Meet pur expert speakers
Managing Director,
Vision Brazil
Mr. Adamo is the responsible for the Sales & Distribution Area at Vision Brazil Investments. Mr. Adamo has an extensive background in banking sector. Mr. Adamo came from UBS group focusing in implementing and developing Wealth Management products platform in Brazil, including a role in the integration of Pactual into UBS platform. He also worked at Deutsche Bank from 1997 to 2003 as Head of Structured Products. During his period at Deutsche Bank he was appointed as the Country Head of Maxblue Investments - a start up initiative of Deutsche in Latin America. Maxblue was an internet based asset management with an open architecture for access independent Asset Managers in Brazil for retail affluent costumers. In 2001 Mr. Adamo sold 49% of Deutsche Bank’s stake to Banco do Brasil. Prior to that Mr. Adamo spent 5 years at Banco Fenícia, a Brazilian Investment Bank, known as an innovative house in terms of Asset Backed Securitization in Brazil back in 1995. Mr. Adamo holds a MS in Philosophy from PUC-SP and a Post-Grad in Negotiation and Corporate Law from Harvard Law School. Also he has a BA from Fundação Getúlio Vargas and a JD from University of São Paulo Law School.
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Mr. Ahmad was appointed as the Director General/CEO of the National Pension Commission (PenCom) in 2004 after he had co-ordinated the enactment of the Pension Reform Act, 2004. As a pioneer CEO, Ahmad led the establishment of PenCom and the pension industry in Nigeria. Prior to his current appointment, Mr. Ahmad was the Director of Research and Information Technology at Federal Inland Revenue Service where he participated in formulating the initial Tax Reform initiatives.
He was also a pioneer staff of the Nigeria Deposit Insurance Corporation where he was a Bank Supervisor from 1989 to 2003. He served in various capacities including being a Director and member of the Interim Management Board of the Corporation. Mr. Ahmad was seconded to the Central Bank of Liberia by the Nigerian government under IMF programme where he assisted in reforming the Central Bank of Liberia.
A graduate of Accounting, Mr. Ahmad had facilitated at various seminars, workshops and conferences as well as written many scholarly articles and papers many of which were published in reputable local and international journals. He is currently a member of many government reform committees including the National Identity Management, Public Sector Reforms and Bond Market Steering Committee.
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Head of Alternative Investments,
British Airways Pension Investment Management
After graduating from Bristol University in 1988 with a BSc (Hons) in Mathematics, Kayte joined BAPIML initially as a European Portfolio Manager. She attained the IIMR qualifications and worked for a time on the advisory panel setting the economics papers for the IIMR institute (before it became part of the CFA). She was made Head of European Equities at BAPIML in 1995. In 2002 she moved to her current role as Head of Alternative Assets.
BAPIML is responsible for managing over £13bn. pension assets across two funds, invested in a broad range of assets, the majority of which are managed internally.
Alternative asset classes in which the fund has been actively investing include private equity, infrastructure, commodities and leveraged loans.
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Co-Head Capital Markets,
Babcock & Brown
Richard Allsopp is the Co-Head of Capital Markets at Babcock & Brown. He joined Babcock & Brown in May 2008 and is based in London.
Prior to joining Babcock and Brown, he co-founded and headed the Private Funds Group of the Investment Banking Division of UBS in Europe. During his 10 years with UBS, this team raised more than $100billion for 50 unlisted funds for a variety of external managers. Mr Allsopp also worked with Baring Securities for eight years.
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Head of Private Equity,
Irish National Pensions Reserve Fund
Nick Ashmore is the Head of Private Equity for the Irish National Pensions Reserve Fund (NPRF). Nick is responsible for managing buyout, venture capital, other private equity and infrastructure investments both in Ireland and globally.
The NPRF is currently at the early stages of establishing its infrastructure program and is targeting an allocation of 2% to infrastructure within an overall target allocation of 10% to Private equity.
Before joining the NPRF, Nick was an Investment Manager with Greenaap Consultants Limited, a private family office, based in Dublin. He is a graduate of the University of Aberdeen in Accountancy and a member of the Scottish Institute of Chartered Accountants.
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Managing Principal,
Meketa Investment Group
Mr. Benham is in his tenth year at Meketa Investment Group. He is a member of the firm's Private Markets Investment Committee, Infrastructure Investment Committee, Natural Resources Investment Committee, and Hedge Fund Investment Committee. In this role Mr. Benham is involved in various aspects of policy development and in the due diligence for each fund that is ultimately endorsed by Meketa Investment Group.
As Director of Research, Mr. Benham oversees all research projects, including white papers and the firm’s annual asset study. In 2006, Mr. Benham authored the firm’s initial Infrastructure white paper. Mr. Benham leads the design of the firm’s model portfolio initiative and he is key in constructing customized alternative investment programs.
