Inspiratia InfraTech Takeouts
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
<strong>InfraTech</strong><br />
Five key takeouts<br />
<strong>InfraTech</strong>: investing in the future<br />
in partnership with
Contents<br />
<strong>InfraTech</strong> - video takeouts<br />
4<br />
Data can help shape the future of infrastructure<br />
6<br />
The rush for full fibre<br />
8<br />
<strong>InfraTech</strong> revolution requires new sources<br />
of capital<br />
14<br />
The era of infraTech is here<br />
18<br />
Digital twin needs private sector backing<br />
Innovations in mobility<br />
20<br />
Fibre is the future<br />
Dealing with data<br />
22<br />
24<br />
Innovation in mobility<br />
26<br />
Panels<br />
28<br />
2 Project name / Section
<strong>InfraTech</strong> - video takeouts<br />
Watch industry experts discuss how technology is revolutionising the<br />
infrastructure space at inspiratia's <strong>InfraTech</strong> conference<br />
The conference – held on 5 June in partnership with Pinsent Masons – explored<br />
applications for data, the digital twin, fibre-optic broadband and smart mobility,<br />
among other topics.<br />
inspiratia's video takeouts installment features infrastructure and technology<br />
specialists examining the key themes of the conference and how the<br />
infrastructure space is being changed by radical new approaches.<br />
David Pool<br />
CEO, Mind Foundry<br />
Nick Boyle<br />
Technical Innovation Officer, Balfour Beatty<br />
Interviews<br />
Anne-Marie Friel<br />
Partner, Pinsent Masons<br />
Simon Colvin<br />
Head of TMT & Sourcing, Pinsent Masons<br />
Anne Kemp<br />
Director, Atkins<br />
Dominic Thasarathar<br />
Thought Leadership, Autodesk<br />
Erik Jorgensen<br />
Managing Director, Macquarie Group<br />
James Dean<br />
Co-founder and CEO, SenSat<br />
Mark Enzer<br />
Chief Technical Officer, Mott MacDonald<br />
<strong>InfraTech</strong> conference<br />
June 2018<br />
4 5
Data can help shape the future<br />
of infrastructure<br />
listen back<br />
Listen here<br />
Sarah Hayes<br />
Senior Economic Adviser and New Technology Lead,<br />
National Infrastructure Commission<br />
The idea of a national digital twin was floated in the National<br />
Infrastructure Commission's Data for the Public Good report last<br />
year 2017.A digital twin is a computer-generated model of physical<br />
infrastructure and data networks in a city, which can be implemented<br />
to map an entire country.<br />
In this audio clip, the NIC's Sarah Hayes explains how the digital<br />
twin will improve the way we plan and use infrastructure, and what<br />
steps the NIC has taken to implement the initiative.<br />
Listen here<br />
Dr Olga Feldman<br />
Directory, Advisory and Strategic Modelling, Data<br />
Analytics, Arcadis<br />
The Internet of Things is a digital network of physical devices and<br />
assets which allows the collection and exchange of data.<br />
Billions of devices around the world are connected to the internet<br />
with the ability to make every aspect of modern life smart.<br />
With this in mind, Dr Olga Feldman ponders how the Internet of<br />
Things should focus more on the application of data and not just its<br />
collection<br />
Mark Enzer<br />
Chair of Digital Framework Task Force and Chief<br />
Technical Officer, Mott MacDonald<br />
David Pool<br />
Founder and Chief Executive, Mind Foundry<br />
Dominic Thasarathar<br />
Thought Leadership, Autodesk<br />
Listen here<br />
Machine learning is the ability for computer systems to learn<br />
independently, through the use of data and algorithms.<br />
For many in the industry, it may seem like a new concept, but it has<br />
been part of the infrastructure space for many years.<br />
David Pool defines the three types of machine learning and explains<br />
how the input of data is key in solving complex challenges.<br />
Dr Angie Ma<br />
Co-founder, ASI Data Science<br />
Artificial intelligence can perform tasks which traditionally only<br />
humans could carry out, such as identifying images and speech<br />
patterns.<br />
Listen here<br />
Raw data is the key resource of the modern age, allowing more<br />
accurate information to be collected which leads to better decision<br />
making.However, the value of data has yet to be quantified,<br />
with new business, procurement and commercial models going<br />
unrealised.<br />
In this extract, Mark Enzer looks at how data can be valued, and<br />
is joined by Dominic Thasarathar for a discussion on who should<br />
