8th annual

27-28 November 2013 Hilton Tower Bridge, London, UK

Investment and development opportunities for the European infrastructure community

Sponsored by

Media partners

Book now to get the best rate www.terrapinn.com/infrastructureeu

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An event to engage
Now in its 8th year, Infrastructure Investment World Europe is the annual meeting place for the entire value chain of Europes Infrastructure investment community. This year the focus is on examining market trends, the impact of regulatory intervention, portfolio construction and new investment opportunities. The conference will be discussing both equity and debt alternatives and offering you the opportunity to learn from infrastructure investment experts and major European investors looking to allocate to infrastructure.

Book early for the best rates.

Visit our website www.terrapinn.com/ infrastructureeu
Use the event app to pre-qualify your onsite business meetings Explore the latest solutions and services offered

reasons to attend
1 2 3 4 5 6 7 8 9 10
Meet qualied investors in an intimate setting through interactive roundtable sessions and one on one networking opportunities Understand how and why investors make their allocation decisions in order to increase your own competitive advantage Discover how investors are overcoming regulatory barriers to investing in Europe Learn how to construct your portfolio effectively and learn from failures and success stories Discover how infrastructure debt has evolved and let Allianz, BlackRock, Aviva Investors and Mercer educate you on updates, opportunities and lessons learned Identify new opportunities in emerging markets and turn them into viable investments

Industry thought leaders provide their expertise and opinions

Learning by doing Join our portfolio building workshop Intimate but interactive hosted roundtables enable specic, outcome focused discussion and experience exchange

Premium Sessions
Keynotes

Roundtables

Conference Floor

Exhibition Floor
Main Conference Floor

Fishbowl Panel

Keynotes Interviews

Hear how institutional investors are changing the way equity is funding deals and how this affects your own role Identify viable opportunities in the renewable energy sector Compare and contrast global PPP investment opportunities Hear EDF, the Dinu Patriciu Eurasia Center and DONG Energy explain how they overcame challenges and identied opportunities in the energy market
Nowhere to hide: Join a heated, personal debate as panellists face each other and the audience Unconventional case studies you want to hear from Learn from top industry keynote interviews

Case Studies

Infrastructure Investment World

121 meetings

DAY 1
08.30

Wednesday 27th November 2013

Registration and networking

14:30

INFRASTRUCTURE DEBT ALTERNATIVES

Panel Discussion: News from the market An outlook from different parts of the capital structure
Chairmans Opening Address Jeffrey Altman, Senior Infrastructure Executive, Independent 09.00 Philippe Benaroya, Managing Director Infrastructure Debt, BlackRock Deborah Zurkow, CIO & Head of Infrastructure Debt, Allianz Global Investors

09:15

NEW MARKET TRENDS AND OPPORTUNITIES

Laurence Monnier, Fund Manager, Infrastructure & Renewable Energy, Aviva Investors Toby Buscombe, Principal, Senior Infrastructure Specialist, Mercer

Keynote Panel: Staying ahead of the game How the arrival of institutional investors changes the way equity is funding deals. Or does it?
Mathias Burghardt, Head of Infrastructure and Senior MD, AXA Private Equity Mark Crosbie, Managing Partner, Antin Infrastructure Partners

Interview: Infrastructure debt 12 months on Exploring the risks & rewards and identifying new opportunities in infrastructure Severin Hiller, Investment Director, Hadrians Wall Capital

Gautier Chatelus, CIO, CDC Infrastructure

Rob Horsnall, Investment Manager, Universities Superannuation Scheme Ltd

15:10

15:30

Afternoon Refreshments

CONSTRUCTING YOUR PORTFOLIO EFFECTIVELY

09:45 10:05

Interview: Inating assets: Are we heading towards a bubble?

16:10

Speed Networking

Afternoon breakout sessions: Choose your session

The realities and rewards of operational improvements Markus Hottenrott, Managing Director, Chief Investment Ofcer, Morgan Stanley Infrastructure

10:30

Audience roundtable debates

Is there a growing appetite for listed vs. unlisted products? Werner von Guionneau, Chief Executive, InfraRed Capital Partners

Portfolio building, construction risk and regional focus

Workshop: How to build your portfolio from a risk assessment perspective Amarik Ubhi, Senior Investment Consultant, Mercer

11:00

Morning Refreshments

Listed vs. unlisted

REGULATORY RISK & LESSONS LEARNED

How to best invest in infrastructure Lessons learned from Australian and Canadian pension funds Georg Inderst, Independent Adviser, Inderst advisory
Portfolio roles

