Infrastructure has earned its place in portfolios for diversification, inflation resilience, and exposure to global megatrends. But in today’s higher-rate environment and shifting capital markets, how should investment professionals think about allocations, liquidity, and long-term positioning?

In this interactive session, Mike Undershill will go beyond the fundamentals to explore the debates shaping infrastructure today:

• Are return expectations sustainable in an era of rising capital costs?
• How should advisors balance private vs. public market exposures?
• What risks are underappreciated in the rush to capture megatrend growth?

Come prepared to share your perspective, challenge assumptions, and leave with a deeper understanding of how infrastructure fits into sophisticated portfolio design.

Agenda
11:30 AM - Professional Networking
11:45 AM - Luncheon Service Begins
12:00 PM - Program Begins
1:15 PM - Program Concludes

Application for continuing education has been filed with CFP Board.

This event is being underwritten by our friends

Entree Choices

Dana' Parmesan-Crusted Chicken

Soy Ginger Atlantic Salmon

Gluten-free, vegan, and allery-friendly option
please indicate in notes field when completing reservation