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RE

B G
10 EF IST
SA S O E
VE EP RE R
$3 TO
00

: Asia
Sizing up the Opportunities
20 - 21 October, 2010 The Fullerton Hotel, Singapore

Hans-Martin Aerts Anil Ahuja Raymond Fung


Head of Infrastructure Head of Asia Head of Infrastructure
Asia 3i Asia Investment
APG Asset China Ping An Trust &
Management Asia Investment Co. Ltd

Philip Jackson Matthew Lim Bindu N. Lohani


CEO, Senior Vice Vice President
Global Real Assets President (Finance and Administration)
– Asian Infrastructure GIC Special Asian Development Bank
JPMorgan Investments

John Myers Mark Woodhams Andrew Yee


Managing Director Head of Infrastructure Co-CEO
Morgan Stanley Asia Standard Chartered IL&FS
HSBC Specialist Asia Infrastructure Growth
Investments Fund

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entum on
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Senior Edit Media
PEI

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Attendees at
Infrastructure Investor: Asia 2009 “Last year’s Infrastructure
Investor: Asia conference was
notable for the calibre and
seniority of the participants and
attendees. This led to high quality
presentations and debates.”
Robert McGregor,
Partner & Head of Infrastructure,
South East Asia,
Actis

Key themes for 2010:


• The economics of infrastructure • What makes for an optimal generation and distribution? Are
provision in a world of rising fiscal partnership? How can financiers and there acceptable and equitable
deficits investors align themselves better with interim solutions?
operators?
• Can infrastructure investments • The Big Debate: India will produce
in Asia really produce returns in the • How does an investor determine the higher returns than China in the next
mid to high –teens? For how long? credibility of an Infrastructure fund 5 years for fund investors
when track records are scarce?
• The role of government: what • What are the items on a checklist
makes some more effective than • Is Australia still leading the way in for investors bidding for projects? Are
others in encouraging private infrastructure investment? funds a more sensible approach to
investments? investing in Asia’s infrastructure even
• Power shortages are real in many
for large pension funds?
• Infrastructure and private equity: places, but are pricing mechanisms
just how compatible are the two? encouraging new investments in

For further information on the agenda and for sponsorship opportunities please contact
Eric Chiu at +852 2836 6884 or Eric.C@peimedia.com

REGISTER TODAY
Visit www.peimedia.com/infraasia10 Or call +65 6838 4563

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Mr Bindu N Lohani, Vice President (Finance & Administration) of Raymond Fung of China Ping An Trust & Investment will take part
the Asian Development Bank, the region’s multilateral development in a discussion on regulatory issues and how the success of the
financial institution, will outline the challenges of infrastructure China story can help governments of other countries in Asia
development in Asia - in a world of rising fiscal deficits and what can
be expected in a post-crisis Asia

Reasons to attend: Who will attend?


• Get to the bottom of how PPP can take shape in Asia • Developers
• Identify the hotspots in the region - is it China, India, • Operators
SE Asia, or the developed markets like South Korea and • EPC Contractors
Australia? • Fund managers
• Unravel opportunities for private capital • Institutional investors
• Get up to speed on regulation and policy changes • Government officials
that can affect your investment decisions  • Sovereign wealth funds
• Engage with leaders in Energy and Transportation at • Think-tanks and academia
highly interactive roundtables • Multilateral agencies and DFIs
• Understand the challenges of financing and investing • Commercial and investment banks
across different parts of Asia • Lawyers
• Find the right partner on the ground to execute • In-house legal counsels
development plans • Advisors
• Meet senior professionals committed to building • Consultants
infrastructure 

“Interesting, interactive panel discussions which tap leading GPs from the region for their
candid insight into some of the more important recent developments in the industry.”
Alex Wilmerding
Principal
Pantheon Capital (Asia)

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or call +65 6838 4563

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RE BEF EP 30
GI OR TO 0
ST E
10 AVE
S

ER
S $
Sizing up the Opportunities
20 - 21 October, 2010 • The Fullerton Hotel, Singapore

A sample of the experts confirmed to speak:

Hans-Martin Aerts Anil Ahuja Dr. Johan Bastin Raymond Fung


Head of Infrastructure Asia Head of Asia CEO Head of Infrastructure Investment
APG Asset Management Asia 3i Asia CapAsia China Ping An Trust &
Investment Co. Ltd

