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Day One: Wednesday, 9 September 2009
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8.30am | Registration & breakfast
Hosted by: 
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8.50am | Chairman’s opening remarks
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| Moving from today’s global recession to tomorrow’s economic recovery: Analysing the impact of global infrastructure stimulus and investments |
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9am | CONFERENCE HIGHLIGHT - Economic think-tank panel: Analysing the impact of global regional economic stimulus and the implications for Asian infrastructure sector
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Reviewing the impact of current economic conditions on infrastructure investments
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Are policy revisions and stimulus packages sufficient for stimulating an economic turnaround and what are the implications for the infrastructure sector?
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Examining the investment potential of different infrastructure sectors such as transportation, power, energy, education, water etc - What opportunities have arisen for infrastructure developers and investors?
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| | Mr Wang Qing, Executive Director & Chief Economist, Greater China, Morgan Stanley
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10am | CONFERENCE HIGHLIGHT - Investor keynote: How is Asia’s largest institutional investor leading the market in infrastructure investment and what are the implications for all stakeholders
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How to make the most of current infrastructure stimulus opportunities?
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Snapshot of infrastructure investment opportunities across Asia
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Identifying CIC’s investment criteria and funds allocation strategies
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With China pledging to establish a $10 billion China-ASEAN investment cooperation fund to promote infrastructure that connects it to ASEAN nations, what is CIC’s involvement and participation?
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| | Mr Zhou Yuan, Managing Director, Head of Special Investments Department, China Investment Corporation
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10.30am | Morning refreshments
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| COUNTRY CHRONICLES: EXPLORING DIRECT AND INDIRECT INVESTMENT OPPORTUNITIES ACROSS ASIA |
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11am | Asian regulators panel: With governments across Asia pumping in over USD 600 billion into infrastructure developments, what are the opportunities for investment and public-private partnerships?
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Building in response to Asia’s national development plans and capitalising on ‘pro-government’ sectors/cities - to what extent will the infrastructure developments entice multinational business investments
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Tax and interest rate reductions, changes in monetary policies, relaxation measures introduced on regulatory framework – how will new government incentives on the horizon encourage market liquidity, spark a rebound in infrastructure investment and restore confi dence among long term investors?
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Reviewing viable PPP models and forward projects that are opened to private developments
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| | Mr Bambang Susantono, Deputy Minister, Infrastructure & Regional Development, The National Committee for the Acceleration of Infrastructure Provision (KKPPI) Mr Ralph Recto, Director - General, National Economic Development Authority
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11.45am | Asian infrastructure developer panel: Evaluating real
infrastructure development opportunities across Asia and
reviewing viable Public Private Partnership models
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Responding to unprecedented government initiatives and liquidity challenges with fl exible business models and partnerships – how are leading developers riding on the infrastructure growth and overcoming capital constraint challenges
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Understanding developer’s mindset and sentiments towards PPPs and their selection process
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Discussing key risks and challenges in a PPP in different Asian countries and identifying viable business models and strategies
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| | Moderator: Mr Hee Kong Yong, Adviser (Public Private Partnership), Governance & Institutional Development Division , Commonwealth Secretariat
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12.30pm | Networking luncheon
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| Where’s the money? - Countering the drawdown of capital sources and reengineering innovative equity-debt vehicles under tightened credit supply |
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2pm | Bankers panel: With global financial markets in turmoil, raising funds for infrastructure investments is a challenge – Learn what are the available capital raising & financing options in the sector
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Uncovering different financing options for infrastructure projects under current market conditions
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What are the opportunities in raising capital through the capital market: listed vs unlisted trusts, infrastructure funds, equity listing etc
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Blending local, national & multilateral public funding sources with local, national & international private finance
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Investor portfolio rebalancing & liquidity requirements postcrunch– do we need a more efficient secondary market in infrastructure assets?
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| | Mr Michael Barrow, Director - PSIF I, Infrastructure Finance Division 1, Asian Development Bank Mr Rajeev Kannan, Head of Structured Finance Asia Pacific, Sumitomo Mitsui Banking Corporation
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2.45pm | Infrastructure funds panel: The role of infrastructure funds in funding the development of infrastructure projects in Asia
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Understanding how fund managers evaluate infrastructure projects and their selection of partnership models
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Reviewing how funds manage the risks and assessing the implications for infrastructure owners
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With the current economic conditions, how viable are infrastructure funds?
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| | Mr David Russell, Executive Director, Macquarie Infrastructure Management, Macquarie Capital Funds Mr John Dorrian, Managing Director & Co Head, RREEF Infrastructure Asia Pacific
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3.45pm | Afternoon refreshments
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| SPOTLIGHT ON CHINA: MASSIVE COUNTRY WITH MASSIVE CAPITAL AND INVESTMENT OPPORTUNITITY |
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4.30pm | Investing in China’s Infrastructure sector – An institutional investor’s perspective
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Gain insights into an institutional investor’s perspective on investments into China’s infrastructure in the current economic condition
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Understand how China’s infrastructure sector can be a valuable asset class for institutional investors
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What institutional investors look for when investing in China’s infrastructure sector?
