Infrastructure
Investor
Investor
Emerging Markets Forum Global Summit 2020
16 March 2020,
Hilton Hotel, Berlin
Encouraging growth and unlocking value through infrastructure development in emerging economies
Explore infrastructure opportunities across frontier and growth markets at the Emerging Markets Forum. As prices rise in developed markets, institutional and private investors increasingly search for value in emerging markets. Attend the only event bringing together emerging market specialists with investors keen to put capital to work outside OECD nations.
Who attends?
Fund/Asset Managers
To network with emerging markets-focused international and developmental investors while discussing infrastructure opportunities across all emerging markets.
Investors
To meet managers offering investment opportunities within emerging markets globally, network with other investors and the wider industry to sell assets and recycle capital.
Service Providers
To increase business opportunities and contacts with over 100 delegates coming together in one space.
Key themes for 2020
- Building together: encouraging deeper collaboration between government, multilateral lenders and private capital.
- Paying a premium: assessing ongoing political and regulatory risk issues across key emerging jurisdictions.
- Comparing risk across developed and emerging markets: does Brexit, nationalisation fears and rising global protectionism make emerging markets a better place to do business?.
- ‘One Belt One Road’ in 2020: where are the opportunities after five years of the initiative?
- Power generation: will solar and wind investments ever catch up with coal?
One Summit: Seven Forums
The Global Investor Forum is the largest global gathering of institutional and private capital devoted to infrastructure and the focal point of the Global Summit.
Hear from government on infrastructure policy across key global markets and the broader effect of politics and government on infrastructure.
The ESG & Sustainability Forum provides a place to showcase best practice and understand what good looks like from a sustainability perspective.
The Energy Transition Forum is the event to learn from and network with a truly international delegation focused on investment opportunities in renewables and the energy transition.
Your chance to hear from investors leading the digital revolution in infrastructure investment and keep up with opportunities in an increasingly important sub-asset class.
Analyse the benefits of differing investment structures, learn about landmark transactions and pinpoint new opportunities for yield.
World-leading infrastructure managers that attended last year include:
Testimonials
Lincoln Webb
Senior Vice President, BCI
If you are serious about infrastructure investing, Infrastructure Investor’s Global Summit should be a fixture in your calendar.
Stephane Wattez-Richard
Executive Director, Conquest AM
The Global Summit is the best event to meet peers, investors and keep up-to-date on the key challenges & opportunities the asset class faces today.
Holger Haaf
Uniper
To meet so many people in such a short time is not possible without the Summit.
Sponsorship opportunities
The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.
For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498
Harsh Agrawal
Partner, I Squared Capital
Harsh Agrawal is a Partner at I Squared Capital, focusing on the Firm’s infrastructure strategy in Asia. Harsh brings more than 18 years of financial services and investing experience. At I Squared Capital, Harsh led the formation of Cube Highways,… Read full bio
Rahul Agarwal
Vice President, Invest India
Rahul Agarwal has over a decade of experience in Infrastructure Financing policy & Corporate Strategy. Rahul Agarwal is the Vice President in Invest India, the Official Investment Promotion Agency of India. At Invest India, Rahul leads the teams… Read full bio
Deepali Bahl
Head of IFC Global Infrastructure Fund, IFC Asset Management Company
Deepali Bahl is a Principal Investment Officer with the International Finance Corporation’s Asset Management Company and has been the Head of the IFC Global Infrastructure Fund since March 2019. Prior to joining IFC in 2013, Deepali held various posi… Read full bio