What portfolio roles should infrastructure investment perform for investors? Reyno Norval, Associate, Altius Associates

Conrmed Participants: Jan-Willem Ruisbroek, Senior Portfolio Manager, Infrastructure, APG Asset Management Is Northern Europe still an attractive place for investments in terms of risk adjusted returns Mathias Burghardt, Head of Infrastructure and Senior MD, AXA Private Equity Entering infrastructure debt through the secondary market An effective investment strategy? Allen Twyning, CFA, Investment Manager, Pension Insurance Corporation

12:00

Evaluating the impacts that regulatory intervention and political uncertainty have on the ability to invest in Europe Choose your session
Success, failure and lessons learned when dealing with infrastructure debt Georg Grodzki, Head of Credit Research, Legal and General IM

12:15

Investor Roundtable Discussion

Investors' readiness to invest in industries which have seen regulatory intervention and opinions on cases such as Gassled

Interview
Identifying upcoming changes to Water UK and whether those changes help or hinder capital involvement in water

Infrastructure debt lessons

17:10

Chairmans Closing Remarks

17:15

Gautier Chatelus, CIO, CDC Infrastructure

John Hargreaves, Director, Indepen Limited

Infrastructure Investment Games Night The Infrastructure race is on Who will come out at the top?

12:55

Networking lunch

Including a development showcase: Telecom Infrastructure Development & Expansion Fund: Turning "on" the lights in the Emerging World Ana-Maria Pruteanu, CEO, Powerstorm Capital Corporation

Stay up to date with new speakers and topics www.terrapinn.com/infrastructureeu

DAY 2
09.00

Thursday 28th November 2013

14:00 Chairpersons Opening Address Deborah Zurkow, CIO & Head of Infrastructure Debt, Allianz Global Investors

MONITORING ENERGY INVESTMENTS

Breakout sessions: Opportunities and challenges in the energy market Choose your session
Room A: Sector specic challenges
Overcoming the challenge of low liquidity in the energy market Ronan Lory, Finance Director, Energy Sourcing and Customer Supply, EDF Energy Taking a look at global market changes and how these will affect Europe David Koranyi, Deputy Director, Dinu Patriciu Eurasia Center What lessons have been learned from cases like Solar Spain are investors able to withstand a shock? Toby Buscombe, Principal, Senior Infrastructure Specialist, Mercer
Renewable energy opportunities

09:10

IN THE PIPELINE - PUBLIC PRIVATE PARTNERSHIPS

Room B: Investment opportunities

Fishbowl Panel: Uncovering the facts about PPP Are these projects always as low risk as claimed?
Gwenola Chambon, Head of Infrastructure PPP Funds, Mirova Jan-Willem Ruisbroek, Senior Portfolio Manager, Infrastructure, APG Asset Management

Interview: Offshore wind A viable investment opportunity? DONG Energy

09:50 10:50

Morning Refreshments PPP in practice - Choose your session

PPP in the UK

PPP in other parts of Europe

PPP outside Europe

Roundtable Renewable Energy: Are the biggest and best opportunities gone already? Guy Auger, CEO, Greensolver

15:10

Afternoon Refreshments

UK

Europe

Outside
Europe

INFRASTRUCTURE INVESTMENT IN 2014 AND BEYOND

15:50

Case Studies, Roundtables and experience exchange on the topic of PPP in the UK for various sectors (Transport, Health, Energy, Education) Leader tbc Roundtable participants conrmed: Allen Twyning, CFA, Investment Manager, Pension Insurance Corporation

Case Studies, Roundtables and experience exchange on the topic of PPP in other parts of Europe for various sectors (Transport, Health, Energy, Education) Lead by: Jonas Kimontas, Chief Project Manager, PPP, Infrastructure Investment, Invest Lithuania

Case Studies, Roundtables and experience exchange on the topic of PPP outside Europe for various sectors (Transport, Health, Energy, Education) Leader tbc

Roundtable discussions

Reviewing the experience of funds

Investigating what the future will hold for 10 year funds Success, challenges encountered and lessons learned

Emerging market opportunities

Will low returns and negative regulatory results drive investors to reconsider opportunities in emerging markets? How can these be turned into viable options?

