Today’s investors: tomorrow’s infrastructure

The Investor Forum brought 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.

Attendees heard global investors debate the outlook for infrastructure amid ongoing market volatility. They expanded their networks and connected with leading investors.

Advance your investment strategies

Attendees advanced their investment strategies by connecting with the world’s most active institutional investors.

Discover new opportunities

Attendees shared investment strategies and industry insights and identified high value investment opportunities across Europe with leading investment practitioners.

Infrastructure Investor - build your network

Save time building your network

Attendees continue to nurture sustainable relationships with infrastructure’s elite using our sophisticated networking platform.

Programme at a glance

Attendees heard from leading investors on the current trends that are shaping infrastructure markets. Key themes included:
  • 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

Attending investors included:

AXA
Border To Coast Pensions Partnership
CDC Group
European Bank for Reconstruction and Development
GLIL Infrastructure
Local Pensions Partnership Investments
Pension Insurance Corporation
Pension Protection Fund
Phoenix Group
Railpen
Scottish Widows
Swiss Re

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.

Partner with the Investor Forum

The Investor Forum offered a unique opportunity for organisations to raise their profile among senior decision-makers from across the world.

For exclusive sponsorship packages on our other events, please contact our sponsorship team at alexander.j@peimedia.com, +44 (0) 20 3862 7498.

Year-round infrastructure networking

The Investor Forum took place in-person and virtually on our industry-leading platform.

Attendees easily sought out relevant investors, got maximum visibility, and will now maintain relationships across the global industry.

Attendance at the event is was 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 shaped the industry

Your access to the Investor Forum provided more value than ever before, with year-round access to a directory of global infrastructure’s most influential network.

Advance your fundraising

Attendees expanded their fundraising horizons by meeting the the world’s most active institutional investors.

Uncover high-yield opportunities

Attendees shared perspectives on investment strategies and identified high-yield assets across the region with leading investment practitioners.

Infrastructure Investor New York Forum - build your network

Save time building your network

Attendees will continue nurture sustainable relationships with infrastructure’s elite by using our sophisticated networking platform.

Investor Forum attendees get more

Attendees of the Investor Forum have joined infrastructure’s most influential global network. Membership will give you:

    • In-person and 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, MetLife

Annette Bannister

Managing Director, 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. For the past 8 years she helped to build the EUR 14 bln flagship direct open-ended private equity infrastructure fund at PGGM, most recentl… 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

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

Marcus Ayre

Partner, Head of Igneo Infrastructure Partners, Igneo Infrastructure Partners

Marcus Ayre is a Partner in the Infrastructure Investments team based in London, and is a member of the EDIF I, II & III and GDIF Investment Committees. Prior to joining the team in 2007, Marcus spent 10 years in European investment banking at Me… 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 of 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

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

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. For the past 8 years she helped to build the EUR 14 bln flagship direct open-ended private equity infrastructure fund at PGGM, most recentl… 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

Deputy Editor, Infrastructure Investor

Kalliope is Deputy 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 rel… Read full bio

Abhishek Gupta

Associate Director at the EDHEC Infrastructure Institute and the Head of infraMetrics® Product Development, EDHECinfra

Abhishek Gupta is an Associate Director at the EDHEC Infrastructure Institute and the Head of infraMetrics® Product Development. He has more than 10 years of experience in asset management and alternative investments including stints at Goldman Sachs… 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

James Hewitt

Vice President, Investor Relations, NextEnergy Capital

James Hewitt is a member of NextEnergy Capital’s Investor Relations team helping to manage the firm’s investor relationships and fundraising efforts. He joined NextEnergy Capital in June 2020 after nearly 6 years at BlackRock. At BlackRock, James was… 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

Gergely Horvath

Investment Officer / Infrastructure & Climate Action Funds, European Investment Bank

Gergely Horvath joined the European Investment Bank in 2017 and is responsible for investments in infrastructure and climate funds outside the European Union within EIB Global. Gergely’s primary focus is on private equity funds targeting infrastructu… 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

