Lara Abrams Communications

Water Finance & Investment Summit Ends Today

Thursday, November 9th, 2006

WATER FINANCE & INVESTMENT SUMMIT ends TODAY
Presented by Financial Research Associates, LLC, PRINCETON CLUB, NEW YORK CITY

Conference Overview
Focused on the clean water supply and waste water treatment sectors of the water industry, FRA’s Water Finance & Investment Summit is designed to meet both the needs of water company executives and Wall Street’s newly emerging and rapidly accelerating interest in the water industry.
➢ Day one of the Summit focuses on investment opportunities in the water markets.
➢ Day two of the Summit is dedicated to financing trends, challenges, and partnership opportunities.
Attendees may register for one or both days of the summit.
Important topics this conference will cover include:
➢ Identification and analysis of growth markets
o Water rights and water assets stocks
o Water reuse programs
o Water quality trading
➢ Regulatory update and key legislative initiatives impacting the water industry
➢ Global market opportunities
➢ Key financial considerations for success in the water industry
➢ Water company executive presentations
➢ Exploring public-private partnerships
o Capital expenditure requirements for infrastructure development
o Capital raising strategies and trends
o Meeting evolving service expectations
➢ Key opportunities for technology innovation in water
o Converting emerging water contamination problems and strict environmental standards into opportunities
o Desalination
o Reverse osmosis
o Specialty water treatment

Final Agenda
DAY ONE: INVESTMENT OPPORTUNITIES IN WATER AND WASTEWATER
WEDNESDAY, NOVEMBER 8, 2006

8:00 – 8:45 Registration and continental breakfast for workshop attendees

8:45 – 9:00 Chairs’ Welcome
Chairperson:
Roger D. Feldman
ANDREWS KURTH LLP

9:00 – 10:00 EXECUTIVE ROUNDTABLE DISCUSSION
Exploring Investment Opportunities in the Water and Wastewater Markets
This executive roundtable will identify and analyze the hottest growth sectors of the water industry today and for the coming years ahead. The discussion will focus on the ways in which investors can invest in water markets. Topics will include:
• Development of the public & private equity water markets
• Water infrastructure needs and financing challenges
• Public ownership and development of water rights
• Outlook and benchmarks for private equity investments
• What makes for good water and wastewater investments

Executive Panelists:
Stephen J. Hoffmann, Managing Director
WATERTECH CAPITAL
William S. Brennan, Sr. Portfolio Manager,
PRAETOR GLOBAL WATER FUND-LUXEMBURG
and Managing Director-Director of Equities, BOENNING & SCATTERGOOD
Moderator:
C. Wesley Strickland, Partner
HATCH & PARENT, A LAW CORPORATION

10:00– 10:45 Regulatory Update and Key Legislative Initiatives Impacting the Water Industry
Gain valuable updates on EPA regulatory and policy initiatives and activities. Plus, get up-to-speed on major legislative developments at the state level, and learn about the latest water quantity and quality issues before the state and federal courts.
Speaker:
R. Timothy Weston, Partner
KIRKPATRICK & LOCKHART NICHOLSON GRAHAM LLP

10:45 – 11:15 Refreshment break

11:15– 12:15 Elements of Successful Private Equity Investing
Focused on how to create value through private equity investments in water, this session reviews:
• The role that size plays in the water industry
• Fragmentation of the water sector
• Privatization trend
• “Integrated build-up solutions” designed around the end-user
• The major influences driving growth in water companies

Panelists:
Christoph Lueneburger, Principal
3STONE ADVISORS LLC
Jeff Czarniak, Portfolio Manager
TERRAPIN ASSET MANAGEMENT, LLC
Moderator:
Nicholas R. Parker, Co-founder & