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Global Infrastructure Conference Series

4th Global Infrastructure Conference

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

Agenda

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, CFA, Chief 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 Cleary, Investment 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 Kaplan, Senior 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 Teksoz, Economist, 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.

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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.

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Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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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.

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.