Francois Bergere
Executive Director, LTIIA
François BERGERE, joined the Long Term Infrastructure Investors’ Association (LTIIA) as Executive Director in September 2018. Before that, he served in the World Bank from 2014 to 2018 as Program Manager for PPIAF (Public-Private Investment Advisory… Read full bio
Otavio Branco
Founding Partner, Patria Investments
Founding Partner at Patria responsible for Patria’s Infrastructure Division and a member of Patria’s Board and Executive Committee. Mr. Branco joined Patria in 2003, initially as Managing Partner responsible for the Advisory Group and later, in 2006,… Read full bio
Lance Crist
Global Head of Infrastructure Equity, International Finance Corporation
Lance Crist is Global Head of Equity for IFC’s Infrastructure group. Mr. Crist leads IFC’s strategy for equity and mezzanine investing in emerging markets across the energy, transport, water, municipal, telecoms and mining sectors. In addition to wor… Read full bio
Hubert Danso
Chief Executive Officer and Chairman, Africa Investor
Hubert is the Chief Executive Officer and Chairman of Africa investor (Ai) Group. He also serves as the Chairman of the CFA New York Society Global Asset Owners’ Advisory Council, the Chairman of the African Sovereign Wealth & Pension Fund Leader… Read full bio
Thierry Deau
Founder and CEO, Meridiam
Thierry Déau is Meridiam’s Chairman and Chief Executive Officer. He founded the firm in 2005. Prior to Meridiam, Thierry worked for France’s Caisse des Dépôts et Consignations where he held several positions with its engineering and development subsi… Read full bio
Raffaele Della Croce
Senior Economist, OECD
Raffaele Della Croce is a Senior Economist at the OECD, in charge of the G20/OECD Taskforce on Long-Term Financing and responsible for producing statistical research and analysis on sustainable finance, long term investment financing and connectivity… Read full bio
Martin Dirr
Head - C40 Cities Finance Facility, GIZ
Martin Dirr is a passionate urban professional, with vast experience of over 13 years in international development, mainly for the Deutsche Gesellschaft für International Zusammenarbeit GmbH (GIZ). In his current role, Martin is the GIZ project head… Read full bio
Cheryl Edleson Hanway
Regional Head of Industry – Infrastructure and Natural Resources, IFC – International Finance Corporation
Cheryl Edleson Hanway is Regional Industry Senior Manager for IFC’s Infrastructure and Natural Resources business in Europe and Central Asia. In this role, she manages a debt and equity investment portfolio of more than US$2.1 billion and oversees a… Read full bio
Hans-Peter Egler
Director Public Affairs, South Pole
Hans-Peter Egler is economist and has over 25 years of experience in international cooperation in the areas of trade, production, investment and infrastructure including environment and social issues. Thereby he has worked with businesses and financi… Read full bio
Kim Fejfer
Managing Partner & CEO, A.P. Møller Capital
Kim Fejfer is Managing Partner and CEO of A.P. Moller Capital – a private equity firm established in 2017. The purpose of A.P. Moller Capital is to develop infrastructure in growth markets to support sustainable economic growth while delivering attra… Read full bio
Prasad Gadkari
Head - Strategic Investment and Policy Advisory, NIIF
Prasad Gadkari heads the Strategic Investments and Policy Advisory Group at National Investment & Infrastructure Fund (NIIF). He has about 21 years’ infrastructure investing experience across private equity, principal investments, joint ventures,… Read full bio
Omri Gainsburg
Director for Turkey & Eurasia, Meridiam
Omri is Meridiam's Director for Turkey and Eurasia and heads its Istanbul office. Since joining Meridiam in 2010, Omri has spearheaded Meridiam’s expansion into emerging countries in Latin America, East Africa, and most recently in the Middle East an… Read full bio
Raza Hasnani
Head of Infrastructure Investment, Africa50
Raza Hasnani has over twenty-three years of infrastructure, private equity, impact and climate-change linked investing experience in Africa, Asia and the Americas. He leads the infrastructure investments business at Africa50 (a $850 million investmen… Read full bio
