07
Nov
Opening panel discussion – Generating value amidst uncertainty
Fundraising activity for infrastructure funds is picking up and M&A deal flow is improving after a difficult 2023, but plenty of uncertainty remains. Inflation and interest rates appear to be stabilising, but geopolitical tensions persist and regulatory risk for some core infrastructure assets has never been higher. How are infrastructure investors navigating these choppy waters?
In this scene setting session panellists will discuss:
- Has fundraising returned to form in 2024 and how is it expected to evolve in 2025?
- Is the gradual lowering of interest rates influencing infrastructure funds’ investment decisions?
- Is the M&A market fully open in all infrastructure and energy sectors? Are there valuation gaps and where are they felt more acutely? Are more M&A deals being cancelled or delayed because of this?
- Is concentration among GPs playing a role in shaping fundraising and investment decisions? Are mid-cap funds still attractive as their larger peers get bigger?
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SpeakersSikander Rashid Head of Europe Brookfield Infrastructure Group
Alastair Hall Senior Managing Director & Head of Europe OMERS Infrastructure
Serkan Bahceci Partner Arjun Infrastructure Partners
Neale Marvin Managing Director DC Advisory
Talya Misiri Senior Reporter Infralogic
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Sikander Rashid is the Head of Europe for Brookfield’s Infrastructure Group. In this role, Mr. Rashid is responsible for overseeing all infrastructure investment and portfolio management activity in the region. Mr. Rashid is also the Head of Europe for Brookfield Asset Management, with responsibility for overseeing the Asset Manager’s business activities in the region.
Mr. Rashid joined Brookfield in 2012 and has held progressively senior roles within the organization. Mr. Rashid holds a Bachelor of Mathematics degree from the University of Waterloo and is a member of the Canadian Institute of Chartered Professional Accountants.
Alastair is Senior Managing Director, Europe for OMERS Infrastructure, and is based in London where he oversees the organization’s investment activity and team in the region.
Since joining OMERS in 2014, Alastair has played a critical role in the growth of the European team. Prior to assuming responsibility for the overall program, he led or managed OMERS’s investments in Ellevio, Net4Gas, Associated British Ports, High Speed 1, Caruna, SGN and MapleCo.
Before joining OMERS, Alastair worked in investment banking at Deutsche Bank and Bank of America Merrill Lynch advising clients on European utilities and infrastructure transactions. He holds an MA in Philosophy, Politics and Economics from the University of Oxford.
Profile to follow shortly.
Neale Marvin is a Managing Director of the Infrastructure team at DC Advisory, where he leads a team of over 20 investment bankers covering both M&A (sell-side and buy-side) and debt advisory. Marvin has over 15 years’ experience in the sector, working on deals across utilities, toll roads, airports to ports and rail – as well as more core plus sectors such as smart meters, ferries, motorway services, towers and waste.
Marvin joined DC Advisory from JP Morgan, where he was head of the Infrastructure Finance platform. Previous to that, Marvin was a senior member of the Infrastructure Finance team at Dresdner Kleinwort.