In New York City in May, IREI hosted its i3 Roundtable Series: Spring 2019 with a cross-section of the institutional infrastructure investment market participants, including U.S. and global pensions, infrastructure investment managers and consultants. The organizations present were First State Investments, Allianz Global Investors, Blackrock, National Real Estate Advisors, QIC Infrastructure, Upper Bay Infrastructure and New Jersey Treasury Office.

The purpose of the meeting was to give participants and i3 readers a glimpse into the current state of the market. The roundtable focused on trade and tariffs, the definition of infrastructure investments, late-cycle investing, climate change and the effect on investments, and transformation in the energy sector over the next decade.

Highlights of the discussions included:

The expanding definition of infrastructure and the necessity trap

Infrastructure investments are defined