Infrastructure
Investor
Investor
Investor Forum London 2022
13 - 14 September 2022,
Jumeirah Carlton, London
Today’s investors: tomorrow’s infrastructure
The Investor Forum brings together infrastructure’s most influential investors, fund managers, legislators and advisors for two days of networking and insight sharing in Europe’s largest financial hub.
Hear global investors debate the outlook for infrastructure amid ongoing market volatility. Expand your network and connect with leading investors.
Advance your investment strategies
Advance your investment strategies by connecting with the world’s most active institutional investors.
Discover new opportunities
Share investment strategies and industry insights to identify high value investment opportunities across Europe with leading investment practitioners.
Save time building your network
Create and nurture sustainable relationships with infrastructure’s elite by using our sophisticated networking platform.
Programme at a glance
Hear from leading investors on the current trends that are shaping infrastructure markets. Key themes include:
- Assessing options: What do events like Ukraine, Covid and interest rate rises mean for the market now?
- The geopolitical implications of the energy transition
- Investor views on the evolving global infrastructure market
- Dissecting the energy security trilemma – efficiency, environmental impact, and affordability
- Examining the long term goals for impact investing
Connect with active institutional investors
Part of the Global Passport
By securing your place at the Investor Forum, you will instantly become part of the global network of infrastructure leaders shaping the asset class.
Passport holders have year-round access to a directory of investors, frequent meetings with industry leaders, and a place at all Infrastructure Investor conferences throughout the year, including:
Please note, annual agenda is subject to change.
Pre-Event Resources
Partner with the Investor Forum
The Investor Forum offers a unique opportunity for organisations to raise their profile among senior decision-makers from across the world.
For exclusive sponsorship packages, please contact our sponsorship team at alexander.j@peimedia.com, +44 (0) 20 3862 7498.
Year-round infrastructure networking
The Investor Forum will take place in-person and virtually on our industry-leading platform.
Easily seek out relevant investors, get maximum visibility, and maintain relationships across the global industry.
Attendance at the event is now exclusive to Global Passport holders – our new investor/manager network. Book a demo to see how, in addition to attendance to the the Investor Forum, membership can help grow your business.
Investor Forum attendees shape the industry
Your access to the Investor Forum will provide more value than ever before, with year-round access to a directory of global infrastructure’s most influential network.
Advance your fundraising
Expand your fundraising horizons by meeting the the world’s most active institutional investors.
Uncover high-yield opportunities
Share perspectives on investment strategies and identify high-yield assets across the region with leading investment practitioners.
Save time building your network
Create and nurture sustainable relationships with infrastructure’s elite by using our sophisticated networking platform.
Investor Forum attendees get more
By attending the Investor Forum, you will join infrastructure’s most influential global network. Membership will give you:
-
- Access to the Investor Forum
- Virtual access to all of Infrastructure Investor’s global events
- Access to the investor directory
- Frequent virtual and in-person networking opportunities
- And much more…
Please note annual agenda is subject to change
Annette Bannister
Head of European Infrastructure, MetLife Investment Management
Annette Bannister is a Managing Director and Head of European Infrastructure and Project Finance for MetLife Investment Management (“MIM”). Annette is responsible for overseeing the origination and execution of new infrastructure debt transactions in… Read full bio
Manuel Dusina
Head of Infrastructure, Phoenix Group Plc
Manuel Dusina is Head of Infrastructure, responsible for the origination, execution and portfolio management of Phoenix Group debt infrastructure investments in the UK, Europe and USA. Prior to joining Phoenix Group, Manuel was at Scottish Widows in… Read full bio
Hans Fredrik Forssman
Senior Investment Manager, Skandia Norden
Hans Forssman has spent more than 30 years in the financial industry, within a wide variety of assets and strategies. Before joining the Skandia PEI team (Private Equity & Infrastructure) to head management of the infrastructure portfolio, he was… Read full bio