General Manager, Kiwoom Asset Management

Seung-ki Jeong is Kiwoom Asset management’s alternative investment manager. He is responsible for investing in real estate, infrastructure, private debt, private equity, and other alternative assets. Prior to Kiwoom, he worked at DGB Life insurance a… 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

Richard Knight

Managing Director, Asset Management, Equitix

Richard has over 20 years’ experience working within infrastructure and leading large teams in both the public and private sector. With a technical background and an interest in asset performance, Richard sits on a number of infrastructure boards, in… Read full bio
Takako Koizumi, Mitsui & Co. Alternative Investments

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

Minesh Mashru

Global Head of Infrastructure, Cambridge Associates

Minesh is a Senior Director and head of infrastructure in the Real Assets Investment Group at Cambridge Associates. He is focused on the infrastructure investment activities for the group, in both public and privatemarkets, debt, equity, and across d… 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

Partner and Senior Director, Vauban Infrastructure Partners

Elie Nammar joined Vauban Infrastructure Partners as a Senior Director in February 2021. Prior to joining Vauban, Elie was an Associate Partner at Oliver Wyman and a Group Principal Strategy Manager at Vodafone. During his tenure there, Elie was a se… 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

Martin Ragettli

Senior Vice President, IST Investment Foundation

Martin is the co-head of IST’s flagship private infrastructure offering IST3 Infrastruktur Global (“IST3 IG”) and is responsible for all investment activities of the fund. Martin has joined IST in 2016 and has successfully led the due diligence, stru… 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 announced the first close for NextPower UK ESG (“NPUK ESG”) at £327 million, which is over 65% of NPUK ESG’s target of £500m. The fund has a hard c… 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

Ekow Yankah

Founder & Management, Executive Board, RealPort

Ekow is a serial tech entrepreneur (> 20 years). He has successfully built fast growing tech organizations in the US, Asia and Europe. Ekow was part of the management executive board to IPO mobile-data and payment company Buongiorno, which was sol… 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
Day 1 Day 2
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
A speaker photo for Anish Butani

Anish Butani

Senior Director, bfinance

Read bio
09:20 - 10:00

Assessing options for policymakers amid ongoing volatility

Minesh Mashru, 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?

Moderator: Minesh Mashru, Global Head of Infrastructure, Cambridge Associates

A speaker photo for Minesh Mashru

Minesh Mashru

Global Head of Infrastructure, Cambridge Associates

Read bio
A speaker photo for Gordon Bajnai

Gordon Bajnai

Partner, Campbell Lutyens

Read bio
A speaker photo for Andrea Echberg

Andrea Echberg

Partner and Head of Global Infrastructure and Real Assets, Pantheon

Read bio
A speaker photo for Danae Kyriakopoulou

Danae Kyriakopoulou

Senior Policy Fellow, Grantham Research Institute on Climate Change and the Environment, London School of Economics

Read bio
A speaker photo for Esther Peiner

Esther Peiner

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

Read bio
10:00 - 10:40

The infrastructure landscape today

Kalliope Gourntis, Serkan Bahçeci, Alastair Hall, Sam Lissner, Yuriko Watanabe
  • 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, Deputy Editor, Infrastructure Investor

A speaker photo for Kalliope Gourntis

Kalliope Gourntis

Deputy Editor, Infrastructure Investor

Read bio
A speaker photo for Serkan Bahçeci

Serkan Bahçeci

Partner and Head of Research, Arjun Infrastructure Partners

Read bio
A speaker photo for Alastair Hall

Alastair Hall

Senior Managing Director, Europe, OMERS

Read bio
A speaker photo for Sam  Lissner

Sam Lissner

Principal, Ridgewood Infrastructure

Read bio
A speaker photo for Yuriko  Watanabe

Yuriko Watanabe

Director, Infrastructure Investment/Private Equity Investment Department, Japan Post Bank

Read bio
10:40 - 11:15

Coffee & networking

Plenary
11:15 - 12:00

The growing importance of energy security

Irina Frolova, Mariana Barrientos, Michael Bonte-Friedheim, 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, Independent non-executive director & former Head of Infrastructure, PGGM

