Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios...

28

Transcript of Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios...

Page 1: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente
Page 2: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

INFRASTRUCTURE BENCHMARKS

HOTTEST LATIN AMERICAN MARKETS

Overview

Details about the meeting

The main senior meeting focused on Infrastructure Investments in Latin America, bringing together the leaders in an elaborate setting for the exchange of experiences, relationships and fostering new businesses.

Join those who decide the sector̀ s direction in the most important event of the year.

FUNDING ALTERNATIVES

GOVERNMENT AUTHORITIES PRESENCE HOTTEST SECTORS FOR INVESTMENTS

INVESTMENT STRATEGIES

DEBT MARKETS

When and where? 15 - 16 May – Dream Downtown Hotel, New York, USA

Language English

Audience Holding companies, Concessions and Utilities, Investment Banks, Development Banks, Multilateral Banks, Institutional Investors, Private Equity Funds, Debt Funds, Construction Companies, Advisors

Page 3: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Live the GRI experience Be part of this select group of the infrastructure sector in Latin America.

Henri AlsterChairmanGRI Club

Pedro NicolauGlobal Head of InfrastructureGRI Club

Fábio CorsiniSenior DirectorGRI Club

Melissa Dalla RosaDirector, InfrastructureGRI Club

We believe that dialogue and relationships are the companies and executives success thrusters. This motivates us to bring together key industry decision makers to share their experiences, views, as well as discuss strategies and solutions that bring real results, strengthening business in the Latin America markets.

GRI Club Infra Latam will gather 180 senior participants on May 15th and 16th in New York in an informal discussion format where everybody participates.

If you also believe in the importance of dialogue and relationship as a basis for your business, welcome to the 2nd annual GRI Infra Latin America..

Welcome

Henri Pedro

Melissa

Fábio

Page 4: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Brazilian Advisory Board

Club Advisory Board

JULIO FONTANA NETOPresidenteRUMO LOGÍSTICA

GUSTAVO LOYOLASócio diretorTENDÊNCIAS CONSULTORIA INTEGRADA

HAMILTON AMADEOCEOAEGEA SANEAMENTO

CHERYL HANWAYHead of Infrastructure InvestmentsINTERNATIONAL FINANCE CORPORATION (IFC)

DÊNIO CIDREIRADiretor superintendenteODEBRECHT INFRAESTRUTURA – CNO

FERNANDO LOHMANNManaging directorMACQUARIE INFRASTRUCTURE AND REAL ASSETS

GUILHERME CAIXETAVice president, Infrastructure GroupGIC

ANDRE CLARKCountry directorACCIONA BRASIL

BRUNO WERNECK

SócioMATTOS FILHO ADVOGADOS

CARLOS PARCIAS JRDiretor vice-presidente de Desenvolvimento de NegóciosCPFL ENERGIA

CASSIO VIANA DE JESUSHead of Alternative InvestmentsCAIXA ECONÔMICA FEDERAL

Page 5: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Club Advisory Board

LEONARDO VIANNADiretor de Novos NegóciosGRUPO CCR

MARCOS ALMEIDAManaging partnerBROOKFIELD INFRASTRUCTURE PARTNERS

PETRÔNIO BRAZ JUNIORDiretor presidenteCONSTRUTORA QUEIROZ GALVÃO

RENATO SUCUPIRAPresidenteBF CAPITAL

ROBERTO DEUTSCHDiretor de Relações Institucionais e Desen-volvimento de NegóciosCONSTRUTORA CAMARGO CORRÊA

SYLVIA COUTINHOCEO - UBS Group, BrazilUBS

GRI Club Colombia

GRI Club Mexico

GRI Club Chile

GRI Club Brazil

GRI Club Latin America

Page 6: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Colombian Advisory Board

