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Continuing the success of last year's event, we are delighted to announce SMi's Second annual conference on Project Finance and PPP in Portugal, which will be opened by HM Ambassador Dr Glynne Evans, British Ambassador of Portugal.

The Portuguese PPP market is worth nearly $6bn, and represents a large propotion of all PPP concessions closed to date, and is therefore a highly important market to the international PPP community.

This year's conference will cover the latest on the following:

  • Status quo on the SCUTS
  • Details of the first 6 PPP/PFI hospitals to be tendered this year
  • New PPP initiatives for Higher Education projects
  • Upcoming deals in Sustainable Energy

    Key speakers from the public sector include:
    Dr Jorge Abreu Simoes, President, Parcerias.Saude, Ministry of Health
    Eng Jose Ribeiro dos Santos,President of the Administration Board, IEP re-confirmed
    Dr Pedro Alfonso de Paulo, Financial Advisor, Ministry of Urban Affairs, Spatial Planning and Environment
    Eng Manuel Alcindo Antunes Frasquilho, Chairman, Lisbon Metro re-confirmed

  • Conference programme

    8:30 Registration & Coffee

    9:00 Chairman's Opening Remarks

    Pedro Rebelo de Sousa

    Pedro Rebelo de Sousa, Lawyer, Simmons and Simmons Rebelo de Sousa

    9:10 Welcoming Address

    Dr Glynne Evans

    Dr Glynne Evans, HM Ambassador, British Ambassador Portugal

    9:30 THE FIRST FIVE HOSPITALS TO BE TENDERED

    Dr Jorge Abreu Simoes

    Dr Jorge Abreu Simoes, President, Parcerias.Saude, (Partnerships Health), Ministry of Health

  • The PPP model for new hospital project
  • The role of Parcerias.Saude in preparing the tender documentation, assessing value for money, and managing the procurement process
  • The first five hospitals to be tendered:
  • Loures, Cascais, Braga, Sintra, and Vila Franca de Xira
  • The second batch of projects:
  • Algarve, Evira, Vila Nova de Gaia, Guarda, Povoa do Varzim
  • The first tender: timetable and procurement process for Loures Hospital
  • 10:20 FINANCING SUSTAINABLE DEVELOPMENT IN PORTUGAL

    Dr Pedro Afonso de Paulo

    Dr Pedro Afonso de Paulo, Financial Advisor, Ministry of Urban Affairs, Spatial Planning and Environment

  • Current procument process for purchases
  • Priority areas
  • Strategic policy
  • 11:00 Morning Coffee

    11:20 RENEWABLE ENERGY IN PORTUGAL

    Américo Carola

    Américo Carola, Head of Project Finance, BCP Investimento

  • Legislative framework
  • Current status of the industry
  • Commercial issues
  • Financial issues
  • 12:00 CURRENT PRACTICES IN THE PROVISION OF HEALTHCARE IN PORTUGAL

    Isabel Vaz

    Isabel Vaz, Member of the Board, Espirito Santo Saude

  • Will private operators deliver?
  • 12:40 Networking Lunch - Sponsored by Simmons& Simmons Rebelo de Sousa

    Richard Armitage

    Richard Armitage, Partner, Simmons and Simmons

    14:00 FUNDING PPP/PFI ROAD PROJECTS –EUROPEAN EXPERIENCE AND COMPARISONS

    Layth Irani

    Layth Irani, Head of Transport Project Finance, Sumitomo Mitsui Banking Corporation Europe (SMBC)

  • Portugal in context
  • Real toll vs shadow toll vs availibility- which approach and why
  • Traffic risk
  • Funding availibility in a shrinking market of providers
  • 14:40 WRAPPED BOND ISSUES

    Thomas Jacquot

    Thomas Jacquot, Assistant Vice President, Ambac Assurance UK

  • Monline insurance
  • Benefits and constraints
  • Capital market issues
  • Bond structures
  • Case studies: London underground - Metronet and Tubelines
  • 15:20 Afternoon Tea

    15:40 BONDS VS COMMERCIAL DEBT

    Stephen Paine

    Stephen Paine, Managing Director, Investment Banking Division, UBS

  • Fixed or floating interest rates
  • Allowing project sponsors increased financial flexability
  • Costs, rates and loan duration
  • Assessing the competition between these two sources of finance for project funding
  • Benefiting from more competitive rates and growing tenors
  • Widening the lender profile
  • 16:20 FINANCING HEALTHCARE PROJECTS

    Dr Christian Kummert

    Dr Christian Kummert, Managing Director, Special Finance, DEPFA

  • Evolution of Healthcare PPP Projects
  • Payment Structures and Profiles
  • Standardisation
  • Lending trends
  • 17:00 Chairman's Closing Remarks and Close of Day One

    8:30 Re-registration & Coffee

    9:00 Chairman's Opening Remarks

    Stephen Harris

    Stephen Harris, Head, International, IFSL

    9:10 THE LEGAL FRAMEWORK FOR PPP IN PORTUGAL

    Jorge Santiago Neves

    Jorge Santiago Neves, Head of Project Finance & PPP and Project Finance, Barrocas & Alves Pereira

  • EU rules affecting the Portuguese project finance market
  • Overview and implementation
  • The laws governing PPP’s in Portugal:
  • The PPP framework law
  • Budgeting restrictions
  • PPP rules governing specific sectors
  • PPP’s at the regional and municipal level: the current trends
  • 9:40 THE PORTUGUESE ROAD PROGRAM SO FAR