Viktor Kats
Founding Partner, Augment Infrastructure Partners
Viktor is a Founding Partner of Augment Infrastructure Partners, which he co-founded together with Darius Lilaoonwala, following a successful career of investing in infrastructure in emerging markets globally. Prior to founding Augment, Viktor was co… Read full bio
Darius Lilaoonwala
Founding Partner, Augment Infrastructure Partners
Darius is a Founding Partner of Augment Infrastructure Partners, which he co-founded together with Viktor Kats, following a successful career of investing in infrastructure in emerging markets globally. Prior to founding Augment, Darius was co-head o… Read full bio
Barry Lynch
Partner, Actis
Barry joined Actis in 2016 as Head of Energy Operations and works across all energy and infrastructure deals. Prior to Actis he spent 8 years with Mainstream Renewable Power as Managing Director of Procurement, Construction and Operations with respon… Read full bio
Marie-Laure Mazaud
Deputy Chief Executive Officer, STOA
Marie-Laure Mazaud is Deputy Chief Executive Officer of STOA, the investment arm set up by Caisse des Dépôts (CDC) and the Agence française de Développement (AFD) in November 2017, in charge of investing equity and quasi equity in infrastructure and… Read full bio
Renato Mazzola
Managing Partner and Global Head of Infrastructure and Private Equity, BTGPactual
Renato is a Managing Partner of BTG Pactual and Global head of BTG Pactual Infrastructure, Private Equity and Venture Capital divisions. Renato joined BTG Pactual in June 2011 and has more than twenty years of experience in the investment industry. R… Read full bio
Benn Mikula
Managing Partner and Co-CEO, Cordiant Capital
Benn Mikula has been Managing Partner and Head of Investments at Cordiant Capital since the partner group purchased the firm from Ontario Teachers’ Pension Plan in 2015. Prior to Cordiant he has held roles including Managing Director & Head of Eu… Read full bio
Nadia Nikolova
Director - Alternative Investments, Allianz Global Investors
Nadia Nikolova is a portfolio manager with AllianzGI Alternative Investments team focusing on the European investments in the infrastructure space. Nadia has over ten years of experience across various credit roles both on the advisory and buy side.… Read full bio
Brunello Rosa
CEO & Head of Research, Rosa & Roubini Associates
Brunello Rosa is CEO and Head of Research at Rosa & Rubini Associates. He is a (short-term) visiting professor at the Department of Social and Political Sciences of Bocconi University and a visiting lecturer at the Department of International Pol… Read full bio
Carlos Sanchez
Director, Climate Resilience Finance - Willis Towers Watson
Carlos Sanchez is Climate Resilience Finance Director for the Capital, Science & Policy Practice at Willis Towers Watson. His work focuses on the promotion of investment solutions aimed at fostering a more efficient allocation of capital for the prot… Read full bio
Pierre Sarrat
COO, Sustainable Infrastructure Foundation
Pierre Sarrat is a qualified Civil Engineer and experienced Project Director in transportation and infrastructure planning, with a proven track record of delivery in emerging market environments. He has more than 10 years of experience, spanning defi… Read full bio
Fuat Savas
Executive Director, Infrastructure Finance and Advisory - J.P. Morgan
Fuat Savas is an Executive Director in J.P. Morgan’s Infrastructure Finance and Advisory team, covering emerging markets. As a part of this role, Fuat works on senior and junior debt financings, mergers and acquisitions, equity capital raises and der… Read full bio
Karim Selouane
CEO & Founder, RESALLIENCE (VINCI Group)
Karim SELOUANE has over 15 years of experience spanning both industry, academia, and support to policy makers regarding strategies for the management of climate risks to territories, cities and projects. He is the head of resilience and climate chang… Read full bio
Katherine Stodulka
Director, Sustainable Finance, SYSTEMIQ
Katherine joined system-change investments and advisory firm SYSTEMIQ in 2016. She leads the “Blended Finance Taskforce” – a global coalition of leaders which helps mobilize capital for climate action, sustainable infrastructure and nature-based solu… Read full bio
