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Wednesday, June 10, 2026 |
| 3:00pm |
Registration opens
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| 4:00pm |
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):
Derek Chu
Head of American Real Assets, Investments, AustralianSuper Pty Ltd
Jonathan Lawrence
Director, Infrastructure Investments, Canada Post Corporation Pension Plan
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| 4:45pm |
Welcome networking reception
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| 6:30pm |
Adjourn
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Thursday, June 11, 2026 |
| 7:30am |
Breakfast
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| 8:30am |
Welcome and overview
Moderator(s):
Jorge Fernandez
Managing Director, Infrastructure, Institutional Real Estate, Inc.
Tom Parker
Executive Vice President and Publisher, Institutional Real Estate, Inc.
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| 9:00am |
A global perspective: 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):
Gianluca Minella
Head of Research, InfraRed Capital Partners
George Theodoropoulos
Managing Partner, Fengate Asset Management
Sid Vittal
Senior Portfolio Manager, Abu Dhabi Pension Fund
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| 9:45am |
A global perspective: Roundtable discussions and roundtable reports
Attendees will participate in roundtable discussions, and will have the option to select 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.
Loretta Clodfelter
Editorial Director, Institutional Real Estate, Inc
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| 10:45am |
Break
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| 11:15am |
Capital discipline in maturing energy transition
- Given uncertainty, shifting policy and volatile markets, how do you create portfolio optimization with traditional and green energy strategies today?
- Within portfolio strategies, we will examine two major issues: Grid modernization as the defining infrastructure challenge, and technology maturity versus obsolescence risk.
Moderator(s):
Jorge Fernandez
Managing Director, Infrastructure, Institutional Real Estate, Inc.
Speaker(s) and Panelist(s):
David Altshuler
Partner, Head of Capital Formation, Cresta Funds
Recep C. Kendircioglu
Global Head of Infrastructure Equity, Manulife Investment Management
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| 12:00pm |
Lunch
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| 1:00pm |
Mega-trends: Mega-funds and middle-market funds
- What are the strengths and possible risks with mega-funds versus middle-market funds?
- What types of strategies and sectors work best for mega-funds versus middle-market funds?
- Based on economic and market trends, how does the future look for these two types of infrastructure funds in the U.S. and globally?
Moderator(s):
Loretta Clodfelter
Editorial Director, Institutional Real Estate, Inc
Speaker(s) and Panelist(s):
Serkan Bahçeci, PhD
Partner and Head of Research, Arjun Infrastructure Partners
Ross Posner
Managing Partner, Ridgewood Infrastructure
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| 1:45pm |
Global capital flow trends
A look at emerging trends and drivers for equity and debt strategies for investors.
To drive discussion around investor trends, we will highlight key data points from Hodes Weill & Associates’ annual Institutional Infrastructure Allocations Monitor report as well as take a look at the emerging private wealth channel, defining the opportunities and challenges for managers and investors.
Moderator(s):
Tom Parker
Executive Vice President and Publisher, Institutional Real Estate, Inc.
Speaker(s) and Panelist(s):
Chris Haines
Principal, Hodes Weill and Associates
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| 2:30pm |
Break
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| 3:00pm |
State and future of P3 in America: A look at local, state and federal opportunities
- What are the challenges of public-private partnerships (P3) in the United States?
- What are some P3 examples that have worked well on the federal, state and local level?
- What are the tailwinds and headwinds that will affect P3 in America, moving forward?
- What sectors, states and cities offer the best opportunities today?
Speaker(s) and Panelist(s):
Jeremy Ebie
CEO and Founder, Phoenix Infrastructure Advisory and Investment
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| 4:00pm |
Wrap-up
Tying the days’ themes, trends and insights together to prepare for the final day.
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| 4:15pm |
Adjourn
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| 6:00pm |
Offsite dinner
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Friday, June 12, 2026 |
| 8:00am |
Working breakfast: Global macro and sector trends for infrastructure
Dr. Mark Shore, Economist and Director for CME Group, presents 10 macro trend slides on trade, interest rates, inflation, global debt trends, demographics and more with a panel of two infrastructure thought leaders who will share how they see these trends creating opportunities and risks in global infrastructure moving forward. We will follow this session with doing a deep dive on the few of these trends with roundtable discussions to tie these and themes and trends at our event all together into actionable insights before we adjourn.
Speaker(s) and Panelist(s):
Dr. Mark Shore
Economist & Director, CME Group
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| 8:45am |
Tying it all together: Roundtable discussions and roundtable reports
Moderator(s):
Jorge Fernandez
Managing Director, Infrastructure, Institutional Real Estate, Inc.
Loretta Clodfelter
Editorial Director, Institutional Real Estate, Inc.
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| 9:30am |
Advisory board wrap-up
Moderator(s):
Tom Parker
Executive Vice President and Publisher, Institutional Real Estate, Inc.
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| 9:45am |
Closing remarks and thank you
Moderator(s):
Jorge Fernandez
Managing Director, Infrastructure, Institutional Real Estate, Inc.
Tom Parker
Executive Vice President and Publisher, Institutional Real Estate, Inc.
Speaker(s) and Panelist(s):
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| 10:00am |
Adjourn, with grab-and-go refreshments
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