Speakers:

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Tuomas Kallunki - UB Asset Management

Pekka Niemela - UB Asset Management

Fraser Hughes - GLIO

David Tassadogh - GRESB

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Key Themes Discussed:

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• 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.

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