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Proximo Brazil: Energy and Infrastructure Finance ExchangeThursday, 28th of May 2020, Rio de Janeiro, Brazil
Supporter:Sponsor:
100+ATTENDEES
4+HOURS OFNETWORKING
25+SPEAKERS
Proximo Brazil: Energy and Infrastructure Finance Exchange will bring together Brazil’s leading local project finance lenders, government authorities, pension funds, private equity sponsors, and developers, together with incoming international investors. Proximo events deliver content in an innovative, relax and engaging format through interactive ‘idea lab’ workshops, grameshow formats, keynote interviews, debates and panels.
Don’t just take our word for it, come and see!
EVENT OVERVIEW EVENT OVERVIEW
KEY AGENDA THEMES INCLUDE
Petrobras’ divestment and the impact on project
finance in Brazil
Are Brazil’s state procurement authorities meeting the
challenges of supplying the private sector?
Merchant power in renewables: Is 2020 set to be a bumper year for wind, solar, and other emerging energies?
FPSO and LNG-power financing: new players and a
revitalized market
New details on BNDES’ evolving role
Developers
Government
Law Firms/Consultants
Banks & Advisory
24%
13%
16%
29%
18%
Funds & Institutional Investors
DELEGATE BREAKDOWN
CONDUCTED IN PORTUGUESE
ENGLISH TRANSLATION
AES CorporationAIG Investments
ActisAllianz Global Investors
ArdianAres Management
ArupAstris Finance
Atlas Renewable energyBBVA
BNP ParibasBanco Sabadell
Banco SantanderBlackRock
Brookfield Asset ManagementCAF – Development Bank of Latin America
CDPQCPPIB
Canadian SolarCantor Fitzgerald
CitiContourGlobal
Credit Agricole CIBCubico Sustainable Investments
Deutsche BankEDP
EIG Global Energy PartnersENGIE
Enel Green Power
Export Development CanadaFirst Solar
Goldman SachsHSBC
I Squared CapitalIDB InvestING Bank
International Finance CorporationJ.P. Morgan
Jefferies BankKfW-IPEX Bank
MUFG BankMacquarie Capital
Mainstream Renewable PowerNatixisOMERSOrsted
PSP InvestmentsPowertis
Rio EnergySMBC
Societe Generale CIBSolarpackSonnedix
Standard Chartered BankState Grid Brazil Holding
Vinci PartnersVoltalia
LEADING BRAZIL ENERGY AND INFRA LEADERS WHO ATTEND PROXIMO EVENTS:
LEADING BRAZIL ENERGY AND INFRA LEADERS WHO ATTEND PROXIMO EVENTS:
SPEAKERS
Adi BlumManaging Director - Global Energy
and Power InfrastructureBLACKROCK REAL ASSETS
Bruno MoraesDirector, Energy
ACTIS
Sergio BrandaoHead of Infrastructure
RIO BRAVO INVESTIMENTOS
Wilson Ferreira Jr. CEO
ELETROBRAS
Gregory CardenasSenior Director,
Project & Structured Finance – Latin America
CANADIAN SOLAR
Vinicius NishiokaDeputy Financial Director
STATE GRID BRAZIL HOLDING
Victor TamegaPrincipal - Infrastructure Investments
RIO BRAVO INVESTIMENTOS
Rubens BenevidesHead of Infrastructure Finance
MACHEN CAPITAL
Marcos MeirelesCEO
RIO ENERGY
KEYNOTE SPEAKER
AGENDA
KEYNOTE ADDRESS: Privatisation, dollarization and regulatory change: Is Brazil witnessing a new business ‘Belle Epoque’ in 2020?
