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4th Global Infrastructure Conference

Global Infrastructure Conference Series

4th Global Infrastructure Conference

Friday November 4, 2016 9:00 AM through 4:00 PM

8:00 AM
Registration and Continental Breakfast

8:25 AM
Welcome
Daniel Dagen, CFA, President and CEO, CFANY

8:30 AM
Special Guest Keynote Address
Jae Yoon, CFAChief Investment Officer, New York Life Investment Management

8:45 AM
Opening Keynote Address
Mark B. Florian, Managing Director, Head of Infrastructure Funds, First Reserve

9:15 AM
Power Panel

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
Dan Aschenbach, Senior Vice President, Moody’s Investors Service

Mike McDermott, Head of Municipal Research, AIG‎ Asset Management Group

Robert K. Simmons, Partner, Panda Power Funds

Raymond S. Wood, Managing Director, Global Head of Power Utilities & Renewables, Bank of America Merrill Lynch

10:15 AM
Break

10:20 AM
Energy Panel

Energy prices have been impacted dramatically with new lows being generated for oil & gas. Despite this reality, energy is essential to the growth of the developed and emerging and frontier market economies. This panel segment will explore the key trends and themes at work in this core segment of the global economy.

Moderator
Akhil Kapoor, Senior Vice President & Senior Research Analyst, Alliance Bernstein

Olivier Mussat, Chief Investment Officer, IFC

Nick ClearyInvestment Director, Hastings

Chiara Salghini, Investment Analyst, Federated Investors

11:15 AM
Emerging and Frontier Markets Panel

Emerging and frontier markets have experienced considerable volatility of late. Yet, the need for infrastructure spending remains vital to the growth and stability of the sectors. This panel discussion will focus on the key trends and issues at work in this key sector of global growth.

Moderator
Catherine Helleux, Vice President, Energy Structured Finance,  Société Générale

Roger K. Horn, Director, Global Fixed Income, MacKay Shields

Audrey KaplanSenior Vice President, Senior Portfolio Manager, Head of International Equity Team, Federated Investors

Jonathan Prin, CFA, Managing Director, Head of Research, Greylock Capital

12:15 AM
Lunch

12:45 PM
Luncheon Keynote Address
Walter Winrow, Managing Director, Global Project and Infrastructure Finance, Moody’s Investors Service

1:15 PM
Transportation Panel: Roads, Rails, P3 and Sea and Air Ports

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
Michael Likosky,
Principal & Infrastructure Head, 32 Advisors

Josh Duitz, Portfolio Manager, Alpine Global Infrastructure Fund

Alex Greenbaum, VP – Private Equity & Infrastructure, GIC

J. Michael McCarthy, CFA, Portfolio Manager, APG

Mario Maselli, Senior Director, Global Real Assets, TIAA Global Asset Management

Kurt Krummenacker, Senior Vice President/Manager, Moody’s Investors Service

2:15 PM
Break

2:30 PM
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.

Matthew J. Diserio, President and Co-Founder, Water Asset Management

Eric Glass, CFA, Portfolio Manager, AllianceBernstein

Justin “Biff” Ourso, CFA, Managing Director, Global Real Assets, TIAA Global Asset Management

Ketul Sakhpara, CFA, ​Portfolio Manager​, Global Listed Infrastructure, ​Franklin Templeton Investments

Ryan Wobbrock, Vice President – Senior Analyst, Moody’s Investors Service

3:30 PM
Special Closing Keynote Address
Utku TeksozEconomist, United Nations

3:45 PM
Closing Keynote Address

Perry Offutt, Managing Director, Macquarie Infrastructure and Real Assets

4:15 PM
Closing Remarks and Adjournment
Patrick Holert, CFA, CAIA, Research Principal, BBVA Securities

Description

The World Economic Forum reported a trillion-dollar gap in infrastructure spending globally.  In America, a country facing what has been termed a legitimate infrastructure crisis, government spending on transportation, energy, water and wastewater, and social infrastructure, has hit a 20-year low despite a call by U.S. President Barack Obama to create a federal infrastructure bank that would provide funding for badly needed projects.

Infrastructure—be it transportation infrastructure such as roads, bridges and airports, or “midstream” energy like pipelines—is vital for national economic prosperity, supporting goods, services and the workforce.  But in the U.S. as well as worldwide, public funding to build and repair infrastructure is scarce, resulting in the need for private capital and creating opportunities for long-term investors in “real” assets. At the same time, the intersection of technology and business drivers will possibly shape the momentum towards a changing investment climate in the coming years.

CFANY’s 4th Annual Global Infrastructure conference will once more bring together leading executives, analysts, portfolio managers and investors in thought-provoking discussions on both the long term and near term outlook for the infrastructure industry with multiple panels across Power, Oil & Gas, Water, Transport and emerging markets’ infrastructure. The panels and keynote addresses will explore sectorial themes as they relate to project pipelines and deal flow in 2017, breakdown of financing and funding tools and upcoming opportunities with the ever-shifting legal and political landscape worldwide. Join the speakers and network with 200 industry professionals to discuss the global infrastructure deficit, the market appetite for public-private investment in infrastructure and how infrastructure assets can benefit institutional portfolios.

DISCLAIMER OF ENDORSEMENT

References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY 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 CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages.

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. CFANY is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677, or emailed to seminars@cfany.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

For more information: Policies and Procedures

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