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GLIO Sydney Investor Seminar
Hosted by Morgan Stanley 

Date: March 19, 2024

Location: Morgan Stanley, 2 Chifley Square, Sydney

Agenda:

14:00 Welcome - Rob Koh, Morgan Stanley

14:05 GLIO Update - Fraser Hughes, GLIO

14:15 Infrastructure Allocation Panel

  • James Drohan - Future Fund

  • Alex Campbell - CBUS Super

  • Ashwin Mathur, IFM Investors

  • Moderated by Dan Cave, Frontier Advisors

14:50 Future of Global Transportation Panel

  • Henry Byrne, Transurban

  • Graeme Bevans - Atlas Arteria

  • Scott Charlton - Sydney Airport

  • Moderated by Sarah Lau - Resolution Capital

15:25 Energy Transition Panel

  • Pedro Vasconcelos - EDPR

  • Malcolm Johns - Genesis Energy

  • Tim Nelson - Iberdrola

  • Sarah Lester - Morgan Stanley

  • Moderated by Rebecca Sherlock, First Sentier Investors

16:00 Break

16:15 US Utilities Panel

  • Calvin Butler - Exelon

  • Patti Poppe - PG&E

  • Moderated by Steve Fleishman, Wolfe Research

17:00 Economic Update

  • Chris Read, Morgan Stanley

17:15 Networking Reception

Panels
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