Infrastructure
Investor
Network
America Forum
4 - 5 December 2024,
Convene 117 West 46th Street, New York
Fuelling growth: Transforming North America’s infrastructure landscape
The Infrastructure Investor America Forum hosted North America’s most influential investors, fund managers and policy makers for two days of unparalleled networking and content. Attendees re-connected with the community and debated trends shaping the North American infrastructure landscape.
100+
LPs
Pure play, infrastructure-focused LPs
.
80+ Speakers
Gain insights from industry leaders
.
.
270+ Industry leaders
Expand your network. Deepen relationships.
1:1
GP:LP
Unmatched
1:1 ratio
.
.
Key themes
The rise of infrastructure secondaries
.
.
US election– impact on the domestic infrastructure landscape
Creating value in uncertain times
.
.
Embracing artificial intelligence & technological innovation
Event highlights
Industry intelligence
Expert speakers and renowned keynotes discussed the current state of North American infrastructure, renewables, ESG, infrastructure debt and so much more.
Connect with senior industry professionals
Our event apps allow attendees to build their profile, view the comprehensive attendee list, send messages, connect and book meetings pre-event.
Exclusive sessions
Throughout the event, we hosted invite-only LP sessions, including an LP breakfast and a Women’s Circle for our female community.
Our speakers included:
What attendees are saying about the forum
The PEI II team are constantly coming up with creative new ways to improve the learning, discussion, and networking experiences.
Steven C Rothberg
Mercator International LLC
Benefits of an Infrastructure Investor Network membership
Attendees of the Infrastructure Investor America Forum instantly become members of the Infrastructure Investor Network, a 12 month membership of global infrastructure leaders shaping the asset class.
Benefits include:
- Access to on-demand webinars, newsletters, surveys, slide decks and more, around issues impacting investment into infrastructure on an exclusive Network platform
- Connect better with investors and managers through the world’s largest Infrastructure Network Directory, use the advanced filtering system to find the right people for you
- Use the Network’s bespoke connection service by letting us who are you are looking to meet and why, and our Network team will make confidential introductions
- Join closed-door women and investor-only groups throughout the year in confidential, off-the-record sessions.
- The Network’s experienced team will be on hand to help you at Summits, Forums and beyond, guiding you to get the most out value from your membership
Pre-Event Resources
If you are interested in speaking at the America Forum, please contact Kitty Watson
Speakers include:
Valtin Gallani
Managing Director; Group Head of TMT and Digital Infrastructure Finance and Advisory, Societe Generale CIB
Carolyn Hansard
Managing Director, Portfolio Head Energy, Natural Resources and Infrastructure, Teacher Retirement System of Texas
Winston Ma
Executive Director of Global Public Investment Funds Forum and Adjunct Professor, NYU School of Law
For more information on speaking at the America Forum, please contact Kitty Watson
E: Kitty.w@pei.group
View agenda page
Agenda
Day 1 - Wednesday 4th
Breakfast
08:00 - 08:30
Registration & networking breakfast
Plenary
08:30 - 08:35
Welcome from Infrastructure Investor
08:35 - 08:45
Chair’s welcome
Ashli Aslin
Ashli Aslin, Senior Analyst Real Assets and Infrastructure, Albourne Partners
08:45 - 09:25
US Infrastructure investment: Strategies, advancements, and the journey towards growth
Jonathan Melmed,
Hamza Fassi-Fehri,
Josh Oboler,
Michael Ryder,
Léonie Maruani
- A deep dive into the US’ continuous journey towards growth in infrastructure investment
- How technological advancements such as AI have enhanced the efficiency and sustainability
of infrastructure projects - Asset management M&A in infrastructure; trends and developments
- Predictions for the US infrastructure investment landscape for 2025
Moderator:
Jonathan Melmed, Partner, King & Spalding
Speakers:
Hamza Fassi-Fehri, Partner, Antin Infrastructure Partners
Josh Oboler, Investment Partner, Palistar Capital
Michael Ryder, Co-Head and Partner, Igneo
Leonie Maruani, Senior Director, Vauban Infrastructure Partners Americas
09:25 - 10:05
The energy transition: an opportunity for a North American infrastructure investor?
