1 Global Infrastructure Investors SummitWelcoming Address – Where is the Industry Today? Where are we Heading? Mark O’Hare CEO & Founder, Preqin 1st June, 2017

2 How is the global infrastructure investing industry performing?Deals Assets under Management (AUM) Investor satisfaction and appetite Fundraising Can the growth continue? Demand Supply Issues shaping the future of the industry?

3 Infrastructure Today Deals AUM Investor Satisfaction Allocation PlansFundraising Source: 2017 Preqin Global Alternatives Reports

4 Can the Growth Continue?Demand Supply % Participation Over / Under-allocated Next 20 years global infrastructure required: $35 – 40 trillion Boston Consulting Group Source: 2017 Preqin Global Alternatives Reports

5 Business as Usual? Asset valuations appear very high – impact on future returns? Routes to market evolving – separate accounts, direct investment, co- investments Demand for transparency Segregation of investment horizons Source: 2017 Preqin Global Alternatives Reports

6 Private Equity & Venture CapitalAbout Preqin Private Equity & Venture Capital Hedge Funds Real Estate Private Debt Infrastructure Natural Resources San Francisco New York London Hong Kong Manila Singapore Clients include over 44,000 industry professionals from 16,000 firms Multi award-winning service Data available via online databases, publications and research reports