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 subject to change
Wednesday, June 5, 2024 |
3:00 pm |
Registration opens
|
4:00 pm |
Investor fireside chat
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):
Ben Holthus
Senior Investment Analyst, Montgomery County Employees Retirement Plans
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
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
Chairman & CEO, Institutional Real Estate, Inc.
Speaker(s) and Panelist(s):
Carolyn Arida
Senior Managing Director & 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
Dan Judd
Investment Director, Energy, Natural Resources and Infrastructure, Teacher Retirement System of Texas
Jesse Krynak
Managing Director, I Squared
Sarah Wright
Founder & Managing Partner, Hull Street Energy, LLC
|
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):
Lars Pace
Principal, Hamilton Lane
Mark Rudovic
Principal, 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):
Geoffrey Dohrmann
Chairman & CEO, Institutional Real Estate, Inc.
Speaker(s) and Panelist(s):
Serkan Bahçeci, PhD
Partner and Head of Research, Arjun Infrastructure Partners
Geraldine Barlow
Managing Director, Head of Infrastructure, Affinius Capital
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
|
5:30 pm |
Depart for offsite networking reception and dinner
|
10:00 pm |
Return to hotel
|
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):
Dmitri (Dima) Blumin
Senior Portfolio Manager, Real Assets, World Bank Pension Plan
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):
Kali Persall
Editor, Institutional Investing in Infrastructure, 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
Lars Pace
Principal, Hamilton Lane
Jason T. Todd, CFA
Senior Managing Director, Head of Infrastructure Investments, Pacific Life Insurance Company
|
11:00 am |
Closing Remarks & Thank you
Speaker(s) and Panelist(s):
Jorge Fernandez
Managing Director, Infrastructure, Institutional Real Estate, Inc.
Tom Parker
Executive Vice President and Publisher, Institutional Real Estate, Inc.
Geoffrey Dohrmann
Chairman & CEO, Institutional Real Estate, Inc.
|
11:15 am |
Adjourn
|
Co-Chairs:
Geoffrey Dohrmann
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
Registration
Jody (Barhanovich) Johns
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