Takashi Hongo Philip Jackson Rajeev Kannan Matthew Lim


Special Advisor & Head of Environment CEO, General Manager of Senior Vice President
Finance Engineering Department Global Real Assets Structured Finance Asia Pacific GIC Special Investments
Japan Bank for International Cooperation – Asian Infrastructure Sumitomo Mitsui Banking Corporation
JPMorgan

Richard Little Bindu N. Lohani Ron Mahabir Keith Martin


Director Vice President (Finance and Managing Director Chief Executive
The Keston Institute for Public Administration) Asia Cleantech Capital - Infrastructure Asia
Finance and Infrastructure Policy Asian Development Bank Plenary Group
University of Southern California

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Over 200 Attendees in 2009 from
Programme Highlights
companies such as: Day One, 20th October
3i Asia • Actis • Active Capital Asia Ltd • Adams Street Keynote Address:
Partners • AIF Capital • AMP Capital Investors • APG Asset Bindu N Lohani, Vice President (Finance & Administration)
of the Asian Development Bank, outlines the challenges in
Management Asia • Arcapita • Ashurst • Aviva Investors
financing and investing in Asia infrastructure.
Asia • AXA Private Equity Asia • Axiom Asia Private Capital
• Bank of Tokyo-Mitsubishi UFJ • CapAsia • CH2M HILL
Singapore • China Ping An Trust & Investment • Columbia
Asia • CRISIL Risk and Infrastructure Solutions • Darby The Big Debate:
This House believes India infrastructure will yield higher returns
Overseas Investments • DEG – German Investment and than China for private fund investors - Experienced China & India
Development Company • Delhi Power Company & Delhi fund managers square off to present their views.
Transco Limited • Don Muang Tollway Public Company
• Dragon Pearl Partners • EMIF • Eurasia Capital •
Futurelinks International Pte Ltd • Galaxy Management
Services • GIC Special Investments • Hatch Infrastructure Effectiveness of government in attracting private capital:
• ICICI Venture • IDFC • IDFC Private Equity • IL&FS What are the new policies and regulations that are in place and
how can they help accelerate infrastructure developments in
Investment Managers Limited • India Infrastructure
the region?
Publishing Private Limited • Industrial Decisions, Inc. •
Islemount Capital Advisors / OPTrust • Japan Bank for
International Cooperation (JBIC) • Jimah Energy Ventures
Sdn Bhd • JP Morgan Asset Management • Lyon Group Day Two, 21st October
• Macquarie Group • Manila Water Company • Mitsui
Private Capital Panel:
Challenger Emerging Markets Infrastructure Fund •
Can the infrastructure fund structures be modelled on the
Morgan Stanley • Mourant Services Limited • Next private equity equivalent frequently seen in the market place?
Generation Infrastructure Group • Oriens Capital • Just where and what opportunities lie for private capital in
Oxley Capital Group • Palisade Investment Partners • this space?
Pantheon Capital (Asia) • Partners Group • PE Consulting
Investintoindia • PE Indian Infrastructure Fund • Pinnacle
Investment Management • Plenary Group • Principle The LP Panel:
Capital • PT Nusantara Infrastructure • PT. Cakrawala Dua The most respected institutional investors offer their views
and expectations on Asia infrastructure. Do GIC Special
Benua • PUB • Religare Capital Markets Ltd • Republic Investments, China Ping An Trust & Investment Co., APG
of Indonesia • SCI Asia • SJ Berwin • Srei Infrastructure Asset Management, Pantheon Capital and Actis view Asia
Finance • Standard Chartered • Standard Chartered infrastructure as a stable long-term investment, or purely as
IL&FS Asia Infrastructure Growth Fund • Sumitomo
an opportunistic play?
Mitsui Banking Corporation • The Keston Institute for
Public Finance and Infrastructure Policy Institute • The
Risk Advisory Group • The World Bank • Thiess Pty Ltd • Onstage interview:
VinaCapital • Visor Holding Does PPP really exist in Asia, an industry veteran shares his
insights

REGISTER TODAY Visit www.peimedia.com/infraasia10


or call +65 6838 4563

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Day One: 20 October
0850 - 0900 Welcome address by Infrastructure Investor

0900 - 0930 Keynote: Investing and Financing of Infrastructure 1430-1530 Sector-focused workshops, parallel streams:
for Development in Asia
Mr Bindu N Lohani, Vice President (Finance & Administration) Workshop A: Ensuring sustainable energy policy
of the Asian Development Bank, the region’s multilateral • Traditional power versus renewable energy
development financial institution, will outline the challenges of
• Power distribution networks: upgrade and expansion
infrastructure development in Asia -   in a world of rising fiscal
deficits and what can be expected in a post-crisis Asia • Market pricing: how evolved are most markets?

