Agenda 22 - 25 June 2020 | Hilton Hotel, Berlin Explore the Week
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Monday 22nd Emerging Markets Forum Government Forum ESG & Sustainability Forum Agenda 22 - 25 June 2020 | Hilton Hotel, Berlin Explore the week Monday 22 June Tuesday 23 & Wednesday 24 June Thursday 25 June → Emerging Markets Forum → Global Investor Forum → Energy Transition Forum → Government Forum → Digital Infrastructure Forum → ESG & Sustainability Forum → Infrastructure Debt Forum Last updated: 20th March 2020 www.infrastructureinvestor.com/IIGS Monday 22nd Emerging Markets Forum Government Forum ESG & Sustainability Forum Monday, 22 June 2020 08:30 - 09:00 08:45 - 08:50 Introduction from Infrastructure 08:45 – 09:00 Introduction from Infrastructure 08:45 - 09:00 Introduction from Infrastructure Investor Investor & welcome from chair Investor 08:50 - 09:00 Welcome from chair Mark Moseley, Principal, Moseley Infrastructure 08:50-09:00 Chairperson's opening remarks Advisory Services Chris Heathcote, Independent 09:00 - 09:30 09:00 - 09:40 Building together: Encouraging 09:00 - 09:45 Improving infrastructure delivery: 09:00 - 09:25 Keynote presentation: Maintaining deeper collaboration between government, Choosing the right procurement model for your the social license for investments in multilateral lenders and private capital project infrastructure • Developing the right models for funding and • How does the choice of procurement model impact John Morrison, Chief Executive, IHRB financing projects in emerging jurisdictions delivery? • Getting national development banks more involved • Comparing outcomes: Public versus private in greenfield projects procurement strategies • How the choice of procurement model impacts • Examples of innovative procurement models delivery • Role of sustainability in the evolution of 09:25 – 09:50 The State of ESG: Where are we ___________________ now? 09:30 - 10:00 procurement models Moderator: Nadia Nikolova, Director - Alternative Investments, Allianz ___________________ Joint discussion from GRESB & PRI on how far ESG has got Global Investors Moderator: Mark Moseley, Principal, Moseley Infrastructure Advisory in infrastructure and what the next challenges and • Hubert Danso, Chief Executive Officer and Chairman, Africa Services opportunities are in the space. This will set the tone of the Investor Panellists: day’s discussions • Omri Gainsburg, Senior Investment Director, Meridiam • Vincent Cabanne, Executive Director, Infrastructure and PPP ___________________ Infrastructure Department, Gazprombank • Rick Walters, Director Infrastructure, GRESB • Barry Lynch, Partner, Actis • Matthew Jordan-Tank, Director, Sustainable Infrastructure • Simon Whistler, Senior Specialist, PRI • Fuat Savas, Executive Director, Infrastructure Finance & Advisory, Policy & Project Preparation, EBRD J.P. Morgan • Julia Prescot, Chief Strategy Officer, Meridiam, Board Member, • Jason Zhengrong Lu, Head of Global Infrastructure Facility, IPFA & UK National Infrastructure Commissioner World Bank 09:40 - 10:00 A European perspective on private investment in emerging infrastructure 09:45 - 10:00 Government project showcase: • Past European experience with emerging markets • The approach of public promotional investors -> European Investment Project Portal (EIPP) - the ‘crowding-in’ private investors and investing in situations meeting place for project promoters and 09:50 - 10:30 Working with the deal team: The with market failure investors role of ESG in fundraising and value creation • Origin: Set up as part of the Commission’s Investment Plan for Europe Last updated: 20th March 2020 www.infrastructureinvestor.com/IIGS Monday 22nd Emerging Markets Forum Government Forum ESG & Sustainability Forum • EU responsibilities and interests in emerging markets • Purpose: Facilitating connections with global - How seriously are investment teams really taking South and East of Europe –the Balkans, Maghreb and investors through a database of investable ESG? North Africa projects across private and public sectors - Influencing investment teams to ensure ESG is not ___________________ • Future: How EIPP will evolve into the ‘InvestEU an afterthought Helmut von Glasenapp, Secretary-General, European Long-Term Portal’ - Examining the role of ESG in due diligence; Investors Association _______________ historically and now Michael Feith, Policy Officer, Infrastructure, European Commission _______________ 10:00 - 10:30 10:00 - 10:40 Assessing ongoing political, 10:00 - 10:45 Risk sharing: Improving the balance Moderator: Mary Nicholson, Global Chief Risk and Sustainability Officer, MIRA regulatory & ESG issues in emerging jurisdictions between governments, private capital and MLDBs • Valeria Rosati, Senior Partner, Vantage Infrastructure • Has the regulatory risk