Marquette Speaking at 2013 Pension Bridge Annual 4/17
March 05, 2013
On Wednesday, April 17th, Kelli Schrade will be speaking at the 2013 Pension Bridge Annual at the Four Seasons Hotel in San Francisco. She will moderate a panel discussion on infrastructure investing and the following topics:
- Infrastructure Demand and Size of the Market – where are they projected to be for the Future?
- Infrastructure Spending/Funding Gap – Explanation of the Shortfall and if it Translates into Increased Opportunities for Pension Plans
- Today’s Deal Flow Activity and Fundraising
- Infrastructure Objective in Portfolio – Diversification, Inflation Protection, etc.
- Performance – is Infrastructure delivering on its advertised attributes? What are the Return Expectations from Plan Sponsors?
- What is a suitable Benchmark?
- Risk/Return Profiling – which Infrastructure Assets are classified as High Risk and Low Risk?
- In which Sectors will investors find the best Opportunities and Returns?
- Energy Infrastructure – Big Opportunity Set or Too Much Capital rushing into the Sector?
- Any Emerging Trends/Themes? Co-Investment?
- Implementation Approaches – Primary Partnerships, Direct, Co-Investment, Fund of Funds, Publicly Listed – MLP’s, Separate Accounts
- What should you look for when Selecting an Infrastructure Manager?
- Mature vs. Emerging Markets
- What are the Largest Challenges/Risks associated with Infrastructure Investing? Understanding Debt Risk
