Infralogic Investors Forum Australia 2025
Four Seasons Hotel, Sydney and Online
04
Mar
Australia update: All change
There has been a seismic shift in the way investors are viewing infrastructure investing. Once a haven for super core assets with risk adjusted long-term stable yields, a pivot to core+ and value add opportunities is prevailing, driven by super fund’s portfolio strategy shifts post-mergers and the need to beat the new industry performance benchmark. By March the expectation is that the deal market will have picked up as the bid-ask spread closes. It will be intriguing to see the direction long-term players take as they look to commit capital to the asset class and attract LPs when they next hit the fundraising trail.
- What are the predictions for deal pace and valuations in 2025?
- Why are investors climbing up the risk curve from core to value-add?
- Where are the returns coming from and how are GPs fundraising plans taking shape?
- Where is the best value-add opportunities – healthcare/digital infra/education/social infrastructure?
- Is there a contrarian view to invest in super core and wait for the appetite to return?
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SpeakersShaun Drummond Managing Editor, Asia Pacific INFRALOGIC
Maria Guo Director, Unlisted Infrastructure & Timberland FUTURE FUND
Ani Satchcroft Senior Managing Director, Co-Head of Infrastructure for Asia-Pacific MACQUARIE ASSET MANAGEMENT
Marc Benscher Director IGNEO INFRASTRUCTURE PARTNERS
Nik Kemp Executive General Manager, Growth Markets DEXUS
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Shaun is managing editor, APAC, for Infralogic. Prior to that he was deputy editor, news editor and senior reporter at Infralogic where he has covered Australia, NZ and Asia for eight years. Prior to that, he worked as a reporter and editor at The Australian Financial Review 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 AFR.
Ani is the Co-Head of Infrastructure for Asia Pacific at Macquarie Asset Management (MAM). The MAM Asia Pacific Infrastructure and Agriculture teams manage assets across more than 80 investments in the infrastructure and agriculture sectors. The teams comprise more than 100 people across nine markets and in more than a dozen locations. In her role, Ani is responsible for overseeing the asset management activities of these teams and is a member of the Investment Committees of numerous funds.
Ani has led major acquisitions in Australia and New Zealand across various infrastructure sectors, including digital, utilities and transport. She sits on the board of several portfolio companies, including VicRoads, Vocus Group.
Prior to joining MAM, Ani worked for several other infrastructure fund managers in London and Sydney, with a focus on regulated utilities and transportation assets across Europe. She has also worked as a Portfolio Manager in the listed infrastructure space.
She holds a Bachelor of Commerce and Bachelor of Laws (first class honours) from the University of Sydney and a Master of Business Administration (high distinction) from Harvard Business School, where she was a Baker Scholar.
Marc Benscher is a Director and a Fund Manager in the Igneo Infrastructure Partners team. He is based in Sydney and has been with the business since 2007. Marc is primarily responsible for the management of the Wholesale Infrastructure Income Fund (WIIF) and other mandate accounts, including portfolio construction, client engagement and strategy. Marc is also involved in deal origination and asset management for our funds and mandates; namely in waste management and recovery sectors. Marc sits on the Boards for Integrated Waste Services (IWS) and WM New Zealand (WMNZ)
Marc joined from the Commonwealth Bank of Australia where he spent three years performing roles in the treasury, investment due diligence and internal consulting functions of the Bank.
Marc has a Master of Applied Finance from Macquarie University and a Bachelor of Commerce from the University of New South Wales.
Nik Kemp is Executive General Manager, Growth Markets, with accountability for sectors in which Dexus is actively building capability and scale. These include Dexus’s $10.9 billion Infrastructure business, Alternative Investments and Healthcare. He oversees the strategy, investment decisions and performance of a diverse portfolio of investments across the real asset spectrum.
Nik has more than 25 years of experience in investing including roles for leading financing and investment banking organisations. Prior to joining Dexus, Nik held roles at AustralianSuper, Capella Capital, Babcock & Brown, ABN AMRO, Henderson Global Investors and Boston Consulting Group.
Nik holds a Bachelor of Engineering and Bachelor of Commerce from University of Melbourne.