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Day 1: 20 October 2010, Wednesday
0815 – 0850
Registration & coffee
0850 - 0900
Welcome address by Infrastructure Investor
Andy Thomson, Senior Editor, Infrastructure, PEI Media
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0900 - 0930
Keynote: Investing and Financing of Infrastructure for Development in Asia
Mr Bindu N Lohani, Vice President (Finance & Administration) of the Asian Development Bank, the region's multilateral development financial institution, will outline the challenges of infrastructure development in Asia - in a world of rising fiscal deficits and what can be expected in a post-crisis Asia
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0930 - 1015
Opening panel: Looking beyond the Asian growth story
- Is infrastructure a fundamentally sound investment?
- Is infrastructure an asset play or a sector play?
- Distinguishing between what’s hot and what’s hype?
- Identifying the potential risks for stakeholders: are there fewer pitfalls as governments court private capital participation?
Moderator: Andy Thomson, Senior Editor, Infrastructure, PEI Media
Speakers:
Takashi Hongo, Special Advisor & Head of Environment Finance Engineering Department, Japan Bank for International Cooperation
Richard Little, Director, The Keston Institute for Public Finance and Infrastructure Policy, University of Southern California
John Myers, Managing Director, Morgan Stanley
1015 - 1100
Regulatory panel: Effectiveness of government in attracting private capital
- Are governments in markets with greater sovereign risks doing enough to create conducive environments for investments?
- The Chinese government has been successful in playing the facilitator role in the country’s infrastructure developments. What are the lessons other Asian countries can learn from?
- Is India over-hyped? Is Indonesia even ready for private investors?
Moderator: Robert Tiong, Associate Professor, Nanyang Technological University
Speakers:
Dr. Harish K Ahuja, Joint Secretary, Department of Power, Govt. of Delhi
Brian F. Chase, Senior Vice President, Campbell Lutyens & Co.
Raymond Fung, Head of Infrastructure Investment, China Ping An Trust & Investment Co. Ltd
Joe Yamagata, Deputy Director General, Private Sector Operations Department, Asian Development Bank
1100 - 1130
Coffee break
1130 - 1215
Developer panel: Should developers take on more equity?
- Should developers be managing funds? Is there any evidence that developer-founded funds have outperformed?
- EPC contractors versus developers and the overlap
- Is there room for international developers in countries like India and China, or will the local champions continue to hold sway?
Moderator: Rajeev Kannan, General Manager of Structured Finance Asia Pacific, Sumitomo Mitsui Banking Corporation
Speakers:
Daniel Gaefke, Managing Director, Annex Power
Jeremy Goodwin, President, Chief Financial Officer and Director, China Advanced Construction Materials Group
Kenny Low, Deputy Managing Director, Infrastructure, Vinacapital
Brian Jennett, AECOM Regional Manager, Economics, AECOM
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1215 - 1300
The Big Debate: This House believes India infrastructure will yield higher risk-adjusted returns than China for private fund investors
Two opposing teams debate whether India will outshine China for infrastructure investors
Chairperson: Brian F. Chase, Senior Vice President, Campbell Lutyens & Co.
For the motion:
Ambalika Banerji, Independent
Krishan Sehgal, Founder, KAUP Capital
Against the motion:
Raymond Fung, Head of Infrastructure Investment, China Ping An Trust & Investment Co. Ltd
Mike Nikkel, Chief Executive, Oriens Capital
| 1300 - 1430
Lunch
1430 - 1530: Sector-focused workshops, parallel streams:
| Workshop A: Ensuring sustainable energy policy |
Workshop B: Transport and logistics |
- Traditional power versus renewable energy
- Power distribution networks: upgrade and expansion
- Market pricing: how evolved are most markets?
Moderator: Anthony Muh, Principal and Executive Director, H.R.L. Morrison & Co
Speakers:
Dr. Harish K Ahuja, Joint Secretary, Department of Power, Govt. of Delhi
Ron Mahabir, Managing Director, Asia Cleantech Capital
Arun Sen, CEO, Lanco Power International |
- Toll roads: has central and regional planning been effective in projects?
- Urban connectivity: making efficient commuting affordable
- Logistic hubs: room for more growth?
