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November 30–December 2, 2009 • JW Marriott Hotel • Washington, D.C.
REGISTER ONLINE: www.irei.com/i3reg.html OR CALL (925) 244-0500, ext.162
The Annual Global Infrastructure Event for Institutional Investors and Government Officials
SPEAKERS
Joe AielloSenior Investment Director, Meridiam Infrastructure
Vince BenedettiHead of Infrastructure, New Jersey Division of Investment
Gerald BrownChairman of the Board of Trustees, Dallas Police & Fire Pension System
Scott BrownCEO, New Energy Capital
David CraneSpecial Advisor to the Governor for Jobs & Economic Growth,State of California
Terence L. DarbyManaging Partner, Energy Investor Funds
Kelly DePontePartner, Probitas Partners
Geoffrey DohrmannPresident and CEO, Institutional Real Estate, Inc.
Lily DongeSenior Sustainability Analyst & Manager, Environment & Climate Change, Calvert Investments
Mortimer Downey IIISenior Advisor, Parsons Brinckerhoff
Ashlee Emerson-LambrixResearch Manager, Institutional Real Estate, Inc.
Michael GolubicConsultant, The Townsend Group
John S. Haythorne, B.A. Sc., LL.B., P.EngPartner, Fraser Milner Casgrain LLP & Canadian Council for Public-Private Partnerships
Ben HeapManaging Director, Head of the Americas, Infrastructure, UBS Global Asset Management
Karen HedlundChief Counsel, Federal Highway Administration
Stephen HowardSenior Vice President, Head of Infrastructure Project Finance, Barclays Capital
Alan James Senior Managing Director, Macquarie Capital (USA) Inc.
Aashish Kalra Co-Founder & Managing Director, Trikona Capital
Conor KellyManaging Director, Head of International Infrastructure Finance, Scotia Capital
Danny LathamHead of Infrastructure, Europe, First State Investments
Serge LauperPrincipal, Horizon21 Private Equity
Ryan MattoxDirector, North America, Institutional Real Estate, Inc.
Norman Y. MinetaVice Chairman, Hill & Knowlton, Inc.Former U.S. Secretary of Commerce
Corina Muller MonaghanVice President, Trade Credit/Political Risk Practice, Aon Risk Services
Sasha PageVice President, Infrastructure Management Group
Frank M. RapoportSenior Partner, McKenna Long & Aldridge LLP
Anoop SethCo-Head of Asia Infrastructure, AMP Capital Investors
John StinebaughManaging Partner, Brookfield Asset Management
Willem Sutherland Managing Director–Head of Infrastructure Finance & Advisory-Americas, ING Capital LLC
Michael UnderhillPresident & CEO, Capital Innovations
Mark A. WeisdorfCIO & Managing Director, Infrastructure Investments, J.P. Morgan Asset Management
Andrew Yee Managing Director & Global Head of Infrastructure Principal Finance, Standard Chartered Bank
GOLD SPONSOR: BRONZE SPONSOR: OTHER PARTNER:
4TH ANNUALFrom the publishers of . . .
“ Good overview and summary of a complex subject in just a couple of days.”
— Jeff Watson, Assistant Director for Community Services, Douglas County, Colorado
I3 is the only infrastructure conference specially tailored for the needs of institutional investors and their business partners.
Stewardship
InfrastructureDirect Investment
FundsFunds of Funds
Public-Private Partnerships
Government Officials
Public/Tax-Exempt Investors
PrivateInvestors
Design/BuildContractors
Financial Advisers
LaborUnions
LegalProfessionals
OperationsManagement
Accountability
Transparency
For more information about our speakers, please visit www.irei.com/i3speakers.html
Imagine sitting down at a table with an investor from a leading pension fund, a significant government official and a notable investment manager – all experienced in the world of infrastructure. No separate meetings. Everyone is
together in one room to get the full view of the inner workings of this dynamic asset class. Now in its fourth year, this is exactly what you’ll get at Institutional Investing in Infrastructure (I³).
I³ is the only forum that gives you the full view of the inner workings of infrastructure. It is designed to help you evaluate the opportunities and risks associated with the financing of public infrastructure projects with private institutional capital.
I3 brings together senior executives at leading pension funds, endowments, foundations, sovereign wealth funds, family offices, insurance companies, banks and other capital providers, with investment managers from around the world. It also takes it a step further by incorporating representatives from federal, state, municipal and county agencies.
We have designed I3 to be a superior action- and solution-oriented educational resource.
The I³ program offers:
• A 360-degree view that brings together the perspectives of the different players — investors, advisers and government officials. This allows you to take your strategy to the next level.
• Integrated sessions held in one meeting room. You get to hear it all. This allows you to explore the things stakeholders have in common and paves the way for deals that have better terms for everyone.
