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Agenda Overview

Day 1: Tuesday, October 29, 2019

8:00AM Registration and morning refreshments
9:15AM Morning Chairman’s Opening Remarks
9:25AM Opening keynote address: The infrastructure privatisation pipeline

Hear directly from the government as they action their plans to privatise airports, roads and rail. Project pipelines and the opportunity they create, and the future infrastructure agenda will be discussed

10:00AM Financing panel: Brazil’s infrastructure opportunity
  • Generating investor confidence in infrastructure projects
  • What part will consolidation and divesting assets play for future investment?
  • Are PPA’s in USD helping to attract more financing sources?
  • What are the potential alternative financing sources (on top of the typical development banks such as BNDES, BNB)?
  • The key to structuring infrastructure financing in a way which considers all risks more completely?
  • Infrastructure privatisations – what is the view of the debt funds and what is the role of the banks? Will the government allow US $ financing of these projects?
  • Will development banks continue to dominate financing structures, or will there be more involvement from the capital markets going forward?
  • Does the growth of the issuances of Debênture de Infraestrutura raise a question if there will be enough investor's demand to fund large infrastructure projects in industries other than energy as new concessions' auctions and Public-Private Partnerships are deployed (e.g. airports, sanitation, ports etc.)?
Karla Fernandes, Managing Director, TMF Brazil
Lara Monteiro, CFO, Echoenergia
Julyana Yokota, Director & Sector Lead - Infrastructure Ratings, S&P Global Ratings
10:50AM Coffee and Networking Break
11:20AM Round tables

Round table 1: Transmission lines: Opportunities for investing and financing  
Host: João Eduardo Greco Pinheiro, Managing Director - Project Implementation, Alupar Investimento 

Round table 2: The role of Development Banks and Private Banks in infrastructure financing in the coming years 
Host: Andre Fonseca, CIO, Pacto Energia 

Round table 3: Technology Smart cities: e mobility, smart meters 

Round table 4: LNG to power in the Brazilian market  

Roundtable 5:  The privatisation of airports – discovering opportunity 

Round table 6: Brazilian infrastructure and energy and ESG 

12:10PM Case study session: A successfully financed infrastructure project

This case study will delve into a recent case of an infrastructure project which has been successful financed and how the financing was structured, and ultimate or proposed profitability.

12:40PM Lunch

Use Crowd Compass app and schedule your one-to-one meetings in our Networking Zone available throughout the day!

1:40PM Panel Discussion: Embracing new technology in energy distribution
  • An overview of the new technologies in the energy distribution segment such as electric mobility, demand response, smart meters and smart cities
  • How can these new technologies work towards solving the issues of air pollution in mega cities?
  • The growth of distributed solar generation and its impact on distribution companies and on demand for new utility scale plants in the future
  • As DG grows exponentially how can distribution companies adapt as their traditional business model becomes obsolete?
2:20PM Interview session: The opportunity in privatisation – the industry view

How does the wave of privatisation offer opportunity to investors, what are the risk profiles on taking on such an investment? 

2:50PM Afternoon Coffee Break
3:20PM Presentation: Attracting investment to Brazilian infrastructure by mitigating risks

Brazilian infrastructure is missing US$1.2 trillion in investments. One reason is that investors find it difficult to calculate their total cost of capital covering such important risks as political, regulatory, governance, social, O&M, environmental, legal, cyber and host of others. These risks make up roughly half of the cost of capital of most infra projects. In this presentation, we indicate a way of calculating these risks in basis points and how to use these data to mitigate total infrastructure risk

William Cox, CEO, Management Excellence
3:40PM Panel discussion: Exploring the Brazilian PPA landscape
  • Examples of recent auctions, projects and those in the pipeline
  • Experiences of mixing private PPAs with traditional methods based on participating in Federal Auctions
  • What is the financing availability and conditions for Private PPAs (as opposed to traditional financing for Federal Auction PPAs)?
  • Recent examples bilateral PPA’s in the energy world
  • Merchant and free market PPAs in Brazil – how lenders would face them and which conditions would apply  
  • Will the trend for increasing private and bilateral PPA’s in Brazil continue? What are the challenges and impending impacts on financing?
  • A  case study of a successful wind/solar project with a PPA exclusively in the Free Market that has already secured financing through a project finance structure
Moderator: Eduardo Tobias, Director, CELA Clean Energy Latin America
Gustavo Dos Reis Vajda, Business Development Director and Country Manager, Canadian Solar
Rodrigo Ferreira F. Pedroso, CEO, Pacto Energia
Eduardo Klepacz, Managing Director - Head of Infrastructure Investments, GTIS Partners
4:20PM Panel discussion: Discovering opportunity in Brazils renewable energy market
  • Innovations in the wind and solar market
  • Hybrid solar and wind plants a future possibility?  What are the benefits?
  • Financing and investment possibilities, current structures and vehicles to access
  • An overview of climate bonds initiatives to foster Green Bond issuances and certification for infrastructure projects in Brazil
Elbia Silva Gannoum, CEO, ABEEólica - Associação Brasileira de Energia Eólica
5:00PM Case study: Vale and Casa dos Ventos

Following the recent supreme court ruling the Petrobras Divestment plan now expects to raise $35 Billion over the next 5 years. This session will look at the wealth of opportunities that this presents as the world's 8th largest hydrocarbon producer opens-up supported by a pro-business administration. Points to be discussed include:  

  • Refining - With Petrobras committed to selling 8 refineries, will this be attractive to specialists or the bigger players? 

  • An overview of divestments in the Brazilian Gas Market and the opportunity it presents for Brazil's hydrocarbon sector as the world transitions to a lower carbon energy mix 

  • Alongside the significant upstream opportunities opening up in Brazil the Petrobras divestment plan presents mature pre-salt assets where production has suffered from underinvestment, where are the opportunities here? 

Ana Paula Lopes do Vale Saraiva, Portfolio Management, Executive Manager, Petrobras
5:20PM Chair’s closing remarks
5:30PM Cocktail reception