Infralogic Investors Forum Australia 2023
The premier Infrastructure forum in Australia
Four Seasons Hotel, Sydney and Online
15
Mar
2023 and beyond: Infrastructure of the future
The events of the past year have impacted the way people live, work, travel, shop, and communicate. Figuring out the extent of this paradigm shift and where temporary changes become ingrained habits are essential to fashioning investment theses. For private market investors, finding an angle to broaden the scope of the asset class and locate infrastructure-like characteristics to participate in sectors that are experiencing unprecedented growth has enabled a flurry of deals and new projects in telecom towers, data centres, fibre-optic networks, land and motor registries, healthcare and screening services, social housing, and other sectors ripe for savvy fund managers. In this discussion, a panel of industry experts will review the opportunities.
- Which sectors have the best prospects for capturing growth?
- Has digital transformation changed the definition of infrastructure?
- How do you measure the long-term risk and return profile?
- What skills are required to manage these assets?
- What will prove the biggest influence on the changing definition of infrastructure in the next five years?
- How are investors approaching the social housing opportunity?
Speakers
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Jay joined Igneo Infrastructure Partners in 2010, becoming responsible for the team’s transactions origination and due diligence process, as well as asset management function. He currently represents Igneo on the Board of Tuatahi First Fibre in New Zealand.
Prior to joining the team, Jay worked for two years in the Commonwealth Bank of Australia (CBA). During this time, he gained experience in CBA’s strategic development and investment decision teams, where he was responsible for evaluating M&A opportunities. Jay completed a Bachelor of Commerce and Arts from the University of New South Wales, majoring in Finance and Accounting.
He is a CFA® charterholder and a graduate member of the Australian Institute of Company Directors (AICD).
Jordan Kraiten is the Head of Infrastructure at Hostplus. In this role he is responsible for all manager selection, direct investment, asset allocation, and other investment decisions related to the global infrastructure portfolio at Hostplus. In addition to developing the infrastructure strategy, Jordan contributes to the broader investment strategy of Hostplus ultimately reporting through to the Board.
Jordan has been at Hostplus since October 2012 and has over 15 years of industry experience. Prior to joining Hostplus he worked at Macquarie Bank in a variety of roles and offices, including Sydney, Houston, and New York predominantly in the Risk Management Division.
Jordan has a Bachelor of Commerce degree from the University of Monash with Honours in Finance.
Andrew joined PEP in 2007 where he co-founded and leads PEP’s Secure Assets Fund strategy. Prior to joining PEP, he was a Consultant with Bain & Company in the UK, Australia and New Zealand. He received a MBA from INSEAD and has a Bachelor of Engineering (First Class Honours) from the University of New South Wales and the Dean’s Medal.
Jared leads Northleaf’s infrastructure activities in North America, with a primary focus on transaction origination, due diligence, execution and asset management. Jared acts as the asset manager for a number of Northleaf’s infrastructure investments and serves as a director on several asset-level boards.
Prior to joining Northleaf in 2012, Jared was at ONCAP, the middle-market private equity platform of Onex Corporation, where he was involved in sourcing and evaluating principal investment opportunities and managing existing portfolio companies. Previously, he worked with the Macquarie Group as part of the Public-Private Partnerships and Industrials teams where he was primarily involved in principal acquisitions and M&A advisory assignments.
Jared received a Bachelor of Commerce (Honours with Distinction) from Queen’s University