mallowstreet Dinner: Decarbonising Transport - A Multi-decade Investment Opportunity within the Energy Transition

We see transportation as the next big opportunity within the energy transition, requiring around $8tr of investment. Most of the capital invested the energy transition has been in renewables, and with returns compressing, the decarbonisation of transport can offer an attractive opportunity to add diversification to existing portfolios.

Transport makes up 23% of global CO2 emission and converging tailwinds of falling technology costs, supportive policies and stakeholder pressure make it an attractive time to access the sector. Much of the early capital has come from venture capital and private equity where investors are comfortable taking ramp-up, utilisation and technology risk to capture higher returns.

Over dinner, the team from UBS will explain why we believe that there is a significant opportunity to structure defensive infrastructure assets in this sector by partnering with large transportation users, investing into commercially proven technologies and selecting closed-system commercial operations to mitigate ramp-up and utilisation risk.

This event is FREE to attend for investment decision makers and their advisers, and is accredited for CPD points by the Pensions Management Institute (PMI).

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Speakers

Declan O'Brien
Client Portfolio Manager, Eco-Transport
Declan is the Client Portfolio Manger for Eco-Transport which sits within UBS Infrastructure, part of the Real Estate & Private Markets (REPM) group at UBS Asset Management.
Declan was formerly Head of Infrastructure Research and Strategy (2017-2023) for UBS across equity and debt, responsible for providing quantitative and qualitative analysis of infrastructure investment markets and a voting member on investment committee across strategies. Prior to this, Declan was responsible for Legal & General Investment Management’s research and strategy in the infrastructure sector. His previous roles were with Moody's Investors Services in London and Madrid (2009-2015), where he covered credits across the energy, transportation and telecommunications sectors; and at KBC Bank N.V. in Dublin and Sydney (2004-2008), where he structured and originated project finance transactions with a strong focus on the energy transition.
Declan is a member of the ACCA and holds a CFA Institute Certificate in ESG Investing.

Program

6:30 PM Guest Arrival and Welcome Drinks
7:00 PM Seated for Dinner

Over dinner, the team from UBS will explain why we believe that there is a significant opportunity to structure defensive infrastructure assets in this sector by partnering with large transportation users, investing into commercially proven technologies and selecting closed-system commercial operations to mitigate ramp-up and utilisation risk.
7:05 PM Dinner Service begins followed by Presentation and Discussion
9:00 PM End

mallowstreet Dinner: Decarbonising Transport - A Multi-decade Investment Opportunity within the Energy Transition

Speakers

Program

6:30 PM Guest Arrival and Welcome Drinks

7:00 PM Seated for Dinner

7:05 PM Dinner Service begins followed by Presentation and Discussion

9:00 PM End