Mr. Benham attended MIT and received an undergraduate degree in finance from Bentley College. Mr. Benham is a member of the CFA Institute, the Boston Security Analysts Society, and the CAIA Association. He is a frequent speaker at infrastructure conferences, including: The Institutional Investor Infrastructure Investment Forum, The Institutional Investor Public Funds Roundtable, The Endowment and Foundation Forum, The International Foundation of Employee Benefit Plans (IFEBP) Annual Conference, and The Made in America Conference.
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Senior vice-President,
Marsh
Based in London, Martin leads the infrastructure transaction advisory team across the Europe, Middle East, and Africa region and has lead advisory teams in over 100 infrastructure sector buy-out transactions.
He leads a team which provides specialist advice and solutions to private equity and infrastructure fund investors, which includes infrastructure investments in the UK, Continental Europe, the USA, Africa and Asia. He also has extensive experience and insight into the issues arising from secondary buyout transactions, green field developments, and privatizations of infrastructure assets.
Martin has over 20 years experience in the risk and insurance industry, which spans managing risk financing requirements of multinational firms to the specialist area of captive insurance company management.
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Chief Economist,
Tilney Private Wealth Management
Peter has been in the investment business since 1970. Initially working in private client stock broking he spent 12 years running a large private sector pension fund before joining Tilney in the pension fund team in 1991. In 1993 he became Head of Research. He is now our Chief Economist and is also chairman of Tilney’s Investment Strategy Group, responsible for the direction of Tilney’s diversified multi asset class investment process. Peter is a popular writer in the media and is noted for being probably the only UK Investment Strategist to run an alpaca farm in his spare time.
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Head of Private Equity Group,
SJ Berwin
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Senior Policy Advisor, PFI,
HM Treasury
Stuart Broom is a senior policy advisor in the PFI team within Corporate and Private Finance at HM Treasury. After graduating from Sheffield with a BA in Economics and Exeter with an MA in Economics of the European Union, Stuart started at HM Treasury in 2000. He has worked in a variety of roles, most notably as Head of Finance and Strategy in the Treasury’s Transport team as well as a secondment to the Department for Transport leading work on local road pricing proposals. Stuart began his role in the PFI team in September 2007 where his main role so far has been to coordinate the publication of the Budget document Infrastructure procurement: delivering long-term value.
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Senior Partner,
Campbell Lutyens & Co. Ltd
John Campbell is the senior partner of Campbell Lutyens which he co-founded in 1988. The firm’s team of 45 executives and advisers is based in London and New York. The firm provides financial advice to governments, institutions and fund managers with a singular focus on the private equity and infrastructure sectors. Its three activities comprise, firstly, strategic advice to major sector participants including governments and pension plans on all aspects of private equity and infrastructure. Secondly, Campbell Lutyens structures and intermediates the placement of private equity and infrastructure funds between the GPs and institutional investors. In the infrastructure field the firm has pioneered fund structures which incorporate partnership terms which are appropriate to the asset class and vehicles which deliver longer term access to assets. Thirdly, Campbell Lutyens is the leading European based firm advising on the sale and partnering of worldwide secondary portfolios of direct investments or limited partnership interests in the private equity and infrastructure classes.
John Campbell holds an MA in Economics from Cambridge University. He is a board member of the Pacific Pension Institute (www.pacificpension.org), which provides assistance to leading pension plans and other investors. John Campbell is editing a book on the financing of infrastructure which will be published in early 2009.
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Director,
CP Eaton Partners (UK) LLP
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Principal,
JP Morgan Asset Management
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Director International and Business Strategy,
AMP Capital Investors
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Head of Infrastructure Investments,
APG Investments
Robbert Coomans is advisor to the board of APG Investments, the investments division of the Dutch Civil Servants Pension Fund, with assets under management in excess of Euro 216 billion by the end of 2007. Robbert joined APG Investments in 1996 and has been involved in Alternative Investments since the start in 2000, including private equity and infrastructure.
Prior to APG Investments, he spent 13 years in the Middle East, United Arab Emirates, from 1983 till 1992 with Abu Dhabi Investment Authority and from 1992 till 1996 with Abu Dhabi Investment Company as Head of Asset Management.
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Managing Director,
Capital & Marketing Group
Christophe founded the Capital & Marketing Group in 2002 and is responsible for product selection, the overall placement process and the operations of Capital & Marketing Group.
Christophe was previously Senior Vice President and European Head of the Real Estate Private Funds Group of Donaldson, Lufkin & Jenrette (now Credit Suisse), where he led the raise of various private equity funds in Europe and the Middle East, totalling €1.9 billion of equity. Before this he was Managing Director of LaSalle Investment Management, where he conceived and raised over $2 billion of equity in public and private investments vehicles, funding a number of European and US investments. He was previously Resident Vice President at Citibank in the Corporate Real Estate Team and Assistant Vice President at Credit Commercial de France in the debt capital markets.
