Infrastructure Investor Asia 2010

8/8/2019 Infrastructure Investor Asia 2010

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Sizing up the Opportunities

20 - 21 October, 2010 The Fullerton Hotel, Singapore

R E G I S T E R

B E F O R E

1 0 S E P T O

S A V E $ 3 0 0

Hans-Martin AertsHead of InfrastructureAsiaAPG AssetManagement Asia

Raymond FungHead of InfrastructureInvestmentChina Ping An Trust &Investment Co. Ltd

Anil AhujaHead of Asia3i Asia

Philip JacksonCEO,Global Real Assets– Asian InfrastructureJPMorgan

John MyersManaging DirectorMorgan Stanley

Andrew YeeCo-CEOStandard Chartered IL&FSAsia Infrastructure GrowthFund

Matthew LimSenior VicePresidentGIC SpecialInvestments

Mark WoodhamsHead of InfrastructureAsiaHSBC SpecialistInvestments

Bindu N. LohaniVice President(Finance and Administration)Asian Development Bank

: Asia

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in Asia alread y has pro ven to be more than a

lo w risk, lo w re turn asse t

class.

Wi th re turns ranging from

mid- teens to 20 percen t

IRR, global in ves tors are

taking a serious look a t

in fras truc ture in Asia. Bu

t wha t does i t take to con v

er t considera tion in to ac ti

on?

To da te, mos

t in fras truc ture projec ts

in Asia ha ve been nance

d locall y and go vernmen t

-led. In some

cases this has worked be t

ter than in o thers, and the

e vidence sho ws ver y clear

l y tha t a compelling case

can be made for pri va te c

api tal par ticipa tion in the

fur ther de velopmen t o f A

sian in fras truc ture.

Las t year, In fras truc ture

In ves tor: Asia sho wcased wha t the pr

i va te sec tor can bring to

the table to

accelera te the pace o f in fr

as truc ture in ves tmen t, an

d speci call y we looked a t the role o f o versea

s pri va te

capi tal in this e xci ting m

arke t. This year, we will

take s tock o f some o f th

e mos t signi can t projec ts

comple ted to da te, and lo

ok a t the lessons to be le

arned from them, i f pri va

te capi tal is to ma ximise

re turns going for ward. W

e will also con tinue the

deba te on whe ther the P

ublic-Pri va te-Par tnership

model ac tuall y work in A

sia, or whe ther i t works b

e t ter in some Asian coun tr

ies than in o thers.

O ther ke y them

es a t this year’s second a

nnual In fras truc ture In ve

s tor: Asia will take an in-

dep th look

a t rene wable energ y, to e xplore i f i t is inde

ed a wor th y o f the a t ten t

ion i t has a t trac ted in rec

en t years

from pri va te in ves tors, an

d also connec ti vi t y in the transpor t sec tor, whe

re much in teres t has also

been

focusing.

We are e x tremel y pleased

to be able to hos t the e ve

n t for a second time, and

we’re e xpec ting a high-

calibre cas t o f speakers a

nd delega tes to a t tend. I v

er y much look for ward to

mee ting you in Singapore

in Oc tober.

In large par ts o f Asia, in f

ras truc ture in ves tmen ts

is ga thering serious mom

en tum on

the back o f the region’s ec

onomic gro w th, and tha t is

in turn a t trac ting gro wing

numbers

o f in ves tors.

From China to India to So

u theas t Asia, from Sou th

Korea to Aus tralia, oppor

tuni ties are

seemingl y endless for in ve

s tors. Unlike in fras truc ture

in the OECD coun tries, in f

ras truc ture

And y T homson

Senior Edi tor, In fras

truc ture

PEI Media


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• The economics of infrastructure

provision in a world of rising scal

decits

• Can infrastructure investments

in Asia really produce returns in the

mid to high –teens? For how long?

• The role of government: what

makes some more effective than

others in encouraging private

investments?• Infrastructure and private equity:

just how compatible are the two?