Ulla Agesen
Head of Infrastructure, Nordic Investment Opportunities
Ulla joined NIO in 2022 to set up a dedicated infrastructure solution to investors. Ulla has 20+ years of experience from the industry, throughout her career focusing on evaluating GPs/asset managers across liquid and illiquid markets. Most recently,… Read full bio
Ted Frith
Chief Operating Officer, GLIL Infrastructure
Ted joined GLIL in November 2018 and he is the Chief Operating Officer. He chairs the Executive Committee and is responsible for the day-to-day management of GLIL. Ted’s career spans 30 years in investment banking and asset management and he has a tr… Read full bio
Irina Frolova
Independent non-executive director & former Head of Infrastructure, PGGM
Irina Frolova brings over 20 years of international experience in investment management and corporate finance. Until recently as head of Infrastructure and head of asset management of the flagship 13 billion Euros open-ended infrastructure fund at PG… Read full bio
Jason Hyunjae Kim
Head of Infrastructure PF Team, Samsung Fire & Marine Insurance
Jason Hyunjae Kim is Head of the Infrastructure PF Team of Samsung Fire & Marine Insurance Company He is responsible for direct deal & commingled/SMA fund investments across various sectors, including transportation, utility, power/renewable,… Read full bio
Nitesh Mistry
Head of Infrastructure Finance, Swiss Re
Nitesh joined Swiss Re in May 2017 and is responsible for originating, structuring and managing infrastructure debt opportunities in the UK and Europe. He has over 20 years experience in infrastructure finance across rail, roads, utilities, energy an… Read full bio
Eugene Zhuchenko
Director and Founder, ETORE Advisory
Eugene Zhuchenko has over 20 years of infrastructure experience. Prior to founding ETORE Advisory, he was the CEO of Long Term Infrastructure Investors Association, managed an infrastructure portfolio at APG Asset Management, led M&A projects at… Read full bio
Interested in speaking at the Investor Forum?
Please contact William Russell at william.r@peimedia.com for more information.
Ulla Agesen
Head of Infrastructure, Nordic Investment Opportunities
Ulla joined NIO in 2022 to set up a dedicated infrastructure solution to investors. Ulla has 20+ years of experience from the industry, throughout her career focusing on evaluating GPs/asset managers across liquid and illiquid markets. Most recently,… Read full bio
Karen Azoulay
Head of Infrastructure Debt, BNP Paribas
Karen Azoulay has been Head of Infrastructure Debt at BNP Paribas Asset Management since joining the company in April 2017. She has over 23 years of experience in project and structured finance as advisor or lead arranger. Before joining BNP Paribas… Read full bio
Serkan Bahçeci
Partner and Head of Research, Arjun Infrastructure Partners
Partner and Head of Research at Arjun Infrastructure Partners. Previously, (i) Head of Research at J.P. Morgan Asset Management’s Infrastructure Investment Group; (ii) Consultant and Chief Economist for London Economics International LLC in Boston; (… Read full bio
Gordon Bajnai
Partner, Campbell Lutyens
Gordon Bajnai joined Campbell Lutyens in 2017 and is responsible for the development of the firm’s infrastructure capabilities globally, advising on both primary and secondary mandates. Gordon is also Chairman of the firm’s Global Advisory Board. Pri… Read full bio
Robert-Jan Bakker
Member of Management, Partners Group
Robert-Jan Bakker is part of the European Private Infrastructure business unit, based in Zug. He has 15 years of industry experience. Prior to joining Partners Group, he worked at APG Asset Management and Deloitte. He holds a cum laude master’s degre… Read full bio
Michela Bariletti
Chief Credit Officer, The Phoenix Group
Michela joined Phoenix Asset Management as Chief Credit Officer in May 2021. In this newly created role, Michela will lead the Credit Research and Ratings team for all asset strategies pursued by Phoenix Group, which will have capabilities to assign… Read full bio
Mariana Barrientos
Director- Infrastructure, Europe, CBRE Investment Management
Mariana joined CBRE Investment Management in 2021 as a Director of the Private Infrastructure Group. Mariana has over ten years of experience in real assets and joined CBRE Investment Management from Citigroup, where she was Vice President providing… Read full bio
Alex Bebov
Managing Partner, BAC Securities
Alex Bebov created BAC (BAC Securities and BAC Ltd.) 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. BAC has achieved 36… Read full bio
Joss Blamire
Director, Infrastructure, GRESB
