staging

Evaluate investment options, new financing structures and vehicles in infrastructure debt

The Infrastructure Debt Forum brings together senior, junior and mezzanine providers with global investors, issuers and developers. The forum gives attendees the chance to analyse the benefits of differing investment structures, learn about landmark transactions and pinpoint new opportunities for yield.

 

Who attends?

Fund/Asset Managers

Meet and network with over 60 investors looking to allocate to infrastructure debt.

Investors

Meet infrastructure debt fund managers and learn where debt fits within an infrastructure allocation.

Service Providers

Discuss developments in debt funds, banking capital and deal flow, while networking with the infrastructure funds and investors committing capital to debt.

Key Themes for 2020

Infrastructure Investor Global Summit 2020

  • Establishing a sustainable investment model in your infrastructure debt strategies.
  • Risk vs reward – investor suitability to varying debt opportunities.
  • Navigating the current low interest rate environment.
  • How to increase your influence as a debt investor in infrastructure.
  • Increasing premiums without risk – embracing complexity in your infrastructure investment strategies.

One Summit: Seven Forums

The Global Investor Forum is the largest global gathering of institutional and private capital devoted to infrastructure and the focal point of the Global Summit.

Explore infrastructure opportunities across frontier and growth markets at the Emerging Markets Forum.

Hear from government on infrastructure policy across key global markets and the broader effect of politics and government on infrastructure.

The ESG & Sustainability Forum provides a place to showcase best practice and understand what good looks like from a sustainability perspective.

The Energy Transition Forum is the event to learn from and network with a truly international delegation focused on investment opportunities in renewables and the energy transition.

Your chance to hear from investors leading the digital revolution in infrastructure investment and keep up with opportunities in an increasingly important sub-asset class.

World-leading infrastructure managers that attended last year include:

Antin Infrastructure Partners
BlackRock
Energy Capital Partners
Infracapital
Meridiam Infrastructure
Morgan Stanley
QIC
Vantage Infrastructure
Antin Infrastructure Partners
BlackRock
Energy Capital Partners
Infracapital
Meridiam Infrastructure
Morgan Stanley
QIC
Vantage Infrastructure

Testimonials

Lincoln Webb

Senior Vice President, BCI

If you are serious about infrastructure investing, Infrastructure Investor’s Global Summit should be a fixture in your calendar.

Stephane Wattez-Richard

Executive Director, Conquest AM

The Global Summit is the best event to meet peers, investors and keep up-to-date on the key challenges & opportunities the asset class faces today.

Holger Haaf

Uniper

To meet so many people in such a short time is not possible without the Summit.

Sponsorship Opportunities

 

The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.

For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498

 

 

 

Pre-Event Resources

2020 Keynote speakers

Dr Ayesha Khanna
Co-Founder and CEO,
ADDO AI

Wiebe Wakker
Dutch Adventurer & Founder,
Plug Me In

Monika Bednarz

Director, Lagrange Financial Advisory

Anish Butani

Director, Private Markets - bfinance

Tim Cable

Senior Partner, Vantage Infrastructure

Frank Dornseifer

Managing Director, Bundesverband Alternative Investments

Jonathan Duguay-Arbesfeld

Senior Director, Specialty Finance at CDPQ - CDPQ

Jean Francis Dusch

CEO EDRAM UK, Edmond de Rothschild

Nicolas Firzli

Director-General, World Pensions

Glenn Fox

Head of Infrastructure Debt Investments, HSBC Global Asset Management

Abhishek Gupta

Senior Research Engineer and Investment Solution Specialist , EDHECinfra

Tim Hartwig

Vice President, HOCHTIEF PPP Solutions

Severin Hiller

Co-Head Infrastructure Debt, Rivage Investment

Andrew Jones

Global Head of Infrastructure Debt, AMP Capital

Ayesha Khanna

Co-Founder and CEO , ADDO AI

Gabriella Kindert

Expert In Alternative Lending and Private Debt, Supervisory Board Member – Mizuho Europe

