Berlin Summit 2013 - PEI Media

5-6 March | Radisson Blu | Berlin 

BERLIN SUMMIT 

www.peimedia.com/berlin13 

Hear from industry leaders including: 

Chris Beale, 

Managing Partner, 

Alinda Capital Partners 

Louis-Roch Burgard, 

Chief Executive Officer, 

Vinci Concessions 

Philippe Camu, 

Global Head, 

Goldman Sachs 

Infrastructure Partners 

Alain Carrier, 

Managing Director (Europe), 

Private Investments, 

Head of Infrastructure, 

CPPIB 

Joschka Fischer, 

Former Vice Chancellor and 

Foreign Minister of 

the Federal Republic of 

Germany 

Peter Hofbauer, 


Hermes GPE 

Holly Koeppel, 

Global Co-Head 

and Partner, 

Citi Infrastructure Investors 

Lincoln Webb, 

Vice President, 

Private Equity & Infrastructure, 

British Columbia Investment 

Management Corporation 

Christine Yokan, 

Portfolio Manager, 

Global Infrastructure 

Investments, 

CalPERS 

Early Bird Discount Book your place by 18 January to save £300

SPONSORS 

Lead Sponsors 

Co-Sponsors 

Supporting Associations 

To discuss sponsorship opportunities 

please contact: 

James Taylor 

Head of Infrastructure Events EMEA 

Infrastructure Investor 

+44 (0) 207 566 4274 E: taylor.j@peimedia.com 

2 www.peimedia.com/berlin13

1 

It’s the Berlin Summit 

4 

Quite simply it’s the most important event for 

the infrastructure investment community, with 

2 

5 REASONS TO ATTEND 

over 300 attendees at the 2012 summit. 

Now in its seventh year, the Berlin Summit 

always delivers the highest quality content, 

addresses the most current topics and 

debates the most challenging issues in 

infrastructure today. 

See the big picture 

Leading figures from politics and government 

will outline the strategic and macroeconomic 

factors influencing their thinking and decisionmaking. 

Discuss how these decisions will 

impact upon your business. 

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By investors, for investors 

5 

The conference programme has been developed 

by Infrastructure Investor’s senior editorial team 

in close co-operation with investors who have 

experience with primary and secondary markets, 

direct investment and co-investments. You will gain 

insight into infrastructure allocations and 

commitments directly from active investors and 

their advisors to inform your business strategy. 

Equip yourself with essential 

market knowledge 

The agenda features interactive sessions, panel 

discussions and workshops, with contributions 

from the key figures in the asset class. 

In addition, this year's Summit will include a half 

day briefing on: 

The Rise and Rise of Institutional Infrastructure 

Debt examining the various avenues for investors 

to access the infrastructure debt market, and the 

developments, challenges and opportunities facing 

the key players in this emerging space. 

Network with the most 

influential figures in 

infrastructure 

As always, we'll provide a number of dedicated 

networking sessions. Take advantage of this unique 

opportunity to put your questions to the experts 

and exchange ideas with your peers. 

Featured Speaker: Joschka Fischer 

The former Vice Chancellor and Foreign Minister of the Federal Republic of Germany 

(1998 - 2005) led the Green Party in their first participation in government, both at 

state level (Hesse) and at federal level. From 2006 to 2007, Joschka Fischer held a 

professorship at the Woodrow Wilson School of International and Public Affairs at 

Princeton University (USA). 

He is a member of the Board of Trustees of the International Crisis Group and of the 

Executive Board of the European Council on Foreign Relations. 

Mr Fischer will deliver a keynote address on the tense relationship between 

politics and infrastructure investment. 

Berlin Summit 2013 5-6 March | Radisson Blu | Berlin 

www.peimedia.com/berlin13 3

SPEAKERS INCLUDE: 

