SPC Webinar I The Test of a Crisis – Core Infrastructure is Essential

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SWISS PENSIONS CONFERENCE 2020 ZURICH WEBINAR

In general, clients invest in private infrastructure to achieve non-correlation from traditional asset classes, inflation protection, and income. These investment characteristics are especially valuable during times of crisis and economic strain. Core infrastructure must provide essential services (i.e. energy, electric power, and water/waste water) to communities without interruption through economic cycles, including crisis periods. COVID-19 has presented new challenges to essential service providers, but is the outcome the same?

Join us to discuss current markets developments due to COVID-19 or the coming US Election and how the Infrastructure Core asset class is positioned to navigate through the present and future challenges.

Moderator: Richard Nell, CFA, J.P. Morgan Asset Management

To register and buy tickets, members and guests must set up and login with a CFA Institute Id#.

CFA Society Switzerland members can record PL credit for their participation using the online tracking tool (CFA Institute login required).

Speakers

Daniel Galinko

Daniel Galinko, executive director, is an Investment Specialist in the Infrastructure Investments Group at J.P. Morgan. Prior to joining J.P. Morgan in 2017, he was a Senior Associate at StepStone Group where he served on the research team, conducting due diligence on primary fund, co-investment, and secondary investments across the private equity, natural resources, and infrastructure asset classes. StepStone Group provides advisory and asset management services to institutional clients on a global basis. Before joining StepStone, Daniel started his career at Oppenheimer & Company where he supported that firm's private equity fund of funds and co-investment platform. Daniel earned a BA in Economics and East Asian Studies from Brandeis University and an MA in Regional Studies East Asia from Harvard University.

Tilmann Galler, CFA

Tilmann Galler, executive director, is a Global Market Strategist based in Frankfurt. Tilmann is responsible for delivering research-driven insights on the global economy and markets to both retail and institutional clients in Germany, Austria and Switzerland. Prior to joining J.P. Morgan Asset Management, Tilmann spent six years at UBS Global Asset Management as a portfolio manager managing equity and balanced mandates for institutional clients. He was a member of the European equity portfolio construction team. He also worked for Commerzbank Securities as an equity trader. Tilmann holds a diploma in business administration (BWL) of Hohenheim University. He is a certified EFFAS Financial Analyst (CEFA) and a CFA charterholder.