Christophe holds an MBA from the London Business School and a BA in Economics and Business from the George Washington University, achieving the Dean's List. He is the co-Chairman of the Indirect Investors Council of the Global Real-Estate Institute and is a member of the European Venture Capital Association and of the Urban Land Institute.
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Chief Executive Officer,
Viridor Waste Management
Colin Drummond is Chief Executive of Viridor, one of the UK’s most successful waste management and renewable energy companies, and an Executive Director of Pennon Group PLC. Prior to this, Colin was Chief Executive of Coats Viyella Yarns Division, an Executive Director of Renold PLC, a Consultant with the Boston Consulting Group and an official with the Bank of England. Colin is Chairman of the Government’s Environmental Sector Advisory Group, Chairman of the Environmental Knowledge Transfer Network, a Director of Sustainability South West, Master of the Worshipful Company of Water Conservators and Senior Visiting Research Fellow in Earth Sciences at Oxford University. He is an MA from Oxford and an MBA from Harvard, where he held a Harkness Fellowship.
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Director of China Research,
Trusted Sources
Jonathan Fenby, author of five books on China and former Editor of the South China Morning Post, is Director of China Research at Trusted Sources, a top-down investment research service with a broad public policy-based remit.
Its main focus is on the leading emerging countries and their impact on global markets. At the heart of this process are the BRIC countries - Brazil, Russia, India and China - with their huge concentrations of under-utilised resources and demand, including 42 per cent of the world's population. Infrastructure is an important sector for research reports. This autumn, Trusted Sources published two major reports on Chinese and Indian infrastructure.
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Managing Partner,
Fleischhauer, Hoyer & Partner
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Global Head of Infrastructure,
AMP Capital Investors
Phil is the Global Head of Infrastructure for AMP Capital. He has almost 30 years experience in infrastructure management, construction, strategy, development and investment in Asia, Australia and Europe. Phil is a director of several companies in which AMP Capital is an investor including the ASX listed companies RiverCity Motorway and the A$ 2 billion DUET Group of which he is Chairman. He is also a foundation director of The Infrastructure Fund of India and the Indian Infrastructure Fund, and is a member of both their investment committees.
Prior to joining AMP Capital in 2002, Phil was a long term employee of Lend Lease Corporation, culminating in his role as CEO of Lend Lease Capital Services. He also spent several years based in Singapore with responsibility for Lend Lease Asian infrastructure development and investment business.
Phil is a former director of the US$ 900 million Asian Infrastructure Fund, Lyonnaise Asia Water
(an Asian water investment fund) and Lend Lease Asia.
Phil holds a degree in Building and an Advanced Diploma from the Australian Institute of Company Directors.
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Head of European Infrastructure M&A,
Babcock & Brown
Simon Gray is a member of European Infrastructure and Project Finance based in the London office. Prior to joining Babcock & Brown, Mr Gray worked at the European Bank for Reconstruction and Development in the Telecommunications and Media Sector throughout Eastern Europe and the former Soviet Union. Prior to that, he worked at Prudential Bache Capital Funding in Corporate Finance and M&A transactions in London and New York. He graduated from Cambridge University where he read Engineering and Management Studies.
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Head of European Infrastructure ,
AMP Capital Investors
Based in London, Rob is responsible for managing AMP Capital’s European infrastructure business. Rob is also the manager of the Strategic Infrastructure of Europe (SITE). Rob joined the AMP Group in 1997 and has over 16 years of investment management and capital markets experience. Rob has been instrumental in establishing the SITE and the European infrastructure investment programme and has worked in London for nine years. This included time at Henderson Global Investors where he was responsible for global strategic business development and corporate finance, which included mergers and acquisitions. Prior to joining AMP, Robert worked for Bankers Trust, Ernst and Young, and TNT Limited. Robert holds a Bachelor of Commerce, Master of Commerce, and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia
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Chairman,
International Project Finance Association
Geoff is a lawyer specialising in project finance, Public Private Partnerships and construction both in the UK and overseas. He has specialist expertise in large and complex projects in the fields of energy, waste management, water treatment, transportation, healthcare and education. Projects include Channel Tunnel; Channel Tunnel Rail Link; UK DBFO Roads; Jordanian BOOT Projects; Tbilisi City Water; Belfast Courts, Government Accommodation Projects.
He is the founder and Chairman of IPFA, honorary Professor and visiting lecturer to the University of Dundee. His books include “A – Z of BOOT”.
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Michael Halford is a partner in the Private Funds Group of SJ Berwin LLP. Michael qualified in 1997 and was made a partner in 2005. Michael specialises in the area of private equity and investment fund structuring.
He acts for managers and investors covering a wide range of funds, incentive schemes and co-investment arrangements. Michael’s work includes private equity funds, real estate funds and infrastructure funds for institutional and private investors. He has also been involved in a number of secondary transactions and management buyouts and restructurings of private equity groups. Michael acts for a wide range of investment houses including PAI partners, 3i, Macquarie, Apax, Deutsche, Capital Dynamics, Invesco, BNP Paribas, Patron and PSP Investments.
