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Global Infrastructure Conference Series

1st Global Infrastructure Conference

November 15, 2013

Agenda

8:00
Registration and Continental Breakfast

8:25
Welcome
Vinny Catalano

8:30
Keynote Speaker
Joseph Adams, Managing Director, Chief Investment Officer & Co-Chairman of Fortress Infrastructure Partners Fund & Fortress Worldwide Transportation & Infrastructure Fund

9:00
Infrastructure Investment Strategies Panel (Transportation)
With an estimated $24 trillion projected to spent over the next 15 years, the transportation sector (roads, rails, sea and air ports) is one of the key areas of growth and investment in the global infrastructure space. Which investment strategies are likely to benefit from this will be one of the key topics discussed in this session.

Moderator: Patrick Holert, CFA, CAIA, Vice President and Research Principal, BBVA Securities
Joseph Adams, Managing Director, Chief Investment Officer & Co-Chairman of Fortress Infrastructure Partners Fund & Fortress Worldwide Transportation & Infrastructure Fund
Josh Duitz, Portfolio Manager, Alpine Global Infrastructure Fund
Andrew Hohns, PhD, Managing Director, Mariner Investment Group

10:15
Break

10:30
Infrastructure Investment Strategies Panel (Power and Energy)
The power and energy complexes have an estimated $18 trillion of projected spending earmarked to be spent over the next 15 years. Identifying the most effective approaches to investing in these sectors will be one of the areas of discussion of this session.

Moderator: Heidi Thompson, CFA
Nick Cleary, Investment Director, Infrastructure Debt, Hastings Funds Management
Mitchell F. Moss, CFA,  Research Analyst, Fixed Income, Lord Abbett
Pradeep Ramamurthy, Partner, The Abraaj Group
Peter McNally, Analyst, Global Energy, Kingdon Capital

11:45
Lunch

12:15
Luncheon Address

Moderator: Pimm Fox, Anchor, Taking Stock with Pimm Fox, Bloomberg Television; Host, Bloomberg Businessweek Radio, Bloomberg Radio
Audrey H. Kaplan, SVP & Senior Portfolio Manager, Co Head International Equities, Federated Investors, Inc. Alec Young, Global Equity Strategist, Investment Policy, S&P Capital IQ Equity Research

12:45
Economic Factors Presentation
The global economic picture remains an unsettled one. The effects and interactions between and among the developed and developing economies—and their likely impact on the global infrastructure growth story—will be one of the many topics discussed with our panel of expert economists.

Moderator: Vinny Catalano, President and Global Investment Strategist, Blue Marble Research
Donald J. Rissmiller, Partner and Chief Economist, Strategas

1:45
Power and Energy Panel
The ability to generate the power and energy needed to grow and maintain an economy goes without saying. Sources and uses of energy and power have been, and are projected to be, an area of key analysis. What forces will be exercised on this sector will be among the many topics discussed in this session.

Moderator: Daniel J. Aschenbach, Senior Vice President, Public Power Sector Lead Analyst, Moody’s Investors Service
Robert Becker, Senior Vice President, Portfolio Manager, Cohen & Steers
James C. Berner, Director, First Reserve
James Guidera, Managing Director and Group Head for Energy & Infrastructure (North America), Credit Agricole CIB

2:45
Break

3:00
Water Panel
The need for clean, potable water is among the more pressing issues facing the world’s population. With over 1 billion people still without clean water and with an aging infrastructure within developed economies, the water infrastructure sector is a vital area of discussion—and the focus of this session.

Moderator: Vinny Catalano, President and Global Investment Strategist, Blue Marble Research
Matthew J. Diserio, Cofounder and President, Water Asset Management
Andrea Marmolejo, Alternative Investments Principal, Candesic
Aditi Advani Ramirez, Vice President, Macquarie Infrastructure Partners

4:00
Transportation (Roads, Rails, P3 and Sea and Air Ports) Panel
The development of an emerging economy and the maintenance of a developed one rely heavily on their transportation infrastructure for growth and economic stability. The ability to move goods, services, and people across a reliable transportation network is a vital part of any country’s functioning. The key trends and themes within this sector will be discussed and debated in this session.

Moderator: Daniel Fridson, Research Associate, Empire Valuation Consultants
Kurt Krummenacker, Vice President – Senior Credit Officer, Port Sector Lead Analyst and Co-Airport Sector Lead Analyst, Moody’s Investors Service
Scott Trommer, Managing Director, Public Financial Management
Alex Greenbaum, Director, UBS 5:00  Closing Remarks and Adjournment
Patrick Holert, CFA, CAIA, Vice President and Research Principal, BBVA Securities

Description

“The world needs to increase its investment in infrastructure by nearly 60 percent over the next 18 years,” according to a January 2013 report by the consultancy firm McKinsey Global Institute. The report further notes that “global infrastructure investment would need to increase … from the $36 trillion spent on infrastructure over the 18 years to $57 trillion over the next 18 years.” Infrastructure spending on roads, rail, power, seaports, airports, telecom, and water is vital to the smooth functioning of all countries, their businesses, and society overall. Whether it is to repair or improve an existing transportation system or to provide the ability to provide clean, potable water, infrastructure spending is essential on multiple levels to all countries whether they are developed, emerging, or frontier nations. The New York Society of Security Analysts will present its First Annual Global Infrastructure Conference, which brings together leading analysts, portfolio managers, and topic experts to explore the investment and economic opportunities and challenges involved in this vital area of the global economy.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.