1 JUNE 2017 | MILLENNIUM HOTEL LONDON MAYFAIR
08.00 - 09.00 REGISTRATION, COFFEE & NETWORKING
09.00 - 09.10 CHAIRMAN’S WELCOMING ADDRESS
Mark O'Hare, CEO and Founder, Preqin
09.10 - 09.30 KEYNOTE ADDRESS
Werner von Guionneau , Chief Executive, InfraRed Capital Partners Limited
09.30 - 10.10 THE NEXT GENERATION OF INFRASTRUCTURE? 2016/2017 IN A NUTSHELL
  • Industry is becoming more resilient
  • New sources of capital and funding approaches
  • Redefining “core” and “non-core” infrastructure
  • Addressing increasing urbanisation, ageing population and emerging markets maturity
Moderator: Mark O'Hare, CEO and Founder, Preqin
Dr. Joachim von Amsberg , Vice President, Policy and Strategy, Asian Infrastructure Investment Bank
Renaud de Matharel , CEO & Managing Partner, Cube Infrastructure Managers
Dan Wells, Partner, Foresight Group
John F. Gandolfo , Director and Chief Investment Officer, Pension and Endowments , The World Bank
10.10 - 10.50 WHAT DO WE MEAN BY “NO NORMAL” IS A NEW NORMAL?
  • "Macro" risks becoming a norm (unexpected election results, terrorism, cyber-attacks, disruptive and fast-moving technological advances, geopolitical and social upheaval etc)
  • Regulatory risks
  • More innovative and sophisticated approach to investment strategies (direct vs indirect, coinvestment, secondaries etc)
  • Significant competition for attractive assets - new entrants (e.g. Google and Apple)
Moderator: Charles Hecker, Senior Partner, Control Risks
Dominik Von-Scheven, Vice-President, DB Private Equity & Private Markets
Laughlan Waterston, Head of Energy, SMBC Bank
10.50 - 11.05 ESG AS A KEY SUCCESS FOR INFRASTRUCTURE INVESTMENT
Eugene Zhuchenko, Executive Director , Long Term Infrastructure Investors Association (LTIIA)
11.05 - 11.30 NETWORKING BREAK
11.30 - 11.50 ROLE OF MDBS IN INFRASTRUCTURE PROJECT PREPARATION
Jason Zhengrong Lu, Acting Head, Global Infrastructure Facility
11.50 - 12.55 CREATING BETTER CONNECTED ECONOMIES - NEXT GENERATION GOVERNMENT PROJECT FINANCING
  • Has the capital structure evolved much over the past years?
  • Unlocking private capital though a clear and independent regulatory framework
  • Ensuring infrastructure is resilient to climate change 
  • What are the key trends of an attractive PPP? LPs outlook
  • What are the means of ensuring infrastructure spending is both efficient and effective?
Moderator: Andrew Davison, Senior VP Infrastructure Finance Group, Moody's Investors Service
Mike Jensen, Co-Chief Investment Officer, Local Pensions Partnership (LPP)
Pilar Solano, Head of the Infrastructure New Products & Special Transactions, European Investment Bank
Michael Mullan, Team Leader, Climate Change Adaptation, OECD
Annette Bannister, Director, Infrastructure and Project Finance, MetLife Investments
Sylvain Chateau, Co-founder, Beyond Ratings
13.00 - 14.00 LUNCH AND NETWORKING BREAK
14.00 - 14.20 THE FUTURE OF THE RENEWABLE POWER PLANTS MANAGEMENT. INTERNET OF THINGS & BIG DATA ANALYTICS
Carlos Carrera, Head of Business Development, Kaiserwetter Energy Asset Management
Rodrigo Villamizar, Head of Strategies Americas, Kaiserwetter Energy Asset Management
14.20 - 15.10 FROM OPPORTUNISTIC INTEREST TO STRATEGIC ALLOCATION - INFRASTRUCTURE DEBT AS A SEPARATE ASSET CLASS?
  • Capturing the great fixed income dislocation
  • What does the next generation of debt products look like?
  • Market competition assessment
  • Geographic and regulatory factors and their impact on risk
  • Volume and size of institutional debt deals
  • What is the future outlook?
Moderator: Arnaud Garel , Business Development Director, CACEIS
Darryl Murphy, Head of Infrastructure Debt, Aviva Investors
Jean-Francis Dusch, CEO & Head of Infrastructure, Real Assets & Structured Finance, Edmond de Rothschild Asset Management (UK) Limited
Charles-Henry Lecointe, Senior Investment Manager , Legal & General Investment Management
15.10 - 16.00 FINANCING THE POWER OF FUTURE
  • Matching the price with returns vs risks
  • Energy storage investments
  • Making the investment portfolio more accessible for LPs?
  • To what extent are government policies influence/promote investment in the renewables?
  • Emerging technology
  • Who is bringing the pipeline foreword?
  • The current state and future of global energy regulation
Moderator: Giles Dearden , Director of Due Diligence, Natural Power
Rob Mansley , Head of Capital Markets, UK Green Investment Bank
Dr. Dörte Fouquet , Director, EREF
Dr. Armin Sandhoevel, Chief Investment Officer Infrastructure Equity, Allianz Global Investors GmbH
Aldo Beolchini , Managing Partner & CFO, NextEnergy Capital
16.00 - 16.20 NETWORKING BREAK
16.20 - 16.40 ASSET MANAGEMENT - DELIVERING SUPERIOR RETURNS
  • Why is asset management important for delivering returns?
  • How are managers structuring and resourcing asset management teams?
  • How do managers deal with macro risks and opportunities?
  • What is the direction, pace and impact of technological change on long-term decisions to investment and manage infrastructure assets?
  • Maximising your returns by maximising the revenue potential of your asset
  • Will asset management become less labour intensive?
Joe Childs, Head of Hedge Funds and Real Assets Research , Preqin
Neil Krawitz , Head of Asset Management , Arcus Infrastructure Partners LLP
16.40 - 16.50 FUTURE OUTLOOK
Elias Latsis, Chief Data Officer, Preqin
16.50 - 18.30 DRINKS RECEPTION