Infrastructure Investment Australia Summit agenda

L’Aqua, Sydney – 16 August 2018

8.30 Registration
9.00 Opening remarks from the chair
9.10

Opening Keynote: Building a more prosperous Australia with key infrastructure projects across the country

  Speaker to be confirmed 
9.30 Identifying global opportunities in renewable energy
 
  • What returns to expect from renewable energy investments
  • Understanding cost and pricing dynamics in energy markets
  • Reducing risk by timing entry into clean energy investments
  • Opportunity outlook for low emission energy infrastructure in North America and Europe
 

Tim Short, Director, Capital Dynamics 

 10.05 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

Megan Chan, Senior Investment Manager – Unlisted Assets & Alternatives, State Super

Ken Pholsena, Portfolio Manager, Local Government Super

William Graus, General Manager, Investments, Energy Super

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
 

Richard Chang, Senior Director, Infrastructure Investments, PSP Investments

Mark Hector, Portfolio Manager, Infrastructure, First State Super

Guy Rundle, Investment Manager, LGIA Super

Edwin Lo, Senior Portfolio Manager, Christian Super

12.40 Lunch
13.40

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
 

IFM Investors

14.05 Infrastructure in the US: Opportunities and challenges
 
  • Where are the opportunities for investment?
  • Working in the American market: Infrastructure at the federal and municipality levels
  • Risk and regulation under the Trump administration and the implications for direct investment
 

Speaker to be confirmed

 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

Jordan Kraiten, Head of Infrastructure, HostPlus

15.20 Afternoon tea
15.50

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

16.15

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 End of conference day one
   

 

 

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