Club Advisory Board

Chilean Advisory Board

ANTONIO GALLARTPresident CGE

RICARDO SZLEJFSenior PrincipalINFRASTRUCTURE DO CPPIB

VICENTE JAVIER GIORGIOCEOAES GENER

CÉSAR AUGUSTO RAMÍREZ ROJASVicepresidente TécnicoISA

MAURICIO OSSA ECHEVERRI PresidenteODINSA

BERNARDO SERAFIMHead for Latin America DevelopmentVINCI CONCESSIONS

MIGUEL TOLEDOHead of Infrastructure Investments Colombia and Peru IFC

JEAN PIERRE SERANI TOROPresidente BANCA DE INVERSIÓN GRUPO BANCOLOMBIA

Page 7: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Mexican Advisory Board

Club Advisory Board

GUILLERMO JIMENEZ MICHAVILACountry DirectorACCIONA INFRAESTRUTUCTURAS DO MÉXICO

MARIO GABRIEL BUDEBOManaging Director

EXI MEXICO INFRASTRUCTURE PARTNERS

ANDRES GARCÍA-NOVELPrincipal Investment OfficerIFC

EDUARDO RAMOSDirectorCKD INFRAESTRUCTURA MEXICO

GRI Club Colombia

GRI Club Mexico

GRI Club Chile

GRI Club Brazil

GRI Club Latin America

Page 8: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

GRI Differences

Not your typical conference

Format

Due to the seniority of the participants, GRI has no lectures or expository presentations. What we have are the key executives debating topics relevant to the sector, informally and spontaneously.

Key people

The GRI brings together decision-makers, such as Executive Directors, CEOs, Presidents and Chairmen. Plenty of opportunities to network with main players and the most relevant executives of infrastructure sectors in Latin America.

““I truly enjoyed the event. It was quite refreshing to see the level of participation and dialogue with senior executives in a collegial and informal environment. It was a wonderful opportunity to exchange ideas and learn from one another. I look forward to participating in the next one.”

Amit RikhyPresident and CEO

CCR UNITED STATES

“Congratulations on GRI Infra. In a record time, they managed to become one of the reference groups in the sector, with a modern, informal and efficient format”.

Marcos Almeida Managing Partner - Infrastructure Group

BROOKFIELD INFRASTRUCTURE PARTNERS

Page 9: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

01:30 PM - 02:00 PM Check in

02:00 PM - 03:00 PM Keynote

03:00 PM - 03:30 PM Coffee Break

03:30 PM - 04:30 PM Discussions

04:30 PM - 05:00 PM Closing Coffee

08:30 AM - 09:00 AM Check in

09:00 AM - 10:00 AM Keynote

10:00 AM - 10:30 AM Coffee Break

10:30 AM - 11:30 AM Discussions

11:30 AM - 12:00 PM Coffee Break

12:00 PM- 01:00 PM Discussions

01:00 PM - 02:15 PM Lunch

02:15 PM - 03:15 PM Discussions

03:15 PM - 03:45 PM Coffee Break

03:45 PM - 04:45 PM Discussions

Monday 15

Tuesday 16

Agenda

F E AT U R E D D I S C U S S I O N S

R E G I O N A L D I S C U S S I O N S

Opportunities in Latin America countries - Where to put the biggest effortsto gain the best opportunities?

Funding alternatives in Latin America - Benchmarks, new models and old solutions… what to expect?

Investing in Latin America - What is the appetite?

Concessions and PPPs modeling in Latin America - Can we create a regional recipe?

Investing in infrastructure in Colombia - Blue sky or clouds overhead?

Colombia and the transportation sector - Is optimism misplaced?

Chile and investments in infrastructure - Smart niche or lacking interesting projects?

Mexican Energy Reform - Investments at full power?

Trump effect in Mexico - Real threat?

Infrastructure in Peru - How to overcome the scarcity of projects?

Brazil and the energy sector - Too many needs but where to invest for better returns?

Uruguayan PPPs - Can the projects and the structuring model chosen remedy the country’s infrastructure deficit?

New Argentinian era - Will institutional and regulatory reform win back investor confidence?

Page 10: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

As Managing Director and World Bank Group Chief Financial Officer, Joaquim Levy is responsible for the financial and risk management strategies of the World Bank Group and for the institutions that make up the Group. This includes development of new, innovative financial products and services, oversight of the financial reporting, risk management, and mobilization of financial resources in alignment with the Group’s strategy.

