1. PRIVATE
PLACEMENT
INFRASTRUCTURE
INVESTMENT
OPPORTUNITIES
With
InduStreams
-­‐
June
2012
contact@industreams.com
www.industreams.com

2. Overview
Why
What
How
• Opportuni.es
to
invest
• LP
and
strategic
• We
would
like
to
know
in
quality
infrastructure
partnerships
in
global
what
preferences
you
and
related
assets
and
regional
might
have
and
what
otherwise
not
available
infrastructure
and
proposi.ons
you
have
in
the
market
energy
related
funds
interest
in
• As
LP
access
to
funds
(e.g.
Europe
based)
• We
have
several
with
target
returns
of
• Typical
size
per
closing
opportuni.es
on
hand
10%
to
20%
and
above
anywhere
from
$250
already
that
we
can
while
retaining
limited
million
to
$1bn+
present
and
progress
liability
and
no
resource
• Underlying
assets
with
deployment
anything
from
sector
• Engagement
is
risk
free,
• As
strategic
partner
specific
to
general
we
ask
no
fees
of
LP’s
access
to
direct
infrastructure
funds
and
are
happy
to
investments
and
market
• Inves.ng
along
side
discuss
what
might
development
otherwise
other
Chinese
and
non-­‐ have
interest
to
you
–
not
available
Chinese
well
known
no
strings
aVached
investors
contact@industreams.com
www.industreams.com

3. The
private
placement
opportunity…
§ Infrastructure
investments
are
rapidly
gaining
popularity
with
some
of
the
worlds
biggest
ins.tu.onal
and
private
funds
§ Typical
investment
horizon
long
and
amounts
involved
typically
very
substan.al
§ Private
placement
funds
(private
equity)
allow
investors
access
to
this
asset
category
and
allows
for
shorter
investment
horizons
§ Typical
target
returns
10-­‐20%,
but
also
several
with
higher
return
target
range
§ Sectors
include
oil
and
other
resource
distribu.on
related
facili.es,
alterna.ve
energy,
port
and
transporta.on
infrastructure,
prime
property
and
social
infrastructure
to
men.on
just
a
few
§ Window
of
opportunity
per
fund
typically
limited
as
the
inherent
nature
of
such
funds
make
them
private
and
exclusive
to
a
limited
number
of
cons.tuents
§ Some
limited
partners
seek
a
strategic
fit
to
further
leverage
their
own
posi.on
in
the
market
whilst
puZng
their
capital
to
work
§ Others
o[en
non-­‐industry
related
funds
or
private
individuals
are
simply
looking
for
investment
opportuni.es
with
high
return
poten.al
and
without
the
liability
and
resource
requirement
that
normally
follow
such
opportuni.es
contact@industreams.com
www.industreams.com

4. …with
InduStreams
§ InduStreams
is
a
company
and
a
network
with
more
than
1,000
execu.ves
in
the
infrastructure
sector
with
typical
background
with
industrials
(such
as
ports,
operators,
resource
companies
etc),
ins.tu.onal
or
private
funds
§ Towards
the
vision
of
making
the
infrastructure
markets
more
connected
InduStreams
also
facilitate
private
placement
opportuni.es
to
investors
with
appe.te
to
take
up
a
limited
partnership
role
and
in
some
cases
a
strategic
role
in
the
fund
as
well
§ The
nature
of
private
placement
makes
it
a
challenge
for
many
funds
and
poten.al
investors
to
connect
at
the
right
.me
§ Many
come
to
InduStreams
for
help
with
iden.fying
poten.al
investors
or
relevant
funds
within
the
infrastructure
space
§ In
par.cular
our
strong
base
in
China
and
Europe
has
enabled
us
to
facilitate
opportuni.es
that
might
otherwise
have
been
hampered
by
the
distance
and
cultural
differences
between
these
two
markets
§ InduStreams
is
normally
contracted
by
the
infrastructure
fund
itself
as
an
actual
placement
agent
meaning
no
fees
to
be
paid
by
poten.al
investors
contact@industreams.com
www.industreams.com