Dimitar Lambrev

Senior Portfolio Manager - Infrastructure, UNIQA Capital Markets

Tom Murray

Managing Director, I Squared Capital

Paul Nash

Partner and Head of Infrastructure Debt, DIF Capital Partners

Dalit Nuttall

Principal, West Valley Capital

Kay Parplies

Head of Unit, European Commission

Alistair Perkins

Head of Infrastructure & Project Finance, NN Investment Partners

Erik Savi

Managing Director and Global Head of Carlyle Infrastructure Credit, The Carlyle Group

Sebastian Schroff

Global Head of Private Debt, Allianz Investment Management SE

Celine Tercier

Head of Infrastructure Finance, Ostrum Asset Management

Alex Waller

Head of Infrastructure Debt, Whitehelm Capital

Day 1
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Agenda

Infrastructure Debt Forum 2020 - Thursday 19th

Infrastructure Debt Forum 2020
08:45 - 08:55

Welcome from Infrastructure Investor

08:55 - 09:05

Chairperson’s welcome address

09:05 - 09:40

Shaping the future – the changing definition of infrastructure and opportunities it will bring in debt investment

Tim Cable, Andrew Jones, Tom Murray
  • What might be considered as infrastructure assets in the near future? And will debt investors be provided with opportunities as the definition broadens?
  • What can investors do to get ahead of the curve to anticipate coming infrastructure debt opportunities in the future?
  • To what extent will digital infrastructure assets be relevant for infrastructure debt funds in coming years?
  • How much will energy transition continue to impact infrastructure debt markets?

Tim Cable

Senior Partner, Vantage Infrastructure

Read bio

Andrew Jones

Global Head of Infrastructure Debt, AMP Capital

Read bio

Tom Murray

Managing Director, I Squared Capital

Read bio
09:40 - 10:20

Navigating the current environment – low interest rates & the economy

Severin Hiller, Glenn Fox, Dimitar Lambrev
  • The impacts that a low interest rate environment is having on different stakeholders in the infrastructure debt market – investors, banks, sponsors & more
  • How rising costs and falling interest rates have created a challenging environment for transacting deals. Are these conditions making the market increasingly borrower-friendly, and will this continue?
  • Should relative value trump focus on immediate yield? And how can investors make their strategies future-proof whilst also resilient to the current environment?
  • How will different types of investors alter their approach to infrastructure debt in anticipation of a potential forthcoming downturn?
  • Compressing returns for senior & increased risk for junior – which debt strategies are most economy-proof?

Moderator: Severin Hiller, Co-Head of Infrastructure Debt, Rivage Investment

Severin Hiller

Co-Head Infrastructure Debt, Rivage Investment

Read bio

Glenn Fox

Head of Infrastructure Debt Investments, HSBC Global Asset Management

Read bio

Dimitar Lambrev

Senior Portfolio Manager - Infrastructure, UNIQA Capital Markets

Read bio
10:20 - 11:00

Risk vs reward – investor suitability to varying debt opportunities & finding relative value across the capital structure

Paul Nash, Erik Savi, Sebastian Schroff, Alex Waller
  • Assessing the capital structure in infrastructure debt – what investments are particularly appealing right now?
  • How are investors going about evaluating their suitability for different opportunities in infrastructure debt?
  • How can GP’s aid them in this assessment and provide them with a suitable strategy?
  • Can investors be confident of discipline when it comes to their GP’s strategy? What measures can be put in place to give the investors reassurance?

Paul Nash

Partner and Head of Infrastructure Debt, DIF Capital Partners

Read bio

Erik Savi

Managing Director and Global Head of Carlyle Infrastructure Credit, The Carlyle Group

Read bio
A speaker photo for Sebastian Schroff

Sebastian Schroff

Global Head of Private Debt, Allianz Investment Management SE

Read bio

Alex Waller

Head of Infrastructure Debt, Whitehelm Capital

Read bio
11:00 - 11:30

Coffee & networking

Infrastructure Debt Forum 2020
11:30 - 11:50

The role of infrastructure debt in institutional portfolios

Abhishek Gupta

Abhishek Gupta

Senior Research Engineer and Investment Solution Specialist , EDHECinfra

Read bio
11:50 - 12:30

Establishing a sustainable investment model in your infrastructure debt strategies