Levy contributes to the international dialogue on financial standards and best practices, primarily through his representation of the Group at the Financial Stability Board.

Levy joined the World Bank Group in February 2016. Previously, he served as the Minister of Finance for the Federal Republic of Brazil, working with the president and government in reforming the world’s fifth largest economy.

From 2010 to 2014, Levy was CEO of Bradesco Asset Management S.A. Distribuidora de Títulos e Valores Mobiliários, division of Banco Bradesco S.A., Brazil’s second-largest private bank group, handling a portfolio of more than $130 billion.

In 2007, Levy was appointed as the Secretary of Finance of the state of Rio de Janeiro, where he was able to successfully re-engineer the apparatus of financial management from top to bottom, which led to the state receiving an investment-grade credit rating from Standard & Poor’s.

From 2006, Levy was the Executive Vice President of Finance and Administration at the Inter-American Development Bank. In 2003, he was appointed as the Secretary of Brazil’s National Treasury. In 2001, he was appointed as the Chief Economist at the Brazilian Ministry of Planning, Budget & Management. He became the Deputy Secretary of Economic Policy at the Brazilian Finance Ministry in 2000.

Levy served as Board Member of Banco Nacional de Desenvolvimento Econômico e Social.

Prior to Levy’s position as Visiting Economist at the European Central Bank from 1999 to 2000, he held several positions within the International Monetary Fund from 1992.

Levy holds a doctorate in economics from the University of Chicago (1992); a master’s in economics from Getúlio Vargas Foundation (1987); and graduated in Naval Architecture and Marine Engineering from the Federal University of Rio de Janeiro.

JOAQUIM LEVYManaging Director and CFOTHE WORLD BANK

KEYNOTE

Discussions

Page 11: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Politics Trumps Economics

Significance of America First and Impact on Latin America

European politics and the Rise of Populism

Is it the End of Globalization?

Monetary Policy and the Future of Divergence

MARC CHANDLERSenior Vice President, Investor ServicesBROWN BROTHERS HARRIMAN & CO.

Marc Chandler joined Brown Brothers Harriman in October 2005 as the Global Head of Currency Strategy. Previously he was the Chief Currency Strategist for HSBC Bank USA and Mellon Bank. A prolific writer and speaker, Chandler’s essays have been published in the Financial Times, Barron’s, Euromoney, Corporate Finance, and Foreign Affairs.

Marc holds a Masters in American history from Northern Illinois University and a Masters in International Political Economy from the University of Pittsburgh. He has taught classes on International Political Economy at New York University since the early 1990s. In 2009, his first book, Making Sense of the Dollar, was published by Bloomberg Press.

KEYNOTE

Discussions

Page 12: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

SYLVIA COUTINHOCEO - UBS Group, BrazilUBS

THIAGO SILVAPortfolio Manager, InfrastructureONTARIO TEACHER`S PENSION PLAN

TOM HENEGHANCEOEQUITYINTERNATIONAL

BRUCE CRANEManaging DirectorBOREALIS INFRASTRUCTURE

MICHAEL ROSENFELDDirector, Infrastructure InvestmentsPSP INVESTMENTS

NACHO RUIZ HENSHead of Investment / Strategy, AmericasCUBICO SUSTAINABLE INVESTMENT

RICARDO SZLEJFSenior Principal, InfrastructureCPPIB

Latin American assets vs developed countries and other emerging economies Will the US infrastructure investment plan compete with Latin America?Risks vs returns - Is it worthwhile?What are the benefits and drawbacks of foreign investors in Latin American infrastructure projects?

Investing in Latin AmericaWhat is the appetite?

Discussions

Page 13: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

What role should the private sector play in delivering public infrastructure services?Best practices vs challenges - Can we develop a world class model?How to overcome local and specific bottlenecks?

Concessions and PPPs modeling in Latin AmericaCan we create a regional recipe?

