Sean Friend

CIO SADC / IDEAS Fund Portfolio Manager African Infrastructure Investment Managers (“AIIM”)

Sean is the CIO for SADC investments and Co-Portfolio Manager of the IDEAS Funds. The IDEAS Funds are the largest domestic equity investor in infrastructure projects in the SADC region with assets under management and commitments of approximately ZAR 24 billion.

Sean joined Old Mutual Alternative Investments in 2006 and became part of AIIM in 2015 when the investment teams were merged. Initially as Portfolio Manager, Sean has been responsible for the IDEAS Fund’s overall management since 2008 and over this period he has overseen the Fund’s significant investment in South African infrastructure and in particular South Africa’s Renewable Energy Independent Power Producer Procurement (“REIPPP”) programme. The fund has substantial equity interests in 28 operational projects and 5 projects in construction with an aggregate generation capacity of over 2.5 GW. During this period, the IDEAS Funds has grown fund assets from ZAR2.0 billion to approximately ZAR 19 billion, including successfully raising in excess of ZAR 9 billion in new capital.

Sean holds a Bachelor of Science and Masters of Science degrees from the University of Witwatersrand and is a CFA Charterholder

2024 Agenda Sessions

Financing Africa’s developing infrastructure for future returns

Infrastructure as a key – unlocking future access to new, untapped mining opportunities across the continent
How can investment into transition mineral mining open investment corridors into these opportunities?
Energy and utility security – How can developing reliable power access create new opportunities for investment? Does the capacity exist to support future mining efforts?
What are the ESG considerations? Are these likely to hinder financing, especially against the backdrop of other sources of FDI?

Tuesday 06 February 15:20 - 16:00 Pioneers Stage

Investment Series

Add to calendar 02/06/2024 15:20 02/06/2024 16:00 Financing Africa’s developing infrastructure for future returns

Infrastructure as a key – unlocking future access to new, untapped mining opportunities across the continent
How can investment into transition mineral mining open investment corridors into these opportunities?
Energy and utility security – How can developing reliable power access create new opportunities for investment? Does the capacity exist to support future mining efforts?
What are the ESG considerations? Are these likely to hinder financing, especially against the backdrop of other sources of FDI?

Pioneers Stage Africa/Johannesburg

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