Frederic Michel-Verdier

Bienvenue sur notre blog d'information du secteur des infrastructures. La crise actuelle créera aussi, comme toute autre crise, des opportunités. Les gestionnaires avec pléthore de liquidités  seront les plus à même de faire de très bonnes acquisitions. Et tout comme le Covid-19 a déclassé certains types d’actifs, comme les aéroports, il est également susceptible d’en rendre attractifs d’autres comme l’infrastructure numérique. Je m’attends à ce que les gestionnaires d’actifs diminuent leurs attentes en matière de rendement.

L’infrastructure numérique comprend des services de base, tels que la communication numérique et le stockage de données. C’est devenu une infrastructure stratégique et essentielle à l’activité humaine.  L’analyse principale de Frédéric Michel-Verdier est qu’il s’agit d’un excellent moment pour davantage d’investissements dans les infrastructures réglementées et numériques mais aussi le secteur des transports redevenus abordables suite à cette crise.

Frédéric Michel-Verdier est un gérant d’actifs ayant plus de 25 ans d’ d’expérience dans les investissements en  infrastructure et financiers à l’échelle internationale.

Il nous a dit :
« Bien qu’il y ait eu beaucoup de discussions ces dernières années sur la baisse des rendements des investissements, le nouvel assouplissement monétaire est là pour durer et est susceptible de diminuer encore plus les attentes de retour des différents investisseurs".

M. Michel-Verdier lance Fair Market Value Capital Partners, une nouvelle plate-forme de capital permanent qui cible les investissements responsables dans le secteur des infrastructures. La plate-forme vise à investir dans toute l’Europe en mettant l’accent sur la transition énergétique, les transports et les infrastructures numériques. Selon Frédéric Michel-Verdier, c’est le moment idéal de prendre des positions à long terme de façon responsable pour le bien de la collectivité. Pour en savoir plus sur M. Michel-Verdier, cliquez ici sur son site Web, où vous pouvez lire les derniers points de vues du secteur des infrastructure. Connectez sa page Frédéric Michel-Verdier sur Crunchbase.

Welcome to the Frederic Michel-Verdier blog. Frederic Michel- Verdier has over 15 years of experience in large scale Equity Investments and Asset Management of Global Infrastructure assets.  The debate over marginal loss factors may see some short-term resolution but the wider conversation about reform Market still has some way to run.

Broadly, private infrastructure investors in the renewable energy space (with one or two notable exceptions) have made submissions in favour of a change, generally towards a system known as average loss factors. Meanwhile, regulators, public bodies and some legacy generators, such as AGL and Snowy Hydro, have made submissions in favour of retaining MLFs, even if they don't all love the system.

Infrastructure Summits and Conferences in 2020

Frederic Michel-Verdier has announced he will be attending the upcoming Infrastructure Investor Global Summit on 16th to the 19th of March 2020 in Berlin. Michel-Verdier and other members of industry’s most influential practitioners are to attend the 2020 Summit, notable speakers include Ben Hammersley, James Kerr and Dr Khanna.

 The Berlin Global Summit is one of a number of high profile Infrastructure events attended by Mr Michel-Verdier in recent weeks, including Paris Infraweek and Citi Outlook 2020 conference in London. Citi Private Bank is confident that 2020 will be brighter than many expect.

Citi stated on their website that global growth will surprise positively, feeding through into modest corporate earnings growth. In turn, this should buoy equity markets and cause longer-term rates to rise by more than the consensus expects.

About the future of the industry, Citi said: ''We urge you to cut through the negative noise, focus on hard economic data, and stay fully invested.''

About Frederic Michel-Verdier

Funds professional specializing in infrastructure equity investments and asset management.Funds veteran specializing in infrastructure equity investments and asset management. An infrastructure investment involves investing in large scale projects like building roads, railways, seaports, airports, telecoms, electricity generation, gas or electricity transmission or distribution, water or sewerage. Infrastructure can also be defined as any ‘real asset’, taking the form of energy, roads, bridges, or anything that is conducive to building and maintaining society.

Mr Michel-Verdier is a leading figure in the industry, read this blog again for the latest from the world of infrastructure. Visit the Frederic Michel Verdier Angel.co profile for his social links. Keep on top of the latest news and views from the industry on the Frederic Michel-Verdier blog here.