benefit from the monetisation of data..<br />
James Dean<br />
Co-founder and CEO, SenSat<br />
A technology which can capture and analyse high quality<br />
information in real time is a valuable asset for any sector.<br />
The technology underpins the ongoing revolution within the<br />
infrastructure space, allowing universal improvements to both<br />
understanding and application.<br />
However, while drones can and have carried out these tasks, the use<br />
of this technology is not universal in the infrastructure space.<br />
Listen here<br />
To that end, Dr Angie Ma outlines some practical examples of<br />
artificial intelligence, which has led to efficiencies and savings<br />
across the board.<br />
Listen here<br />
James Dean and Dominic Thasarathar explore the role of these<br />
flying robots, and say why there needs to be long-term investment in<br />
technology to truly unlock its benefits for the infrastructure sector.<br />
6 7
The alternative network providers (altnets) – a variety of entrepreneurs<br />
competing with incumbents Openreach and Virgin – have received a helping<br />
hand from the UK government by way of competition rules and a funding<br />
environment stimulated by the Digital Infrastructure Investment Fund (DIIF).<br />
But full fibre connectivity is still at around just 3%, meaning that the national<br />
network build-out will require much more capex investment – estimated to be in<br />
the tens of billions of pounds.<br />
The rush for full<br />
fibre<br />
"Given only 2-3% of the country has full fibre, there is a lot of land to go for and<br />
that is why you're seeing increased interest from infra investors in the space. It<br />
is a little bit of a land rush," said Oliver Bradley, corporate finance director with<br />
London-based fibre developer CityFibre.<br />
For the altnets – which also include the likes of Hyperoptic and Gigaclear – the<br />
main challenge is amassing sufficient scale to be taken seriously by internet<br />
service providers (ISPs) and financiers alike.<br />
Already there have been some examples of success, with CityFibre recently<br />
striking a subscriber deal with ISP Vodafone and now receiving equity backing<br />
from major infrastructure fund managers Antin and Goldman Sachs.<br />
"The challenge for altnets has been a chicken and egg problem of unless we are<br />
big we are not relevant to [ISPs], but unless one of you helps make us big we will<br />
always be small. So how do you break that cycle?" asked Bradley.<br />
On the financing side, also, scale is a problem. Debt providers say companies<br />
need to grow and consolidate to be more creditworthy and attract cheaper forms<br />
of financing. Yet the altnets' access to capital has already improved dramatically<br />
since the government began developing its DIIF initiative in 2015.<br />
"You can argue that the government has achieved its policy objectives already<br />
because the amount of focus on the sector, the amount of transactions that have<br />
happened. The capital is there – the DIIF is complementing and doubling the<br />
firepower available," said John Mayhew, head of infrastructure finance at M&G<br />
Investments, which is mandated as one of the fund managers under the DIIF<br />
initiative.<br />
8 Project name / Section<br />
For lenders, Mayhew said, the altnet financing market still has a way to go<br />
before it is more mature and can command higher gearing and better pricing.<br />
In addition to size, the altnet business model is also prone to demand and<br />
technology risk, though these can be mitigated with anchor contracts and the<br />
backing of large corporate ISPs.<br />
9
An open question<br />
Where the altnets lack size, their larger incumbent competitor Openreach<br />
lacks incentive. With the way the market is regulated, it makes little sense for<br />
Openreach to invest in fibre infrastructure upgrades when its legacy copper<br />
network is already bringing in revenue and the opportunity for additional<br />
returns is slim, said Ian Dabson, a commercial specialist with the government's<br />
Infrastructure & Projects Authority.<br />
"So the only business case they can make is opportunity cost if they lose their<br />
market share," said Dabson.<br />
With CityFibre already claiming to offer cheaper and higher-quality connections<br />
than Openreach, there are certainly pressures on the market to evolve. While<br />
Openreach theoretically has the clout to simply outprice its smaller competitors,<br />
