Investor
Global Investor Offsite 2021
22 - 24 June 2021,
Virtual event, Global
Build connections with investors in infrastructure
The Global Investor Offsite was the industry’s half-year marker. Attendees explored how markets are faring, how investors’ appetite is changing and set their strategy in this rapidly changing environment.
The event enabled the industry to catch up with old colleagues and make new connections with the 800+ Global Passport members. They met and interacted with investors, managers and the global advisory community across three regions and time zones.
Attendees took time out from the day job, turned off their emails and took stock of what’s happening in the world of infrastructure.
‘Chase the sun’ across Asia, Europe and the US
Attendees were able to understand the state of play from each region’s most respected, engaging and original industry heads.
They discovered the most interesting opportunities to invest in infrastructure right now, as leaders shared global recovery scenarios and pinpointed where market dislocations will provide greatest value.
Attending investors included:
Networking at the Global Investor Offsite
Connect with global investors and fund managers
Themed virtual networking sessions provided attendees with access to like-minded peers and investors exploring the same opportunities.
Attendees were able to see who attended each session and could easily identify contacts with similar interests. They could message other attendees to catch up at the event.
Our speed networking sessions enable attendees to meet more people. They joined each other for a randomly allocated video chat.
2021 speakers included:
Unrivalled access to the global infrastructure community
The Infrastructure Investor Global Passport
The Global Investor Offsite 2021 was exclusive to Global Passport members
The Infrastructure Investor Global Passport is a new way for industry leaders to stay connected to the market, meet investors, secure capital commitments and gain a strategic edge throughout the year.
Networking at the Global Investor Offsite
The Global Investor Offsite featured a number of scheduled interactive networking sessions across different formats to ensure everyone got the most out of their time at the event.
Attendees shared challenges and brainstormed strategies during roundtable discussions
Lead by an expert moderator, our roundtables brought together senior infrastructure investors and managers to share challenges, discuss strategies and helped set their future direction on a range of industry topics.
Attendees selected the topic that matters most to them and had an open discussion with their peers.
Attendees met more people with our speed networking sessions
Replicating the experience of bumping into people in the networking room, attendees joined and were matched with other event attendees for a randomly allocated video chat.
Attendees got to know their fellow Passport holders via our quickfire, four-minute speed networking sessions. They participated in a series of randomly generated meetings to help them meet their peers. They could then follow up afterwards via the Passport directory to continue the conversation.
We helped attendees meet the right people
Whatever their area of interest, our themed ‘birds of a feather’ networking sessions allowed attendees to quickly identify other attendees with the same focus.
They could jump into one of our themed rooms to meet contacts and discuss their selected topics.
Attendees met the speakers face-to-face
Each topic was followed by a dedicated ‘meet the speakers’ Q&A session. Attendees turned on their camera and audio to discuss the topic with the speakers and put their questions to them face-to-face.
Chat and arrange 1-2-1 video meetings
Whether they wanted to catch up with an old colleague or make a new contact at a specific organisation, event attendees could search for the individual contacts from the delegate list and message them to arrange online video meetings throughout the three days of the event.
Once they had set up their meeting, they could invite other event attendees to join.
Sponsorship opportunities
The Infrastructure Investor Global Investor Offsite offers a unique opportunity for organisations to raise their profiles as part of the premier virtual meeting for the global infrastructure market.
For more information on the opportunities available at the Global Investor Offsite, please contact Alexander Jakes at alexander.j@peimedia.com.
Pre-Event Resources
2021 agenda
Agenda
Infrastructure Investor Global Offsite - Tuesday 22nd
Infrastructure Investor Welcome & ‘meet the Passport holders’ speed networking
Welcome from Infrastructure Investor
Nicholas Lockley, Director, Head of Conferences EMEA, PEI Media Group
New to virtual or an experienced attendee? Spend some time meeting fellow Global Passport holders as we explain how to make the most of the Global Offsite format, introduce you to the platform and help you connect with your global peers.
Global Start Times: NY 09:00 | LDN 14:00 | HK/SGP/CN 21:00 | SYD 23:00 (Weds)
Networking tutorial
We talk you through how to make the most of the full range of networking opportunities available at the Global Offsite. Sessions are running across three time zones for the next two days, so don’t miss your chance to find out how to connect with over 200 global investors in attendance.