10 year funds

Emerging markets

Kit van Gestel, PPP Advisor, Flemish PPP Knowledge Centre

Duncan Hale, Head of Infrastructure Research, Towers Watson

Douglas Bennet, Deputy Head, Frontier Markets Fund Managers/GuarantCo

Damir Novakovic, Development Secondee, European PPP Expertise Centre, European Investment Bank

16:20 16:25

Chairpersons Closing Remarks End of conference

Issues and structures in closing infrastructure funds, including negotiations Michael Halford, Head of Investment Funds UK, King & Wood Mallesons SJ Berwin

12:00

Stay up to date with new speakers and topics www.terrapinn.com/infrastructureeu

12:30

Networking lunch

KEY SPEAKERS

Deborah has amounted considerable experience and knowledge of new business efforts in infrastructure, including transportation, utilities and PPP/PFI as CEO of Trinium Advisors Limited and transactions including European local government nancings as Director of MBIA UK Insurance Limited and President of MBIA Assurances S.A. Her team has been working together for eight years, conducting in-depth analysis of the infrastructure debt market and participating in infrastructure projects across Europe. Be able to make fully informed decisions with Deborah providing in-depth insights on infrastructure debt alternatives and market evolution.
Deborah Zurkow CIO & Head of Infrastructure Debt Allianz Global Investors Georg Inderst, Independent Adviser Inderst advisory

Georg Inderst is an independent adviser to pension funds, institutional investors and international organizations. Previously he was a Professional Trustee and Director of Law Debenture Pension Trust Corporation in London, a Director of F&C Investment Management where he headed the Global Asset Allocation and Fixed Interest teams. Georg is frequently asked to speak and write about institutional investment topics and we are honoured to have Georg give insights on how to best invest in infrastructure taking into account lessons learned from Australian and Canadian pension funds based on his paper published in July 2013.

Amarik is a Senior Associate within Manager Research, a unit within Mercer's Investments business. Based in London, he is part of the Alternatives Boutique where he is involved in Mercer's research of infrastructure investments globally, and covers managers based in Europe. In this role, Amarik produces research materials and intellectual capital on the asset class, serves on Mercer's Infrastructure Ratings Review Committee and advises institutional investors on manager selection, portfolio construction and implementation of such investments. Learn how and what to include in your portfolio by attending Amariks portfolio building workshop in the afternoon of Day 1.
Amarik Ubhi Senior Investment Consultant Mercer Werner von Guionneau Chief Executive InfraRed Capital Partners

Werner joined Charterhouse (which subsequently became InfraRed) in 1995 having previously held roles in Property Investment, Corporate Finance and Private Equity in the U.S. and Germany. As Joint Chief Executive of Charterhouse Bank, Werner, together with many of the current senior InfraRed team members, restructured the Bank into a private equity investment business focusing on infrastructure and real estate. Since then, he has focused on developing strategy and driving the evolution and growth of the business, and has been closely involved in selecting and monitoring investments. Explore whether you should be focusing on listed or unlisted products as Werner is leading one of our interactive experience exchange roundtables focused on this topic.

KEY SPEAKERS

Duncan joined Watson Wyatt in 2001 in the Sydney ofce, before being seconded to the United Kingdom business is 2005. He advises clients on all aspects of their infrastructure programme, including setting a strategy that best ts with the clients goals, the selection of manager to populate strategies and the monitoring of individual managers and infrastructure portfolios, while he is also responsible for the management of the research process for the asset class. Being a regular contributor to the press with regards to issues involving the infrastructure asset class, Duncan is highly qualied to take you through the experience of funds and work out what the future holds for them.
Duncan Hale Head of Infrastructure Research Towers Watson Jan-Willem Ruisbroek Senior Portfolio Manager, Infrastructure APG Asset Management

Jan-Willem is responsible for sourcing, developing and monitoring private equity investments in infrastructure funds and direct infrastructure projects such as roads, ports, airports, energy, gas, and communication networks. Uncover the real facts about PPP and hear Jan-Willems opinion on whether they are always as low risk as claimed, to make a well informed decision.

Mathias joined AXA Group in 2005 to set up and head its Infrastructure investment business. Prior to this, he was Head of HSBC Advisory and Project Financing activities in France. Over his 20 years experience in the infrastructure sector, he has developed an extensive relationship network with European infrastructure strategic and nancial sponsors as well as public authorities and regulators. Figure out whether you should still invest in Northern Europe at Mathias roundtable focused on whether this region is still an attractive place for investments.

Laurence is responsible for managing the infrastructure debt funds within Aviva Investors infrastructure fund management business. Prior to joining Aviva Investors, she was Head of Credit Infrastructure and the Public Sector at Depfa where she was responsible for the management of over 20 billion of infrastructure loan assets. Identify whether infrastructure debt could be for you, when Laurence uses over 20 years of experience in infrastructure and energy nance to showcase how far infrastructure debt has come and the way forward.

