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We’re bringing the Global Summit to you with an exclusive mix of webcasts, insight and data on some of the hot topics we’ll discuss later this year in Berlin.

AGENDA

Webcast: Is there still value in the rapidly growing mid-market?

Three fund managers share their definition of the mid-market infrastructure space and what value can be found in these opportunities.

Webcast: How infrastructure will survive in a downturn

Five experts take a view on the resilience and performance of the infrastructure asset class potentially being reshaped by covid-19.

Webcast: Infra in 2020 – the state of play

Four industry experts discuss the current and future state of the infrastructure market, how roles and responsibilities have evolved in light of covid-19 and the impact on due diligence.

Webcast: Is co-operative investing the next trend in core infra?

Four industry experts discuss the similarities and differences in their approaches to co-operative investing in core infrastructure assets.

Webcast: The rise of specialist funds

Three infrastructure managers take you through the highlights of why fund strategies focused on specific sectors and regions offer differing types of advantages.

Webcast: Investor sentiment in a changing landscape

We take you through the highlights of our LP Perspectives 2020 study before discussing how infrastructure investing is changing in light of covid-19.

Webcast: Big data and infrastructure

Our participants discuss challenges around the collection and sharing of data, as well as how data can be used to enhance asset management.

Webcast: How lenders can adapt to infra’s changing boundaries

As equity investors deploy capital to a wider-range of assets falling outside classic definitions, how can debt providers handle the challenges and opportunities this brings?

Webcast: Covid-19 proves digital infra ‘mission-critical’

Digital Colony, HIG Capital, Cordiant Capital and Transpara discuss how digital infra is faring in the covid-19 era, what opportunities it presents, as well as the challenges that come along with being deemed an essential service.

Webcast: ESG – if not now, when?

NTR, Whitehelm Capital, Schroders, Vantage Infrastructure, BBVA and GRESB discuss measurement, what happens when things go wrong and why covid-19 is likely to accelerate ESG's march to the mainstream.

Webcast: Adapting to a merchant power world, as the energy transition matures

Actis, Cubico Sustainable Investments, KGAL, SUSI Partners talk us through the latest opportunities as we transition to a low-carbon future.

Webcast: How investor sentiment is evolving towards co-invests and directs

BCI, HSBC Asset Management and Mark Weisdorf Associates talk about what it takes to build and run effective direct and co-investment programmes and how they are faring amid covid-19.

Webcast: How four top infra GPs are reacting to covid-19

AMP Capital, BlackRock, MIRA and Schroders share insights on how they are responding to the coronavirus pandemic.

Digital, the new utility, comes of age with covid-19

Resilience and reliability are the short-term challenges as the pandemic puts high capacity workloads on the network’s edge. Longer term, investment opportunities abound.

Analysis: ‘Not all data centres are created equal’

Sky-high valuations coupled with technology risk might seem to undermine the data centre fairy tale. But for the right assets, opportunities abound.

How Brookfield’s biggest fund is targeting the new economy

A decade ago, an infrastructure manager would have been hard-pressed to market a core strategy featuring data assets and renewables. Today, Brookfield is embracing both sectors, as infra boss Sam Pollock tells us.

Predicting the next decade: Data explosion 

We look at what a meteoric rise in data consumption will mean for towers, fibre and storage. 

Inside Colony Capital’s pivot to digital infra

The real estate firm is now one of the sector’s major players, thanks to the $4bn Digital Colony Partners. We examine how it got there despite a protracted period of corporate challenges, negative headlines and a mixed performance record.

Ten key trends in the energy transition

If recent events have shown us anything, it’s that the world is changing and we need to adapt if we’re to thrive sustainably on this planet.

The quickening pace of the energy transition

A holistic and flexible approach is needed to address the vast opportunity that the energy transition offers, says Marco van Daele, co-CEO and chief investment officer at SUSI Partners.

The lamentable endurance of marginal loss factors

The Australian Energy Market Commission rejected calls from investors to move to average loss factors in a ruling many believe will undermine the energy transition.

Teaching old schools new energy tricks

In the US, universities are implementing comprehensive energy transition programmes with the help of alternative investors.

Britain’s offshore wind success: The new energy reality

The offshore wind industry in the UK has come of age at a startling rate and presents new market dynamics for the sector.

Meet the top 15 infra debt fundraisers

The Infrastructure Debt 15 is the second edition of our ranking of the world's largest credit GPs, which have raised $84bn from third-party LPs.

Infra debt ‘still in ramp-up phase’

The increase in the number and size of debt funds augers well for an asset class expected to grow on the back of compressed equity returns and persistently low interest rates.

Singapore backs 10x leverage with Clifford Capital’s new infra debt facility

A model by Singapore’s Clifford Capital is the latest capital recycling practice in Asian infrastructure debt.

Investors ditching corporate loans for real asset debt – report

Investors are seeking out lower-risk alternatives to existing fixed income and real asset equity exposure, according to investment consultant bfinance.
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Debt takes the main stage at New York Summit

The key to a successful debt strategy is to offer flexibility and added value, while keeping overall project costs competitive, the annual Infrastructure Investor New York summit hears.

Are ESG scores ready for prime time?

Ratings and evaluations are being used to help managers raise money and land favourable loan terms. But the systems used to measure ESG have failings that cannot be ignored.

Three investors just moved the ESG needle

A statement from pensions with combined assets of nearly $2trn is a clear warning to sceptics.

ESG and diversity not yet centre stage

Although both issues are increasingly industry talking points, they are a priority for only a few LPs, and lack of gender balance in GPs is rarely a deal-breaker, writes Amy Carroll.

A-Z of Impact Investing: Six trends shaping the sector

From agriculture to zero waste, our A-Z demonstrates how impact investing is becoming an essential element of many ESG strategies.

Macquarie survey shows skills shortage holding back investors’ ESG efforts

Investors are also demanding better reporting from managers if they are to proceed with their ESG targets.

Covid-19: Australia hunkers down on foreign investments

All foreign transactions will be subject to FIRB review, a process that will now take six months instead of 30 days.

Australian government intervention on energy ‘can lower investor confidence’

The Energy Security Board cautioned that the ability of investors to efficiently manage risk to support investment decisions was at a ‘critical’ level, its highest rating of concern.

UK water quartet appeal Ofwat’s regulatory review

Anglian Water, Bristol Water and Northumbrian Water have joined Yorkshire Water in asking the CMA to review Ofwat’s December review.

‘Infra investors have been dining very well on regulated monopolies’

First Super CEO, Bill Watson, says investors have profited handsomely from regulated assets and need to heed the complaints they receive.

HK regulator: Climate change has ‘implications’ for investment portfolios

Julia Leung, the Hong Kong financial body's deputy chief exec, says asset managers in Asia tend to focus more on governance than environmental concerns.

Covid-19: AIIB to scale up financing for investment in water, sanitation

The bank will target public health infra in developing countries where a lack of clean water makes even hand washing impossible as a preventive measure.

Climate debt fund raises $151m for clean energy in emerging markets

The fund will lend money to firms offering access to clean energy solutions for both households and business in emerging markets.

Themes of the Year 2019: The weight of emerging markets risk

Investors seem concerned about an increasingly uncertain world, but capital keeps on pushing into new markets.

GIP seeks more than $6bn for emerging markets

The NY-based fund manager, which is looking to raise $1.25bn for an India-focused vehicle, is also on the fundraising trail for a $5bn fund targeting brownfield opportunities only, in LatAm and Asia.

Actis targets $4bn for fifth energy fund

The energy-focused vehicle will have a similar strategy to the firm’s previous fund, which is now fully invested.
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