Alternative Investments, Conference / Seminar, Virtual Events & Programming

Infrastructure as an Asset Class in Today’s Environment

June 23, 2021 | 2:00 PM - 4:45 PM

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Cvent Transition Guide

Overview

Recent dramatic shifts in the investment landscape have defined new necessities for communities and businesses, driving demand for capital in particular infrastructure subsectors. As the pandemic subsides, certain trends such as energy transition, strengthening domestic supply chains, resiliency to climate change, and digitalization will continue to accelerate, even while communities return to normal. Join the CFA Society of New York for an afternoon of thoughtful discussion on infrastructure as an asset class and the future of infrastructure investing.

Integrating environmental, social and governance (ESG) considerations into infrastructure investing will determine their stability and sustainability. Attendees from all disciplines are invited to learn more about the risks, opportunities, and wide-ranging impacts associated with infrastructure investing.

Agenda

2:00 PM | WELCOMING REMARKS

Patrick Nessenthaler, Vice President, REI – Special Situations & Restructuring (REIT-Focused), MUFG, Vice Chair of Alternative Investments Group, CFA Society New York


2:05 PM | KEYNOTE SPEAKER

Marietta Moshiashvili, CEO and Managing Partner, Upper Bay


2:45 PM | BREAK


3:00 PM |  FIRESIDE CHAT

Interviewed by

Laurie Mahon, Vice Chair, Global Investment Banking, CIBC Capital Markets

Interviewee

Petya Nikolova, Head of Infrastructure Investments, NYCRS

*This fireside chat will not be recorded and will be under Chatham House Rules*


3:45 PM | BREAK


3:50 PM | PANEL DISCUSSION

Moderator

Mark Weisdorf, Managing Partner, Mark Weisdorf Associates

Panelists

Mac Bell, MBA, BASc (Mech Eng), Managing Director, Infrastructure Investments, Fengate Asset Management

Byron Cantrall, President / CEO, LS Networks

Sandhya Ganapathy, Global Head of Investments and M&A, EDP Renewables

John Givens, Senior Developer, Campus Energy Investments, ENGIE

Nanda Kamat, Managing Director, MUFG


4:45 PM |  CLOSING REMARKS

Patrick Nessenthaler, Vice President, REI – Special Situations & Restructuring (REIT-Focused), MUFG, Vice Chair of Alternative Investments Group, CFA Society New York

Additional Details

Learning Outcomes

  • Develop an understanding of infrastructure investing strategies
  • Learn what distinguishes the asset class (or ‘risk class’) from other alternatives
  • Understand opportunities presented by the maturity of the asset class
  • Learn how this asset class is impacted by concerns regarding climate resiliency and technological disruption
  • Explore the role of evolving digital infrastructure as a sub-asset class
  • Delve into Public Private Partnerships
  • Discuss ESG considerations in infrastructure investing
  • Consider the impact of $6 trillion of proposed Federal stimulus plans on US infrastructure investment