Events

2024 Visions, Insights & Perspective (VIP) Infrastructure

2024 Visions, Insights & Perspective (VIP) Infrastructure

June 5 - 7, 2024 | The Watergate Hotel | Washington, DC


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.

VIP delivers a quality agenda that is marketing-free. IREI does not permit any side meetings, at any time during our scheduled program.  Additionally, the attendee list shall not be utilized for marketing purposes, of any type, nor should it be used for distribution.  These are both a violation of IRE's events policy and we reserve the right to rescind any future attendance. We trust you understand that these (and our related event policies) have always been designed to ensure we can create the kind of unique, special experience for all attendees we’ve always been known for.

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, & others: $3,495
Qualified Institutional Investor, Government Official & 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 can contact Jorge Fernandez at j.fernandez@irei.com or +1 925-244-0500 Ext. 271.

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, 2024 are eligible for a full refund, less a $350 processing fee. Cancellations received between May 2, 2024 and May 15, 2024 are eligible for a 50% refund. Cancellations received after May 15, 2024 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
  •  

*Agenda subject to change

Wednesday, June 5, 2024
3:00 pm Registration opens
4:00 pm Investor fireside chat mixer

An interactive investor panel with speakers reviewing their investment programs and sharing what emerging trends they are focusing on.

Moderator(s):

Jorge Fernandez

Managing Director, Infrastructure, Institutional Real Estate, Inc

Speaker(s) and Panelist(s):

John Feketekuty

Co-CIO, Montgomery County Employee Retirement System

Clayton Maul, CFA

Director, Real Assets, NYSNA Pension Plan & Benefits Fund

Jason Todd

Senior Managing Director, Head of Infrastructure Investments, Pacific Life Insurance Company

4:45 pm Cocktail welcome reception
Thursday, June 6, 2024
7:30 am Breakfast
8:30 am Welcome and overview
Moderator(s):

Geoffrey Dohrmann

Executive Chairman & CEO, Institutional Real Estate, Inc.

Jorge Fernandez

Managing Director, Infrastructure, Institutional Real Estate, Inc.

Tom Parker

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

9:00 am The world as our readers see it

A review of key themes and insights from our global editorial board meetings, which will set the stage for a panel discussion to examine global infrastructure trends and kick off our event.

Moderator(s):

Geoffrey Dohrmann

Executive Chairman & CEO, Institutional Real Estate, Inc.

Speaker(s) and Panelist(s):

Carolyn Arida

Senior Managing Director, Head of Utilities & Infrastructure Co-Portfolio Manager, Harrison Street

Allison Kingsley

Founder & Partner, NOVA Infrastructure

Martin Lanternier

Co-Head infrastructure Americas, UBS Asset Management

9:45 am The world as our readers see it: 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):

Jorge Fernandez

Managing Director, Infrastructure, Institutional Real Estate, Inc

Kali Persall

Editor, Institutional Investing in Infrastructure, Institutional Real Estate, Inc

10:45 am Break
11:15 am Ethics and governance: Red flags and lessons learned from Enron
  • A special fireside chat with an Enron whistleblower who ran the company’s private equity platform.
  • Interview discussion is designed for investors, fundraisers, portfolio managers and risk managers.
  • Discover what, why and how things went wrong at Enron.
  • Learn what governance red flags to watch for and review lessons learned to use as a template for future deals.
Moderator(s):

Kali Persall

Editor, Institutional Investing in Infrastructure, Institutional Real Estate, Inc.

Speaker(s) and Panelist(s):

James Timmins

Managing Partner, Gemini Equity Capital, LLC

12:00 pm Lunch
1:15 pm Global energy mix and transition outlook
  • What are some of the current energy mix and transition strategies in different countries?
  • Compare and contrast political and regulatory risks across borders.
  • Do governments fully understand needs, challenges and risks around energy transition?
  • Which renewable strategies, sectors and vehicles offer the best risk-adjusted returns, and why?
Moderator(s):

Chase McWhorter

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

Speaker(s) and Panelist(s):

