Infralogic Investors Forum Australia 2024
Four Seasons Hotel, Sydney and Online
05
Mar
Australia: Building conviction
Who, how, and when for the next fundraise? Where are the growth opportunities? Is the bid–ask spread aligned? Is debt available and at what cost? Australian industry players are grappling with these big questions and no doubt it has been a quiet market in the past year. However, there is cause for optimism: debt is still available, particularly in the mid-market where activity is strong, and deal activity is picking-up, with deals in the transport and energy sector expected alongside a number of private equity–style opportunities. In this session, a group of investors will share their strategy for survival, including whether they are planning to fundraise, searching for a home for dry powder, or on the hunt for an attractive exit.
- Which sectors are providing the best deal flow and do these assets fit neatly into the infrastructure bucket, or is that concept now redundant?
- Which models are investors using when approaching investments into social infrastructure assets?
- How are investors building platforms for economies of scale across greenfield opportunities?
- How are GPs dealing with the pressure to deliver DPI to investors?
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SpeakersShaun Drummond Deputy Editor, APAC INFRALOGIC
Michael Bessell Co-Head of Infrastructure DEXUS
Paul Bernath Managing Director, Infrastructure & Australia Office Head CANADA PENSION PLAN INVESTMENT BOARD
Danny Latham Partner, Head of Australia and New Zealand IGNEO INFRASTRUCTURE PARTNERS
Chloé Brayne Director, Infrastructure CDPQ AUSTRALIA
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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.
Michael is Co-Head of Infrastructure at Dexus. He has more than 30 years of investment management and investment banking experience, with a focus on mergers and acquisitions, equity raising and developing infrastructure projects. He has worked in Europe and North America and has led teams undertaking investments in Europe, Australasia and North America.
He is a member of the Dexus Infrastructure Investment Committee and a Director of Powerco NZ and Dexus Investment Services Pty Limited and was previously Executive Chairman of AMP Capital Investors Limited and a Director of Opal Healthcare.
He holds a Bachelor of Laws (Honours) and a Bachelor of Economics, both from the Australian National University in Australia, a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia and is a Graduate Member of the Australian Institute of Company Directors.
Paul Bernath is responsible for leading CPPIB’s Infrastructure presence in the Asia Pacific region (ex-India), and for identifying, executing and managing significant infrastructure investments. Mr. Bernath is also CPPIB’s Australia Office Head and is based in Sydney, Australia, having previously been based at CPPIB’s Toronto headquarters.
Prior to joining CPPIB in 2014, Mr. Bernath spent over 10 years focusing on public and private mergers and acquisitions, capital markets and restructuring projects and large infrastructure transactions, including time as a corporate attorney at Allens Linklaters and as an M&A transaction consultant, based in Australia and the USA.
Mr. Bernath holds a BSc (Hons) (Pharm.) from the University of Melbourne and an LLB (Hons) from the Melbourne Law School; and has also studied on exchange at the University of British Columbia.
Mr. Bernath is a non-executive director of Pacific National, WestConnex and NorthWestern Roads Group, and is a member of the Board of Commissioners for the Cikopo-Palimanan (Cipali) toll road in West Java, Indonesia.
Danny Latham is a Partner in the Igneo Infrastructure Partners team. He is based in Sydney and has been with the business since 2007. Danny is primarily responsible for GDIF portfolio management and business development including fundraising and deal origination. Danny is a member of the infrastructure investments Senior Management Team and the GDIF, EDIF I and II Investment Committees. Danny currently sits on the board of directors of coNEXA . Prior to joining the team, Danny was director of RREEF Infrastructure based in London and Sydney, with responsibilities for portfolio management, asset acquisition and asset management and was Senior Partner and a foundation member of AMP’s infrastructure team in 1994. Danny has a Masters of Applied Finance and a Bachelor of Economics from Macquarie University, Sydney.
Chloé Brayne is a Director in CDPQ’s team of infrastructure experts in Australia. Her role includes supporting the development and execution of infrastructure investment and asset management activities across Australia and New Zealand. She is also responsible for the management activities of selected investments such as WestConnex, Port of Brisbane, Plenary and NRT (Sydney Metro).
Ms. Brayne has over 13 years of combined experience in infrastructure investing, mergers and acquisitions and asset governance, including at AustralianSuper, where she more recently led its investment into WestConnex 2 and managed its holdings in Transurban Queensland and WestConnex. Prior to this, she spent six years in Paris, France, where she worked at a global infrastructure contractor focussing on PPP bids, execution and delivery across Northern Europe. Her expertise is in bringing governance, financial and strategic principles to both origination and deal execution as well as broader asset management.
Ms. Brayne is a graduate of the Australian Institute of Company Directors and holds a Masters of IP Law, Bachelor of Law and Bachelor of Science from the University of Melbourne. She sits on the Board of Directors of WestConnex, Port of Brisbane, Plenary and NRT. Her previous board appointments include WestConnex (for AustralianSuper) and Transurban Queensland.