Michael is a regular speaker at seminars, both in-house and externally, and recently spoke on the subject of Confidentiality and the Freedom of Information Act in the context of private equity funds at the EVCA Institute and on International Private Equity Fund Structures at the 6th Annual Indian Business Forum.
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Her team is responsible for advising both the public and private sectors around the risk management and transfer strategies in Privatisations, Private Finance Initiatives and Public Private Partnerships transactions. She has advised on a variety of transactions which include work for the MoD, NHS, Cabinet office at a Public Entity level, and across multiple sectors for private clients including defence, waste, health, education, space and transportation in UK, Continental Europe, USA, Canada and Africa, and leads a team that have advised on over 150 transactions in over 10 countries.
Recognised as a leader in her field, Tracy was invited to join the United Nations Team of Specialists on PPP, as well as having delivered training to the MOD’s Defence College for their elite international secondment programme, which also incorporates training from NATO.
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Head of Infrastructure,
PGGM
Henk Huizing is since September 2008 Head of Infrastructure Investments at PGGM in the Netherlands. PGGM is the asset manager acting on behalf of Pensioenfonds Zorg en Welzijn, the pension fund for the care and welfare sector. PGGM currently has EUR 86 billion under management for over two million employees.
Before joining PGGM Mr. Huizing was an independent financial advisor and interim manager. Prior to that he worked for AMRO Bank and NIBC. He has more than 15 years experience in infrastructure and project finance. Mr. Huizing holds a degree in Economics and Business Administration from Groningen University.
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Independent Adviser,
Independent consultant
Georg Inderst is an independent adviser to pension funds, institutional investors and international organizations. Based in London, he is a member or investment and advisory committees across Europe.
Georg worked as a professional trustee and Director of Law Debenture Pension Trust Corporation in London. Previously, he was a Director of Foreign & Colonial Investment Management where he headed the Global Asset Allocation and Fixed Interest teams. He joined F&C from HypoVereinsbank in Munich.
Georg has a PhD in Economics and Social Sciences from the University of Vienna and an MSc in Economics from the London School of Economics. He is frequently invited to speak and write about asset allocation, risk, pensions governance, infrastructure and other investment strategy topics. Georg is also a judge of the European Pension Fund Awards.
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Managing Partner,
Da Vinci Capital Management
Responsible for the investment strategy and all aspects of operations of the Da Vinci Capital Group Ltd companies. Oleg has 16 years of investment management, banking and management consulting experience in the UK, Russia and other emerging markets. Prior to Da Vinci Capital, Oleg was a Managing Director at Renaissance Capital, Moscow, Head of Equity Structured Products Group, where he built a leading alternative investment franchise in CIS markets with 40 people in several teams, significant AUM, above-market returns and 30 funds and investment products. Prior to Renaissance, Oleg was a Director in Emerging Markets Equities Sales and Trading in Credit Suisse First Boston in London. From 1992 to 1998, Oleg worked as a consultant in Andersen Consulting and McKinsey & Co in the UK, the Czech Republic and Russia. Oleg’s experience includes investment management, structuring, principal investment and M&A deals in Russia, Europe and South Africa, private equity activities, development of equity-linked products, corporate strategy and operational management.
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Neil King joined 3i Group in 2005. He has more than 15 years experience in infrastructure project financing, having previously worked at Innisfree, WestLB, Barclays Capital and Lloyds Bank. During Neil's career he has arranged many major infrastructure deals including; Wembley Stadium, Premier Prisons Group, the Cross Israel Highway, Cornwall Schools PFI and the SELCHP waste plant. Since joining 3i, Neil has worked on the consortium bid for Anglian Water Group by Osprey. He holds a degree in mathmatics from Durham University.
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Global Head of Infrastructure,
Abu Dhabi Investment Authority
Chris Koski joined the Abu Dhabi Investment Authority in May 2007 with responsibility for all aspects of building a new infrastructure investing program.
Prior to joining ADIA, Chris worked for 5 years at the Canada Pension Plan Investment Board where he was a senior member of a team that committed more than $12 billion to private equity and infrastructure investments.
Prior to joining CPPIB, Chris had more than 8 years experience in investment banking and investment management at RBC Capital Markets and the Toronto Dominion Bank.
Chris graduated with high honours from the MBA program at the University of Chicago and received a Bachelor of Commerce degree with academic distinction from the University of Toronto. He is a Chartered Financial Analyst.
