As energy and infrastructure portfolios grow in scale and complexity, the financial models behind them need to keep pace. To address this, Forvis Mazars held in-person seminars in Sydney, Melbourne and Singapore, bringing together finance professionals, investment managers, developers and operators for an evening of practical insight and networking.
Why portfolio modelling matters now
Developers and investors no longer manage single assets in isolation. They build and run multi-asset portfolios across countries, technologies and revenue structures. That growth brings new modelling challenges. How do you consolidate performance data across dozens of assets? How do you forecast portfolio-level cash flows with confidence? And how do you quickly assess the effect of an acquisition or a divestment on the wider portfolio?
These questions were at the centre of the series. The sessions walked attendees through real scenarios and gave them approaches they could apply straight away.
What we covered
- The main consolidation mechanics in portfolio financial models
- Forecasting and monitoring complex, multi-asset cash flows
- Techniques for modelling acquisitions and divestments
- Common pitfalls in portfolio modelling and how to avoid them
The seminars gave attendees a framework for portfolio-level models: from the architecture and data flows that make consolidation possible, to adding new assets or removing divested ones without breaking the model. A particular focus was keeping the cash flow waterfall visible as portfolios grow, so decision makers always see how the portfolio is performing.
For more on the cash flow measures discussed in the sessions, our tutorials on CFADS, DSCR and LLCR walk through each one.
“As portfolios grow more complex, the ability to consolidate and forecast with precision isn’t just a nice-to-have, it’s a critical capability that directly impacts investment decisions and strategic planning.”
Three cities, one conversation
Running the seminar in Sydney, Melbourne and Singapore connected us with professionals in distinct but related markets. The Australian sessions drew infrastructure fund managers, renewable energy developers and project finance practitioners, reflecting the scale of the local infrastructure investment market. In Singapore, attendees brought a pan-Asian view, managing portfolios across several jurisdictions and regulatory regimes.
Across all three cities the conversations were remarkably consistent. Attendees faced the same core challenges: scaling models as portfolios grow, keeping audit trails and transparency, and building structures flexible enough for the unexpected, whether a bolt-on acquisition, a refinancing or a change in regulation. Our webinar on integrity checks shows how to build quality controls that hold up as a model grows.
Who attended
The seminars were for professionals where financial modelling meets investment management. Attendees included portfolio managers and analysts at infrastructure funds, modelling teams in energy and utility companies, developers managing multi-asset pipelines, lenders assessing portfolio credit risk and advisers supporting M&A and transaction due diligence.
The bigger picture
These seminars are part of our wider commitment to raising the standard of financial modelling across energy and infrastructure. We believe robust, transparent models are the foundation of sound investment decisions, and portfolio modelling tests that foundation hardest: the stakes are high, the structures complex and the margin for error slim. The aim of the series was to give professionals the tools and confidence to meet that challenge.
To build on the seminar topics, explore our free webinars and tutorials, including sessions on sculpted debt service, valuation using transaction multiples, model review and debt sculpting. To hear about future seminars and workshops in your region, sign up for our newsletter.