Day one: Tuesday, August 31, 2010 Day one: Tuesday, August 31, 2010
8am Registration and morning coffee WILL BRAZIL’S INFRASTRUCTURE BE READY FOR THE 2014
WORLD CUP AND 2016 OLYMPICS?9am Keynote address: Perspectives on key projects in Brazil's pipeline - where, by when, and what is required?
- How big is the challenges, and how crucial is success?
- Harnessing domestic and external savings through micro reforms and fiscal responsibility
- The role of financial intermediaries in financing the new wave of public and private projects - from Pre-sal to Telecomm, airports and affordable housing - asset management and financial innovation
Former Secretary of Finance, State of Rio de Janeiro
9.30am Key success factors for delivering infrastructure projects
- Challenges facing infrastructure investment
- Strategies that governments can deploy to build market credibility, strengthen transaction processes and leverage private sector expertise
- Capital markets solutions that will ensure growth oriented infrastructure investments continue to be made in an era of fiscal restraint
Mr. Gianni Ciufo, Partner and Americas Leader, Deloitte and Touche LLP
10.40am Morning networking break11am Special address: What role has BNDES played in stimulating infrastructure investments, and where are things headed?
- Expansion of BNDES mandate under Lula administration, and its effects
- Flood of subsidized funding to infrastructure investments; what happens when the debt market is tapped out?
- Exploring the relationship between BNDES and the IDB
11.30am Keynote address: Rio de Janeiro’s Economic Perspectives – examining investments and opportunities in the State
- Pre-Salt Oil Perspectives
- Great opportunities beyond Olympic Games and World Cup
Secretary of State, Secretaria de Estado de Desenvolvimento Econômico, Energia, Indústria e Serviços - (SEDEIS)
1.10pm Keynote address: Preparing Brazil’s host cities for the 2014 World Cup and 2016 Olympic Games
- Overcoming security and infrastructure concerns: strategies to be prepared
- Learning from Rio’s Pan American games: what steps can be taken to prepare on time and avoid unfinished projects?
- Preparing the cities: what needs to be done and what steps are being taken to fulfill those needs?
- City status report: Rio de Janeiro, Belo Horizonte, Salvador and Sao Paulo
Mayor, City of Rio de Janeiro
1.40pm Rough road ahead? What’s next for Brazil’s infrastructure developments in Phase II of PAC?
- An overview of PAC: where did it succeed and where did it fail?
- How will Lula’s prioritization of sanitation and solid waste as key components of phase II be carried out by his successor?
- Implementing PAC under the new administration
Head, Infrastructure, Institute of Applied Economic Research (IPEA)
2pm Afternoon networking break
2.20pm Panel session: The capital market’s view on infrastructure sectors within Brazil
- How have investors’ perceptions of Brazilian equities changed?
- Which sectors present the most viable investment opportunities for stocks?
- Who are the key capital markets players and how are markets negative?
Mr Pedro Batalla, Presidente, Grupo de Empresas Aguas Nuevas S.A. Partner and Portfolio Manager , Fiducia Asset Management Partner and Portfolio Manager, Constellation Asset Managament
COORDINATING THE PUBLIC AND PRIVATE SECTOR3pm Panel session: Is the PPP model the solution?
- What is the potential for PPP in Brazil? What other alternatives to PPP exist?
- Achieving cohesive project coordination between private and public sectors
- Coping with project cancellations, concession models, risk, and delays from the private sector
PPP Unit Director, Ministry of Planning Head of Infrastructure Advisory, IFC Renato Mazzola, Investment Officer, Inter-American Development Bank
3.40pm Case study: Examining new structures for project delivery - the availability-based PPP model
- What can we learn from the governments of UK, Australia, and Canada and their successful execution of PPP to develop public infrastructure?
- Learn how this model has successfully assisted Federal, State and Municipal governments rollout programs of public infrastructure projects on-time and on-budget
- Witness the benefits of implementing availability-based PPP approach with specific case study examples
4.10pm Making PPPs work - best practices
- How collusion, barriers of entry and capture should be addressed in the structuring of the concessions and PPP bidding terms of reference
- Should the Government require a business plan of the private partner in the bidding procedure?
- How should the technical and financial qualification be structured in Brazil for new and mature PPP sectors
- The core of the contract: how to structure performance indicators and payment systems to the private partner
Head of Infrastructure Advisory, IFC
IS BRAZILIAN INFRASTRUCTURE A WORTHWHILE INVESTMENT?4.50pm Panel session: Projecting infrastructure allocation strategies within Brazil versus other alternative asset classes
- Brazil’s economy and status as an emerging market, and its implications on infrastructure investments
- Does infrastructure belong as a component within investors’ portfolios, and to what extent should it be positioned?
- Institutional investors: strategies to generate long-term stable returns from infrastructure investments
Managing Director, Hedgefort Capital Managing Partner, FRAM Capital Mr Caio Megale, Partner and Chief Economist, Maua Investimentos Senior Partner, Modal Asset Management
5.30pm Panel session: Are pension funds the solution to Brazil’s infrastructure finance problems?
- Are pension investments limited to listed companies or are funds beginning to trend toward investing via PE?
- Does Brazil deliver on its reputation as a new source of return and means of better diversifying investment risk?
- What barriers to entry exist for pension funds’ investments in Brazil’s infrastructure?
Mr Mauricio da Rocha Wanderley, Chief Investment Officer, Fundação Vale do Rio Doce de Seguridade Social Valia Mr. Marco Geovanne, Director of Holdings, Previ Project Coordinator and Former Director, Investment and Economic Department, PREVIC Chief Investment Officer, FUNCEF
6.10pm Close of conference day one |
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