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Hosted by  CFA Tampa Bay

Infrastructure Investing: Current Dynamics and Portfolio Applications


Due to an overwhelming response, we are no longer accepting reservations.


If you would like to be placed on the wait list, send an email to CFA@CFATampaBay.org


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, Michael 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
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Wednesday, August 27, 2025
11:30 AM - 1:15 PM Eastern Time

Location
Cooper's Hawk Winery and Restaurant
4110 W Boy Scout Blvd
Tampa   FL   33607
 
Map for Location



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Gluten-free, vegan, allergy-friendly entree $0.00
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Speaker Profiles

 


Michael Underhill
Capital Innovations, LLC

Michael Undershill is Chief Investment Officer and co-founder of Capital Innovations, LLC, where he oversees the firm’s investment strategy across real assets and infrastructure. A recognized authority in the field, he is the author of the Handbook of Infrastructure Investing (recommended by the CFA Institute and a category best-seller) and a professor of Real Asset Investing at EDHEC University. His research on portfolio management, governance, and the risk characteristics of real assets has been widely published in leading academic and industry journals, as well as featured in the Wall Street Journal, Financial Times, and New York Times. With more than 30 years of experience, Michael is regarded as one of the most respected and thought-provoking voices in infrastructure and real asset investing.
Event ID  270