Agenda
- Tue, Jun 06, 2023
- Wed, Jun 07, 2023
- Thu, Jun 08, 2023
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Day
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3:00 pm - 3:00 pm at RED RIVER BALLROOM FOYER
Registration opens
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4:00 pm - 4:45 pm at RED RIVER BALLROOM
Investor fireside chat mixer Chase McWhorter (Managing Director, Americas), Dmitri (Dima) Blumin (Senior Portfolio Manager, Real Assets), Derek Chu (Head of American Infrastructure, Investments), Mallory Glusband (Director), Monica Huffer (Private Markets Portfolio Manager)
An interactive investor panel discussion on emerging infrastructure trends with the audience
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Evening
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4:45 pm - 7:00 pm at WAX MYRTLE BAYBERRY ROOM
Cocktail welcome reception
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7:00 pm - 7:00 pm
Adjourn
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Morning
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7:30 am - 8:30 am at RED RIVER BALLROOM/FOYER
Breakfast
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8:30 am - 9:00 am at RED RIVER BALLROOM
Welcome and overview Chase McWhorter (Managing Director, Americas), Tom Parker (Executive Vice President and Publisher)
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9:00 am - 9:45 am at RED RIVER BALLROOM
A global perspective: The world as our readers see it Tom Parker (Executive Vice President and Publisher), Chris Koski (Global Head of Investment Strategy), Arash Shojaie (Principal, Infrastructure), Corinne Still (Partner, Infrastructure)
A review of key themes and insights from our global editorial board meetings that will set the stage for a panel discussion to examine global infrastructure trends, which will set the stage to kick off our event.
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9:45 am - 10:45 am at RED RIVER BALLROOM
A global perspective: Roundtable discussions and group leader reports Chase McWhorter (Managing Director, Americas), Tom Parker (Executive Vice President and Publisher)
Each table will have a group leader as a facilitator and will have the option of picking one of several topics with related questions to discuss and examine global infrastructure trends.
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10:45 am - 11:15 am at RED RIVER BALLROOM FOYER
Break
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11:15 am - 12:00 pm at RED RIVER BALLROOM
Evaluating opportunities in secondaries Chase McWhorter (Managing Director, Americas), Kevin Chang (Managing Director), Wandy Hoh (Head of Infrastructure Secondaries, Macquarie Alliance Partners), Janice Ince (Managing Director)
Compare and contrast tradeoffs between primary fund and secondary investments — A look at benefits and conflicts of each approach
- How secondaries expand portfolio options and flexibility
- What are some emerging trends related to pricing, size, scale, liquidity in secondary marketplace?
- What are best practices to evaluate secondaries?
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Day
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12:00 pm - 1:30 pm at WAX MYRTLE RESTAURANT AND BAR
Lunch
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1:30 pm - 2:15 pm at RED RIVER BALLROOM
Energy transition: A practical way forward Irene Mavroyannis (Managing Director, Global Co-Head, Business Development, Infrastructure), Jennifer Gandin (Principal, Investments), Rob Guthrie (Chief Development Officer), Jim Hughes (Managing Partner – Energy Transition), Melannie Pyzik (Head of Investor Solutions)
A practical and actionable look at energy transition. Where does it fit in an investor’s total portfolio? We will evaluate and examine tradeoffs of specialist vs. generalist approaches to investing in this space, discuss how emerging technologies are creating new opportunities and risks, and find out how the European Union’s SFDR Article 8 is impacting energy investing globally. We will provide forward-looking insights related to possible scenarios during the next five to 10 years to help define opportunity sets, and we will review strategies and options to help mitigate investor risks.
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2:15 pm - 3:00 pm at RED RIVER BALLROOM
Global capital flows trends and how denominator effect can impact asset allocation Tom Parker (Executive Vice President and Publisher), John C.S. Anderson (Global Head of Corporate Finance & Infrastructure), Brock Howard (Portfolio Manager), Lars Pace (Principal, Real Assets Investments), Aaron Vale, CFA, CAIA (Managing Director)
A brief overview of capital flow trends from IREI.Q database will provide data points to set the stage for a panel discussion examining key trends in global investment strategies, covering both equity and debt. We will review how managers are repositioning their funds as market fundamentals shift related to interest rates, inflation, geopolitical trends and the economy. Find out what investors are thinking related to current and future allocations.
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3:00 pm - 3:30 pm at RED RIVER BALLROOM FOYER
Break
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3:30 pm - 4:15 pm at RED RIVER BALLROOM
How are policy trends reshaping infrastructure in the future? Yousef R. Salama (Business Development Director, Infrastructure), Angelo Acconcia (Partner), Thomas Hylton (Principal, Infrastructure), Michael Ryder (Partner & Co-Head of Americas), Christian Schmid (Managing Director and Global Head of Infrastructure)
The presenter will give an overview of key policy trends and issues, including: Are we still globalizing, or deglobalizing? What are emerging trends impacting trade flows and infrastructure (seaports, airports and rail)? How are global security issues affecting infrastructure opportunity sets? What are the effects of the Inflation Reduction Act (IRA) on energy?
Panel discussion will do a deep dive into:
- Define what will and what could likely happen near-term
- Outline emerging variables and how they may play out
- Examine and define emerging opportunity sets -
4:15 pm - 4:30 pm at RED RIVER BALLROOM
Wrap-up
E
Evening
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4:30 pm - 4:30 pm
Adjourn
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6:00 pm - 9:30 pm
Depart for offsite-dinner & activity
*Approx return to hotel 9:30 pm/10:00 pm
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Morning
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7:30 am - 9:00 am at RED RIVER BALLROOM FOYER
Breakfast
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9:00 am - 9:45 am at RED RIVER BALLROOM
Where does everything fit (real assets, real estate, infrastructure) today? Vikram Singh (Managing Partner), Anne Valentine Andrews (Global Head of Infrastructure and Real Estate), Andrew Harris (Managing Director), Saket Trivedi (Partner)
- Defining lines: What are the traditional definitions of real assets, real estate and infrastructure?
- How is technology driving trends and redefining risks?
- Where are lines becoming blurred?
- Review emerging nontraditional infrastructure assets and consider niche strategies -
9:45 am - 10:15 am at RED RIVER BALLROOM
Where does everything fit: Roundtable discussions and group leader reports Chase McWhorter (Managing Director, Americas), Tom Parker (Executive Vice President and Publisher)
Audience examines and discuses nontraditional infrastructure assets.
- Definitions and distinctions
- Examine which risk/return bucket various strategies best fit into
- Discuss and determine if assets fit or do not fit into infrastructure, and why? -
10:30 am - 10:45 am at RED RIVER BALLROOM
Advisory board and program wrap-up Chase McWhorter (Managing Director, Americas), Tom Parker (Executive Vice President and Publisher), Brock Howard (Portfolio Manager), Janice Ince (Managing Director), Irene Mavroyannis (Managing Director, Global Co-Head, Business Development, Infrastructure)
Gain perspective as several advisory board members share key insights and questions for you to keep in mind from this event.
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10:45 am - 10:45 am
Adjourn
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Day
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