Infralogic Investors Forum Australia 2023
The premier Infrastructure forum in Australia
Four Seasons Hotel, Sydney and Online
15
Mar
Australia: Thinking outside the box
Given the current macro environment, and that different infrastructure assets are more exposed than others to inflationary pressures, rate rises, labour shortages, supply-chain issues, and consumer spending trends, investors will be strongly considering where to invest and how to protect their portfolio. As valuations for high-quality infrastructure assets continue to climb, investors are also increasingly trying to find additional “value added” opportunities to drive greater returns throughout the asset hold period, and to determine whether more risk needs to be taken to meet the Your Future, Your Super benchmark and find deal flow. The past 12 months have demonstrated a continued demand for quality infrastructure assets. We have seen several large, listed assets being taken off the ASX, a series of Telco Towers deals, and there have been transactions in healthcare. In this session, a panel of leading domestic investors will discuss how to manage and grow a portfolio for success in challenging times.
- How do you see the inflationary environment impacting infrastructure investments?
- How is the need for value creation being managed with assets that require a hands-on operational approach?
- What is the new frontier of “core plus”?
- How do you access sustainability loans, and what is required?
- What sectors are gaining the most traction in terms of infrastructure investment?
Speakers
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Shaun has been a senior reporter, news editor and deputy editor at Infralogic covering Australia, NZ and Asia for more than seven years. Prior to that, he worked as a reporter and editor at Fairfax Media for eight years. His roles there included editor of CFO magazine, reporter on AFR Dealbook and financial services reporter for the Companies and Markets section of The Australian Financial Review.
Gregory Lovell has been an Investment Director in CDPQ’s team of infrastructure experts in Australia since 2016. The assets under his responsibility include public-private partnerships.
Mr. Lovell possesses extensive experience in transport infrastructure, social infrastructure and corporate governance. Before joining CDPQ, he worked in infrastructure investment at CP2 and Citigroup and in corporate advisory at Goldman Sachs and Royal Bank of Scotland
He holds a Bachelor of Commerce, Bachelor of Science and Master of Commerce (Hons) from the University of Melbourne. He currently sits on the Board of Directors of Plenary Asia Pacific and five of their projects – AgriBio Centre for AgriBioscience, Casey Hospital, South Australian Police and Courts, Single LEAP 1 and Single LEAP 2. He has previously worked on assets including Sydney Metro, WestConnex, Port of Brisbane and DP World Australia.
Gordon has overall responsibility for the Utilities Trust of Australia and Morrison Infrastructure Partnership. He is a member of the firm’s Asset Management Committee and Valuation Committee. Gordon is a senior infrastructure professional with 20 years of experience spanning investment management, corporate governance and corporate advisory across a wide range of infrastructure subsectors, including renewable and conventional power generation, electricity, gas and water utilities, transport and data infrastructure. Prior to joining Morrison, Gordon was a Principal in the Queensland Investment Corporation’s (QIC) Global Infrastructure business, where he led the Energy & Utilities investment team. Gordon is currently a Director of TransGrid and Uniti Group.
Gavin Kerr is a Managing Director in the Igneo Infrastructure Partners team. He is based in the Sydney office and has been with the business since 2013. Gavin is a member of the GDIF Investment Committee. Gavin represents GDIF on the boards of portfolio assets including Tuatahi First Fibre and First Gas. Prior to joining the team, Gavin held a number of senior roles at Macquarie Group over a 17 year period. During that time he focused on both infrastructure M&A and funds management in a variety of OECD and emerging markets. Gavin also spent five years with Arthur Andersen & Co (Sydney) in the Corporate Finance and Consulting group. Gavin is a Fellow of Chartered Accountants Australia and New Zealand, and has a Master of Commerce degree from the University of New South Wales, Sydney.
Andrew Jennings joined KKR in 2020 and is a member of the Asia Pacific Infrastructure team. Mr. Jennings is responsible for infrastructure investments in Australia and New Zealand, and serves on the Board of Directors of Spark Infrastructure and Ritchies Transport. Prior to joining KKR, Mr. Jennings was a sector lead for the energy & utilities team within QIC's global infrastructure business. Mr. Jennings has led transactions across various sectors including renewable energy, regulated utilities and transport. Prior to QIC, Mr. Jennings worked in Deutsche Bank's corporate finance team in both London and Sydney, specialising in infrastructure & utilities. Mr. Jennings holds a Bachelor of Engineering (Civil), with First Class Honours, and a Bachelor of Commerce from the University of Queensland.