Supply Chain Revolution: Understanding Transport and Logistics Investing

Transport and logistics infrastructure underpin our economy and include the critical services that move goods and people seamlessly across the globe—including subsectors like shipping, ports, waste management, and cold chain logistics that bring food from the farm to your grocery store shelf. While the fundamentals of these businesses and assets make them inherently attractive investments in our view, post pandemic e-commerce demand and geopolitical shifts are creating a fundamental realignment of global supply chains that is driving significant additional opportunity for investment in the sector over the coming years. Join investment leaders from Stonepeak – the world’s largest independent infrastructure investment firm – for a deep dive into this sector. Graham Brown, Managing Director, Connor Lewis, Managing Director and Liam Connor, Principal will discuss:

• What are the key macro considerations in identifying opportunities?
• Which transport and logistics segments and regions are most attractive in the current environment?
• What are best practices in investing in these mission critical businesses and assets?
• How can investors gain access to the opportunity through private equity and real estate?