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.
Valuations Deep Dive - Wednesday 24th
Welcome from Infrastructure Investor and an overview of the Global Passport schedule
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.
Has the market accurately assessed valuations through the pandemic?
- 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
Director – Membership Programs, PEI MediaRead bio
Partner and Head of Research, Arjun Infrastructure PartnersRead bio
Managing Director, MetLife Investment ManagementRead bio
Director, EDHECinfra and CEO, Scientific InfraRead bio
Head of Asset Management, GLIL InfrastructureRead bio
Meet the speakers Q&A and networking
Discuss the topic with the speakers and put your questions to them face-to-face