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Infrastructure Sector Head,
Samsung Life Insurance (Korea)
YK Kim's sixteen years of hands on experiences in infrastructure business spans from oil field wireline logging engineer to project financing with financial advisory and arranger capability. He started his career as a passenger car power train R&D engineer in Hyundai Automobile Company after graduating from Seoul National University, a Bachelor of Science in Mechanical Engineering. He had worked about two years in oil & gas field in Indonesia, where he served as a wireline engineer of Schlumberger. Then YK Kim had become engaged in the first High Speed Railway construction project in Korea as a rolling stock system engineer in a government organization for six years. During the period he was awarded as a Fujitsu Asia Pacific Scholar that had fully sponsored his Japan focused MBA course in the University of Hawaii and Fujitsu Japan. He has been working in infrastructure project financing since 2000 and currently manages about 2.5 billion USD infrastructure investment in Samsung Life Insurance Co. Ltd. He has been actively serving as a vice president of CFA Korea Society since 2006 and currently a doctorate candidate in Seoul National University of Technology. He is a native Korean, fluently speaking English and is conversant in French and Japanese.
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Chair of Pensions Committee,
Cumbria County Council
The asset value of the Cumbria Pension fund on 31/3/08 was £1,189,325, with 10.1% in fixed interest securities, 35.1% in equities, 45.6% in pooled investment vehicles, 7.3% in property and 1.9% in cash and money market instruments.
At the 2007 valuation the fund held assets covering 81% of its projected liabilities.
In recent years there has been increased awareness of the impact of asset allocation policy as compared to that of stockpicking on the progress of our investments. This led to a review, in the context of a series of member training sessions, which concluded that, in our actuarial circumstances, we should not reduce the amount of risk budget but should take steps to spread our higher risk investments more widely.
The review was implemented with full effect from summer 2007 and has resulted in:
• A shift of emphasis in equity investment from being heavily involved in the UK equities market to a more global approach (GMO, Newton).
• The allocation of approximately 10% of our assets to a portfolio of “alternatives” BlackRock and, for currency, Mellon).
• A review of the use of the UK commercial property prospects.
An important feature of the alternatives portfolio is that the appointed manager has a considerable degree of discretion in both policy and timing in considering the movement of resources between asset classes. Thus we have, for the first time, a dynamic approach to asset allocation over a part of our investment scheme.
How are we progressing? It is probably too early to tell, but the signs so far are encouraging.
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Former Mayor of London,
Former Mayor of London
After a long and distinguished career in politics, Ken was elected as Mayor of London in 2000.
He has been instrumental in improving London’s vast infrastructure network with over £39 billion set aside for transport over the next ten years and £4 billion for housing programmes over the next three years.
Ken brought in London’s congestion charge contract and the east London line contract.
Regarding transport he has also modernized the entire bus service in just five years and during his time in charge, London has been the only city in the world to achieve a 5% shift from car usage to public transport.
Finally, Ken still has his role as a member of the Olympic Committee, where he is overseeing the whole construction project.
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Director of funding and Pension Trustee,
Network Rail
Fred Maroudas is Director of Funding for Network Rail. His responsibilities include managing Network Rail's corporate finance and treasury functions, and in particular the establishment of Network Rail's MTN and long term debt issuance programme. He was also responsible for putting together the financing for the acquisition of Railtrack by Network Rail. Fred now sits on Network Rail’s executive management group.
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Investment Analyst - Private Equity and Infrastructure,
Railpen
Richard joined Railpen in 2007 as an Investment Analyst working in private equity and infrastructure. He is responsible for monitoring the existing private equity and infrastructure portfolios and evaluating new investment opportunities. Prior to joining, Richard worked at a strategy consultancy firm focused on providing services to managers within the private equity space. Richard has a MA in Finance & Investment from University of Exeter and a BA in Economics from the University of Liverpool.
Railpen has been investing in infrastructure since early 2006. Over the subsequent period, it has built a diversified infrastructure portfolio comprising global, regionally focused, listed and PFI managers. Railpen's allocation to the infrastructure asset class is approximately 6%.
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Managing Director,
Financial Security Assurance (UK)
Dominic Nathan is a member of the committee that runs the International Infrastructure Group at FSA and has specific responsibility for the UK and Portuguese markets. Prior to this position, Mr. Nathan was co-head of FSA’s continental European municipal and infrastructure group.
Mr. Nathan has over fifteen years experience in both project and infrastructure finance, particularly in the transportation, public infrastructure and utility sectors. He has been very involved in the increasing use of the capital markets for both new project financings as well as refinancing of existing transactions. In addition, Mr. Nathan has helped develop the significant usuage of financial guarantees as part of the efficient long-dated financing of the UK utility sector.
He was previously at CIBC World Markets where he worked primarily in the PFI sector and was instrumental in arranging infrastructure-related financings. Prior to that, he was director and co-head of Utilities and Project Finance at Toronto Dominion. Before joining Toronto Dominion, he was with Hambros Bank.
Mr. Nathan is a graduate of City University Business School.
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Head of Equities,
Industriens Pension (Denmark)
Henrik N. Poulsen is currently Head of Equities and Alternatives at Industriens Pension.
Industriens Pension is a 7 bn EUR pension fund located in Copenhagen.
Henrik has been building the Equity and Alternative team from one person (him self) to eight persons in 6 years.
Industriens Pension has invested in 50+ private funds during that time (private equity, real estate and infrastructure funds).
