Infrastructure
Investor
Investor
America Forum New York 2022
6 - 7 December 2022,
Convene 151, W 42nd Street, New York
Security, connectivity, development: transforming North American infrastructure
Now in its 15th year, the America Forum returns to New York to host North America’s most influential investors, fund managers and policy makers for two days of unparalleled networking. Join the infrastructure community and debate the trends shaping the North American infrastructure landscape.
The forum continues to be the premier event for industry leaders redefining infrastructure investment to gather and exchange the latest industry intelligence.
Advance your fundraising
Expand your fundraising horizons by meeting the most active institutional investors looking for North American opportunities.
Uncover high-yield opportunities
Share perspectives on North American investment strategies and identify high-yield assets across the region with leading investment practitioners.
Save time building your network
Create and nurture sustainable relationships with infrastructure’s elite by using our sophisticated networking platform.
Connect with leading institutional investors
Past attending investors include:
The Forum at a glance:
Industry intelligence
Join leading infrastructure experts as they discuss the current state of North American infrastructure, renewables, ESG, infrastructure debt and so much more.
Focused networking
Connect and knowledge share with leading investors and managers with similar interests.
Keynote interviews
Gain a fresh perspective and be inspired by industry leading keynote speakers discussing the future of the asset class.
Key themes
• Energy security – is LNG from the US the way to wean the market off Russian gas?
• Legislative and regulatory views – can the US renewables market thrive without tax credits?
• Midstream energy – how environmentally friendly is the transition to gas as the key transition fuel?
• Data center platform opportunities – are the large scale platforms being taken private by the big players?
• Expanding beyond megafunds – does the US midmarket offer greater value across the various sub-sectors?
• The Infrastructure Investment and Jobs Act (IIJA) update – what are we seeing flowing down from the package and where’s the money going?
• Digital infrastructure – will enough capacity be built to satisfy demand amid rising construction costs and labor shortages?
• Investors reducing manager relationships – are the suites of infrastructure products from large managers attractive or just increasing risk?
What our attendees say about the Forum
Kemi Christina Abdul
BlueHaven
The event touched on all relevant themes of the sector and I was able to walk away with notable points.
Brian Nemeth
AlixPartners
I really enjoyed the quality of people that attended the event. I also enjoyed the content presented and found it very informative.
Steven C Rothberg
Mercator International LLC
The panels were all informational and stimulating, and the scale of the event made it manageable, in terms of meeting other attendees.
Speakers include:
Now part of the Global Passport
By securing your place at the Infrastructure Investor America Forum, you will instantly become part of our global network of infrastructure leaders shaping the asset class.
Passport holders have year-round access to a directory of investors, frequent meetings with industry leaders, and a place at all Infrastructure Investor conferences throughout the year, including:
Position your brand at the centre of the infrastructure community
Strengthen your market credibility, put your brand in front of your key target markets and meet your investment and business goals. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more …
For more information on the available sponsorship opportunities, please contact Alexander Jakes at alexander.j@peimedia.com or call +44 (0) 203 862 7498.
Year-round infrastructure networking
The Infrastructure Investor America Forum will be held in person in New York and virtually on our industry-leading platform.
Easily seek out relevant investors, get maximum visibility, and maintain relationships across the global industry.
Attendance at the Forum is now exclusive to Global Passport holders – our new investor/manager network. Book a demo to see how, in addition to attendance at the America Forum, subscription can help grow your business.
Secure your next investor
Connect with investors looking for North American opportunities
America Forum attendees shape the industry
Your access to the America Forum will provide more value than ever before, with year-round access to a directory of global infrastructure’s most influential network.
Advance your fundraising
Expand your fundraising horizons by meeting the most active institutional investors looking for North American opportunities.
Uncover high-yield opportunities
Share perspectives on North American investment strategies and identify high-yield assets across the region with leading investment practitioners.
Save time building your network
Create and nurture sustainable relationships with infrastructure’s elite by using our sophisticated networking platform.
Stay connected with the global network
Peter Swan
Apollo Global Management
Great content, solid group of institutional investors and large GPs. Enjoyed the conference and allowed for sufficient time to meet with investors.
Chad Greenbergn
361 Capital
Quality conference with a well thought out agenda.
Lars Pace
Hamilton Lane
Excellent opportunity to hear multiple perspectives from industry specialists and federal and state regulators
America Forum attendees get more
By attending the America Forum, you will join infrastructure’s most influential global network. Subscription will give you:
- Access to the America Forum
- Access to all of Infrastructure Investor’s global events
- Access to the investor directory
- Frequent virtual and in-person networking opportunities
- And much more…
Please note, annual agenda is subject to change.
