2022 Visions, Insights & Perspectives (VIP) Infrastructure

2022 VIP Infrastructure Theme: Infrastructure in Transition

Tuesday, June 7, 2022
3:00 pm	Registration opens
4:00 pm	Opening roundtable mixer Discuss timely issues with your fellow investors or managers in an open-forum discussion designed to explore various topics of interest to both groups. We will then bring the two groups together and listen to table leaders’ reports. As each table reports, discover where differences and common ground exist, and gain new insights and a broader perspective on important issues. Speaker(s) and Panelist(s): Chase McWhorter Managing Director, Americas & Infrastructure, Institutional Real Estate, Inc. Tom Parker Executive Vice President & Publisher, Institutional Real Estate, Inc. Howard Stern Sr. Managing Director, Juhl Energy
5:30 pm	Welcome Reception Small plates/heavy hors d’oeuvres
7:00 pm	Conclusion
Wednesday, June 8, 2022
7:30 am	Breakfast
8:30 am	Welcome and overview Speaker(s) and Panelist(s): Chase McWhorter Managing Director, Americas & Infrastructure, Institutional Real Estate, Inc. Tom Parker Executive Vice President & Publisher, Institutional Real Estate, Inc.
9:00 am	A global perspective: The world as our readers see it A review of key themes and insights from our global editorial board meetings will be followed by a moderated panel discussion about global trends. Speaker(s) and Panelist(s): Michael Albrecht Managing Partner, Ridgewood Infrastructure Chase McWhorter Managing Director, Americas & Infrastructure, Institutional Real Estate, Inc. Hillary Ripley Senior Director, FSI / Igneo infrastructure Partners George Theodoropoulos Managing Partner, Fengate Asset Management
10:00 am	A global perspective: Roundtable discussions Each table will have a group leader as a facilitator and will have the option of picking one of several topics with related questions about key global investor themes. Speaker(s) and Panelist(s): Chase McWhorter Managing Director, Americas & Infrastructure, Institutional Real Estate, Inc.
10: 30 am	A global perspective: Group leader reports Following table discussions, we will have an interactive open forum with the audience during our group leader reports session, where they will share their findings. Speaker(s) and Panelist(s): Chase McWhorter Managing Director, Americas & Infrastructure, Institutional Real Estate, Inc. Tom Parker Executive Vice President & Publisher, Institutional Real Estate, Inc.
11:00 am	Break
11:30 am	Energy Transition Defining net-zero: What does it mean, and how do you measure it in the infrastructure energy space? Should investors actively participate in helping the industry shift to net-zero emissions, or simply no longer invest in certain sectors? How are geopolitics and economic trends affecting current and long-term demand and return drivers? How do energy security trends fit into ESG end energy-transition strategies? What are the different investment strategy options, and how do they fit into ESG? Speaker(s) and Panelist(s): Carolyn Arida Managing Director and Head of Utilities, Harrison Street Todd Bright Partner, Co-Head Private Infrastructure Americas, Partners Group Stefano Brugnolo Partner, Arcus Infrastructure Partners Derek Chu Head of Americas Infrastructure, AustralianSuper Mark Saunders Managing Director, Co-Head, Energy Strategy Storage, UBS Asset Management
12:15 pm	Energy Transition: Investor Fireside Chat Speaker(s) and Panelist(s): Ryan Bisch Managing Director, Ontario Power Generation Eric Chang Director, Teacher Retirement System of Texas Brock Howard Portfolio Manager, State Board of Administration of Florida Chase McWhorter Managing Director, Americas & Infrastructure, Institutional Real Estate, Inc.
12:45 pm	Lunch
2:00 pm	Where are pockets of double-digit returns today? What niche strategies and vehicles are attractive today, and why? What are the risks and limitations of these strategies? What might be some future emerging opportunities? How can ESG add to returns? Speaker(s) and Panelist(s): Hamza Fassi-Fehri Partner, Antin Infrastructure Partner Indranil Ghosh Senior Advisor, Cube Infrastructure Managers Michael Hoverman Principal and Head, Global Partners Group, CIM Group Irene Mavroyannis Managing Partner-Infrastructure/Renewables/Sustainability, Sera Global Devinder Sangha Partner, Albourne Partners
3:00 pm	Next generation of digital infrastructure The digital sector has had tailwinds supporting it during the past several years. What are the headwinds investors should watch for in the future? Are current valuation and return levels sustainable? How might emerging technology trends disrupt this established sector in the future? Which investment approach is best suited for the future: generalist versus specialist, and infrastructure manager versus private-equity manager? How is digital infrastructure implementing ESG practices? Speaker(s) and Panelist(s): Alex Darden President of EQT Partners Inc. and Head of US Infrastructure, EQT Group Geneviève Maltais-Boisvert Managing Director, DigitalBridge Chase McWhorter Managing Director, Americas & Infrastructure, Institutional Real Estate, Inc. Ted Mocarski Senior Partner, NovaCap Fred Robert Senior Principal, Infrastructure, Investment Management Corporation of Ontario
3:45 pm	Break
4:15 pm	Platforms and strategies: Infrastructure manager and private-equity manager models Both models bring unique skill sets, strategies to the infrastructure sector. What types of sectors, strategies tend to be best fit for each investor risk/return profile? What vehicles work best? A look at when, why and how to execute with co-invest, secondaries, extension vehicles? What are the strengths and limitations of the two models? What is the future of these models in infrastructure? Will they continue to co-exist, blend together or might something else happen? Does one structure lend itself to adhere better to ESG guidelines? Speaker(s) and Panelist(s): Dima Blumin, CFA Senior Portfolio Manager, Real Assets, World Bank Pension Plan Dylan Foo Co-Head of Global Infrastructure, Apollo Global Management Wandy Hoh Managing Director, Macquarie Asset Management Janice Ince Managing Director, Pantheon Todd Lapenna Partner, Infrastructure & Real Assets, StepStone Group
5:15 pm	Wrap-up
6:00 pm	Depart for Networking Activity/TopGolf Accompanied by a casual networking reception.
9:00 pm	Return to hotel
Thursday, June 9, 2022
8:00 am	Breakfast
9:00 am	Global infrastructure capital flow trends IREI Data Services will provide capital flow research data to set the stage for panel discussion covering some of the challenges and opportunities in today’s market, which will be followed by roundtable discussion groups that will do a deep dive and drill down on key trends with a focus on providing attendees with new actionable insights. Speaker(s) and Panelist(s): Nick Cleary Partner, Vantage Infrastructure Patrick M. Cunningham Head of Infrastructure Investment Specialists Americas, Executive Director, UBS Asset Management Tom Parker Executive Vice President & Publisher, Institutional Real Estate, Inc. Abigail Rayner Principal, HarbourVest Partners (Canada) Limited Aaron Vale, CFA, CAIA Managing Director, Co-Head of Indirect Infrastructure, CBRE Investment Management
9:45 am	Global capital flows roundtables and group leader reports Each table will have a group leader as a facilitator and will have the option of picking one of several topics with related questions about key themes of global capital flows. Following table discussions, we will have an interactive open forum with the audience during our group leader reports session where they will share their findings. Speaker(s) and Panelist(s): Chase McWhorter Managing Director, Americas & Infrastructure, Institutional Real Estate, Inc. Tom Parker Executive Vice President & Publisher, Institutional Real Estate, Inc.
10:30 am	Break
11:00 am	Shifting supply chains: How are emerging logistics trends impacting infrastructure? COVID-19 exposed challenges of global trade. How have companies changed their logistics management strategies? Are current valuations and growth sustainable? Why or why not? Will demand shifts result in more greenfield development? What are the key trends infrastructure investors should be watching? What do these trends mean for future opportunities, values and returns for seaports, airports and rail? How does the S of ESG factor in when working with union workers? Speaker(s) and Panelist(s): David Altshuler Executive Director, Head of Global Relationship Group, North America, IFM Investors Recep Kendircioglu Global Head of Infrastructure Equity, Manulife Allison Kingsley Partner & Founder, Nova Infrastructure John Ma Partner, Igneo Infrastructure Partners Perry Offutt Partner and Head of North America, Morrison & Co
11:45 am	Advisory Board wrap-up Gain perspective as several advisory board members share key insights and questions for you to keep in mind from this event. Speaker(s) and Panelist(s): TJ Moen Portfolio Director, Private Markets, Texas Municipal Retirement System Tom Parker Executive Vice President & Publisher, Institutional Real Estate, Inc. Fred Robert Senior Principal, Infrastructure, Investment Management Corporation of Ontario Devinder Sangha Partner, Albourne Partners
12:15 pm	Closing remarks and thank you Speaker(s) and Panelist(s): Chase McWhorter Managing Director, Americas & Infrastructure, Institutional Real Estate, Inc. Tom Parker Executive Vice President & Publisher, Institutional Real Estate, Inc.
12:30 pm	To go lunch

