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Successful partnerships require a clear insight into the roles of the different options and actors.  Through a series of informative presentations and case studies, this conference will deliver a comprehensive analysis of where PPP Financing stands and how it is likely to evolve.

  • What are the different financial options available for financing PPP/PFI?
  • What are the trends in PPP / PFI financing?
  • How are secondary markets evolving?
  • How to valuate PPP / PFI shares in the secondary markets?
  • What role does Private Equity play in the financing of PPP / PFI?
  • What are the impacts of floating PPP / PFI portfolios?
  • What are the best legal practices for PPP / PFI?
  • What are the risk implications?

This conference will provide a bridge between partners to discuss the options and choices currently made in the financing of PPP /PFI and will set out to clearly explain the role Private Equity.


   

Know the options,

Identify the players,

 Make the right choices 





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“A very comprehensive two day conference – a full range of interesting subjects covered”
Dulce, Mendonca, Business Analyst, John Laing –  delegate from SMi’s 2006 Debt &Equity Financing for PPP/PFI Conference

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Benefits from Attending
  • Understand current financial options available
  • Review the trends in PPP/PFI fiancing
  • Learn about Private Equity and its role in PPP financing
  • Gain an insight into how the secondary market is evolving
  • Examine best legal practicies and how to lower risk

                           Session Topics Include:

Ø       New models emerging
Ø       Refinancing trends
Ø       Current operational issues
Ø       Procurement process
Ø       Contractual terms 
Ø       Making the right choices
Ø       Insurance for equity providers
Ø       Equity and senior debt
Ø       Structure of PFI/PPP arrangements
Ø       Legal best practices in PFI/PPP
Ø       PPP and financing roads case study
Ø       Financing issues and facility management
Ø       Neighbourhood PFI case study
Ø       Trends of private equity in PPP
Ø       Issues from the public perspective
Ø       Valuing PPP/PFI private equity shares
Ø       Asset swaps with fellow PFI players
Ø       Drivers behind PFI equity sales
Ø       Repackaging of investments
Ø       Impacts of floating the funds

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 Our excellent speaker line-up includes

Public Sector and Government Speakers

  • Cris McGuinness, Group Director of Finance, Adacus Housing Group
  • David Finlay, Director of PFI Development, National Audit Office
  • Melville Haggard, Development Advisor, Department for Environment, Food and Rural Affairs (DEFRA)
  • Ken Petch, Project Leader, M25 DBFO, Highways Agency
  • Mark Pugsley, Project Director, Public Private Partnerships Programme, 4ps
  • Richard Nelson, IPT Leader, Project MoDEL, Defence Estates, Ministry of Defence, UK
  • Tony Benton, Assistant Director BSF, Westminster City Council
  • Trevor Payne, Director of Facilities, University College London Hospitals

Private Sector Experts and Advisers

  • Andrew Dumbleton, Partner, BDO Stoy Hayward
  • Bruno Bodin, Managing Director, Ecovert FM
  • David Cooper, Director, Head of PFI and Structured Project Finance, Barclays
  • Glenn Fox, Head, PPP / PFI Infrastructure Team, Financial Guaranty Insurance Company (FGIC)
  • John Watt, Partner, Government and Infrastructure Advisory, Grant Thornton
  • Jonathan White, Director, KPMG Corporate Finance, KPMG LLP
  • Keith Lawrence, Operations Director, HMU UCLH Project Co
  • Michael Stoneham, Head of Project Finance, Dundas & Wilson CS LLP
  • Natasha Rogers, Associate Director, Aon Advisors Group
  • Richard Dyton, Partner, Simmons & Simmons
  • Robin Herzberg, Managing Director, Carillion Private Finance
  • Thierry Déau, General Manager, Meridiam Infrastructure


 The Venue

The Hatton

The Hatton is an attractive art deco building stylishly converted to provide conformable facilities.

It is situated in Hatton Garden, only 5 minutes walk from Chancery Lane tube station and Farringdon mainline and tube station.

It also has a courtyard and restaurants making it an excellent venue for networking and a relaxed environment for learning.


Sponsorship Opportunities Available!

Partake in the Event:

To present please contact: Maxime Burger - mburger@smi-online.co.uk

To sponsor please contact: Alia Malick- amalick@smi-online.co.uk 

Become a Media Partner: Nikki Poole- npoole@smi-online.co.uk


Conference programme

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

David Abbott

David Abbott , Assisant Director, Global Infrastructure and Projects Group, KPMG Corporate Finance

9:10 What Options are Available?

John Watt

John Watt, Partner, Government and Infrastructure Advisory, Grant Thornton

  • Reality and myths: the road to financing projects

  • Structures and models

  • New forms of partnership and new models emerging

  • 9:50 Identifying and Structuring a Successful PPP Project

    David Cooper

    David Cooper, Director, Barclays Bank

  • Key components of a successful project
  • Designing a structure in line with needs
  • Detecting weaknesses and pinpointing strength of a PPP project structure

  • 10:30 Morning Coffee

    10:50 Is Risk Understood?

