The objective of the Port Investment & PPP Course – taking place in London on 13-15 June - is to provide participants with a thorough understanding of how Port and Terminal Projects are developed from Concept to Financial Close. The course is organised by Port Finance International, the leading online news portal and community for the latest developments in port investment and operations, and hosted by MTBS, the leading port and terminal strategy and transaction advisory.

 

The course will provide participants with an overview of a full-cycle port investment assessment. Steps in this assessment are connected to the relevant stages of port investments: Strategy Formulation, Project Valuation, Transaction Documents/Procedures and Investment Financing. The positions of the relevant stakeholders in port- and terminal development are covered thoroughly, including Governments, Port Authorities, Terminal Operators, Shipping Lines, Equity Investors and Banks.

 

Modules
The training course provides participants with a complete overview of the overall cycle of port investment analyses.

 

Materials
Participants are provided with a step-by-step approach to prepare the most suitable Public Private Partnership structure, a Business Case, Concession Contract and a Financing Scheme.

  • Course planning
  • Case studies
  • Handouts for all modules
  • Additional reading

Each training day will run from 9am - 5pm and all materials, refreshments and lunch are included in the course fee. There will be an (optional) course drinks on the second night. Plenty of time will be set aside throughout the training programme to review the things you have learnt and reflect within the group. There are follow-through actions to continue your development and encourage post-course contact between delegates and course leaders.

 

Day 1

09:00 - 09:30 REGISTRATION 

09:30 - 12:00 INTRODUCTION

  • Course Organisation
  • Basic Concepts
  • Industry facts
  • Trends

13:00 - 15:00 MODULE 1: PORT STRATEGY & PPP

  • Industry performance
  • Management Models
  • Case Studies

15:00 - 16:00 GUEST SPEAKER

  • Andrew Webster, Partner, JLT Specialty

18:00 - 20:00 NETWORKING DRINKS at Devonshire Terrace
Hosted by JLT Specialty

  

Day 2

09:00 - 12:00 MODULE 2: BUSINESS CASE

  • Traffic Forecasting
  • Financial Modelling
  • Economic Cost-Benefit Analyses

13:00 - 16:00 MODULE 3: FINANCING

  • Public & Private Funding 
  • On-Balance & Off Balance
  • Case Studies

16:00 - 17:00 GUEST SPEAKER

  • William Holme, Vice President - DNB Bank

  

Day 3

09:00 - 10:30 MODULE 4: TRANSACTIONS

  • Risk Analyses
  • Concession Contract
  • PPP Procurement
  • Case Studies

10:30 - 12:00 GUEST SPEAKER

  • Matthew Gore, Partner - HFW

13:00 - 15:00 MODULE 4: TRANSACTIONS

  • Tender Process

15:00 - 17:00 WRAP-UP /Q&A

 

Who is it for?
The Port Investment & PPP course is developed as a tool for capacity building on three levels:

  • Corporate Level
    Managers and staff, members of public and private bodies involved in port and terminal developments (both entry level and mid-management)
  • Executive Level
    Executives (private) and policy makers (public) of ports in transition** Ports which are planning on involvement in port institutional reforms, including concessioning and privatisation
  • Academic Level
    University students, academic researches
     

Prerequisites
For optimal results, a certain level of experience is expected. The participants are required to:

  • Speak English
     
Class sizes are limited to a maximum of 25 participants.

 

 

About the trainers

 

Robert Schot is Manager for MTBS and is specialized in the fields of port transactions, financial modelling, economic impact analysis, business case analysis, project finance and PPP structuring. He has gained experience through numerous port and shipping related projects executed worldwide. For public authorities, he has been involved in the preparation and implementation of various large port privatisation deals. Main services provided are related to the structuring of the transaction and procurement strategy, preparation of tender documents, bid evaluations and advising clients in their negotiations with private bidders. Also on behalf of private companies, he assisted clients in the preparation of their bids, with a focus on financial modelling and financial engineering services. Besides transaction/financial advisory skills, specific experience was acquired in the field of structuring and developing port concession contracts, defining optimal risk allocation schemes, project bank ability assessments and commercial/financial due diligences. Mr Schot is also an experienced Port PPP trainer and has provided various training courses to port specialist both in the Netherlands as well as abroad. Mr Schot has obtained a university degree in Business Administration (MSc.) at the Erasmus University Rotterdam, the Netherlands. He also passed Level 1 of the CFA (Chartered Financial Analyst) Exam.

