Infralogic Investors Forum – Spain

A brand new event connecting the Spanish infrastructure community with new deal opportunities and deep analysis of market trends!

Casino de Madrid

Agenda

08:30 - 09:15
CEST

Registration and breakfast

09:15 - 09:30
CEST

Chair’s welcome remarks and Infralogic’s 5 charts on Iberia

Referencing Infralogic data, our chair will provide an overview of the key trends shaping the Iberian infrastructure market and outline where Infralogic sees future opportunities. 

Juan Pereira
Juan Pereira Data Product Head, Project Finance, Infralogic
09:30 - 09:50
CEST

Keynote presentation: Infrastructure investment in Spain – market overview

The keynote will give an overview of macroeconomic trends and developments in Spain and forecast for 2022 and beyond.

09:50 - 10:35
CEST

Opening panel discussion: State of transportation market in the Iberia region

Despite the pandemic, deal flow in Spain and Portugal has been steady. Several road M&A transactions are currently taking place in Iberia and projects like AP-7 Alicante-Cartagena motorway concession in Spain and the Portuguese motorway concession Auto-Estradas do Douro Litoral (AEDL) all look very promising for the future. In this opening panel, panelists will discuss the latest trends in financing transactions, outlining where they see the challenges and opportunities in the transportation sector over the next few years and how they will meet and exploit them.

  • An overview of the development of the Iberia infrastructure investment and the impact of Covid-19
  • How do the changes in the macroeconomic environment might affect the deals in Iberia?
  • What does the greenfield and brownfield pipeline hold for investors over the next year?
  • How has the last 12 months affected the outlook for transportation deals and which parts of the sector offer the best opportunities? 
10:35 - 11:05
CEST

Networking coffee

11:05 - 11:45
CEST

Panel discussion: energy transition

In 2021, energy transition was a major motivator for Spanish deal activity. This was most apparent when looking at outbound activity. In one of the year's largest renewable energy transactions, Spain's Iberdrola partnered with Qatar Investment Authority to acquire a 20.1 percent stake in US-based AVANGRID for €3.3 billion. In this fireside chat speakers will discuss how this market is expected to grow over the coming decade and will share what they see are the opportunities and barriers. 

11:45 - 12:25
CEST

Panel discussion: Renewable energy investment: what you should know and what to expect?

The COVID-19 pandemic has defined the last two years and the economies of Spain and Portugal have been particularly affected; however, the appetite for renewables assets is propelling early-year Iberian activity. In this panel, panellists will speak about the opportunities in the renewables energy sector in the Iberia region:

  • What are the benefits and risks of renewable energy investments?
  • What are the current drivers for renewables energy investing today?
  • What strides is the renewable energy industry making?
  • What makes Spain a hot spot for renewable development and investment?
  • How is climate risk is driving institutional investment in renewables?
  • What are the key challenges when financing or considering financing zero-subsidy projects?
12:25 - 12:55
CEST

Networking coffee 

12:55 - 13:40
CEST

Fireside chat: Accelerating the digital transformation 

The surge in infrastructure fund interest in digital infrastructure showed no signs of slowing down in Europe. In terms of digital connectivity, Spain is the country with the third best connectivity in Europe, and their digital transformation has a budget of 20 billion euros for the period 2021-2023, accounting for nearly 30 percent of the Recovery Plan's total funds. Portugal is also pushing for digital transformation, as the coronavirus crisis has increased the urgency of digital transformation, and Portuguese businesses have realised that innovation and digitalisation may be the best available tools to deal with the current crisis. In this panel, speakers will discuss what is next for digital infrastructure dealmaking and convergence. 

  • What are the next areas of investment for infrastructure telecom investors? 
  • What is driving the surge in digital infrastructure deals and what is next for digital infrastructure developments?
  • Are current public sector incentives enough? 
  • How is access to financing and regulatory conditions shaping deal flow?
Borja De Luis
Borja De Luis Executive Director, UBS
IP
Ivan Paja CFO, Naibax
Rafael Cañada
Rafael Cañada Head of TMT and Digital Infrastructure, BBVA
PC
Pablo Mayo Cerqueiro Head of Financial Services M&A, EMEA, Mergermarket
13:40 - 13:45
CEST

Chair’s closing remarks

Juan Pereira
Juan Pereira Data Product Head, Project Finance, Infralogic
13:45 - 14:45
CEST

Networking lunch