Joss Blamire is the Director of Infrastructure at GRESB. GRESB’s mission is to assess and benchmark the Environmental, Social and Governance (ESG) and other related performance, including for infrastructure assets, providing standardised and validate… Read full bio
Michael Bonte-Friedheim
Founding Partner and Group CEO, NextEnergy Group
Founded NextEnergy Group (“NextEnergy”) in 2007. NextEnergy is one of the leading specialist international investment and asset managers focused on the solar sector. It has c.200 employees across multiple offices, including London, Milan, Hyderabad,… Read full bio
Oliver Bradley
Managing Director, Macquarie Capital
Oliver Bradley is Managing Director, Digital Infrastructure Investing at Macquarie Capital, the advisroy, capital markets and principal investment arm of Macquarie Group Limited. The Digital Infrastructure team invests directly in and supports the gr… Read full bio
John Bromley
MD of Clean Energy, Legal & General Capital
John leads Legal & General Capital’s (LGC) clean energy and climate investment strategy. Since joining in 2015, John created and developed our specialist investment team to invest in both established renewable energy infrastructure and early stag… 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
Benjamin Canet
Foreign Investment Manager, The Israeli Phoenix
Ben Canet is a Foreign Investment Manager and the head of Global Private Credit at Phoenix, Israel's leading pension fund and insurance company. Prior to joining Phoenix in January 2020, Ben spent 19 years in New York, as an investment banker for Cre… Read full bio
Phil Cooper
Director, Digital Infrastructure Accelerator
Phil Cooper is a Director of the Digital Infrastructure Accelerator. The DIA exists to help accelerate investment in emerging market digital infrastructure. Currently the DIA is working with digital infrastructure investors and owners in Asia, Africa… Read full bio
Gabriel de Lastours
Regional Head, Energy MENA - European Bank for Reconstruction & Development (EBRD)
Gabriel de Lastours is responsible for developing the EBRD's power and renewables portfolio across the southern and eastern Mediterranean region (SEMED). This includes structuring debt and equity investments as well as leading policy dialogue with go… Read full bio
Nic DiLoretta
Managing Director, Head of Real Assets, Aksia
Nic has over 14 years of experience in alternative assets with a focus in real assets investments. He assists in the management of the teams responsible for sourcing, conducting due diligence, and evaluating investments for real assets primaries and… Read full bio
Manuel Dusina
Head of Infrastructure, Phoenix Group Plc
Manuel Dusina is Head of Infrastructure, responsible for the origination, execution and portfolio management of Phoenix Group debt infrastructure investments in the UK, Europe and USA. Prior to joining Phoenix Group, Manuel was at Scottish Widows in… Read full bio
Andrea Echberg
Partner and Head of Global Infrastructure and Real Assets, Pantheon
Andrea is a Partner and Head of Pantheon’s Global Infrastructure and Real Assets Team. She is responsible for global infrastructure and real assets investments covering primary, secondary and co-investments. She is a member of the International Inves… Read full bio
Kiko Emae
Senior Director, Government Pension Investment Fund (GPIF)
Kiko Emae, Senior Director & Head of Infrastructure, Government Pension Investment Fund (GPIF) Joined GPIF in April 2021, and leads the infrastructure team. Prior to joining GPIF, she was at Mitsubishi Corporation, where she was one of the foundi… Read full bio
John Flint
Chief Executive Officer, UK Infrastructure Bank
John Flint was appointed as the first permanent CEO of the UK Infrastructure Bank in September 2021. He is a banker with a wealth of experience, and is the former Group Chief Executive of HSBC. UK Infrastructure Bank The UK Infrastructure Bank is a n… Read full bio
Ted Frith
Chief Operating Officer, GLIL Infrastructure
Ted joined GLIL in November 2018 and he is the Chief Operating Officer. He chairs the Executive Committee and is responsible for the day-to-day management of GLIL. Ted’s career spans 30 years in investment banking and asset management and he has a tr… Read full bio
Irina Frolova
Independent non-executive director & former Head of Infrastructure, PGGM
Irina Frolova brings over 20 years of international experience in investment management and corporate finance. Until recently as head of Infrastructure and head of asset management of the flagship 13 billion Euros open-ended infrastructure fund at PG… Read full bio
Christoph Gertenbach
Deputy Head of Finance, RAG-Stiftung