Co-Chairs:

Tom Parker
Executive Vice President and Publisher
Institutional Real Estate, Inc.

Chase McWhorter
Managing Director, Americas and Infrastructure
Institutional Real Estate, Inc.

Advisory Board:

Niraj Agarwal
Head of Real Assets
New Jersey Division of Investment

Petya Nikolova
Head of Infrastructure Investments
New York City Retirement System, Office of the Comptroller

Fred Robert
Senior Principal, Infrastructure
Investment Management Corporation of Ontario

Devinder Sangha
Partner
Albourne Partners

Eddie Schultz
Sr. Managing Director – Private Markets
Texas Municipal Retirement System

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Platinum

Argo Infrastructure Partners LP

Gold

Arcus Infrastructure Partners

CBRE Investment Management

Fengate Asset Management

Igneo Infrastructure Partners

Silver

Cohen & Steers

IFM Investors

UBS AG

Supporting

GLIO

GRESB

Harrison Street Real Estate Capital, LLC

SAFETY GUIDELINES:
By registering for this event, you agree fully to adhere to the applicable CDC and local county guidelines (for which the event is being held) while attending.

You are required to take any COVID test (at-home is acceptable) within 48-hours prior to attending VIP. Please send your negative results to events@irei.com any time prior to your arrival.

If your negative results have not been received prior to your arrival at VIP you will be asked to test onsite. If needed, IREI will provide you with a complimentary COVID self-test.

Please note that if your spouse/significant other is joining you at VIP, they will also be required to send proof of a negative COVID test.

Anyone who tests positive onsite, or displays COVID like symptoms will not able to attend VIP.

Registration
Jody Barhanovich
Event Coordinator/Registrar
j.barhanovich@irei.com or +1 925-244-0500 ext. 190

Logistics
Lucero Jaramillo
Conference Director
l.jaramillo@irei.com or +1 925-244-0500 ext. 130

Sponsorship Opportunities
Randy Schein
Conference Sales Manager
r.schein@irei.com or +1 212-706-7023

Speaking Opportunities
John Hunt
Conference Program Manager
j.hunt@irei.com or +1 925-244-0500 ext. 137