new entrants have benefited from a number of regulatory changes in recent<br />
years that level the playing field, including restricting Openreach from<br />
selectively lowering prices only in the areas where competitors are taking<br />
market share.<br />
The UK government is still developing its strategy to attain near universal full<br />
fibre coverage for homes, businesses and future smart cities infrastructure such<br />
as lamp posts and traffic lights. It is currently carrying out the Future Telecoms<br />
Investment Review.<br />
Experts estimate the densely populated parts of the UK – around 40-50% of<br />
the market – will be developed on a fully market-based approach in the next<br />
few years. On the other end of the spectrum, where the country is sparsely<br />
populated and demand is low, it will make little economic sense for fibre<br />
developers to invest without subsidies. But there are also second tier population<br />
centres which could be developed under more innovative schemes such as<br />
regional monopolies or the French and Portuguese models.<br />
"When you get to the very edge of the network it's going to be extremely<br />
challenging to deploy that economically," said Matthew Evans, CEO of<br />
Broadband Stakeholder Group and Executive Director of SmarterUK. "In that<br />
middle third there's some really interesting policy choices facing the government.<br />
That could be something in the way of a regional monopoly. It could be a bit of<br />
a more innovative approach than what we have seen today."<br />
Lessons from France<br />
In a similar vein, the French full fibre market has been developing at a rapid<br />
pace in recent years.<br />
"We started looking at infrastructure in broadband back in 2009," said<br />
Gwenola Chambon, head of infrastructure funds at Mirova. "At the time nobody<br />
was interested in that sector in France. Very limited banks were attracted by the<br />
sector due to technology risk. And then in 2014, we actually went to the capital<br />
markets."<br />
In a few short years, infrastructure investors have come up with ways to compete<br />
with the major telcos, introducing mini-perm structures and creating a new asset<br />
class within rating agencies in order to facilitate aggressively geared project<br />
finance in a space with significant technology and revenue risk. Today, the<br />
market has heated up to the point where some bidders are no longer asking for<br />
subsidies.<br />
"We are in France seeing crazy terms," added Chambon. "We started with an<br />
initial double-digit strategy for new projects and now we are even below double<br />
digits for risky greenfield transactions, because we are facing competition from<br />
incumbents which are just struggling not to lose opportunities."<br />
While the French broadband PPP programme is coming to an end, Chambon<br />
said she sees further opportunities elsewhere in Europe.<br />
"We are in a market that is very hot on infrastructure. There is major potential<br />
for investment. Some of the traditional countries – the UK, Germany, France<br />
and Italy – are lagging behind and we need to catch up and invest massively to<br />
reach the threshold of 80% by 2022."<br />
5G era<br />
Whilst full fibre investment has fallen behind in the UK, authorities are working<br />
to ensure that the nation is at the front of the pack in developing the next major<br />
widely adopted telecom technology – 5G.<br />
The new mobile communications standard is necessary to support many<br />
upcoming innovations – including artificial intelligence, the cloud and driverless<br />
cars – and then connecting these systems to physical infrastructure.<br />
"5G is the bit that sits between the infrastructure and the data and the<br />
10 11
management platforms," said Tony Sceales, sector coordination lead for the 5G<br />
Testbeds & Trials Programme at the Department for Digital, Culture, Media &<br />
Sport. "It's the way that everything starts to get glued together."<br />
The world moves to a new generation of mobile technology roughly every 10<br />
years, said Sceales, and the UK is believed to be a year or two ahead in the<br />
decade-long rollout of 5G.<br />
Communications regulator Ofcom recently auctioned off the 3.4GHz band<br />
to telecoms companies for 5G use, and various government-backed research<br />
initiatives are underway to encourage investment, develop technology and<br />
prepare a regulatory framework.<br />
The £1 billion National Productivity Infrastructure Fund has provided a £700<br />
