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Pre-conference masterclass: Tuesday, 8 September 2009
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9am | Establishing and Structuring Infrastructure Public
Private Partnership
While the pressing need for infrastructure improvements and investments still looms on many of the government’s agenda, there is an increasing urge to tap into private sector funds and resources to deliver these infrastructure amenities. This also presents an excellent opportunity for the private sector to grab hold of what is termed as the ultimate safe and secure physical investment. This masterclass offers you an insightful and comprehensive understanding of the various PPP models and their applicability in the various Asian countries.
Understanding the basics of PPP structures and how to adopt them into your investment strategy
Learn how to optimise your investments into infrastructure projects via PPP structures
Relating the implications of the different PPP models on your infrastructure investments in terms of risk and return
Exploring the latest developments in PPP models and how the Public and Private agencies can leverage on them
Who Will Attend: Investment Banks, Asset & Fund Management Firms, Private Equity Firms, Consultant Advisory Firms, Legal Service Providers, Risk Consultants, Insurance Agencies and Infrastructure Developers
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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 Alternative Asset Investment Department, China Investment Corporation
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10.30am | Morning refreshments
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| Country review: 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 Nick Van Gelder, Executive Director, Macquarie Infrastructure Management , Macquarie Capital Funds Mr John Dorrian, Managing Director & Co Head, RREEF Infrastructure Asia Pacific
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3.30pm | Afternoon refreshments
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| Spotlight on China: Massive country with massive capital and investment opportunitity |
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4pm | 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, Managing Director, Head of Infrastructure Investment, China Ping An Trust & Investment Co., Ltd.
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4.30pm | 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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4.45pm | 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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5.30pm | 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 Young Kyung Kim, Head of Infrastructure Sector, Samsung Life Insurance, Samsung Life Insurance Mr David Rae, Head of Infrastructure, New Zealand Superannuation Fund Mr Le Song Lai, Deputy General Director, State Capital Investment Corporation, SCIC Mr Jon Addison, Chief Investment Officer, Meat Industry Employees' Superannuation Fund
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11.10am | Morning refreshments
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| Infrastructure project development & risk management strategies |
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11.40am | Delivering greatest return to investors with a strategic
approach to project development and cost minimisation
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Understanding infrastructure development life-cycle management and the implications on funding requirements
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Discussing project management strategies in minimising delays and cost-overruns
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Reviewing the impact of political, operational and financing risks on project developments
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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 | Overcoming political, financial and operational challenges
faced by infrastructure developers
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Assessing the returns and justifying the investment required to build and operate infrastructure projects
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Financing requirements and how to effectively raise capital to establish infrastructure projects
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Insights into the legality issues faced in establishing cross border infrastructure projects
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1.10pm | 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: Opportunities and incentives of private
participation in Taiwan
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| | Mr Chieh Lin, Section chief, Public-Private-Parterships Taskforce, Public Construction Commission
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2.50pm | Project showcase: Infrastructure development plans in
Brunei
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3.10pm | Fund showcase: Developing renewable energy infrastructure
in Asia
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3.40pm | Afternoon refreshments
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| Direct and indirect investment into infrastructure projects or funds |
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4.10pm | 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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4.50pm | Project showcase: Financing urban infrastructure through
CDIA: Real world experiences in project development, with
case studies
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5.10pm | Chairperson’s closing remarks
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6pm | Networking dinner at Watermark
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Post-conference masterclass: Friday, 11 September 2009
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9am | Structuring funds and co-investment transactions: A
practical guide to legal, tax and regulatory issues
This masterclass offers you the most comprehensive and enlightening
guide to the legal, tax and regulatory issues relating to structuring
infrastructure funds and co-investment transactions. A must-attend
for investment banks, fund managers, private equity firms, real estate
investors and hedge funds evaluating the prospect for new business
through infrastructure investments.
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Learn how to optimise your tax treatment in infrastructure funds and co-investment transactions
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Relating the implications of terms and conditions on your infrastructure
fund
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Explaining how terms and conditions will vary for co-investment
arrangements
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Examining the structure of the transaction
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Exploring varying structure for co-investment transactions
Who Will Attend: Engineering, Procurement and Construction Companies, Infrastructure Developers, Infrastructure Owners, Government agencies,
Legal, Risk Consultants, and Insurance Agencies
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