• What makes for an optimal

partnership? How can nanciers and

investors align themselves better with

operators?

• How does an investor determine the

credibility of an Infrastructure fund

when track records are scarce?

• Is Australia still leading the way in

infrastructure investment?

• Power shortages are real in manyplaces, but are pricing mechanisms

encouraging new investments in

generation and distribution? Are

there acceptable and equitable

interim solutions?

• The Big Debate: India will produce

higher returns than China in the next

5 years for fund investors

• What are the items on a checklist

for investors bidding for projects? Are

funds a more sensible approach to

investing in Asia’s infrastructure evenfor large pension funds?

“Last year’s InfrastructureInvestor: Asia conference wasnotable for the calibre andseniority of the participants andattendees. This led to high qualitypresentations and debates.”

Key themes for 2010:

For further information on the agenda and for sponsorship opportunities please contact

Eric Chiu at +852 2836 6884 or [email protected]

REGISTER TODAYVisit www.peimedia.com/infraasia10 Or call +65 6838 4563

Robert McGregor,Partner & Head of Infrastructure,South East Asia,

Actis

Attendees at

Infrastructure Investor: Asia 2009


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Mr Bindu N Lohani, Vice President (Finance & Administration) ofthe Asian Development Bank, the region’s multilateral developmentnancial institution, will outline the challenges of infrastructuredevelopment in Asia - in a world of rising scal decits and what canbe expected in a post-crisis Asia

Raymond Fung of China Ping An Trust & Investment will take partin a discussion on regulatory issues and how the success of theChina story can help governments of other countries in Asia

Reasons to attend:

• Get to the bottom of how PPP can take shape in Asia• Identify the hotspots in the region - is it China, India,

SE Asia, or the developed markets like South Korea andAustralia?

• Unravel opportunities for private capital• Get up to speed on regulation and policy changes

that can affect your investment decisions• Engage with leaders in Energy and Transportation at

highly interactive roundtables• Understand the challenges of nancing and investingacross different parts of Asia

• Find the right partner on the ground to executedevelopment plans

• Meet senior professionals committed to buildinginfrastructure

Who will attend?

• Developers• Operators• EPC Contractors• Fund managers• Institutional investors• Government ofcials• Sovereign wealth funds• Think-tanks and academia

• Multilateral agencies and DFIs• Commercial and investment banks• Lawyers• In-house legal counsels• Advisors• Consultants


REGISTER TODAY Visit www.peimedia.com/infraasia10or call +65 6838 4563

Alex WilmerdingPrincipal

Pantheon Capital (Asia)

“Interesting, interactive panel discussions which tap leading GPs from the region for theircandid insight into some of the more important recent developments in the industry.”


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Sizing up the Opportunities

20 - 21 October, 2010 • The Fullerton Hotel, Singapore

R E G I S T E R

B E F O R E

1 0 S E P T O

S A V E $ 3 0 0

A sample of the experts confirmed to speak:

Hans-Martin AertsHead of Infrastructure Asia

APG Asset Management Asia

Takashi HongoSpecial Advisor & Head of Environment

Finance Engineering DepartmentJapan Bank for International Cooperation

Rajeev KannanGeneral Manager of

Structured Finance Asia PacicSumitomo Mitsui Banking Corporation

Raymond FungHead of Infrastructure Investment

China Ping An Trust &Investment Co. Ltd

Anil AhujaHead of Asia

3i Asia

Philip JacksonCEO,

Global Real Assets– Asian Infrastructure

JPMorgan

Matthew LimSenior Vice President

GIC Special Investments

Richard LittleDirector

The Keston Institute for Public

Finance and Infrastructure PolicyUniversity of Southern California

Ron MahabirManaging Director

Asia Cleantech Capital

Keith MartinChief Executive

- Infrastructure Asia

Plenary Group

Dr. Johan BastinCEO

CapAsia

Bindu N. LohaniVice President (Finance and

Administration)