Advancing diversity through inclusion
Infrastructure Investor’s Women in Infrastructure New York Forum features keynote and panel discussions with pioneering women in infrastructure.
Hear powerful female industry leaders provide insight into the evolving industry and share strategies and approaches to achieving maximum returns.
Now in its 6th year, the Forum continues to deliver informative discussions analyzing industry trends and deal flows with the most powerful women in infrastructure. The Forum also offers a myriad of opportunities to network and build key relationships.
“Excellent opportunity for both learning and networking alike.”
Liz Bernich, Caldwell Partners
Why you should attend
Engage in candid conversations
Discuss the gender diversity barriers within the industry and explore strategies to bridge the gap
Gain industry knowledge
Stay up-to-date with the key trends impacting the industry and developments of infrastructure projects now and in the future
Build your network
Network with prominent figures from the infrastructure investing community and build relationships to advance your career and organization
Past attendees include:
This event is co-located with the Infrastructure Investor New York Forum
II New York Forum on December 1-2 2022 will gather 200+ investors, fund managers and policy makers to debate the trends shaping infra investment in North America and how to drive returns.
Access to infrastructure’s most influential global community
By securing your place at the Women in Infrastructure New York Forum, you will instantly become part of our community of infrastructure investor leaders shaping the asset class with a one-year subscription to the Infrastructure Investor Global Passport.
As a Passport holder, you will receive one year of 24/7/365 access to the global blackbook of investors, monthly touchpoints with the market and a place at our remaining conferences over the next 12 months.
Your subscription includes:
Please note, annual agenda is subject to change.
View agenda page
Agenda
Day 1 - Tuesday 6th
Welcome
08:30 - 08:45
Welcome from Infrastructure Investor
08:45 - 09:00
Chair's welcome
Laurie Mahon
Speaker:
Laurie Mahon, Vice Chair, Global Investment Banking, CIBC World Markets
Laurie Mahon
Former Vice-Chair, US Investment Banking, Global Investment Banking, CIBC Capital Markets
Read bio
Plenary Sessions
09:00 - 09:40
The state of play in the North American infrastructure market
Jonathan Melmed,
Jenny Chan,
Alex Darden,
Mansi Patel,
Nikola Simic,
David Vence
- Surviving testing times through resilient infrastructure portfolios and sectoral growth
- An Infrastructure Investment and Jobs Act (IIJA) update – what are we seeing flowing down from the package and where’s the money going?
- The impact of the Inflation Reduction Act- doubling down on tax credits and the impact on the acceleration of US renewables
- How IRA tax exemptions and tax credits have shifted investment outcomes and created new categories of interest for investors
Moderator:
Jonathan Melmed, Partner & Head of Private Equity/Power & Infrastructure, King & Spalding
Speakers:
Jenny Chan,Managing Director, Macquarie Asset Management
Alex Darden, Partner, EQT
Mansi Patel, Managing Director, Head of U.S. Infrastructure and Project Finance,
MetLife Investment Management
Nikola Simic, Managing Director, Carlyle
David Vence, Investment Director, Antin Infrastructure Partners
09:40 - 10:20
Finding a balanced geopolitical stance: Legislative and regulatory views from the US market
Daniel Silverberg,
Jeremy Ebie,
Robert Keough,
Adie Tomer
- Domestic and international infrastructure policy developments out of Washington
- Energy security – is LNG from the US the way to wean the market off Russian gas?
- The role of the G7’s new Partnership for Global Infrastructure and Investment
Moderator:
Daniel Silverberg, Managing Director, Capstone
Speakers:
Jeremy Ebie, Founder and CEO, Phoenix Infrastructure Group
Robert Keough, Managing Director & Head of Infrastructure, JLC Infrastructure
Adie Tomer, Senior Fellow, The Brookings Institution
10:20 - 11:00
Sustainable infrastructure investment: How to really move things forward
Michael Bonte-Friedheim,
Jennifer Gandin,
Alex Greenbaum,
Léonie Maruani,
Reuben Munger,
Emily Rodgers
- Advancing the sustainability agenda beyond energy assets
- Key sectors in focus: making transport, digital and environmental assets more sustainable
- The impact of COP27 on pension plans, endowments, foundations and other investor types
Moderator:
Michael Bonte-Friedheim, CEO and Founder, NextEnergy Capital
Speakers:
Jennifer Gandin,Principal, Investments, CIM Group
Alex Greenbaum, Partner, Active Core Infrastructure, EQT
Léonie Maruani, Senior Director, Vauban Infrastructure Partners
Reuben Munger, Managing Partner, Vision Ridge Partners
Emily Rodgers, Managing Director & Director of ESG, EIG Partners
Networking
11:00 - 11:30
Coffee break
Plenary Sessions
11:30 - 12:10
The growing importance of energy security
Isabel O'Brien,
Mark Florian,
Matthew Lipton,
Trevor Mills,
Audrey Copeland
- Dissecting the energy trilemma – efficiency, environmental impact, and affordability
- Changing the global energy mix to meet growing demand and improve energy security
- The role of hydrogen and other ‘cleaner’ energy sources to empower the energy transition
- Are the borders blurring between infrastructure, growth capital, buyouts and real estate in energy efficiency investing?
