mallowstreet University Dinner: Infrastructure - What matters? Valuations, Return and Regulatory Risk

Looking at the Infrastructure landscape as it stands today and considering the evolution of infrastructure valuations, many investors may well be asking whether prices have run ahead of true asset values and hence whether the forward looking investment returns from here are worth the risk.

Over Dinner, David Bentley will examine the Infrastructure investment landscape as it stands today – both listed and unlisted environments and will attempt to provide insight and colour on the above thesis and also the following 3 important questions:

• What makes a good (or bad) infrastructure asset?
• What makes for a good (or bad) regulatory environment? (and by extension higher or lower regulatory risk)
• How to identify and acquire good infrastructure assets (and regulatory environments) for your portfolios whilst avoiding the bad ones?