Infralogic Investors Forum New York

In-person registration is now closed.

Conrad New York Downtown, 102 North End Avenue, New York, NY 10282

07 Jan

What are the challenges and solutions for investing in transportation infrastructure M&A?

The transport sector has faced many challenges in the past few years, particularly due to the pandemic and its associated lockdowns and travel restrictions. However, in the past 12 months, we have started to see a return to a level of normality in terms of consumer demand and a rebound in investor interest. Yet despite traffic returning to pre-pandemic levels and even exceeding them in 2023, not everything is back to normal. Hybrid working patterns are still in place, resulting in less commuting to city centres. Higher inflation, and the ongoing volatility of the conflicts in Ukraine and the Middle East also impact the sector. Additionally, the need to meet sustainability goals, particularly regarding reducing the carbon footprint and achieving net-zero goals, also provides its own challenges. During this session, panellists will discuss the challenges that investors are facing and will outline where the next set of opportunities lie for the year ahead. 

  • What concessions do sellers need to make to close deals in 2024? 
  • Logistics and supply chain management 
  • EV charging and clean energy initiatives  
  • How can investors best take advantage of macro changes in the US economy such as the changing energy landscape or the trend to EV or intermodal? 
  • How can transportation strategics and financial sponsors best tap additional resources or capital to pursue new opportunities? 
  • What are the potential sources and drivers of new dealflow? 
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  • Speakers keyboard_arrow_down
    Nanda Kamat Managing Director and Head of Infrastructure for the Americas MUFG Bio
    Ryan Holbrook Senior Vice President Brookfield Infrastructure Bio
    Amit Rikhy Co-Founder & CEO CAG Holdings, LLC Bio
    Eric Lane Managing Director JLC Infrastructure Bio
    Patrick Selinger Partner Winston & Strawn Bio