Global Start Times: NY 09:45 | LDN 14:45 | HK/SGP/CN 21:45 | SYD 23:45 (Weds)
Networking opens and 1-2-1 meetings available until 22.00 LDN/17.00 NY
Global Start Times: NY 10:00 | LDN 15:00 | HK/SGP/CN 22:00 | SYD 01:00 (Weds)
Agenda
Infrastructure Investor Global Offsite - Wednesday 23rd
Networking opens
Global Start Times: NY 01:00 | LDN 06:00 | HK/SGP/CN 13:00 | SYD 15:00
Asia Panel: The rise of Asian funds
Asia Panel Session
- How are fund manager investments progressing in APAC?
- What attracts them to Asia?
- Finding promising deal flow and executing
Moderator: Nadia Kalic, Partner, Sydney, Clifford Chance
Followed by meet the speakers live Q&A and networking
Global Start Times: NY 02:00 | LDN 07:00 | HK/SGP/CN 14:00 | SYD 16:00
Asia Panel: Decarbonizing the portfolio post COP26
Asia Panel Session
- Assessing the impact of China and Japan’s decarbonization goals for infrastructure investment
- Which renewable energy technologies and which Asian markets will succeed in 2022?
- Asia as the new epicentre for offshore wind
Moderator: Jeff Altman, Senior Advisor, Finadvice
Followed by meet the speakers live Q&A and networking
Global Start Times: NY 03:00 | LDN 08:00 | HK/SGP/CN 15:00 | SYD 17:00
Asia Panel: Asia as a strategy for portfolio diversification
Asia Panel Session
- Investing in growth Asia vs developed Asian markets
- FX risk/currency hedging strategies and how to manage more volatile regional currencies
- Understanding local taxation incentives for investment across the region
Moderator: Andrew Kinloch, Managing Director, Logie Group
Followed by meet the speakers live Q&A and networking
Global Start Times: NY 04:00 | LDN 09:00 | HK/SGP/CN 16:00 | SYD 18:00
Rohit Nanda
Head of Asia, Principal Investments - Infrastructure, Sumitomo Mitsui Banking Corporation
Read bioComparing EMEA & APAC approaches to ESG and sustainability
Cross Regional Session
- Climate change, the energy transition and infrastructure
- Keeping ESG at the forefront of investor mindsets
- What other regions can learn from best-in-class investors in APAC
Moderator: Simon Whistler, Senior Real Assets Specialist, Principles for Responsible Investment (PRI)
Followed by meet the speakers live Q&A and networking
Global Start Times: NY 05:00 | LDN 10:00 | HK/SGP/CN 17:00 | SYD 19:00
Above 5%: How to get more out of your renewables funds
Panel Session
- Moving beyond vanilla wind and solar strategies in search of alpha
- How disruptive technologies can boost energy & electricity distribution
- Solving supply and demand issues for operating assets
Moderator: Laurent Segalen, Managing Director, Megawatt-X
Followed by meet the speakers live Q&A and networking
Global Start Times: NY 06:00 | LDN 11:00 | HK/SGP/CN 18:00 | SYD 21:00
Has the market accurately assessed valuations post-pandemic?
Panel Session
- Getting frothy: Assessing prices for renewable energy and digital infrastructure assets since the pandemic
- Public or private? Assessing differences in valuations between listed assets and those in the private markets
- Troubled sectors: Are there distressed opportunities for investors in airports or other transport assets?
Moderator: Adam Smallman, Director – Membership Programs, PEI Media
Followed by meet the speakers live Q&A and networking
Global Start Times: NY 07:00 | LDN 12:00 | HK/SGP/CN 19:00 | SYD 22:00
Global Keynote Panel: Heavyweights from three regions discuss the state of play in infrastructure at the halfway point of the year
Moderator: Kalliope Gourntis, Editor, Infrastructure Investor
Followed by meet the speakers live Q&A and networking
Global Start Times: NY 08:00 | LDN 13:00 | HK/SGP/CN 20:00 | SYD 23:00
Suzanne Gaboury
Director General, Private Sector Operations Department, Asian Development Bank
Read bioMeal Break - EMEA (UTC+1)
Global Start Times: NY 09:00 | LDN 14:00 | HK/SGP/CN 21:00 | SYD 00:00 (Thurs)
Keynote: Leadership, risk and volatility
- Making sense of 18 months of restrictions, risk and opportunity
- Accepting where risk is inevitable and what to do about it
- Balancing data privacy, commercial power and increased regulation
Global Start Times: NY 10:00 | LDN 15:00 | HK/SGP/CN 22:00 | SYD 01:00 (Thurs)
Digital infrastructure: Does the reality match the hype for the ‘fourth utility’?
