Investor
The Year Ahead Deep Dive
20 January 2021,
Virtual Event, GMT
Top investors' perspectives on the year ahead
Join our interactive webinar on 20 January, exclusive to Infrastructure Investor Global Passport Holders. Hear top infrastructure investors share their thoughts on what to expect from 2021.
Key themes of the Deep Dive include:
- Vaccines and the prospects of a post-pandemic recovery
- What will a Biden administration mean for infrastructure spending?
- The Crystal Ball – predictions for 2021
Agenda
The Year Ahead - Wednesday 20th
Welcome from Infrastructure Investor and introduction to the Global Passport
Speed networking
Get to know your fellow Passport holders via our quickfire 4-minute speed networking sessions. Participate in a series of randomly generated meetings to help you meet your peers.
Vaccines and the prospect of a post-pandemic recovery
- The macro picture: Putting today in the context of previous crises
- Assessing the impact of a vaccine on interest rates and the prospect of inflation
- Which sectors are set to bounce back soonest and why?
- How the asset class can benefit from a loosening of social restrictions and an improved outlook
Moderator: Adam Smallman, Director – Membership Programs, PEI Media Group
Meet the speakers Q&A and networking
Discuss the previous session with the speakers and put your questions to them face-to-face
Stretch break
What will a Biden administration mean for infrastructure spending?
- Getting shovel-ready projects underway
- Funding and financing the stimulus and more long-term projects
- Will the new administration take the lead on climate change?
- Does the US really need a renewables stimulus?
Moderator: Jordan Stutts, Senior Writer, Infrastructure Investor
Meet the speakers Q&A and networking
Discuss the previous session with the speakers and put your questions to them face-to-face
Stretch break
Three types of infrastructure portfolio analysed in the light of covid
- Comparing a balanced, GDP exposed and contracted asset portfolio
- Analysis of each portfolio’s performance during the pandemic
- When can we expect a recovery?
The Crystal Ball session – Predicting the future of infrastructure investment
Infrastructure Investor presents some bold forecasts for year ahead. This is followed by specific predictions from leading industry participants- who have agreed to revisit them at the Global Summit, followed by a vote from the audience.
Group Networking
Discuss the sessions from the Deep Dive in small groups and come up with your own predictions for 2021. Then report back to the whole audience and see what they think of your group’s ideas.
