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GLIO Sydney Investor Seminar
Hosted by Morgan Stanley 

Agenda (Video timings in brackets):

Welcome - Rob Koh, Morgan Stanley (0:00)

GLIO Update - Fraser Hughes, GLIO (2:30)

Infrastructure Allocation Panel (11:25)

  • Sarah Shaw, 4D Infrastructure

  • Charles Hamieh, ClearBridge

  • Michael Landman, IFM Investors

  • Moderated by Lucas Driver, Frontier Advisors

Future of Transportation Panel (48:40)

  • Henry Byrne, Transurban

  • Ernesto Lopez Mozo, Ferrovial

  • Moderated by Peter Meany

ESG Investing Panel (1:35:54)

  • Georgia Hall, Maple-Brown Abbott

  • Rebecca Myatt, First Sentier Investors

  • Tim Humphreys, Ausbil

  • Moderated by Justin Ginnivan, CBUS Super

Future of Energy Panel (2:16:34)

  • Tim  Nelson, Iberdrola Australia

  • Paul Austin, AEMO

  • Dmitry Danilovich, Acciona Energia

  • Moderated by Rob Koh, Morgan Stanley

Economic Update (2:55:40)

  • Chris Read, Morgan Stanley

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