When: 18 Mar 2025, 13:45 – 17:30 

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Where: Sydney, 26/2 Chifley Square, Sydney NSW 2000, Australia

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Agenda:

 

13:45: Registration

 

14:00: Welcome & Opening Remarks

Rob Koh - Morgan Stanley & Fraser Hughes - GLIO

 

14:10: Economic Brief:

Chris Read - Morgan Stanley

 

14:25: Infrastructure Allocations Discussion

Sandra Lee - UniSuper

Shane Hurst - ClearBridge Investments

Dan Cave - Frontier Advisors

Moderated by Mark Makepeace, FT Wilshire Indexes

 

15:05: Water Fireside & Audience Q&A

Louise Beardmore, CEO - United Utilities

Interviewed by Paul Johnston - Ausbil

 

15:40 Break

 

16:00 Global Transportation

Hugh Wehby, CEO - Atlas Arteria

Henry Byrne, CFO - Transurban

Moderated by Peter Meany - First Sentier Investors

 

16:40 US Utilities

Patti Poppe, CEO - PG&E

Vince Sorgi, CEO - PPL Corp

Moderated by Steve Fleishman - Wolfe Research

 

17:30 Closing remarks, followed by a networking reception