Infrastructure Investment Australia Summit agenda 2020

L’Aqua, Sydney – 12 November 2020

8.30 Registration
9.00 Opening remarks from the chair
9.10

Post-pandemic infrastructure market outlook in the new decade

 
  • Global market overview in the current geopolitical environment
  • How has the pandemic impacted the infrastructure sector?
  • Locating long-term opportunities to recover from the crisis
  • What is new in the infrastructure sector and what to expect in the future?
9.40 Panel Discussion: Managing risk in times of uncertainties
 
  • Effectively managing risks and uncertainties to drive returns
  • Diversifying exposure to the infrastructure sector
  • Assessing risk and making plans for the potential pandemic in the next 5-10 years
  • Making sure infrastructure allocation remains defensive in a broader diversified portfolio
 

Justin Ginnivan, Director, Infrastructure and Timberlands, Future Fund

Jordan Kraiten, Head of Infrastructure, Hostplus

Hans Holmen, Senior Portfolio Manager, QSuper

Claire Simpson, Co-Head of Infrastructure Research, JANA

10.30 Morning tea
11.00 High yielding energy transition opportunities in emerging Asia
 
  • Understanding the economic fundamentals of Asian energy markets
  • Creating a diversified Asian infrastructure strategy to mitigate risk
  • Accessing deal flow and market opportunities
  • Evaluating regulatory risks and managing uncertainty in the global energy market
  • Measuring the sustainable impact of energy transition in Asia
 

Wymen Chan, Managing Director, SUSI Partners, Head of SUSI Asia Transition Fund

11.30

Where to locate opportunities in the post COVID-19 market

 
  • Accessing new opportunities and deploying capital while managing policy risk
  • Enhancing infrastructure outcomes in a low return environment
  • Identifying attractive infrastructure investments for your global portfolio
 

Charles Hamieh, Senior Investment Analyst and Portfolio Manager, RARE Infrastructure

12.00

Panel Discussion: Managing valuation and overcoming competition for assets

 
  • Discussing the demand for infrastructure investment
  • Valuating assets in the post-covid environment
  • Navigating through the current difficulties in the infrastructure market
  • Overcoming the challenges in capital deployment
 

Mark Hector, Portfolio Manager, Infrastructure, First State Super

Mark Murray, Principal, Mercer

Isabelle Demir, Head of Real Assets, Frontier Advisors

Lianne Buck, Non-Executive Director, Utilities of Australia/Australia Pacific Airports Corporation

12.45 Lunch
13.45

The growth of data centres and digital infrastructure investments

 
  • Discussing the higher demand for connectivity in times of crisis
  • Examining the performance of data centres and achieving high returns
  • Exploring the latest trends and understanding key market drivers
  • Evaluating the effect of 5G developments and the future of data centres
 

Reserved for sponsor

14.05

Panel Discussion: The challenges and opportunities in core-plus assets

 
  • How has the pandemic affected the core-plus space?
  • Optimising core-plus and value-add strategies in the infrastructure portfolio
  • Examining the risks and challenges of core-plus assets
 

Sandra Lee, Manager, Infrastructure Investments, UniSuper

Adrian Best, Head of Infrastructure, Victorian Funds Management Corporation

Isabelle Demir, Head of Real Assets, Frontier Advisors

 15.00

Exploring opportunities in infrastructure debt markets

 
  • Managing potential risks and the impact of COVID-19 on debt markets
  • The role of infrastructure debt in portfolios
  • Discovering the opportunities in today’s infrastructure debt environment
  • Identifying the investment position for institutional investors
 

Reserved for sponsor

15.20 Afternoon tea
15.50

Evaluating the risk and rewards in emerging markets

 
  • Examining the political challenges and regulatory risks in emerging markets
  • Strategically managing the exposure of EM investments
  • Locating the best opportunities and identifying which ones to avoid
  • Demographic trends and outlook for post-COVID 19 EM infrastructure investments
16.10

Panel Discussion: Implementing ESG factors and strategies in the portfolio

 
  • Integrating ESG factors in portfolio construction and decision making
  • Creating a positive outcome on the environment and community as well as generating good returns
  • Identifying the best practice for the increased expectation on ESG
  • The risk and impact of ESG on long-term portfolios
 

Serlina Chu, Senior Associate – ESG & Stewardship, Australian Super

Liza McDonald, Head of Responsible Investments, First State Super

Nicole Bradford, Portfolio Head, Responsible Investment, Cbus Super

17.00 Closing remarks from the Chair
17.10 Networking drinks
18.30 Conclusion of networking drinks

 

 

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