Discussions

ANDRÉ DABUSDiretor de Infra., Power & UtilitiesMARSH AD

BENOÎT TROCHUDirector, Business DevelopmentVINCI AIRPORTS

BRUNO WERNECKPartnerMATTOS FILHO ADVOGADOS

CHRISTOPHE DOSSARPSCEOSUSTAINABLEINFRASTRUCTURE FOUND.

EDUARDO TAKAHASHICorporate Director - BrazilAON BRASIL

JORGE VALENZUELAHead of Transaction - Latin AmericaARUP

JOSE VAZQUEZSócio-AdministradorSANTAYA CONSULTORIA E PROJETOS

Page 14: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Political instability in Brazil… doubts in Mexico in the Trump era - Are the biggest markets still the jewels of the region?Better opportunities, but smaller markets - Can Colombia, Chile, Panama, Peru and Uruguay satisfy investor desire?Argentina, Cuba… a new era for investment?

Opportunities in Latin American countriesWhere to put the most effort to gain the best opportunities?

Discussions

ADRIANA MACHADOFormer President & CEO GE Brasil

JACQUES FOLLAINManaging DirectorADP MANAGEMENT

JORGE VALENZUELAHead of Transaction - Latin AmericaARUP

MARCELO MINOLITIDirector de InfraestructuraAEROPUERTOS ARGENTINA 2000

PAULO LOPES ANDRÉSouth America Head of BusinessROADIS BRASIL

VICTOR DE ÁVILA RUEDAGM of Strategy & Corporate Devel.SACYR

JUAN LOPPACHERProject ManagerURUGUAY XXI

Page 15: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Development and multilateral banks, pension funds: best solutions for emerging markets? Fibras, CKDs, Debentures, Bonds: lessons learned from financing mechanisms in the region.Foreign exchange risk: mitigating currency volatility when financing infrastructure?

Funding alternatives in Latin AmericaBenchmarks, new models and old solutions… what to expect?

Discussions

CARLOS MASSARU TAKAHASHISócioTRX

CÉSARCAÑEDO-ARGUELLESCEOCIFI

EDUARDO MIRASCo-head of Investment Banking BrazilMORGAN STANLEY

FELIPPE PADOVANIDiretor SuperintendenteOAS

GABRIEL GOLDSCHMIDTHead Infra. Invest. - Latam & CaribbeanINTERNATIONAL FINANCE CORPORATION

GILBERT PORTERPartnerHAYNES & BOONE

JAVIER RODRIGUEZ DE COLMENARESInfrastructure and Energy Division ChiefIIC (IDB GROUP)

MARCELO MICHALUÁManaging PartnerRB CAPITAL

MARIA LUISA COBOS BARRIOStructured Finance ManagerCAIXABANK

RENATO LOPESDiretor de ParticipaçõesPREVI

RICARDO RUSSOSócioPINHEIRO NETO ADVOGADOS

WILLEM SUTHERLANDHead of Infrastructure FinanceING COMMERCIAL BANKING

Page 16: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Discussions

Energy integration: A distant dream?  Transportation and intermodality: Is there a viable project?  Funds for projects: Is chinese money the source? 

Mega infrastructure projects and regional integrationWhere is it possible?

Is there a common solution for the lack of sanitation? What are the best world models and practices that could be applied in the reality of most latin american countries? Are investors and lenders hungry for this sector or is it too far?

Sanitation throughout Latin AmericaA regional problem leading to huge investment opportunities?

ANDRÉ CLARK JULIANOCountry DirectorACCIONA BRASIL

ELIOT LEESVice PresidentICF

LETÍCIA ANDRADESóciaQUEIROZ MALUFSOCIEDADE DEADVOGADO

DAVID SARAVIAGerente GuatemalaMEXICHEM

GABRIEL GOLDSCHMIDTHead Infra. Invest. - Latam & CaribbeanINTERNATIONAL FINANCE CORPORATION

JORDI VALLSCEO MexicoSUEZ

SEIICHI FUKUIManaging DirectorMITSUBISHI CORPORATION DO BRASIL

Page 17: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Discussions

Are the legal and financing structures created enough to fill the country’s infrastructure gap? Is the infrastructure plan really attractive to investors? Are there missing resources for all existing projects? 