 

Reinout Polders is a senior consultant at MTBS. He has extensive experience with port advisory projects. His main expertise is focused on financial and economic valuation of port (PPP) projects. He passed Level II of the CFA exam and is a 2017 Level III Candidate in the CFA Program. He is a trained financial modeler and has also developed multiple traffic forecast models. Reinout Polders has working experience in Africa (South Africa, Nigeria, Kenya, Ethiopia and Somaliland), the Middle East (Saudi Arabia and Egypt) and Europe (Slovenia, UK and Ireland).

 

Matthew Gore is a Partner at Holman Fenwick Willan LLP. He focuses on transactional corporate and commercial law with a particular emphasis on the ports, transport and logistics sectors. He has experience of a wide range of high value international corporate and commercial transactions, including share acquisitions and disposals; business and asset transfers; corporate and operational joint ventures; sector specific corporate, commercial and regulatory advisory work; and commercial contracts.

 

William Holme, Vice President, Shipping, Offshore & Logistics, DNB Bank. William graduated from Durham University in 2008 with a Bachelor Degree in History and now has 8 years corporate banking experience in the maritime and infrastructure sectors based in London, first at Banco Santander and for the last 6 years at DNB Bank ASA. Initially he was focussed on international ship finance, but more recently has worked exclusively on the financing of global maritime infrastructure in the form of deepsea ports and terminals. Over the past few years William has played a role in multiple successfully completed transactions across a wide range of jurisdictions. William is actively involved throughout the financing process, initially working with clients to create optimal financing structures to suit their needs and then throughout until execution. Historical transactions include both commercial bank debt and capital markets facilities, as well as numerous combinations of both.

 

About the Partners

 

Maritime & Transport Business Solutions - MTBS is an international finance and strategy advisory firm, offering entrepreneurial business solutions to clients in the maritime and transport sector. MTBS specializes in ports and terminals, and provides leading expertise in the areas of strategy, valuations, transactions and finance. The firm combines its market sector knowledge and state-of-the-art financial competences into one value proposition: "4P: innovative solutions for Port Public Private Partnerships". Its specialization has made MTBS a global market leader in ports and terminals, including logistic centres, inland ports, free zones, export processing zones, inland waterways and related transport industry players. MTBS has a broad and active global portfolio of strategy and transaction advisory mandates for leading Port Authorities and Terminal Operators.

 

Standard Delegate Fee: €2750

*15% for multiple bookings (2 or more delegates booked at the same time)

 

Only one discount may be applied to any booking - PFI will apply the greater discount.

 

Venue
JLT Specialty Limited
The St Botolph Building,138 Houndsditch, EC3A 7AW London, United Kingdom

Accommodation
We have special accommodation rates available from 13 - 15 June at Grange City hotel, London. Please quote the code '130517B' for the special rate and please book early as rooms are subject to availability. 

Executive room GBP 240

  • Please note that the above room rates are inclusive VAT, per room per night basis
  • The above quoted rates are inclusive of English breakfast at the hotel
  • The above room rates are non-commissionable
  • Executive Rooms will be offered subject to availability on arrival
  • Please note when booking the accommodation your credit card details will be taken as a guarantee.

Reservation telephone: +44 (0) 20 7863 3700
Email: city.reservations@grangehotels.com

Address: Grange City Hotel, 8-14 Coopers Row, London EC3N 2BQ

Visa: 
Please note that Port Finance International cannot assist you with applying for or obtaining visas. For information about visa requirements and application procedures please contact your local Embassy or Consulate.

 

Summits
International
31 January 2023
PFI Port Finance Summit
Mexico City
14 May 2020
PFI Port Finance Summit
Rio de Janeiro
13 June 2019
PFI Port Privatization Forum Rio