Frank Dornseifer, Jean Francis Dusch , Alistair Perkins, Celine Tercier
  • How can the industry improve the way ESG is measured & assessed with regards to infrastructure assets? Will the United Nation’s SDG’s aid this?
  • Green bonds & financing – pricing and other investment challenges in this area
  • Pre-deal due diligence & covenants – ensuring you have the legal tools before you invest to implement your ESG goals
  • The impact of infra – examining the social, climate & other impacts that are particularly prevalent in today’s society

Moderator: Frank Dornseifer, Managing Director, Bundersverband Alternative Investments

A speaker photo for Frank Dornseifer

Frank Dornseifer

Managing Director, Bundesverband Alternative Investments

Read bio

Jean Francis Dusch

CEO EDRAM UK, Edmond de Rothschild

Read bio

Alistair Perkins

Head of Infrastructure & Project Finance, NN Investment Partners

Read bio

Celine Tercier

Head of Infrastructure Finance, Ostrum Asset Management

Read bio
12:30 - 13:00

Keynote Presentation – Smart cities

Ayesha Khanna

Dr. Ayesha Khanna, Co-Founder & CEO, ADDO AI

Ayesha Khanna

Co-Founder and CEO , ADDO AI

Read bio
13:00 - 14:00

Networking lunch with Energy Transition and Digital Infrastructure Forum attendees

Infrastructure Debt Forum 2020
14:00 - 14:35

How to increase your influence as a debt investor in infrastructure

Monika Bednarz, Tim Hartwig
  • Pre-investment decisions & due diligence – ensuring you have the plan and provisions in place to successfully carry out your vision
  • Aligning strategies & vision with other stakeholders – private equity sponsors, fellow lenders or otherwise
  • What strategies can you pursue to make sure that you are holding the borrower to account?
  • Common challenges & hurdles in implementing change

Monika Bednarz

Director, Lagrange Financial Advisory

Read bio

Tim Hartwig

Vice President, HOCHTIEF PPP Solutions

Read bio
14:35 - 15:10

Fundraising & deal flow – the state of play across the world

Dalit Nuttall, Anish Butani, Kay Parplies
  • Reviewing activity in 2019 for infrastructure debt – how does it compare to previous years, and what will we see for the rest of 2020?
  • Which regional markets are showing the most appetite for infrastructure debt deals?
  • How GP’s can get the most out of their placement agents and other intermediaries when it comes to fundraising efforts
  • What might fundraising look like in the future? Will the same channels, intermediaries and strategies still be used in five years’ time?

Moderator: Dalit Nuttall, Principal, West Valley Capital

Dalit Nuttall

Principal, West Valley Capital

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Anish Butani

Director, Private Markets - bfinance

Read bio

Kay Parplies

Head of Unit, European Commission

Read bio
15:10 - 15:45

A global debt market in constant motion

Jonathan Duguay-Arbesfeld, Nicolas Firzli
  • Where do opportunities lie for investors in this gradually maturing market?
  • A global view – is European private money putting pressure on the US PP market? And how are they responding?
  • What regulatory risks are on the horizon for Europe and further afield? How can GP’s and other market participants best prepare for these?
  • How can investors weigh up risk versus reward in emerging markets?

Moderator: Matias Sottile, Founder, Ayres Partners

Jonathan Duguay-Arbesfeld

Senior Director, Specialty Finance at CDPQ - CDPQ

Read bio
A speaker photo for Nicolas Firzli

Nicolas Firzli

Director-General, World Pensions

Read bio
15:45 - 16:00

Coffee & networking

Infrastructure Debt Forum 2020
16:00 - 16:20

Increasing premiums without risk - embracing complexity in your infrastructure investment strategies

  • How infrastructure & debt both lend themselves to the search for illiquidity & complexity premiums
  • How can you increase exposure to illiquidity & complexity within this market in order to maximise potential reward?
  • Is increasing the duration of your investment a sensible option?
  • Factoring in the low interest rate environment when making these decisions
16:20 - 17:00

Investment Case Studies – from the front lines

This interactive session will feature different case studies from investments in the infrastructure debt market. Vote via our app for which investments you would back, and which you would avoid!

17:00 - 17:00

Close of conference

Sponsorship Opportunities

The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.

For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498