    Daniel Amaral

    Daniel Amaral, Managing Drector, Project Finance, Caixa- Banco de Investimento

  • Current status
  • Refinancing options
  • Shadow toll vs real toll risk
  • 10:20 EVALUATING VALUE FOR MONEY FOR PPP FINANCE IN PORTUGAL

    Jose Ribeiro dos Santos

    Jose Ribeiro dos Santos, President of the Administration Board, Caixa- Banco de Investimento

  • Comparing traditional and alternative methods of procurement
  • Potential prison programme and financing options
  • What does the future hold?
  • 11:00 Morning Coffee

    11:20 OPPORTUNITIES FOR ALTERNATIVE FINANCING OF THE LISBON METRO

    Manuel Alcindo Antunes Frasquilho

    Manuel Alcindo Antunes Frasquilho, Chariman, Lisbon Metro

  • Extensions currently under way
  • The Baxia project
  • The Falagueira project
  • The Odivelas project
  • The S. Sebastiao project
  • Extensions are presently being studied:
  • Rato - Alcântara with a length of about 3 Km and featuring 3 new stations, providing a new interface with the Lisbon - Cascais suburban raiway line.
  • The Telheiras - Pontinha, with a length of about 3 km and featuring 3 stations which will serve a fast expanding zone and will enable the access to the Blue Line and to the "Pontinha" depôt
  • The red line extensions from S. Sebastião to Campo de Ourique with a length of about 3 km and featuring 3 new stations and from Oriente station to the Lisbon International Airport and to Sacavém
  • 12:00 INTERNATIONAL CASE STUDY THE LONDON UNDERGROUND

    Ian Sivyer

    Ian Sivyer, Head of Risk Finance and Insurance, Currie & Brown (Tubelines)

  • The modernisation programme of the London Underground
  • Combining public sector management with public sector expertise and funding
  • Corporate risk and insurance management
  • Communicating successfully with the public
  • Hurdles to overcome and solutions found
  • 12:40 Networking Lunch

    13:40 RE-DEVELOPING THE ENTIRE PORTUGUESE WATER INFRASTRUCTURE

  • Characterisation of the water sector in Portugal – main issues and constraints:
  • Challenges towards a new organisational, economic and legal model
  • International benchmarking analysis
  • A new model for the water sector- main issues and proposals
  • Finance and opportunities for Public-Private Partnership (PPP) structures
  • Octavio Castelo Paulo

    Octavio Castelo Paulo, Partner, Corporate and TMT, Simmons & Simmons Rebelo de Sousa

    Rui Neves Soares

    Rui Neves Soares, Project Finance and PFI/PPP, Simmons & Simmons Rebelo de Sousa

    14:20 PPP- GENERATING AN INFORMED DEBATE

    Stephen Harris

    Stephen Harris, Head, International, IFSL

  • The evolution of the PPP concept in the UK
  • The Key drivers for value for money in the UK
  • Common criticism of PPP's and how to address the problems
  • Communicating the message
  • 15:00 OPPORTUNITIES FOR ALTERNATIVE FINANCE OF HIGHER EDUCATION PROJECTS IN PORTUGAL

    Prof. J.M Pinto Paixão

    Prof. J.M Pinto Paixão, Secretary of State, Ministry of Science and Higher Education

  • The role of the Ministry of Science and Higher Education in the provision of higher education in Portugal
  • Current budget and funding methods
  • Opportunities for alternative finance
  • 15:40 Afternoon Tea

    16:00 INTERNATIONAL OVERVIEW – THE ENGLISH HIGHER EDUCATION SECTOR

    Tim Russell

    Tim Russell, Manager, Strategic Business Development, NATO Maintenance and Supply Agency

  • The role of HEFCE
  • Current and past projects
  • Experience of PPP and PFI
  • Lessons learnt
  • 16:40 PPP IN A RURAL SETTING – THE BUNDLING OF PPP PROJECTS TO ACHIEVE CRITICAL MASS

    Dr Alister W Coutts

    Dr Alister W Coutts, Director of Property & Architectural Services/ PPP Project Director, The Highland Council

  • Public Private Partnerships- the scene in the Highlands of Scotland
  • The Council’s PPP projects described in detail
  • The PPP process in action- the importance of client control and strategic direction
  • Lessons learned – the strengths and weaknesses of using PPP/PFI initiatives
  • Transfer of key skills and concepts across national boundaries
  • 17:20 Chairman's Closing Remarks and Close of Conference

    +

    Workshops

    Procurement  & Associated Risks in PPP/PFI
    Workshop

    Procurement & Associated Risks in PPP/PFI

    Sheraton Lisbon Hotel & Towers
    18th November 2003
    Lisboa, Portugal

    Procurement  & Associated Risks in PPP/PFI
    Workshop

    Procurement & Associated Risks in PPP/PFI

    Sheraton Lisbon Hotel & Towers
    18th November 2003
    Lisboa, Portugal

    Sheraton Lisbon Hotel & Towers

    Rua Latino Coelho 1
    Lisboa 1069-025
    Portugal

    Sheraton Lisbon Hotel & Towers

    HOTEL BOOKING FORM

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    WHAT IS CPD?

    CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

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