Infralogic Investors Forum Australia 2023
The premier Infrastructure forum in Australia
Four Seasons Hotel, Sydney and Online
15
Mar
Global outlook: Conviction in uncertain times
The global economy faces diverse and complex challenges. However, the infrastructure asset class offers inflation protection, defensiveness, high yield, and exposure to structural growth drivers, all of which should be attractive to investors in 2023. Secular trends such as digitalisation and decarbonisation will continue to drive the need for new investments. That said, macro conditions have worsened significantly. Investors can no longer count on cheap credit to boost investment returns, and 2023 could potentially be a tough year for fundraising as LPs retract due to weak public markets and budgeting issues. One thing is for certain, more reflection and rigor are needed in investment and asset management strategies to deliver positive outcomes.
- How are investors measuring different types of risk, and which geographies, sectors, and strategies are positioned to thrive amidst the geopolitical adversity?
- How is policymaking currently shaping the infrastructure investment market?
- Why are infrastructure valuations staying higher than anticipated, and will it remain this way?
- Where are exits and liquidity likely to be found?
- How do you effectively manage data and technology for ESG integration and reporting?
Speakers
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Adam Stapledon is the Head of Banking & Finance at Corrs Chambers Westgarth. He has over 25 years’ experience advising sponsors, borrowers and lenders in Australia and the Asia Pacific region, focusing on project and acquisition financing transactions across the infrastructure, renewables, energy and resources sectors.
Adam is consistently recognised as a leading lawyer by respected industry publications such as Chambers Asia-Pacific and Chambers Global, Best Lawyers and Legal 500. He has lectured on syndicated lending at the University of Sydney and is a member of the APLMA project finance sub-committee.
Prior to joining Corrs in July 2022, Adam was Head of Debt and Projects in Australia for a top tier global law firm.
Darren is a Senior Managing Director with Stonepeak. Before joining Stonepeak, Darren was a Senior Managing Director and Global Head of Telecommunications, Media & Technology (TMT) with Macquarie Capital having joined Macquarie Group from Bankers Trust Australia in 1999. During his 25-year career at Macquarie, Darren worked across various industries and geographies including being based in London for ten years. Since 2011, Darren has been located in Sydney and focused on opportunities in Asia Pacific. He was a member of Macquarie Capital’s Global Executive Committee as well as a board member for several operating subsidiaries. Darren received a Bachelor of Commerce and Bachelor of Laws (Honors) from the Australian National University.
Ken Wong joined EQT Partners in October 2018 and is the Head of Asia Pacific, Infrastructure.
Prior to joining EQT, Ken worked at Affinity Equity Partners focusing on private equity investments in the technology, media, telecommunications and consumer sectors. Prior to Affinity, Ken worked at Macquarie Capital, based in Melbourne.
Ken holds a Bachelor of Commerce (Honours) degree from The University of Melbourne.
Speaker bio coming soon
Ross co-founded QIC Global Infrastructure (‘GI’) in early 2006. Ross provides overall leadership to the team which currently manages 23 direct investments across six countries, out of five offices located in Australia, UK and US. He has had oversight as a member of the QIC Global Infrastructure Investment Committee of all of the team’s investments. In addition to his infrastructure responsibilities, Ross is also a member of QIC’s Executive Management Committee.
Ross has over 30 years of experience in the field of corporate finance and funds management with specialist skills in infrastructure, asset management, capital raisings and M&A.
Prior to QIC, Ross was with AMP Capital from 2000 to 2005. He co-led the AMP team responsible for the creation of the Diversified Utility and Energy Trusts (DUET). After which he was seconded into the management joint venture between AMP Capital and Macquarie Bank established prior to DUET’s listing on the ASX in August 2004. He was DUET’s Chief Operating Officer until his departure to QIC. Prior to joining AMP Capital, Ross worked for ABN AMRO and BZW in their Australian Infrastructure Corporate Advisory and London M&A teams and with Ernst & Young in their Sydney Corporate Tax division.
Ross is currently a director at Generate Capital.
Ross holds a Bachelor of Commerce and Bachelor of Law from the University of Queensland.
Mary Zhu is a Senior Vice President within Brookfield’s Infrastructure investments team. In this role Ms. Zhu is responsible for the origination, execution and management of digital infrastructure assets in APAC.
Prior to joining Brookfield in 2019, Ms. Zhu held roles in the M&A and corporate development team at Telstra, where she worked on a number of deals across its enterprise networks and services, health and software sectors. Ms. Zhu also held roles in Macquarie Capital’s DCM and TMET teams.
Ms. Zhu holds a Bachelor of Laws and Bachelor of Commerce from the University of New South Wales.