For our full list of speakers, visit www.peimedia.com/berlin13 

Luis Fernando Andrade, 

President, 

National Infrastructure Agency 

of Colombia 

Michael Barben, 

Head of Private Infrastructure, 

Partners Group 

Martin Bennett, 

Senior Vice President, 

Infrastructure Practice, 

Marsh McLennan 

Ian Berry, 

Fund Manager - Infrastructure & 

Renewable Energy, 

Aviva Investors 

Thomas Beyerle, 

Head of Corporate Sustainability & 

Research, 

IVG Immobilien 

Steve Bickerton, 


Prostar Capital 

Wim Blaasse, 


DIF 

Mathias Burghardt, 


Senior Managing Director, 

AXA Private Equity 

Tim Cable, 

Director, Infrastructure Debt, 

Hastings Funds Management 

Thierry Déau, 


Meridiam Infrastructure 

Vincent Gerritsen, 

Senior Investment Manager 

Infrastructure, 

PGGM 

Simon Gray, 

Founding Partner, 

Arcus Infrastructure Partners 

Michael Halford, 

Partner, 

SJ Berwin 

Markus Hottenrott, 

CIO & Co-Head, 

Morgan Stanley Infrastructure 

John Kirwan, 

Managing Director & Head of 

Global Infrastructure Finance, 

Scotiabank 

Vittorio Lacagnina, 

Director, 

SteelRiver Infrastructure Partners 

Martin Lennon, 

Co-Founder & Head, 

Infracapital 

Vincent Levita, 

President, 

OFI InfraVia 


Amy Mahon, 

Partner, 

Clifford Chance 

Paul Malan, 

Senior Partner, 

iCon Infrastructure 

Nicolás Merigó, 


Maguerite 

Carlo Michelini, 

Senior Partner & CIO, 

F2i 

Niall Mills, 

Head of Infrastructure Asset 

Management, Europe, 

First State Investments 

Ross Posner, 

Group Head, 

Infrastructure and Real Assets, 

Allstate Investments 

Alain Rauscher, 

Founder & CEO, 

Antin Infrastructure Partners 

Matthias Reicherter, 


Golding Capital Partners 

David Ridley, 

Managing Director, 

Westbourne Capital 

David Russell, 

Co-Head, 

Responsible Investment, 

USS Investment Management 

Christoph Schumacher, 

Managing Director, 

Union Investment Institutional 

Property 

Anoop Seth, 


AMP Capital 

Christian Seymour, 

Head of Infrastructure – Europe, 

IFM 

John Tanyeri, 

Director, Head of Project Finance/ 

Energy/Infrastructure, Private Securities, 

MetLife Investments 

Sander Paul van Tongeren, 

Senior Sustainability Specialist 

Global Real Estate & Infrastructure, 

APG 

Mark Weisdorf, 

Managing Director & CEO, 

Infrastructure Investments, 

JP Morgan Asset Management 

James Wilson, 

Senior Managing Director & 

Chief Executive, 

Macquarie Infrastructure Debt 

Investment Solutions 

Chris Wrenn, 

Managing Director 

Infrastructure Debt, 

BlackRock 


Day One 5 March 2013 

DAY ONE 5 MARCH 2013 

08.00 Registration and coffee 

08.50 Welcome from Infrastructure Investor and Chair’s opening remarks 

09.00 Keynote: Infrastructure, a political asset class - working with private capital to generate 

sustainable growth 

• Drivers of political risk 

• Reconciling the long-term nature of infrastructure programmes with a four-year electoral cycle 

• Ramifications of the ongoing Euro struggle and the United States’ 'fiscal cliff' 

• Governments’ role in providing a climate for sustainable growth 

Joschka Fischer, 

Former Vice Chancellor and Foreign Minister of the Federal Republic of Germany 

09.30 Keynote: The outlook for infrastructure in the portfolio 

• Allocation rationale: With more money chasing fewer deals, is there value to be had? 

• Is infrastructure the low risk investment which was promised? 

• How should global diversification play into the portfolio? 

• Lessons for other institutional investors 

10.00 Panel: The shape of things to come 

• Investor migration from fixed income to infrastructure – a passing fad or tectonic shift? 

• What opportunities does a struggling European economy offer to savvy investors? 

• Leveraging experience and market knowledge to source attractive deals and superior returns 

• The impact of club investing, co-investment, managed accounts etc. on the traditional 

fund model 

Moderator: 

Panellists: 

Thierry Déau, Chief Executive Officer, Meridiam Infrastructure 

Chris Beale, Managing Partner, Alinda Capital Partners 

Mathias Burghardt, Head of Infrastructure, Senior Managing Director, AXA Private Equity 

Paul Malan, Senior Partner, iCon Infrastructure 

Lincoln Webb, Vice President, Private Equity & Infrastructure, 

British Columbia Investment Management Corporation 

Mark Weisdorf, Managing Director & CEO, Infrastructure Investments, 

JP Morgan Asset Management 

10.50 Speed Networking 

11.40 Investors panel: Where is the money going? 

• Global infrastructure investment trends – time to flee to safe havens? 

• Infrastructure’s evolving role in the portfolio and the resultant increase in expectation 

• Is the rush to core infrastructure making it unsustainable from a returns perspective? 

