Top investors' perspectives on the year ahead

Join our interactive webinar on 20 January, exclusive to Infrastructure Investor Global Passport Holders. Hear top infrastructure investors share their thoughts on what to expect from 2021.

Key themes of the Deep Dive include:

  • Vaccines and the prospects of a post-pandemic recovery
  • What will a Biden administration mean for infrastructure spending?
  • The Crystal Ball – predictions for 2021
Day 1

Agenda

Day 1 - Wednesday 20th

Plenary
14:00 - 14:10

Welcome from Infrastructure Investor and introduction to the Global Passport

14:10 - 14:30

Speed networking

Get to know your fellow Passport holders via our quickfire 4-minute speed networking sessions. Participate in a series of randomly generated meetings to help you meet your peers.

14:30 - 15:00

Vaccines and the prospect of a post-pandemic recovery

Adam Smallman, Jason Fletcher, Vivian Nicoli , Michael Ryder
  • The macro picture: Putting today in the context of previous crises
  • Assessing the impact of a vaccine on interest rates and the prospect of inflation
  • Which sectors are set to bounce back soonest and why?
  • How the asset class can benefit from a loosening of social restrictions and an improved outlook

Moderator: Adam Smallman, Director – Membership Programs, PEI Media Group

Adam Smallman, PEI

Adam Smallman

Director – Membership Programs, PEI

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A speaker photo for Jason Fletcher

Jason Fletcher

Chief Investment Officer, London CIV

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A speaker photo for Vivian  Nicoli

Vivian Nicoli

Managing Director, Infrastructure, Europe, CDPQ

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A speaker photo for Michael  Ryder

Michael Ryder

Senior Managing Director, OMERS

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15:00 - 15:20

Meet the speakers Q&A and networking

Discuss the previous session with the speakers and put your questions to them face-to-face

15:20 - 15:25

Stretch break

Plenary
15:25 - 15:55

What will a Biden administration mean for infrastructure spending?

Jordan Stutts, Anne Valentine Andrews, DJ Gribbin, Mark A. McComiskey
  • Getting shovel-ready projects underway
  • Funding and financing the stimulus and more long-term projects
  • Will the new administration take the lead on climate change?
  • Does the US really need a renewables stimulus?

Moderator: Jordan Stutts, Senior Writer, Infrastructure Investor

A speaker photo for Jordan Stutts

Jordan Stutts

Senior Reporter, Private Markets

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A speaker photo for Anne  Valentine Andrews

Anne Valentine Andrews

Deputy Head of Real Assets, BlackRock

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A speaker photo for DJ Gribbin

DJ Gribbin

Senior Operating Partner, Stonepeak Infrastructure Partners

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A speaker photo for Mark A. McComiskey

Mark A. McComiskey

Partner, AVAIO

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15:55 - 16:10

Meet the speakers Q&A and networking

Discuss the previous session with the speakers and put your questions to them face-to-face

16:10 - 16:15

Stretch break

Plenary
16:15 - 16:45

Three types of infrastructure portfolio analysed in the light of covid

Anish Butani
  • Comparing a balanced, GDP exposed and contracted asset portfolio
  • Analysis of each portfolio’s performance during the pandemic
  • When can we expect a recovery?
A speaker photo for Anish Butani

Anish Butani

Director, Private Markets - bfinance

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16:45 - 17:25

The Crystal Ball session – Predicting the future of infrastructure investment

Bruno Alves, Bruno Candès, Andrew Claerhout

Infrastructure Investor presents some bold forecasts for year ahead. This is followed by specific predictions from leading industry participants- who have agreed to revisit them at the Global Summit, followed by a vote from the audience.

A speaker photo for Bruno  Alves

Bruno Alves

Senior Editor, Infrastructure Investor

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A speaker photo for Bruno Candès

Bruno Candès

Partner, InfraVia Capital Partners

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A speaker photo for Andrew Claerhout

Andrew Claerhout

Partner & Co-Head of Infrastructure, Searchlight Capital Partners

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17:25 - 18:00

Group Networking

Discuss the sessions from the Deep Dive in small groups and come up with your own predictions for 2021. Then report back to the whole audience and see what they think of your group’s ideas.