Christoph Gertenbach is the Deputy Head of Finance at the RAG-Stiftung, based in Essen (Germany). He is focusing on asset liability studies and is responsible for the strategic asset allocation and cash flow management. In addition, he is conducting… Read full bio
Kalliope Gourntis
Editor, Infrastructure Investor
Kalliope is Editor at Infrastructure Investor, focusing primarily on the print edition, the latest role she’s assumed since joining the company in 2013. Kalliope initially covered the US market when she was based in New York, but has since relocated… Read full bio
Alastair Hall
Senior Managing Director, Europe, OMERS
Alastair is Senior Managing Director, and Head of Europe for OMERS Infrastructure. Based in London, he oversees the organization’s investment activity and team in the region. OMERS Infrastructure currently has $32 billion AUM, and over 30 investments… Read full bio
Rajesh Hemnani
Investment Manager, British International Investments
Rajesh has over 13 years of investment experience in emerging markets across renewable energy, transport, urban infra & telecom sectors. He has a track record of making investments to the tune of $500m across the infrastructure sector in Asia and… Read full bio
Diogo Honório
Director Real Assets & Alternatives, Nordea Asset Management
Diogo joined Nordea Investment Management, in 2017, focusing on investment due diligence and advisory within Real Assets and other Alternatives. In addition, Diogo has been leading the development of the proprietary ESG assessment framework. Prior to… Read full bio
Anand Jagannathan
Senior Partner- NextGen, Antin Infrastructure Partners
Anand joined Antin in 2021 as a founding member of the NextGen team. Prior to joining Antin, Anand was at Investec as the Head of M&A in the power and infrastructure team in London, where he was responsible for developing their multi-product powe… Read full bio
Seung-ki Jeong
Manager, DGB Life Insurance
Seung-ki Jeong is responsible for alternative investment including infrastructure in DGB Life Insurance. Prior to DGB Life, he worked for MG Non-Life Insurance company as Alternative Investment Manager in investment team. Prior to MG Non-Life Insuran… Read full bio
Kashif Khan
Director, Infrastructure & Project Finance, MetLife Investment Management
Kashif Khan is a Director in the Private Infrastructure and Project Finance group for MetLife Private Capital Investors and is responsible for the origination and execution of new transactions, as well as the ongoing management of existing investment… Read full bio
Kuutti Kilpeläinen
Investment Manager, Finnfund
Kuutti Kilpeläinen is working as Investment Manager at Finnfund’s Digital Infrastructure and Solutions team covering telecom and technology sector globally with special focus on Sub-Saharan Africa and Asia. Digital Infrastructure and Solutions (DIS)… Read full bio
Jason Hyunjae Kim
Head of Infrastructure PF Team, Samsung Fire & Marine Insurance
Jason Hyunjae Kim is Head of the Infrastructure PF Team of Samsung Fire & Marine Insurance Company He is responsible for direct deal & commingled/SMA fund investments across various sectors, including transportation, utility, power/renewable,… Read full bio
Takako Koizumi
Executive Director, Head of Investment Management Department, Mitsui & Co. Alternative Investments
Takako Koizumi is an Executive Director and Head of Infrastructure & Real Estate Investment at Mitsui & Co. Alternative Investments, with over 20 years of experience in alternative assets. She started her career at Citibank in banking and M… Read full bio
Danae Kyriakopoulou
Senior Policy Fellow, Grantham Research Institute on Climate Change and the Environment, London School of Economics
Danae Kyriakopoulou is Senior Policy Fellow at the Grantham Research Institute on Climate Change and the Environment at the London School of Economics where she leads the policy work on the intersections of climate change, international finance and e… Read full bio
Sam Lissner
Principal, Ridgewood Infrastructure
Sam Lissner has more than a decade of private equity experience and leads Ridgewood’s ESG and Sustainability program. In addition to being Principal of Ridgewood Infrastructure, Sam is also a Managing Director and serves on the Investment Committee o… Read full bio
Bertrand Loubières
Head of Infrastructure Finance, AXA IM Alts
Bertrand is Head of Infrastructure Finance at AXA IM Alts. His responsibilities include managing a team of 10 infrastructure specialists investing in infrastructure loans and bonds. Before joining AXA IM Alts’ Real Assets in 2015, Bertrand headed the… Read full bio
Alessandro Merlo
Managing Director, Head of Infrastructure Debt, UBS Asset Management