 Frederic Michel-Verdier shares about zero waste and carbon by 2025

Frederic Michel-Verdier on Alliancing benefits

Welcome to the Frederic Michel-Verdier blog. Frederic Michel-Verdier is an infrastructure veteran. On some level, we all know about the importance of relationships. I've had people tell me “invest in your relationships” because investing in the infrastructure of your relationships is just as important as investing in the infrastructure of your code and products. And by sharing this, I'm hoping you can learn it much faster than I did.

Learn Best Practices Early to Accelerate Your Growth

On some level, we all know about the importance of relationships. When you don't know the best practices, it's hard to feel that time in an area is well-spent, especially for someone as passionate about the effectiveness as I am! Just like there are design patterns for code, there are also design patterns for building high-trust and effective relationships in teams. And these best practices can provide step functions of improvement in the quality of the relationships, just like they do for codebases. One of those best practices in designing your work relationships as alliances.

Design Your Work Relationships as Alliances

Frederick Michel Verdier on the Benefits of Attending Business Excellence Awards

Welcome to the Frederick Michel Verdier blog. On 21st of November 2019, Frederick Michel Verdier attended the IJGlobal  Awards 2019 were organisations across the international infrastructure and energy sectors celebrate the best-in-class transactions. Frederick Michel Verdier, a Funds veteran specializing in infrastructure equity investments and asset management, explains how entering awards can bring you closer to achieving your business goals. So, read on to discover very good reasons why the search for silverware can make a business truly shine.

Frederic Michel-Verdier Biography

Infrastructure veteran Frederic Michel-Verdier has left IFM Investors after more than a decade at the global fund manager. IFM wrote in an emailed statement to Inframation that Michel-Verdier left at the end last week to “pursue personal business interests”. Frederic Michel-Verdier was IFM’s lead partner on its acquisition in May of a 30% stake in the Deep Container Terminal Gdansk in Poland from Macquarie, alongside PSA International and the Polish Development Fund. In 2018, he advised on IFM’s acquisition of a 40% stake in Mersin International Port, later joining the Turkish company’s board. He also served as a board observer at FCC Aqualia, the Spanish water management company in which he led the acquisition of a 49% from FCC last year. He was vice-chairman since 2010 of the supervisory board of Polish heating networks operator Veolia Energia Polska, in which he led the acquisition of a 40% stake.

Frederic Michel-Verdier

“Since 2008, Mr Frederic Michel-Verdier has been instrumental in developing the London office through strategic relationships and partnerships for the long-term benefit of our investors and their members and has played a key role in a number of our most successful infrastructure investments including the acquisitions of Veolia Poland, FCC Aqualia, Mersin International Port and Deep Container Terminal Gdansk,” the company said. “We wish him all the very best for the future. We are in the process of replacing Frederic Michel-Verdier with an equivalent investment executive.”
Frederic Michel-VerdierFrederic joined IFM Investors after an 11-year career as an M&A banker at ING Barings in London and SG Corporate & Investment Banking in Paris, where he covered the utilities, transports and telecom sectors. He was responsible for a wide range of cross-border transactions, public and private. He initially advised governments on privatisation in Central & Eastern Europe (Poland, Czech Republic, Slovakia, Croatia, Romania, Bulgaria…) but also in North Africa (Tunisia, Morocco, Algeria, Egypt) focusing on telecom and utilities.
Prior to his banking career, Frederic also spent three years with EY in Paris, where he was involved in audit and transaction services across a variety of sectors.

His role at IFM meant he was responsible for relationship and partnership development as well as sourcing, evaluating, implementing and managing investments. At IFM, Frederic Michel-Verdier was coordinating the deal sourcing effort in Europe and was responsible for relationship and partnership development as well as the evaluation, implementation, and management of investments. He held various directorship positions on the boards of Spanish FCC Aqualia, Turkish Mersin International Port, and was Vice Chairman of the Supervisory Board of Veolia Energia Polska and Veolia Energia Lodz. An IFM spokesperson said the manager is “in the process of replacing Michel-Verdier with an equivalent investment executive”.

When asked about the future of infrastructure investment, Mr. Frederic Michel-Verdier commented “Infrastructure has a low correlation with other asset classes and offers protection against inflation and economic cyclicality. Yields are also steady and have good long-term visibility. However, in this low rate and high liquidity environment, expertise in asset management has become crucial to de-risk the investments and add value through asset transitions, strategic initiatives, operational insights, and capital management.” He further added, “European governments are introducing stricter screening rules on foreign direct investments, and partnering with the right local investors is a way to enhance acceptability for any acquisition of strategic infrastructure assets.”

Find out more about Frederic Michel-Verdier by visiting his website here.