Infrastructure investment in ColombiaBlue skies or cloudy?

Will there be a round of renegotiation of the 4G contracts? What opportunities arise on the horizon? 5G: will regional projects also be covered in the new concessions plan? Which sectors will be prioritized? Private initiatives: attractive even in a scenario with a large offer of projects?

Colombia and the transportation sector Is optimism misplaced?

ANDRE FRAGA FIGUEIREDOChief Executive OfficerRENOVATIO COLOMBIA

JEAN PIERRE SERANI TOROCEO of Banca de InversiónGRUPO BANCOLOMBIA

MIGUEL TOLEDOHead of Infrastructure Investments Colombia and PeruIFC

BERNARDO SERAFIMHead for Latin America BDVINCI CONCESSIONS

JUAN CARLOS ACOSTAGerente GeneralCONTECAR

MAURICIO OSSA ECHEVERRIPresidenteODINSA

Page 18: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Discussions

Waste and Sanitation - How to create a solid institutional structure to develop these sectors? What is the best model to boost the projects of renewable generation and transmission of energy?

Energy and Social Infrastructure in ColombiaGood returns or not the focus for investors?

A new era for infrastructure funding in Chile?  Social risk - how to mitigate environmental and community issues in major infrastructure projects? How to continue developing logistic and urban transport infrastructure projects? Potential and opportunities of the Megaport: potential demand, ideal location and logistical projects needed to access the port.

Chile and investment in infrastructureSmart niche or lacking interesting projects?

PETER GROSSICHSocio-Director del FondoNEXUS CAPITAL PARTNERS

VICENTE LÓPEZ - IBOR MAYORPresidenteFIELD FARE RENEWABLES

CÉSAR AUGUSTO RAMÍREZ ROJASVP TecnicoISA

FELIPE MORALESGerente de DesarrolloEMPRESAS MARÍTIMAS OXXEAN

JAVIER GIORGIOGerente GeneralAES GENER

JORGE PACHECODirector EjecutivoEMPRESAS MARÍTIMAS OXXEAN

RICARDO SZLEJFSenior Principal, InfrastructureCPPIB

Page 19: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Discussions

Renewable sources - great opportunities brought by the opening of the new energy free market. Midstream is the next big thing? What are the challenges of transportation and fuel storage projects? Transmission bids will take second place against the attractiveness of other energy segments?

Mexican Energy ReformInvestments at full power?

What to expect from the road concessions? Better sized projects with more attractive prices? Urban transport - the demand is latent, but are the projects consistent and attractive? Are there still opportunities for investment in ports and airports?

Transportation infrastructure in MexicoAfter the stagnation, the bonanza?

ALBERTO LARREA CORTÉSDirector General, Administración RiesgosBANOBRAS

BRYAN CARLSONManaging Director, M&A Latin AmericaBARCLAYS

EDUARDO RAMOSCEOCKD IM INFRAESTRUCTURA

MARIO BUDEBOPartner & CEOMEXICO INFRASTRUCTURE PARTNERS

MIGUEL ANGEL VILLEGAS VARGASCFOORO NEGRO

DEMETRIO SODICEORED DE CARRETERAS DE OCCIDENTE

JOSÉ LUIS MUÑOZ HERNÁNDEZPresidenteTERMINAL INTERMODAL DE QUERÉTARO

JOSÉ ZOZAYAPresidentKANSAS CITY SOUTHERN DE MEXICO

ROGELIO VÉLEZDirector GeneralFERROCARRIL MEXICANO

Page 20: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Discussions

How does the “battle” between the two countries affect the development of Mexican infrastructure? Noise, volatility and uncertainty: effects of the political scenario on the availability and cost of capital for infrastructure. NAFTA - an American exit is a real risk? How would it affect Mexican infrastructure?

Trump effect in MexicoReal threat?

Which regulatory developments are necessary to accelerate concessions projects and attract investments? Which funding efforts have to be achieved in the local market to get projects developed? What is the investor appetite for Peruvian infrastructure project bonds and what could be done to improve this?