Alessandro leads UBS AM Infrastructure Debt Platform, he has 18 years of experience in infrastructure finance across debt, ratings and M&A. Alessandro joined UBS AM in 2014, leading the investment activity of the Infrastructure debt strategies si… Read full bio
Nitesh Mistry
Head of Infrastructure Finance, Swiss Re
Nitesh joined Swiss Re in May 2017 and is responsible for originating, structuring and managing infrastructure debt opportunities in the UK and Europe. He has over 20 years experience in infrastructure finance across rail, roads, utilities, energy an… Read full bio
Elie Nammar
Senior Director, Vauban Infrastructure Partners
Elie Nammar joined Vauban Infrastructure Partners as a Senior Director in February 2021. He is dedicated to asset management in the digital infrastructure sector. Prior to joining Vauban, Elie was an Associate Partner at Oliver Wyman and a Group Prin… Read full bio
Rohini Pahwa
Managing Director, Arjun Infrastructure Partners
Rohini is a Managing Director at Arjun where she is responsible for originating and executing investments with focus on Digital Infrastructure. She brings 20 years’ experience in the financial services industry. Her focus over the last decade has bee… Read full bio
Carolyn Pearce
Managing Director, Stonepeak
Carolyn is a Managing Director with Stonepeak based in the firm’s London office. Prior to joining Stonepeak, Carolyn was the Head of Investor Relations at Infracapital, where she was responsible for fundraising, investor relations and co-investments.… Read full bio
Esther Peiner
Managing Director, Co-Head Private Infrastructure Europe, Partners Group
Esther Peiner is Co-Head of Private Infrastructure in Europe, based in Zug. She is a member of the Private Infrastructure Investment Committee. Esther is also a member of the firm's Diversity & Inclusion Committee and the sponsor of its Women's N… Read full bio
Vivek Sapra
Senior Advisor, Infrastructure Investments, Ampega Asset Management
Vivek Sapra is an Energy & Infrastructure project finance specialist with over 25 years’ experience in advising & structuring transactions. He joined the Infrastructure Investments team at Talanx Group – Ampega Asset Management GmbH in April… Read full bio
Olga Sclovscaia
Regional Head, MIGA, World Bank Group
Olga Sclovscaia is the Regional Head of Europe and Central Asia at the Multilateral Investment Guarantee Agency (MIGA), the political risk insurance and credit enhancement arm of the World Bank Group. Based in Paris, Ms. Sclovscaia leads MIGA’s busin… Read full bio
Laurent Segalen
Managing Partner, Megawatt-X
Laurent Segalen is a franco-british clean energy investment banker. He is the founder of Megawatt-X, the London-based Energy transition meta-platform, which he currently heads. Megawatt-X has listed more than 15GW of Wind and Solar transactions over… Read full bio
Laurens-Jan Sipma
Senior Portfolio Manager, Infrastructure Private Equity, APG Asset Management
Laurens-Jan is a Senior Portfolio Manager in APG’s European infrastructure team and is responsible for sourcing, executing and performing asset management of infrastructure equity investments, with a focus on digital infrastructure. He has been recen… Read full bio
Lawrence Slade
Chief Executive Officer, Global Infrastructure Investor Association
Lawrence Slade became Chief Executive Officer of the Global Infrastructure Investors Association (GIIA) in January 2020. GIIA represents investors with over US$1tn AUM. Prior to his role with GIIA Lawrence worked with Energy UK since 2011, becoming t… Read full bio
Phoebe Smith
Senior Director, Patrizia
Phoebe Smith is a Senior Director in the infrastructure equity team of PATRIZIA, based in London. She is involved in the origination and execution of infrastructure transactions as well as the asset management of the existing portfolio. Phoebe has ex… Read full bio
Matias Sottile
Infrastructure Debt – RiverRock Asset Management, RiverRock European Capital
Matias Sottile is responsible for Infrastructure Debt at RiverRock European Capital, a boutique AM focused in niche fixed income and equity strategies with c. EUR1.5bn of AuM. Matias founded Ayres Partners – an European boutique financial and strateg… Read full bio
Stefan Stauber
Investment Manager, Perpetual Investors
Stefan is an Investment Manager at Perpetual Investors, a multi-strategy investment and wealth management firm. In this role, he is responsible for managing the real asset portfolio and focuses on manger selection across the broad spectrum of the inf… Read full bio
Shane Swords
Managing Director-Head of Investor Relations, NextEnergy Capital
