Seizing the infrastructure debt opportunity in a high rate environment
The Infrastructure Debt Forum, part of the Infrastructure Investor Global Summit, connected managers, global investors, issuers and developers and explored how debt is providing security and opportunity for forward-thinking investors.
Key themes included:
- Finding relative value in a dislocated market
- Green investments and renewables: a no-brainer for debt investors?
- Digital infrastructure – still front of mind for debt investors?
- Long-term strategizing when it comes to infrastructure debt allocations
Six specialist forums. One Global Summit.
The Infrastructure Debt Forum is part of the industry’s leading event, the Infrastructure Investor Global Summit, taking place across four days in Berlin. From Digital Infrastructure to the Energy Transition, the Summit delves deep into each of the sub-asset classes to provide actionable insights to individuals with varying areas of interest.
Are you a private or institutional investor?
Then you may be eligible for a complimentary pass. A limited number of passes are available for eligible allocators and institutional and private investors to join the event. To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office or corporate investment division.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.
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 available sponsorship opportunities, please contact Alexander Jakes at alexander.j@pei.group or call +44(0)20 3862 7498
For more information or if you are interested in speaking at the Infrastructure Debt Forum, please contact James Hatwell.
james.hatwell@pei.group
Agenda
Infrastructure Debt Forum 2024 - Thursday 21st
Registration opens
Investor council breakfast & welcome
Introduction from Infrastructure Investor
Welcome from the chair
Opening panel: Finding relative value in a dislocated market
- With high interest rates and inflation, where is best to invest when it comes to debt?
- Are risk-adjusted returns in the current environment tempting more investors and managers to turn to debt over equity?
- How are funds handling competition from banks offering attractive short-term loans?
Moderator: Kate Campbell, Founding Partner, Astrid Advisors
Alain Porchet
Deputy CIO Infrastructure Debt Managing Director, Edmond de Rothschild Asset Management
Read bioPanel: Green investments and renewables: a no-brainer for debt investors?
- The tailwinds and trends that are making green debt investments particularly appealing for investors
- Infrastructure debt’s crucial role in net zero and decarbonisation targets
- Not all plain sailing – assessing and mitigating risks around supply chains, cost increases and more
Moderator: Hans-Peter Dohr, Founder & Managing Director, ICA – Institutional Capital Associates
Panel: How infrastructure debt managers can stand out from the crowd in 2024 and beyond
- In a challenging but opportunity-laden debt market, how are fund managers differentiating themselves?
- Improving traditionally poor engagement with investors when it comes to debt products
- Understanding investor expectations around ESG reporting and transparency
Moderator: Monika Bednarz, Managing Director, Lagrange Financial Advisory
Coffee and networking with Energy Transition forum attendees
Polling debate: Where in the world?
In this interactive format, we’ll hear from four infrastructure debt leaders representing different regions, discussing why their region offers the most appealing debt investment opportunities. The audience will have the chance to take part in Q&A and voting.
Regions represented will include:
- EMEA
- North America
- Nordics
- APAC
Moderator: Alex Bebov, Managing Partner, BAC Securities
Mariana Graça
Investment Specialist - Sustainability & Impact, Emerging Africa Infrastructure Fund, Ninety One
Read bioFireside Chat: Achieving attractive relative value in infrastructure debt: How decarbonisation, digitisation, and deglobalisation is creating attractive income opportunities for investors
- Deglobalisation – focus on energy security, onshoring of supply chains, government focus on investing in domestic infrastructure (bills like the IRA in the US)
- Digitisation – increased reliance on digital assets, trend towards working from home, more efficient energy use from infrastructure
- Decarbonisation – onboarding of renewables and the ecosystem around them, biomass/biogas WTE, electrification of transportation
Moderator: Daniel Kemp, APAC Editor, Infrastructure Investor
Fireside Chat: Infrastructure debt’s critical role in driving the transition to a cleaner economy
Networking lunch with Energy Transition forum attendees
Panel: Investor perspectives in the credit market
- Manager and fund selection – appetite for meeting new managers versus existing
- How has the denominator effect impacted different types of infrastructure debt investors?
- Long-term strategizing when it comes to infrastructure debt allocations
Moderator: Agnes Mazurek, Global Head of Private Debt, APEX Group
Dr. Dimitar Lambrev
Senior Portfolio Manager – Infrastructure Investments, UNIQA Insurance Group
Read bioPanel: Digital infrastructure – still front of mind for debt investors?
- Overcoming current challenges in the sector: data centre sustainability; fibre overbuild and repricing; slowing deal rates and more
- Does AI truly represent more opportunity for investors in digital infrastructure? If so, how?
- Co-investments, public-private partnerships and more: how investors are getting creative in the digital infrastructure market
Moderator: Johnnie Barnett, Director, The New Amsterdam Group
Closing panel: Overcoming fundraising challenges and understanding investor appetite in the debt market
- Lessons learnt from a difficult year for infrastructure fundraising
- How has investor appetite shifted, and are allocations reflecting that?
- Reasons to be optimistic for debt capital raising in 2024 and beyond
Moderator: Frank Dornseifer, Managing Director, BVAI