5th ANNUAL EVENT • 50 LPs ALREADY REGISTERED • OVERSUBSCRIBED IN ALL PREVIOUS YEARS

8 October 2015, LondonJoin 100 of the infrastructure industry’s leading investors at the 5th Annual AltAssets Infrastructure LP-GP Forum

LP-GP ForumINFRASTRUCTURE

5th ANNUAL EVENT

Contact us today if you would like to apply to participate in the 5th Annual AltAssets Infrastructure LP-GP Forum and experience the powerful effect of joining this exclusive circle.

AltAssets is an investor network, not a conference organiser, so we are privileged to receive the support and goodwill of thousands of institutional investors around the world. Each year we bring 50 European institutional investors together with 50 best-of-class infrastructure fund managers and selected industry experts. We provide a unique private club environment that enables senior-level decision-makers to address the issues that matter, to connect with people they want to meet, and to make deals happen.

We invite only 50 fund managers to participate, in order to maintain a strict 1-to-1 LP-to-GP ratio and to maximise the quality and value of the interactions between participants. No other event enables GPs to meet so many LPs in one day in such a cost-effective, time-efficient and high-impact way. Our role is to connect LPs and GPs and our team can help make introductions on the day, arrange meetings beforehand and provide follow-up support afterwards, both directly and online via the AltAssets LP-GP Network.

Leyland OtterMerseyside

Pension Fund

Jérôme LeyvigneBlackRock

Duncan HaleTowers Watson

George Finnie Strathclyde

Pension Fund

Gershon CohenAberdeen Asset

Management

Hamish de RunHermes GPE

Vishnu AmbleE.ON

Andrea EchbergPantheon

www.lpgpforum.com/infrastructure

Join an exclusive circle of industry leaders...

... and hear from established and new institutional investors

...in a private club environment

Connect with 50 active LPs...

PartnersGroup

Churchof EnglandPensions Board

PZU

Norges BankInvestment

Management

CPPIB

RussellInvestments

SyntrusAchmea

Pantheon

European Investment Bank

WilshirePrivateMarkets

Nestlé CapitalManagement

OFI AssetManagement (France) London Pension Fund Authority

FERIGroup

AlpInvest

Unigestion SA

AP Fonden 4

ABP Stichting Pensioenfonds

GE Capital

John Laing Pension Trust

BP InvestmentManagement

AP 6 PensionFund

Thales UKPensionScheme

GjensidigeForsikring

ASA

Killeen Group

SVG Group

SL CapitalPartnersMubadalaPGGM

Swiss Life

Church Commissioners for England

HermesInvestment

Management

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Aviva

KLM

EskomPension andProvident Fund

MichiganDepartmentof Treasury

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NationwidePension Fund

UniversitiesSuperannuation

SchemeOTPP

BNY MellonAsset Managment

AllianzCapital

PartnersPensionProtectionFund

MerseysidePension Fund

HarelInsurance

InvestmentsAbu DhabiInvestment Authority

Governmentof SingaporeInvestmentCorporation

Tesco

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NationalPensionsReserveFundIrelandCDC GROUP

KuwaitInvestmentAuthority

SWEDFUNDInternational AB

Selected LPs from last year’s AltAssets Infrastructure LP-GP Forum.

Address the issues that matter...Provisional Agenda

An assessment of the benefits to all stakeholders of increased private investment in infrastructure assets and the value of clearly-defined government support

Are investors overlooking the most attractive opportunities?

REGISTRATION AND NETWORKING BREAKFAST8.15

9.00

9.40

10.00

KEYNOTE PRESENTATION: THE ROLE OF PRIVATE CAPITAL IN THE GROWTH OF GLOBAL INFRASTRUCTURE

PRESENTATION: THE IMPACT OF SCALE AND EXPERIENCE

LP OUTLOOK PANEL: WHAT IS THE OUTLOOK FOR THE INFRASTRUCTURE ASSET CLASS AND WHAT DEVELOPMENTS DO LPs WANT TO SEE?

How does an experienced infrastructure fund manager consistently outperform on a risk-adjusted basis?

• How is the role of infrastructure within the institutional investor portfolio developing?• Which categories of investors are allocating the most to infrastructure and what is driving their investment decisions?• How are new institutional investors being attracted to the infrastructure asset class?• How will the mix between fund investments, co-investments and LP direct investments change going forward?• What major changes are on the horizon for the industry and what will LPs be discussing in five years from today?