0930-1015 Opening panel: Looking beyond the Asian Workshop B: Transport and logistics
growth story • Toll roads: has central and regional planning
been effective in projects?
• Is infrastructure a fundamentally sound investment? • Urban connectivity: making efficient commuting
• Is infrastructure an asset play or a sector play? affordable
• Distinguishing between what’s hot and what’s hype? • Logistic hubs: room for more growth?
• Identifying the potential risks for stakeholders:
are there fewer pitfalls as governments court private 1530-1600 Break
capital participation?
1600-1700 Region-focused workshops, parallel streams:
1015-1100 Regulatory panel: Effectiveness of government in
attracting private capital Workshop C: Southeast Asia
• The hotspots: Indonesia & Philippines
• Are governments in markets with greater sovereign
• Singapore: why the government-led privatization
risks doing enough to create conducive environments
for investments? efforts were successful, and what other countries
• The Chinese government has been successful in in the region can learn from them
playing the facilitator role in the country’s infrastructure • Are local stakeholders better placed to build out
developments. What are the lessons other Asian countries the region’s infrastructure?
can learn from?
• Is India over-hyped? Is Indonesia even ready for Workshop D: Australia
private investors? • What can the rest of Asia learn from the world’s
most mature infrastructure market?
1100-1130 Coffee break
• Where the opportunities are: Victoria versus
New South Wales
1130-1215 Developer panel: Should developers take on more
• Toll roads: Why have some toll road business plans
equity?
gone so badly wrong?
• Should developers be managing funds? Is there any • Case Study: Sydney’s Lane Cove tunnel
evidence that developer-founded funds have
outperformed? 1730-1815 Exit panel: Delivering on investors’ return
• EPC contractors versus developers and the overlap expectations
• Is there room for international developers in countries
like India and China, or will the local champions continue • The premium for developmental risks in
to hold sway? Greenfield projects
• The appeal of projects with stable cash flows
1215-1300 The Big debate: India infrastructure will yield and annualized returns
higher returns than China for private fund investors • Managing the liquidity cycle
Two opposing teams debate whether India will outshine • IPOs versus sell-back versus secondary sales
China for infrastructure investors

1300-1430 Luncheon 1830-2000 Cocktail Reception

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Day Two: 21 October
0850 - 0900 Chairman’s welcome and recap 1045 - 1130 Onstage interview: Does Public-Private
Partnership really exist in Asia?
0900 - 0930 Data points: Building infrastructure - yesterday,
today & tomorrow Just how many successful PPPs have there in Asia
and did they reflect genuine risk transfer from
A macro view on major infrastructure developments public to private?
globally and how trends may have shifted over the past Infrastructure Investor quizzes an industry
decades. Can new projects be more efficiently delivered veteran for a candid view on this matter.
going forward?

0930-1015 Private capital panel: Infrastructure and Private 1130 -1230 Closing Panel: The Investors’ view
Equity
• Is investing in infrastructure a stable long-term
• Are private equity fund and infrastructure compatible? returns or a fundamentally opportunistic play in
• How do funds assemble the optimal team to ensure the Asia context?
that they are equipped to provide more than equity • Getting Asian infrastructure right: the checklist
financing before making a commitment, directly versus
• Forging meaningful partnerships with local and regional third-party funds
developers and other stakeholders: just how important Expectation management: what investors should
is this? expect from Asian infrastructure – and what not
1015 - 1045 Break

1230 - 1430 Luncheon

Top attending job titles (as percentage of overall


delegates)from the 2009 forum:
“I find PEI infrastructure events
particularly valuable because they
provide a window on the latest
thinking from project developers
and the international finance
community. They offer a wealth
of information and knowledge
from the people actually doing the Regional breakdown (as a percentage) of delegates from
deals.” the 2009 forum:

Richard G. Little,
Director
The Keston Institute for Public
Finance and Infrastructure Policy

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Venue:

The Fullerton Hotel


1 Fullerton Square Singapore 049178. Tel No. : (65) 6733 8388 Fax : (65) 6735 8388
Every luxury hotel claims to be the best. The grandest, the most exclusive,
the most opulent – it’s difficult to find a hotel that truly stands out from the To take advantage of your exclusive PEI
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The architecture might be grand – not surprising given the building was
completed in the 1928, but inside is the most exquisite and luxurious
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Email: eric.c@peimedia.com

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