A speaker photo for Irina Frolova

Irina Frolova

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

Read bio
A speaker photo for Mariana Barrientos

Mariana Barrientos

Director- Infrastructure, Europe, CBRE Investment Management

Read bio
A speaker photo for Michael Bonte-Friedheim

Michael Bonte-Friedheim

Founding Partner and Group CEO, NextEnergy Group

Read bio
A speaker photo for Gabriel  de Lastours

Gabriel de Lastours

Regional Head, Energy MENA - European Bank for Reconstruction & Development (EBRD)

Read bio
12:00 - 12:45

The geopolitical implications of the energy transition

Lawrence Slade, Marcus Ayre, 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)

A speaker photo for Lawrence Slade

Lawrence Slade

Chief Executive Officer, Global Infrastructure Investor Association

Read bio
A speaker photo for Marcus Ayre

Marcus Ayre

Partner, Head of Igneo Infrastructure Partners, Igneo Infrastructure Partners

Read bio
A speaker photo for Nic  DiLoretta

Nic DiLoretta

Managing Director, Head of Real Assets, Aksia

Read bio
A speaker photo for Anand Jagannathan

Anand Jagannathan

Senior Partner- NextGen, Antin Infrastructure Partners

Read bio
A speaker photo for Laurent Segalen

Laurent Segalen

Managing Partner, Megawatt-X

Read bio
12:45 - 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

A speaker photo for Joss  Blamire

Joss Blamire

Director of Infrastructure, GRESB

Read bio
A speaker photo for Ulla Agesen

Ulla Agesen

Head of Infrastructure, Nordic Investment Opportunities

Read bio
A speaker photo for Carolyn  Pearce

Carolyn Pearce

Managing Director, Stonepeak

Read bio
A speaker photo for Shane  Swords

Shane Swords

Managing Director, Head of Investor Relations - NextEnergy Capital

Read bio
14:40 - 15:20

Defining infrastructure investment in 2022

Anish Butani, Michela Bariletti, Diogo Honório, Martin Ragettli, 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

Moderator: Anish Butani, Senior Director, bfinance

A speaker photo for Anish Butani

Anish Butani

Senior Director, bfinance

Read bio
A speaker photo for Michela  Bariletti

Michela Bariletti

Chief Credit Officer, The Phoenix Group

Read bio
A speaker photo for Diogo  Honório

Diogo Honório

Director Real Assets & Alternatives, Nordea Asset Management

Read bio
A speaker photo for Martin Ragettli

Martin Ragettli

Senior Vice President, IST Investment Foundation

Read bio
A speaker photo for Stefan  Stauber

Stefan Stauber

Investment Manager, Perpetual Investors

Read bio
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

A speaker photo for Eugene Zhuchenko

Eugene Zhuchenko

Director and Founder, ETORE Advisory

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A speaker photo for Benjamin Canet

Benjamin Canet

Foreign Investment Manager, The Israeli Phoenix

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A speaker photo for Ted Frith

Ted Frith

Chief Operating Officer, GLIL Infrastructure

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A speaker photo for Christoph  Gertenbach

Christoph Gertenbach

Deputy Head of Finance, RAG-Stiftung

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Takako Koizumi, Mitsui & Co. Alternative Investments

Takako Koizumi

Executive Director, Head of Investment Management Department, Mitsui & Co. Alternative Investments

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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

Moderator: Oliver Bradley, Managing Director, Macquarie Capital

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Oliver Bradley

Managing Director, Macquarie Capital

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A speaker photo for Phil Cooper

Phil Cooper

Director, Digital Infrastructure Accelerator

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A speaker photo for Elie  Nammar

Elie Nammar

Partner and Senior Director, Vauban Infrastructure Partners

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A speaker photo for Rohini Pahwa

Rohini Pahwa

Managing Director, Arjun Infrastructure Partners

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A speaker photo for Laurens-Jan Sipma

Laurens-Jan Sipma

Senior Portfolio Manager, Infrastructure Private Equity, APG Asset Management

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A speaker photo for Phoebe Smith

Phoebe Smith

Senior Director, Patrizia

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17:10 - 17:30

Presentation: Picking the right yield in Infrastructure

Abhishek Gupta
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Abhishek Gupta