Justin McGown,
Maria Zaheer,
Vidyu Kishor,
Sean Toland
- Navigating the macro environment and its impact on the energy transition agenda
- Methods to successfully and effectively finance the energy transition
- The role technology has to play in the transition
Moderator: Justin McGown, Americas Reporter, Infrastructure Investor
Speakers:
Maria Zaheer, Managing Director, Head of North America, Alexa Capital
Vidyu Kishor, Investments Director, Osaka Gas USA
Sean Toland, Associate Partner, Flagship Investment Team, Copenhagen Infrastructure Partners
10:05 - 10:45
Creating value in an uncertain investment landscape
Taylor J. Hart ,
Ashli Aslin,
Nicholas Hertlein,
Teresa Mattamouros,
Don Dimitrievich
- Analysing value creation methods and practices carried out in the market across different
assets - Leveraging technology to enhance value creation in infrastructure investment
- LP views on the effectiveness of infrastructure investment in driving long-term value and
mitigating risks
Moderator: Taylor Hart, Partner, Ropes & Gray LLP
Speakers:
Ashli Aslin, Senior Analyst Real Assets and Infrastructure, Albourne Partners
Nicholas Hertlein, Managing Director, Stonepeak
Teresa Mattamouros, Managing Director, Goldman Sachs Alternatives
Don Dimitrievich, Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit, Nuveen
Don Dimitrievich
Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit, Nuveen
Read bio
10:45 - 11:05
Keynote Fireside Chat: Investing in America’s Infrastructure
Sadek Wahba ,
Zak Bentley
Sadek Wahba talks about his new book and his vision for how to build America’s infrastructure to secure the economic growth, productivity improvements and social benefits that a good infrastructure network can offer.
Speakers:
Sadek Wahba, Chairman & Managing Partner, ISquared Capital
Zak Bentley, Americas Editor, Infrastructure Investor
Coffee break
11:05 - 11:35
Coffee break
Plenary
11:35 - 12:15
The influence of the US election on the domestic infrastructure landscape
Raya Treiser,
David Quam,
Jeremy M. Ebie,
Daniel Silverberg
- A deep dive into what’s next for American infrastructure sub sectors
- What the election means for the IRA
- Investor projections for infrastructure under the new administration
Moderator: Raya Treiser, Partner, Kirkland & Ellis
Speakers:
David Quam, US Advisor, GIIA
Jeremy Ebie, Co-founder and Managing Partner, Phoenix Infrastructure Group
Daniel Silverberg, Managing Director, Capstone
12:15 - 12:55
Exploring the benefits of alternative innovative investment frameworks
Eugene Zhuchenko ,
Ying Lin,
Paul Barr,
Kevin Chang
- How co-investments act as J curve mitigation strategies
- What drives investors to opt for infrastructure secondaries amidst tough market conditions?
- What is needed from an investor perspective for the infrastructure secondaries market to grow and mature?
