There is a lot of discussion around the technology surrounding energy such as batteries and solar power, how it will affect infrastructure assets and whether or not people will be getting off the grid.
David Maywald, Senior Investment Analyst and Portfolio Manager at RARE discusses how these disruptive technologies are impacting the utility sector.
Company: RARE Date added: 27-10-2015
RARE David Maywald
David is a Senior Investment Analyst and Portfolio Manager for the Yield Strategy. He has responsibility for researching regulated utilities across Europe, UK and Australia. This includes building relationships with listed infrastructure stocks, regulators, suppliers, bankers, brokers, consultants, clients and research houses. Prior to joining RARE in 2006, David was a member of the Investment Committee at Constellation Capital Management, where he analysed the Utility, Infrastructure, Transport, Telecom, Media, Commercial Services, Energy, Gaming and Information Technology sectors. David has also held Investment Analyst roles at Credit Suisse, JP Morgan and BT Funds Management. David holds Bachelor degrees in Commerce (Honours) and Economics from the Australian National University, and a Graduate Diploma in Applied Finance and Investment from FINSIA. David is a CFA Charterholder and member of the CFA Society of Sydney.