million pool of funding split between local full fibre and 5G programmes. And<br />
the government is also in the process of appointing a pilot 5G city as part of the<br />
5G Urban Connected Communities project.<br />
All this will support inward investment, exports, productivity and academia, said<br />
Sceales, adding, "Our ambition is to be the number one digital nation."<br />
listen back<br />
Oliver Bradley<br />
CityFibre,<br />
on the altnets<br />
John Mayhew<br />
M&G, on the financing<br />
environment<br />
Ian Dabson,<br />
Infrastructure & Projects<br />
Authority, on regulation<br />
12<br />
Project name / Section<br />
13
For traditional infrastructure investors, <strong>InfraTech</strong> means the emergence of<br />
technology-led asset classes like broadband, data centres and electric vehicle<br />
charging stations. But the real innovation is happening higher up the risk curve<br />
– with venture-type capital out to support early-stage businesses that offer<br />
higher-tech solutions to the infra sector<br />
The UK's infrastructure sector – once among the most active greenfield markets<br />
in the world – has been characterised in recent times by a lack of dealflow and,<br />
on the few transactions that have emerged, fierce competition.<br />
With investors searching for ways to deploy their capital, new asset classes<br />
have fallen under the banner of infrastructure – among them technology-led<br />
sectors like smart meters and data centres. In addition to expanding the range<br />
of investable asset types, infratech is also about smarter construction and asset<br />
management.<br />
This technological charge is progressing at a rapid pace. Market players are<br />
looking at how advanced tech – including drones, artificial intelligence and<br />
autonomous vehicles – could provide solutions for traditional infrastructure.<br />
But these disruptive businesses – mostly early-stage startups – are more akin<br />
to venture capital or growth capital plays, and such ventures require different<br />
investing skills, according to Erik Jorgensen, managing director at Macquarie<br />
Capital.<br />
"You need to have the right skillset in place to evaluate the person risk, the<br />
technology risk and the market adoption risk that come with early-stage<br />
investing, versus the construction risk and the regulatory risk that comes with<br />
an infrastructure project," Jorgensen said at inspiratia's <strong>InfraTech</strong> conference in<br />
London on 5 June.<br />
<strong>InfraTech</strong><br />
revolution<br />
requires new<br />
sources of capital<br />
Finding the funds<br />
These opportunities – offering equity returns north of 25% – are clearly at the<br />
riskier end of the curve.<br />
They are also, in infrastructure terms at least, small fry in terms of equity tickets.<br />
As one example, Jorgensen said Macquarie was looking at companies with<br />
revenues of between US$10-15 million, in which it would be able to deploy<br />
between US$10-50 million in equity.<br />
Meanwhile, the question traditional investors and financiers have, considering<br />
they are used to long-term stable cashflows, is around how their capital is going<br />
to be repaid.<br />
There are some interesting models coming out around how you capture value,<br />
how you pay back the debt and how the equity goes into it," said Nick Ogden,<br />
partner at Pinsent Masons, which sponsored the <strong>InfraTech</strong> conference.<br />
14 Project name / Section 15
Luca Gatto, head of infrastructure at Japanese lender SMBC, said banks are<br />
even less keen on the kind of technology risk, volume risk, demand risk and<br />
pricing risk that highly technology-intensive sectors bring with them.<br />
However, he added that for many market players, a starting point in tech has<br />
been to look at existing sectors that might be undergoing digital transformations.<br />
Government backing<br />
The UK government is playing a central role in the development of two<br />
technology-led infrastructure sectors through the creation of two public-private<br />
investment funds.<br />
The first – the Digital Infrastructure Investment Fund (DIIF) to support the<br />
broadband rollout – saw Amber Infrastructure, Infracapital and M&G selected<br />
to manage three separate vehicles last July [2017]. The Infrastructure & Projects<br />
Authority (IPA) is now preparing to launch a follow-up to service the EV<br />
charging market.<br />