Shane, with over 20 years experience, joined NextEnergy Capital in 2019. Shane and his team have just completed the fundraising for NextPower III ESG at $896 million (target of $750 million), and are currently fundraising for NextPower UK ESG, where… Read full bio
Thomas Walenta
Senior Investment Officer, Asian Infrastructure Investment Bank (AIIB)
Thomas is Senior Investment Officer at the Asian Infrastructure Investment Bank (AIIB), a multilateral financial institution whose mission is financing the Infrastructure for Tomorrow — infrastructure that is green, technology-enabled and promotes re… Read full bio
Yuriko Watanabe
Director, Infrastructure Investment/Private Equity Investment Department, Japan Post Bank
Yuriko Watanabe leads Japan Post Bank’s infrastructure investment program and its infrastructure debt program. Prior to joining Japan Post Bank in July 2019, she spent 11 years at the Bank of Japan, where she led various studies on investment activit… Read full bio
Eugene Zhuchenko
Director and Founder, ETORE Advisory
Eugene Zhuchenko has over 20 years of infrastructure experience. Prior to founding ETORE Advisory, he was the CEO of Long Term Infrastructure Investors Association, managed an infrastructure portfolio at APG Asset Management, led M&A projects at… Read full bio
View agenda page
Agenda
Investor Forum 2022 - Tuesday 13th
08:00 - 09:00
Registration
Plenary
09:00 - 09:10
Introduction from Infrastructure Investor
09:10 - 09:20
Welcome from the chair
Anish Butani
09:20 - 10:00
Assessing options for policymakers amid ongoing volatility
Gordon Bajnai,
Andrea Echberg,
Danae Kyriakopoulou,
Esther Peiner
· What do events like Ukraine, covid and interest rate rises mean for the market now?
· Making sense of over two years of restrictions, risk and opportunity
· What would it take for people to stop investing in infrastructure?
Danae Kyriakopoulou
Senior Policy Fellow, Grantham Research Institute on Climate Change and the Environment, London School of Economics
Read bio
10:00 - 10:40
The infrastructure landscape today
Kalliope Gourntis,
Serkan Bahçeci,
Alastair Hall,
Yuriko Watanabe,
Sam Lissner
- Assessing the biggest infrastructure needs in 2022
- Anticipating the future investment impact of a cost-of-living and energy price crisis
- Does infrastructure still protect investors against inflation?
Moderator: Kalliope Gourntis, Editor, Infrastructure Investor
Yuriko Watanabe
Director, Infrastructure Investment/Private Equity Investment Department, Japan Post Bank
Read bio
10:40 - 11:10
Coffee & networking
Plenary
11:10 - 11:50
The growing importance of energy security
Irina Frolova,
Mariana Barrientos,
Michael Bonte-Friedheim,
John Bromley,
Gabriel de Lastours
- Dissecting the energy trilemma – energy efficiency, environmental impact, and affordability
- The role of hydrogen to empower the energy transition
- How the global energy mix needs to change to meet growing demand, and how this can be done sustainably
Moderator: Irina Frolova, Head of Infrastructure, PGGM
Gabriel de Lastours
Regional Head, Energy MENA - European Bank for Reconstruction & Development (EBRD)
Read bio
11:50 - 12:30
The geopolitical implications of the energy transition
Lawrence Slade,
Nic DiLoretta,
Anand Jagannathan,
Laurent Segalen
- How global independence from its largest energy source will spur a shift to renewables
- How will an energy transition to ‘rewire Europe’ look?
- Finding a role for transition technologies and traditional sources of energy
Moderator: Lawrence Slade, Chief Executive Officer, Global Infrastructure Investor Association (GIIA)
12:30 - 12:50
Keynote: The UK’s infrastructure bank roadmap
John Flint
12:50 - 14:00
Networking lunch
Plenary
14:00 - 14:40
The growth of sustainable investment
Joss Blamire,
Ulla Agesen,
Carolyn Pearce,
Shane Swords
- Comparing best practice of impact investment in the UK vs the rest of the world
- The implications of COP26 on pension pools and other investor types
- ESG data and reporting – how it differs region to region
Moderator: Joss Blamire, Director, Infrastructure, GRESB
14:40 - 15:20
Defining infrastructure investment in 2022
Michela Bariletti,
Diogo Honório,
Stefan Stauber
- Definition creep- drawing the line on what’s infrastructure and what’s leisure, healthcare and real estate
- Blurring the boundaries: Where does the market go next?
- Global investor and manager perspectives on where to seek returns
15:20 - 15:50
Coffee & networking
Plenary
15:50 - 16:30
Investor views on the evolving global infrastructure market
Eugene Zhuchenko ,
Benjamin Canet,
Ted Frith,
Christoph Gertenbach,
Takako Koizumi
- Big funds, big fees and declining investor influence? How to readdress the balance of power
- What will the manager relationships of the future look like?
