7th Annual Infrastructure Investment Australia Summit
28th October 2021, Online via Zoom
All times are based on Sydney / Melbourne AEDT time (GMT+11)
09.00 Australia’s plans for infrastructure in the future
Overlook of the Australian infrastructure plan
What role does infrastructure investment play in the big picture?
Understanding upcoming main focuses and challenges
Adopting resilience strategies towards current goals
Peter Colacino, Chief of Policy and Research, Infrastructure Australia
09.30 Finding value in Global infrastructure markets
Global market overview in the current geopolitical environment
Managing the heated competition for assets and securing deals
Insights into US infrastructure policy and the opportunities and risks investors should be aware of
Translating energy transition into investment opportunities
Raj Agrawal, Global Head of Infrastructure, KKR
10.00 Panel Discussion: Overcoming competition of assets and the challenges of capital deployment
Locating opportunities in a competitive arena
Evaluating whether the returns justify the risks at current valuations
Navigating through the changing environment and build resilience into the portfolio
Adding value in a low return environment and overcoming the challenges of capital deployment
James White, Director, Infrastructure and Timberland, Future Fund
Sandra Lee, Manager, Infrastructure Investments, UniSuper
James Turner, Investment Manager, Infrastructure, Commonwealth Superannuation Corporation
Lianne Buck, Non-Executive Director, Spark Infrastructure/Australia Pacific Airports Corporation
10.50 Morning break
11.10 Exploring the Asian infratstructure landscape and approaches to investing in the region
Identifying the rich opportunities and addressing the increasing competition in the Asian market
Ensuring you have the right partnerships on the ground
Managing the complex risks of Asian infrastructure
David Luboff, Head of Infrastructure, Asia, KKR
Alexandra Campbell, Head of Infrastructure, CBus Super
11.40 Panel Discussion: Redefining infrastructure and how it can evolve
The expanding definition of infrastructure and the opportunities it has allowed for
How do we define infrastructure as an asset class?
Discovering new and non traditional sectors of infrastructure investments
What are the risks associated with defining infrastructure more broadly?
Maria Donnelly, Portfolio Manager Infrastructure, Aware Super
Josie McVitty, Senior Advisor, Infrastructure, NZ Super Fund
Susan Orr, Co-Head Infrastructure, Jana
Ian Purdy, Head of Property and Infrastructure, Accident Compensation Commission NZ
Adrian Best, Head of Infrastructure, Victoria Funds Management Corporation
12.30 Lunch
13.30 Panel Discussion: Implementing decarbonisation to reach zero emission goals
Exploring strategies to reaching carbon neutral
Implementing decarbonisation in portfolios and setting time frames to achieve your long term goal
Understanding the impact of sustainability on infrastructure investments
How sustainability can act as a constraint and how it can grow
Mark Murray, Principal, Mercer
Akaash Sachdeva, Senior Responsible Investment Advisor, HESTA
Mark Rider, Chief Investment Officer, Christian Super
Matthew Dickson, Senior Manager Infrastructure Investments, REST
Charles Hamieh, Managing Director, Senior Portfolio Manager, ClearBridge Investments
14.30 Measuring and incorporating ESG in infrastructure investment
Discovering strategies to effectively integrate ESG factors in portfolio construction and decision making
Creating a positive outcome on the environment and community as well as generating good returns
Measuring performance of ESG strategies and identifying the best practice
The risk and impact of ESG on long-term portfolios
Serlina Chu, Manager ESG & Stewardship, Australian Super
15.00 Afternoon break
15.30 The growth of digital infrastructure investments and datacentres
Exploring the latest trends and opportunities in digital infrastructure
Understanding key market drivers and measuring the risks
Examining the performance of data centres and achieving high returns
Evaluating the effect of 5G developments and the future of data centres
Manish Rastogi, Head of Real Assets, Frontier Advisors
15.50 Panel Discussion: Risk management in infrastructure assets
Managing and identifying risk in times of uncertainties to drive returns
Diversifying exposure to the infrastructure sector
Reassessing and adjusting risk in the context of the lingering pandemic
Making sure infrastructure allocation remains defensive in a broader diversified portfolio
Manish Rastogi, Head of Real Assets, Frontier Advisors
Richard Hedley, Portfolio Manager, Private Markets, SunSuper
Dimitra Voutas, Manager, Growth Assets, Suncorp
Jordan Kraiten, Head of Infrastructure, Hostplus
Diana Callebaut, Head of Real Assets and Private Markets, NSW Treasury Corporation
Bharat Satghare, Infrastructure Investment Consultant, Jana
17.00 End of conference