Registration and Continental Breakfast
Daniel Dagen, CFA, President and CEO, CFA NY
Walter Winrow, Managing Director, Moody’s Global Project and Infrastructure Finance Group
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.
Dan Aschenbach, Senior Vice President, Moody’s Investors Service (moderator)
Mike McDermott, Head of Municipal Research, AIG Asset Management Group
Jorge Rodriguez, Global Head of Infrastructure Debt, Deutsche Bank
Robert K. Simmons, Partner, Panda Power Funds
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.
Akhil Kapoor, Senior VP, Senior Research Analyst, Alliance Bernstein (moderator)
Olivier Mussat, Chief Investment Officer, IFC
Nick Cleary, Investment Director, Hastings
Aaron Rubin, Chief Executive Officer, Macquarie Russia & CIS Infrastructure Fund (MRIF)
Shawn Reynolds, Co-Portfolio Manager, Van Eck Global
Emerging and Frontier Markets PanelEmerging 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.
Marie-Aimee Boury, Managing Director, SocGen (moderator)
Alan Fields, CFA, CAIA, CPA, Principal,The Abraaj Group
Jonathan Prin, Managing Director, Head of Research, Greylock Capital
Dabo Horsfall, Managing Partner, TriCap Investments LLC
David Feygenson, Senior Analyst, Van Eck Global
nvestment Strategy and Economic Outlook: A presentation and discussion on the key investment and economic trends, themes, and issues impacting the global financial markets and economy.
Vincent Catalano, CFA, Managing Member, Adriatic Capital Partners; Global Investment Strategist, Blue Marble Research
Don Rissmiller, Chief Economist, Strategas Research Partners
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.
Yannick Da Ros, Executive Director, UBS Investment Bank (moderator)
J. Michael McCarthy, Portfolio Manager, APG
Kurt Krummenacker, VP, Senior Credit Officer, Moody’s Investors Service
Alex Greenbaum, VP – Private Equity & Infrastructure, GIC
Perry Offutt, Managing Director, Macquarie Infrastructure and Real Assets
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.
Thomas J. Swartz, III, Vice President, The Chubb Corporation (moderator)
Matthew J. Diserio, President & Co-founder, Water Asset Management
Ian Copeland, Managing Director and Co-Chief Investment, Ultra Capital
Nicolas Martin, CFA, Partner, Baylis Emerging Markets
David Smith, CFA, CA, Portfolio Manager, GCA Sustainable Growth Funds
Closing Remarks and Adjournment