- Decarbonisation- measuring carbon intensity within infrastructure and across the broader portfolio
Moderator:
Eugene Zhuchenko, Director & Founder, ETORE Advisory
Takako Koizumi
Executive Director, Head of Investment Management Department, Mitsui & Co. Alternative Investments
Read bio
16:30 - 17:10
Digital and smart infrastructure- the new core or just overhyped?
Oliver Bradley,
Phil Cooper,
Elie Nammar ,
Rohini Pahwa,
Laurens-Jan Sipma,
Phoebe Smith
- Getting frothy: Is there still value to be found in digital assets?
- Smart meters, street lighting and connectivity: New areas of digital examined
- Meeting the sustainability challenge: Addressing power consumption, energy efficiency & more
Laurens-Jan Sipma
Senior Portfolio Manager, Infrastructure Private Equity, APG Asset Management
Read bio
17:10 - 17:30
Case study: The importance of data and analytics in value creation
17:30 - 17:40
Closing comments from the chair
Anish Butani
Agenda
Investor Forum 2022 - Wednesday 14th
Plenary
08:30 - 09:30
Invitation-only institutional investor breakfast session
09:30 - 10:15
Keynote: Outlining a global investor’s approach to infrastructure today
Kiko Emae
- Creating and developing the infrastructure programme
- Lessons learned from the pandemic- diversification, key sector performance & new opportunities
- Looking forward- portfolio management, investment strategy & sustainable growth
10:15 - 11:00
Identifying investment opportunities in real asset debt
Alex Bebov,
Karen Azoulay,
Manuel Dusina,
Kashif Khan,
Jason Hyunjae Kim,
Alessandro Merlo
- Why investors should investigate infrastructure debt or other real asset financing to protect their portfolios
- Will debt overtake equity as the core infrastructure class of the future?
- How investors are navigating the increase in risk in infrastructure debt investment
Moderator: Alexander Bebov, Founder, BAC
11:00 - 11:30
Coffee & networking
Plenary
11:30 - 12:15
Infrastructure debt fundraising – under the magnifying glass
Matias Sottile,
Seung-ki Jeong,
Bertrand Loubières,
Nitesh Mistry,
Vivek Sapra
- How infrastructure debt has fared compared to other asset classes through the pandemic
- The types of vehicles proving most appealing and crisis-resilient
- Growth of UK infrastructure debt investment in comparison to other regions
Moderator: Matias Sottile, Responsible for Infrastructure Debt, Riverrock European Capital
Matias Sottile
Infrastructure Debt – RiverRock Asset Management, RiverRock European Capital
Read bio
12:15 - 13:00
Assessing the opportunity set in emerging & frontier infrastructure
Rajesh Hemnani,
Kuutti Kilpeläinen,
Olga Sclovscaia,
Thomas Walenta
- How are emerging market faring in the current macro environment?
- Mitigating the perception of risk in emerging markets
- Inflation, commodity prices and the impact on the growth market landscape
13:00 - 14:00
Networking lunch
Themed workshops
14:00 - 14:50
Themed roundtables: Attendees choose their preferred topic
Robert-Jan Bakker,
Shane Swords
Infrastructure Finance
- Is infrastructure debt the best route to get exposure in infrastructure as an asset class?
- How infrastructure debt is performing compared to other real asset finance strategies
Moderator: Michela Bariletti, Chief Credit Officer, Phoenix Group
Infrastructure Equity
- Improving the supply of social & economic infrastructure
- How inflation has affected sub-sector such as energy, food supply, etc
ESG/Sustainability
- A geopolitical focus on impact investment
- The rise of the ‘S’ in ESG
Moderator: Robert-Jan Bakker, Member of Management, Private Infrastructure Partners Group
Energy Transition
- Hybrid batteries and charging stations – infrastructure investment or just PE?
- What can be done to help existing companies enter into the zero-carbon world
Moderator: Shane Swords, Managing Director-Head of Investor Relations, NextEnergy Capital
14:50 - 15:00
Chair's summary
Anish Butani
15:00 - 15:00
Close of conference
The Investor Forum will be held at the Jumeirah Carlton, London, a luxury hotel in the heart of Knightsbridge.
Rooms are available for the event week.
Please click here for negotiated rates.