Henrik has been working with Portfolio Management and Manager Selection for 13 years.
Henrik holds a Master Degree in Finance and Business Administration.
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Head of Infrastructure,
Cardano
Phil has been the investment adviser to trustees of larger UK pension schemes for a number of years. He is an industry leader in a number of areas, including designing and implementing derivative strategies specifically tailored to a client’s objectives. These cover the use of equity derivatives, swaps and swaptions. He has also worked with clients to implement a combination of absolute return funds and swaps, combining Liability Driven Investment and Portable Alpha.
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Infrastructure Division,
Babcock & Brown
Nicola Palmer joined Babcock & Brown as part of their acquisition of Australian Industry Development Corporation and moved from Babcock & Brown's Sydney office to their London office in 2005. Ms Palmer has 15 years experience in infrastructure investment. She also has experience in the financing, development and acquisition of assets in the water, power generation, rail, light rail, gas pipelines, electricity and gas distributions and ports sectors. Ms Palmer was part of the team that formed Babcock & Brown Infrastructure Limited (listed on the ASX) and more recently Babcock & Brown’s European Infrastructure Fund (unlisted). She has a Masters of Applied Finance (Macquarie University), Bachelor of Law (Sydney University) (Hons), a Bachelor of Science (Sydney University) and a Diploma from the Securities Institute.
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Co-Head of Global Infrastructure,
Citigroup
Matthew Ponsonby joined Salomon Smith Barney in 1998 (having previously been a Director in the Investment Banking Division of Deutsche Morgan Grenfell) with responsibility for coverage of UK clients and prospects across a range of industries whilst maintaining a focus on M&A. Matthew moved to Tokyo as Co-Head of Nikko Citigroup’s M&A business in 2001. As Chairman of Nikko Citigroup’s Advisory Steering Committee and Co-head of the Advisory Group (which incorporated the M&A team), Matthew worked closely with Nikko Citigroup’s industry teams to develop strategic dialogue across a number of sectors. In 2005, Matthew returned to London as co-head of European Utilities for the Investment Bank. In 2008, Matthew was appointed Global Co-Head of Infrastructure for the Investment Bank.
Matthew has extensive experience of leading transactions including public company offers (both contested and agreed), defences, demergers, disposals, reconstructions, demutualisations, IPOs (including one of Europe’s largest), LBOs (including Japan’s largest) and raising equity, equity-linked, public debt and bank finance. His transaction experience covers a wide range of sectors.
Matthew has advised a large number of corporates and Private Equity Groups on complex structured transactions; including DONG, E.ON, Severn Trent, MTM Capital Partners, Centrica, Nuon, AMD, Ripplewood, Shinsei, Abbott Laboratories, Getz Brothers, International CII, Power, Billiton, RMC, Gannett, FKI, Canary Wharf, National Power, Mayflower, Halifax, MEPC, General Utilities (Vivendi), SSL International (formerly Seton Scholl), Redland, Ballast Nedam, Blue Circle, Wimpey, Boosey & Hawkes and IKON Office Solutions.
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Michael Queen joined 3i Group as an investment executive in 1987. In 1994 he was seconded to the HM Treasury for two years, where he established and led the Private Finance Unit within the NHS to champion the roll-out of PFI. Michael was also a member of the Private Finance Panel Executive which developed PFI projects in education, transport, prisons and water sectors. He has been an executive director and member of 3i Group’s investment committee since 1997 when he became 3i Group's Finance Director. In 2005, Michael became Managing Partner of 3i Group’s Growth Capital investment business before establishing 3i Group' s Infrastructure investment business where he is currently Managing Partner. Prior to 3i Group, Michael qualified as a Chartered Accountant with Coopers & Lybrand after gaining a degree in Industrial Economics from the University of Nottingham.
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Afonso Reis e Sousa has over a decade of experience as an international investment banker, advising sponsors on the financing of major capital projects, as well as asset acquisitions and on the evaluation of tenders on behalf of concession authorities. His core skills cover project analysis, financial structuring, negotiation of financing terms, transaction agreements, valuations and financial modelling. He has worked on projects across Europe, the Middle East and Africa, as well as Russia and Australia. Prior to joining Taylor-DeJongh, Afonso was an independent consultant acting for various clients and financial institutions, including Dresdner Kleinwort Wasserstein (London), where he was a Vice-President equivalent in the Natural Resources, Corporate Finance & Origination Group. He originally started his career in the Project Finance and Advisory Group at Deutsche Morgan Grenfell (London), where he worked on numerous UK transportation projects and South Asia power projects. Mr. Reis e Sousa holds an MSc in Economics and Finance from the University of Warwick and a BSc (Econ) from the London School of Economics. He is fluent in Portuguese, English, French and Spanish.
