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