2023 Visions, Insights & Perspectives (VIP) Infrastructure

June 6 - 8, 2023 | Thompson Austin | Austin, Texas

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VIP Infrastructure brings together institutional investors and investment managers who are actively investing in the infrastructure asset class or are exploring it for the future. The event will offer exclusive content, expert analysis and insightful perspectives.

Please email us at events@irei.com if you'd like to be added to our mailing list and receive information on this event.

Registration Information:

Investment managers, and others:

Early Bird Rate: $2,995 *Ends April 7, 2023
Regular rate: $3,295

Qualified Institutional Investor, Government Official and Consultants: Complimentary**

**The Qualified Institutional Investor registration category is reserved for individuals employed by a public, corporate or union pension fund organization, a foundation or endowment, or an insurance company with responsibility for infrastructure investment strategy or decision-making. A government official is defined as a federal, state, local or city-level government employee focused on the policy making, planning, and/or funding/financing of infrastructure projects, as well as legislators and their staff. This definition does not include pension/benefit plan administrators.

Investors interested in attending the conference can contact Chase McWhorter at c.mcwhorter@irei.com or +1 925-365-7164.

IREI reserves the right to review the credentials and employment status of anyone registering for VIP Infrastructure. If an individual does not meet our criteria for any of the registration categories, we reserve the right to decline registration or enforce an additional registration fee. Registrations are not confirmed until a payment has been received where applicable.

Photography Information: Our goal is to capture the excitement of our conferences, and you may see photographers or videographers documenting this event. It is very possible that you could appear in some of these shots. Photos or videos taken by or on behalf of IREI may be posted on one or more of our sites or used in future marketing materials and publications. If you have any concerns, we invite you to talk to an IREI staff member concerning this matter.

Cancellation Policy: All refund requests must be made in writing to Institutional Real Estate, Inc. (IREI), directed via e-mail to IREI at events@irei.com. Cancellations received on/before May 1, 2023 are eligible for a full refund, less a $350 processing fee. Cancellations received between May 2, 2022 and May 15, 2023 are eligible for a 50% refund. Cancellations received after May 15, 2023 are not eligible for a refund. IREI does not offer credit to future events for the unrefunded portion of the registration fee unless you are a current sponsor of an IREI publication. If IREI decides to cancel this conference, IREI does not accept responsibility for airfare, hotel or other costs incurred by registrants. If you selected an activity, the cost is included in your registration fee. Therefore, no additional cancellation fees are incurred for the activity when canceling registration.)

Agenda

*Draft agenda (subject to change)