Panel Session
- Areas of focus; sub-sector, strategy, or asset type?
- Competition for larger ($1bn+) vs. mid-market transactions
- Assessing exit strategies and hold periods for digital assets
Moderator: Zak Bentley, Senior Reporter, Infra Investor
Global Start Times: NY 11:00 | LDN 16:00 | HK/SGP/CN 23:00 | SYD 02:00 (Thurs)
Jeff Coates
Senior Principal - Infrastructure and Renewable Resources, British Columbia Investment (BCI)
Read bioHow to push sustainability up the agenda in North American infrastructure
Panel Session
- Addressing social and economic issues intensified by covid-19 through sustainable infrastructure investments
- Can the infrastructure asset class unlock private capital for sustainable development?
- How can measurement and standards help ensure the success of a project both financially and for the communities where they are built?
Moderator: Roxana Isaiu, Chief Sustainability Officer, GRESB
Followed by meet the speakers live Q&A and networking
Global Start Times: NY 12:00 | LDN 17:00 | HK/SGP/CN 00:00 (Thurs) | SYD 03:00 (Thurs)
Meal Break - US (UTC-4)
North American fund manager roundtable
Roundtable
- How will the new administration impact the funding of US infrastructure?
- Discussing changes to manager investment strategies post-covid
- Examining the resiliency of the infrastructure asset class
Moderator: Irene Mavroyannis, Managing Partner Private Capital Advisory & Infrastructure, Sera Global
Followed by meet the speakers live Q&A and networking
Global Start Times: NY 14:00 | LDN 19:00 | HK/SGP/CN 02:00 (Thurs) | SYD 05:00 (Thurs)
Investor strategies in the Americas
Panel Session
The state of play: institutional and private investors analyse the state of the infrastructure market amid an ongoing global pandemic.
- Managing valuation shocks and portfolio liquidity issues
- Views on new fund commitments
- Re-upping with existing managers
Moderator: Kelly DePonte, Managing Director, Probitas Partners
Followed by meet the speakers live Q&A and networking
Global Start Times: NY 15:00 | LDN 20:00 | HK/SGP/CN 03:00 (Thurs) | SYD 06:00 (Thurs)
Close of day
1-2-1 meetings remain available until 19.00 NY
Agenda
Infrastructure Investor Global Offsite - Thursday 24th
Asia Panel: Asset management in the new normal
Asia Panel Session
- How have investors managed their assets around Asia under the current travel restrictions
- Relationship building and sourcing partnerships during the pandemic – still feasible?
- Has the pandemic given rise to any innovation or improvements in asset management?
Moderator: Tamara Singh, Head of Asia Pacific, OMFIF
Followed by meet the speakers live Q&A and networking
Global Start Times: NY 02:00 | LDN 07:00 | HK/SGP/CN 14:00 | SYD 16:00
Rohit Nanda
Head of Asia, Principal Investments - Infrastructure, Sumitomo Mitsui Banking Corporation
Read bioAsia Keynote: Fireside Chat
Asia Keynote
After 22 years with Macquarie Group, John recently retired from his roles of Chairman Macquarie Group of Companies, Korea and Chairman of Macquarie Capital, Asia. He will be sharing reflections on his career and the development of the Infrastructure asset class in the region and prospects for a further accelerated growth in a post pandemic world.
John Walker, Chairman, Eastpoint Partners
Interviewed by: Bruno Alves, Senior Editor, Infrastructure Investor
Followed by meet the speakers live Q&A and networking
Global Start Times: NY 03:00 | LDN 08:00 | HK/SGP/CN 15:00 | SYD 17:00
Asia Panel: Driving more institutional capital into Asia
Asia Panel Session
- Dealing with COVID-19 challenges, how has this affected investor sentiment towards Asia?
