10th annual Infrastructure Investment Australia Summit – Draft Agenda

Early confirmed speakers include:

Maria Guo, Director Infrastructure and Timberland, Future Fund

Mark Hector, Head of Infrastructure, Aware Super

Karl Marschall, Investment Director, Real Assets, AustralianSuper

Gary Greene, Investment Manager – Infrastructure, HESTA

Marcia Cameron, Head of Real Assets, Direct, Rest Super

Dimitra Voutas, Head of Real Assets, Suncorp

James Drohan, Director, Listed Real Assets, Future Fund

Emmanuel Diinis, Associate Director, Infrastructure, Cbus Super

Sally Cameron, Senior Manager Infrastructure, NGS Super

Kyle Giumelli, Senior Investment Analyst – Private Markets, UniSuper

Leilani Weier, Head of Responsible Investment and Sustainability, Rest Super

 

Thursday 29 October 2026, Sydney

Keynote: Unpacking global geopolitical developments and the outlook for investors

  • Considering perspectives on inflationary pressures, fluctuating interest rates and supply chain disruptions
  • Reflecting on market volatility and navigating uncertain market conditions
  • Adjusting investments for enhanced portfolio resilience and stability amid slowing growth
  • Leveraging the resilience of infrastructure investments to preserve capital and maximise returns

 

Panel: Reflecting on trends in deal flows and valuations in the Australian infrastructure market

  • Identifying the most attractive and opportune investments in a competitive environment
  • Leveraging strategic partnerships to negotiate favourable terms and access new deals
  • Reviewing valuations of Australia’s largest infrastructure asset classes and their impact on investments
  • Optimising resources and efficiency through due diligence in valuating deals

 

Leveraging AI to oversee the performance of infrastructure investment portfolios

  • Utilising generative AI to accelerate the identification of critical risks and mitigations across portfolios
  • Employing machine learning models to predict areas of risk
  • Assessing the opportunities and dangers of AI in decision-making for portfolio management
  • Unpacking lessons learnt from AI in business transformation cases

 

Powering the future by investing in the energy transition

  • Exploring the pivotal role of infrastructure investment in facilitating the energy transition
  • Financing the energy transition by investing in innovative and emerging sectors from electrification, to battery storage, to gas
  • Navigating benchmarks and achieving high performance with ESG and net zero goals
  • Looking to the Asia Pacific for energy transition investment opportunities, and perspectives on risk and reward in different markets

 

Panel: Moving up the curve of risk/return as infrastructure investments evolve

  • Exploring innovative and emerging investment solutions to move up the yield curve
  • Reassessing the risk/return profiles of traditional and emerging infrastructure classes for new risks and opportunities
  • Pushing boundaries for investable assets while maintaining adherence to requirements and objectives
  • Employing strategic, creative and collaborative initiatives to meet returns in high-risk, low-growth environments

 

Panel: Diversifying infrastructure portfolios to enhance resilience and promote growth

  • Understanding how a turbulent geopolitical climate demands reconsideration of traditional infrastructure investing
  • Balancing risk management and return requirements when looking to diversification opportunities
  • Exploring geographic regions and emerging sectors which deliver stable, long-term returns
  • Building an innovative portfolio diversification strategy while managing risk and return objectives

 

Panel: Investing in social infrastructure with strong outcomes in sustainability and social impact

  • Assessing the capacity for social infrastructure to promote growth and social impact
  • Exploring the opportunities and risks in sectors of increasing demand, including health, education, housing, and more
  • Measuring social impact of investments through measurable initiatives such as OECD and Closing the Gap targets
  • Ensuring value-aligned investment partnerships deliver on returns and ensure long-term growth

 

Building a regulatory framework to support renewable energy in Australia/NSW

  • Securing Australia’s commitment to renewable energy through decisive policy action
  • Promoting energy transition and renewables through policy and regulatory frameworks
  • Exploring Australian investment opportunities which adapt to and protect our environment
  • Unpacking and building resilience to risks and roadblocks in green infrastructure projects