Infrastructure Investment Australia Summit agenda

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

 

16.50    End of conference