Focusing on Water from an Investment, Finance and Innovation perspective, our aim is to provide a platform of opportunity for key stakeholders to network, exchange investment opportunities and explore new technologies.
Session One: The Water Challenge
Only 3% of the 1.4 billion cubic kilometres of earth's water is drinkable, fresh water. On a global basis, 70% of water is used for agriculture irrigation, 22% is used for industries, and 8% is used by households. At current rates of growth, demand for water may exceed supplies by 40%, and by 2030, around 47% of the world's population will be living in areas of high water stress.*
Governments are going to need to find US$75 trillion in order to finance investment in key water infrastructure by 2013, according to the
OECD, while the UN estimates that the total annual spending on water
infrastructure by developing countries needs to more than double, from
$75 billion currently to $180 billion.
08:50
Welcome Address and Opening Remarks
Henry Hely Hutchinson, Managing Director, Euromoney Water Events
09:00
Chair's Opening Remarks
Kyung-Ah Park, Managing Director, Head of Environmental Markets Group, Goldman Sachs
09:20
"Water Risk Nexus" — Managing competing demands for water
The challenge of managing the gap between supply and demand for an ever growing population and an increase in industrial activity resulting in additional stresses. How will we meet the global challenge to water sustainability?
Senior representative, UNEP & UNEP-FI
09:40
Water Collaboration: Public, Private and Investment
Finding common goals and identifying the intersection
between parties' interests and the complexity of cross
sector partnerships requires scalable water collaborations.
Marianne Wenning, Director 'Quality of Life, Water & Air'
DG Environment, European Commission
10:00
Water Risk Mitigation - Who are the biggest consumers of water?
The changing dynamics of water consumption and the
challenges created in evaluating water supply risks.
Reporting accurate corporate water risk to investors while
building resilience strategies is essential.
10:20 Questions
10:30 Morning Networking Break
Session Two: The Water Investment Opportunity
The global water industry is currently a $460 billion market
1. The assets of funds focused on water and specialist water funds nearly doubled from just over $12 billion in 2010 to nearly $24 billion in 2011
2. Analysts believe that could reach $50 billion by 2015. The size of the water market is estimated to be US$500 billion per year and growing by 6% annually
3. From March 2009 through to February 2013, the S&P Global Water Index posted a cumulative total return of 177%, compared to 176% and 104%, respectively, for the S&P 500 Index and S&P 500 Utilities Index. In the near-term, the 2014 estimated earnings growth rate for the S&P Global Water Index is 15.48%, compared to 10.88% and 4.42% for the S&P 500 Index and S&P 500 Utilities Index
4. Chaired by Saud Siddique Executive Chairman Odyssey Capital
11:00
Water Investment Models
Key attractions and pivotal factors in evaluating the investment characteristics in the water sector and how do you categorise the investible water universe?
Saud Siddique, Executive Chairman, Odyssey Capital
11:10
Water Investment Funds
Mapping diversified water-related investment opportunities and tracking the water markets. Investing in water opportunities through ETFs, mutual funds and unit investment trusts.
Hugo Rogers, Fund Manager, Specialist Global Equities — Water and Agriculture, F&C Investments
11:20
Water Investment Opportunities
Assessing the water supply and demand imbalance while searching for suitable water-related investments in developed and developing markets.
Noel O'Halloran, Director-Chief Investment Officer, Kleinwort Benson Investors
11:30
Water Investment Returns
Seizing the opportunity arising from the water sustainability challenge. Evaluating water sector performance vs. global markets and understanding the risk, challenges and returns of water investment.
11:40 The Water Investment Panel Session — A Focus on Funding Innovation
Additional panellists:
Matthew J. Diserio, Cofounder and President, Water Asset Management
David Lloyd Owen, Managing Director,Envisager Limited
12.30 Networking Lunch
Session Three — Water Infrastructure Finance
13:40 - 13:50
Chair's Opening Remarks
Betsy Otto, Water Initiative Director, World Resources Institute
13:50 - 14:00
Water Finance Models
Meeting the water finance challenges and applying appropriate financing models to bridge the funding gap.
Elena Bourganskaia, Global Head Water Municipal Infrastructure, International Finance Corporation
14:00 - 14:10
Public Private Partnerships - PPP's
Benchmarking best practice in managing PPP's and understanding innovative financing initiatives, with clear stakeholder engagement and risk mitigation strategies.
