Infralogic Investors Forum Australia 2024
Four Seasons Hotel, Sydney and Online
05
Mar
LP viewpoint: Planning for the future
As turbulence enters the economy, LPs are having to think harder about manager selection processes, portfolio construction, and risk appetite in order to make the right choices for the market cycle ahead. The denominator effect, slowdown of DPI, Your Super benchmarking, and macro issues cascading down to geographic and sector concerns – all these mean that LPs must be strategic in who, how, and when to allocate. This approach ensures they are defensive yet flexible in finding the best growth opportunities. In this panel, 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.
- Which funds, strategies, and geographies are LPs committing capital to in 2023 and beyond?
- Will we see more sales due to super fund consolidation?
- How much of an impact does the denominator effect and slowdown in DPI have on fundraising and future manager selection?
- Are we seeing a consolidation of GP relationships?
- How has Your Future, Your Super impacted investment decisions and is this likely to change?
- What role will infrastructure secondaries have in investor portfolios in the future?
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SpeakersMatthew Dickson Senior Manager, Infrastructure Investments REST
Gary Greene Investment Manager – Infrastructure HESTA
James Turner Senior Investment Manager COMMONWEALTH SUPERANNUATION CORPORATION
Owen Lewis Portfolio Manager, Infrastructure TELSTRA SUPER
Maria Donnelly Senior Portfolio Manager - Infrastructure AWARE SUPER
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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.
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.
James is a Senior Investment Manager at Commonwealth Superannuation Corporation, which provides superannuation services to over 700,000 employees of the Australian Government and members of the Australian Defence Force. James has over 15 years’ experience in investing in and advising on infrastructure assets, and at CSC he looks after CSC’s direct and indirect investments in infrastructure assets.
Owen is a Portfolio Manager at Telstra Super responsible for the management of the Infrastructure portfolio. Owen has over 9 years’ Infrastructure experience across origination, asset management and portfolio construction. Prior to Telstra Super, he worked at Rest in the Private Markets team. In his spare time, he is a keen swimmer and a not-so-keen runner. Owen is a CFA® charterholder.