- This event has passed.
Global Infrastructure Conference Series
2nd Global Infrastructure Conference
Thursday, November 6, 2014
8:30: KEYNOTE SPEAKER
Gautam Bhandari, Partner, I Squared Capital
8:45: 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: Daniel J. Aschenbach, Senior Vice President, Public Power Sector Lead Analyst, Moody’s Investors Service
Tavraj Banga, Director, Terra Firma Capital Partners
Catherine Helleux, Vice President, Societe Generale
Mitchell F. Moss, CFA, Research Analyst, Fixed Income, Lord Abbett
10:00: ENERGY PANEL
Moderator: Marie-Aimee Boury, Managing Director, Project Bond | Private Placement, Societe Generale
Nick Cleary, Investment Director, Infrastructure Debt, Hastings Funds Management
Dabo Horsfall,Investment Officer, African Capital Alliance (ACA)
Carmine Villani, Managing Director, GEM
Nicholas Matacchieri, VP, Director Project Finance, Intesa Sanpaolo
Brian Chase, Principal, Campbell Lutyens
11:00: 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
12:15: LUNCHEON ADDRESS
Investment Strategy Outlook: Key investment trends, themes, and issues impacting the global financial markets.
Moderator: Pimm Fox, Host, Bloomberg Radio
Louise Purtle, Senior Analyst – Macro Strategy, CreditSights
1:15: 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: Matthew J. Diserio, Cofounder and President, Water Asset Management
Andrea Marmolejo, Managing Partner, Principium
Simon Gottelier, Portfolio Manager, Impax Asset Management
Fuensanta Diaz Cobacho, VP, Intesa Sanpaolo
2:30: 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: J. Michael McCarthy, Senior Portfolio Analyst, APG Asset Management
Kurt Krummenacker, Vice President – Senior Credit Officer, Moody’s Investors Service
Scott Trommer, Managing Director, Public Financial Management
Josh Duitz, Portfolio Manager, Alpine Global Infrastructure Fund
Alex Greenbaum, Director, UBS
3:30: KEYNOTE SPEAKER
Michael Doolan, Principal – National Tax, Ernst & Young LLP
4:00: CLOSING REMARKS AD ADJOURNMENT
Patrick Holert, CFA, CAIA