Sponsored by

Atlas Infrastructure

ATLAS Infrastructure is a specialist investment manager focusing on listed infrastructure companies. Our investment universe consists of global, OECD, infrastructure companies. The firm analyses the underlying long-term cash flows of these companies, essentially adopting a private markets approach to modelling investment returns.

The firm has offices in London and Sydney and is supported financially by Global Infrastructure Partners, a pre-eminent independent investor in the unlisted infrastructure sector.

KEY ATTRIBUTES

ATLAS’s offering to its clients includes:

A globally oriented firm with deep expertise in a broad range of sectors and geographies. A large and experienced 13 person investment team led by five investment partners who are experts in their sectors.

A partnership approach to investment, with leadership from a broad team of specialists, designed to reduce portfolio “home bias” and “familiarity bias”.

A robust, repeatable, proprietary approach to modelling investment returns, generating consistent comparisons across different infrastructure sub sectors. A commitment to our own research and due diligence, avoiding broker research and other third party recommendations.

A high conviction approach to portfolio construction that focusses on investing in only those high quality listed infrastructure assets which provide the best risk/return characteristics.

Explicit recognition of climate change risks through an investment process which incorporates a dynamic approach to different global policy responses to carbon emissions and climate change.

Best practice investor/investee alignment through a model of corporate and investment governance that aligns investment decisions and corporate processes with the long-term interests of investors.

The provision of tailored infrastructure investment solutions for and the development of long term strategic relationships with large, expert institutional investors.

mallowstreet University Dinner: Understanding Listed Infrastructure

Fundamentally, investment in listed infrastructure is an investment in infrastructure assets via the equities market. The assets available for investment on the listed market are very similar (and in some ways complementary in scope) to those in the private markets and not surprisingly, the listed infrastructure market has generated investment returns which are almost identical to those in the private infrastructure market over the long term. Furthermore, the asset class has generated investment returns materially above the broader equities market whilst providing lower volatility and lower drawdowns. This is a function of the fact that even in periods of economic instability, infrastructure assets continue to generate positive cash flows. Investors can achieve material benefits from combining listed and private markets infrastructure in their portfolio to manage and balance their total exposure to the asset class over time.

Join us for what promises to be an enjoyable and informative evening at The Mercer Restaurant in the City of London.

This dinner is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers.

To register your interest please click here

Speakers

David Bentley Partner
David is a founding Partner of ATLAS Infrastructure, based in our London office. He has over 17 years’ experience in the infrastructure sector. Prior to developing the ATLAS business, David worked with Rod Chisholm at RARE Infrastructure for over two years. David previously worked at the Future Fund (Australian Government Sovereign Wealth Fund) as an Investment Manager in its Infrastructure team. As part of this role David oversaw the Future Fund's investment in listed infrastructure and was responsible for managing a number of the Fund's unlisted infrastructure assets and pooled funds. Prior to this David worked for Deutsche Bank and PwC in infrastructure, utilities and natural resources M&A.

Program

6:30 PM Guest arrival

Welcome drinks
7:00 PM Seated for dinner

Dinner served followed by presentation
9:00 PM End

mallowstreet University Dinner: Understanding Listed Infrastructure

Speakers

Program

6:30 PM Guest arrival

7:00 PM Seated for dinner

9:00 PM End