Asian Development Bank


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Over 200 Attendees in 2009 fromcompanies such as:

3i Asia • Actis • Active Capital Asia Ltd • Adams Street

Partners • AIF Capital • AMP Capital Investors • APG Asset

Management Asia • Arcapita • Ashurst • Aviva InvestorsAsia • AXA Private Equity Asia • Axiom Asia Private Capital

• Bank of Tokyo-Mitsubishi UFJ • CapAsia • CH2M HILL

Singapore • China Ping An Trust & Investment • Columbia

Asia • CRISIL Risk and Infrastructure Solutions • Darby

Overseas Investments • DEG – German Investment and

Development Company • Delhi Power Company & Delhi

Transco Limited • Don Muang Tollway Public Company

• Dragon Pearl Partners • EMIF • Eurasia Capital •Futurelinks International Pte Ltd • Galaxy Management

Services • GIC Special Investments • Hatch Infrastructure

• ICICI Venture • IDFC • IDFC Private Equity • IL&FS

Investment Managers Limited • India Infrastructure

Publishing Private Limited • Industrial Decisions, Inc. •

Islemount Capital Advisors / OPTrust • Japan Bank for

International Cooperation (JBIC) • Jimah Energy Ventures

Sdn Bhd • JP Morgan Asset Management • Lyon Group

• Macquarie Group • Manila Water Company • Mitsui

Challenger Emerging Markets Infrastructure Fund •

Morgan Stanley • Mourant Services Limited • Next

Generation Infrastructure Group • Oriens Capital •

Oxley Capital Group • Palisade Investment Partners •

Pantheon Capital (Asia) • Partners Group • PE Consulting

Investintoindia • PE Indian Infrastructure Fund • Pinnacle

Investment Management • Plenary Group • Principle

Capital • PT Nusantara Infrastructure • PT. Cakrawala DuaBenua • PUB • Religare Capital Markets Ltd • Republic

of Indonesia • SCI Asia • SJ Berwin • Srei Infrastructure

Finance • Standard Chartered • Standard Chartered

IL&FS Asia Infrastructure Growth Fund • Sumitomo

Mitsui Banking Corporation • The Keston Institute for

Public Finance and Infrastructure Policy Institute • The

Risk Advisory Group • The World Bank • Thiess Pty Ltd •

VinaCapital • Visor Holding

REGISTER TODAY Visit www.peimedia.com/infraasia10or call +65 6838 4563

Keynote Address:Bindu N Lohani, Vice President (Finance & Administration)

of the Asian Development Bank, outlines the challenges innancing and investing in Asia infrastructure.

The Big Debate:This House believes India infrastructure will yield higher returnsthan China for private fund investors - Experienced China & Indiafund managers square off to present their views.

Effectiveness of government in attracting private capital:What are the new policies and regulations that are in place andhow can they help accelerate infrastructure developments inthe region?

Private Capital Panel:Can the infrastructure fund structures be modelled on theprivate equity equivalent frequently seen in the market place?Just where and what opportunities lie for private capital inthis space?

The LP Panel:

The most respected institutional investors offer their viewsand expectations on Asia infrastructure. Do GIC SpecialInvestments, China Ping An Trust & Investment Co., APGAsset Management, Pantheon Capital and Actis view Asiainfrastructure as a stable long-term investment, or purely asan opportunistic play?

Onstage interview:Does PPP really exist in Asia, an industry veteran shares hisinsights

Programme HighlightsDay One, 20th October

Day Two, 21st October


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0850 - 0900 Welcome address by Infrastructure Investor

0900 - 0930 Keynote: Investing and Financing of Infrastructurefor Development in Asia

0930-1015 Opening panel: Looking beyond the Asiangrowth 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 privatecapital participation?

1015-1100 Regulatory panel: Effectiveness of government inattracting private capital

• Are governments in markets with greater sovereignrisks doing enough to create conducive environmentsfor investments?

