Berlin Summit 2013 - PEI Media
Berlin Summit 2013 - PEI Media
Berlin Summit 2013 - PEI Media
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12.10 Panel: Renewable energy – a gateway into infrastructure investment?<br />
Panellists:<br />
• Review of institutions currently deploying equity capital and what they bring to the table<br />
• Assessing the extent of the overlap between infrastructure, real estate and private equity funds<br />
• What constitutes an acceptable return?<br />
• Where renewable energy fits within the wider portfolio<br />
Ian Berry, Fund Manager - Infrastructure & Renewable Energy, Aviva Investors<br />
Thomas Beyerle, Head of Corporate Sustainability & Research, IVG Immobilien<br />
Rory O’Connor, Managing Director, BlackRock Alternative Investments – Renewable Power Group<br />
Christoph Schumacher, Managing Director, Union Investment Institutional Property<br />
12.55 Close of main conference and lunch<br />
Special Forum: The Rise and Rise of Institutional Infrastructure Debt<br />
14.00 Keynote: Providing investor access to long-term debt<br />
• Determining the appetite and the terms required for institutional investors to invest in<br />
infrastructure debt<br />
• Assessing the risk/return profile of investment opportunities in debt funds for LPs<br />
• Allocating between junior and senior debt<br />
• Devising an appropriate fee structure<br />
Tim Cable, Director, Infrastructure Debt, Hastings Funds Management<br />
14.25 Panel: Infrastructure debt – generating predictable returns in an unpredictable environment<br />
15.00 Coffee break<br />
• Assessing infrastructure debt against alternative long-term, low-risk investments<br />
• Understanding and utilizing the advantages inherent in infrastructure projects<br />
• Which deals make sense? Matching the investor criteria with the appropriate transaction and<br />
structure<br />
• What combination of debt financing terms and conditions are borrowers seeking from their<br />
debt providers?<br />
John Kirwan, Managing Director & Head of Global Infrastructure Finance, Scotiabank<br />
David Ridley, Managing Director, Westbourne Capital<br />
James Wilson, Senior Managing Director & Chief Executive, Macquarie Infrastructure Debt<br />
Investment Solutions<br />
Chris Wrenn, Managing Director Infrastructure Debt, BlackRock<br />
15.30 Keynote: Implementing an effective infrastructure debt allocation strategy<br />
• Assessing the appeal of infrastructure debt for long term investors<br />
• Fitting infrastructure debt into your portfolio<br />
• Reappraising the relationship between risk and return<br />
• Resourcing in in-house infrastructure debt team<br />
Ross Posner, Group Head, Infrastructure & Real Assets, Allstate Investments<br />
15.55 Panel: Assessing the future of infrastructure debt<br />
• Where will infrastructure debt come from in <strong>2013</strong>?<br />
• Government’s role in creating an environment conducive to alternative funding structures<br />
• Assessing the benefits of the various means of engaging with infrastructure debt<br />
• What part will the banks play?<br />
Michael Halford, Partner, SJ Berwin<br />
John Tanyeri, Director, Head of Project Finance/Energy/Infrastructure, Private Securities,<br />
MetLife Investments<br />
Valentijn, Thijssen, Portfolio Manager, Alternative Inflation, APG<br />
16.30 Special Forum ends<br />
www.peimedia.com/berlin13 9
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