Presentation

As an asset class, US Farmland provides a compelling thesis for diversification within a natural capital/real assets portfolio along with an overall portfolio for institutional investors.  Topics to be discussed will include property type, crop-type, risk and return, structuring and the broader agricultural market.

Presentation

Huge political shifts in the US and elsewhere have combined with the emergence of AI / Data Centre demands on the grid, but where does this leave energy transition infrastructure? What are companies and asset owners seeing at the local level and how are asset-level operations and investment plans being changed? Market reaction vs reality – what is the market getting right and what is the market potentially getting wrong? And, critically, where are the best risk/reward opportunities now? 

Presentation

Achieving private equity returns with a real asset risk profile may be feasible by selecting the right business models, as well as via strategic approaches combining the strengths of both asset classes. It is not necessary to own the actual real asset to benefit from its attractive characteristics – investing in adjacent companies where there is look-through exposure to real assets may offer higher returns with access to similar dynamics. Investments in food and agribusinesses companies are good examples of selecting business models with the right exposures, implementing operational efficiencies, exploring new markets, and leveraging technological advancements.

Presentation

With data centres and related physical and virtual digital infrastructure increasingly regarded as Critical National Infrastructure, we examine the prevailing strategies, obstacles and opportunities in existing key data centre hubs and other prospective locations in Europe and selective cities on other continents.

Topic and speakers to be confirmed