| Wednesday, May 24 |
| 1:30 pm |
Investor-Only Breakout
In 2017, i3 will hold its first investor only half a day session, following the i3 editorial advisory board meeting. As a part of meeting the needs of institutional investors, the investor only session will provide investors the opportunity to compare notes, share ideas and stories on infrastructure investments. This is a closed door session and is not open to managers, consultants, fund-of-funds or service providers. It is by invitation-only to qualified institutional investors. Investors will choose the topics of discussion ahead of time. The content of this meeting is confidential and for the benefit of participating investors only. |
| 3:00 pm |
Break |
| 3:30 pm |
Investor-Only Breakout Continues |
| 5:00 pm |
Adjourn |
| 5:30 pm |
Editorial Board Meeting Thank You Reception and i3 Conference Welcome Reception |
| 7:30 pm |
Adjourn |
| Thursday, May 25 |
| 8:00 am |
Breakfast |
| 8:45 am |
Welcome and Opening Remarks
Salika Khizer, Managing Director, Infrastructure, Institutional Real Estate, Inc.
Jonathan Schein, SVP, Managing Director of Global Business Development, Institutional Real Estate, Inc. |
| 9:00 am |
Perspectives on Infrastructure Performance Numbers
Find out what the performance numbers are for infrastructure today globally and examine the main market drivers and trends behind the current numbers.
James Harkness, Executive Director, MSCI |
| 9:15 am |
World As Our Readers See It
A global review of trends from our editorial board meetings.
Jonathan Schein, SVP, Managing Director of Global Business Development, Institutional Real Estate, Inc. |
| 9:45 am |
Speed Table Networking
Every person at each individual table will take a few moments to network together by stating their name, title and organization as well as a brief (1-2 minutes) personal story about their favorite trip, movie, concert or sport. Toward the end of this session, one of the event chairs will randomly select a few tables to have them share the most interesting story they heard. |
| 10:00 am |
Global Infrastructure Opportunities
Brexit and the election of Donald Trump have signaled the rise of populism in many developed markets. What are the risks and opportunities across sectors in this new political environment? What does the deal pipeline look like by country and sector? Have infrastructure investors altered how they calculate political, currency and other types of risk in this new environment? Is foreign investment in domestic infrastructure assets more difficult to achieve today than in the recent past?
Moderator:
Jonathan Schein, SVP, Managing Director of Global Business Development, Institutional Real Estate, Inc.
Panelists:
Glen Matsumoto, Partner, Actis
Daniel Shapiro, Managing Partner, First Infrastructure Capital Advisors, LLC
Jared Waldron, Director, Northleaf Capital Partners |
| 10:45 am |
Break |
| 11:15 am |
Global Infrastructure Opportunities: Roundtable Discussions
Tables will have the option to pick one of several topics that were discussed by the prior panel to examine them more before having an open forum discussion on them.
Moderator:
Salika Khizer, Managing Director, Infrastructure, Institutional Real Estate, Inc. |
| 11:45 am |
Global Infrastructure Opportunities: Group Leader Reports
Moderators:
Salika Khizer, Managing Director, Infrastructure, Institutional Real Estate, Inc.
Jonathan Schein, SVP, Managing Director of Global Business Development, Institutional Real Estate, Inc. |
| 12:15 pm |
Private and Listed Manager Perspectives
Where is their common ground on the market? Explore the different opportunity sets of the two markets. Gain more insight on various risks profiles each market offers and learn about what strategies managers use to offset those risks.
Moderator:
Fraser Hughes, CEO, Global Listed Infrastructure Organisation (GLIO)
Panelists:
Christopher Frost, Chief Commercial Officer, Macquarie Infrastructure and Real Assets
Gerald Stack, Head of Infrastructure, MFG Asset Management |
| 12:45 pm |
Lunch |
| 1:45 pm |
What happens to Infrastructure Debt in a rising rate and rising inflation market?
Hear how and why infrastructure debt could still perform well in a challenging market. Discover the different strategies managers use to limit downside and position for upside in a different market.
Moderator:
Todd Lapenna, Partner, StepStone Group
Panelists:
Nick Cleary, Executive Director | Infrastructure Debt, Hastings
Hadley Peer Marshall, Senior Vice President, Brookfield Infrastructure Group
Greg Taylor, Partner, Sequoia Investment Management Company |
| 2:30 pm |
Topics of the Day: Roundtable Discussion Group
With our editorial board and conference advisory board, we will develop a list of 10 timely topics for the infrastructure investor community. Attendees will be polled prior to the conference to vote on their top four topics for discussion at our event.
Moderator:
Salika Khizer, Managing Director, Infrastructure, Institutional Real Estate, Inc. |
| 3:00 pm |
Topics of the Day: Group Leader Reports
After tables discuss one of four timely topics, we will have table group leaders share their table’s insights with the general audience. At that point, it becomes an open interactive forum where anyone can ask follow-up questions or make additional comments based on what the prior table found. The idea here is to leverage all the talent in the room to discover new insights.
Moderators:
Salika Khizer, Managing Director, Infrastructure, Institutional Real Estate, Inc.
Jonathan Schein, SVP, Managing Director of Global Business Development, Institutional Real Estate, Inc. |
| 3:30 pm |
Break |
| 4:00 pm |
Investor Panel: What’s on infrastructure investors’ minds?
What strategies are they reviewing? Which trends are they following and why? What types of risks are they concerned about and how are they managing those risks?
Moderator:
Stephen Dowd, Partner, Caledon Capital Management
Panelists:
Rhys Evenden, Head of Infrastructure – North America, GIC Private Limited
Gavin Ingram, Co-Group Head & Managing Director, Global Head of Infrastructure, OPTrust Private Markets Group
Pierre-Frédéric Robert, Manager, Public Sector Pension Investment Board (PSP Investments) |
| 4:45 pm |
Wrap Up and Closing Remarks
Salika Khizer, Managing Director, Infrastructure, Institutional Real Estate, Inc.
Jonathan Schein, SVP, Managing Director of Global Business Development, Institutional Real Estate, Inc. |
| 5:00 pm |
Adjourn |
| 5:30 pm |
Thank You Reception |
| 7:30 pm |
Adjourn |