Moderator:
Isabel O’Brien, Reporter, Americas, Infrastructure Investor
Speakers:
Audrey Copeland, Senior Vice President of Strategy and Origination, Spearmint
Mark Florian, Managing Director, Head of BlackRock Global Infrastructure Funds, Blackrock
Matthew Lipton, Co-Head of Infrastructure Investment Research, Partners Group
Trevor Mills, Partner, Apollo Global Management
12:10 - 12:50
Expanding beyond megafunds- does the US midmarket offer greater value across the various sub-sectors?
Irene Mavroyannis ,
Rory Hunter,
Recep Kendircioglu, CFA,
Ross Posner,
Mike Roth ,
Elena Savostianova
- Why the midmarket remains a ‘happy hunting ground’ for new managers
- Squeezing the middle: Finding and maintaining value in an increasing crowded midmarket
- Sectors examined: Do focused vehicles plus value-add managers equal higher returns?
Moderator:
Irene Mavroyannis, Managing Partner, Private Capital Advisory, Infrastructure / Renewables / Sustainability, Sera Global
Speakers:
Rory Hunter, Partner, iCON Infrastructure
Recep Kendircioglu, Head of Infrastructure Investments, Manulife Investment Management
Ross Posner, Managing Partner, Ridgewood Infrastructure
Mike Roth, Partner, Ares Management Corporation
Elena Savostianova, Managing Partner, Ember Infrastructure
12:50 - 13:10
Interview: Driving the energy transition in an unpredictable environment
Zak Bentley,
Pooja Goyal
- Generating stable returns across the spectrum amidst unprecedented energy volatility
- Evolving opportunities in renewables investing in the US and beyond
- How divestment and other methods play a key role in the path towards energy transition
- Finding a balancing act between energy transition and sustainability targets and energy security concerns
Moderator:
Zak Bentley, Americas Editor, Infrastructure Investor
Speaker:
Pooja Goyal, Chief Investment Officer, Carlyle Global Infrastructure
Lunch
13:10 - 14:10
Lunch break
Plenary Sessions
14:10 - 14:35
Fireside Chat: Addressing the Sustainable Investment Gap: Why renewable investments alone cannot achieve net zero
Megan Hammond,
Chris D. Rozzell
- How can industrial companies achieve net zero carbon
- The real world economics of carbon capture solutions
- Are investments in renewable fuels worth the risk
Speakers:
Megan Hammond, Senior Managing Director, University of Michigan Investment Office
Chris D. Rozzell, Managing Partner, Cresta Fund Management
14:35 - 15:10
Midstream energy: Building capacity to exploit shifting energy policy
Lawrence Slade,
Izzet Bensusan,
Edward Herring,
Ethan Levine,
John Moon
- A necessary evil: the role of gas in the shift to low carbon energy
- Avoiding stranded asset risk in the shift to renewables
- How environmentally friendly is the transition to gas as the key transition fuel?
Moderator:
Lawrence Slade, Chief Executive Officer, Global Infrastructure Investor Association
Speakers:
Izzet Bensusan, CEO, Captona
Edward Herring, Co-Founder and Managing Partner, Tailwater Capital
Ethan Levine, Managing Director, Head of Real Assets and Sustainability, Commonfund Capital
John Moon, Managing Director, Morgan Stanley Energy Partners
15:10 - 15:45
Building the digital future: infrastructure’s hottest sector under the microscope
Guy Hopgood,
Canan Anli,
Valtin Gallani
- Can enough capacity be built to satisfy demand amid supply chain issues, rising construction costs and labor shortages?
