Preliminary programme

Registration and refreshments

Welcome remarks

Keynote address and dialogue: The roadmap for infrastructure development in India

• GOI’s 5, 10 and 20-year development plans
• What are the capital and legislative requirements for meeting these goals?
• How to accelerate infrastructure rollout whilst protecting quality, value, and the environment?
• The role of SEZs in dispersing and accelerating economic growth across the country

Montek Singh Ahluwalia, Deputy Chairman, THE PLANNING COMMISSION, GOVERNMENT OF INDIA

CEO Dialogue: What do India’s leading companies see as the priorities to aid their growth and global competition?

Moderated by
Pranjal Sharma, Executive Editor, BLOOMBERY-UTV

C Babu Rajeev, CEO, ABG KANDLE CONTAINER TERMINAL
Alwyn Keith Bowden, CEO, ESSAR PROJECTS BUSINESS GROUP
Dinesh Pillai, CEO, MAHINDRA SPECIAL SERVICES GROUP

Coffee / tea networking break

Infrastructure by the numbers: Opportunities in power and energy—Coal, oil and natural gas

• What are the hurdles to developing major finds in the K G (Krishna Godavari) basin beneath the Indian Ocean? And does the will exist in government to address these challenges?
• How is the country anticipating and responding to sovereign challenges to its energy security?
• How can the country clean up the coal which powers over 50% of electricity generation?
• What are the bottlenecks in fossil fuel supply and what should be done to remove them?

Moderated by
Rajiv Ranjan Mishra, Managing Director, CLP INDIA

Deepak Amitabh, Director – Finance & CFO, POWER TRADING CORPORATION
Amulya Charan, Managing Director, TATA POWER TRADING CO LTD
Brijesh Mehra, Country Corporate & Investment Bank Head, India, THE ROYAL BANK OF SCOTLAND, N.V.

Networking lunch

Infrastructure by the numbers: Opportunities in water and waste management

• What are the major water-usage challenges facing India today, and what infrastructure is necessary to address them?
• Can recycling water have a real impact on the country’s shortfall, and what technologies / treatments are missing?
• Is extracting energy or other value from industrial and domestic waste a viable option for a country at India’s stage of development?

Moderated by
Nandita Nagpal Vohra, Senior Consultant, ASIAN DEVELOPMENT BANK

Alok Bhargava, Director, IL&FS WASTE MANAGEMENT & URBAN SERVICES LIMITED
Philip Jackson, Managing Director, Asian Infrastructure Group, JP MORGAN
Goutham Reddy, Director - Strategic Planning, RAMKY GROUP

Coffee / tea networking break

Creation of a secondary market and enabling securitization of infrastructure assets

• Is there scope under current regulations for securitizing infrastructure assets in India either on- or off-shore?
• How to establish a benchmark yield curve for different classes of Indian infra assets?
• Can a roll-up of different projects into a corporate entity provide an exit route for investors?
• What other alternatives exist within the current regulatory framework, and how do these compare to international best practice?

Moderated by
Ajit Krishnan, Infrastructure & Real Estate Sector Leader, Partner, Tax & Regulatory Services, ERNST & YOUNG

Raman Uberoi, Senior Director, CRISIL Ratings, CRISIL LIMITED
S. Nandakumar, Senior Director, Global Infrastructure & Project Finance, FITCH RATINGS INDIA
Kalpesh Gada, Head - Structured Finance Products, ICRA MUMBAI
Harsh Agrawal, Vice President, Infrastructure Investment, MORGAN STANLEY

Day one concludes

Cocktail reception

Registration and refreshments

Project financing models—implications and application

• Public Private Partnerships: How effective are they as a construction / management vehicle? When don’t they work? And, what are the headline points of best practice?
• What are the expected returns on Project Equity and Project Finance? Where do they fit in a balanced institutional portfolio?
• What are the cyclical implications of this positioning on the relative attractiveness of infrastructure investments?
• How is the adopted financing model influenced by the nature of the project and the source of the finance? What are some typical scenarios?

Moderated by
Shubhashis Gangopadhyay, Research Director, INDIA DEVELOPMENT FOUNDATION

MK Sinha, President & CEO, IDFC PROJECT EQUITY COMPANY LIMITED
Varun Bajpai, CEO, SBI MACQUARIE INFRASTRUCTURE MANAGEMENT PRIVATE LIMITED
Ranajit Banerjee, Director-Project & Export Finance, STANDARD CHARTERED BANK

Coffee / tea networking break

10:30

Infrastructure by the numbers: Roads, railways and shipping

• Is the government’s road-building target achievable? What needs to be done to exceed it, and how can road building be made more efficient?
• What are the revenue models for road projects, and the constraints on monetizing new roads?
• What are the key factors constraining containerized and bulk transport, and what role does the private sector have to play?
• What are the challenges facing developers & builders?

Moderated by
S.G.Shyam Sundar, Managing Director, IDFC PRIVATE EQUITY

Pawan Maini, Senior Industry Specialist, Infrastructure Investments and Public Private Partnership Transaction Advisory, IFC, WORLD BANK GROUP
Krishna Kumar, Managing Partner, Head of Infrastructure, IL&FS INVESTMENT MANAGERS LIMITED
JN Singh, Board Member (Finance), NATIONAL HIGHWAY AUTHORITY OF INDIA

Infrastructure by the numbers: Alternative energies

• Can India leverage its lead in wind technology into leadership in the solar and other renewables spaces?
• Is there a nuclear component to India’s energy-security plan?What special considerations need to be taken into account? And which strategic partnerships will be crucial to success?
• Can biogas and other bio-wastes form the core of the next Suzlon?
• Can rural India replicate with bio-fuels what urban India has been doing with CNG for some time?

Moderated by
Tejpreet Chopra, President & CEO, BHARAT LIGHT & POWER

Sujata Gupta, Head, Private Sector Group - India Resident Mission, ASIAN DEVELOPMENT BANK
Rangarajan Balajee, COO, AURO MIRA ENERGY, CHENNAI
Keshav Misra, Head of Capital Allocation & Investment Management, BARING PRIVATE EQUITY PARTNERS INDIA

Agenda-setting address: The role of GOI and state governments in establishing, promoting, and facilitating projects

• What are some of the most frequently-encountered challenges faced by infrastructure developers in India, and what can be done to ameliorate or eliminate them?
• Which bodies are charged with creating turnkey projects, and how have they affected the appetite for tender and the speed and cost of build?
• What factors are taken into account in decision-making on tenders, and what is the ranking of their relative importance and why?
• How large a role do states take in back-stopping financing for projects? And which states have the most experience with PPP and other joint-venture options?

Shubhashis Gangopadhyay, Research Director, INDIA DEVELOPMENT FOUNDATION
Pronab Sen, Principal Adviser, THE PLANNING COMMISSION, GOVERNMENT OF INDIA

Lunch

Conference concludes