Sarvesh Suri
Director Operations , MIGA
Sarvesh Suri is Director for Operations at the Multilateral Investment Guarantee Agency (MIGA), the political risk insurance and credit enhancement arm of the World Bank Group. He is responsible for leading MIGA's operations team and growing the guar… Read full bio
Jens Thomassen
Partner, A.P. Møller Capital
Jens Thomassen brings over 20 years of principal investment and business development experience in the energy sector in industry and private equity. Jens joined A.P. Moller Capital from a leading energy focused private equity firm focusing on emergin… Read full bio
Helmut Von Glasenapp
Secretary-General, European Long-Term Investors Association
After an apprenticeship in banking Helmut (born 1962) studied business administration in Germany. He gained his first business experience with reuhandanstalt, the former privatisation agency in the eastern part of Germany. 1993 he joined KfW in the B… Read full bio
Virginie Vitiello
Environmental and Social Head, STOA Infra & Energy
Virginie Vitiello is the Environmental and Social Head of STOA, the investment company set up two years ago by CDC and AFD, to invest in equity and quasi-equity in infrastructure and energy projects in emerging and developing countries. At STOA, Virg… Read full bio
Thomas Walenta
Senior Investment Officer, Asian Infrastructure Investment Bank (AIIB)
Thomas is Senior Investment Officer at the Asian Infrastructure Investment Bank (AIIB), a multilateral financial institution with a mission to improve social and economic outcomes in Asia by investing in sustainable infrastructure and other productiv… Read full bio
Jason Zhengrong Lu
Head of Global Infrastructure Facility, World Bank
Jason Z. Lu joined the GIF as Lead Infrastructure Finance Specialist after ten years of working at the Multilateral Investment Guarantee Agency (MIGA) of The World Bank Group. While at MIGA, Jason worked on a broad range of complex energy and infrast… Read full bio
Eugene Zhuchenko
Managing Director, ETORE Advisory
Eugene Zhuchenko has 20 years of infrastructure experience. Prior to founding ETORE Advisory, he was the CEO of Long Term Infrastructure Investors Association, managed an infrastructure portfolio at APG Asset Management, led M&A projects at APM T… Read full bio
View agenda page
Agenda
Day 1 - Monday 16th
Emerging Markets Forum 2020
08:45 - 08:50
Introduction from Infrastructure Investor
08:50 - 09:00
Chairperson's opening remarks
Nadia Nikolova
09:00 - 09:40
Building together: Encouraging deeper collaboration between government, multilateral lenders and private capital
Nadia Nikolova,
Hubert Danso,
Omri Gainsburg,
Barry Lynch,
Fuat Savas,
Jason Zhengrong Lu
Opening panel session
- Developing the right models for funding and financing projects in emerging jurisdictions
- Getting national development banks more involved in greenfield projects
- How the choice of procurement model impacts delivery
Moderator: Nadia Nikolova, Director – Alternative Investments, Allianz Global Investors
09:40 - 10:00
A European perspective on private investment in emerging infrastructure
Helmut Von Glasenapp
Presentation
- Past European experience with emerging markets
- The approach of public promotional investors -> ‘crowding-in’ private investors and investing in situations with market failure
- EU responsibilities and interests in emerging markets South and East of Europe –the Balkans, Maghreb and North Africa
Speaker: Helmut von Glasenapp, Secretary-General, European Long-Term Investors Association
10:00 - 10:40
Assessing ongoing political, regulatory & ESG issues in emerging jurisdictions
Francois Bergere,
Deepali Bahl,
Otavio Branco,
Kim Fejfer,
Marie-Laure Mazaud
Panel Session
- Has the regulatory risk perception between OECD and emerging markets changed in the wake of recent political shifts in the UK and the US?
- The safest and riskiest sectors from a regulatory and political risk perspective
- How to start a dialogue with regulators
Moderator: Francois Bergere, Executive Director, LTIIA
10:40 - 11:00
Comparing risk across developed and emerging markets: Does Brexit, nationalisation fears and rising global protectionism make EM a better place to do business?