Infrastructure in PeruHow to overcome the scarcity of projects?

ALONSO GARCÍA-TAMÉSManaging Director - Mexico and LatamCDPQ

ANDRES GARCÍA NOVELPrincipal Investment OfficerINTERNATIONAL FINANCE CORPORATION

GUILLERMO JIMÉNEZ MICHAVILADirector GeneralACCIONA MEXICO

JUAN ALBERTO LEAUTAUDHead of Infrastructure MexicoBLACKROCK MEXICO

BERNARDO SERAFIMHead for Latin America BDVINCI CONCESSIONS

CÉSAR AUGUSTO RAMÍREZ ROJASVP TecnicoISA

WU YONG LEPartnerSAAM SIERRA ANDINA ASSET MANAGEMENT

MIGUEL NORONHADirectorBARBOSA MELLOS INVESTIMENTOS

Page 21: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Discussions

Energy distribution and state-owned assets - Will they find a bid? Renewable Energy - Still the best choice for foreign investors?Will new entrants be able to compete with the big players in the industry?

Brazil and the energy sectorToo many needs but where to invest for better returns?

ANTONIO SERGIO DE SOUZA GUETTERDiretor PresidenteCOPEL

AUGUSTO FRANCISCO DA SILVADiretor Técnico e ComercialCELG GERAÇÃO E TRANSMISSÃO

CARLOS DA COSTA PARCIAS JR.Diretor VP - Desenvolvimento de NegóciosCPFL ENERGIA

DANIEL O’CZERNYPartner - AdvisoryDAEMON INVESTIMENTOS

HENRIQUE RZEZINSKIDiretor de Relações InstitucionaisENEVA

MARCIO TRANNINDiretor de Desenvolvimento de NegóciosENEL GREEN POWER BRAZIL

MARCO DE CARVALHOCEO Barclays Brazil, Head of M&A LatAmBARCLAYS

MARCOS MEIRELESCEORIO ENERGY

MATHEUS PENIDODiretorGRUPO SERVENG

MAURO PENTEADOSócio - Infraestrutura e Project FinanceMACHADO MEYER

MARIO SCALETTARegional Market LeaderERM ARGENTINA

Page 22: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Have all best pickings gone or do any interesting assets remain? Is now the time to fight for M&A or new concessions?

Discussions

Airports in BrazilStill the best asset for international investors?

EDUARDO HAYDEN CARVALHAES NETOSócioBMA ADVOGADOS

ELBSON QUADROSVice President – Latin AmericaSITA

JACQUES FOLLAINManaging DirectorADP MANAGEMENT

LEONARDO VIANNADiretor de Novos NegóciosGRUPO CCR

MARCOS ROCHASenior PartnerDEALMAKER

FELIPE VINAGREVP - Head of Infrastructure, Transportation & Capital GoodsCREDIT SUISSE

Page 23: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Discussions

Will the privatization plan take off or will it slide off the runway? Where to find the best opportunities in the 18 states?

Sanitation and the new investment era in Brazil Rising star or still many doubts?

ANA CARVALHOSóciaTOZZINI FREIREADVOGADOS

CARLOS MASSARU TAKAHASHISócioTRX

CHERYL HANWAYHead Infrastructure Investments - BrazilINTERNATIONAL FINANCE CORPORATION

HAMILTON AMADEOCEOAEGEA SANEAMENTO

MAURICIO ENDOSócio Líder de Governo e InfraestruturaKPMG

PAULO MATTOSHead of Private EquityRK PARTNERS

RENATO SUCUPIRADiretor PresidenteBF CAPITAL

Page 24: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Discussions

Brazil and investments in logisticsWhere are the best logistics corridors for investment?

Will the port sector finally attract investors or are regulatory doubts still going to win? The role of agribusiness in improving investment in road and rail. Is marriage possible between infrastructure operator, logistics user and investors to fund transportation in Brazil?