Associate Director at the EDHEC Infrastructure Institute and the Head of infraMetrics® Product Development, EDHECinfra

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17:30 - 17:40

Closing comments from the chair

Anish Butani
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Anish Butani

Senior Director, bfinance

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17:40 - 18:30

Networking drinks reception; Realport’s private dinner (invite only)

Agenda

Investor Forum 2022 - Wednesday 14th

Plenary
08:00 - 09:25

Registration

08:15 - 09:15

Invitation-only institutional investor breakfast session

09:25 - 09:30

Welcome from the chair

Anish Butani
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Anish Butani

Senior Director, bfinance

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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
A speaker photo for Kiko Emae

Kiko Emae

Senior Director, Government Pension Investment Fund (GPIF)

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10:15 - 11:00

Identifying investment opportunities in real asset debt

Alex Bebov, Karen Azoulay, Manuel Dusina, Kashif Khan, 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

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Alex Bebov

Managing Partner, BAC Securities

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A speaker photo for Karen Azoulay

Karen Azoulay

Head of Infrastructure Debt, BNP Paribas

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A speaker photo for Manuel  Dusina

Manuel Dusina

Head of Infrastructure, Phoenix Group Plc

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A speaker photo for Kashif Khan

Kashif Khan

Director, Infrastructure & Project Finance, MetLife Investment Management

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A speaker photo for Alessandro  Merlo

Alessandro Merlo

Managing Director, Head of Infrastructure Debt, UBS Asset Management

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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, Infrastructure Debt – RiverRock Asset Management, RiverRock European Capital

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Matias Sottile

Infrastructure Debt – RiverRock Asset Management, RiverRock European Capital

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A speaker photo for Seung-ki  Jeong

Seung-ki Jeong

General Manager, Kiwoom Asset Management

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A speaker photo for Bertrand Loubières

Bertrand Loubières

Head of Infrastructure Finance, AXA IM Alts

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A speaker photo for Nitesh  Mistry

Nitesh Mistry

Head of Infrastructure Finance, Swiss Re

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A speaker photo for Vivek  Sapra

Vivek Sapra

Senior Advisor, Infrastructure Investments, Ampega Asset Management

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12:15 - 13:00

Assessing the opportunity set in emerging & frontier infrastructure

Gergely Horvath, 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

Moderator:
Gergely Horvath
, Investment Officer / Infrastructure & Climate Action Funds, European Investment Bank

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Gergely Horvath

Investment Officer / Infrastructure & Climate Action Funds, European Investment Bank

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A speaker photo for Rajesh Hemnani

Rajesh Hemnani

Investment Manager, British International Investments

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A speaker photo for Kuutti  Kilpeläinen

Kuutti Kilpeläinen

Investment Manager, Finnfund

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A speaker photo for Olga  Sclovscaia

Olga Sclovscaia

Regional Head, MIGA, World Bank Group

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A speaker photo for Thomas Walenta

Thomas Walenta

Senior Investment Officer, Asian Infrastructure Investment Bank (AIIB)

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13:00 - 14:00

Networking lunch

Themed workshops
14:00 - 14:50

Themed roundtables: Attendees choose their preferred topic

Michela Bariletti, Richard Knight, Robert-Jan Bakker, James Hewitt

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

Moderator: Richard Knight, Managing Director, Asset Management, Equitix

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: James Hewitt, Vice President, Investor Relations, NextEnergy Capital

A speaker photo for Michela  Bariletti

Michela Bariletti

Chief Credit Officer, The Phoenix Group

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A speaker photo for Richard Knight

Richard Knight

Managing Director, Asset Management, Equitix

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A speaker photo for Robert-Jan Bakker

Robert-Jan Bakker

Member of Management, Partners Group

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A speaker photo for James Hewitt

James Hewitt

Vice President, Investor Relations, NextEnergy Capital

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14:50 - 15:00

Chair's summary

Anish Butani
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Anish Butani

Senior Director, bfinance

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15:00 - 15:00

Close of conference

The Investor Forum was held at the The Carlton Tower Jumeirah, a luxury hotel in the heart of Knightsbridge, London.

 

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