• Building an infrastructure portfolio by building partnerships 

Moderator: 

Panellists: 

Alain Rauscher, Founder & CEO, Antin Infrastructure Partners 

Michael Albrecht, Associate Director, Global Infrastructure & Real Assets, Allstate Investments 

Philippe Camu, Global Head, Goldman Sachs Infrastructure Partners 

Alain Carrier, Managing Director (Europe), Private Investments, Head of Infrastructure, CPPIB 

Peter Hofbauer, Head of Infrastructure, Hermes GPE 


12.30 Panel: Infrastructure secondaries – bigger than you might think 

• Identifying sources of deal flow above and beyond banks and insurance companies 

• What a buyer is looking for in a secondary interest 

• Determining the scale of the opportunity 

• Dealing with increased complexity and sensitivity 

Moderator: 

Panellists: 

Amy Mahon, Partner, Clifford Chance 

Michael Barben, Head of Private Infrastructure, Partners Group 

Simon Gray, Senior Partner, Arcus Infrastructure Partners 

13.10 Lunch 

14.20 Workshops A & B run concurrently 

Workshop A: Fund terms and conditions – innovate or die? 

• Innovative, effective methods of encouraging allocation – early bird discounts, sliding fee scales, 

blended fee rates 

• The case for regulatory and currency risk clauses 

• What incentivisation structure best achieves alignment between the GP and LP interests? 

• Long-term funds for long-term investments 

Shawn D'Aguiar, Partner, Private Funds Group, SJ Berwin 

Vittorio Lacagnina, Director, Steel River Infrastructure Partners 

Workshop B: Risk Management 

• Comparing relative levels of risk across assets and structures 

• How do you price risk for both equity and debt? 

• Managing uncertainty in the market place – regulation, political risk, inflation and interest rates 

• Achieving elevated, risk adjusted performance 

Moderator: 

Panellists: 

Martin Bennett, Senior Vice President, Infrastructure Practice, Marsh McLennan 

Steve Bickerton, Managing Partner, Prostar Capital 

Alain Rauscher, Founder & CEO, Antin Infrastructure Partners 

15.05 Workshops C & D run concurrently 

Workshop C: Building, structuring and realising consortium deals 

• Bidding strategy: Firepower of a consortium vs only as strong as your weakest link 

• Governance structures: Determining the makeup of a perfect partnership 

• Differences between strategic and financial sponsor investors 

• Identifying and realising investment horizons 

Moderator: 

Panellists: 

Amy Mahon, Partner, Clifford Chance 

Vincent Gerritsen, Senior Investment Manager Infrastructure, PGGM 

Vincent Levita, President, OFI Infravia 

Paul Nash, Managing Director, Head of Infrastructure, DIF 

15.50 Coffee 

Workshop D: Case study – lessons learned from the Berlin Airport project 

16.20 The big debate: This house believes that regulation will kill institutional infrastructure investment 


DAY TWO 6 MARCH 2013 

08.00 LP breakfast [invitation only] 

08.50 Chairman’s introduction and review 

09.00 Keynote Panel: The greenfield project landscape 

• Assessing the appetite for greenfield project development and where the opportunities lie for 

corporates and investors 

• The nature and impact of the evolving relationship between developers and institutional capital 

• The shape and effect of political risk 

• Improving and managing institutional investor access to infrastructure project finance 

Moderator: 

Panellists: 

Matthias Reicherter, Head of Infrastructure, Golding Capital Partners 

Wim Blaasse, Managing Partner, DIF 

Louis-Roch Burgard, Chief Executive Officer, Vinci Concessions 

Nicolas Merigo, Chief Executive Officer, Maguerite 

09.45 Panel: Asset management – effective management of portfolio companies 

• Adapting the approach to asset management to fit a turbulent environment 

• Improving the GP offer at an operational level – creating additional value for LPs with complex, 

well run assets 

• Identifying and delivering operational efficiencies 

• Balancing the needs of multiple stakeholders 

Moderator: 

Panellists: 

Martin Lennon, Head, Infracapital 

Holly Koeppel, Global Co-Head & Partner, Citi Infrastructure Investors 

Carlo Michelini, Senior Partner & CIO, F2i Sgr 

Niall Mills, Head of Infrastructure Asset Management, Europe, First State Investments 

Anoop Seth, Head of Infrastructure, Asia, AMP Capital 

10.30 Coffee break 

11.00 Keynote: Infrastructure investment in Colombia - opportunities for international private capital 

• The case for Colombia as a promising infrastructure market 

• The scale and focus of Colombia’s infrastructure plan, and the role of the ANI 

• Promoting institutional investor access through ‘infrastructure bonds’ 

• Colombia’s new PPP law, its features and implications 

Luis Fernando Andrade, President, National Infrastructure Agency of Colombia 

11.25 Panel: Integrating ESG into the investment process 

• Maintaining ESG factors through the life of the investment and beyond 

• Understanding LP expectations on ESG 

• How does ESG impact on valuations or negotiations? 

