Please take some time to review the 2020 Virtual Infrastructure Investment Summit agenda below. Note that all times are listed in Eastern Daylight Time.
Friday, October 16 | 3:00 PM – 4:30 PM Eastern Time
3:00 PM ET | OPENING KEYNOTE
Lisa Donahue, AlixPartners
Isabel Arana de Uriarte, AlixPartners (moderator)
3:30 PM ET | COCKTAIL RECEPTION WITH SMALL GROUP NETWORKING
As we kick off the summit, grab your cocktail and head to one of the session rooms for open networking.
Tuesday, October 20 | 2:00 PM – 4:00 PM Eastern Time
2:00 PM ET | OPENING KEYNOTE
Karen Rode, Aon Hewitt Investment Consulting
Learn from Karen as she shares advice for institutional investors striving to meet investment goals in the current environment, and how learning lessons over the past six months have shaped her outlook as she navigates infrastructure opportunities ahead.
2:30 PM ET | INSTITUTIONAL INVESTOR PERSPECTIVES
The traditional playbook in infrastructure has been shaken up by the pandemic, and it’s disruption to transportation, consumer demand and the functioning of cities. However, the infrastructure needs across the globe are still enormous. As institutional investors evaluate opportunities, how does infrastructure exposure stack up alongside other real assets such as oil and gas, timber and real estate? How does it stack up versus other private asset classes like private equity? Hear insights from seasoned investment professionals on how infrastructure fits into a diversified portfolio today.
Jan Mende, Callan
Susan Baker, Washington State Investment Board
Kathryn Liao, Allstate
Melissa Ding, BlackRock
Michelle Creed, Landmark Partners
Christine Kelleher, National Gallery of Art (moderator)
3:00 PM ET | SMALL GROUP LP/GP SESSIONS
Join fellow LPs and GPs for small-group face-to-face virtual roundtable discussions.
3:30 PM ET | FEMALE FOUNDERS
Over the past decade, more women are spinning off and beginning their own firms. Tackling today’s problems in infrastructure, like a 100% clean energy future or digital infrastructure to fit today’s consumer, requires the creative thinkers from diverse backgrounds. Let’s find out what problems these women led firms are tackling, what inspires them, and how to build a company in today’s challenging and uncertain global climate.
Caroline Abramo, Pana LCE
Susan Wisialko, Global Infrastructure Finance
Elena Savostianova, Ember Infrastructure
Alexandra Rasch, Caban Systems
Liz Bernich, Caldwell Partners (moderator)
4:00 PM ET | CLOSING REMARKS
Wednesday, October 21 | 10:00 AM – 3:00 PM Eastern Time
10:00 AM ET | FIRESIDE CHAT WITH LAURIE MAHON
Laurie Mahon, CIBC Capital Markets
Kim Hicks, Kirkland & Ellis (moderator)
10:30 AM ET | 1:1 SPEED NETWORKING
One-on-one conversations with your industry peers
11:00 AM ET | POWER PLAYERS: M&A AND FINANCING TRENDS IN INFRASTRUCTURE TODAY
What’s driving deal activity in infrastructure today? Has the pandemic complicated the golden age of infrastructure investing, or are trends like a transition to cleaner energy, consolidation in oil and gas, and a record amount of capital in the private markets keeping deal activity strong? What kind of creative financing are investors using today? This panel of debt and equity investors and advisors will shed light on M&A and financing trends in today’s market.
Juliet Wallace, Sumitomo Corporation of Americas
Kyle Baker, Guggenheim
Corinne Still, Apollo Global Management
Sandhya Ganapathy, EDP Renewables
Kristen Mendoza, Kirkland & Ellis (moderator)
11:30 AM ET | RENEWABLE ENERGY: INVESTOR PERSPECTIVES
We are seeing a strong pipeline of renewable projects emerge across North America as the price of solar and wind turbines continues to fall, and as states and municipalities target decarbonization as a policy priority. Yet, while opportunity exists in every market, the approach often differs. How are investors approaching the market today? We’ll talk about capital structure, sectors, and lifecycle preferences, as well as the impact of COVID-19, the election, and other macro factors on investor sentiments.
Isela Bahena, Nuveen
Deb Hemsey, Prudential Private Capital
Julia Perrier, 8minute Solar Energy
Marietta Moshiashvili, Upper Bay Infrastructure Partners
Kelann Stirling, Kirkland & Ellis (moderator)
12:00 PM ET | LUNCH WITH SMALL GROUP SESSIONS
1:00 PM ET | TRANSPORTATION INFRASTRUCTURE: STALLED OUT OR REVVING UP?
The transport sector has taken a strong hit from the COVID-19 outbreak. Traffic is down across the board – airports, roads, rail. Some projects have slowed or been delayed. New projects face uncertainty. How are investors and executives viewing the shake-up? Will we see a refreshed approach to public-private partnerships (PPPs)? How will financing structures change to mitigate risks?
Kavita Saha, CPPIB
May Soh, IFM Investors
Alyssa Hooper, Global Infrastructure Partners
Heidi Boyd, Blackstone (moderator)
1:30 PM ET | DIGITAL INFRASTRUCTURE: HOW DIGITAL BECAME INTEGRAL
Digital infrastructure provides an essential service to keep our economy up and running, even more so during a pandemic. From telecoms towers to fiber to data centers, investment opportunities abound, yet each with their challenges. This panel of investors and problem-solvers will explore solutions and opportunities in this critical infrastructure space.
Kanan Joshi, Upper Bay Infrastructure
Genevieve Maltais-Boisvert, Colony Capital
Emily Azer, GI Partners
Pauline Thomson, Ardian
Lisa Bacon, Meketa Investment Group (moderator)
2:00 PM ET | GLOBAL PERSPECTIVES
What’s happening beyond North America? This panel will look at key trends in other developed and emerging markets. Where is the need for energy, social, and transportation infrastructure globally, and how are investors approaching these markets?
Alaa Alessa, Endeavor Energy
Kemi Christina Abdul, Mubadala Infrastructure Partners
Caroline Kragerud, Cube Infrastructure
Adiba Ighodaro, Actis (moderator)
2:30 PM ET | CLOSING REMARKS