Day One: 18 November 2009 

0800-0845
Registration & Coffee

0845-0915 
Welcome by Infrastructure Investor

 0915-0945 
Opening keynote
The Big Picture: "Private sector investment in infrastructure: there is no alternative!”

Hon. Mark Vaile, Chairman, Palisade Investment Partners (former Australian deputy prime minister)

0945-1045 
Prime Mover Panel: Finding an optimal PPP model for Asia’s diverse markets 
- Creating an equitable and sustainable public-private-financial-partnership model 
- Debt-equity ratios in new projects compared to the past
- Reference points: lessons from existing public-private partnerships

Moderator:

Philip Borel, Editor-in-Chief, PEI Media

Panel Members:

Raymond Fung, Head of Infrastructure Investment, China Ping An Trust & Investment Co. Ltd

Rajeev Kannan, Head of Structured Finance Asia Pacific, Sumitomo Mitsui Banking Corporation

Krishna Kumar, Co-Chief Executive Officer, SCI Asia
Richard G. Little, Director, The Keston Institute for Public Finance and Infrastructure Policy

1045-1115 
Coffee break

 1115-1145 
Keynote address: The infrastructure investment opportunity in Indonesia post-elections 

Dr. Bambang Susantono, Vice Minister of Transportation Department, Republic of Indonesia

Moderator:

Alex Wilmerding, Principal, Pantheon Capital (Asia)

Panel Members:

John Myers, Managing Director, Morgan Stanley

Vijay Pattabhiraman, Managing Director - Asian Infrastructure Group, JP Morgan Asset Management

David Russell, Senior Managing Director & Head of Private Equity Asia and Greater China, Macquarie Capital Securities

Saud Siddique, Joint Managing Director, Srei Infrastructure Finance

1230-1400 
Luncheon

1400-1445 

Spotlight on Southeast Asia: Partnering local operators

- From toll roads to healthcare, how can financial investors help further develop the region’s infrastructure?

- Selecting the right projects to back: what are the key criteria?

- Reviewing existing revenue models: can they be improved?

Moderator:

Johan Bastin, CEO, CIMB-Standard Strategic Asset Advisors

Panel Members:

Rick Evans, Chairman, Columbia Asia
Dato' Zulkifli Ibrahim, Managing Director, Jimah Energy Ventures Sdn Bhd

Tarnin Phanichewa, CEO, Don Muang Tollway Public Company

Dr. J. Scott Younger, President Commissioner, PT Nusantara Infrastructure Tbk

1445-1530
Sector Panel: Overcoming Asia's transportation challenge
- The theory and practice of investing in roads, ports and airports
- How to measure and price risk in transport investments
- Will specialised transportation funds be the way forward? 

Moderator:
Philip Borel, Editor-in-Chief, PEI Media
Panel Members:

Anil Ahuja, Head of Asia, 3i Asia
William Lean, Senior Advisor, VinaCapital

Prakash Tulsiani, Managing Director, Gujarat Pipavav Port
Dr. J. Scott Younger, President Commissioner, PT Nusantara Infrastructure Tbk

1530-1600 
Tea break and refreshments

1600-1700 

Sector Panel: Investing in utilities
- The ongoing significance of traditional energy generation versus credible renewable options
- Economic considerations for investing in utilities
- Reviewing off-take agreements in power and water
- Comparing China, India and the rest of Asia
- Big picture outlook: how climate change will transform the economics of infrastructure

Moderator:

Daniel Liew, Asia Managing Partner, SJ Berwin

Panel Members:

Joseph Anderson, Chairman, Next Generation Infrastructure Group

Christopher Huang, Managing Director, Morgan Stanley Asia

Matthew Pollard, Head of Asset Based Investment, Arcapita

Saud Siddique, Joint Managing Director, Srei Infrastructure Finance
Dr. Pawan Singh, Director (Finance), Delhi Power Company & Delhi Transco Limited

1700-1900

Cocktail reception

Day Two: 19 November 2009

0900-0915

Chairman’s recap

0915-1000 
Opening Panel: Fuelling Asia’s growth engines
- PPPs and its alternatives
- Is the traditional financing model for infrastructure projects broken?

- China and India appeal to private sector investors but what are the challenges and rewards inherent in each market?
- Will China and India remain largely dominated by domestic infrastructure developers and investors? 

Moderator:
Alisher Ali Djumanov, CEO, Eurasia Capital

Panel Members:

Dr. Archana Hingorani, CEO & Executive Director, IL&FS Investment Managers Limited

Peter Ho, Director, Head of Project & Export Finance, Hong Kong & China, Standard Chartered Bank

Takashi Hongo, Special Advisor and Head, Environment Finance Engineering Department, Japan Bank for International Cooperation

Kamran M. Khan, Program Director World Bank-Singapore Urban Hub and Head of World Bank Singapore Office, The World Bank

 1000-1030

Keynote Address: Investing In China’s Infrastructure: how can global investors best access opportunities

Raymond Fung, Head of Infrastructure Investment, China Ping An Trust & Investment Co. Ltd

1030-1100

Coffee break

1100-1145
Panel: What fund structure for infrastructure?
- The case for and against the private equity model in infrastructure
- Listed or unlisted? 
- Buy-and-sell versus buy-and-hold: reconciling short- and long-term holding periods
- How to achieve alignment of interest in Asian infrastructure funds

Moderator:
Dean Winterton, Managing Director, South East Asia & the Middle East, AMP Capital Investors
Panel Members:
Saji Anantakrishnan, Director, Mitsui Challenger Emerging Markets Infrastructure Fund
Dr. Rajiv B. Lall, Managing Director & CEO, Infrastructure Development Finance Company
Mike Nikkel, Chief Executive, Oriens Capital
Andrew Yee, Co-CEO, Standard Chartered IL&FS Asia Infrastructure Growth Fund

1145-1230
The final say: The role of institutional capital in infrastructure
- Beyond IRR: What end investors want from an infrastructure investment strategy
- Calibrating realistic return expectations
- Direct or indirect, funds or co-invest? Efficient ways of accessing assets

Moderator:
Robert McGregor, Partner, Actis

Panel Members:

Hans-Martin Aerts, Head of Infrastructure Asia, APG Asset Management Asia

Ivan Bernard-Brunel, Director, AXA Private Equity Asia

Turan Caglayan, First Vice President and Head of New Business Asia, DEG – German Investment and Development Company

Matthew Lim, Vice President, GIC Special Investments