Infrastructure
Investor
Investor
Hong Kong Summit Asia Forum 2019
Wilson Chung
Principal, Digital Colony
Asian infrastructure investment's #1 meeting place
The flagship Forum of the Hong Kong Summit, the 7th annual Asia Forum is a must-attend if you are investing in Asian infrastructure or fundraising for global funds from the region’s behemoth LPs.
As regional opportunities see a majority of infrastructure investors growing their regional teams in Asia-Pacific, there has never been a better time than the Asia Forum to demonstrate your unique value-add capabilities and connect with the most influential institutional investors, fund and asset managers, developers, advisors and strategic partners all in one place.
Join more than 300 decision-makers in attendance who year-on-year determine the agenda for Asian infrastructure growth and outbound capital flows from the region’s largest LPs. The 2019 event will be where the future of the asset class’ most promising region for double-figure returns is decided.
The Asia Forum is the cornerstone event of the Hong Kong Summit
3 distinct Forums to enhance your investment and fundraising strategies
Featured speakers
View the topics and speakers leading the conversation
Agenda
For any enquiries, please contact Andrew Wolff at andrew.w@peimedia.com.
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Agenda
Asia Forum - Wednesday 13th
Day 1
08:00 - 08:50
Registration and coffee
08:50 - 09:00
PEI welcome and chairman’s opening remarks
09:00 - 09:50
Keynote Panel: The Asian investment opportunity
Lubomir Varbanov,
Luca Tonello,
Chris Heathcote,
Dhanpal Jhaveri,
John Jackman
- The Asian infrastructure value proposition – why do GPs find Asia attractive?
- A tale of two Asia’s? Investing in developed vs developing markets
- Regulatory and political risk considerations compared to investing in OECD markets
09:50 - 10:20
Keynote Presentation: : Imagination to Infrastructure
Boe Pahari
10:20 - 10:50
LP Keynote Interview
Eng Seng Ang,
Eduard Fernández
10:50 - 11:20
Networking Coffee Break
11:20 - 11:50
Presentation: Investing in Offshore Wind
Georg Obert
11:50 - 12:35
Panel: Finding value in Mid-Market Infrastructure
Damian Stanley ,
Melannie Pyzik,
Tani Burge,
Jingjing Bai
- How do you define the mid-market and understanding different GPs approaches to the sector?
- Dealflow – which areas will be more prevalent over the next 12 months?
- How competitive is the mid-market becoming?
Damian Stanley
Partner, Head of Asia Infrastructure Equity and Head of Global Airports Group, AMP Capital
Read bio
12:35 - 13:35
Networking Lunch
13:35 - 14:05
Keynote Interview: Building for Tomorrow: Infrastructure Investment in Emerging Markets
Jim Yong Kim,
Daniel Kemp
14:05 - 14:50
Panel: The emergence of digital infrastructure as a key subsector
Abu Bakar Chowdhury,
Wilson Chung,
Marc Ganzi,
Lachmi-Niwas (LN) Sadani
- How does digital fit into the infrastructure investment portfolio?
- Understanding the investment landscape: from fibres to data centres
- The risk return profile of digital infra compared to other infrastructure sectors
14:50 - 15:35
Panel: The rise of direct investment in Asia
Bruce Crane,
Hans-Martin Aerts,
Sandiren Curthan,
John Faye
- What is driving larger LPs from the West to open local offices?
- Where are direct LPs investing in the region?
- Lessons learnt – what have been the challenges for direct investors entering the market?
Hans-Martin Aerts
Managing Director and Head of Infrastructure Investments, Asia Pacific | APG Asset Management Asia
Read bio
15:35 - 16:15
Networking Coffee Break
16:15 - 17:00
Roundtables
Sandiren Curthan,
Chris Heathcote,
Steven Hong,
Lieven Jacquemyn,
Joanne Lee,
Chris Torrens
Spotlight on:
Roundtable 1: Renewables
Roundtable 2: ESG
Roundtable 3: PPPs
Roundtable 4: Asset Management
Roundtable 6: Climate Finance
Roundtable 7: Belt and Road
Roundtable 8: Regulation
17:00 - 18:00
Close of Day One Followed by Cocktail Reception
Agenda
Asia Forum - Thursday 14th
Day 2
08:00 - 08:45
LP Breakfast Briefing (Invitation Only)
08:30 - 09:00
Registration and coffee
09:00 - 09:10
PEI welcome and chairman’s opening remarks
James Wardlaw
09:10 - 09:55
Day 2 Keynote Panel: Building a successful investment portfolio in India
Rahul Agarwal,
Pushkar Kulkarni,
Projesh Banerjea,
Chandra Reddy,
Sharat Goyal
- What are the best strategies to deploy when investing in Indian assets?
- What is the role that private capital can play in India?
- What are the main risks when investing in India projects? How can investors safeguard against the risks posed?
Pushkar Kulkarni
Managing Director Infrastructure and Sustainable Energies, CPP Investments
Read bio
09:55 - 10:40
The role of ESG and diversity in infrastructure investing
Vicki Rigg,
Debra Tan,
Daniel Kemp,
Joanne Lee,
Gwen Colin
- What business factors can ESG activity have a positive impact on?
- Dispelling the myths associated with ESG implementation
- Why diversity matters when selecting a manager
10:40 - 11:10
Presentation: - The Greater Bay Area: world-class infrastructure or unrealised potential?
Ben Simpfendorfer
11:10 - 11:30
Networking Coffee Break
11:30 - 11:45
Presentation: Investor sentiment from Infrastructure Investor’s LP Perspectives Study
Nicole Douglas
Infrastructure Investor’s Research & Analytics team surveyed 150 LPs to capture investor sentiment on asset allocation, relationships with GPs, and performance predictions. Investors range from established players with diverse fund portfolios, to those planning to make their first alternatives commitments in 2020.
- Overview of the 2019 fundraising landscape
- Investor sentiment towards infrastructure strategies
- Factors that will impact infra performance for the year ahead
- Appetite for co-investment, the role of due diligence, ESG, other macroeconomic factors
11:45 - 12:35
Panel: Understanding the APAC LP
Jake Lee,
Dennis Chan,
Nicole Connolly,
Nicole Douglas
- What’s driving APAC LP investment into infrastructure?
- Understanding the diverse investment appetites and strategies of APAC LPs
- Advice for successful fundraising in the region, what do GPS need to know?
Dennis Chan
Head of Infrastructure, Managing Director, China Ping An Insurance Overseas (Holdings)
Read bio
12:35 - 14:00
Networking Lunch
Wilson Chung
Principal, Digital Colony
Wilson Chung is a Principal at Digital Colony. Mr. Chung is based in Singapore and focuses on identifying and evaluating Asia Pacific investment opportunities. Prior to joining Digital Colony, Mr. Chung was most recently a Senior Vice President in the infrastructure principal investments team at Macquarie Capital. He led Macquarie’s balance sheet investments in digital infrastructure in Asia, with a focus on building platforms and developing greenfield datacenters and other digital infrastructure assets. Before joining Macquarie Capital, Mr. Chung was the co-founder/CFO of a Hong Kong telecommunications infrastructure developer and prior to that, he covered consumer, industrial and telecom investments for an Asian regional private equity fund.