Infralogic Investors Forum Australia 2024
Four Seasons Hotel, Sydney and Online
05
Mar
Global outlook: Where in the world to invest in 2024
The infrastructure industry globally is going through a challenging period, with rising interest rates and inflation, underperformance in certain sectors, prolonged and limited fundraising, and regulatory pressures. However, infrastructure players who have identified scalable growth pipelines that capture the need to modernise and update existing infrastructure across the globe will thrive. Where are the opportunities amidst this uncertainty and how are GPs from the infrastructure investing hotspots globally planning for the future? In this session, a group of expert investors from the US, Europe, and other key geographies will share their strategies as well as the assets they are targeting to deliver.
- Which sectors and regions are thriving despite the economic uncertainty?
- Has the asset class moved up the risk curve and embraced value creation to drive alpha? Is this a good thing?
- How are investors getting creative with project financing?
- What fundraising strategies have GPs employed and is flexibility key?
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SpeakersAdam Stapledon Head of Banking & Finance CORRS CHAMBERS WESTGARTH
Sam Franklin Managing Director EQT PARTNERS
Jo Spillane Executive Director, Global Head Private Capital Markets MACQUARIE CAPITAL
Maria Guo Director, Unlisted Infrastructure & Timberland FUTURE FUND
Jon Kelly Senior Managing Director, European Head of Infrastructure BLACKSTONE
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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.
Sam Franklin joined EQT Partners in July 2019.
Prior to joining EQT Partners, Sam was an Associate at Affinity Equity Partners in Sydney, focusing on private equity investments in the Financial Services, TMT, Data & Digital and Consumer Sectors.
Prior to Affinity, Sam worked at Macquarie Capital in Sydney and Deutsche Bank in New Zealand. Sam holds a Bachelor of Commerce degree from The University of Auckland, New Zealand.
In her role, Jo advises government, corporate and financial sponsor clients on access to equity capital for significant private capital transactions across sectors such as infrastructure and energy, telecommunications, healthcare and transport. Since 2015, PCM has raised over AUD230bn of equity for these deals.
Jo is responsible for Macquarie Capital’s relationships with many of the worlds’ largest institutional investors, including pension funds, superannuation funds, sovereign wealth funds and asset managers. She provides advice and guidance to these investors on deal flow and investment opportunities that meet individual mandates and strategic objectives.
Jo leads a global team of executives covering North America, UK/Europe, Japan, Korea and China and is responsible for the global connectivity of capital flows for transactions across these regions.
Jo has been with Macquarie for over 25 years in a range of leadership roles and businesses spanning both listed markets and private capital.
She is on the Infrastructure Partnerships Australia Advisory Board, and is a member of Chief Executive Women, the Hawthorn Club and sits on the Hawthorn Club Membership Committee for APAC.
Jo is passionate about diversity, equity and inclusion and is a proud parent to three children.
Mr. Kelly is a Senior Managing Director in the Infrastructure Group and European Head of Infrastructure for Blackstone, based in London. Since joining Blackstone, Mr. Kelly has been involved in the execution of Blackstone Infrastructure’s investments in Autostrade per I’Italia (ASPI) and Mundys, while also serving on the Board of Directors for ASPI, Mundys, including Mundys’ subsidiaries Abertis and Telepass, and Phoenix Tower International. Mr. Kelly also currently serves on the Board of Directors of The Childhood Trust.
Prior to joining Blackstone in 2020, Mr. Kelly was a Managing Partner at Brookfield Asset Management, where he spent over 12 years. During his time at Brookfield he worked in various global offices including in Australia, Europe and North America. His most recent role at Brookfield was as Head of Europe for Brookfield Infrastructure, as well as Global Chief Investment Officer for Data Infrastructure and Utilities. He previously served as a Director of BUUK Infrastructure, Wireless Infrastructure Group, TdF, Ascenty, Evoque Data Centers, Enwave North America, among others. Prior to joining Brookfield, Mr. Kelly worked at CIBC World Markets.
Mr. Kelly graduated from Queen’s University with a Bachelor of Commerce (Hons.) in 2005.