Infrastructure Investment Australia Summit agenda

L’Aqua, Sydney – 8 August 2019

8.30 Registration
9.00 Opening remarks from the chair
9.10 Opening keynote: Building our future – delivering the right infrastructure for a growing nation
  Exciting government speaker to be announced shortly
9.30 Identifying opportunities in growing clean energy infrastructure
 

Tim Short, Managing Director, Clean Energy Infrastructure, US, Capital Dynamics 

 10.00 The financing of the energy transition as an opportunity for the institutional investors
 

Dr Tobias Reichmuth, CEO & Founder, SUSI Partners AG

10.20 Morning tea
10.45 Panel discussion: Finding quality assets at a reasonable price
 
  • Understanding the supply and demand dynamics that are affecting infrastructure valuations
  • How can investors access good infrastructure deals at appropriate valuations?
  • How do fund managers add value when it comes to deal access?
  • Evaluating whether the returns justify the risks at current valuations
  • Should investors be looking to move up the risk spectrum to achieve returns?
 

Adrian Best, Head of Infrastructure, Victorian Funds Management Corporation

Alexandra Campbell, Senior Investment Director – Infrastructure, Australian Super

Diana Callebaut, Head of Infrastructure, Cbus

Mark Murray, Principal, Mercer

11.30

Exploring opportunities in infrastructure debt markets

 
  • Defining debt infrastructure markets
  • Establishing the case for private debt markets
  • Identifying the investment position for institutional investors
  • Managing the project and income risks associated with debt markets
  James Wilson, Senior Managing Director, Macquarie Group
11.50

Panel discussion: Asset management strategies for infrastructure portfolios

 
  • Exploring management approaches for core and non-core assets
  • Maximising value and returns through asset management innovation
  • Building internal resource capacity vs using external asset managers
  • Selecting the best managers to achieve your investment objectives
  • Monitoring investments and tracking risk characteristics and expected cash flows
 

Sandra Lee, Manager, Private Markets, UniSuper

Hans Holmen, Senior Portfolio Manager, QSuper

Maria Donnelly, Portfolio Manager Asset Management, First State Super

Dimitra Voutas, Manager, Unlisted Assets, Suncorp

Elli Baker, Non-Executive Board Member

12.40 Lunch
13.40

Successfully navigating the complexities of greenfield infrastructure projects

 
  • Balancing the risk and returns associated with greenfield investments
  • What are the key challenges to success with greenfield investments?
  • Why do so many greenfield infrastructure projects exceed budgets and blow out time frames?
  • Selecting the right partners to ensure success
 

Andy Matthews, Head of Greenfield Infrastructure, Infracapital (UK)

14.00 Panel discussion: Structuring a diversified infrastructure portfolio
 
  • Setting out the objectives of infrastructure within a wider asset allocation strategy
  • Getting the right resources to implement your strategy
  • Assessing the relative merits of listed and unlisted infrastructure
  • Identifying opportunities for diversification through offshore investments
  • Ensuring your risks align with your objectives
 

Justin Ginnivan, Director, Infrastructure and Timberlands, Future Fund

Norman Zhang, General Manager Investments, Media Super

Claire Simpson, Co-Head of Infrastructure Research, JANA

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

 14.50 Assessing opportunities in Australia’s renewable energy sector
 
  • Analysing the current market for renewables in Australia
  • Understanding the regulatory environment
  • Evaluating the risk / reward spectrum
  • Identifying sustainable investment opportunities in the renewable market
 

Cara Elsley, Director, Infrastructure, IFM Investors

15.10 Afternoon tea
15.40

Evaluating the case for emerging market infrastructure

 
  • Understanding the risk and return balance for emerging markets
  • Where do the best opportunities lie, and which markets should be avoided?
  • Mitigating the key risks associated with emerging markets
  • Selecting the right partners when investing in emerging markets
 

Speaker to be confirmed

16.00

Panel discussion: Incorporating the benefits of ESG factors into infrastructure  investment

 
  • Understanding the drivers for an increased focus on ESG
  • Aligning capital with responsible stewardship of assets
  • To what extent do ESG factors impact risk and returns?
  • How do you measure ESG and understand the impact of sustainability on investments?
  • What are the implications and risks of failing to implement ESG on infrastructure investments?
 

Liza McDonald, Head of Responsible Investment, First State Super

Danielle Welsh-Rose, Head of ESG, Victorian Funds Management Corporation

Mary Fallon, Director Investment Office, ANU Investment Office

Guy Rundle, Investment Manager, LGIA Super

16.50 Investing in data centres to achieve high, infrastructure like returns
  Speaker to be confirmed
17.10 Closing remarks from the Chair
17.10 Networking drinks
18.30 Conclusion of networking drinks

 

 

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