Sizing up the Opportunities 20 - 21 October, 2010 The Fullerton Hotel, Singapore REGISTERBEFORE10SEPTOSAVE$300Hans-Martin Aerts Head of Inf rastructure Asia APG Asset Management Asia Raymond Fung Head of Infrastructure Investment China Ping An Trust & Investment Co. Ltd Anil Ahuja Head of Asia 3i Asia Philip Jackson CEO, Global Real Assets – Asian Infrastructure JPMorgan John Myers Managing Director Morgan Stanley Andrew Yee Co-CEO Standard Chartered IL&FS Asia Infrastructure Growth Fund Matthew Lim Senior Vice President GIC Special Investments Mark Woodhams Head of Infrastructure Asia HSBC Specialist Investments Bindu N. Lohani Vice President (Finance and Administration) Asian Development Bank : Asia www.peimedia.com/infraasia10 Book your place Email to a friend Close (X)
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• 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
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
“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.”
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
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
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
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
Area of interest __________________________________________________________________
Early bird bookings Regular pricevalid until 10th Sept 2010 valid after 10th Sept 2010
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About Private Equity International:Private Equity International (PEI) is the leadingnancial information group dedicated toalternative assets globally – private equity, realestate and infrastructure.
We provide news, intelligence and insight ofthe highest value to the private equity industry
globally in a number of different formats. Wepublish ve magazines, host four news websites,manage what is probably the most extensive setof databases dedicated to alternative assets,run 22 annual conferences globally, publish alibrary of 20 books and directories and have afast growing training business. Over the years we have grown into a widelyknownand highly-regarded business that deliversdetailed coverage to our customers. We have
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