philip is a director for credit and structuring at Aquila Capital responsible for the debt strategy, rating advisory and portfolio refinancing structuring with more than 10 years of experience. He is also advising emerging corporate private debt and… Read full bio

Agnes Mazurek

Senior Consultant

Agnes Mazurek has 25 years of experience in private markets across the whole investments value chain (credit risk, origination, underwriting and distribution, portfolio management). In the past 10 years, she has led teams to financial close on over 3… Read full bio