Axel Jaegle, commercial specialist at the IPA, said the idea behind both funds<br />
was to catalyse private sector investment and send signals to the market that the<br />
government was supporting the sector.<br />
In the case of broadband, he added, the sector had been less popular as<br />
an investment theme among infrastructure investors when the IPA first started<br />
marketing the DIIF in 2015, but is now seen as an established asset class in its<br />
own right.<br />
Once a manager has been selected for the EV charging fund, Jaegle said the<br />
IPA could turn its focus to a third investment vehicle aimed at another emerging<br />
asset class – cleantech.<br />
Investment demand<br />
The government's involvement in the broadband and EV charging markets will<br />
not please everyone – some will say it is up to investors to price risk and fund a<br />
sector's early growth, without the influence of the state.<br />
And in that respect, infrastructure funds have a critical role, according to Patrick<br />
Bossert, associate partner at EY.<br />
"We need some of the big traditional funds to invest in, for example, digitising<br />
rail – that will drive a massive demand for the right digital technologies for<br />
managing markets, capacity and arbitrage, where the venture funds and more<br />
specialised investors can play," he said.<br />
"But we still need the government to unlock the big prize first to enable this<br />
whole market, and something tells me that we're just on the cusp of that<br />
happening."<br />
16 Project name / Section Project name / Section 17
The infrastructure sector is becoming smarter with the emergence of infratech<br />
– described by Simon Colvin from Pinsent Masons as "the digital disruption<br />
of physical infrastructure". New technologies in transport and energy are<br />
developing; advanced robotics, artificial intelligence and drones are being<br />
deployed to make assets more efficient; and data is revolutionising the way<br />
projects are being built and operated – and many of these innovations are<br />
being driven by the infrastructure users themselves.<br />
The era of<br />
infratech is here<br />
But the rise of smart infrastructure brings about challenges, not least when it<br />
comes to investment horizons. How does a tech company operating, say, on<br />
12-month cycles interface with an infrastructure asset owner that has a 30-year<br />
outlook? And how do they both square with a political environment that rarely<br />
extends past the next general election? What are the business models of the<br />
future?<br />
In this regard, Macquarie's move to buy 50% of environmental monitoring<br />
business EMS – its first investment out of its new infratech business – could<br />
provide some inspiration. Other entry points include the creation of in-house<br />
technology units by infrastructure companies, some of which are also starting to<br />
partner with tech firms on project bidding teams.<br />
But with all these innovations, it's crucial to avoid the divide between having<br />
a technologically advanced asset and employees that are not digitally<br />
empowered, said Macquarie's Erik Jorgensen – a prime example being in the<br />
health sector, which despite developing robotic surgery, processes fewer than<br />
20% of payments digitally.<br />
Fundamentally, for the infrastructure and construction companies that historically<br />
have been reluctant to change – construction in particular is famously one of<br />
the least digitised industries – it is about better communicating the benefits<br />
technology can bring.<br />
19
Last year [2017], the UK's National Infrastructure Commission (NIC) floated<br />
the idea of a pilot digital twin – a computer generated model of physical<br />
infrastructure and data networks. The digital twin would help develop a greater<br />
understanding of how individual infrastructure assets interact and allow more<br />
detailed planning of future physical infrastructure, said the NIC's Sarah Hayes.<br />
A long-term timetable has been tentatively set out for the implementation of<br />
digital twin models, starting with initial versions based on cities and rural areas,<br />
before a gradual combination into a full, national model.<br />
The first panel at inspiratia's conference visualised what infrastructure would<br />
look like in the year 2025 and explored the applications of a digital twin. It was<br />
suggested that by incorporating data on asset usage and service capabilities,<br />