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Director, Investments,
Impax New Energy Investors
Peter has extensive investment, regulatory and development experience in the utility and energy sector. Prior to joining Impax in 2003, he was SIO at AMI Asset Management, a private equity infrastructure fund investing equity, mezzanine and subordinated debt in the utility, renewables and telecoms sectors. From 1994 - 1997 he was at the EBRD focused on energy, utility and telecoms investments in Eastern Europe. Prior to that, he worked in the Project Finance team at Mitsui Bank making loans to cogeneration and renewables sector projects including the Tehachapi wind project in 1989. From 1986 to 1989 he was a developer and advisor to over 1GW of cogeneration, waste-to-energy and renewable energy projects built in the US. Peter began his career at the US Department of Energy renewables division in 1980, as a staff member in the US Senate in 1981-1982, and thereafter with a California gas utility and Oklahoma gas producer. He received his credit training from Standard & Poor's in 1985-1986 and is a graduate of Harvard College and the Kennedy School at Harvard University. At Impax, Peter leads the Private Equity / Infrastructure team and has advised clients such as Nordex and the European Commission.
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Former Head of Security,
BAA
Norman, a Fellow of the Security Institute, is recognised as one of the world’s foremost experts in aviation security with over thirty years operational and management experience in civil aviation.
Prior to becoming an Aviation Security consultant in 1998 he was the Airport Security Manager for Heathrow Airport 1986 - 1991, and Head of Group Security for BAA Plc 1991 -1996 where he also headed the BAA Research and Development for technologies to enhance aviation security, and head of the security department at the new Hong Kong airport (1996-1997),
He is a Past Chairman of the Airports Council International Security Committee and remains active on the ACI - Europe Security Committee.
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James Simpson is a member of the firm's Project Finance and International Practice Groups. He was in charge of the firm's Budapest office from 1992 until his relocation to London in June 1997.
Mr Simpson has extensive experience in infrastructure project financing, particularly in the power, telecom and water sectors. He regularly acts for sponsors, lenders (including multilateral institutions), equity investors and governments in projects throughout Europe, and in emerging markets, such as the Middle East and Africa. In addition, he has considerable privatization and transactional experience in Central and Eastern Europe, including the countries comprising the Former Soviet Union. For example, he represented NRG when it acquired from Powergen the Csepel power plant in Hungary and Powergen's interests in the MIBRAG and Schkopau projects in Germany, and when NRG subsequently sold the Csepel and Kladno power plants to Atel. He is currently representing the Abu Dhabi Water and Electricity Authority on various transactions in the electricity, water and waste water sectors.
Mr. Simpson’s areas of practice are project finance, emerging markets, energy, water, infrastructure and telecom.
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Head of Alternative Investments,
Pensions Danmark
Mr. Starup is Head of Alternative Investments in the €10bn Danish labour market pension fund PensionDanmark. Prior to PensionDanmark he was partner in Nordea Private Equity, a Copenhagen based fund of funds, where he was responsible for sourcing and performing due diligence on private equity funds as well as he held several advisory board seats with European private equity funds. Prior to joining the Nordea Private Equity, he was head of the Transaction Management unit for debt issuance and asset-backed securities at Nordea Debt Capital Markets.
Mr. Starup has an M.Sc in Business Administration & Commercial Law from Copenhagen Business School.
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Managing Director,
Highstar Capital
Mr. Timmins joined the Highstar Team in 2000 and has over 30 years of experience in private equity and institutional investments, principally in the energy sector. Mr. Timmins manages Highstar’s fundraising and co-investment activities, investor relations and marketing. From 1997 to 2000, Mr. Timmins was Director-Private Equity at Enron Corp., where he was responsible for third party equity syndication activities. From 1990 to 1996, Mr. Timmins was Vice President of Torch Energy Advisors, a Houston-based manager of institutional investment programs. From 1987 to 1989, he was a registered representative in institutional sales with Kidder, Peabody and Co., Inc. From 1978 to 1987 he was involved in several upstream ventures including prospect generation and reserve acquisition in the oil and natural gas exploration and production industry. Mr. Timmins received a BA degree in Business Administration and an MBA degree in Economics/Finance from Trinity University in San Antonio, Texas. Mr. Timmins is a past member of the board of directors of Pacific Pension Institute and currently serves on its Advisory Committee
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Chair of Trustees,
Anglian Water Group
Nita has been Chair of Trustees for the Anglian Water Group Pension Scheme since 2002, as well as chairing the Trustees Boards of a number of smaller schemes within the Group.
The Anglian Water Group now largely comprises the regulated water and sewerage business for the East of England, and was itself the subject of a direct pension scheme investment when purchased in December 2006 by a consortium made up predominantly of pension scheme investors (Canada Pension Plan Investment Board, Commonwealth Bank of Australia, Industry Fund Services Group and 3i).
Prior to leaving Anglian Water to pursue her role as an Independent Trustee, Nita was Head of Legal and Company Secretary for the regulated water business. In that role Nita has been involved in the price review mechanism which all regulated utilities go through every five years and is aware of the risks a regulated utility faces.