Thierry Deau
Presentation
Speaker: Thierry Deau, Founder & CEO, Meridiam
11:00 - 11:30
Coffee & networking
Emerging Markets Forum 2020
11:30 - 12:15
Defining infrastructure beyond OECD: Are infrastructure-like assets the future?
Viktor Kats,
Harsh Agrawal,
Lance Crist,
Raza Hasnani,
Benn Mikula,
Thomas Walenta
Panel Session
- Is technology changing the definition of infrastructure in emerging jurisdictions?
- How energy efficiency, natural infrastructure, IAAS and shared services are gaining a foothold
- Are private investors paying attention and how will technology affect their investment approach?
Moderator: Viktor Kats, Founding Partner, Augment Infrastructure Partners
12:15 - 12:30
Sustainable infrastructure in emerging markets: Are the greenest countries of the future those outside the OECD?
Martin Dirr
Case Study
Sustainable infrastructure in emerging markets: Are the greenest countries of the future those outside the OECD?
- Electric buses in emerging markets: Political lighthouse projects or the future of urban mobility?
- Business models for solar PV across high growth and emerging markets
- Development of infrastructure projects: Reaching the bankability stage
12:30 - 13:00
Keynote Presentation
Brunello Rosa
Global macroeconomic and geo-strategic challenges and their implications for financial markets
13:00 - 14:00
Networking Lunch
Emerging Markets Forum 2020
14:00 - 14:45
How to leverage public money by increasing access to private finance? The smart city mission of the Government of India
Hans-Peter Egler
Panel Session
- Examining the development of climate-resilient projects on PPP basis?
- Business opportunities for the different types of investors
- Case study: CapaCITIES Program
Moderator: Hans-Peter Egler, Director, Public Affairs, South Pole Group
14:45 - 15:00
How multilateral guarantees can help catalyse projects without a sovereign backstop
Sarvesh Suri,
Cheryl Edleson Hanway
Presentation
- Explaining MIGA & the IFC’s capacity to provide comfort to investors in EM projects
- Getting large scale private sector projects in emerging markets off the ground
- Outlining opportunities for private capital involvement
15:00 - 15:30
Coffee & networking
Emerging Markets Forum 2020
15:30 - 15:45
India - What can institutional investors expect in 2020 and beyond?
Prasad Gadkari
Presentation
- Why India is starting to see greater deal flow and investment
- Getting national promotional banks (NPBs) more involved
- Investible opportunities in brownfield infrastructure assets
15:45 - 16:25
Power Generation – will solar and wind investments ever catch up with coal?
Darius Lilaoonwala ,
Rahul Agarwal,
Jens Thomassen
Panel session
- Has solar quietly become the cheap energy du jour?
- Assessing the prospects for wind and solar projects in key markets
- Can the digital revolution be repeated in solar power and storage?
Moderator: Darius Lilaoonwala, Founding Partner, Augment Infrastructure Partners
16:25 - 17:05
Addressing physical climate risks in investment models
Carlos Sanchez,
Karim Selouane,
Virginie Vitiello
Panel Session
- Dealing with the impact of events like rising temperatures and widespread fires on infrastructure assets
- Building resilience into existing assets
- Should rating agency cost of capital better reward these risks?
Moderator: Carlos Sanchez, Director – Climate Resilience Finance, Willis Towers Watson
17:05 - 17:15
Closing comments from the Chair
17:15 - 18:00
Keynote Speech
Ben Hammersley
Back by popular demand, futurist Ben Hammersley will explain how to prepare for the digital future. Hear one of the world’s leading thinkers explain how the information revolution affects infrastructure assets around the world.
Ben Hammersley, Editor-at-Large, Wired
Followed by Q&A with the audience
18:00 - 19:00
Emerald Gala Reception
Sponsorship Opportunities
The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.
For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498