Infrastructure Investment Australia Summit agenda

L’Aqua, Sydney – 16 August 2018

8.30 Registration
9.00 Opening remarks from the chair
9.10 Identifying global opportunities in renewable energy
  • Drivers and global trends in renewable energy investments
  • Canvassing the competitive landscape
  • Contrasting risk and return profiles of different strategies in the sector
  • Matching strategies with markets: North America, Europe and Australia
  • Outlook for key markets 

Tim Short, Director, Capital Dynamics 

 9.45 Panel discussion: Principal agency and the manager-investor relationship
  • The principal agency model
  • What are the pressures on fees?
  • What characteristics make a good manager?
  • Performance drivers and co-investment as means of maintaining alignment with managers

Elizabeth Kumaru, Senior Manager, Funds Management, QSuper

David O’Sullivan, CEO, BUSSQ

Ken Pholsena, Portfolio Manager, Local Government Super

10.30 Investing in infrastructure along the value chain of the sustainable energy transition
  Marco van Daele, CIO, SUSI Partners
10.55 Morning Coffee
11.25 Rewards and risks in emerging market infrastructure investment
  • Identifying investable opportunities in Emerging Market infrastructure
  • Mitigating the inherent risks of investment into Emerging Markets
  • Utilising local knowledge for improved risk and asset management
  • Establishing the appropriate risk premium for EM infrastructure assets
  • Demographic trends and future opportunities in Asia-Pac

Frank Kwok, Senior Managing Director, Co-Head of Asia-Pacific, Macquarie Infrastructure and Real Assets

11.50 Panel discussion: Locating opportunities in a competitive marketplace
  • Finding the right investments in a competitive arena
  • Looking for new opportunities in mid-market segments
  • Identifying non-traditional and “soft” infrastructure opportunities

Mark Hector, Portfolio Manager, Infrastructure, First State Super

Edwin Lo, Senior Portfolio Manager, Christian Super

Claire Simpson, Co Head Infrastructure Research, JANA

12.40 Lunch

Creating long term value through investment in environmental sustainability in infrastructure assets

  • Developing a collaborative approach to responsible asset management
  • Working with partners to achieve environmental sustainability of assets
  • Adding value to existing assets by reducing their carbon footprint
  • Increasing transparency of emissions reporting as part of commitment to ESG outcomes

Cara Elsley, Director, Infrastructure, IFM Investors

14.05 Unlocking higher infrastructure yields in Latin American markets
  • Where are the opportunities for investment?
  • Working in the Latin American market: Understanding the regulatory landscape
  • Managing risks to unlock strong risk reward returns

Andre Sales, Managing Partner and Infrastructure CIO, Patria

 14.30 Panel discussion: Overcoming asset valuations and analysing potential yields
  • What are the defining characteristics of infrastructure?
  • How are prices affecting yields?
  • What are the impacts of changing interest rates?
  • Analysing valuations and prices of infrastructure assets

Ian Lundy, CIO, Tasplan Super

Lianne Buck, Head of Direct Investments and Infrastructure, NSW Treasury Corporation

Isabelle Demir, Head of Real Assets, Frontier Advisors

Mark Murray, Principal, Mercer

15.20 Afternoon tea

A disruptive future? Working with new technologies

  • Future impact of vehicle automation on transport infrastructure
  • Investing in the grid of the future: Smart grid technology and virtual power plants
  • Risk in the future and the need for incorporating enhanced cybersecurity into infrastructure projects
  • Long-term asset management and adapting to new technologies

Speaker to be confirmed


Panel discussion: Asset management and portfolio building: driving returns and managing risk

  • Identifying the role of infrastructure within a broader portfolio
  • Diversifying exposure to the infrastructure sector
  • Comparing the benefits of unlisted and listed infrastructure entities
  • Improving returns through active asset management

James Fraser-Smith, Director, Infrastructure, Future Fund 

Sandra Lee, Manager Private Markets, UniSuper

Lianne Buck, Head of Direct Investments and Infrastructure, NSW Treasury Corporation

17.10 Closing remarks from the Chair
17.10 Welcome to networking drinks by 

The Rt Hon Graham Stuart, UK Minister for Investment at the Department of for International Trade

18.30 Conclusion of networking drinks



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