Infralogic Investors Forum - Italy 2022

The premier Infrastructure forum in Italy

Hotel Principe di Savoia, Milan and Online

This event will be held in English

Agenda

08:30 - 09:10
CEST

Registration and coffee

09:10 - 09:20
CEST
09:20 - 10:00
CEST

Panel discussion – State of the market: investors’ strategies in Italy for 2022 and beyond

In the past, Italy might have been held back by the absence of a comprehensive investment programme and an unstable political landscape that often prevented different sectors from reaching their potential. Now it seems that the tide is turning, with a wave of infrastructure investment plans being rolled out to boost post-pandemic recovery. Public investments in infrastructure have risen to a 20-year high, while challenges loom such as a possible skilled labor shortage and soaring prices for raw materials.

  • How is the post pandemic world of infrastructure viewed by investors?  How has risk appetite changed/is changing and what gets CIOs interested?
  • Putting COP26 promises into action: is the infrastructure industry doing enough and what can investors do today?
  • Are rising inflation and interest rates a challenge?
  • Core+ strategies versus core and supercore
  • Is increasing competition and a lack of supply a challenge or an opportunity?
  • Which sectors are looking most attractive? What are the new trends emerging in the Italian market?
10:00 - 10:20
CEST

Presentation – ESG and impact investing for sustainability

The appetite for ESG-related investments in Italy is growing significantly as the country emerges from the recent social and economic crisis. More generally, the ESG agenda has played a major positive role in the Italian government’s early response to the pandemic’s economic impact when, for example, it expanded its system of tax credits to encourage energy efficiency investments in real estate.

  • Lessons in social impact investing from Italy
  • Multifaceted sustainability and interconnected global challenges
  • Zooming in on sectors as individual funds (eg circular economy)
  • Driving systemic change by investment across multiple segments: financial inclusion, new materials alongside circular economy
  • In tech investment, new business models are as important as technological innovation
Andrea Chianese
Andrea Chianese Head of Business Development, Infrastructure and Real Estate, Azimut Libera Impresa S.G.R. S.p.A
10:20 - 10:40
CEST

Presentation - Sustainability and Risk Assessment

Andrea Mignanelli
Andrea Mignanelli CEO, Cerved
10:40 - 11:10
CEST

Networking coffee break

11:10 - 11:40
CEST

In- Conversation: Keys to success in the future of digital and telecoms infrastructure

Digital infrastructure has grown in popularity with COVID-19 bringing forward demand levels by several years. Italy faces several challenges in this sector, including improving the digital skills of the population and workforce, increasing the digitalisation of businesses and fostering the offer of digital public services and accelerating the implementation of key e-government projects. The country’s recovery and resilience plan supports the digital transition with investments in connectivity, to foster the widespread deployment of very high-capacity networks, including 5G and fibre; the digital transition and innovation of the Italian production system through incentives for investments in cutting-edge and 4.0 technologies; RDI and 4.0 training activities.

  • The role of digital infrastructure in achieving sustainability targets
  • Competing with energy transition and renewables infra – what barriers does digital infra still face before it can achieve similar fundraising levels?
  • Green data centres and ESG goals
  • Where do opportunities lie in the continuing global fibre rollout?
  • Valuations of digital infrastructure assets: Gigabit connectivity in schools and healthcare facilities
  • Cyber security, critical national infrastructure and digitisation
11:40 - 12:20
CEST

Panel discussion – Transport: re-evaluating core infrastructure for a decarbonised future

The transportation infrastructure market in Italy is expected to register a CAGR of more than 5% during the next 5 years. The pandemic also adversely affected the industry in Italy but despite the crisis, the sector has been recovering to the pre-pandemic levels. Overall, concerns over the long-term economic impact of current international affairs and a much more prevalent decarbonisation agenda have not stopped investors buying into the most traditional parts of the sector, with plans to invest in the railway system  spearheading the change, followed by improving the functioning of concessions in Italian ports and simplifying the various legal frameworks for the acceleration of energy efficiency interventions and transport infrastructure projects.

  • Airport and ports: how have the last 12 months affected the growth outlook and what parts of the sector offer the best opportunities?
  • Road assets: how is the decarbonisation agenda driving infra fund interest in transport assets in Italy?
  • Zero emissions impact on bus and trolleybus city infrastructure
  • Key steps: managing the electrification of transport, facilitating sustainable fuels and reducing emissions
  • What is behind the surge in interest by infrastructure funds for rail freight assets, and what is the future of this sector in Italy and Europe?
  • New mobility
Oliver Hailzl
Oliver Hailzl Director European Infrastructure Equities, Patrizia SE
Stefano Berra
Stefano Berra Deputy Editor, Infralogic EMEA, ION Analytics
12:20 - 12:40
CEST

Networking coffee break

12:40 - 13:20
CEST

Focus on energy: the green transition and how to create value through improved efficiency and innovation

Key investment plans are underway and are supported by important reforms aimed at improving the efficiency in the use and management of water resources and local public services, increasing recycling rate, deploying of charging points for electric vehicles, increasing competition in the electric market. 

Utilities, such as generation assets and electricity and gas distribution networks, are forecast to continue to have a solid year in 2022 and beyond, with a focus on offshore wind and solar.

Navigating the energy transition looking towards to COP-27: how can business engage with net zero targets to generate investment in volatile energy markets?

  • Renewable energy: control issues and investor interests – focus on offshore wind and solar power
  • The role of gas and gas infrastructure in the energy transition
  • Are green hydrogen and green methanol the missing link in the energy transition?
  • Battery storage: is now the time for mainstream infra funds to invest?
  • What role can infrastructure play in the decarbonisation of Europe?
  • How to scale up the hydrogen infrastructures? Mobilising the industrial and financial sector to invest on the whole hydrogen value chain
  • EV charging as an infrastructure investment
13:20 - 13:25
CEST
13:25 - 14:25
CEST

Lunch