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Global Listed Infrastructure Organisation (GLIO)
Belgium
Приєднався 4 жов 2023
GLIO's members are regulated utilities, transportation infrastructure, communications infrastructure, and energy transportation infrastructure companies from around the world. In total, GLIO corporate members represent approximately $1.5trn in Enterprise Value.
Specialist-listed infrastructure managers make up a significant part of the membership. As of December 2023, the specialist managers manage approximately $156bn in assets under management.
Specialist-listed infrastructure managers make up a significant part of the membership. As of December 2023, the specialist managers manage approximately $156bn in assets under management.
Alan Armstrong, Williams Interview
What you'll learn from the conversation:
Business overview of Williams
Demand drivers for #naturalgas
Southeast supply enhancement
#Energy #storage growth
Capital allocation strategies
Natural gas and #emissionreduction
Where you can find more company information
Business overview of Williams
Demand drivers for #naturalgas
Southeast supply enhancement
#Energy #storage growth
Capital allocation strategies
Natural gas and #emissionreduction
Where you can find more company information
Переглядів: 212
Відео
Scott Balfour, Emera Interview
Переглядів 31128 днів тому
What you’ll learn from the conversation: Introduction of Emera and key business units. Emera’s operations in Florida: * TEPCO: A transformational deal in a premium jurisdiction * #solar #naturalgas #ccs - key projects that have driven Emera’s growth and opportunities moving forward * #resiliency #reliability #climate investments - #infrastructure physical asset risk to Emera and storm hardening...
Chris Womack, Southern Company Interview
Переглядів 1473 місяці тому
Rodney Clayton, Duff & Phelps Investment Management, interviews Chris Womack, chairman, president, and CEO of Southern Company. What's covered? * #Power demand growth - #datacenter & #manufacturing opportunities * #regulation, economic & community development * #nuclear_energy & energy resource security in the USA * Funding growth & managing the balance sheet
GLIO Journal - Issue 15
Переглядів 253 місяці тому
If you missed it, the GLIO Journal is now out! Read it here: www.calameo.com/read/0051854667815f3093021?page=1 It's another bumper issue covering all things #listedinstructure. In Issue 15, we cover: * GLIO seminars & events in London & Sydney * The prospects for accelerated global listed #infrastructure returns by Jon Treitel, CBRE Investment Management * Will renewables survive the #energytra...
GLIO/FT Wilshire Infrastructure Allocations discussion
Переглядів 383 місяці тому
Investors are facing a new era for global infrastructure investing. The next 30 years will be a critical period for global infrastructure, with worldwide investment in infrastructure expected to rise to US$79 trillion by 2040 and expanding to include modern assets such as data centers, renewables, and clean tech. With some definitions of infrastructure widening to include these new technologies...
Why Infrastructure discussion with APG Asset Management, Brookfield, FT Wilshire, & WTW.
Переглядів 2523 місяці тому
Key themes discussed: Are listed and unlisted infrastructure vehicles complimentary? How do you build a broadly diversified portfolio to infrastructure? Where are valuations across the infrastructure opportunity set? Will index standardisation attract a broader investor base?
Future of Renewables with Miguel Stilwell, EDP & Martin Pibworth SSE. Interviewer: Geroge Kay, GIC.
Переглядів 1253 місяці тому
Key themes discussed: Energy transition progress globally Supply chain disruption, inflation, and interest rate headwinds Resiliency challenges from existing infrastructure Electrification driving growth and investment opportunities
Future of the Grid interview with Andy Agg, CFO, National Grid
Переглядів 1213 місяці тому
Key themes discussed: Investment trends - load growth capex forecasts, managing the supply chain, balance sheet constraints; Regulation - investibility, anticipatory capex, planning, and competition; Power grids vs gas grids - growth trends, cashflow characteristics, stranded asset/ESG risks; Regional differences - UK vs US (and potential post-election changes)
GLIO/National Grid 2024 Seminar - Highlights
Переглядів 923 місяці тому
GLIO/National Grid held an afternoon seminar in July on key global infrastructure investment themes. Hear from some of the leading investors in the asset class, plus the leadership of major listed corporations representing well over $150bn in enterprise value. Watch the videos now!
Listed Infrastructure Outlook - Q1 2024
Переглядів 404 місяці тому
Could listed infrastructure be your next high-return investment? This timely analysis from Jon Treitel, Portfolio Strategist, CBRE Listed Real Assets, explores why we expect above-average returns for this sector, driven by growth from generativeAI, power demand, and discounted valuations.
Scott Lauber, WEC Energy Interview
Переглядів 2035 місяців тому
Watch Scott J. Lauber, President & CEO of WEC Energy Group, interviewed by leading Utility analyst, Steve Fleishman of Wolfe Research. Key themes discussed: High-level overview of WEC Energy and value proposition Data centers and power demand growth - opportunities & risks Capex: funding current and future growth Regulatory environment
April 2024: The Outlook for Listed Infrastructure
Переглядів 286 місяців тому
It’s been an eventful quarter. Generative AI is supercharging the potential for infrastructure growth across multiple sectors, including utilities and clean energy providers. Private infrastructure players are taking stakes in public renewable assets at premium valuations. Meanwhile, in an era of higher rates, infrastructure returns and cash flows are positively responding, while infrastructure...
GLIO/Morgan Stanley Sydney Seminar - Infrastructure Allocations
Переглядів 1656 місяців тому
Infrastructure Allocation Panel with: James Drohan - Future Fund Alex Campbell - CBUS Super Ashwin Mathur, IFM Investors Moderated by Dan Cave, Frontier Advisors
GLIO/Morgan Stanley Sydney Seminar - US Utilities Discussion
Переглядів 1207 місяців тому
US Utilities Panel with: Calvin Butler - Exelon Patti Poppe - PG&E Moderated by Steve Fleishman, Wolfe Research
GLIO/Morgan Stanley Sydney Seminar - The Future of Global Transportation
Переглядів 757 місяців тому
GLIO/Morgan Stanley Sydney Seminar - The Future of Global Transportation
GLIO/Morgan Stanley Sydney Seminar - Energy Transition
Переглядів 867 місяців тому
GLIO/Morgan Stanley Sydney Seminar - Energy Transition
GLIO/Morgan Stanley Sydney - Economic Update
Переглядів 187 місяців тому
GLIO/Morgan Stanley Sydney - Economic Update
GLIO/Morgan Stanley Sydney Investor Seminar - Introduction
Переглядів 647 місяців тому
GLIO/Morgan Stanley Sydney Investor Seminar - Introduction
January 2024: The Outlook for Listed Infrastructure
Переглядів 189 місяців тому
January 2024: The Outlook for Listed Infrastructure
High Grade: The opportunity to enhance MLP allocations with listed infrastructure
Переглядів 1011 місяців тому
High Grade: The opportunity to enhance MLP allocations with listed infrastructure
November 2023: The Outlook for Listed Infrastructure
Переглядів 4011 місяців тому
November 2023: The Outlook for Listed Infrastructure
October 2023: The Outlook for Listed Infrastructure
Переглядів 2611 місяців тому
October 2023: The Outlook for Listed Infrastructure
What is the case for investing in energy infrastructure?
Переглядів 23Рік тому
What is the case for investing in energy infrastructure?
2021 March - Global Transportation Panel
Переглядів 10Рік тому
2021 March - Global Transportation Panel