Infrastructure Investor: Europe - PEI Media
Infrastructure Investor: Europe - PEI Media
Infrastructure Investor: Europe - PEI Media
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
Day Two: Friday 18 March 2011<br />
08:00 LP breakfast (by invitation)<br />
09:00 Chairman’s recap<br />
09:10 Data Snapshot<br />
Inflation or deflation: To be or not to be?<br />
A review of the macroeconomic scenarios that could materially<br />
affect our industry<br />
LIMITED PARTNERS’ VIEWPOINT<br />
09:40 LP panel discussion<br />
What are the current challenges and opportunities in<br />
the market?<br />
• Will it be possible to extend the maturity of a closed-end<br />
fund? Pros and cons for LPs<br />
• Is there too much liquidity on the market? What should LPs<br />
and managers do if this is the case?<br />
• Direct versus indirect investments<br />
• How should LPs be prepared to support projects?<br />
Michael Barben,<br />
Partner,<br />
Partners Group AG<br />
Karsten Sinner,<br />
Senior Investment Officer,<br />
<strong>Europe</strong>an Investment Bank<br />
Macky Tall,<br />
Vice-President, Investments - <strong>Infrastructure</strong>,<br />
Caisse de dépôt et placement du Québec<br />
10:30 Morning refreshments and networking<br />
11:00 The LP Clinic<br />
How to best position your fund in today’s market<br />
Practical tips and guidance from two seasoned investors in an<br />
on-stage Q&A session.<br />
FUNDRAISING<br />
11:30 Panel discussion<br />
Fundraising - How have funds performed?<br />
• Funds that have closed – How long were they out and how<br />
hard was it to raise capital?<br />
• Dealing with limited equity<br />
• Fundraising for listed and unlisted funds<br />
• Closed versus open ended funds<br />
Mounir Guen,<br />
Chief Executive Officer,<br />
MVision<br />
Renaud de Matharel,<br />
CEO & Managing Partner,<br />
Cube <strong>Infrastructure</strong> Fund<br />
Alain Rauscher,<br />
Founder and CEO,<br />
Antin <strong>Infrastructure</strong> Partners<br />
RECENT DEALS AND FUTURE OUTLOOK<br />
12:20 The <strong>PEI</strong> Interview<br />
Equity syndication of Gatwick airport<br />
Interviewee<br />
Andrew Gillespie-Smith,<br />
Principal,<br />
Global <strong>Infrastructure</strong> Partners<br />
12:50 Closing keynote panel<br />
<strong>Infrastructure</strong> investments – What does the future hold?<br />
• Lessons learned from the crisis, which investments<br />
performed better?<br />
• Too many funds available for too few opportunities<br />
• The desire to use yield related carry / incentive structure<br />
• Value creation in the post-crisis world where super leverage<br />
is forbidden<br />
Michael Bates,<br />
Partner, Banking and Finance,<br />
Clifford Chance<br />
Danny Latham,<br />
Head of <strong>Infrastructure</strong> Investments, <strong>Europe</strong>,<br />
First State Investments<br />
13:40 Chairman’s closing remarks<br />
13:50 Lunch and close of conference
Change language