- Bigger, denser, faster: What 5G networks and IoT rollouts mean for ‘edge’ solutions
- Managing ESG & sustainability concerns: The push for greener digital assets
Moderator:
Guy Hopgood, Director, bfinance
Speakers:
Canan Anli, Senior Advisor, PMP Strategy
Valtin Gallani, Director, Societe Generale Corporate and Investment Banking
Networking
15:45 - 16:10
Coffee break
Plenary Sessions
16:10 - 16:35
Alternative exit strategies: secondaries, rollovers and continuation vehicles
Eugene Zhuchenko ,
Paul Barr,
Wandy Hoh,
Hamish Kidd,
William Smalley
- Choosing the right route: Motivation, pricing and transparency
- Success factors: explaining the deal rationale, early engagement with investors and advisors
- Valuations: why getting a second opinion on price can make the difference
Moderator:
Eugene Zhuchenko, Founder and Director, ETORE Advisory
Speakers:
Paul Barr, Partner, Pantheon Ventures
Wandy Hoh, Head of Infrastructure Secondaries, Macquarie Asset Management
Hamish Kidd, Senior Vice President, Investments Infrastructure, Brookfield Asset Management
William Smalley, Managing Director, Ares Management Corporation
16:35 - 17:20
LP Panel: The state of play: Examining investor strategies in a post-pandemic world
Kelly DePonte,
Reynold Martin,
Nicolas Motelay,
Alexander Poll,
Devinder Sangha,
Mark Weisdorf
- Blurring the boundaries: Differentiating infrastructure investments from leisure,
healthcare and real estate - Consolidation: Why global investors are reducing manager relationships
- Are the suites of infrastructure products from large managers attractive or just
increasing risk?
Moderator:
Kelly DePonte, Managing Director, Probitas Partners
Speakers:
Reynold Martin, Managing Principal – Infrastructure & Energy, Allstate Investments
Nicolas Motelay, Founder, New End
Dr. Alexander Poll, Infrastructure Equity Americas, MEAG – Munich Re
Devinder Sangha, Partner, Albourne Partners Limited
Mark Weisdorf, Chair of the Investment Committee, IST3 IG
17:20 - 17:40
Value creation case study: A deep dive on infrastructure asset management strategy
Mark Weisdorf,
Guillaume Aubert
Moderator:
Mark Weisdorf, Chair of the Investment Committee, IST3 IG
Speaker:
Guillaume Aubert, Managing Director, Asset Management & Valuation, Infrastructure, CDPQ
End of Day 1
17:40 - 17:50
Chair's wrap up and close of Day 1
17:50 - 18:40
Cocktail reception
Sponsored by:
Agenda
Day 2 - Wednesday 7th
Think Tank
08:00 - 09:00
Investor-only Breakfast session (by invite)
Themes include:
- Consolidating manager relationships- separate and managed accounts, co-investments and more
- Creating investment structures and products to suit changing investor portfolio construction
- Alignment of interest issues- management fees, carry structures and assessing performance
Welcome
09:10 - 09:15
Chair's welcome back
Plenary Sessions
09:15 - 09:45
Opening Keynote Presentation: The Multiple Dimensions of the Energy Transition: Lessons from Down Under
Arash Shojaie
- The global energy transition is evolving across several primary and secondary dimensions
- Short term uncertainty masks longer term value capture opportunities along these dimensions
- Relative value signals from across the QIC portfolio and within Australia
- Australia is particularly well positioned for infrastructure investment as the energy transition unfolds
Speaker:
Arash Shojaie, Principal, Infrastructure, QIC
09:45 - 10:10
Investor keynote: An industry leader sets out their roadmap for the infrastructure asset class
John Anderson
- Developing and evolving an infrastructure program
- Lessons learned from the pandemic- diversification, key sector performance & new opportunities
- Looking forward- portfolio management, investment strategy & sustainable growth
Speaker:
John Anderson, Global Head Corporate Finance & Infrastructure, Manulife
10:10 - 10:50
Infrastructure debt fundraising in the spotlight
Zak Bentley,
Jeetu Balchandani,
Jorge Camina,
Charles-Henry Lecointe,
Rudi Stuetzle
- How infrastructure debt has fared compared to other asset classes post-pandemic
- The types of vehicles proving most appealing and crisis-resilient
- Comparing growth in US infrastructure debt investment with other regions
Moderator:
Zak Bentley, Americas Editor, Infrastructure Investor
Speakers:
Jeetu Balchandani, Global Head of Infrastructure Debt, Blackrock
Jorge Camina, Partner & Head of Sustainable Infrastructure Credit, Denham Capital
Charles-Henry Lecointe, Head of Infrastructure Debt, North America, Legal & General Investment Management America
Rudi Stuetzle, Infrastructure Debt Americas, MEAG – Munich Re
Networking
10:50 - 11:20
Coffee break
Plenary Sessions
11:20 - 12:10
How is infrastructure doing on equity, diversity and inclusion?