• A global perspective connecting you with speakers from Asia, Europe and North America, who bring with them a wide range of experience, as well as ideas that can be adapted to your own program.
• Intimate setting. Our conference is geared for a select group of top-tier decision makers. No other event will create this type of networking opportunity; you will connect with the best in the business.
• Small-group peer-to-peer sessions that foster relationships while finding answers to today’s infrastructure challenges.
Whether you are an investor, investment adviser or government official, you will find out how to position your programs to take advantage of the various opportunities in the public-private marketplace.
The program for I³ is developed by executive producers Geoffrey Dohrmann, CEO and President of Institutional Real Estate, Inc., and Ryan Mattox, Director, North America, Institutional Real Estate, Inc., along with the I³ advisory board.
The Annual Global Infrastructure Event that Delivers the View from the Top.
Advisory Board
Geoffrey Dohrmann Ryan Mattox
Joe AielloSenior Investment Director, Meridiam Infrastructure
Vince BenedettiHead of Infrastructure, New Jersey Division of Investment
Stephen BlankSenior Fellow, ULI–Urban Land Institute
Gerald BrownChairman of the Board of Trustees, Dallas Police & Fire Pension System
W. Michael CrawfordManaging Director, C.P. Eaton Partners, LLC
Kamran KahnSenior Advisor, Infrastructure Finance, East Asia and Pacific Region, The World Bank
Andrew LinSenior Vice President, Borealis Infrastructure
Norman Y. MinetaVice Chairman, Hill & Knowlton, Inc., Former U.S. Secretary of Commerce
Kerry O’HareSenior Policy Advisor, Building America’s Future
Sasha PageVice President, Infrastructure Management Group
David PenningtonManaging Director, BMO Capital Markets
Frank M. RapoportSenior Partner, McKenna Long & Aldridge LLP
Dan Schuller Ph.D.Vice President, J.P. Morgan Asset Management
Anyone interested in completely understanding the risks and opportunities associated with investing private capital in public infrastructure, including:
INVESTORS
Public and Corporate Pension FundsEndowments and Foundations
Insurance CompaniesSovereign Wealth Funds
Family OfficesTaft-Hartley Funds
INVESTMENT ADVISERS
Investment BanksInfrastructure Funds
Funds of FundsMutual Funds
Private Equity Funds
GOVERNMENT
Government AgenciesPolicy and Legislative Professionals
FINANCE & PROJECT SPECIALISTS
AttorneysConsultantsDevelopersFinanciers
Fund-raisersP3 Specialists
OperatorsRating Agencies
Prior I3 Attendees Speak Out:
Who You Will Meet – Who Should Attend
ONE MIND IS GREAT, many minds are better.Our small-group strategy encourages networking and collaboration between colleagues and potential project partners who are already involved in this intriguing asset class and those that are looking to get involved. Tap the power of many minds to explore this complex arena. “ A very well-structured
platform where opportunities, expertise and experience are openly shared among professionals.”
— Zheng Xiaoping, Principal, BAZO Investments (Asia) Ltd
“ It provided a very good understanding of infrastructure as an asset class within a portfolio.”
— Anonymous plan sponsor
“ The quality of the participants was superior.”
— Serge Lauper, Principal, Horizon21 Private Equity AG
“ Good overview and summary of a complex subject in just a couple of days.”
— Jeff Watson, Assistant Director for Community Services, Douglas County, Colorado
“ One of the best conferences and conference organizers in the business.”
— Anonymous
Institutional Investing in Infrastructure (I3) is an event hosted by Institutional Real Estate, Inc. (IREI). IREI is a trusted source for institutional real estate and
infrastructure news and information and is relied on by the industry’s most active and influential executives. More information is available at www.irei.com.
Agenda Monday, November 30 and Tuesday, December 1
REGISTER ONLINE: www.irei.com/i3reg.html OR CALL (925) 244-0500, ext. 162
Monday, November 30, 2009Arrival and Pre-Conference
4:00 pm Registration Opens
6:30 pm Welcome Cocktail Party
Tuesday, December 1, 2009Conference Sessions
7:00 am Registration Opens
7:00 – 8:00 am Breakfast
8:00 – 8:30 am
General Session Begins – Welcome and IntroductionGeoffrey Dohrmann, President and CEO, Institutional Real Estate, Inc.; Ryan Mattox, Director, North America, Institutional Real Estate, Inc.
8:30 – 9:15 am Global Infrastructure and Capital Markets ReviewAn update on the current state of global infrastructure and the world economy, including domestic and global stimulus packages and their long-term impact on and implication for infrastructure. This session will help to set the stage and context of the conference.
