Investor
Infrastructure Debt Forum Global Summit Online 2021
18 - 21 October 2021,
Virtual Event, BST
Evaluate investment options, new financing structures and vehicles in infrastructure debt
The Infrastructure Debt Forum brought together senior, junior and mezzanine providers with global investors, issuers and developers. The forum provided attendees with the chance to analyse the benefits of differing investment structures, learn about landmark transactions and pinpoint new opportunities for yield.
Who attended?
Fund/Asset Managers
Had the opportunity to network with over 60 investors looking to allocate to infrastructure debt.
Investors
Were able to meet infrastructure debt fund managers and learn where debt fits within an infrastructure allocation.
Service Providers
Discussed developments in debt funds, banking capital and deal flow, while networking with the infrastructure funds and investors committing capital to debt.
Key Themes for 2020
- Establishing a sustainable investment model in your infrastructure debt strategies.
- Risk vs reward – investor suitability to varying debt opportunities.
- Navigating the current low interest rate environment.
- How to increase your influence as a debt investor in infrastructure.
- Increasing premiums without risk – embracing complexity in your infrastructure investment strategies.
One Summit: Seven Forums
World-leading infrastructure managers that attended in 2020 include:
Testimonials
Lincoln Webb
Senior Vice President, BCI
If you are serious about infrastructure investing, Infrastructure Investor’s Global Summit should be a fixture in your calendar.
Stephane Wattez-Richard
Executive Director, Conquest AM
The Global Summit is the best event to meet peers, investors and keep up-to-date on the key challenges & opportunities the asset class faces today.
Holger Haaf
Uniper
To meet so many people in such a short time is not possible without the Summit.
2021 Sponsorship opportunities
The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.
For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498
Pre-Event Resources
2020 Keynote speakers
Dr Ayesha Khanna
Co-Founder and CEO,
ADDO AI
Wiebe Wakker
Dutch Adventurer & Founder,
Plug Me In
2020 Speakers
Jean Francis Dusch
CEO, Edmond de Rothschild UK, CIO Infrastructure Debt, Edmond de Rothschild AM UK
Garrett Marquis
Vice President and Senior Advisor to the CEO for National Security Affairs, U.S. International Development Finance Corporation
Dr. Sebastian Schroff
Global Head of Private Debt, Allianz Investment Management SE/Lead Portfolio Manager, AllianzGI
Dominik Thumfart
Managing Director and Global Co-Head of Origination, Infrastructure & Energy, Deutsche Bank
Agenda
Infrastructure Debt Forum 2020 - Thursday 15th
Invite-only Infrastructure Debt Investor breakfast
Welcome from Infrastructure Investor
Chairperson’s welcome address
Shaping the future – the changing definition of infrastructure and opportunities it will bring in debt investment
Panel Session
- What might be considered as infrastructure assets in the near future? And will debt investors be provided with opportunities as the definition broadens?
- What can investors do to get ahead of the curve to anticipate coming infrastructure debt opportunities in the future?
- To what extent will digital infrastructure assets be relevant for infrastructure debt funds in coming years?
- How much will energy transition continue to impact infrastructure debt markets?
Moderator: Dominik Thumfart, Global Co-Head of TIE Origination, Deutsche Bank
Dominik Thumfart
Managing Director and Global Co-Head of Origination, Infrastructure & Energy, Deutsche Bank
Read bioNavigating the post-coronavirus environment – low interest rates & the economy
Panel Session
- What short & long term impacts has the coronavirus pandemic had on infrastructure debt markets?
- The impacts that a low interest rate environment is having on different stakeholders in the infrastructure debt market – investors, banks, sponsors & more
- How rising costs and falling interest rates have created a challenging environment for transacting deals. Are these conditions making the market increasingly borrower-friendly, and will this continue?
- Should relative value trump focus on immediate yield? And how can investors make their strategies future-proof whilst also resilient to the current environment?
- How will different types of investors alter their approach to infrastructure debt following the Coronavirus outbreak & subsequent market downturn?
