Infrastructure Investor Forum: Americas

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Agenda

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  • 09:45

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  • 10:00
    Chair’s opening remarks
    Jon Berke
    Jon Berke
    North Americas Editor, Inframation News
  • 10:05
    Presentation: 5 charts on infrastructure
    MO
    Melis Ogutcu
    Global Head of Research and Analytics, Inframation
  • 10:15
    Keynote presentation: Accelerating the transition to clean energy

    The US was quick to re-join the Paris Accords upon the recent election of Joseph Biden as the president of the United States. At the same time, one of the anchors to his administration was promoting clean energy at a time when most states were continuing to ramp up new clean energy goals. Today’s keynote speaker will address how Bakken Energy is adjusting to the new green deal. 

  • 10:35
    Opening panel: State of infrastructure investing

    If successful in its current form, the USD 2.55trn Americas Jobs Plan President Joseph Biden proposed on 31 March will incentivize investment across major infrastructure sectors: clean energy, broadband, transportation, water and other areas.

    The proposal did not offer clear details on how to unlock the funds but offered specifics on how clean energy might benefit. This included extending the ITC tax credit, inclusive of battery storage, and adjusting section 45Q to incentive further development of carbon capture technology. It also earmarked USD 174bn in funds for electric vehicles and EV charging infrastructure.

    Some of these initiatives reflect the administration’s acknowledgement that it needs to rebuild some of this country’s underinvested infrastructure while others are aimed at reducing carbon emissions. Either way, the fact that in March The American Society of Civil Engineers (ASCE) could only upgrade its rating of US infrastructure to “C-“ shows there is still much work to be done.

    Panellists will address the following issues:

    • Where is the most opportunity in the US today for infrastructure investment?
    • How will infrastructure legislation effect this thesis today and in the future?
    • With certain infrastructure funds exceeding USD 10bn plus over the past two years, how do they fit into this conversation?
    • Permitting was always considered a major issue towards getting major infrastructure projects done, will the new administration seek to ease these issues.
    Dolly  Mirchandani
    Dolly Mirchandani
    Partner, White & Case
    Grover  Burthey
    Grover Burthey
    Executive Vice President, Portfolio Management, PIMCO
    PJ
    Prescott Johnson
    Managing Director , Credit Suisse
    Raymond  A. DiPrinzio
    Raymond A. DiPrinzio
    Co-Head of Infrastructure, North America Global Structured Finance, SMBC
    JB
    Jeetu Balchandani
    Global Head of Infrastructure Debt, BlackRock Alternative Investors
  • 11:15
    Fireside Chat – The future of energy renewables: the role of financing and investment in the energy transition
    Eric Pogue
    Eric Pogue
    Partner, Mayer Brown
    SW
    Sarah Wright ‎
    Founder and Managing Partner , Hull Street Energy
  • 11:35

    Networking Break

  • 11:50
    Panel: America’s path to decarbonization

    The decarbonization landscape has grown more competitive and complex. Even while clean energy innovation is expected to form the core of a national infrastructure plan, new technologies are, in the words of an industry CEO, still a thousand flowers blooming. Financial innovation is also running along at breakneck speed, as the number of financial players in the renewables sector balloons.

    Mixing views from both investors and bankers along with an industry executive, this panel will explore the landscape for investment in the decarbonization sphere, including opportunities in renewables, green hydrogen, and energy storage.

    Mark Voccola
    Mark Voccola
    US Infrastructure Co-Head, Ardian
  • 12:30
    Fireside chat: Transportation investments in an Era of change

    Toll roads and airports took a big backseat during the pandemic as air traffic slowed to a crawl and traffic revenues were depleted to a point, particularly during the early days when stay at home orders were in play. Yet, the long-term contracted nature of these assets led to two major secondary transactions getting executed in the back half of 2020, while Maryland DOT selected a prepared proponent to develop phase 1 of its USD 10bn managed lanes project.

    Panellists will address the following topics:

    • What does the future hold for the secondaries market for roads in the US, if volumes return to pre-pandemic levels, particularly as certain toll road owners reach the end of their fund life?
    • With Maryland Managed Lanes and SR-400 in Georgia already out there are there enough additional opportunities for future equity investment in road or rail projects?
    • How do you view the smartification of these road projects and how does it impact investment thesis?
    • The major trend in airports that emerged was in the cargo. Is there an opportunity to resurrect some airport projects down the road or will it likely continue in the ancillary spaces such as the recent decision by San Jose, California to pursue a transit solution from the airport to downtown?
    Mike  Pikiel
    Mike Pikiel
    Partner, Winston & Strawn LLP
    DC
    David Cohen
    Principal, Apollo Global Management
  • 12:55

    Networking Break

  • 13:10
    Panel: Unlocking investment in evolving markets

    Several fund managers closed their flagship funds raising last year, securing over USD100bn since Brookfield closed its fourth flagship fund in December 2019. Beneath the headlines, there remains an attractive mix of experienced and emerging smaller fund managers looking to raise capital in a difficult fundraising environment, while also focusing on differentiated investment strategies.

    Panellists will address the following.

    • What new investment strategies might emerge for fund managers in the coming years?
    • What strategies are fund managers employing now to obtain assets?
    • What are the challenges for first-time fund managers in today’s environment?
    • With US and global LP’s increasing allocations for infrastructure, is this helping GPs raise comingled funds or are more investors seeking SMAs or bespoke transaction structures?
    MB
    Marina Besignano
    Partner, Mayer Brown
    Ed  Pallesen
    Ed Pallesen
    Managing Director, HIG Capital
    CT
    Chris Tehranian
    Senior Director, First Sentier Investors
  • 13:50
    Panel: Connecting the digital infrastructure investment

    When COVID-19 first struck North America, almost overnight it sent broadband traffic on a growth rate of roughly 30%, forever leaving an indelible mark on the entire communications infrastructure ecosystem. In 2020, infrastructure investors especially poured capital into fiber-to-the-home (FTTH) companies, accelerating their capex plans and corresponding rates of return. And now enterprise-focused firms are also turning their attention to the residential market. How will this convergence in business models shape dealmaking in the years to come?

    Delegates will have an opportunity to hear panelists discuss the latest trends and drivers in the communications infrastructure market such as the following:

    • How will the convergence between FTTH and enterprise fiber shape dealmaking?
    • Positioning enterprise fiber for growth in a crowded field.
    • What should investors ask management teams about driving growth and monetizing total addressable market?
    Dolly  Mirchandani
    Dolly Mirchandani
    Partner, White & Case
    Marc  Ganzi
    Marc Ganzi
    Chief Executive Officer, Digital Colony
    MK
    Marc Keller
    Director, Wren House Infrastructure Management
    Kevin  Genieser
    Kevin Genieser
    Senior Partner, Antin
  • 14:30
    Closing remarks
    Jon Berke
    Jon Berke
    North Americas Editor, Inframation News