Investor
Emerging Markets Forum Global Summit Online 2021
18 - 21 October 2021,
Virtual Event, BST
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 attended in 2020
Fund/Asset Managers
Attended to network with emerging markets-focused international and developmental investors while discussing infrastructure opportunities across all emerging markets.
Investors
Attend 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
Attend 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
World-leading infrastructure managers that attended in 2020 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.
2021 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
Keynote speaker in 2020
Brunello Rosa
CEO & Head of Research
Rosa & Roubini Associates
2020 Speakers

Rahul Agarwal
Vice President, Invest India

Harsh Agrawal
Partner, I Squared Capital

François Bergere
Executive Director, LTIIA

Otavio Castello Branco
Founding Partner, Patria Investments

Dr. Hubert Danso
CEO & Chairman, Africa investor (Ai) Group

Thierry Deau
Founder and CEO, Meridiam

Raffaele Della Croce
Senior Economist, OECD

Martin Dirr
Head - C40 Cities Finance Facility, GIZ

Cheryl Edleson Hanway
Regional Head of Industry – Infrastructure and Natural Resources, IFC – International Finance Corporation

Hans-Peter Egler
Director, Sustainable Infrastructure / Technical Assistance, South Pole Group

Kim Fejfer
Managing Partner and CEO, A.P. Møller Capital

Prasad Gadkari
Executive Director and Chief Strategy Officer, NIIF

Omri Gainsburg
Director for Turkey & Eurasia, Meridiam

Raza Hasnani
Managing Director and Head of Infrastructure Investments, Africa50

Viktor Kats
Managing Partner, Augment Infrastructure Partners

Darius Lilaoonwala
Managing Partner, Augment Infrastructure Partners

Barry Lynch
Partner, Actis

Marie-Laure Mazaud
Chief Executive Officer, STOA Infra Energy

Renato Mazzola
Managing Partner and Global Head of Infrastructure and Private Equity, BTGPactual

Benn Mikula
Managing Partner and Co-CEO, Cordiant Capital

Mary Nicholson
Head of Responsible Investment, Macquarie Asset Management

Nadia Nikolova
Lead Portfolio Manager, AllianzGI

Brunello Rosa
CEO & Head of Research, Rosa & Roubini Associates

Pierre Sarrat
COO, Sustainable Infrastructure Foundation

Fuat Savas
Executive Director, Infrastructure Finance and Advisory - J.P. Morgan

Karim Selouane
CEO & Founder, RESALLIENCE (VINCI Group)

Katherine Stodulka
Director, Sustainable Finance, SYSTEMIQ

Sarvesh Suri
Director - Climate, Energy, Extractives, Financial & Capital Markets , MIGA

Jens Thomassen
Partner, A.P. Moller Capital

Virginie Vitiello
Environmental and Social Head, STOA Infra & Energy

Helmut Von Glasenapp
Secretary-General, European Long-Term Investors Association

Thomas Walenta
Senior Investment Officer, Asian Infrastructure Investment Bank (AIIB)

Jason Zhengrong Lu
Head of Global Infrastructure Facility, World Bank

Eugene Zhuchenko
Founder and Director, ETORE Advisory
Agenda
Emerging Markets Forum 2020 - Monday 12th
Introduction from Infrastructure Investor
Chairperson's opening remarks

Building together: Encouraging deeper collaboration between government, multilateral lenders and private capital
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






A European perspective on private investment in emerging infrastructure
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

Assessing ongoing political, regulatory & ESG issues in emerging jurisdictions
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
Comparing risk across developed and emerging markets: Does Brexit, nationalisation fears and rising global protectionism make EM a better place to do business?
Presentation
Speaker: Thierry Deau, Founder & CEO, Meridiam

Coffee & networking
Defining infrastructure beyond OECD: Are infrastructure-like assets the future?
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





Sustainable infrastructure in emerging markets: Are the greenest countries of the future those outside the OECD?
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

Keynote Presentation
Global macroeconomic and geo-strategic challenges and their implications for financial markets

Networking Lunch
How to leverage public money by increasing access to private finance? The smart city mission of the Government of India
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

Hans-Peter Egler
Director, Sustainable Infrastructure / Technical Assistance, South Pole Group
Read bioHow multilateral guarantees can help catalyse projects without a sovereign backstop
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
Coffee & networking
India - What can institutional investors expect in 2020 and beyond?
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

Power Generation – will solar and wind investments ever catch up with coal?
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
Addressing physical climate risks in investment models
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
Closing comments from the Chair
Keynote Speech
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

Emerald Gala Reception
2021 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