Infralogic Investors Forum Australia 2025
Four Seasons Hotel, Sydney and Online
04
Mar
LP viewpoint: Picking a path for infrastructure
Two big questions are front of mind for LPs as they consider their infrastructure strategy - should they be building a team of dealmakers and back-office professionals capable of delivering a global direct investment program, and how far to move up the risk curve to growth infrastructure-like investments in the hunt for bigger returns. Alongside these big decisions, LPs must grapple with macro issues and market uncertainty impacting liquidity and investment pacing. In this session a group of seasoned LPs will share how they are viewing the infrastructure asset class and their plans.
- How are LPs thinking about building teams for direct investing and co-investments vs funds?
- What level of risk can LPs tolerate from infrastructure in the hunt for greater returns?
- What sectors and geographies are front of mind considering global macro political and economic uncertainties in 2025?
- How much of an impact does the slowdown in DPI have on the ability to commit capital?
- Where does infrastructure sit in an overall portfolio and is this changing as the asset class characteristic evolve?
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SpeakersKen Licence Managing Director PRINCIPLE ADVISORY SERVICES
Gary Greene Investment Manager – Infrastructure HESTA
Chloé Brayne Executive Director, Head of Unlisted Assets & Private Equity COLONIAL FIRST STATE
Alex Miller Senior Investment Director, Infrastructure CBUS
Marcia Cameron Head of Real Assets Direct REST
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Ken Licence joined Principle in 2009 and was appointed to the role of Managing Director in December 2010. Mr. Licence has over 25 years’ financial services experience across a range of investment strategies including property, private equity and infrastructure. He has held senior management positions with Lend Lease, Deutsche Asset Management, and CP2, assisting major domestic and international institutional clients.
Mr. Licence has been a Board Member of the Association of Superannuation Funds of Australia (NSW) and holds a Bachelor\ of Commerce from Griffith University and a Masters of Business Administration from the University of Queensland.
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 $80 billion in funds under management.
The infrastructure portfolio is approximately A$9 billion and includes funds, co-investments and direct investments across a range of sectors and regions.
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.
Chloé is Head of Unlisted Assets and Private Equity at Colonial First State, where she oversees CFS’s unlisted assets program. Chloé has 17 years of combined experience in investing, mergers and acquisitions and asset governance, including at Caisse de dépôt et placement du Québec (CDPQ) and AustralianSuper. Prior to this, Chloé 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 leading teams in private markets transactions as well as bringing strategic, financial and governance principles to broader asset management. Chloé is also an experienced company director and has held directorships on the boards of Westconnex, Plenary, Port of Brisbane, Sydney Metro and Transurban Queensland.
Alex has over 25 years of investment and infrastructure experience spanning superannuation, infrastructure advisory, project finance, energy infrastructure and government.
Alex joined Cbus in 2016 and is currently Senior Investment Director, Infrastructure. His responsibilities include leading deal teams on the origination, execution and asset management of direct investments (including brownfield, greenfield and digital infrastructure investments), co-investments and fund manager investments for the Cbus Infrastructure team.
Alex has previously held senior roles including at KPMG (Infrastructure and Projects Group), Lloyds Banking Group (Project Finance), EnergyAustralia Network, Duke Energy International and Queensland Treasury. Alex holds postgraduate and undergraduate degrees in economics.
Marcia is an accomplished senior financial services executive with extensive experience across asset management, mergers & acquisitions, debt & capital management, public private partnerships and impact investment having worked in private and public sector in Australia and overseas. Prior joining REST, Marcia worked in the Real Assets team in AustralianSuper where she oversaw their global asset management program in addition to representing the fund as nominee director in two of their direct investments. Before AustralianSuper, she worked for NSW Treasury in their transactions team overseeing the State’s asset recycling program and various global financial institutions including Deutsche Bank, Citi, Barclays Capital and GE Capital.
Marcia holds a Master in Business Administration from MGSM, a Master in Portfolio Management from ESEADE and a degree in Business from Universidad Nacional de Lujan. Marcia is a graduate of the Australian Institute of Company Directors.