Infrastructure
Investor
Investor
Valuations Deep Dive
24 March 2021,
Virtual Event GMT/UTC
Are infrastructure fund managers adequately measuring covid's impact on their portfolios?
Open-ended funds are dependent on external valuations, including manager performance fees, and listed infrastructure is valued in real time. We look at whether closed-end funds are rolling valuations forward and adequately testing them against external benchmarks.
Agenda
Valuations Deep Dive - Wednesday 24th
Valuations Deep Dive
10:00 - 10:05
Welcome from Infrastructure Investor and an overview of the Global Passport schedule
10:05 - 10:30
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. Follow up afterwards via the Passport directory to continue the conversation.
10:30 - 11:20
Has the market accurately assessed valuations through the pandemic?
Adam Smallman,
Serkan Bahçeci,
Annette Bannister,
Frederic Blanc-Brude,
Colin Simpson
Panel Session
- Fair value, cash flows and risk premia: The impact of Covid on each component and what it means for asset performance.
- Long-term cash flows and present value: can investors ignore short term fluctuations in valuations in illiquid assets?
- Is infrastructure expensive now? Should it be?
Moderator: Adam Smallman, Director – Membership Programs, PEI Media Group
11:20 - 11:50
Meet the speakers Q&A and networking
Discuss the topic with the speakers and put your questions to them face-to-face
11:50 - 11:50
Close of Deep Dive
Deep Dive speakers:
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
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
Frederic Blanc-Brude
Director, EDHECinfra and CEO, Scientific Infra
Frederic Blanc-Brude is the Director of EDHECinfra, an index, analytics and research provider specialised in the provision of unlisted infrastructure equity and debt market indices and custom benchmarks. Before joining EDHEC in 2011, he spent 10 year… Read full bio
Colin Simpson
Head of Asset Management, GLIL Infrastructure
Colin is Head of Asset Management at Local Pensions Partnership Investments (LPPI) and is part of the team responsible for origination, execution and management of LPPI’s infrastructure investments. His role includes GLIL Infrastructure, a £2.5 billi… Read full bio
Adam Smallman
Director – Membership Programs, PEI Media
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