14:10 - 14:20
Regulatory Frameworks Finance
Impact of regulatory frameworks on access to finance and increasing private sector investment.
Monica Scatasta, Head of Water and Waste Management Division, European Investment Bank
14:20 - 14:30
Global Water Finance Collaboration
Developing international collaborations for financial and operating performance improvement programmes in order to incentives efficient water use.
Jean-Patrick Marquet, Director of Municipal and Environmental Infrastructure, European Bank for Reconstruction and Development
14:30 - 14:40
Water Finance Opportunities
What is the market opportunity for water privatisation? Where are the project finance opportunities in Infrastructure, wastewater treatment and desalination?
Tim Romer, Managing Director (PSI) Banking Group, Goldman Sachs
14:40 - 15:30
Water Infrastructure Finance - Panel Session — The Future of Water infrastructure Finance
Additional panellists:
Kirsty Jenkinson, Director, Markets Enterprise Program, WRI
Matthew J. Diserio, Cofounder and President, Water Asset Management
Saud Siddique, Executive Chairman, Odyssey Capital
15:30 — 16:00
Afternoon Networking Break
Session Four — Corporate Water Risk Management
Chaired by Cate Lamb, Head of Water, CDP
16:00 - 16:10
Water Sustainability Water Disclosure
What is the business case for water disclosure? How do you identify water-related business risk and build resilience to maintain and increase competitive advantage?
Cate Lamb, Head of Water, CDP
16:10 - 16:20
Water Risk Mitigation — Investor Perspectives
Evaluating water risk is the first step to mitigating it. Addressing the risks and opportunities associated with water and demonstrating progress and good practice to external stakeholders.
David Lloyd Owen, Managing Director, Envisager Limited
16:20 - 16:30
Water Stewardship Management Strategies
What is the potential economic impact of water management? How do you develop systems and embed technologies to mitigate water-related risk while identifying new market opportunities and create shareholder value?
Chris Matthews, Head of Sustainability, United Utilities (Business in the Community — Water Task Force)
16:30 - 16:40
Embedded Water: Managing water in the supply chain
How do we promote sustainable water management in the supply chain? Monitoring and minimising risks in the supply chain and building preventive and corrective action plan for identified risks
Paul Crewe, Head of Engineering, Sustainability, Energy and Environment, Sainsbury's
16:40 - 17:30
Corporate Water Risk Management - Panel Session
Additional panellists:
Richard Colback, Senior Operations Officer, Resource Efficiency Team (Water), IFC
Betsy Otto, Water Initiative Director, World Resources Institute
Ivo Mulder, Head of Water, UNEP FI Joppe Cramwinckel, Water Programme Director, WBCSD
17:30
NETWORKING RECEPTION
Join M2W Evening Networking Reception at the Sky Bar, an exclusive penthouse-level bar with rooftop terrace offering beautiful views over St Paul's Cathedral.
Day 2 8 May 2014
Session Five — Water Innovation - Water Utilities
Deteriorating infrastructure and a lack of funding for maintenance are driving a need for innovation. The situation is much the same in the rest of the developed world, while the developing world faces an infrastructure gap.
Implementing modern, energy-efficient smart water technologies creates opportunities for reducing the energy cost associated with producing and delivering drinking water. Smart control systems that integrate pumping cycles with changing electricity tariff structures can improve the energy efficiency of distribution systems through automated intelligent control. There is clear evidence that these changes can help utilities realise savings and increased efficiencies. US$12.5 billion of savings are available to utilities by using a combination of smart water solutions.
08:50 — 08:55
Introduction And Welcome Remarks
Neemish Ladwa, Business Manager — Euromoney Water Events
08:55 — 09:00
Day Two — Chair'S Opening Remarks
Mark Lane, Chairman, British Water and Consultant to Pinsent Masons LLP
09:00 - 09:10
Water and Wastewater Infrastructure Innovations
The challenges of aging water and waste water infrastructure combined with a requirement for building new sustainable systems incorporating innovations.
Senior Representative, United Utilities
9:10 - 9:20
Smart Water — Metering — Big Data and Analytics
Strategies for building a smart water architecture and the role of smart networks and data in water management with the implementation of next generation technologies.
9:20 - 9:30
Water Reuse and Alternative Water Sources
Solving challenges and creating opportunities for water reuse and exploration of technology to secure clean and safe water. Innovative practical concepts for alternative water sources and supply.
