Agenda


Infrastructure Working Group Agenda

Kowloon Shangri-la Hong Kong Hotel
Kowloon Room 1
October 25, 2016
4:00-5:30 PM

Agenda     |     Participants List

4:00 PM - 4:05 PM

Welcome Remarks and Introductions
Kris Greenville, Vice President

Introduction of Dr. Teh Kok Peng
Director, Sembcorp

Introduction of the moderator: Professor Joseph Cherian
Practice Professor of Finance and Director of the Centre for Asset Management Research & Investments (CAMRI), NUS Business School

Self-introductions by all participants


4:05 PM - 4:35 PM

Infrastructure Essentials: Lessons Learned
Moderated by Joseph Cherian

An open discussion that invites preselected participants’ key views and experiences on infrastructure investment. Of special interest will be participants’ views on public-private partnerships (‘PPPs’); current market inadequacies or breakdowns; and governance.


4:35 PM - 5:05 PM

Guided Table Discussions

Achieving Standardization

Key topics to be discussed: contracts, documentation, benchmarking, transparency, ESG & social considerations, dealing with “market failures”, and arbitration.

Financing Alternatives

Key topics to be discussed: Project & deferred coupon bonds, SPVs, ABS/CDO/REIT-like exchange traded instruments including Infrastructure Investment Trusts, and asset class reclassification.

Performance and Risk Management

Key topics to be discussed: Political, sovereign, social & legal risks, risk/return tradeoffs, investing in greenfield, sovereign / MLB guarantees.


5:05 PM - 5:30 PM

The Unanswered Questions and Next Steps
Moderated by Joseph Cherian

Group Q&A; next steps and closing remarks


6:30 PM - 7:00 PM

Reception


7:00 PM

Dinner and Keynote Conversation: The Future of Asia’s Foreign Relations
Keynote Speaker, Mari Pangestu