Moderator: Eugene Zhuchenko, Managing Director, ETORE Advisory
Speakers:
Ying Lin, Vice President, StepStone Group
Paul Barr, Partner, Pantheon
Kevin Chang, Managing Director, Ares Management
Lunch break
12:55 - 13:55
Networking lunch
12:55 - 13:55
LP Lunch (invite-only)
Stream A - Infrastructure Investment
13:55 - 14:35
Navigating elevated interest rates across infrastructure investment
Guy Hopgood,
Grant Hodgkins,
Surinder Toor,
Recep C. Kendircioglu
- The impact of interest rates and inflation on the infrastructure
subsectors - How infrastructure investors plan to tackle the tailwinds from the increase in interest rates
- Comparing core infrastructure to value add/optimistic strategies amid the increase of interest
rates
Moderator:
Guy Hopgood, Director, bfinance
Speakers:
Grant Hodgkins, Director, BCI
Surinder Toor, Managing Partner, Arjun Infrastructure Partners
Recep Kendircioglu, Global Head of Infrastructure Equity, Manulife Investment Management
14:35 - 15:15
The growth of emerging managers and mid-market infrastructure players
Daniela Arreaza,
Dr. Barbara Weber,
Donnett Campbell,
Peter Larsen,
Vicente Vento
- Establishing a clear differentiation between emerging and mid-market managers
- How do emerging managers prove themselves to LPs without a proven track record
- Strategies for new managers to establish themselves in the marketplace
Moderator: Daniela Arreaza, Investment Banking Associate, DC Advisory
Speakers:
Dr. Barbara Weber, Founder, B Capital Partners
Donnett Campbell, Managing Director, SS&C Technologies, Inc
Peter Larsen, Managing Director, Hamilton Lane
Vicente Vento, CEO, DTCP
15:15 - 15:55
Where is the value in ESG?
Susan McGeachie,
Jennifer Essigs,
Bill Green,
Charles Buck
- How ESG data can help demonstrate performance to help make meaningful change
- How ESG can increase profitability and investment
- Why is ESG reporting important?
Moderator: Susan McGeachie, Founding Partner and CEO, Global Climate Finance Accelerator
Speakers:
Jennifer Essigs, Head of Sustainability, AE Industrial Partners
Bill Green, Managing Partner, Climate Adaptive Infrastructure
Charles Buck, President and CEO, United Church Funds
Stream B – Assets under the spotlight
13:55 - 14:35
Navigating the consequences of fibre to the home overbuild
David Strauss,
Valtin Gallani,
Goncalo Bernardo,
Kevin Genieser
- Exploring strategies for sustainable growth and how to mitigate the negative impacts of fibre overbuild
- Investigating methods to adapt to changing market conditions and the slow-down in dedicated digital allocations
- Comparing strategies to avoid further overbuild
Moderator: David Strauss, Principal, Broadband Success Partners
Speakers:
Valtin Gallani, Managing Director; Group Head of TMT and Digital Infrastructure Finance and Advisory, Societe Generale CIB
Goncalo Bernardo, Investment Partner, Palistar Capital
Kevin Genieser, Managing Partner, Antin Infrastructure Partners
Valtin Gallani
Managing Director; Group Head of TMT and Digital Infrastructure Finance and Advisory, Societe Generale CIB
Read bio
14:35 - 15:15
Traditional energy “having it’s moment again” – what this means for moving towards net zero
Andrea Logan,
Anthony Liparidis,
Michael Felman,
Michele Armanini,
Michael Sheehan
- How do we standardize a strategy to meet net zero?
- How do we use the same terminology?
- Predictions for the renewable and energy transition market over the coming years
Moderator: Andrea Logan, Director, FirstPoint Equity
Speakers:
Anthony Liparidis, Director of Real Assets, Bessemer Trust
Michael Felman, Owner, MSF Capital Advisors
Michele Armanini, Managing Director – Investments, Infracapital
Michael Sheehan, Chief Operating Officer, Dimension Energy
15:15 - 15:55
Investing in America’s transport infrastructure
Catarina Moura,
Duane Callender,
Jay Gillespie,
Rich Juliano,
Joe Seliga
- What the federal government incentives look like under the new administration to support infrastructure investment
- Strategies to enhance the sustainability of transport infrastructure and how to finance them
- Investor perspectives on the transportation sub sector
Moderator:
Catarina Moura, Senior Reporter, Infrastructure Investor Deals
Speakers:
Duane Callender, Acting Executive Director, Build America Bureau
Jay Gillespie, Director of Alternative Finance, Georgia Department of Transportation
Rich Juliano, General Counsel, American Road & Transportation Builders Association
Joe Seliga, Partner, Mayer Brown LLP
Break
15:55 - 16:30
Coffee break
LP Panel
16:30 - 17:10
North American LP investing strategies under the microscope
Mark Weisdorf,
Monica Huffer,
John Tsui,
John Anderson ,
Carolyn Hansard
- Infrastructure vs other alternative asset classes. How is infrastructure faring?
