03
Mar
LP viewpoint: How, when and where for infrastructure
For LPs of all sizes and strategies, several key issues are shaping their approach as they drive infrastructure portfolios and plans into 2026 and beyond against a backdrop of macro-economic and political uncertainty. Top priorities include recycling out of long-held, non-strategic core exposures, further diversifying offshore and establishing a local presence, deciding when to commit to blind pool funds, navigating the rise of private wealth LPs and making sense of continuation vehicles. In this session a group of seasoned LPs will share how they are viewing the infrastructure asset class and their plans.
- Institutional capital meets private wealth – how will the two play a part in the future of infrastructure investment without friction?
- Risk-return profile, sectors, new assets, secondaries – what are LPs looking for that they haven’t found yet?
- Are external managers back in favour? If so, under what circumstances are LPs choosing to work with them?
- How are LPs approaching offshore diversification? Does success require having a team on the ground in those markets?
- How are LPs thinking about recycling their current portfolios and deploying new investments?
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SpeakersJames Cowper Director Principle Advisory Services
Maria Donnelly Senior Portfolio Manager - Infrastructure Aware Super
Jordan Kraiten Head of Private Markets and Infrastructure Cbus
James Turner Senior Investment Manager Commonwealth Superannuation Corporation
Martin Randall Head of Private Markets LGT Wealth Management
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James is a Director at Principle Advisory Services, a leading Australian investment management advisory and distribution firm.
James covers the Australasian institutional and wholesale investor market and specialises in private markets investments including private equity/venture capital, unlisted infrastructure, real estate, and alternative credit strategies. James has over 17 years’ fundraising and product design experience in the Australasian market.
James was named one of PEI’s 40 under 40: Future Leaders of Private Equity in 2020.
James holds a Bachelor of Arts from the University of Sydney as well as a Master of Commerce from the same university, majoring in Finance and Commercial Law. James is a CFA Charterholder and is a former Director and Treasurer of the CFA Society of Sydney.
Jordan is the Head of Private Markets and Infrastructure at Cbus. In this role he is responsible for establishing and delivering the Infrastructure asset class strategy and overseeing the Property and Private Equity strategies. Jordan is a member of the Investment Leadership Team and reports directly into the CIO and Investment Committee.
Jordan has been at Cbus since January 2024 and has over 20 years of industry experience. Prior to joining Cbus, Jordan spent 11 years at Hostplus as the Head of Infrastructure and 8 years at Macquarie Bank in a variety of roles and offices, including Sydney, Houston, and New York predominantly in the Risk Management Division.
Jordan has a Bachelor of Commerce degree from the University of Monash with Honours in Finance.
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.