owners could find the most efficient uses for their projects, as well as potentially<br />
avoiding major capital expenditures.<br />
The crucial aspects which would enable a digital twin to be used to its full<br />
potential are artificial intelligence (AI) and machine learning, according to<br />
panellists. These technologies would be able to analyse and make a huge<br />
number of predictions more successfully than human experts.<br />
Digital twin<br />
needs private<br />
sector backing<br />
It was also stated that the key to a successful rollout of a digital twin is to gather<br />
appropriate parties to work together on it. AI companies, entrepreneurs and<br />
academics would need to combine with infrastructure players and authorities to<br />
develop a successful digital twin, as the "government needs a nudge from the<br />
private sector," according to Hayes.<br />
20
Information technology and data provide the backbone for infratech<br />
innovations, as underlying digital assets – broadband, data centres and 5G –<br />
are increasingly embraced as essential infrastructure.<br />
'Fibre is the<br />
future'<br />
The UK broadband market has been particularly active in the past 12 months,<br />
with a wave of infrastructure players – Amber, Aviva and Infracapital – striking<br />
deals. In perhaps the most significant yet, the UK's largest alternative network<br />
provider, CityFibre, is being acquired by Antin and Goldman Sachs funds.<br />
"Over the last few years you've seen more and more acceptance that fibre is<br />
the future and that it can be thought of as infrastructure," said Oliver Bradley,<br />
corporate finance director at CityFibre.<br />
The uptick in investing has coincided with the launch of the government's Digital<br />
Infrastructure Investment Fund (DIIF) last summer. With fibre-to-the-premises<br />
connectivity in the UK falling behind other European countries due to years of<br />
underinvestment, the DIIF has helped attract new capital.<br />
"You can argue that the government has achieved its policy objectives already<br />
because the amount of focus on the sector, the amount of transactions that have<br />
happened. The capital is there – the DIIF is complementing and doubling the<br />
firepower available," said John Mayhew, head of infrastructure finance at M&G<br />
Investments, which is mandated as a fund manager under the DIIF initiative.<br />
The UK competitive landscape is still in flux, and the potential opportunity for<br />
investors is vast – experts estimate capex needs for the nationwide fibre rollout<br />
to be in the tens of billions of pounds.<br />
While funding and regulatory schemes vary in each country, the race is on<br />
to build broadband networks across Europe. The French PPP programme, for<br />
instance, has notably quickly become a highly competitive financing target.<br />
Once broadband is an established infrastructure asset, other digital<br />
technologies such as 5G are poised to follow suit. These technologies will<br />
support everything in the infratech sector – from BIM software and drone<br />
mapping for construction, to the Internet of Things and smart roads that will<br />
boost asset management capabilities.<br />
23
As the production and consumption of data by asset owners and users increases,<br />
this creates issues around how that data can be best put to use. As it stands,<br />
there is no consensus in how to approach this, suggesting work is required<br />
before a best practice emerges. Solutions will naturally differ between sectors<br />
but the issue is taking up increasing amounts of the time of those engaged in<br />
technological applications for infrastructure.<br />
For one, Transport for London (TfL) – the public body in charge of the UK<br />
capital's underground, bus and trunk road networks – sees value in free data<br />
sharing. TfL's Gareth Sumner said that the creation of an API allowing unfettered<br />
access to its data had already saved money. Furthermore, TfL is actively seeking<br />
relationships with companies that could derive value from the free flow of data,<br />
in quid pro quo arrangements.<br />
Dealing with<br />
data<br />
Highway owner Hochtief takes a different approach, in that it does not foresee<br />
free data exchanges on its smart road projects. For instance, the group receives<br />
significant data from car manufacturer VW but does not get this for free, and so<br />
predicts a data marketplace will arise to deal with these transactions.<br />
But what is currently lacking is a well-defined framework within which<br />