- Will thematic investments continue to dominate investing opportunities?
- Investor perspectives on the rise of alternative investment strategies
Moderator: Mark Weisdorf, Chair of the Investment Committee, IST3 Infrastruktur Global
Speakers:
Monica Huffer, Portfolio Manager, Private Markets, Texas Municipal Retirement System
John Tsui, Managing Principal, Peninsula House
John Anderson, Global Head, Corporate Finance & Infrastructure, Manulife
Carolyn Hansard, Managing Director, Portfolio Head Energy, Natural Resources and Infrastructure, Teacher Retirement System of Texas
Carolyn Hansard
Managing Director, Portfolio Head Energy, Natural Resources and Infrastructure, Teacher Retirement System of Texas
Read bio
End of Day 1
17:10 - 17:20
Chair’s closing remarks
Ashli Aslin
Ashli Aslin, Senior Analyst Real Assets and Infrastructure, Albourne Partners
17:20 - 18:20
Cocktail reception
Agenda
Day 2 - Thursday 5th
08:30 - 09:30
Registration & breakfast
Plenary
09:30 - 09:40
Chair’s welcome back
Ashli Aslin
Ashli Aslin, Senior Analyst Real Assets and Infrastructure, Albourne Partners
09:40 - 10:10
Keynote Fireside Chat: Infrastructure Investing in the AI Era – sovereign investors’ perspective
Catarina Moura,
Winston Ma
Infrastructure has been an important asset class for the SWF and pension fund community. Now the traditional infrastructure sectors are under challenges, whereas digital infrastructure projects like cloud computing and data centers are on the rise. This fireside chat will cover the rising power of sovereign investors, long term capital for global digital infrastructure needs, and how new concepts like “sovereign cloud” and “sovereign AI” will complicate the global data infrastructure.
Speakers:
Catarina Moura, Senior Reporter, Infrastructure Investor Deals
Winston Ma, Executive Director of Global Public Investment Funds Forum and Adjunct Professor, Former MD of China Investment Corporation, NYU School of Law
10:10 - 10:50
The role of the energy transition on data centers and managing the increasing demand for AI
Canan Anli,
Matthew Mendes,
Avantika Saisekar,
Quynh Tran,
Brice Soucy,
Timothy Dobney
- Comparing existing strategies across the US to manage the power demand effectively and sustainably
- Exploring the growth in low-emitting data center providers in the US
- How companies are increasingly turning to off-the-grid experiments amid rising frustrations and navigating the associated regulatory and land acquisition challenges
Moderator: Canan Anli, Senior Advisor, GIRA Strategic Finance
Speakers:
Matthew Mendes, Managing Director, Head of Infrastructure, IMCO
Avantika Saisekar, Managing Director, Wafra
Quynh Tran, Deputy Head, Structured Finance, Americas, Sumitomo Mitsui Banking Corporation
Brice Soucy, Senior Director, Argo Infrastructure Partners
Timothy Dobney, Investment Director, Infrastructure, IFM Investors
10:50 - 11:30
Coffee break
11:30 - 11:50
Fireside chat with an Infrastructure Investor: What can superannuation bring to the US infrastructure market?
Zak Bentley,
Derek Chu
11:50 - 12:30
Debate: Conventional vs renewable energy sources
Ashli Aslin,
Thierry Vandal,
Michael Felman
Moderator:
Ashli Aslin, Senior Analyst Real Assets and Infrastructure, Albourne Partners
Speakers:
Thierry Vandal, President, Axium Infrastructure (Renewable energy sources)
Michael Felman, Owner, MSF Capital Advisors (Conventional energy sources)
Lunch break
12:30 - 13:30
Networking lunch
12:30 - 01:30
Women in Infrastructure lunch (invite-only)
LP Panel
13:30 - 14:10
How to navigate the current fundraising environment
Eugene Zhuchenko ,
Anna Dayn,
Phil Eichhorn
- Does infrastructure still offer the same beacon of hope for investors in turbulent times?
