Infralogic Investors Forum - New York 2022

The Infralogic Investors Forum New York returns in-person to New York!

Convene 117 West 46th Street, New York & Online


08:00 - 09:00


09:00 - 09:05

Chair's opening remarks

Kyle Younker Managing Editor - Americas, Infralogic
09:05 - 09:10

Infralogic Infrastructure M&A update

Kicking off this year’s forum, the Infralogic team will share the latest analysis and data from the Infralogic platform, setting the stage for what’s to come in infrastructure and energy investing in 2022. 

Kyle Younker Managing Editor - Americas, Infralogic
09:10 - 09:30

On-stage keynote interview - reshaping the infrastructure and energy landscape

In a candid on-stage interview, Pooja will talk about investment opportunities in clean energy and also give an overview of infrastructure investment in the US.

Kyle Younker Managing Editor - Americas, Infralogic
09:30 - 10:15

Opening panel: State of Infrastructure investing in North America 

Infrastructure and energy M&A in the United States jumped to USD 122bn worth of closed deals in 2021 from USD 102bn the year prior, according to Infralogic data. Delegates will have the opportunity to hear panelists discuss the latest trends in financing transactions, unlocking value from assets, working with LPs on raising capital and other issues of the day.   

  • How did investor attitudes to risk change in the past 12 months?  
  • Which assets will prosper, and which will suffer in the  Biden era?  
  • How are investors adding value to portfolio companies? Should infra funds adopt the private equity playbook? 
  • What is the future for core infrastructure investing as many funds look to new markets in search of higher returns? 
10:15 - 10:40

Fireside chat: How are Infrastructure investors prioritizing investment opportunities in an uncertain time? 

The aftermath of the COVID-19 pandemic and now Russia’s invasion of Ukraine will leave deep marks in the global economy, from shifts in geopolitics to rising energy prices and other inflationary pressures. In this session, speakers will discuss how investors are responding to these changes: 

  • How are infrastructure investors evaluating opportunities in the post-Covid era? 
  • How will Russia’s war affect investment in energy infrastructure?  
  • What type of infrastructure assets are most attractive in the current economic environment? 
  • Are funds responding quickly enough to changing investor needs?  

10:40 - 11:10

Morning refreshments and networking break  

11:10 - 11:35

 Fireside chat: How are investors prioritizing opportunities in the wake of US infrastructure legislation? 

The USD 1.2bn US Infrastructure Investment and Jobs Act marks one of the biggest planned investments in infrastructure and energy ever. Market participants have celebrated the infrastructure bill’s increased recognition of the benefits of private investment, and investment funds are jostling to help close the infrastructure gap in the US. This panel will discuss the broad impact the legislation is expected to have on infrastructure and energy investing. 

  • How are infrastructure investors evaluating opportunities following passage of the Infrastructure Investment and Jobs Act?  
  • What type of infrastructure assets are hedged against inflationary pressures caused by supply chain issues and government stimulus? 
  • What are the most promising opportunities in emerging sectors or technologies facilitated by the new legislation?
Jessica Jennings
Jessica Jennings Legislative Director, National Association of Counties
11:35 - 12:20

Panel discussion: Opportunities in digital infrastructure 

Against a backdrop of soaring inflation and labor and material shortages, data center and fiber investors are contending with frothy valuations and pricing pressures from their assets’ customers. Meanwhile, wireless tower dealmaking slowed in 2021 as firms held onto such assets, anticipating increased demand from the roll out of 5G. Delegates will have an opportunity to hear panellists discuss the latest trends and drivers in the digital infrastructure market. 

  • Where can funds find value in today’s environment? 
  • Will there be further vertical integration throughout the industry and what will be the corresponding opportunities? 
  • How are investors assessing industry leverage levels, pricing pressures and macroeconomic headwinds?  
12:20 - 13:20

Lunch break

13:20 - 13:35

Keynote presentation: Addressing the risk of inflation, an overview of macroeconomic trends and forecast for 2022 and beyond

13:35 - 14:00

 Fireside chat: The current ESG landscape for infrastructure investors 

Every company and every industry will be transformed by the transition to a world of net-zero greenhouse gas emissions. With an unprecedented amount of capital looking for new ideas, established investors and companies will need to be clear about their pathway to succeeding in a net-zero economy, where ESG principles aren’t an additional layer but core to investment strategies. 

  • What are funds and their portfolio companies doing to disrupt their business strategies? 
  • How are funds embedding ESG principles in their investment approaches? 
  • What are LPs expecting from GPs from an ESG standpoint?  
14:00 - 14:55

Panel discussion: The future of renewable energy investment 

One of the main storylines of 2021 was the sheer number of US renewables developers seeking capital partners in a bid to scale up and increase competitiveness. At the same time, supply chain issues and materials costs inflation have threatened timelines for many projects. Panellists will speak about the outlook for the US renewable energy sector as it stands today. 

  • Following the Texas winter storm and the emergence of supply chain issues, how has investors’ risk calculus changed in the last year with respect to US renewables? 
  • How has the influx of private investment impacted the US renewables industry?  
  • What are the latest renewable investing trends taking shape so far in 2022?
14:55 - 15:25

Afternoon refreshments and networking break  

15:25 - 16:10

Panel discussion: How is the investment landscape in the decarbonization sphere? 

All markets will require unprecedented amounts of capital for decarbonization technology to reach net-zero emissions targets. Infrastructure and energy funds will likely offer more customized portfolios and products to support decarbonization and make huge investments into new ventures focused on energy innovation. 

  • What are some of the best examples of infrastructure+ investments in the decarbonization realm? 
  • Which of the emerging technologies are the most interesting for power and infrastructure investors (batteries, carbon capture, hydrogen, others)? 
  • In a period of sky-high valuations and supply chain concerns, are renewables developers still a good play?
16:10 - 16:55

Panel discussion: The latest development of the US transportation sector 

Transportation has traditionally been one of the most important sectors for infrastructure investment. Three major US port assets sold in 2021 and more deals are expected this year. In this session, speakers will talk about the development of the US transportation market over the last 12 months and what opportunities may arise in 2022. 

  • What has the COVID-19 meant for the infrastructure funds’ appetite for the transportation sector and what are the prospects for these assets in the US? 
  • How has the last 12 months affected the outlook for ports and what parts of the sector offer the best opportunities? 
  • How and when will the US infrastructure legislation spur investment from the private sector?
16:55 - 17:00

Closing remarks

17:00 - 18:00

Drinks reception