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| | Mr Joseph Lim, Former Managing Director, Head of Infrastructure Investment, China Ping An Trust & Investment Co., Ltd.
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5pm | Revealing China's urban development story and what it means for infrastructure over the next 20 years
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Gaining an insight into China’s city developments and its potential
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Understanding the challenges foreign investors face and ways to mitigate investment risks
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What are the investment opportunities in working with domestic capital and city governments
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5.15pm | Tapping into investment and development opportunities
in China: Regulatory environment, market entry strategies,
project investment models, bidding process and risks
management options
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Reviewing the outlook for China’s infrastructure market structure and the regulatory environment
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Analysing investment risk and return and the factors influencing the profitability of investment into China infrastructure project
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Understanding the bidding process and techniques to enhance the winning of the bid
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Discussing the availability of partnership models and the exit strategies
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6pm | Chairman’s closing remarks
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| Welcome cocktails + Speed Networking (Open to all delegates) |
The Welcome night cocktails will be a perfect end to the day and the beginning of a lasting business relationships. Take advantage of our Speed Networking to meet new business associates too!
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Day Two: Thursday, 10 September 2009
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9am | Chairman’s opening remarks
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| ASSESSING HOW FUND MANAGERS AND INSTITUTIONAL INVESTORS CAN LEVERAGE ON THE REGIONAL INFRASTRUCTURE BOOM |
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9.10am | Reviewing Indian infrastructure investment opportunities:
How can investors gain access to the development boom?
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Addressing the current outlook and trends in India’s infrastructure development and its fi nancing avenues
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Understanding how investors can access Indian infrastructure sector
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What are the challenges that investors face and the ways to mitigate investment risk within India’s infrastructure sector?
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9.40am | Investment advisory panel: How are institutional investors
re-evaluating their portfolio against the backdrop of an
infrastructure boom and the global credit crunch?
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Understanding the intricacies of Asian infrastructure and reengineering investing initiatives for wealth maximisation
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Meeting the need for portfolio diversification and tapping into the rapid developments of infrastructure
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Evaluating infrastructure investment options, such as hedge funds, private equity, funds of funds etc
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Perfecting the manager selection approach for delivery of fundamental and quality investment strategies
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| | Mr Benjamin Haan, Assistant Vice President, , Private Infrastructure, Partners Group (UK) Limited Mr Serge Lauper, Principal, Senior investment manager (alternative), Horizon21
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10.25am | CONFERENCE HIGHLIGHT - Straight talk from institutional investors: Deploying tactical asset allocation and manager selection strategies
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How are investors structuring their portfolio and evaluating the risks and returns of their investments?
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Evaluating the possibility of accessing capital from investors
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Does Asia infrastructure warrant a place in investor’s portfolio?
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Direct, indirect or hybrid investment – Which is the favoured approach?
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| | Mr David Rae, Head of Infrastructure, New Zealand Superannuation Fund Mr Le Song Lai, Deputy General Director, State Capital Investment Corporation, SCIC Moderator: Mr Anoop Seth, Co-Head of Asian Infrastructure, AMP Capital Investors
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11.10am | Morning refreshments
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| INFRASTRUCTURE PROJECT DEVELOPMENT & RISK MANAGEMENT STRATEGIES |
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11.40am | Investing in Power Infrastructure Assets across India and Asia Pacific: GMR’s Perspective
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GMR’s experience in power generation in India
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Opportunities for power generation in India
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GMR’s experience in power generation in Asia Pacific
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Opportunities for power generation in Asia Pacific
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12.10pm | Developing risk management strategies for end-investors
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Understanding the effect of the economic conditions on infrastructure investments (both direct & indirect) and the mindset of investors
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Uncovering and addressing political, financial and operational risks involved in infrastructure investment in Asia
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Discussing strategies in mitigating investment risks in current economic conditions
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12.40pm | Networking luncheon
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| DIRECT AND INDIRECT INVESTMENT INTO INFRASTRUCTURE PROJECTS OR FUNDS: SHOWCASE OF VIABLE INFRASTRUCTURE PROJECTS ACROSS ASIA AND OPEN INFRASTRUCTURE FUNDS |
In this session, project developers, governments and infrastructure funds
will provide a snapshot of investment opportunities across the different
infrastructure sectors in Asia. Investors can self-determine which projects
or investment channels are set to be the most rewarding in the coming year
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2.30pm | Project showcase: Infrastructure development plans in
Brunei
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3pm | Fund showcase: Developing renewable energy infrastructure
in Asia
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3.30pm | Afternoon refreshments
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| DIRECT AND INDIRECT INVESTMENT INTO INFRASTRUCTURE PROJECTS OR FUNDS |
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4pm | Project showcase: Reviewing infrastructure opportunities in Vietnam
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4.30pm | Project showcase: Launching of a pioneer eco high-tech park in Zhuzhou, China
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5pm | Project showcase: Financing urban infrastructure through
CDIA: Real world experiences in project development, with
case studies
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5.30pm | Chairperson’s closing remarks
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