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

Laurence Monnier Fund Manager, Infrastructure & Renewable Energy Aviva Investors

Already conrmed to attend

HHS Invest AP Fonden 4 BAE Systems Pensionfund Blue Sky Group Allianz Global Investors Greensolver Mirova APG Asset Management Universities Superannuation Scheme Limited Mercer Legal and General IM Powerstorm Capital Corporation Morgan Stanley Infrastructure King & Wood Mallesons SJ Berwin Dinu Patriciu Eurasia Center Inderst advisory Towers Watson EDF Energy Altius Associates CDC Infrastructure Aviva Investors AXA Private Equity Pension Insurance Corporation BlackRock DONG Energy Flemish PPP Knowledge Centre Antin Infrastructure Partners Frontier Markets Fund Managers/ GuarantCo InfraRed Capital Partners Invest Lithuania Indepen Limited A&O Services BV European PPP Expertise Centre, European Investment Bank

Sponsor now
Your opportunity
Meet LPs looking to allocate to European Infrastructure Meet investors looking for advisory partners Raise your prole and position yourself as a leader Find joint venture opportunities Generate leads Close deals Increase market share

Why sponsor?
Meet pre-qualied partners Have pre-arranged 1-2-1 business meetings with infrastructure investors Share your latest research and offerings with the investor community Showcase thought leadership and expertise in your particular eld Spread your marketing content to the entire infrastructure investment community Join investors in interactive and personal roundtable discussions helping you tailor your offering Raise awareness for your brand and company prole Promote new services to pre-qualied investors Generate new business leads

Who you will meet

Pension Funds Family Ofces Insurance Companies Sovereign Wealth Funds Asset Managers Infrastructure Funds Fund Managers Fund of Funds Private Equity Funds Consultants Law Firms Regulators Operators Developers

Who should sponsor

Investment Banks Infrastructure Funds Fund Managers Fund of Funds Private Equity Funds Consultants Law Firms

Current sponsors and exhibitors

Limited sponsorship opportunities are still available

To secure your place call +44 (0) 207 092 1233 or email eva.smit@terrapinn.com

Its a networking event

nfrastructure Investment World Europe is no average conference. We recognise the importance of networking and offer an experience which allows you to do just that. From our mobile app to networking manager to peer-topeer partnering, we ensure that you get the very most from your time on site. Plus, with our interactive roundtables, speed networking and drinks reception, you are sure to have an enjoyable and memorable experience.

Peer-2-Peer
Meet face-to-face with Europes leading infrastructure investors in our conference, roundtable and networking forums

Infrastructure Investment Games Night Download our networking app

Download our networking app to get organised and get in touch with all attendees before the event. Use the Total Asset portal to Plan your sessions Build a personalised agenda Identify exhibitors to visit Set up onsite meetings with key executives. Network with other attendees Keep all your messages, appointments and favourites at your ngertips and continue networking whilst youre there. You can still use the networking tool within the app for a full year after the event so you can follow up with anybody youve missed months down the line.

The Infrastructure race is on Who will come out at the top? Join us at the exclusive Infrastructure Investment Games Night where you can compete in scalectrix, table foosball, pingpong and many more whilst enjoying drinks with your peers and potential business partners in a relaxed and fun atmosphere.

Rank

Name

Points

Your Networking Manager

To help maximise your investment in our event, top sponsors will have the opportunity to benet from a dedicated Networking Manager who will assist with those vital introductions onsite. Your Network Manager will personally call qualied prospects on your behalf to help arrange 1-2-1 meetings for when your team arrive. Lucy Bradley

Reserve your place today

The earlier you book the more youll save. Its really easy to register online. And our online calculator will ensure you take advantage of the best deal. Go to and register www.terrapinn.com/infrastructureeu

Register now and get the offer price on your phone Scan this QR pattern with the camera on your smartphone and register with a discount code BD13 at the special offer price. Dont have a QR reader app? You can download one for free from App Store. Dont have a smartphone? You can also register and get the offer on our website www.terrapinn.com/infrastructureeu

Delegate booking Package Price

2 Day conference 27-28 November 2013

2415 + VAT 483 = 2898

BOOK NOW
Go to www.terrapinn.com/ infrastructureeu and register with a special discount code BD13 Or call +44 (0) 207 242 2324

Theres so much great content, you cant possibly cover it all alone! There are special group packages available call +44(0) 207 242 2324 for more details or go to www.terrapinn.com/infrastructureeu

BRING YOUR TEAM