Anna Dayn,
Kemi-Christina Abdul,
Dr. Morteza Farajian,
Grace Reyes,
Jennifer Skylakos
- Making ED&I a true business imperative
- Examples of how greater diversity drives better financial performance
- Benchmarking: How does diversity within infrastructure compare to other asset classes?
Moderator:
Anna Dayn, Managing Partner, New End
Speakers:
Kemi-Christina Abdul, Managing Director, BlueHaven Investments
Dr. Morteza Farajian, Executive Director, Build America Bureau at USDOT
Grace Reyes, Chief Executive Officer, The Investment Diversity
Jennifer Skylakos, Managing Partner, Sustainable Infrastructure & Energy Funds, DHR Global
Lunch
12:10 - 13:15
Lunch break
Plenary Sessions
13:15 - 13:50
Data centers in focus: Weathering market uncertainty through ongoing investor demand
Emily Naughton,
Cyrus Gentry,
Jonathan Zelmanovitch
- The right fit: Different data centers for different investor profiles
- The impact of large-scale platforms being taken private by the big players?
- A look at the thriving secondary market for data centers
Moderator:
Emily Naughton, Partner, Mayer Brown
Speakers:
Cyrus Gentry, Managing Director, Investment Team, Stonepeak
Jonathan Zelmanovitch, Managing Director, PMP Strategy
13:50 - 14:30
LP panel: North American investor views on the evolving global market
Vittorio Lacagnina,
Vishnu Amble,
Dmitri (Dima) Blumin,
Eugene Chao,
Ying Lin
- Big funds, big fees and declining investor influence? Readdressing the balance of power
- What will the investor-manager relationships of the future look like?
- Decarbonization- how investors are measuring carbon intensity within infrastructure and across the broader portfolio
Moderator:
Vittorio Lacagnina, Partner, Apollo Global Management
Speakers:
Vishnu Amble, Director, Investments, GreenBear Group
Dima Blumin, Senior Portfolio Manager, Real Assets, The World Bank Pension Plan
Eugene Chao, The Wharton School
Ying Lin, Vice President, Stepstone
Networking
14:30 - 15:05
Coffee break
Interactive Round Tables
15:05 - 16:05
Climate change and sustainability: Making sense of net zero, the SDGs and COP27
Emily Rodgers
Facilitator:
Emily Rodgers, Managing Director & Director of ESG, EIG Partners
15:05 - 16:05
Adapting asset management capabilities to manage through disruption
Laurie Mahon
Facilitator:
Laurie Mahon, Vice Chair, Global Investment Banking, CIBC World Markets
Laurie Mahon
Former Vice-Chair, US Investment Banking, Global Investment Banking, CIBC Capital Markets
Read bio
15:05 - 16:05
What is driving interest and fundraising in infrastructure debt?
Richard Freund
Facilitator:
Richard Freund, Associate Director, Capital Markets Team, CDP North America
15:05 - 16:05
Co-investments- how do different types of investors approach them?
Julie Findlay
Facilitator:
Julie Findlay, Senior Director, Nuveen
End of Day 2
16:05 - 16:15
Chair's closing remarks and close of conference
Laurie Mahon
Former Vice-Chair, US Investment Banking, Global Investment Banking, CIBC Capital Markets
Pre-Event Resources
The 2022 advisory board
Industry leaders shaping the agenda
Laurie Mahon
Former Vice-Chair, US Investment Banking, Global Investment Banking, CIBC Capital Markets
Well &, 151 West 42nd Street
Convene
The Infrastructure Investor America Forum will be held at the Convene in Midtown West, New York. Located steps from Bryant Park, 151 West 42nd Street, the Convene is an exclusive opportunity to experience a state-of-the-art meeting venue and amenity experience in the Times Square area.
130 West 46th Street
The Muse Hotel
We have reserved a room block at the Kimpton Muse Hotel for attendees at a discounted rate. *To reserve your room at the hotel, call reservations at 1-800-KIMPTON and mention the Infrastructure Investor America Forum.
* The group rate is only available until November 14, 2022.