Tuesday, June 6, 2023
3:00 pm	Registration opens
4:00 pm	Investor fireside chat mixer An interactive investor panel discussion on emerging infrastructure trends with the audience Moderator(s): Chase McWhorter Managing Director, Americas, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Dmitri (Dima) Blumin Senior Portfolio Manager, Real Assets, World Bank Pension Fund Derek Chu Head of Americas Infrastructure Investments, AustralianSuper Mallory Glusband Director, University of Texas/Texas A&M Investment Management Company (UTIMCO) Monica Huffer Private Markets Portfolio Manager, Texas Municipal Retirement System (TMRS)
4:45 pm	Cocktail welcome reception
7:00 pm	Adjourn
Wednesday, June 7, 2023
7:30 am	Breakfast
8:30 am	Welcome and overview Speaker(s) and Panelist(s): Chase McWhorter Managing Director, Americas, Institutional Real Estate, Inc. Tom Parker Executive Vice President and 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 that will set the stage for a panel discussion to examine global infrastructure trends, which will set the stage to kick off our event. Moderator(s): Tom Parker Executive Vice President and Publisher, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Chris Koski Global Head of Investment Strategy, Morgan Stanley Infrastructure Partners Arash Shojaie Principal, Infrastructure, QIC Corinne Still Partner, Infrastructure, Apollo Global Management, Inc.
9:45 am	A global perspective: Roundtable discussions 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 to discuss and examine global infrastructure trends. Moderator(s): Chase McWhorter Managing Director, Americas, Institutional Real Estate, Inc. Tom Parker Executive Vice President and Publisher, Institutional Real Estate, Inc.
10:45 am	Break
11:15 am	Evaluating opportunities in secondaries Compare and contrast tradeoffs between primary fund and secondary investments — A look at benefits and conflicts of each approach How secondaries expand portfolio options and flexibility What are some emerging trends related to pricing, size, scale, liquidity in secondary marketplace? What are best practices to evaluate secondaries? Moderator(s): Chase McWhorter Managing Director, Americas, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Kevin Chang Managing Director, Infrastructure Secondaries, Ares Management Wandy Hoh Head of Infrastructure Secondaries, Macquarie Alliance Partners, Macquarie Asset Management Janice Ince Managing Director, Pantheon
12:00 pm	Lunch
1:30 pm	Energy transition: A practical way forward A practical and actionable look at energy transition. Where does it fit in an investor’s total portfolio? We will evaluate and examine tradeoffs of specialist vs. generalist approaches to investing in this space, discuss how emerging technologies are creating new opportunities and risks, and find out how the European Union’s SFDR Article 8 is impacting energy investing globally. We will provide forward-looking insights related to possible scenarios during the next five to 10 years to help define opportunity sets, and we will review strategies and options to help mitigate investor risks. Moderator(s): Irene Mavroyannis Managing Director, Global Co-Head, Business Development, Infrastructure, Partners Group Speaker(s) and Panelist(s): Jennifer Gandin Principal, Investments, CIM Group LLC Rob Guthrie Chief Development Officer, Bernhard (DIF Capital Partners Portfolio Company) Jim Hughes Managing Partner – Energy Transition, EnCap Investments, LP Melannie Pyzik Head of Investor Solutions, Argo Infrastructure Partners
2:15 pm	Global capital flow trends and how denominator effect can impact asset allocation A brief overview of capital flow trends from IREI.Q database will provide data points to set the stage for a panel discussion examining key trends in global investment strategies, covering both equity and debt. We will review how managers are repositioning their funds as market fundamentals shift related to interest rates, inflation, geopolitical trends and the economy. Find out what investors are thinking related to current and future allocations. Moderator(s): Tom Parker Executive Vice President and Publisher, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): John C.S. Anderson Global Head of Corporate Finance & Infrastructure, Manulife Brock Howard Portfolio Manager, State Board of Administration of Florida Lars Pace Principal, Real Assets Investments, Hamilton Lane Aaron Vale, CFA, CAIA Managing Director, CBRE Investment Management
3:00 pm	Break
3:30 pm	How are policy trends reshaping infrastructure in the future? The presenter will give an overview of key policy trends and issues, including: Are we still globalizing, or deglobalizing? What are emerging trends impacting trade flows and infrastructure (seaports, airports and rail)? How are global security issues affecting infrastructure opportunity sets? What are the effects of the Inflation Reduction Act (IRA) on energy? Panel discussion will do a deep dive into: Define what will and what could likely happen near-term Outline emerging variables and how they may play out Examine and define emerging opportunity sets Moderator(s): Yousef R. Salama Business Development Director, Infrastructure, Export Development Canada Speaker(s) and Panelist(s): Angelo Acconcia Partner, ArcLight Thomas Hylton Principal, Infrastructure, PwC Michael Ryder Partner & Co-Head of Americas, Igneo Infrastructure Partners Christian Schmid Managing Director and Global Head of Infrastructure, Slate Asset Management
4:15 pm	Wrap-up
4:30 pm	Adjourn
6:00 pm	Depart for offsite-dinner & activity *Approx return to hotel 9:30/10:00 pm
Thursday, June 8, 2023
7:30 am	Breakfast
9:00 am	Where does everything fit (real assets, real estate, infrastructure) today? Defining lines: What are the traditional definitions of real assets, real estate and infrastructure? How is technology driving trends and redefining risks? Where are lines becoming blurred? Review emerging nontraditional infrastructure assets and consider niche strategies Moderator(s): Vikram Singh Managing Partner, Terramont Infrastructure Partners Speaker(s) and Panelist(s): Anne Valentine Andrews Global Head of Infrastructure and Real Estate, BlackRock Andrew Harris Managing Director, Tiger Infrastructure Partners Saket Trivedi Partner, Cube Infrastructure Managers
9:45 am	Where does everything fit: Roundtable discussions and group leader reports Audience examines and discusses nontraditional infrastructure assets. Definitions and distinctions Examine which risk/return bucket various strategies best fit into Discuss and determine if assets fit or do not fit into infrastructure, and why? Speaker(s) and Panelist(s): Chase McWhorter Managing Director, Americas, Institutional Real Estate, Inc. Tom Parker Executive Vice President and Publisher, Institutional Real Estate, Inc.
10:30 am	Advisory board and program wrap-up Gain perspective as several advisory board members share key insights and questions for you to keep in mind from this event. Moderator(s): Chase McWhorter Managing Director, Americas, Institutional Real Estate, Inc. Tom Parker Executive Vice President and Publisher, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): Brock Howard Portfolio Manager, State Board of Administration of Florida Janice Ince Managing Director, Pantheon Irene Mavroyannis Managing Director, Global Co-Head, Business Development, Infrastructure, Partners Group
10:45 am	Adjourn