MARCELO PERRUPATOSócioMAGNA PLAN ESTRATÉGICO SUSTENTÁVEL

MIGUEL NORONHADirectorBARBOSA MELLO INVESTIMENTOS

LUCIANO AMADIOPresidenteAPEOP

JULIO FONTANA NETOCEORUMO

GUILHERME SEGALLA DE MELLODiretor PresidenteMRS LOGÍSTICA

HILÁRIO PEREIRADiretor Executivo de Infraestrutura e ConcessõesCS BRASIL (GRUPO JSL)

JOÃO MIGUEL DRUMMONDDiretor de Relações Institucionais CONSTRUTORA QUEIROZ GALVÃO

Which are the most promising and safe sectors for investors? Energy: With new generation projects already developed, does the transmission sector offer the best opportunities? Transportation: Which segments have greater potential and better structured projects?

New Argentinian eraWill institutional and regulatory reform win back investor confidence?

FERNANDO LLAVERDirector de Administración y FinanzasDISTROCUYO

HERNÁN CASSINELLIGerente de Administración y FinanzasPUERTO LA PLATA

MARCELO MINOLITIDirector de InfraestructuraAEROPUERTOS ARGENTINA 2000

ADOLFO SARAIVAGerente de Administración y FinanzasGRUPO TECHINT

FELIPE VINAGREVP - Head of Infrastructure, Transportation & Capital GoodsCREDIT SUISSE

Page 25: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

Warde Advogados’ projects team advises banks/syndicates and domestic and international companies on project finance, working capital finance, refinance and drafting and negotiating agreements of infrastructure projects (e.g., EPC and O&M). Our projects team also advises Brazilian and foreign companies on public biddings (RFP), “cross-border” finance, asset purchase deals in distressed scenarios and assists clients with regulatory matters and legal due diligence of infrastructure projects.

Warde Advogados’ highly skilled professionals combine an active legal practice with a continuous stream of academic work, having developed works with key governmental authorities (“The Rescue Plan for the National Infrastructure Project”), co-authored project bills (Bill No. 4,303 - “Special Regime of Simplified Corporations”) and published several books and articles providing useful material to law professionals and authorities.

The GRI has limited opportunities for participate in networking and differentiated brand positioning, geared to players who understand our select audience as a key to their relationship and business. To sponsor, contact Talita Quirino.

Program sponsor

Alameda Itu, 882 - 7o andar - CEP 01421-002 Jardim Paulista - São Paulo - SP - Brazil

T: +55 11 3065 8207 | 5594n8207

www.lwadv.com.br

US and Canada

Monica Vieira Eisenberg Senior Strategic Advisor for the Americas E: [email protected] T: +1(917) 836 8735

Spanish Speaker Countries

Talita Quirino Director, Special Projects E: [email protected] T: +55 (11) 99911 0076

Brazil

Fabio Farias Director, Special Projects E: [email protected] T: +55 (19) 98888 1510

Page 26: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

GRI Espana23 - 24 MayMadrid

3rd GRI Infra Brazil 201720 - 21 September Sao Paulo, Brazil

1st GRI Infra Mexico 201712 - 13 September Mexico City, Mexico

2nd GRI China- Brazil Infrastructure Summit 201706 November - Sao Paulo, Brazil

GRI in the World

Brazil GRI 09 - 10 NovemberSao Paulo

Mexico GRI06 - 07 June Mexico DF

Colombia, Chile, Peru GRI6 - 7 SeptemberBogota

Argentina GRI07 - 08 NovemberBuenos Aires

Europe GRI 11 - 12 SeptemberParis

Latam GRI 30 - 31 MarchNew Yorck City

GRI Espana23 - 24 MayMadrid

OTHER MEETINGS - REAL ESTATE SECTOR

OTHER INFRASTRUCTURE MEETINGS

Page 27: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

COMPANY MEMBERS

Page 28: Overview - Barbosa, Müssnich & Aragão Advogados · LEONARDO VIANNA Diretor de Novos Negócios GRUPO CCR MARCOS ALMEIDA Managing partner BROOKFIELD ... RAMÍREZ ROJAS Vicepresidente

PROGRAM SPONSOR

www.griclub.org