Boring is Beautiful – Uncover the Untapped Potential of Global Listed Infrastructure – New York Life Investments – 6.21.23

Overview:
Title: Boring is Beautiful – Uncover the Untapped Potential of Global Listed Infrastructure
Date: Wednesday, June 21, 2023
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

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Join the webinar to explore the untapped potential of global listed infrastructure in today’s challenging market environment. Seasoned experts from CBRE Investment Management will discuss how infrastructure assets serve as drivers of economic growth and offer attractive investment opportunities. They will delve into the evolving landscape of infrastructure investments and the importance of essential infrastructure assets and cash flows. Discover how infrastructure can seek to act as a hedge against inflation and rising interest rates. Furthermore, learn how integrating infrastructure into a portfolio can potentially upgrade its performance and serve as a powerful driver in uncertain times.

Speakers:
Daniel Foley, CFA Daniel Foley, CFA Senior Vice President, Portfolio Manager CBRE Investment Management

Daniel Foley is a Portfolio Manager and, as a member of the firm’s Listed Real Assets Securities Global Infrastructure Research Team, is responsible for evaluating listed infrastructure companies in the communications sector globally, as well as the transportation and utilities sectors in the Americas region.

Dan joined the business’s predecessor firm in 2006 and has over 15 years of financial industry experience. In his tenure with CBRE Investment Management and its predecessor firm, Dan has gained extensive, multi-disciplined experience evaluating real assets securities spanning developed and emerging markets across the globe. He has been an active member of the firm’s Global Infrastructure Research Team since its inception.

During Dan’s long tenure with the firm he has covered wide-ranging business models. In his time as a Senior Analyst within the real estate team he worked alongside both the Americas and Asia-Pacific based groups covering core real estate sectors such as retail and multifamily to homebuilders and niche real estate sectors. The experience of rigorous cash flow modeling, fundamental analysis, management interaction, site visits and board level interaction, along with a global perspective and cross-discipline background translated well into the needs of the Infrastructure team.

Dan’s role on the infrastructure team has also evolved as he has taken on a growing set of responsibilities including facilitating interaction with the private infrastructure team in Toronto, being instrumental in the development of tools used by the team, offering leadership and guidance to members of the team, and providing backup support to run weekly investment team meetings. As a Portfolio Manager, he is involved in implementing portfolio construction and interfacing with the market.

Education
  • M.B.A., Villanova University, 2012
  • B.S., Drexel University, 2004 (magna cum laude)
Professional Affiliations and Accreditations
  • Chartered Financial Analyst (CFA)
  • Member of the Edison Electric Institute (EEI)
David Leggette, CAIA David Leggette, CAIA Lead Product Strategist & Head of Marketing, Global Marketing and Client Service CBRE Investment Management

David Leggette is responsible for managing US-based sub-advisory client relationships for the firm’s Listed Real Assets business. He serves as a client portfolio manager and helps lead strategic marketing initiatives across retail and institutional channels.

David joined the predecessor firm of CBRE Investment Management’s Listed Real Assets business in 2004. Prior to that, he spent five years with SEI. David has over 22 years of investment management industry experience.

Education
  • B.A., Hobart and William Smith Colleges
Professional Credentials
  • Chartered Alternative Investment Analyst (CAIA)
  • FINRA Series 7 and 63
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The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective.

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