Day One: November 18, 2010
8:00 – 9:00
Check In and continental breakfast
9:00 – 9:10
PEI Media & Chairman’s welcome
Andy Thomson, Senior Editor, Infrastructure Investor
9:10 – 10:00
Infrastructure in the Americas: Trends & Drivers
A data snapshot of the region’s trends and developments
• Infrastructure deal activity by geography and sector
• Where is capital being deployed?
• Identifying the extent to which the market is changing structurally
• New relationships and coalitions that will support the new channels of capital flow
Moderator: David Narefsky, Partner, Mayer Brown LLP
John Dionisio, Investment Director, Meridiam
Christopher J. Leslie, Chief Executive Officer, Macquarie Infrastructure Partners Inc.
Sean P. O’Shea, Vice President & Counsel, Building America’s Future
John Veech, Managing Director, Morgan Stanley Infrastructure
10:00 – 10:30
The Political Landscape and the Impact on Infrastructure Finance
Richard Little, Director, The Keston Institute for Public Finance and Infrastructure Policy, University of Southern California
10:30 – 11:15
Investing Clinic: Building Confidence in Infrastructure
• What’s most attractive to investors? Why? Why Not?
• Open versus closed funds
• Indirect versus direct investments
• Co-investment opportunities
• Multi-channel investment strategies
• What concerns them most about investing in US infrastructure? Other more appealing regions?
David Altshuler, Private Markets Analyst, Meketa Investment Group
Brian F. Chase, Senior Vice President, Campbell Lutyens & Co. Inc.
11:45 – 12:15
The Next Generation of Infrastructure Transactions: Lessons learned from the evolution of parking deals
Moderator: Sean Patrick Maloney, Partner, Kirkland & Ellis LLP
Thomas Lanctot, Principal & Group Head Infrastructure Investment Banking, William Blair & Company
J. Perry Offutt, Managing Director - Head of Infrastructure Banking for the Americas, Morgan Stanley
Addison Smith, Vice President, Sphere Consulting
12:15 – 1:00
Focus on Chicago & the Midwest - Paving the way
• The secret sauce: What framework has allowed for private investment? What needs improvement?
• Emerging project pipeline and how to get involved
• Lessons learned from past transactions
Moderator: Cezary Podkul, Editor, InfrastructureInvestor.com
Denise M. Casalino, P.E., Vice President, AECOM
Dana Levenson, Managing Director – Head of Infrastructure Banking, Americas, The Royal Bank of Scotland
Michael Parker, Managing Director, Jeffrey Parker & Associates
Shirley Ybarra, Senior Transportation Policy Analyst, Reason Foundation
1:00 – 2:30
2:30 – 3:30
Challenges & Opportunities Workshops
• Where are the best sector bets and regional hotspots?
• Greenfield vs Brownfield: what areas are most interesting for new build?
• Pros and cons of funds vs. direct investment
• Ways to optimize performance in current market conditions?
Ricardo Bosch Urzua, Vice President, Cintra US
Dan Kim, Associate, Hewitt EnnisKnupp, Inc.
Reginald Chambers, Principal, 3i Infrastructure
Matthew J. Diserio, Co-Founder and Co-Portfolio Manager, Water Asset Management
J. Paul Forrester, Partner, Mayer Brown LLP
Bill Green, Chief Executive Officer, Macquarie Renewable Energy Partners
Robb E. Turner, Senior Partner & Co-Founder, ArcLight Capital Partners
3:30 – 4:00
4:00 – 4:45
Private to Private Transactions
Moderator: Mitchell F. Hertz, P.C., Partner, Kirkland & Ellis LLP
Robert K. Collins, Managing Director, Greenhill & Co.
Vittorio Lacagnina, Director, SteelRiver Infrastructure Partners
Thomas Majewski, President, Infrastructure and Private Debt Americas, AMP Capital Investors
4:45 – 5:45
Keynote Panel: Infrastructure Fund Model of the Future
• Where are existing fund models going wrong?
• How are terms changing?
• New ways to encourage investors to invest in the asset class?
• Is lack of experienced fund managers the issue?
Moderator: Andy Thomson, Senior Editor, Infrastructure Investor
Adebayo Ogunlesi, Chairman & Managing Partner, Global Infrastructure Partners
Julia Prescot, Partner, Meridiam Infrastructure
Mark A. Weisdorf, CEO & Managing Director, Infrastructure Investments Group, J.P. Morgan Asset Management
6:00 – 8:00
Networking cocktail reception
hosted by Infrastructure Investor, ULI - Chicago, and the Women in Infrastructure Network
The reception will feature:
• Introductory remarks from key members of the Urban Land Institute (ULI) Chicago Infrastructure Initative
• A sneak-peek at the ULI Chicago Game Changing Infrastructure project portfolio - 22 catalytic infrastructure projects around Chicago and the NW Indiana bi-state region.
• Opportunity to network with the Women in Infrastructure Network, ULI Chicago members, and esteemed speaking faculty of the Infrastructure Investor: Chicago Forum
Day Two: November 19, 2010
8:00 – 8:45
8:45 – 9:00
PEI Media & Chairman’s welcome
9:00 – 9:30
Keynote with Martin Stanley, Global Head, Macquarie Infrastructure and Real Assets
Moderator: Robert Chatterton Dickson, HM Consul General, Chicago, UK Trade & Investment
9:30 – 10:15
Public Policy Keynote Panel: Unclogging Deal Flow
• What can be done at the municipal, state and federal level to help get deal flow moving?
Moderator: Richard Little, Director, The Keston Institute for Public Finance and Infrastructure Policy, University of Southern California 11:15 – 12:30
Dale E. Bonner, Secretary of the Business, Transportation & Housing Agency, State of California
Regina McElroy, Director, Office of Innovative Program Delivery, Federal Highway Administration
Richard Rodriguez, President, Chicago Transit Authority
Vance C. Smith, Jr., Commissioner, Georgia Department of Transportation
10:15 – 11:15
The Big Debate: States are best positioned to drive progress in PPPs
The arguments delivered during this debate by the speakers will support their assigned side and therefore do not necessarily reflect the speaker's or their firm's views. The debate proceedings are entirely off the record.
For the motion:
Jack Basso, Director of Program Finance and Management, AASHTO
Against the motion:
Richard Norment, Executive Director, National Council for Public-Private Partnerships
Strategies & Solutions Roundtables: A Closer Look at Opportunities for P3s and Direct Investments
The purpose of this structured peer exchange is to facilitate discussion among DOT executives, private investment professionals, transportation planning practitioners, operators, developers and other key stakeholders.
Each roundtable will kick off with a 15 minute presentation to give a specific update on the trends related to the specific challenge. The roundtable will then continue with a candid discussion on the challenges and identify take-away solutions. Each participant will have the opportunity to contribute to the discussion, assuring a more relevant and practical experience.
The results of the roundtable will be documented in a report for dissemination to the group after the event.
Potential Talking Points:
- Risk Management: How can major risks be shared to minimize cost of financing? How to mitigate overall risk?
- Procurement: Expediting PPP project approval process and overcoming project procurement and contracting issues.
- Financing Greenfield assets: Beyond Availability Payments
- Policy: Building a Proactive Public Partner
- State and Local Government: How does that tie in all together?
- Will the financial crisis draw out PPP activity? Should it happen?
12:30 – 1:30
* This is a provisional agenda and remains subject to change at the discretion of the organizers.