- How to navigate the unprecedented need for new infrastructure in a period of record-high government deficits and supply-demand imbalance
- What’s next for infrastructure fundraising as investors abandon the “wait and see” approach of 2023?
Moderator: Eugene Zhuchenko, Managing Director, ETORE Advisory
Speakers:
Anna Dayn, Managing Partner, New End
Phil Eichhorn, Director of Investments, Versus Capital Advisors
Plenary
14:10 - 14:50
The contribution of infrastructure debt in delivering secure, long-term returns
Guy Hopgood,
Luke Fernandes ,
Nirav Dangarwala,
David Rosenblum,
Rudi Stuetzle
- The role infrastructure debt plays in acting as a hedge against inflation
- Exploring the most popular strategies across the debt space
- What’s next for infrastructure debt investors
Moderator: Guy Hopgood, Director, bfinance
Speakers:
Luke Fernandes, Head of Infrastructure Finance, Swiss Re
Nirav Dangarwala, Portfolio Manager, Resolution Life
David Rosenblum, Fund Partner, I Squared
Rudi Stuetzle, Executive Director, Infrastructure Debt Americas, MEAG New York Corporation
14:50 - 15:30
Infrastructure Investor: Emerging Managers Investment Committee Case Study
Izzet Bensusan,
Li Xu
Two hand-picked emerging fund managers will present an investment case study in this exclusive,
data-driven and interactive format. Hosted by an experts, you’ll have the chance to ask questions,
share your thoughts in our very own investment committee.
Speaker:
Izzet Bensusan, CEO, Captona
Li Xu, Managing Partner, LXI Capital
15:30 - 15:40
Market update from Infrastructure Investor
Bill O'Conor
Bill O’Conor, Managing Director, Americas, PEI Group
Close of conference
15:40 - 15:50
Chair's closing remarks
Thank you to our 2024 sponsors:
Better connections with the Infrastructure Investor Network
Accelerate your fundraising
Find investors who match your investment strategies and set up meetings ahead of the event on our membership platform.
Expand your investor network
Showcase your profile ahead of the event and use our membership team to connect with the right decision makers.
Better connections
Access unique, critical insight exclusive to members throughout the year along with preferential rates to attend any event within the Infrastructure Investor portfolio.
Secure your next investor
Connect with North America's most active investors
America Forum attendees get more
Purchase 12-month Infrastructure Investor Network membership to attend the America Forum, and enjoy exclusive access to:
- Our network directory of 3,200+ leading investors and fund managers for you to connect with
- Invite-only peer groups, monthly webinars and knowledge hubs for deeper insights
- and so much more…
Institutional and private LPs at the America Forum
The Infrastructure Investor America Forum will be a pivotal event for LPs to connect with peers and managers to navigate the ever-changing infrastructure landscape.
Complimentary LP passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.
Last year's attendees include
Key themes include:
What to expect at the Forum
Network with your peers
Enrich your network, build lasting relationships, and exchange valuable perspectives with your investor peers through investor-only breakfasts, networking breaks, lunches and much more.
Gain expert insights
Hear from our industry-leading speaker line-up, discover the latest trends and stay aligned with future innovations in the market.
Explore opportunities
Discover remarkable investment opportunities in sectors including emerging markets, energy transition, infrastructure debt and more.
Meet with the best and brightest funds
Connect and arrange one-to-one meetings with infrastructure’s biggest fund and asset managers in the market.
Apply for your complimentary pass
A limited number of complimentary passes are available for eligible allocators and institutional investors to join the event.
Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply today and a member of our team will follow up to secure your pass.
Gallery
Connect with and benchmark against your investor peers. Take part in roundtable discussions, think-tanks and investor-focussed sessions to explore opportunities within the asset class so you can leave with strategies to generate the highest returns.
