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Global Infrastructure Conference Series

2nd Global Infrastructure Conference

Thursday, November 6, 2014

Agenda

8:25: Welcome

Vinny Catalano
Thomas Brigandi
Patrick Holert, CFA, CAIA
Daniel Fridson
Chiara Salghini

8:30: KEYNOTE SPEAKER
Gautam Bhandari, Partner, I Squared Capital

8:45: Power Panel
The power and energy complexes have an estimated $18 trillion of projected spending earmarked to be spent over the next 15 years. Identifying the most effective approaches to investing in these sectors will be one of the areas of discussion of this session.
Moderator: Daniel J. Aschenbach, Senior Vice President, Public Power Sector Lead Analyst, Moody’s Investors Service
Tavraj Banga, Director, Terra Firma Capital Partners
Catherine Helleux, Vice President, Societe Generale
Mitchell F. Moss, CFA, Research Analyst, Fixed Income, Lord Abbett

9:45: BREAK

10:00:  ENERGY PANEL

Moderator: Marie-Aimee Boury, Managing Director, Project Bond | Private Placement, Societe Generale
Nick Cleary, Investment Director, Infrastructure Debt, Hastings Funds Management
Dabo Horsfall,Investment Officer, African Capital Alliance (ACA)
Carmine Villani, Managing Director, GEM
Nicholas Matacchieri, VP, Director Project Finance, Intesa Sanpaolo
Brian Chase, Principal, Campbell Lutyens

11:00:  ECONOMIC FACTORS PRESENTATION

The global economic picture remains an unsettled one. The effects and interactions between and among the developed and developing economies—and their likely impact on the global infrastructure growth story—will be one of the many topics discussed with our panel of expert economists.
Moderator: Vinny Catalano, President and Global Investment Strategist, Blue Marble Research
Donald J. Rissmiller, Partner and Chief Economist, Strategas

11:45: LUNCH

12:15:  LUNCHEON ADDRESS

Investment Strategy Outlook: Key investment trends, themes, and issues impacting the global financial markets.
Moderator: Pimm Fox, Host, Bloomberg Radio
Louise Purtle, Senior Analyst – Macro Strategy, CreditSights

1:15:  WATER PANEL

The need for clean, potable water is among the more pressing issues facing the world’s population. With over 1 billion people still without clean water and with an aging infrastructure within developed economies, the water infrastructure sector is a vital area of discussion—and the focus of this session.
Moderator: Matthew J. Diserio, Cofounder and President, Water Asset Management
Andrea Marmolejo, Managing Partner, Principium
Simon Gottelier, Portfolio Manager, Impax Asset Management
Fuensanta Diaz Cobacho, VP, Intesa Sanpaolo

2:15: BREAK

2:30:  TRANSPORTATION PANEL:ROADS, RAILS, P3 AND SEA AND AIR PORTS

With an estimated $24 trillion projected to spent over the next 15 years, the transportation sector (roads, rails, sea and air ports) is one of the key areas of growth and investment in the global infrastructure space. Which investment strategies are likely to benefit from this will be one of the key topics discussed in this session.
Moderator: J. Michael McCarthy, Senior Portfolio Analyst, APG Asset Management
Kurt Krummenacker, Vice President – Senior Credit Officer, Moody’s Investors Service
Scott Trommer, Managing Director, Public Financial Management
Josh Duitz, Portfolio Manager, Alpine Global Infrastructure Fund
Alex Greenbaum, Director, UBS

3:30: KEYNOTE SPEAKER
Michael Doolan, Principal – National Tax, Ernst & Young LLP

4:00: CLOSING REMARKS AD ADJOURNMENT
Patrick Holert, CFA, CAIA

FOLLOWED BY A CATERED NETWORKING RECEPTION

Description

The World Economic Forum in June reported a trillion-dollar gap in infrastructure spending globally.  In America, a country facing what has been termed a legitimate infrastructure crisis, government spending on transportation, energy, water and wastewater, and social infrastructure, has hit a 20-year low despite a call by U.S. President Barack Obama to create a federal infrastructure bank that would provide funding for badly needed projects.

Infrastructure—be it transportation infrastructure such as roads, bridges and airports, or “midstream” energy like pipelines—is vital for national economic prosperity, supporting goods, services and the workforce.  But in the U.S. as well as worldwide, public funding to build and repair infrastructure is scarce, resulting in the need for private capital and creating opportunities for long-term investors in “real” assets.

On Thursday, November 6, 2014, NYSSA will present its Second Annual Global Infrastructure Conference to explore the global infrastructure deficit, the market appetite for public-private investment in infrastructure and how infrastructure assets can benefit institutional portfolios.

Who Should Attend

Portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel.

 

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CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.