Agenda

• Tue, Jun 07, 2022
• Wed, Jun 08, 2022
• Thu, Jun 09, 2022

3:00 pm - 4:00 pm at Great Room ABC foyer

Registration opens

4:00 pm - 5:30 pm at Great Room ABC

Opening roundtable mixer Chase McWhorter (Managing Director), Tom Parker (Executive Vice President and Publisher), Howard Stern (Sr. Managing Director)

Discuss timely issues with your fellow investors or managers in an open-forum discussion designed to explore various topics of interest to both groups. We will then bring the two groups together and listen to table leaders’ reports. As each table reports, discover where differences and common ground exist, and gain new insights and a broader perspective on important issues.

7:30 am - 8:30 am at Pre Function 2

Breakfast

8:30 am - 9:00 am at Great Room ABC

Welcome and overview Chase McWhorter (Managing Director), Tom Parker (Executive Vice President and Publisher)

9:00 am - 10:00 am at Great Room ABC

A global perspective: The world as our readers see it Chase McWhorter (Managing Director), Michael Albrecht (Managing Partner), Hillary Ripley (Senior Director), George Theodoropoulos (Managing Partner)

A review of key themes and insights from our global editorial board meetings will be followed by a moderated panel discussion about global trends.

10:00 am - 10:30 am at Great Room ABC

A global perspective: Roundtable discussions Chase McWhorter (Managing Director)

Each table will have a group leader as a facilitator and will have the option of picking one of several topics with related questions about key global investor themes.

10:30 am - 11:00 am at Great Room ABC

A global perspective: Group leader reports Chase McWhorter (Managing Director), Tom Parker (Executive Vice President and Publisher)

Following table discussions, we will have an interactive open forum with the audience during our group leader reports session, where they will share their findings.

11:00 am - 11:30 am at Great Room ABC foyer

Break

11:30 am - 12:15 pm at Great Room ABC

Energy transition Mark Saunders (Managing Director, Co-Head, Energy Strategy Storage), Carolyn Arida (Head of Utilities), Todd Bright (Co-Head of Private Infrastructure Americas), Stefano Brugnolo (Partner), Derek Chu (Head of Americas Infrastructure)

- Defining net-zero: What does it mean, and how do you measure it in the infrastructure energy space?

- Should investors actively participate in helping the industry shift to net-zero emissions, or simply no longer invest in certain sectors?

- How are geopolitics and economic trends affecting current and long-term demand and return drivers?

- How do energy security trends fit into ESG end energy-transition strategies? What are the different investment strategy options, and how do they fit into ESG.

8:00 am - 9:00 am at Pre Function 2

Breakfast

9:00 am - 9:45 am at Great Room ABC

Global infrastructure capital flow trends Tom Parker (Executive Vice President and Publisher), Nick Cleary (Partner), Patrick Cunningham (Head of Business Development, Americas), Abigail Rayner (Principal), Aaron Vale, CFA, CAIA (Managing Director, Co-Head of Indirect Infrastructure)

IREI Data Services will provide capital flow research data to set the stage for panel discussion covering some of the challenges and opportunities in today’s market, which will be followed by roundtable discussion groups that will do a deep dive and drill down on key trends with a focus on providing attendees with new actionable insights.

9:45 am - 10:30 am at Great Room ABC

Global capital flows roundtables and group leader reports Chase McWhorter (Managing Director), Tom Parker (Executive Vice President and Publisher)

Each table will have a group leader as a facilitator and will have the option of picking one of several topics with related questions about key themes of global capital flows. Following table discussions, we will have an interactive open forum with the audience during our group leader reports session where they will share their findings.

10:30 am - 11:00 am at Great Room ABC foyer

Break

11:00 am - 11:45 am at Great Room ABC

Shifting supply chains: How are emerging logistics trends impacting infrastructure? Perry Offutt (Partner and Head of North America), David Altshuler (Executive Director, Head of Global Relationship Group, North America), John Ma (Partner), Recep Kendircioglu (Global Head of Infrastructure Equity), Allison Kingsley (Founder & Partner)

- COVID-19 exposed challenges of global trade.

- How have companies changed their logistics management strategies?

- Are current valuations and growth sustainable?

- Why or why not?

- Will demand shifts result in more greenfield development?

- What are the key trends infrastructure investors should be watching?

- What do these trends mean for future opportunities, values and returns for seaports, airports and rail?

- How does the S of ESG factor in when working with union workers?

11:45 am - 12:15 pm at Great Room ABC

Advisory Board wrap-up Tom Parker (Executive Vice President and Publisher), TJ Moen (Portfolio Director, Private Markets), Fred Robert (Senior Principal, Infrastructure), Devinder Sangha (Partner)

Gain perspective as several advisory board members share key insights and questions for you to keep in mind from this event.