David Essex, General Manager, Water Strategy & Innovation, Severn Trent Water
9:30 — 9:40
Water Filtration and Desalination
Advanced water and wastewater filtration membrane technology and improved chemical treatment. Desalination innovations and technology: Reverse or Forward Osmosis and nanotechnology, membrane chemistry or carbon nanotubes.
9:40 - 10:30
The Water Innovation Panel Session — Next Generation Water Infrastructure and Utilities
Additional panellists:
Lueder Garleff, Energy Manager, Hamburg Water
Robert Schroder, Policy advisor at DG Environment, European Commission
Xavier Leflaive, Head of Water Unit, OECD
Thomas van Gilst, Senior Water Sector Economist, EIB
10:30 - 11:00
Morning Networking Break
Session Six - Water, Waste and Energy
11:00 - 11:10
Energy and Resource Recovery
Tapping into the energy potential contained in wastewater, while driving energy efficiency strategies to reduce cost and create revenue streams by recovering valuable by-products.
Lueder Garleff, Energy Manager, Hamburg Water
11:10 - 11:30
The Debate - Water Rights, Trading and Pricing
Lively debate around investing in water rights and the sustainable economics of water trading. What are the future trends of water pricing strategy that encourage efficiency and investment?
11:30 - 12:30
Opening presentation - Market Opportunities for Water Rights and Trading
Matthew J. Diserio, Cofounder and President, Water Asset Management
Panellists:
Neil Corrigall, Regulation & Business Strategy Manager, Severn Trent Water
Monica Scatasta, Head of Water and Waste Management Division, European Investment Bank
Elena Bourganskaia, Global Head Water & Municipal Infrastructure, International Finance Corporation
Joppe Cramwinckel, Water Programme Director, WBCSD
Thomas Chiramba Chief, Freshwater Ecosystems Unit, UNEP
12:30-13:40
Networking Lunch
Session Seven — Water Innovation - Water Energy Food Environment Nexus
13:40 - 13:50
Water Innovation — Water Energy Food Nexus
What are the efficiency gains in the water energy food nexus that bring significant opportunities? Reducing energy consumption and driving water efficiency is the strategy collaborative?
Damian Crilly, International Water Association
13:50 - 14:00
Water Innovation — Agriculture
Technology and innovation transfer from other sectors into the food supply chain. Adaptive innovations in water storage, precision irrigation, smart management and efficient use of irrigation water, through water filtration/reuse and wastewater processing technologies.
Senior Representative, SAB Miller
14:00 - 14:10
Water Innovation — Energy
Electricity generation consumes water to process raw materials, cooling and maintaining the plant, or to generate electricity itself. Thermoelectric generation is expected to increase, putting more strain on water supplies. Innovation is essential to meet future energy demands while sustaining water supplies.
Laurent Bellet, Water & Energy Specialist, EDF
14:10 - 14:20
Water Innovation — Oil, Gas, Shale and Mining
The global mining water treatment market is predicted to surge to $13.6 billion by 2014 and water treatment in the oil sector is expected to reach $9.9 billion by 2025. Water is integral to shale gas which is a rapidly expanding market, estimated to be worth up to $100 billion in the United States.
14:20 - 14:30
Pollution and Environmental Sustainability
Reducing wastewater pollution through technologies with clearly defined environmental impact strategies aligned with sustainable water programmes.
Thomas Chiramba Chief, Freshwater Ecosystems Unit UNEP
14:30 - 15:10
Water Innovation Panel Session - Water Energy Food Nexus
Panellists:
Diego Rodriguez, Program Manager, World Bank
Anup Jagwani, Principal Investment Office, IFC
Joppe Cramwinckel, Water Programme Director, WBCSD
Robert Schroder, Policy Advisor, DG Environment, European Commission
15:10 — 15:40
Afternoon Networking Break
Session Eight — Funding the Future of Water Innovation
15:40 - 16:10
Water Innovation Investments and Finance
The case for water innovation and investment, corporate water stewardship and driving efficiency, with the need to build investor confidence in water investments.
16:00 - 16:30
Building a Value Chain for Water Tech Investment
Identifying market opportunities, early cycle, late cycle and defensive business models, and building a business case for investment.
Jonathan Taylor, Vice-President, European Investment Bank
16:30 - 16:45
Chairman's Closing Remarks and Round Up
Mark Lane, Chairman, British Water and Consultant to Pinsent Masons LLP
16:45
Money2Water Farewell Closing Drinks