• How sustainable is ESG investing in times of financial crisis? 

Panellists: 

Viktor Kats, Deputy Head, IFC Global Infrastructure Fund 

David Russell, Co-Head, Responsible Investment, USS Investment Management 

Christian Seymour, Head of Infrastructure – Europe, IFM 

Sander Paul van Tongeren, Senior Sustainability Specialist Global Real Estate and Infrastructure, APG 

Christine Yokan, Portfolio Manager, Global Infrastructure Investments, CalPERS 


12.10 Panel: Renewable energy – a gateway into infrastructure investment? 

Panellists: 

• Review of institutions currently deploying equity capital and what they bring to the table 

• Assessing the extent of the overlap between infrastructure, real estate and private equity funds 

• What constitutes an acceptable return? 

• Where renewable energy fits within the wider portfolio 

Ian Berry, Fund Manager - Infrastructure & Renewable Energy, Aviva Investors 

Thomas Beyerle, Head of Corporate Sustainability & Research, IVG Immobilien 

Rory O’Connor, Managing Director, BlackRock Alternative Investments – Renewable Power Group 

Christoph Schumacher, Managing Director, Union Investment Institutional Property 

12.55 Close of main conference and lunch 

Special Forum: The Rise and Rise of Institutional Infrastructure Debt 

14.00 Keynote: Providing investor access to long-term debt 

• Determining the appetite and the terms required for institutional investors to invest in 

infrastructure debt 

• Assessing the risk/return profile of investment opportunities in debt funds for LPs 

• Allocating between junior and senior debt 

• Devising an appropriate fee structure 

Tim Cable, Director, Infrastructure Debt, Hastings Funds Management 

14.25 Panel: Infrastructure debt – generating predictable returns in an unpredictable environment 

15.00 Coffee break 

• Assessing infrastructure debt against alternative long-term, low-risk investments 

• Understanding and utilizing the advantages inherent in infrastructure projects 

• Which deals make sense? Matching the investor criteria with the appropriate transaction and 

structure 

• What combination of debt financing terms and conditions are borrowers seeking from their 

debt providers? 

John Kirwan, Managing Director & Head of Global Infrastructure Finance, Scotiabank 

David Ridley, Managing Director, Westbourne Capital 

James Wilson, Senior Managing Director & Chief Executive, Macquarie Infrastructure Debt 

Investment Solutions 

Chris Wrenn, Managing Director Infrastructure Debt, BlackRock 

15.30 Keynote: Implementing an effective infrastructure debt allocation strategy 

• Assessing the appeal of infrastructure debt for long term investors 

• Fitting infrastructure debt into your portfolio 

• Reappraising the relationship between risk and return 

• Resourcing in in-house infrastructure debt team 

Ross Posner, Group Head, Infrastructure & Real Assets, Allstate Investments 

15.55 Panel: Assessing the future of infrastructure debt 

• Where will infrastructure debt come from in 2013? 

• Government’s role in creating an environment conducive to alternative funding structures 

• Assessing the benefits of the various means of engaging with infrastructure debt 

• What part will the banks play? 

Michael Halford, Partner, SJ Berwin 

John Tanyeri, Director, Head of Project Finance/Energy/Infrastructure, Private Securities, 

MetLife Investments 

Valentijn, Thijssen, Portfolio Manager, Alternative Inflation, APG 

16.30 Special Forum ends 


BERLIN 2012 DELEGATE INFORMATION 

Infrastructure Investor’s annual Berlin Summit attracts senior decision-makers from the key institutions active in 

infrastructure finance and investment today. Last year’s event brought together professionals from the world over, 

and this year we aim to be even bigger and better. 