PLENARY ROOM IDEA LAB WORKSHOPS
DAY ONE, WEDNESDAY 27 MAY
MORNING REFRESHMENTS AND NETWORKING - ONE HOUR
DAY TWO, THURSDAY 28 MAY
PRE-CONFERENCE ICEBREAKER DRINKS RECEPTION
PROXIMO WELCOMING REMARKS
TO WHAT EXTENT IS THE PETROBRAS DIVESTMENT AN INDICATOR OF A MATURING AND INTERNATIONALIZING PROJECT FINANCE MARKET IN BRAZIL?• Who’s buying? Outlining the M&A process and timelines for acquisitions• Reserve-based lending in Brazil – volume predictions for 2020• Ramifications for increased transparency and corporate governance reform• Evaluating changes to existing debt financing contracts after oil price fluctuations• Prospects for post-divestment USD lending in Brazil
Adi Blum, Managing Director, Global Power and Energy Infrastructure, BlackRock
PROCUREMENT AUTHORITY FACE-OFF: Are Brazil’s state procurement authorities meeting
the challenges Brazil’s regional PPI authorities contrast their
procurement pipelines. Which states are leading the way and attracting the most interest?Speakers from the following states:
Using Slido, our audience will vote on which region’s procurement plans are most favoured by
the market
RESERVE-BASED LENDING POST-PETRO-BRAS DIVESTMENT
• Overview of ANP’s new regulation of concession contracts
• Will withholding tax benefit changes lead to growth in overseas investment in oil and gas?• Where is reserve based lending preferred to infrastructure bonds under the new regime?• Sao Paulo
• Rio de Janeiro• Minas Gerais• Rio Grande Do Sul• Bahia
Conducted in Portuguese with English translation
KEYNOTE ADDRESS: THE ELETROBRAS STORY: New investments and Privatization in 2020
Wilson Ferreira Jr., CEO, Eletrobras
PLENARY ROOM IDEA LAB WORKSHOPS
TOP TIPS FOR FUNDS ENTERING BRAZIL POST-PRIVATISATION:
How will it work and what will the new regime look like?
• Working with local funds after pension reform• How has the M&A process changed and how will GPs and
LPs take advantage of new opportunities?• Withholding tax reform and investing in infrastructure in 2020
• Changes to divestment and tendering processes and the impact on fund appetite
Vinicius Nishioka, Deputy Financial Director, State Grid Brazil Holding
Pablo Otin, CEO, PowertisEduardo Klepacz, Head of Infrastructure Investments,
GTIS Partners
LNG TO POWER: ARE WE SEEING CONVERGENCE AMONG BRAZIL’S OIL AND GAS,
AND POWER PROJECT SPONSORS?• Few players, larger transactions: why are power
producers moving into LNG?
• How bankable is Brazilian LNG for international lenders without DFI, ECA or BNDES support?
• Which new private equity players are we seeing move into Brazil’s LNG space?
TO WHAT EXTENT WILL THE NEW DEBENTURE REGIME LEAD TO MORE DOLLAR-DENOMINATED
ISSUANCES?• Overview of changes to infrastructure debenture legislation
and its significance for sponsors• How will the reforms allow lenders to reach new pockets of
investor capital?• A local interest rates fall, will we see investors
take more credit risk?Bruno Moraes, Director, Energy, Actis
Victor Tamega, Principal - Infrastructure Investments, Rio Bravo InvestimentosIgor Montenegro, Associate Director, Project Finance, Canadian Solar Brasil
ESG AND ENERGY TRANSITION IN BRAZIL: IS THE PROJECT FINANCE MARKET DOING ENOUGH?2019’s fires across the Amazon rainforest brought the
actions – and inactions – of governments under the lens, with some investors deciding to limit their business in Brazil while deforestation continues unabated. Where
can the project finance market contribute to highlighting environmental, social and governance issues?
Sergio Brandao, Head of Infrastructure Finance, Rio Bravo Investimentos
Pedro Mateus, CFO, Head of Brazil, Faro EnergyIvo Pitanguy, Director of New Business, Mori Energia Solar
ARE CONTRACTUAL CHANGES LEADING TO AN FPSO FINANCING COMEBACK IN BRAZIL?