5. General
Infrastructure
Fund
(Example
1)
Sector
focus
Single
EU
country
focus
on
prime
infrastructure
with
exis.ng
opera.ons
and
stable
cash
flows
(gas
distribu.on,
broadband
(fiber),
airports
etc.)
Target
return
10%+
and
dividend
guarantee
Value
generaKon
Dominant
posi.on
in
infrastructure
inves.ng
in
the
country.
Superior
access
to
key
private
and
government
priva.za.on
and
acquisi.on
opportuni.es.
Typical
size
per
closing
€1+
billion
contact@industreams.com
www.industreams.com

6. Sea
Port
Fund
(Example
2)
Sector
focus
General
cargo
terminals
in
developing
countries
with
focus
on
La.n
America
and
China
Target
return
15%+
Value
generaKon
Joint
venture
with
domina.ng
cargo
owner
and
shipping
line
in
the
sector
providing
large
pipeline
of
investments
and
base
volume
Typical
size
per
closing
$250
million
contact@industreams.com
www.industreams.com

7. Oil
FaciliKes
Fund
(Example
3)
Sector
focus
Oil
distribu.on
facili.es
with
focus
on
growth
markets
Target
return
15-­‐20%
Value
generaKon
Strategic
partnership
with
industrial
that
has
extensive
client
network
among
which
many
are
project
or
exis.ng
facility
owners
Typical
size
per
closing
$500-­‐750
million
contact@industreams.com
www.industreams.com

8. AlternaKve
Energy
Fund
(Example
4)
Sector
focus
Proven
technologies
within
alterna.ve
energy,
especially
solar
and
wind,
global
scope
with
EU
as
key
market.
Target
return
15-­‐17%
(with
leverage),
18-­‐20%
with
tax
op.miza.on.
Value
generaKon
Carve-­‐out
from
major
bank,
track
record
of
performance
on
large
scale
EU
projects
Typical
size
per
closing
Up
to
€2
billion
contact@industreams.com
www.industreams.com

9. Trophy
Property
Fund
(Example
5)
Sector
focus
Historical
and
trophy
property
in
the
US,
UK,
Switzerland
and
Italy.
Target
return
8-­‐11%
Value
generaKon
Niche
market
with
focus
on
landmark
buildings
in
ultra
liquid
markets,
low
risk
strategy
with
25%
of
typical
porgolio
in
development
projects
without
“urbanis.c”
risk.
Typical
size
per
closing
$7.5
billion
poten.al
investment
volume
for
2012-­‐15
contact@industreams.com
www.industreams.com

10. Risk
free
engagement
We
talk
to
new
funds,
investors
and
industrials
every
week
and
as
policy
are
commiVed
to
listening
to
anyone
who
wishes
to
further
explore
the
possibility
to
invest
in
or
seek
investors
for
the
infrastructure
market
–
no
strings
aVached!
Our
primary
objec.ve
is
to
provide
access
to
opportuni.es
that
might
otherwise
not
be
available
to
you
and
your
company.
If
such
opportuni.es
might
be
relevant
to
you
or
your
company
we
encourage
you
to
reach
out
to
any
of
our
representa.ves
or
on:
contact@industreams.com
contact@industreams.com
www.industreams.com

11. Disclaimer
This
presenta.on
is
issued
for
informa.on
purposes
only
and
does
not
cons.tute
an
agreement,
offer,
obliga.on
or
invita.on
to
enter
into
transac.ons
or
investment
business.
With
this
presenta.on,
INDUSTREAMS
LIMITED
does
not
act
in
any
way
as
your
advisor.
This
presenta.on
is
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intended
as,
nor
should
it
be,
a
subs.tute
for
consul.ng
with
INDUSTREAMS
LIMITED.
Whilst
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presenta.on
has
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sources
believed
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be
reliable,
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informa.on,
views
and
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expressed
in
this
presenta.on
are
provided
as
of
the
date
of
this
presenta.on
and
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or
implied)
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or
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rela.on
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reliability
or
completeness
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herein
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in
the
appendices
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this
presenta.on.
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LIMITED
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or
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third
party
for
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eventual
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you
may
incur,
caused
by
the
informa.on
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in
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presenta.on
and
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appendices.
contact@industreams.com
www.industreams.com