EDHECinfra‘s instructors conduct this masterclass to provide participants with an in-depth understanding of the nature of infrastructure investments and how they might be integrated into an investment strategy or product that is designed to help long-term investors meet their investment goals.
Part I: Listed infrastructure: Is it real or fake?
- Looking at the actual performance of active asset managers specialised in infrastructure
- Measuring the asset class charateristics of market indices of infrastructure investment
Part II: Unlisted infrastructure: What is the evidence?
- Building broad market indices of unlisted infrastructure debt and equity
- What is the track record going back 20 years?
Part III: Case Study: Investing in toll roads
- How did equity investors and lenders in ten road projects lose everything when they had a government guarantee against bankruptcy?
- Can we predict political risk?
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