EDHECinfra day 2022: discover the programme of this event

Invest transparently in infrastructure

Another energy crisis: good or bad for infrastructure investors? Does the rise of renewables create new risks for investors? Investors in infrastructure face changing risks from carbon regulation to extreme weather, inflation and recessions. Are these risks priced-in today? What does the data say about how thousands of individual infrastructure assets are exposed to climate and macro risks?

EDHECinfra Day 2022 is an in-person event for investment professionals where applied research is used to address real-world use cases and questions.

Date: December 6, 2022

Venues: 133 Houndsditch, Liverpool Street, London EC3A 7BX

Registration: https://edhec.infrastructure.institute/events/edhecinfra-day/

Programme of the conference

The conference will be broken down into four parts and will include multiple plenary sessions
and workshops:

8:00 - 8:30 Welcome Coffee

Part I - Climate Risks

8:30 - 8:45: Keynote - Infrastructure Investment & Climate Risks

• Speaker: Frederic Blanc-Brude, Director, EDHECinfra

8:45 - 9:15: Is there a Green Price Premium in Infrastructure Investment?

• Speakers: Noël Amenc, PhD, Professor of Finance, EDHEC Business School - Frederic Blanc-Brude, Director, EDHECinfra

9:15 - 10:15: Measuring Transition and Physical Risk in the Transport Sector

• Speakers: Nishtah Manocha, Senior Research Engineer, EDHECinfra - Darwin Marcelo, Project Director, EDHECinfra - Fabien Nugier, Research Engineer, EDHECinfra

10:15 - 11:15: Valuing Climate Risks in Infrastructure Investments

• Speakers: Frederic Blanc-Brude, Director, EDHECinfra - Abhishek Gupta, Investment Solution Specialist, EDHECinfra - Bertrand Jayles, Senior Data Scientist, EDHECinfra

11:15 - 11:30 Coffee Break

Part II - Resilience

11:30 – 11:45: Keynote - Investing in a Truly Well-Diversified Infrastructure Portfolio

• Speaker: Avi Turetski, Partner, Ares Global Financial Solutions

11:45 – 12:30: The Impact of Macro Shocks on Infrastructure Investment

• Speaker: Frederic Blanc-Brude, Director, EDHECinfra

12:30 – 13:15: Panel - Beyond Alignment: What are the Costs of Climate Risk-Resilient Infrastructure

• Chair: André Laboul, Senior Advisor, EDHECinfra
• Panelists: RICS, FIDIC, Mercer, Ares, Generali, (TBC)

13:15 – 14:15: Lunch Break

14:15 – 14:30: Keynote - What Governments Expect from Infrastructure Investors

• Speaker: Nicolas Pinaud, Deputy Director of the Directorate for Financial and Enterprise Affairs, OECD

Part III - Research for investors

14:30 - 14:50: Portfolio Implications of the Cash Flow Characteristics of Infrastructure Equity Investments

• Speakers: Frederic Blanc-Brude, Director, EDHECinfra - Bruce Phelps, Managing Director, PGIM - Junying Shen, Senior Research Engineer and Head of AI, EDHECinfra

14:50 - 15:20: The Need for High Frequency Fair Value for Infrastructure Assets in DC Plans

• Speaker: TBC

15:20 - 15:40: Infrastructure and Inflation in Times of Rising Interest Rates

• Speaker: Tania Tsoneva, Senior Director – Global Infrastructure Research, CBRE

15:40 - 16:30: Roundtable - The Times They are Changin’ - Fair Value in Infrastructure Investments

• Chair: Frederic Blanc-Brude, Director, EDHECinfra
• Panellists: Bruce Phelps, Managing Director, PGIM -Tania Tsoneva, Senior Director – Global Infrastructure Research, CBRE

16:30 – 17:00: Coffee Break

Part IV - Another energy Crisis: good or bad for infrastructure investors?

17:00 – 17:30: Looking back/Looking Forward: Energy Crises and Infrastructure Investing

• Speakers: Jack Lee, Deputy Head of Data, EDHECinfra -Tim Whittaker, Associate Research Director, EDHECinfra

17:30 – 18:00: Does the Rise of Renewables Create New Risks for Investors?

• Speakers: Frederic Blanc-Brude, Director, EDHECinfra - Leonard Lum, Data analyst, EDHECinfra - Laurence Monnier, Head Of Strategy And Research, Alternative Income Solutions, Aviva Investors

18:00 End of the Conference

Registration

This is an in-person event for investment professionals where applied research is used to address real-world use cases and questions. Registration is compulsory via https://edhec.infrastructure.institute/events/edhecinfra-day/