Ross Alexander
Senior Portfolio Manager, Infrastructure/Real Assets, Alaska Permanent Fund Corporation
Laurie Mahon
Former Vice-Chair, US Investment Banking, Global Investment Banking, CIBC Capital Markets
Matthew Mendes
Managing Director, Head of Infrastructure, Investment Management Corporation of Ontario (IMCO)
Enhance your brand at the Infrastructure Investor America Forum 2024
Experience unparalleled opportunities at Infrastructure Investor America Forum 2024. Connect with senior decision-makers and leading infrastructure professionals, engage in enriching discussions, and drive lead generation. Join us to expand your network, establish thought leadership, and foster strategic partnerships.
The 2-day event offers a comprehensive view of the infrastructure landscape and will tackle challenges such as the impact of the US election on the domestic infrastructure landscape, how to create value in uncertain times, and embracing artificial intelligence and technological innovation. Showcase your solutions to empower them in overcoming these hurdles.
270+
Infrastructure professionals
100+
LPs
80+
Speakers
2
Days
Why sponsor the event?
Connect with senior investment professionals
Our engaged attendees – senior decision-makers – come from a diverse range of institutions, such as public and private pension funds, insurers, family offices, fund managers, investment consultants, fund of funds, law firms, banks, placement agents and more.
Boost brand visibility
Engage in exceptional networking with potential clients. Enhance your brand’s digital visibility and during live sessions. Utilise the Infrastructure Investor event app to facilitate seamless networking and collaboration opportunities.
Engage in insightful discussions
Sponsors can demonstrate their expertise and thought leadership on critical industry topics through speaking engagements and targeted content.
Maximize your ROI
Our sponsorship packages deliver exceptional value for your investment, offering a variety of benefits tailored to meet your specific needs and objectives.
Last year's investors include:
Unrivalled networking experience
The Forum offers unparalleled opportunities to network with infrastructure’s most influential leaders in New York. Our networking offering is the ideal setting to build strong relationships with LPs and secure commitments.
Day 1 drinks reception
- Exclusive sponsorship of our Private Drinks Reception
- Including canapes, sparkling wine, beer and soft drinks
- Branded at Official Drinks Reception Sponsor Level across brochure, signage and marketing collateral
Women’s lunch
- Opportunity to host a panel of senior women from within the industry for an interactive discussion around DE&I, recruitment, inclusion within businesses
- This session will be off the record and allow for a private lunch space to cultivate and grow your current network
- Branding as our Women’s Circle sponsor across brochure, signage, marketing collateral
Private meeting room
Private meeting room, set up in a board room style for
6-8 people for the duration of the conference.
Networking lounge
Branded lounge seating area for 4 people.
Barista sponsorship
- Exclusive sponsorship of our branded Barista Station providing coffee in branded and sustainable cups
- Branded as our Barista Sponsor across brochure,
signage and marketing collateral
Lanyard sponsorship
- Exclusive sponsorship of our lanyards for all conference attendees
- Branded as our Lanyard Sponsor across brochure, signage and marketing collateral
Expand your network. Deepen relationships. Secure capital.
Join us in December
Access to the America Forum
Purchase your Infrastructure Investor Network membership today to attend the forum.
If you are purchasing more than 3 tickets, please contact Anna Dorokhin
.
Investor pass
A limited number of complimentary passes are available for eligible allocators and institutional and private investors.
Limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds.
Exclusive networking functions taking place at the event
Onsite networking
Investor Council Lunch
December 4
The LPs in attendance joined us for an exclusive LP lunch to gain peer-to-peer insights, build their networks and re-connect with existing connections.
Official Drinks Reception
December 4
To conclude the first day of the conference, we hosted a drinks reception with complimentary canapes and beverages for attendees to continue to network with their peers and reflect upon the day’s sessions.
Women’s Circle Lunch
December 5
We welcomed a panel of women leading North America’s infrastructure industry who shared their career journeys and discussed how their firms retain and promote women and D&I opportunities in infrastructure.