NETWORKING BREAK

11.35

11.1510.45

FUND MANAGER SELECTION PANEL: HOW DO LPs DECIDE WHEN AND WHICH MANAGERS TO BACK?

PRESENTATION: INFRASTRUCTURE DEBT – HOW DOES IT FIT IN THE MIX?

• What do LPs perceive to be the key differences between high-performing fund managers and laggards?• How does the fund manager selection process differ for infrastructure funds compared to private equity, venture, real estate or debt funds?• What can fund managers do to align interests more closely with LP requirements?• What has been the experience of LPs that invested directly and what warnings need to be heeded by LPs who are considering building in- house direct investment capabilities?

What are the opportunities for infrastructure debt funds and how relevant are they to LP investment strategies?

13.30

14.15

15.30

16.15

17.00

17.15

15.10

SPECIALISATION PANEL: WHAT ARE THE OPPORTUNITIES ACROSS SECTORS AND GEOGRAPHIES?

INFRASTRUCTURE FINANCE PANEL: WHAT IS HAPPENING TO PRICING AND SUPPLY?

GP PANEL: FUNDRAISING FOCUS: WHAT SHOULD BE IN THE TOOLKIT?

INVESTOR PANEL: CREATING VALUE & GENERATING SUPERIOR RETURNS

CHAIR’S WRAP UP: CONNECTING WITH LPs AROUND THE WORLD

PRESENTATION: ASSESSING DEVELOPING MARKETS

• What are the perceptions of risk/return characteristics of investments across sectors and geographies?• Why are the industry’s most prolific institutional investors extending their activities so eagerly to Asia?• How do the opportunities in Europe compare to Africa and Latin America?• What skills and resources do LPs or their advisors need to tap into sector-specific or emerging market opportunities?

• What capital structures prevail in the market today and what new variations are being seen?• Who are the suppliers of capital and on what basis do they compete for deals?• How are developers financing deals?

• Have all the brand names established themselves or is there still scope for firms to present themselves as market leaders?• How do relatively new fund managers get the attention of LPs?• What are successful fundraisers doing right that laggards are failing to do?• How can an effective communications strategy re-invigorate a stuttering fundraising campaign?

• To what extent do fund managers differentiate themselves by their value-creation approach?• How do LPs perceive the value created by GPs and what do they regard as a fair price to pay for it?• What is the most successful format for a successful partnership between LP, GP and developer and how will the dynamics between the three parties develop going forward?

NETWORKING BREAK

NETWORKING RECEPTION

14.55

NETWORKING LUNCH AND INVESTOR ROUNDTABLES 12.20

Understanding the importance of getting the valuations right on both entry and exit

13.15 PRESENTATION: ASSESSING THE IMPACT OF VALATIONS ON RETURNS ...via group discussions and 1-to-1 meetings

Places at the Infrastructure LP-GP Forum are restricted to 50 LPs, 50 GPs and selected developers and financiers.All previous AltAssets Forums have been heavily oversubscribedPlease note that applications to participate are assessed according to criteria defined by AltAssets and the LP advisory board. Service providers may attend only if they are approved as event partners.

Delegate RoleFEE

Early-bird* Standard

General Partners & Developers £1,250 + VAT*

£1,500 + VAT*

GP Priority Connect (3 delegates + membership of the LP-GP Network + personalised assistance in arranging one-to-one meetings with LPs at the Forum)

£4,000 + VAT*

£4,500 + VAT*

Funds of funds managers & Family offices

£1,250 + VAT*

£1,500 + VAT*

Pension funds, Endowments, Foundations & SWFs By invitation By invitation

Service Providers Subject to approval

Subject to approval

8 October 2015 London

5TH ANNUAL EVENT

* Value added Tax of 20% is applicable for all delegates

* Early-bird price ends 30th July 2015

Connecting LPs & GPs worldwide

CONTACT USasharma@AltAssets.net www.lpgpforum.com/infrastructure+44 (0)20 7749 1293 Speak to Ms Anu Sharma

LP-GP ForumINFRASTRUCTURE

Tell us who you want to meet and we will help make it happen

50 LPs

LP PANEL DISCUSSIONS

HIGH

IMPACT NETWORKING

1-TO-1 MEETINGS

INVESTOR ROUNDTABLES

50 GPs