VALUATIONS Deep Dive

Are infrastructure fund managers adequately measuring covid’s impact on their portfolios? Join us at the Valuations Deep Dive on 24 March and discover whether closed-end funds are rolling valuations forward and adequately testing them against external benchmarks. The Deep Dive is exclusive to Infrastructure Investor Global Passport members.

Has the market accurately assessed valuations through the pandemic?
• Fair value, cash flows and risk premia: The impact of Covid on each component and what it means for asset performance.
• Long-term cash flows and present value: can investors ignore short term fluctuations in valuations in illiquid assets?
• Is infrastructure expensive now? Should it be?

Moderator:

Adam Smallman, Director – Membership Programs, PEI Media Group

Speakers:

Frederic Blanc-Brude, CEO, Scientific Infra
Colin Simpson, Head of Asset Management – Infrastructure, Local Pensions Partnership (LPPI)