perception between OECD and • Making projects bankable: Novel approaches to risk • Neil Wood, Group Finance Director, Bluefield Partners LLP emerging markets changed in the wake of recent political mitigation • James Armstrong, Managing Partner, Bluefield Partners LLP shifts in the UK and the US? • Which projects risks can, and should governments • Niamh McBreen, Asset Management Director, AMP Capital • The safest and riskiest sectors from a regulatory and help mitigate for developers and investors, and • Rick Shrotri, Founder and Managing Partner, Digital Alpha political risk perspective which shouldn’t they? • How to start a dialogue with regulators • How can technology create new value in project 10:30 - 11:00 ___________________ sourcing, structuring, and risk allocation? 10:30 - 11:00 ESG case studies highlighting Moderator: Francois Bergere, Executive Director, LTIIA • Currency risk, construction risk and delay risk: Who exceptional ESG in infrastructure projects • Otavio Castello Blanco, Founding Partner, Patria should take on what? 2 case studies will be presented highlighting innovative • Lance Crist, Global Head of Equity, Infrastructure and Natural _______________ ways to consider ESG at different stages of an investment Resources, IFC Moderator: Mujde Zeynel, Principal Advisor, Istanbul PPP Center of from due diligence to exit • Vivencio Dizon, President & Chief Executive Officer, Bases Excellence (PPPCoE) _______________ Conversion and Development Authority (BCDA) Panellists: CDC Group – Virunga Energy Investment • Marie-Laure Mazaud, Deputy Chief Executive Officer, , STOA • Dr Eyup Aydin, Chairman, Istanbul PPP Center of Excellence • Nikolas Stone, Manager, Environmental & Social Infrastructure & Energy (PPPCoE) Responsibility, CDC Group • Michael Feith, Policy Officer, Infrastructure, European Commission B Capital Partners – ESG Due diligence case study, Bekk og Strøm • Noman Siddiqui, Manager, PPP Division, Islamic Development • Dr Barbara Weber, Founding Partner, B Capital Partners Bank • Madeleine Szeluch, Head of Investor Relations, Department for Business, Energy and Industrial Strategy • Jason Zhengrong Lu, Head of Global Infrastructure Facility, World Bank 10:40 - 11:00 Comparing risk across developed and 10:40 - 11:00 Simplifying governmental regulatory emerging markets: Does Brexit, nationalisation policies to promote investment into fears and rising global protectionism make EM a infrastructure better place to do business? ___________________ ___________________ • Matthew Vickerstaff, Deputy CEO & Head of Project Finance, Infrastructure and Projects Authority • Thierry Deau, Founder & CEO, Meridiam Infrastructure Last updated: 20th March 2020 www.infrastructureinvestor.com/IIGS Monday 22nd Emerging Markets Forum Government Forum ESG & Sustainability Forum 11:00 - 11:30 Coffee & networking 11:30 - 12:00 11:30 - 12:15 Defining infrastructure beyond OECD: 11:30 - 11:45 Government project showcase: 11:30 - 12:15 Managing climate risk within an Are infrastructure-like assets the future? Sydney’s Central Precinct Renewal project infrastructure portfolio • Is technology changing the definition of infrastructure in • Leveraging public infrastructure for more competitive • TCFD Update: What are the implications of the emerging jurisdictions? cities and more liveable communities latest update for infrastructure investors? • How energy efficiency, natural infrastructure, IAAS and • Building Sydney’s momentum as Australia’s global city • How can investors use the recommendations to shared services are gaining a foothold • Using 24 ha of government land to grow the CBD and help predict climate risk across the portfolio? • Are private investors paying attention and how will accommodate a global tech hub • What metrics are most relevant to measure technology affect their investment approach? • De-risking investment in the air space over Australia’s climate risk? _______________ busiest rail interchange • Developing a resilience plan to reduce climate risk Panellists: • Reflections from both sides of private / public in infrastructure investments • Deepali Bahl, Head, IFC Global Infrastructure Fund, IFC Asset negotiations _______________ Management Company _______________ Moderator: Angela Roshier, Head of Asset Management, DIF • Gautam Bhandari, Founding Partner, I Squared Capital Alexander Wendler, Chief Development Officer, Transport for NSW • Isabelle Combarel, Deputy CEO - Head of Business • Raza Hasnani, Head of Infrastructure Investments, Africa50 11:45 - 12:25 Urban renewal projects: How Development & ESG, SWEN Capital Partners • Benn Mikula, Managing Partner & Co-CEO, Cordiant Capital • Tomas Dauden, MSc, Principal, Responsible Investing, Strategy different governments are driving the conversion 12:00 - 12:30 & Risk, OTPP to smart, sustainable, resilient