The eighth annual Institutional Investing in Infrastructure conference took place in October in Half Moon Bay, Calif. This was quite a shift in venue — previously, the conferences had been held in the more “infrastructure-type” cities of Chicago, Dallas and Washington, D.C. But with the change in atmosphere outside the conference room came a shift in atmosphere inside the conference room as well. Discussions were more animated; the audience was more engaged; discussions delved deeper; everyone just seemed more focused. It felt like we’ve reached the tipping point — infrastructure is here to stay, even if there are still lots of questions to be answered.
Investors made it clear that they need more data, they need more transparency, they need a set of standard practices and they need a benchmark. In fact, benchmarking turned out to be one