• Is recent oil price stability indicative of reliable growth in production, and therefore FPSO construction and debt
financing?• What are the key contractual changes?
• Is ECA-backed project finance the way forward for FPSOs, or is straightforward corporate finance easier in
the current climate?
WATER, WASTE AND SANITATION REFORM: PRIVATIZATION CASE STUDY
Brazil’s municipally-controlled water utilities network is emblematic of complex public assets which new
legislation is seeking to simplify through privatization.
• What shape could the ensuing concession opportunities take?
• Which investors are buying these assets?
• What form could new project finance debt structures take?Rubens Benevides, Head of Infrastructure Finance,
Machen Capital
PIPA CASE STUDY: TRANSFORMING BRAZIL’S TRANSPORT INFRASTRUCTURE THROUGH A
NEW MODEL OF RISK ALLOCATION• Evaluating the government’s FX hedge in PIPA
• How did the consortium partners win their mandate?
• What role did the retrenchment of BNDES play in winning the confidence of the market?
• Is BNDES covering of heavy CAPEX during construction periods winning market confidence?
• What does the characteristics of PIPA tell us about upcoming concessions in transport infrastructure?
NETWORKING LUNCH – ONE HOUR 45 MINUTES
AFTERNOON REFRESHMENTS AND NETWORKING BREAK – 45 MINUTES
KEYNOTE INTERVIEW: BNDES’S NEW ‘FOCUSED’ ROLE IN GUARANTEEING PROJECTS
• Overview of BNDES’s role in providing long-term credit, guarantees and concessions contact structuring• To what extent can BNDES still cover long construction periods involving heavy CAPEX?• Will BNDES focus on a narrower range of assets, or still have broad coverage for guarantees?• How is BNDES working alongside government ministries in rolling out privatizations, such as water, waste and sewage?
CLOSING DRAGON’S DEN GAME-SHOW: IS MY PROJECT BANKABLE?Emerging energy and infrastructure sponsors make the case for emerging infrastructure and renewable energy assets being project finance-ready to a line-up of industry heavy- weights
• Digital infrastructure• Biogas• Biomass• Distributed solarRodrigo Barfield, Founding Partner, Long Light Energy
CLOSING REMARKS FOLLOWED BY CLOSE OF CONFERENCE.
“A fantastic way to share insights about infrastructure projects with real experts on the matter.”
Lili Dominguez OrtizMember, National Energy Technical Committee IMEF
- Mexican Institute of Finance Executives
“Unusually effective networking opportunities with speakers & participants with great depth of industry knowledge, thank you!”
Susan WisialkoPartner, Global Infrastructure Finance LLC
“Awesome & unique conference, select & senior attendees.”John Bills
Managing Director, Cantor Fitzgerald
“A very-well organized, innovative and productive conference. Kudos to the organizers for their original format and for facilitating some great
exchange of ideas and perspectives.”Maria Jelescu Dreyfus
CEO and Founder, Ardinall Investment Management, LP
TESTIMONIALS
CONTACT USCONTACT US
George KhachadourianSpeak to George about speaking slots,
corporate passes and our spectacular agenda
Constantina ChristophideGet in touch with you want to discuss any me-
dia partnerships or potential bookings
Nicolas Cano Contact Nico if you want to get your brand at
the forefront of this event with a bespoke sponsorship package
Grace Jackson For logistics, accommodation
and any other event information, get in touch
PRICING AND BOOKING INFORMATIONPRICING AND BOOKING INFORMATION
EARLY BIRD RATE
EXPIRING ON THE 24TH OF APRIL
$1699
SUPER EARLY BIRD RATE
EXPIRING ON THE 20TH OF MARCH
$1399
FULL PRICE RATE $1999
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simultaneously keeping you abreast of changes across the energy and infrastructure market landscape.
