2019 Event Agenda

 

  • 08:00

    Delegate Registration & Networking Breakfast

  • 09:00

    Inframation News Welcome

  • 09:05

    Opening  Keynote Address: TBC

  • 09:25

    Panel Discussion: Overview of the Latin America Region - Analyzing Political Risk and Economic Landscape

    • What will be the impact of the elections and new governments across the region to the infrastructure projects? 
    • How do long-term investors factor in changes in government and policy into their strategies? 
    • What opportunities are there when there’s a change in government and how can companies position themselves to best take advantage? 
    • How developers and bankers calculate risk in sync with political cycles
  • 10:10

    Panel Discussion: Beyond Public PPAS

    • How do developers structure merchant-risk plants and mitigate against spot market risk and draw bank financing?  
    • What prospects are there for more government-led capacity auctions in the major markets?
    • What can the markets learn from Colombia’s experience with its PPA auction?
  • 10:55

    Morning Refreshment and Networking Break Sponsored By Black & Veatch

  • 11:10

    Panel Discussion: Assessing the Future of Privatization in Brazil

    • Which companies are benefiting from the privatizations? Is this having an impact on the diversity of investors in the market? 
    • What is the pricing of the assets and the funding? What is the impact of BNDES leaving its role as main funder of infra and energy?  
    • Has the Bolsonaro government continued the policies of the last administration and what new ideas do they have?  
    • What macroeconomic risks are there that could stall progress in Brazil?  
  • 11:55

    Panel Discussion: Developing and Investing in the Railway Sector

    • What important projects are in the pipeline for the rail subsector?  
    • How successful has the PPP model been for developing rail projects?  
    • Does rolling stock account for most of the financing opportunities or are there significant rail PPPs and concessions? 
  • 12:40

    Networking Lunch

  • 13:40

    Case Study / Fireside Chat: TBC

  • 14:10

    Panel Discussion: Chinese Investment in the Latin American Market

    • We have seen extensive Chinese M&A activity in power and renewables assets, especially in Brazil, Chile and Peru. Where else are Chinese companies looking?
    • Chinese companies often fail to win the competitive bidding processes they engage in for public, greenfield projects. Why? How can they improve their chances?  
    • What does it mean for the LatAm market and politics that state-backed Chinese companies have acquired so many projects? Where will those companies get financing from?  
  • 14:55

    Afternoon Refreshment and Networking Break Sponsored By Black & Veatch

  • 15:25

    Panel Discussion: Roads - Where are the Most Attractive Opportunities for Infrastructure Investors

    • Where are investors finding the best value and the highest performing assets across the region?  
    • How can developers finance projects in jurisdictions that typically struggle to attract private finance?
    • What other factors make a highway asset attractive to investors?  
    • Do countries like Argentina, Paraguay and Ecuador represent serious destinations for foreign capital given their poor credit ratings?
    • Are institutional investors comfortable taking traffic risk in the assets they acquire?
  • 16:10

    Panel Discussion: Developing the Telecom Sector

    • What new technologies are being adopted in Latin America and what infrastructure will be required to facilitate more connectivity?  
    • How are governments attempting to expand access to rural areas to avoid an internet apartheid between cosmopolitan city dwellers and those citizens who live in more isolated areas of the countryside?  
    • What is the best way for investors to value telecoms assets and how can they invest in the sector at different levels? How much capital is required for towers, fibre optics and data centres?  
    • What kind of partnerships have proven the most successful in Latin America and what returns have investors managed to realise through the disposal of their assets?
  • 16:55

    Close of Conference and Cocktail Reception Sponsored By Winston & Strawn