Conference Day One: Wednesday, June 24, 2009

8:45 Chairperson’s Welcome And Opening Remarks

9:00 State Of The Market: Implications Of The Stimulus Bill On Both Local And State Governments

• Evaluating current established partnerships and exploring opportunities for infrastructure investors
• Evaluating the economic effect on the asset value
• Identifying where local and state government are looking for assistance
• Understanding the new roles within each division that are being created to handle the new assignment
• Discussing how the funding is dispersed and the handling process for initiating local projects
• Tailoring project management according to each individual sector’s needs

Jolene Molitoris Director OHIO DEPARTMENT OF TRANSPORTATION

Emil Frankel Director of Transportation Policy, National Transportation Policy Project BIPARTISAN POLICY CENTER

9:50 Examining The Effect Of The Global Financial Crisis On Infrastructure Investing

• Discussing the consequences of the lack of liquidity available for investment in infrastructure assets
• Understanding banks’ lending attitude towards long term investments
• Discussing what can be done to stimulate the credit market

Ben Heap Executive Director of Infrastructure Asset Management UBS

John V. Veech Managing Director, Infrastructure Fund MORGAN STANLEY

Stephen Howard Director BARCLAYS CAPITAL

11:10 Analyzing The Current Lending Environment And Valuation Process

• Reviewing historical performance of infrastructure assets in a downturn economy
• Assessing how debt from other sections of investment portfolios is effecting the momentum in the infrastructure market
• Discussing pricing issues
• Valuation challenges

Michael Dorrell Senior Managing Director BLACKSTONE GROUP

Thomas Majewski Partner AECAPITAL ADVISERS

Derek Wolff Vice President, Senior Analyst NUVEEN ASSET MANAGEMENT

12:00 Understanding Government And Investor Attitudes ToWards P3s

• Assessing current deal-flow and the pipeline of opportunities
• Discovering what it takes to build the most promising P3s
• Deciding if necessary projects can be completed without private capital
• Reviewing current P3 transactions for both new developments of transportation infrastructure and for long-term leases of existing infrastructure

Mark A Weisdorf CIO & Managing Director, Infrastructure Investments JPMORGAN ASSET MANAGEMENT	Shirley Ybarra Senior Transportation Policy Analyst REASON FOUNDATION	Geoff Segal VP, Government Relations MACQUARIE GROUP
JayEtta Z Hecker Senior Advisor, National Transportation Policy Project BIPARTISAN POLICY CENTER	Aleksandra A. Miziolek Co-leader, Infrastructure and Project Finance Practice DYKEMA GOSSETT PLLC

2:00 Pension Fund Perspective: Establishing An Investment Program For Infrastucture Investment

• Deciding the portion of market assets to allocate to infrastructure
• Discussing necessary steps to ensure the predicted net gain/ ROI
• Choosing the right types of infrastructure (i.e. transportation, energy, natural resources, utilities, water, communications, and other social support services)
• Selecting the right advisor/fund manager
• Installing the right type of contract program guidelines

Rita J. Sallis
Chief Investment Officer
THE NEW YORK CITY COMPTROLLER’S OFFICE

2:50 Discovering InnovaTive Financing Techniques And Fundraising Tips – Finding The Source Of Funds

• Overcoming fundraising challenges: uncovering bright spots and lessons to be learned from Q4 and Q1 fund raising experiences
• Choosing the right way of remunerating fund professionals in the light of the underlying asset characteristics

Jim Furnivall Managing Partner ALTERNA CAPITAL PARTNERS	Leonard Shaykin Managing Partner LAMBDASTAR INFRASTRUCTURE PARTNERS	William M. Fitzgerald CEO GLOBAL INFRASTRUCTURE LLC
William M. Fitzgerald CEO GLOBAL INFRASTRUCTURE LLC

Exploring Emerging Trends of Infrastructure Investment
4:10 Investing In U. S. Renewable Energy Infrastructure And Resources Discussing the state of market in the Renewable Energy sector Understanding federal government financing programs for energy projects, particularly the DOE Loan Guarantee Program Identifying other financial tools for energy investing Evaluating the current investment environment Steven Klein Partner FIRST INFRASTRUCTURE LLC Lee Bailey Founder & Managing Director US RENEWABLES GROUP
5:00 Getting Water & Waste Management Investment Projects Off The Ground Identifying investment grounds (Public vs. Private) Discussing the current changing role of government in the water industry Assessing this long term investment opportunity and prospect ROI Creating and pipelining partnerships across political sections Discovering and overcoming challenges posed in the P3 area Gerard Sweeney Portfolio Manager AQUA TERRA ASSET MANAGEMENT

5:45 Chairperson’s Closing Remarks And End Of Main Conference Day One

[ Register Now] · [ Next: Conference Day Two: Thursday, June 25, 2009 ]