Agenda


Infrastructure Working Group Agenda

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

SCROLL DOWN

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

Participants List


Infrastructure Working Group
Participants List

SCROLL DOWN

Participants List


Infrastructure Working Group
Participants List

Agenda     |     Participants List

Sorted alphabetically by organization

Joseph W. Ferrigno III
Managing Partner, AMCG Partners

Kerstin Hessius
Chief Executive Officer, AP3

Paul Speltz
Chairman and CEO, Global Strategic Associates
International Advisory Board to the President, Asia Infrastructure Investment Bank

Gordon Fyfe
CEO/CIO, British Columbia Investment Management Corp.

Bryan Thomson
Senior Vice President, Public Equities, British Columbia Investment Management Corp.

Henry Jones
Trustee, California Public Employees' Retirement System

John Campbell OBE
Founder, Campbell Lutyens & Co.

Conrad Yan
Partner, Campbell Lutyens & Co.

Shirley Chen
Managing Director, China International Capital Corporation (CICC)

Russell Hiscock
President and Chief Executive Officer, CN Investment Division

Tony Adams
Chief Investment Officer, Infrastructure, Eastspring Investments

George Kay
Head, Infrastructure Europe, GIC Private Equity and Infrastructure

Mark Moseley
Senior Director, Global Infrastructure Hub

Mari Pangestu
Former Trade Minister, Government of Indonesia

Enoch Fung
General Manager, Infrastructure Financing Facilitation Office, HKMA

Samson Wong
Senior Manager, Direct Investment Division, HKMA

Gautam Bhandari
Partner, I Squared Capital

M.K. Sinha
Managing Partner & CEO, IDFC

Gilda Fridegotto
Investment Officer, IFC Asset Management

Takeshi Kadota
President and CEO, Kadota & Co.

Eugene Zhuchenko
Executive Director, Long Term Infrastructure Investors Association

John McClelland
Principal Investment Officer, Los Angeles County Employees Retirement Association

Steve Gross
Senior Managing Director, Macquarie Infrastructure and Real Assets (MIRA)

D-Y Lin*
Managing Partner, McKinsey & Company Singapore
Leader of the Public Sector and Infrastructure Practices across Asia

Julia Prescott
Chief Strategy Officer, Meridiam Infrastructure

Tak Ishikawa
Senior Vice President, Mitsubishi Corporation

Bernard Wee*
Executive Director, Monetary Authority of Singapore

Sze Liang LEE
Head of Infrastructure, Monetary Authority of Singapore

Joseph Cherian
Practice Professor of Finance and Director, CAMRI, National University of Singapore

Betrand Badré
CEO, BlueOrange Capital; Visiting Fellow, Peterson Institute for International Economics

Yumin Liu
Executive Vice President, Recurrent Energy

Herb Meiberger
Trustee, San Francisco Employees Retirement Fund

Teh Kok Peng
Director, Sembcorp Industries

Richard Quek
Executive Vice President & Head, Commercial, Sembcorp Industries

 

*Joining by telephone