- Finding the right risk return balance in the region’s geographies and sectors
- Lessons learnt from seasoned investors in Asian emerging markets
Moderator: Gwen Colin, Independent Advisor in Sustainable Finance, G Capital Asia
Followed by meet the speakers live Q&A and networking
Global Start Times: NY 04:00 | LDN 09:00 | HK/SGP/CN 16:00 | SYD 18:00
Investor strategies in APAC & EMEA
Cross Regional Session
The state of play: institutional and private investors analyse the state of the infrastructure market amid an ongoing global pandemic.
- Managing valuation shocks and portfolio liquidity issues
- Views on new fund commitments
- Re-upping with existing managers
Moderator: Adam Smallman, Director – Membership Programs, PEI Media
Global Start Times: NY 05:00 | LDN 10:00 | HK/SGP/CN 17:00 | SYD 19:00
Smart money: strategies to capitalise on market dislocations
Panel Session
- Comparing distressed debt, turnaround and special situations with other strategies
- What do investors think of the various specialist strategies?
- Getting the timing right for new vehicles and products
Moderator: Andy Thomson, Senior Editor, Private Debt Investor
Global Start Times: NY 06:00 | LDN 11:00 | HK/SGP/CN 18:00 | SYD 21:00
The Brazilian PPI Programme
Presentation
- Outline of one of the most successful ongoing concession and privatization programs globally
- Impact of the program on the Brazilian macroeconomic environment
- Evolving quality of the regulation and contracts
- Recent and upcoming investment opportunities
Speaker: Tarcísio Gomes de Freitas, Minister of Infrastructure, Government of Brazil
Global Start Times: NY 07:00 | LDN 12:00 | HK/SGP/CN 19:00 | SYD 22:00
Meal Break - EMEA (UTC+1)
Global Start Times: NY 08:00 | LDN 13:00 | HK/SGP/CN 20:00 | SYD 23:00
Market update from Infrastructure Investor
Presentation
Our reports analyse the current state of the infrastructure market and detail the significant trends affecting the asset class in each quarter. We review 2021 H1 from a fundraising perspective and look ahead to trends for H2 as the world tries to get back to normal.
Followed by live Q&A. Meet the investor research team and quiz them about the data in our virtual roundtable session.
Global Start Times: NY 09:00 | LDN 14:00 | HK/SGP/CN 21:00 | SYD 00:00 (Fri)
Transportation infrastructure- the good, the bad and the ugly
Panel Session
- Investors explain how to return transport assets to good health
- How airports can get their mojo back
- What are the capital markets and other financing sources’ outlook on transportation businesses?
Moderator: Chase Collum, Special Projects Editor, PEI Media Group
Global Start Times: NY 10:00 | LDN 15:00 | HK/SGP/CN 22:00 | SYD 01:00 (Fri)
A growing niche: Key trends in post-pandemic infrastructure debt
Panel Session
- The impact of low interest rates on debt market stakeholders– investors, banks, sponsors & more
- Is the market becoming increasingly borrower-friendly, and will this continue?
- What types of cash yields can investors expect?
Moderator: Karen Azoulay, Head of Infrastructure Debt, BNP Paribas Asset Management
Global Start Times: NY 11:00 | LDN 16:00 | HK/SGP/CN 23:00 | SYD 02:00 (Fri)
Diversity roundtable: Shifting the approach
Roundtable
- Making diversity a business imperative
- Driving better results through greater diversity
- How does gender diversity within infrastructure compare to other asset classes?
Moderator: Aditi Mohapatra, Managing Director, BSR
Global Start Times: NY 12:00 | LDN 17:00 | HK/SGP/CN 00:00 (Fri) | SYD 03:00 (Fri)
Laurie Mahon
Former Vice-Chair, US Investment Banking, Global Investment Banking, CIBC Capital Markets
Read bioClose of Global Offsite
1-2-1 meetings remain available until 19.00 NY
NY 14:00 | LDN 19:00 | HK/SGP/CN 02:00 (Fri)| SYD 05:00 (Fri)