India Infrastructure

Contents of CD of proceedings of conference on

2nd Annual Conference on Road Ahead for Infrastructure Finance
Current Scenario and Future Requirements
October 19, 2011, Grand Hyatt, Mumbai

WELCOME REMARKS
• Welcome remarks/presentation by Alok Brara, Publisher, Indian Infrastructure

INFRASTRUCTURE INVESTMENT – KEY TRENDS AND FUTURE REQUIREMENTS
Questions/Topics:
• What is the current scenario in financing infrastructure projects?
• What have been the recent financing trends in terms of tenors, interest rates, financing structures, etc.?
• What are the investment requirements for the Twelfth Plan – by sector and by source? How will these requirements be met?
• Is financing the key issue constraining growth in infrastructure?

• Presentation by Manish Agarwal, Executive Director, Infrastructure, PricewaterhouseCoopers
• plus Q&A

SPECIAL SESSION: GOVERNMENT INITIATIVES
Questions/Topics:
• What are the various government initiatives in the area of infrastructure finance?
• What is the emerging role of IFCs in meeting the infrastructure financing requirements? What are the initiatives required to improve IFC’s ability to provide long-term funds?
• What role is the infrastructure debt fund expected to play going forward? What are the advantages expected out of IDF by developers and financiers?
• What can be expected from the government for deepening the availability of long-term finance?

• Special Address by Gajendra Haldea, Advisor to Deputy Chairman, Planning Commission
• plus Q&A

LENDERS’ PERSPECTIVE
Questions/Topics:
• What is the perspective of banks and financial institutions on infrastructure financing? What is their view on specific sectors?
• What can developers expect in terms on interest rates, tenors, etc.?
• What are the key issues and concerns?

Panel discussion amongst (in alphabetic order):
• Manjul Chawla, Senior Director, Project Finance IDFC
• Sanjay Palve, Group President & Senior Managing Director - Corporate Finance & Development Banking, Yes Bank
• Shailesh Pathak, President, Srei Infrastructure Finance
• Another leading bank or financial institution
• plus Q&A

PRIVATE EQUITY PERSPECTIVE
Questions/Topics:
• What is the perspective of private equity investors on infrastructure financing? What is their view on specific sectors?
• What are the current expectations in terms of valuations, return expectations, etc.?
• What are the key issues and concerns?

Panel discussion amongst (in alphabetic order):
• Varun Bajpai, Chief Executive Officer, SBI Macquarie Infrastructure Management
• Krishna Kumar, Managing Partner, IL&FS Investment Managers
• Satish Mandhana, Managing Partner, IDFC Private Equity
• Senior representative of another leading private equity firm
• plus Q&A

INNOVATIVE MECHANISMS AND NEW SOURCES
Questions/Topics:
• What have been some of the more innovative funding sources so far (takeout financing, refinancing, tax-free infrastructure bonds, etc.)
• What other innovations can be expected?
• How can we increase the role of capital/debt markets in infrastructure financing?
• What are the potential credit enhancement mechanisms to enhance marketability of bonds?
• What new sources can be tapped going forward? What role can IIFCL play in new funding methods?

• Presentation by Dr E.S. Rao, Chief General Manager, India Infrastructure Finance Company Limited
• plus Q&A

URBAN METRO SYSTEMS
Questions/Topics:
• What are the current and future requirements for urban metro systems? Can they be met?
• What is the state of lenders/investors on urban metro projects (favourable/unfavourable)?
• What are the key financing concerns of developers? What are the key recommendations to improve the financing scenario?