    Andrew Dumbleton

    Andrew Dumbleton, Partner, BDO Stoy Hayward

  • Understanding project risk implications
  • Identifying risk within financing options 
  •  Appropriate allocation of risk

  • 11:30 Financing Though a Non Profit Distributing Organisation (NPDO) or a Scottish Futures Trust

    Michael Stoneham

    Michael Stoneham, Head of Project Finance, Dundas & Wilson CS LLP

  •  Why a Non Profit Distributing Organisation?

  • NPDO structure and governance

  • Concerns and issues

  • PFI/PPP arrangements

  • Contractual terms

  • 12:10 Financing Partnerships in Defence: Building Strong Partnerships – Lessons Learnt

    Richard Nelson

    Richard Nelson, IPT Leader, Project MoDEL, Defence Estates, Ministry of Defence, UK

    12:50 Networking Lunch

    14:00 Considerations for PFI Financing in the Waste Sector

    Melville Haggard

    Melville Haggard, Markets Development Adviser, Department for Environment, Food and Rural Affairs (Defra)

    14:40 Financing with School Improvement: BSF Programme Case Study

    Tony  Benton

    Tony Benton, Assistant Director BSF, Westminster City Council

  • Project key goal and overview
  • Lessons learnt
  • Challenges and recommendations

  • 15:20 Afternoon Tea

    15:40 PFI Partnership in Practise: Lessons Learned – A Public and Private perspective

  • An insight into an operational PFI from both sides of the partnership.

  • Lessons learned – a guide to survival

  • Strategy and flexibility in construction and service delivery

  • Managing variations and expectations

  • Trevor Payne

    Trevor Payne, Director of Facilities, University College London Hospitals - Public Perspective

    Keith Lawrence

    Keith Lawrence, Operations Director, HMU UCLH Project Co

    16:20 PPP and Financing Roads: Case Study – Financial Options, Private Equity and Building Strong Partnerships

    Ken Petch

    Ken Petch, Project Leader, M25 DBFO, Highways Agency

  • Procurment and funding considerations for a very large capital project
  • Trying to achieve contract flexibility with cost certainty
  • Getting the incentives right
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Registration & Coffee

    9:00 Chairman's Opening Remarks

    Asad  Khair

    Asad Khair, Associate Director, Global Infrastructure and Projects Group, KPMG Corporate Finance

    9:10 Understanding Issues from the Public Perspective

    David Finlay

    David Finlay, Director of PFI Development, National Audit Office

  • Demonstrating value for money in the pricing of finance
  • The risks and rewards equation
  • Changes in ownership - will this affect the projects?
  • Market concentration: the emergence of the portfolio investor

  • 9:50 What makes Public Private Partnerships and Initiatives Attractive?

    Massimo  Fiorentino

    Massimo Fiorentino, Senior Investment Director, Meridiam Infrastructure

  • Long-term partners in PPP projects  

  • Long-term investment strategy ("buy and hold") offering stable and regular income

  • Risk and returns

  • Trends and future perspectives

  • 10:30 Morning Coffee

    10:50 Finance and Facility Management Partnership: Lessons Learnt and Perspectives

    Steve McDonald

    Steve McDonald, Development Director, Ecovert FM

    Managing the portfolio: respective roles and responsibilities

  • Pre-handover
  • Day to day operations and long term delivery
  • Benchmarking and market testing
  • Response to client's demand for flexibility – variations

  • Adapting to a changing market

  • Changes in partnership
  • Refinancing: options and impact
  • Roles and opportunities in new procurement rules/routes
  • Exporting PFI/PPP know-how
  • 11:30 Insurance for Equity Providers

    Natasha Roberts

    Natasha Roberts, Associate Director, Aon

  • The key insurances for equity providers
  • Structuring the programme
  • The benefits and pitfalls of a portfolio approach insurers appetite
  • Due diligence concerns on portfolios
  • 12:10 Valuing PPP/PFI Private Equity Shares in the Secondary Market

    Jonathan  White

    Jonathan White , Director, KPMG Corporate Finance , KPMG LLP

  • Buyer and seller perspectives
  • Analysis and pricing
  • Key issues when selling in the secondary market
  • 12:50 Networking Lunch

    14:00 Equity Recycling: Rational and Implications

    Robin Herzberg

    Robin Herzberg, Managing Director, Carillion Private Finance

  • Drivers behind PFI equity sales
  • Asset swaps with fellow PFI players
  • Creating ‘tidier’ shareholder structures in individual projects
  • Repackaging of investments to create sector specific units, for subsequent flotation or securitization
  • Impacts of floating the funds
  • What this means in real terms for the projects
  • Trends and future prospects

  • 14:40 Risks for Equity Investors in PFI/PPP Transactions

    Richard Dyton

    Richard Dyton, Partner, Simmons & Simmons

  • Contractual context of equity transactions
  • Associated risks
  • Mitigating risk and ensuring adequate provisions
  • 15:20 Changing Relationship between Equity and Senior Debt

    Glenn Fox

    Glenn Fox, Managing Director, FGIC

  • Equity transfer
  • Value management
  • Re-gearing and re-financing
  • Operational managment
  • 16:00 Chairman’s Closing Remarks and Close of Conference followed by Afternoond Tea

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    The Hatton, at etc. venues

    51/53 Hatton Garden
    London EC1N 8HN
    United Kingdom

    The Hatton, at etc. venues

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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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