information can flow from one party to another. Key to this occurring is ensuring<br />
that data protection requirements are adhered to.<br />
Anne Kemp of Atkins highlighted this as a crucial issue, saying, "The nightmare<br />
of this is when we're talking about individuals and GDPR, when we put no more<br />
than five datasets together we can identify an individual. We all need to be<br />
much more aware of it and learn how to do this."<br />
24
At the same time as new infrastructure sectors emerge and approaches to asset<br />
management evolve, private vehicular transport is also on the cusp of a new era.<br />
Innovations in<br />
mobility '<br />
Electric vehicles (EVs), autonomous vehicles (AVs), vehicle-to-grid (V2G)<br />
charging infrastructure and mobility-as-a-service solutions (MaaS) are all<br />
coming to market almost simultaneously, with potentially radical implications<br />
for emissions, driving habits and even threatening the concept of personal car<br />
ownership.<br />
Perhaps the most immediate innovation to make a significant impact on cities<br />
around the globe will be EVs. TfL's Sumner explained his employer's approach,<br />
saying, "For us what's really important is to make sure EVs aren't just aimed at<br />
private ownership, but also at taxi private hire, freight, and at fleets. We believe<br />
one of the key ways to make that happen is to make sure there are enough rapid<br />
charging points in central London."<br />
But, as is the case with many infratech initiatives, there is still work needed to<br />
fully accommodate these new technologies. Octopus Energy's Tim Heal stressed<br />
that more sophisticated marketplaces are needed to allow V2G deployment<br />
to become widespread, as well as for the experience of customers to be<br />
fundamentally simplified so that they can be encouraged to switch from petrol.<br />
Perhaps further afield, but potentially more seismic, is the nascent AV industry,<br />
which Appyparking's Dan Hubert claimed would lead to a drastic fall in car<br />
ownership among the populace. However, bureaucratic issues in the different<br />
approaches to this taken by councils, at least in London, would need to be<br />
cleared up before car sharing could mature.<br />
On the other side of the coin, according to Hubert, is the notion that institutional<br />
fleets of AVs will increasingly become the norm, particularly in cities where<br />
owning a car is less vital for navigating between neighbourhoods.<br />
26 Project name / Section<br />
27
Panels<br />
Infrastructure 2025<br />
• Dr Angie Ma, Founder – ASI Data Science<br />
• Mark Enzer, Chair of Digital Framework Task Force and Chief Technical Officer –<br />
Mott MacDonald<br />
• Sarah Hayes, Senior Economic Adviser and New Technology Lead –<br />
National Infrastructure Commission<br />
• Dr Olga Feldman, Director Advisory and Strategic Modelling, Data Analytics – Arcadis<br />
• James Dean, Co-Founder and CEO – SenSat<br />
• Dominic Thasarathar, Thought Leadership - Autodesk<br />
Smart Mobility: Economics and Technology<br />
• Gareth Sumner, Foresight Manager – Transport for London<br />
• Anne Kemp, Director – Atkins<br />
• Dr Joachim von Lukowicz, Vice President – Hochtief<br />
• Dan Hubert, CEO and Founder – AppyParking<br />
• Tim Heal, Head of Strategic Finance – Octopus Energy<br />
Smart Infrastructure: Investment Opportunities<br />
• Axel Jaegle, Commercial Director, Financial Advisory – Infrastructure & Projects Authority<br />
• Luca Gatto, Head of Infrastructure – SMBC<br />
• Erik Jorgensen, Managing Director – Macquarie<br />
• Nick Ogden, Partner – Pinsent Masons<br />
• Patrick Bossert, Associate Partner – EY<br />
Broadband and Digital Infrastructure<br />
• John Mayhew, Head of Infrastructure Finance – M&G<br />
• Oliver Bradley, Corporate Finance Director – CityFibre<br />
• Gwenola Chambon, Head of General Infrastructure Funds – Mirova<br />
• Ian Dabson, Commercial Director – Infrastructure & Projects Authority<br />
• Matthew Evans, CEO of Broadband Stakeholder Group and Executive Director of SmarterUK<br />
– TechUK<br />
Presentations<br />
• Simon Colvin, Partner – Pinsent Masons<br />
• Nick Boyle, Technical Innovation Director – Balfour Beatty<br />
• David Pool, Founder and Chief Executive – Mind Foundry<br />
• Tony Sceales, Sector Coordination Lead for the 5G Testbeds & Trials Programme –<br />
Department for Digital, Culture, Media & Sport<br />
28 29
www.inspiratia.com<br />
info@inspiratia.com | +44 (0)20 7351 9451