Mark Weisdorf, CIO & Managing Director, Infrastructure Investments, J.P. Morgan Asset Management
9:15 – 10:00 am
State of Global InfrastructureA closer look at current market conditions in each key region. Find out what’s working in the post–credit crisis environment. Given the market’s re-evaluation of risk, find out why stewardship, transparency and accountability matter more than ever to all stakeholders.
Ben Heap, Managing Director, Head of the Americas, Infrastructure, UBS Global Asset Management; Danny Latham, Head of Infrastructure Investments, Europe, First State Investments; Anoop Seth, Co-Head of Asia Infrastructure, AMP Capital Investors
10:00 – 10:30 am Break
10:30 – 11:30 am
Global Risk, Deal and Fund UpdateAn overview of global political risk, followed by a comprehensive overview of recent deal and fund trends, and an outlook for the future.
HOST: Ashlee Emerson-Lambrix, Research Manager, Institutional Real Estate, Inc.
PANELISTS: Kelly DePonte, Partner, Probitas Partners; Alan James, Senior Managing Director, Macquarie Capital (USA) Inc.; Corina Muller Monaghan, Vice President, Trade Credit/Political Risk Practice, Aon Risk Services
11:30 am – 12:30 pm
Financing Infrastructure: Stimulus and BeyondWhat are the short- and long-term implications for stimulus in the United States? Will these programs provide more P3 projects or fewer? During this session we will explore creation of a national infrastructure bank and the deployment of various government subsidies. Find out how other countries’ stimulus packages are impacting infrastructure investment.
Karen Hedlund, Chief Counsel, Federal Highway Administration; Stephen Howard, Senior Vice President, Head of Infrastructure Project Finance, Barclays Capital Investments; Conor Kelly, Managing Director, Head of International Infrastructure Finance, Scotia Capital; Andrew Yee, Managing Director & Global Head of Infrastructure Principal Finance, Standard Chartered Bank
12:30 – 1:30 pm Lunch
1:30 – 2:30 pm
P3 Fireside Chat: A Matter of PerspectiveHear different views on the current state and outlook for public-private partnerships (P3) in the United States. Make your own decision on the current state of the U.S. P3 market.
MODERATOR: Norman Y. Mineta, Vice Chairman, Hill & Knowlton, Inc., Former U.S. Secretary of Commerce
PANELISTS: Mortimer L. Downey III, Senior Advisor, Parsons Brinckerhoff; Stephanie C. Kopelousos, Secretary of Department of Transportation, Florida (pending confirmation)
Agenda Tuesday, December 1 and Wednesday, December 2
REGISTER ONLINE: www.irei.com/i3reg.html OR CALL (925) 244-0500, ext. 162
Tuesday, December 1, 2009Conference Sessions, continued
2:30 – 3:30 pm Peer-to-Peer SessionStakeholders case study. Groups of six to 10 people exchange ideas and share perspectives on an infrastructure deal.
3:30 – 4:00 pm Break
4:00 – 5:00 pm Keynote Speaker – to be announced
6:30 – 9:00 pm Cocktails and Dinner
Wednesday, December 2, 2009Conference Sessions
7:00 – 8:00 am BreakfastSponsored by Starwood Energy Group
8:00 – 8:30 am
Recap of Prior Day and Final Day’s ObjectivesGeoffrey Dohrmann, President and CEO, Institutional Real Estate, Inc.; Ryan Mattox, Director, North America, Institutional Real Estate, Inc.
8:30 – 9:30 am
Investment Options: Where Does Infrastructure Fit?What is the optimal investment model for infrastructure? Direct investment or private equity, open- or closed-end, commingled fund or separate account, listed or fund of funds? Now that we know more about volatility of cash flow, the question becomes how much leverage is prudent to place on these kinds of projects?
MODERATOR: Michael Golubic, Consultant, The Townsend Group
PANELISTS: Vince Benedetti, Head of Infrastructure, New Jersey Division of Investment; Serge Lauper, Senior Investment Director, Horizon21 Alternative Investments
9:30 – 10:30 am
4-Minute Manager Session: Sector ShowdownManagers make the case why various sectors or regions are attractive investments now.
China – Michael Underhill, President & CEO, Capital InnovationsClean Energy – Scott Brown, CEO, New Energy CapitalElectricity – Terence L. Darby, Managing Partner, Energy Investor FundsIndia – Aashish Kalra, Co-Founder & Managing Director, Trikona CapitalLatin America – Willem Sutherland, Managing Director-Head of Infrastructure Finance & Advisory-Americas, ING Capital LLCWater – Lily Donge, Senior Sustainability Analyst & Manager, Environment & Climate Change, Calvert Investments
(more sectors and regions to be announced)
10:30 – 11:00 am Break
11:00 am – 12:00 pm
P3 – Two Case Studies: Successes and FailuresHear about the advantages and pitfalls associated with two recent examples of infrastructure deals, and learn how investors, advisers and government officials can work together to finance a successful project.