Here’s a breakdown of last year’s attendees, as well as a sample 

list of institutions that have attended the event: 

Country breakdown 

United Kingdom 34% 

Rest of Europe (excl the UK and Germany) 30% 

Germany 21% 

United States 9% 

Asia 3% 

ROW 3% 

Job title breakdown 

Managing Director/Director 37% 

Partner 23% 

CEO/ Founder 14% 

President/Vice President 7% 

Institutional investors at the 2012 Summit included: 

• Aeris Capital AG 

• Allianz Investment Management (AIM) 

• Amundi PEF 

• APG Asset Management 

• ATP 

• BASF Pension Fund 

• BTV Beteiligungsverwltung 

• Bundesverband 

• BVV Versicherungsverein Des Bankgewerbes 

• Caisse De Dépôt et Consignations 

• Caisse De Dépôt et Placement Du Québec 

• CalPERS 

• CalSTRS 

• Canadian National Railways (Pension Trust Board) 

• CPP Investment Board 

• E.On Pension Fund 

• Eureko-Achmea 

• European Investment Bank 

• Generali Deutschland Immobilien 

• Generali Immobiliare Italia S.G.R. 

• Helaba 

• Hermes GPE 

• Ilmarinen Mutual Pension Insurance Company 

• Industry Funds Management 

• ING Insurance Benelux 

• LIUNA 

• MEAG Munich Ergo Asset Management 

• Palladio Partners 

• Partners Group 

• PensionDanmark 

• PGGM 

• SAM Private Equity 

• Skandia Life Insurance 

• Stadt Köln 

• Swiss Re Private Equity Partners 

• TFL Pension Fund 

• Timeos Pensioenbeheer 

• University of Laval Pension Fund 

• Washington State Investment Board 

• YIELCO Investments 


VENUE INFORMATION 

The Infrastructure Investor Berlin Summit 2013 will be held at the 

Radisson Blu Hotel in Berlin. 

Karl-Liebknecht-Strasse 3 

D-10178 Berlin 

Germany 

Tel: +49 30 238 280 

Located in the historical heart of Berlin, the hotel is situated on the 

bank of the river Spree, opposite to the Berlin Cathedral and 

Museum Island. 

Special Conference Rate Available: 

We have a special rate at the Radisson Blu arranged for the 

duration of the summit for standard and business class rooms. 

Once you have registered with us you will receive an email 

with a direct link to book at these rates. 

Please note that these rates only apply until 4 February 2013. 

After this date, the hotel's best available rates shall apply. 

See full venue details at: www.radissonblu.com 

5 Easy ways to register: 


marica.l@peimedia.com 

+44 (0) 207 566 5445 

+44 (0) 207 566 5455 (fax machine) 

Post a payment to: 

Conference Registration 

PEI, Sycamore House 

Sycamore Street, 

London, EC1Y OSG 

UK 

Host Publication: 

Infrastructure Investor 

For the world's infrastructure markets 

Infrastructure Investor is a magazine and online subscription 

service providing detailed coverage and analysis of infrastructure 

finance and investment globally. Its combination of a magazine 

and online news portal will give you deep insight into the people, 

the institutions, the assets and the policies shaping 

this evolving asset class. 

For more information visit: www.infrastructureinvestor.com 


BERLIN SUMMIT 2013 BOOKING FORM 

Book your place by 18 January to save £300 

Pricing options 

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Early Bird Price valid until 

18 January 2013 

One Delegate 

Two Delegates - Save 10% 

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£300 

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£3,410 

Discount up to 40% available for multiple bookings. For further details call +44(0) 20 7566 5445. 

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Payment can be made by American Express, Visa, MasterCard or by wire transfer. Full payment must be received 

prior to the event. If registering four weeks or less prior to the event, payment must be made by credit card. 

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Cancellation policy 

Any cancellation received more than fourteen (14) days prior to the forum will be subject to a charge of 50% of the 

fee already paid or the full delegate rate, whichever is the lower. All cancellations must be made in writing (by letter, 

fax or email - proof of receipt will be required) to the relevant contact at PEI Media Ltd for that event. We regret 

that no refunds will be made for cancellations made within 14 days of an event and there will be no exceptions to 

this policy. Any cancellations received in writing less than fourteen (14) days prior to the date of the forum will 

receive a 100% credit to be used at another PEI event for up to 12 months from the date of issuance. 

Payment policy: Payments can be made by American Express, Visa, MasterCard or Company Cheque. Full 

payment must be received prior to the event. If registering 4 weeks or less prior to the event, you must pay by 

credit card. For more information regarding administrative policies such as complaint and refund, please contact 

Marica Lagarese on +44(0) 20 7566 5445. 

* If you're an institutional 

investor you may be eligible 

for a complimentary pass. 

Email taylor.j@peimedia.com 

for further details.

Berlin Summit 2013 - PEI Media

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