Ferris Hussein

Managing Director, The Carlyle Group

Jesse Krynak

Managing Director, I Squared

2:00 pm Global capital flow trends: Impact on markets, funds and investors
  • Are megafunds and industry consolidation trends really changing opportunities and risks for investors? Why or why not?
  • What are some key trends to watch around emerging managers and specialty funds?
  • What are the common characteristics of funds that have closed?
  • What structures and terms are investors looking for from GPs today?
  • Where are investors allocating capital now, and why?
Moderator(s):

Tom Parker

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

Speaker(s) and Panelist(s):

Michael Harrington

Partner, CIO, Actis

Lars Pace

Principal, Hamilton Lane

Mark Rudovic

Head of Real Assets, Hodes Weill & Associates

2:45 pm Break
3:15 pm Macro trends and implications for infrastructure strategies and sectors
  • How are economic trends related to growth, interest rates, inflation and geopolitical trends impacting infrastructure?
  • How are these evolving trends creating new opportunity sets and risks related to valuations and returns across the sectors?
  • How are these trends impacting fund portfolio allocations?
  • What types of strategies, sectors and types of infrastructure will likely do best throughout the next three to five years?
Moderator(s):

Ali J. Naqvi, CFA

Managing Director, Real Assets, Canada Pension Plan Investment Board

Speaker(s) and Panelist(s):

Serkan Bahçeci, PhD

Partner and Head of Research, Arjun Infrastructure Partners

Luke D’Alves

Managing Director, Infrastructure Private Equity, McMorgan & Company

William Smales

Partner and Chief Investment Officer, Morrison

4:00 pm Wrap-up

Tying the days themes, trends and insights together to prepare for the final day.

4:15 pm Meeting adjourns until dinner
6:00 pm Offsite dinner
Friday, June 7, 2024
7:30 am Breakfast
9:00 am Best practices for portfolio design and manager selection
  • An overview of different fund portfolio strategies based on different risk/return profiles.
  • Examine and discuss various approaches and trade-offs related to fund allocation strategies, geography, sector and asset type.
  • What do you need in terms of people, operations and resources for different strategies and vehicles (direct, JV, funds, etc.)?
  • A look at first-time funds and emerging manager programs (headwinds and challenges).
  • What are best practices today around fund evaluation and due-diligence processes and principles?
Moderator(s):

Pascal Farahmand

Senior Investment Officer, International Monetary Fund

Speaker(s) and Panelist(s):

Mallory W. Glusband

Director, UTIMCO

Matt Moreno

Principal, Stepstone

9:45 am Portfolio design and manager selection: Roundtable discussions and group leader reports
Moderator(s):

Jorge Fernandez

Managing Director, Infrastructure, Institutional Real Estate, Inc

Kali Persall

Editor, Institutional Investing in Infrastructure, Institutional Real Estate, Inc

10:30 am Advisory board and program wrap-up

A summary of themes, trends and insights for you to reflect on from this event.

Moderator(s):

Geoffrey Dohrmann

Executive Chairman & CEO, Institutional Real Estate, Inc.

Tom Parker

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

Speaker(s) and Panelist(s):

Mallory W. Glusband

Director, UTIMCO

Clayton Maul, CFA

Director, Real Assets, NYSNA Pension Plan & Benefits Fund

Ali J. Naqvi, CFA

Managing Director, Real Assets, Canada Pension Plan Investment Board

Lars Pace

Principal, Hamilton Lane

Jason T. Todd, CFA

Senior Managing Director, Head of Infrastructure Investments, Pacific Life Insurance Company

10:45 am Adjourn
  • Board/Speakers
  •  

Co-Chairs:

Geoffrey Dohrmann
Executive Chairman & CEO
Institutional Real Estate, Inc.

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

Jorge Fernandez
Managing Director, Infrastructure
Institutional Real Estate, Inc.

Advisory Board:

Mallory W. Glusband
Director
UTIMCO

Clayton Maul, CFA
Director, Real Assets
NYSNA Pension Plan & Benefits Fund

Ali J. Naqvi, CFA 
Managing Director, Real Assets
Canada Pension Plan Investment Board

Lars Pace
Principal
Hamilton Lane

Jason T. Todd, CFA
Senior Managing Director, Head of Infrastructure Investments
Pacific Life Insurance Company

  • Hotel & Venue
  •  

The Watergate Hotel

2650 Virginia Ave NW

Washington, DC

2650 Virginia Ave NW Washington, DC 20037

Get Directions
  • Contact
  •  

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

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