Infralogic Investors Forum Australia 2023
The premier Infrastructure forum in Australia
Four Seasons Hotel, Sydney and Online
15
Mar
LP spotlight: Staying the course
LPs investing in infrastructure are faced with a range of challenges as they brace for a downturn and decide how best to act. Budget constraints after a wave of re-ups, valuation concerns, Your Future, Your Super benchmarking, and macro-issues cascading down to geographic and sector worries – all of this means that LPs must be deliberate in how and when to allocate to be defensive but flexible to find the best opportunities that fit the infrastructure bucket. In this panel, with ESG and impact considerations also taking centre stage for many LPs, a group of experienced investors will share how they are looking to the future at a time when knowing where and how to invest – via a pooled fund or direct – and identifying the sectors and geographies that can deliver growth are critical to delivering strong returns.
- How is an increasing inflation and interest rate environment changing the way you invest return expectations?
- How has Your Future, Your Super impacted investment decisions?
- Which geographies, fund types, and GP relationships are LPs seeking?
- What are the challenges associated with measurement and monitoring in ESG?
- How do you think about the role that listed infrastructure can play in your portfolios?
Speakers
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Ken Licence joined Principle in 2009 and was appointed to the role of Managing Director in December 2010. Mr. Licence has over 25 years’ financial services experience across a range of investment strategies including property, private equity and infrastructure. He has held senior management positions with Lend Lease, Deutsche Asset Management, and CP2, assisting major domestic and international institutional clients.
Mr. Licence has been a Board Member of the Association of Superannuation Funds of Australia (NSW) and holds a Bachelor\ of Commerce from Griffith University and a Masters of Business Administration from the University of Queensland.
- Ilan has over 22 years of experience in investment and asset management and structuring and managing debt processes across multiple infrastructure businesses
- Currently serves on the boards of Spark Infrastructure, Victoria Power Networks, SA Power Networks, the Sydney Desalination Plant and Connexa
- Previously responsible for the transition of the Victorian Land Registry from the Victorian Government and prior to that led the Australian New Investments team at Hastings Funds Management
Gary is an Investment Manager Infrastructure at HESTA. HESTA is an Australian industry superannuation fund for workers in health and community service sectors and has $56 billion in funds under management.
The infrastructure portfolio is approximately A$7 billion and includes funds, co-investments and direct investments across a range of sectors and regions.
Gary was previously a Senior Manager Infrastructure at New South Wales Treasury Corporation (TCorp)
and prior to that in the corporate transactions & strategy departments of major listed companies (Origin Energy and APA Group) as well as consulting (PwC Transaction Services, Sydney & UK).
Gary is a Chartered Accountant, holds a Masters of Applied Finance from Macquarie University, a Masters in Computer Science and a Batchelor of Civil Engineering.
Jiren Zhou is a Portfolio Manager - Infrastructure & Direct Assets at Aware Super. His key responsibilities include deployment, asset management and portfolio management of Aware Super’s infrastructure portfolio. Jiren has 20 years’ experience in infrastructure investment and financial services, and has held senior roles in Plenary Group and AMP Capital Investors prior to joining Aware Super in 2022. Jiren led and participated in over $15 billion of transactions in renewable, utility, transport, telecommunications and social infrastructure sectors across Australia, New Zealand, North America, and Asia, and successfully deployed over $8 billion capital in more than 30 deals. Jiren is an experienced company director, held multiple board positions in portfolio companies, with a solid focus on operational & ESG performance, risk management and capital structure management. Jiren started his career at Pacific Equity Partners, a leading private equity manager in Australia.
Jiren holds a Bachelor of Commerce degree and a Master of Applied Finance degree both from Macquarie University, Sydney. He is a qualified Chartered Accountant and a graduate member of the Australian Institute of Company Directors.
Matthew is a Senior Manager in the Rest Investments (Infrastructure) team, with portfolio responsibilities for Rest’s infrastructure assets located in America and Europe.
Matthew has over 15 years experience in private investment markets, and infrastructure procurement. Prior to joining Rest in 2010, he was a Development Manager with Thiess and previously held engineering roles with Aurecon and Mott MacDonald(UK).
Matthew is a CFA® charterholder.