Infralogic Investors Forum Australia 2025
Four Seasons Hotel, Sydney and Online
04
Mar
Energy update: Investing for the long-term
The complexity of transitioning to renewables vs. ensuring reliable energy supply is an ongoing issue as investors look to develop and acquire platforms whilst evaluating the feasibility of gas in the medium term. Changes in governments – overseas and potentially at home – creates uncertainty over net zero policies. Understanding how to price assets can be challenging given the questions remaining over grid access and demand. The rise of AI and its voracious energy needs has intensified the push for a renewable energy. But understanding what, where and when to invest is as important today as ever as investors look to build on recent deal momentum. In this session a group of avid energy investors will share how they are thinking about the opportunity.
- How are elections and geopolitical change affecting energy investing?
- What sub-sectors of renewables are best placed to deliver in the long-term?
- What are the latest developments in battery storage and how are they being priced?
- What strategies are transition funds taking to reach their goal?
- How are investors factoring in AI energy demand into their overall thesis?
- Does gas have a role to play in bridging the gap on the road to net zero?
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SpeakersRob Clow Senior Reporter INFRALOGIC
Sam Reynolds Chief Executive Officer OCTOPUS AUSTRALIA
Brad Hopkins Partner AGP SUSTAINABLE REAL ASSETS
David Scaysbrook Co-Founder and Managing Partner QUINBROOK INFRASTRUCTURE PARTNERS
Peter Hannam Executive Director, Asset Management, Infrastructure IFM INVESTORS
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Rob Clow is a senior reporter with Infralogic in Sydney, covering energy mergers and acquisitions, project finance and trading in the Asia Pacific region.
A financial journalist with over 20 years’ experience in London, New York and Sydney, Rob has previously worked on the staff of the Financial Times, The Australian, The Australian Financial Review, the New York Post and Institutional Investor magazine.
Sam Reynolds established Octopus Australia in 2018. Octopus Australia operates under three main pillars which we believe are key to the energy transition, (i) Energy Infrastructure, (ii) Fund management; and (iii) Asset & Community Management. As CEO, Sam’s role is to lead Octopus’ culture and drive its mission to harness capital and expertise to accelerate the energy transition. Today Octopus Australia has a team 60 people, and offices in Melbourne and Sydney and has created multi-$billion fund management and energy development business.
Brad is a Partner of AGP Sustainable Real Assets with responsibility for AMPYR Australia, a part of AGP’s global renewable energy infrastructure platform. Brad has more than 15 years’ experience financing energy projects around the world, including 12 years with Macquarie Bank.
Prior to joining AGP, Brad worked at the Australian Energy Market Operator (AEMO) Services as General Manager - Commercial, responsible for the Commercial Team in charge of the design and implementation of competitive tender processes across Australia. Before AEMO Services, Brad was a Partner at KPMG leading a large corporate finance team, and played a key role in designing and implementing critical Australian energy policy initiatives.
Brad has a Master of Science (Environmental Economics) from the London School of Economics, a Bachelor of Laws (First Class Honours) and a Bachelor of Commerce from the University of Queensland.
David is co-founder and Managing Partner of Quinbrook Infrastructure Partners, a multi-award winning, specialist investment manager focused exclusively on the new infrastructure needed to drive the energy transition in Australia, the US and the UK. Quinbrook and its affiliates are owners, developers, constructors, operators and business builders across a diverse range of investments from renewable power supply solutions, storage, electricity retailing, community energy networks, biomass and anerobic digestion fuelled energy solutions, grid support, demand response and flexibility services through to the algorithmic optimisation of dispatchable assets using advanced AI data science. Quinbrook’s investment portfolio features several milestone transactions including the largest solar+storage projects ever undertaken in the US and the UK and the largest portfolio of synchronous condensers supporting the UK grid. Here in Australia, Quinbrook has commenced construction of its ‘Supernode’ battery storage project at Brendale, Queensland and is progressing a development portfolio of over 3GW of solar, wind and storage projects to serve the needs of the Townsville Green Polysilicon and Gladstone Green Iron projects.
David Chairs the firm’s investment committee, the boards of multiple portfolio companies and serves as Chair of the Advisory Committee of the Climate Investment Centre at Imperial College, London
Peter supports the development and execution of IFM Investors’ asset management framework and strategy, and providing leadership, training and support to deliver asset management excellence for the Australian infrastructure portfolio.
Peter has diverse experience, having worked across the oil, mining and telecommunication industries. Prior to joining IFM Investors, Peter worked at OZ Minerals, initially as Senior Business Analyst and later as Acting Head of Investor and External Relations. Previously, he worked as a Senior Commercial Analyst at Telstra and a Business Analyst at Anglo American. Peter is an alternative board member of NSW Ports.