Infrastructure Investors Webinar: Japan

The global infrastructure opportunity for Japanese investors

room Live Broadcast

Agenda

  • 09:00

    Welcome remarks and market overview

  • 09:15
    The global outlook: The forces that will shape infrastructure investing in 2021 and beyond

    The coronavirus pandemic and its repercussions on the industry is a strong reminder that infrastructure investors of all stripes face a new normal of global volatility in 2021. However, dramatic changes in market conditions create opportunity and given the strong demand from institutional investors across the globe for infrastructure investments and the long-term, stable nature of the asset class, private infrastructure investment will likely show resilience moving into next year and beyond. North America and Europe still present the most stable investment arenas, but with high volume of dry powder and fierce competition for deals, GPs must cast the net beyond the traditional core assets and markets to find value. In this session, the experts will share the latest opportunities in US, Europe and Asia, and the type of assets that will be contested in the new normal that are less effected by slow market recovery.

    • What markets should Japanese LPs be looking at to build a diversified risk-adjusted portfolio?
    • What are the best investment strategies to deploy in the current environment given the pandemics impact on infrastructure markets?
    • How are investors in US, Asia and Europe approaching the deal market?
    • Does the rise of digital represent the new growth opportunity?
    • What questions are LPs asking their GPs about infrastructure investing today?
  • 10:00

    Live Q&A and discussion

  • 10:15

    Networking break

  • 10:45
    The institutional investor: Outlook for allocating to global infrastructure

    In recent years Japanese LPs have been among the most active across the globe in terms of committing to alternatives and Japan is now firmly a hot spot on the global fundraising map. Therefore, it is imperative that LPs are equipped to manage their drive into the asset class, utilizing gate keepers, advisors and building their own capabilities to manage the portfolio and gain access to the leading funds. For LPs, the pandemic has created in 2020 plenty to act upon in terms of the risk exposure of current assets, future portfolio construction and liquidity issues and in this session a group of seasoned Japanese LPs will share their investment strategies, their experience from a Covid 19 world, how they pick the right partners globally to manage their capital, and weigh utilising advisors, gate keepers, and co-investing in assets.

    • How can domestic LPs select the right partners and geographies for infrastructure investment?
    • How do LPs prepare for a global recession within their investment strategy?
    • How should international funds approach domestic LPs when fundraising?
    • Core, Core Plus, Value Add – what type of strategy do Japanese LPs favour in the current climate?
    • How have LPs been dealing with travel constraints and challenges of executing due diligence?
    • How do you evolve your programme to include co-investment and separate accounts?
  • 11:30

    Live Q&A and discussion

  • 11:45

    End of webinar