• The Chinese government has been successful inplaying the facilitator role in the country’s infrastructure

developments. What are the lessons other Asian countriescan learn from?

• Is India over-hyped? Is Indonesia even ready forprivate investors?

1100-1130 Coffee break

1130-1215 Developer panel: Should developers take on moreequity?

• Should developers be managing funds? Is there anyevidence that developer-founded funds haveoutperformed?

• EPC contractors versus developers and the overlap• Is there room for international developers in countries

like India and China, or will the local champions continueto hold sway?

1215-1300 The Big debate: India infrastructure will yield

higher returns than China for private fund investors

1300-1430 Luncheon

1430-1530 Sector-focused workshops, parallel streams:

1530-1600 Break

1600-1700 Region-focused workshops, parallel streams:

1730-1815 Exit panel: Delivering on investors’ returnexpectations

• The premium for developmental risks inGreeneld projects

• The appeal of projects with stable cash owsand annualized returns

• Managing the liquidity cycle• IPOs versus sell-back versus secondary sales

Mr Bindu N Lohani, Vice President (Finance & Administration)of the Asian Development Bank, the region’s multilateraldevelopment nancial institution, will outline the challenges ofinfrastructure development in Asia - in a world of rising scaldecits and what can be expected in a post-crisis Asia

Day One: 20 October

Workshop A: Ensuring sustainable energy policy• Traditional power versus renewable energy• Power distribution networks: upgrade and expansion

• Market pricing: how evolved are most markets?

Workshop C: Southeast Asia

• The hotspots: Indonesia & Philippines

• 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?

Workshop D: Australia

• What can the rest of Asia learn from the world’smost mature infrastructure market?

• Where the opportunities are: Victoria versusNew South Wales

• Toll roads: Why have some toll road business plans

gone so badly wrong?• Case Study: Sydney’s Lane Cove tunnel

Workshop B: Transport and logistics• Toll roads: has central and regional planning

been effective in projects?

• Urban connectivity: making efcient commutingaffordable

• Logistic hubs: room for more growth?

1830-2000 Cocktail Reception

Two opposing teams debate whether India will outshineChina for infrastructure investors


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0850 - 0900 Chairman’s welcome and recap

0900 - 0930 Data points: Building infrastructure - yesterday,today & tomorrow

0930-1015 Private capital panel: Infrastructure and PrivateEquity

• Are private equity fund and infrastructure compatible?• How do funds assemble the optimal team to ensure

that they are equipped to provide more than equitynancing

• Forging meaningful partnerships with local and regionaldevelopers and other stakeholders: just how importantis this?

1015 - 1045 Break

1045 - 1130 Onstage interview: Does Public-PrivatePartnership really exist in Asia?

1130 -1230 Closing Panel: The Investors’ view

• Is investing in infrastructure a stable long-termreturns or a fundamentally opportunistic play inthe Asia context?

• Getting Asian infrastructure right: the checklistbefore making a commitment, directly versusthird-party funds

Expectation management: what investors should

expect from Asian infrastructure – and what not

1230 - 1430 Luncheon

A macro view on major infrastructure developmentsglobally and how trends may have shifted over the pastdecades. Can new projects be more efciently deliveredgoing forward?

Just how many successful PPPs have there in Asiaand did they reect genuine risk transfer frompublic to private?Infrastructure Investor quizzes an industryveteran for a candid view on this matter.

“I nd PEI infrastructure eventsparticularly valuable because theyprovide a window on the latestthinking from project developersand the international nance

community. They offer a wealthof information and knowledgefrom the people actually doing thedeals.”

Richard G. Little,Director

The Keston Institute for PublicFinance and Infrastructure Policy

Day Two: 21 October

Regional breakdown (as a percentage) of delegates fromthe 2009 forum:

Top attending job titles (as percentage of overall

delegates)from the 2009 forum:


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Infrastructure Investor Asia 2010