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Global Infrastructure Conference Series

4th Global Infrastructure Conference

Friday November 4, 2016 9:00 AM through 4:00 PM

8:00 AM
Registration and Continental Breakfast

8:25 AM
Daniel Dagen, CFA, President and CEO, CFANY

8:30 AM
Special Guest Keynote Address
Jae Yoon, CFAChief Investment Officer, New York Life Investment Management

8:45 AM
Opening Keynote Address
Mark B. Florian, Managing Director, Head of Infrastructure Funds, First Reserve

9:15 AM
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.

Dan Aschenbach, Senior Vice President, Moody’s Investors Service

Mike McDermott, Head of Municipal Research, AIG‎ Asset Management Group

Robert K. Simmons, Partner, Panda Power Funds

Raymond S. Wood, Managing Director, Global Head of Power Utilities & Renewables, Bank of America Merrill Lynch

10:15 AM

10:20 AM
Energy Panel

Energy prices have been impacted dramatically with new lows being generated for oil & gas. Despite this reality, energy is essential to the growth of the developed and emerging and frontier market economies. This panel segment will explore the key trends and themes at work in this core segment of the global economy.

Akhil Kapoor, Senior Vice President & Senior Research Analyst, Alliance Bernstein

Olivier Mussat, Chief Investment Officer, IFC

Nick ClearyInvestment Director, Hastings

Chiara Salghini, Investment Analyst, Federated Investors

11:15 AM
Emerging and Frontier Markets Panel

Emerging and frontier markets have experienced considerable volatility of late. Yet, the need for infrastructure spending remains vital to the growth and stability of the sectors. This panel discussion will focus on the key trends and issues at work in this key sector of global growth.

Catherine Helleux, Vice President, Energy Structured Finance,  Société Générale

Roger K. Horn, Director, Global Fixed Income, MacKay Shields

Audrey KaplanSenior Vice President, Senior Portfolio Manager, Head of International Equity Team, Federated Investors

Jonathan Prin, CFA, Managing Director, Head of Research, Greylock Capital

12:15 AM

12:45 PM
Luncheon Keynote Address
Walter Winrow, Managing Director, Global Project and Infrastructure Finance, Moody’s Investors Service

1:15 PM
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.

Michael Likosky,
Principal & Infrastructure Head, 32 Advisors

Josh Duitz, Portfolio Manager, Alpine Global Infrastructure Fund

Alex Greenbaum, VP – Private Equity & Infrastructure, GIC

J. Michael McCarthy, CFA, Portfolio Manager, APG

Mario Maselli, Senior Director, Global Real Assets, TIAA Global Asset Management

Kurt Krummenacker, Senior Vice President/Manager, Moody’s Investors Service

2:15 PM

2:30 PM
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.

Matthew J. Diserio, President and Co-Founder, Water Asset Management

Eric Glass, CFA, Portfolio Manager, AllianceBernstein

Justin “Biff” Ourso, CFA, Managing Director, Global Real Assets, TIAA Global Asset Management

Ketul Sakhpara, CFA, ​Portfolio Manager​, Global Listed Infrastructure, ​Franklin Templeton Investments

Ryan Wobbrock, Vice President – Senior Analyst, Moody’s Investors Service

3:30 PM
Special Closing Keynote Address
Utku TeksozEconomist, United Nations

3:45 PM
Closing Keynote Address

Perry Offutt, Managing Director, Macquarie Infrastructure and Real Assets

4:15 PM
Closing Remarks and Adjournment
Patrick Holert, CFA, CAIA, Research Principal, BBVA Securities


The World Economic Forum 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. At the same time, the intersection of technology and business drivers will possibly shape the momentum towards a changing investment climate in the coming years.

CFANY’s 4th Annual Global Infrastructure conference will once more bring together leading executives, analysts, portfolio managers and investors in thought-provoking discussions on both the long term and near term outlook for the infrastructure industry with multiple panels across Power, Oil & Gas, Water, Transport and emerging markets’ infrastructure. The panels and keynote addresses will explore sectorial themes as they relate to project pipelines and deal flow in 2017, breakdown of financing and funding tools and upcoming opportunities with the ever-shifting legal and political landscape worldwide. Join the speakers and network with 200 industry professionals to discuss the global infrastructure deficit, the market appetite for public-private investment in infrastructure and how infrastructure assets can benefit institutional portfolios.


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