Listed Infrastructure seminars in Stockholm & Helsinki
September 17 & 18, 2019
Browse Photos, Key Discussion Points & Presentations
Agenda for Stockholm & Helsinki | Timo Ronkainen & Tuomas Kallunki - UB Asset Management | Tuomas Kallunki - UB Asset Management |
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Pekka Niemela - UB Asset Management | Fraser Hughes - GLIO | Fraser Hughes - GLIO |
David Tassadogh - GRESB |
Seminar Key Points
Speakers:
Tuomas Kallunki - UB Asset Management
Pekka Niemela - UB Asset Management
Fraser Hughes - GLIO
David Tassadogh - GRESB
Key Themes Discussed:
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A comparison of listed infrastructure benchmarks;
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The role of GLI in a well-diversified portfolio;
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Why is GLI so competitive?
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Why are large investors increasingly looking to the listed market?
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The key points of differentiation of listed vs private infrastructure;
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The size of the core listed infrastructure universe and why definition matters;
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A question of balance: Should institutional investors invest in both listed and unlisted infrastructure?
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Undeployed infrastructure funds and the role of listed infrastructure;
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Listed infrastructure performance during downturns - defensive, smaller draw-downs versus equities and similar recovery to direct infrastructure;
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Underlying assets and the drivers of actual performance.