- Coming boom: the aviation story
Moderator: Mukund Sapre, Executive Director, IL&FS Transportation Networks Limited
Speakers:
Hai Hoang, Director General, Indochina Infrastructure Management Vietnam
Chris de Lavigne, Global Vice President, Consulting, Frost & Sullivan
Oliver Risse, Managing Director, Greenlots
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1530 – 1600
Coffee break
1600 - 1700:
Asia's emerging markets
The hotspots: Indonesia & India
- Singapore: why the government-led privatization efforts were successful, and what other countries in the region can learn from them
- Are local stakeholders better placed to build out the region’s infrastructure?
Moderator: William Lean, Independent
Speakers:
Nigel Khoo, CEO, Maybank Private Equity, Maybank Ventures
Emma Sri Martini, President Director, PT Sarana Multi Infrastruktur (Persero)
Krishan Sehgal, Founder, KAUP Capital
Dr. J. Scott Younger, President Commissioner, PT Nusantara Infrastructure Tbk
1700 - 1800
Exit panel: Delivering on investors’ return expectations
• The premium for developmental risks in Greenfield projects
• The appeal of projects with stable cash flows and annualized returns
• Managing the liquidity cycle
• IPOs versus sell-back versus secondary sales
Moderator: Peter Bird, Managing Director, Rothschild
Speakers:
Anil Ahuja, Head of Asia, 3i Asia
Robert McGregor, Partner & Head of Infrastructure, South East Asia, Actis
Carol Tan, Director, InfraCo Asia
1800 - 2000
Cocktail reception
Day 2: 21 October 2010, Thursday
0850 - 0900
Chairman's welcome and recap
Andy Thomson, Senior Editor, Infrastructure, PEI Media
0900 - 0930
Data points: Building infrastructure - yesterday, today & tomorrow
A macro view on major infrastructure developments globally and how trends may have shifted over the past decades. Can new projects be more efficiently delivered going forward?
By Jimmy Hexter, Director, McKinsey & Co.
0930 - 1015
Private capital panel: Infrastructure and Private Equity
- Are private equity fund and infrastructure compatible?
- How do funds assemble the optimal team to ensure that they are equipped to provide more than equity financing
- Forging meaningful partnerships with local and regional developers and other stakeholders: just how important is this?
Moderator: Robert Thorpe, Managing Director, Macquarie
Speakers:
Dr. Johan Bastin, CEO, CapAsia
Philip Jackson, CEO, Global Real Assets – Asian Infrastructure, JPMorgan
M.K. Sinha, President & CEO, IDFC Project Equity
Andrew Yee, Co-CEO, Standard Chartered IL&FS Asia Infrastructure Growth Fund
1015 - 1045
Coffee break
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1045 - 1130
Onstage interview: The world's largest sports and leisure public-private-partnership
Public-private-partnerships (PPP) have grown in sophistication since the first schemes in the UK nearly 20 years ago. From highly successful partnerships on the building of roads, airports and power plants, we recently saw the Singapore Sports Council award a PPP contract to HSBC Infrastructure Fund III and Dragages, a subsidiary of Bouygues to build the world's largest Sports Hub.
Just how did this innovative project come about?
Interviewer: Mark Woodhams, Head of Infrastructure Asia, HSBC Specialist Investments
Interviewees:
Audra Low, Director, Project Finance, Resources and Energy Group, HSBC
Nick Merritt, Partner, Norton Rose (Asia) LLP
Ludwig Reichhold, Managing Director, Dragages Singapore
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1130 - 1230
Closing Panel: The Investors’ view
- Is investing in infrastructure a stable long-term returns or a fundamentally opportunistic play in the Asia context?
- Getting Asian infrastructure right: the checklist before making a commitment, directly versus third-party funds
- Expectation management: what investors should expect from Asian infrastructure – and what not
Moderator: Alex Wilmerding, Principal, Pantheon Capital (Asia)
Speakers:
Hans-Martin Aerts, Head of Infrastructure Asia, APG Asset Management Asia
Benjamin Haan, Vice President, Private Infrastructure, Partners Group
Paul Heinemann, Vice President, DEG - Deutsche Investitions- und Entwicklungsgesellschaft mbH
1230 - 1430
Luncheon and close of conference
This is a provisional agenda and remains subject to change at the discretion of the organisers
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