- Compressing returns for senior & increased risk for junior – which debt strategies are most economy-proof?
Moderator: Severin Hiller, Co-Head of Infrastructure Debt, Rivage Investment
Dr. Dimitar Lambrev
Senior Portfolio Manager – Infrastructure Investments, UNIQA Insurance Group
Read bioRisk vs reward – investor suitability to varying debt opportunities & finding relative value across the capital structure
Panel Session
- Assessing the capital structure in infrastructure debt – what investments are particularly appealing right now?
- How are investors going about evaluating their suitability for different opportunities in infrastructure debt?
- How can GP’s aid them in this assessment and provide them with a suitable strategy?
- Can investors be confident of discipline when it comes to their GP’s strategy? What measures can be put in place to give the investors reassurance?
Moderator: Tod Trabocco, Director, Strategy & Research, ITE Management
Dr. Sebastian Schroff
Global Head of Private Debt, Allianz Investment Management SE/Lead Portfolio Manager, AllianzGI
Read bioCoffee & networking
The role of infrastructure debt in institutional portfolios
Case-study Presentation
Establishing a sustainable investment model in your infrastructure debt strategies
- How can the industry improve the way ESG is measured & assessed with regards to infrastructure assets? Will the United Nation’s SDG’s aid this?
- Green bonds & financing – pricing and other investment challenges in this area
- Pre-deal due diligence & covenants – ensuring you have the legal tools before you invest to implement your ESG goals
- The impact of infra – examining the social, climate & other impacts that are particularly prevalent in today’s society
Moderator: Frank Dornseifer, Managing Director, Bundersverband Alternative Investments
Jean Francis Dusch
CEO, Edmond de Rothschild UK, CIO Infrastructure Debt, Edmond de Rothschild AM UK
Read bioKeynote Presentation – Smart Cities 2.0: The Future of Urban Living
Dr. Ayesha Khanna, Co-Founder & CEO, ADDO AI
Networking Lunch
How to increase your influence as a debt investor in infrastructure
Panel Session
- Pre-investment decisions & due diligence – ensuring you have the plan and provisions in place to successfully carry out your vision
- Aligning strategies & vision with other stakeholders – private equity sponsors, fellow lenders or otherwise
- What strategies can you pursue to make sure that you are holding the borrower to account?
- Common challenges & hurdles in implementing change
Moderator: Gabriella Kindert, Expert In Alternative Lending and Private Debt, Supervisory Board Member – Mizuho Europe
Fundraising & deal flow – the state of play across the world
Panel Session
- Reviewing activity over the past 18 months for infrastructure debt
- How has the coronavirus pandemic affected fundraising and deal flow in 2020?
- Which regional markets are showing the most appetite for infrastructure debt deals?
- How GP’s can get the most out of their placement agents and other intermediaries when it comes to fundraising efforts
- What might fundraising look like in the future? Will the same channels, intermediaries and strategies still be used in five years’ time?
Moderator: Nicole Douglas, Head of Investor Research, Infrastructure Investor
Garrett Marquis
Vice President and Senior Advisor to the CEO for National Security Affairs, U.S. International Development Finance Corporation
Read bioA global debt market in constant motion
Panel Session
- Where do opportunities lie for investors in this gradually maturing market?
- A global view – is European private money putting pressure on the US PP market? And how are they responding?
- What regulatory risks are on the horizon for Europe and further afield? How can GP’s and other market participants best prepare for these?
- How can investors weigh up risk versus reward in emerging markets?
Moderator: Matias Sottile, Founder, Ayres Partners
Coffee & networking
Interview: Third-party business & investment success in infrastructure debt
Investment Case Studies – from the front lines
This interactive session will feature different case studies from investments in the infrastructure debt market. Vote via our app for which investments you would back, and which you would avoid!
Moderator: Gabriella Kindert, Expert In Alternative Lending and Private Debt, Supervisory Board Member – Mizuho Europe
Close of conference
2021 Sponsorship Opportunities
The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.
For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498