Date: March 19, 2024

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Location: Morgan Stanley, 2 Chifley Square, Sydney

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Agenda:

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14:00 Welcome - Rob Koh, Morgan Stanley

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14:05 GLIO Update - Fraser Hughes, GLIO

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14:15 Infrastructure Allocation Panel

• James Drohan - Future Fund

• Alex Campbell - CBUS Super

• Ashwin Mathur, IFM Investors

• Moderated by Dan Cave, Frontier Advisors

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14:50 Future of Global Transportation Panel

• Henry Byrne, Transurban

• Graeme Bevans - Atlas Arteria

• Scott Charlton - Sydney Airport

• Moderated by Sarah Lau - Resolution Capital

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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

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16:00 Break

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16:15 US Utilities Panel

• Calvin Butler - Exelon

• Patti Poppe - PG&E

• Moderated by Steve Fleishman, Wolfe Research

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17:00 Economic Update

• Chris Read, Morgan Stanley

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17:15 Networking Reception

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