Transportation: Tarrant Express ProjectJoe Aiello, Senior Investment Director, Meridiam Infrastructure; Jerry Brown, Chairman of the Board of Trustees, Dallas Police & Fire Pension
Renewable Energy: Crez ProjectJohn Stinebaugh, Managing Partner, Brookfield Asset Management
12:00 – 1:00 pm Lunch
Agenda continues...
Wednesday, December 2, 2009Conference Sessions, continued
1:00 – 2:00 pm
Building a Viable P3 Model in the United StatesHow to structure and implement partnerships between business, investors and government. Examine the Canadian Partnership model, and learn how it could be adapted in the United States.
MODERATOR: Sasha Page, Vice President, Infrastructure Management Group
PANELISTS: David Crane, Special Advisor to the Governor for Jobs & Economic Growth, State of California; Frank Rapoport, Senior Partner, McKenna Long & Aldridge LLP; John S. Haythorne, B.A. Sc., LL.B., P.Eng, Partner, Fraser Milner Casgrain LLP & Canadian Council for Public-Private Partnerships
2:00 – 3:00 pm
Group Peer-to-Peer and Wrap-Up SessionA facilitated group discussion that will create meaningful take-home value from all we’ve heard and discussed.
FACILITATORS: Geoffrey Dohrmann, President and CEO, Institutional Real Estate, Inc.; Ryan Mattox, Director, North America, Institutional Real Estate, Inc.
3:00 pm Conference Ends
Registration Pricing
EARLY BIRD RATE (expires Oct 16, 2009)
REGULAR RATE (after Oct 16, 2009)
Investment Advisers, Consultants and Others $2,395 $2,695
Investors: Pension Funds, Endowments, Foundations, Taft-Hartleys, Insurance Companies, Sovereign Wealth Funds, Family Offices(some plan sponsors may be eligible for a discount – call for details)
$695 $795
**Government Officials $125 $250
** A government official is defined as a federal, state, local or city-level government employee focused on the policymaking, planning, and/or funding/financing of infrastructure projects, as well as legislators and their staff. This definition does not include pension/benefit plan administrators.
Agenda Wednesday, December 2
Registration Information
Hotel & Travel Information
HOTEL RESERVATIONS:
JW Marriott Hotel1331 Pennsylvania Avenue, Washington, D.C. 20004 • (202) 393-2000
I3 attendees are responsible for their own hotel reservations. We have reserved a limited number of rooms at the JW Marriott hotel at a greatly discounted rate — details will be provided in your registration confirmation e-mail.
AIRPORT:The venue is four miles from Ronald Reagan Washington National (DCA).
Name:
Title:
Company:
Address:
City: State/Province: Zip: Country:
E-mail (required): Phone:
Assistant’s name: Assistant’s e-mail:
Your name as you would like it to appear on your badge:
Payment
c Visa c MasterCard c American Express c Company Check (enclosed)
Card number:
Exp. date:
Name on card:
Signature:
Credit card billing address (if different from above):
Street Address:
City: State/Province:
Zip: Country:
Your spouse or guest is welcome to join us for our meal functions. Will you be bringing a guest?
c Yes c No
If you are bringing a guest, please indicate his or her name here:
Please indicate dietary or any other preferences here:
4 WAYS TO REGISTER
1) ONLINE: www.irei.com/i3reg.html
2) CALL: (925) 244-0500, ext. 162
3) MAIL REGISTRATION FORM TO: Institutional Real Estate, Inc.Attention: I3 2009 Registration2274 Camino Ramon San Ramon, CA 94583
4) FAX REGISTRATION FORM TO: (925) 244-0520
How did you hear about the I3 conference?
c Email c Brochure c Postcard
c Colleague/Friend c Browsing the Web
If other please specify here:
TERMS AND CONDITIONS: Full payment is required in order to confirm registration. Payment by check must be made prior to November 3, 2009. Credit card payments are accepted at any time (Visa, MasterCard, American Express). Confirmation will be sent via e-mail upon receipt of payment. Please contact us to confirm your registration if you have not received a confirmation letter within two weeks of booking. Cancellation Policy: All refund requests must be made in writing to Institutional Real Estate, Inc. (IREI), directed via e-mail to Batul Dostmohammed at [email protected] or faxed to 925-244-0520. Cancellations received on/before September 30, 2009 are eligible for a full refund less a $350 processing fee. Cancellations received between October 1, 2009 and October 30, 2009 are eligible for a 50% refund. Cancellations received after October 30, 2009 are not eligible for a refund. If IREI decides to cancel this conference, IREI does not accept responsibility for airfare, hotel or other costs incurred by registrants.
Registration Form
November 30–December 2, 2009 • JW Marriott Hotel • Washington, D.C.
4TH ANNUAL