Infrastructure Investment Australia Summit agenda 2020

• 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

James White, Director, Infrastructure and Timberland, Future Fund

Jordan Kraiten, Head of Infrastructure, Hostplus

Hans Holmen, Senior Portfolio Manager, QSuper

Claire Simpson, Co-Head of Infrastructure Research, JANA

• 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

Morning tea break

Exploring the importance of governance, particularly through the recent pandemic

• How have management teams and boards adjusted to the new normal?
• Why is stakeholder management a critical aspect of running an infrastructure business and a core tenet of ESG?
• What Diversity, Equity and Inclusion (DEI) brings to the table?

Paul Ryan, Managing Director, JP Morgan Asset Management, Portfolio Manager & Investment Committee Member, JP Morgan Asset Management Infrastructure Investments Group

Ross Rolfe, Independent Chairman, North Queensland Airports

Liz Savage, Non Executive Director, North Queensland Airports

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 Portfolio Manager, RARE Infrastructure

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

Maria Donnelly, Portfolio Manager, Infrastructure, Aware 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

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

Kate Webster, Senior Responsible Investment Analyst, Aware Super

Nicole Bradford, Portfolio Head, Responsible Investment, Cbus Super

Daniela Jaramillo, Senior Responsible Investment Adviser, HESTA

Evaluating the risk and rewards in pacific frontier markets

• Understanding the infrastructure needs in the pacific
• Examining the political challenges and regulatory risks in pacific markets
• Strategically managing the exposure of pacific investments
• Locating the best opportunities and identifying which ones to avoid
• Overcoming the challenges of getting investment committee buy-in to take on board higher risk for strong returns

David Brown, former CIO Nasfund and Pac Wealth Capital and  former Head of Private Markets VFMC

• 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

Dennis van Alphen, Head of Origination & Investments, PGGM Investment Management 

Justin Ginnivan, Director Unlisted Infrastructure, Future Fund

Vishnu Amble, Senior Investment Director – Global Investments, SAEV Investments

Sandra Lee, Manager, Infrastructure Investments, UniSuper

Manish Rastogi, Principal Consultant, Infrastructure, Frontier Advisors