Like many other Schemes the Trustees of the Anglian Water Scheme have been looking to reduce volatility and take out risk, and have looked at infrastructure as a possible diversifier. However, the Trustees have no current plans to invest but will keep the topic under review.
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Head of Product Selection,
Capital & Marketing Group
Alexander is responsible for both product selection and the overall placement process in the Nordics, UK, Ireland and the Middle East.
Alexander was previously an Associate at Asset Alliance International in London, a multi-faceted alternative investment management firm. There he was responsible for the sales of multi-strategy fund of hedge funds, single hedge funds, managed futures, structured products, German index certificates/ performance linked notes and hedge fund advisory services to institutional investors in Northern Europe and Germany. Before this he was Managing Director and founder of The Belgian Food Company PLC, which he sold in a management buy-out.
Alexander received a Bachelor of Science in Economics from the University of London and an MBA from Tanaka Business School. He is fluent in German and is conversational in Spanish.
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President,
Capital Innovations
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Senior Consultant,
Hewitt
Brendan Walshe is a qualified actuary and joined Hewitt's Investment Practice in London in November 2005. Prior to joining Hewitt, Brendan worked with PricewaterhouseCoopers for over eight years. Brendan has been involved in advising pension scheme clients on all aspects of their investment requirements over many years, including strategy reviews, asset transfers, manager assessment and selection, performance monitoring and trustee training. He has also been involved in a variety of bespoke pension projects ranging from traditional occupational pension scheme design and funding issues, to governance and risk reviews. In addition, Brendan has consulted to a number of insurance companies and investment managers on a wide range of issues including industry benchmarking of investment management fees, transition management, market structures and actuarial analysis and financial reporting.
Brendan has spoken at seminars and conferences on a variety of pensions and investment issues. He has also contributed articles to industry publications and has participated in a number of industry working parties and round-tables.
Before qualifying as an actuary, Brendan qualified and worked as a Civil Engineer for a number of years, spending some time in consulting, some in contracting and some in the offshore energy industry. Brendan is a Chartered Member of the Institute of Engineers of Ireland (CEng MIEI ) and holds the title of Eur Ing through the FEANI. Brendan leads Hewitt's Infrastructure and PFI Specialist Team and is also a member of the RAMP (Risk Analysis and Management for Projects) working party run by the Institute of Actuaries and the Institution of Civil Engineers.
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Barbara Weber is the Founding Partner of BIBS CAPITAL, an investment advisory firm focused on institutional Private Equity and Infrastructure portfolios. Her clients are predominantly insurance groups, pension funds, endowments, foundations and large family owned businesses.
Barbara Weber has a broad Private Equity direct and fund investment background. In addition, she gained profound direct infrastructure investment experience globally during several years with Dresdner Kleinwort Benson. Prior to that, she worked for the Private Sector Development Group of the World Bank in Washington D.C.
Barbara Weber lectures at the European Business School & the Strascheg Center for Entrepreneurship.
She is author of two books on infrastructure investments and PPP in Germany -
"Infrastructure Investment" (2008, forthcoming) & "Project Finance & PPP" (2006).
Barbara Weber regularly publishes in reviewed academic journals about private equity and infrastructure financing. She also speaks at industry and academic conferences.
Barbara Weber wrote her Ph.D in Economics at Harvard University and University of St.Gallen. She holds an MSc in Business & Operations Research from Warwick University and a Post Graduate Degree in International Relations from Mannheim University.
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Senior Consultant,
Watson Wyatt
Jane has an MA in Politics, Philosophy and Economics from The Queen's College, Oxford University and an MBA from the London Business School. Jane joined Watson Wyatt in 1992 as a senior investment consultant after seven years as an investment consultant at Frank Russell International, London where she specialised in manager research. Jane's responsibilities at Watson Wyatt have included providing consulting services to UK and overseas institutional investors on a range of investment issues including strategy, manager structure and the selection and ongoing monitoring of investment managers. She now focuses on manager research where she has responsibility for researching global equity, private equity and absolute return managers.
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Principal,
JP Morgan Asset Management
Jason Zibarras represents and is responsible for the Infrastructure Investments Fund's activities in Europe. Jason has specialised in the infrastructure market since the mid 90s and joined JPM in 2007. He has completed numerous transactions in advisory and principal financing capacities, most recently leading JPM IIF's acquisition team in the £4.2bn Southern Water transaction. In addition to being a Director on Southern Water's board, Jason holds board positions on Electricity North West and Zephyr Wind. Jason has an extensive knowledge of infrastructure sub-sectors including airports, water and roads. He also has diverse international experience, having completed infrastructure transactions in the UK, Continental Europe, Asia, the Middle East and the Americas.
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17th Nov 9am - 5:30pm
Day 2
18th Nov 9am - 5:30pm
Day 3
19th Nov 9am - 5:30pm
Post-conference workshop
20th Nov 9am - 5:30pm
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