18:00 - 18:00

Close of event

January speakers include:

Bruno Alves

Senior Editor, Infrastructure Investor

Bruno Alves is the Editor of Infrastructure Investor. Bruno has been a journalist for over 10 years and first joined Infrastructure Investor in December 2009, where he quickly rose to become Associate Editor and a leading writer covering the infrastr… Read full bio

Anish Butani

Director, Private Markets - bfinance

Anish Butani is a Director in the Private Markets team at bfinance, where he leads the coverage of the infrastructure sector and advises institutional investors seeking to deploy capital to the Infrastructure sector, with a focus on fund manager sear… Read full bio

Bruno Candès

Partner, InfraVia Capital Partners

Bruno Candès is a Partner with InfraVia Capital Partners. Bruno has more than 20 years of experience in global infrastructure markets in particular as a principal investor across Europe and North America. Before joining InfraVia, Bruno worked for sev… Read full bio

Andrew Claerhout

Partner & Co-Head of Infrastructure, Searchlight Capital Partners

Andrew Claerhout is a Partner and Co-Head of Infrastructure Investing at Searchlight Capital Partners. Prior to joining Searchlight in 2019, Mr. Claerhout led Infrastructure & Natural Resources investing at the Ontario Teachers' Pension Plan (“OT… Read full bio

Jason Fletcher

Chief Investment Officer, London CIV

Jason Fletcher is the Chief Investment Officer at the London CIV and joined in July 2020. Jason has significant experience in the LGPS sector; he has previous experience as Chief Investment Officer at LGPS Central and at West Midlands Pension Fund pr… Read full bio

DJ Gribbin

Senior Operating Partner, Stonepeak Infrastructure Partners

DJ Gribbin is the founder of Madrus, LLC, a strategic consulting firm dedicated to developing critical infrastructure more efficiently. In this role he advises clients on a broad range of infrastructure legal, business, and policy issues. He is a spe… Read full bio

Mark A. McComiskey

Partner, AVAIO

Mark has worked in the private equity and infrastructure investing sector for 20 years. As a partner at AVAIO, he brings experience in the investment, development and construction, operation, acquisition and financing of private equity and infrastruc… Read full bio

Vivian Nicoli

Managing Director, Infrastructure, Europe, CDPQ

Vivian Nicoli has been Managing Director, Infrastructure for Europe since September 2020. She heads the Paris office and supports CDPQ in developing and implementing its infrastructure investment strategy in the region. She oversees a team of profess… Read full bio

Michael Ryder

Senior Managing Director, OMERS

In his role as Senior Managing Director, OMERS Infrastructure Americas, Michael is responsible for leading the OMERS Infrastructure team and investment strategy in the Americas region. He joined OMERS in January 2018. Prior to OMERS, Michael was a Se… Read full bio
Adam Smallman, PEI

Adam Smallman

Director – Membership Programs, PEI

Adam joined PEI in December 2018 in a new role as Head of Content Strategy. Previously he spent three years with investment bank Liberum and held leading editorial and content roles at Dow Jones and Informa PLC. His responsibility is to ensure PEI’s… Read full bio

Jordan Stutts

Senior Reporter, Private Markets

Jordan Stutts is a senior reporter at PEI Media’s Infrastructure Investor where he covers news and trends impacting infrastructure finance. His stories range from what investors look for in fund managers to why some of the US’s largest public-private… Read full bio

Anne Valentine Andrews

Deputy Head of Real Assets, BlackRock

Anne Valentine Andrews, Managing Director, is Deputy Head of Real Assets within BlackRock Alternative Investors. BlackRock Real Assets comprises the Infrastructure and Real Estate platforms, which have 400+ professionals across 27 cities globally, an… Read full bio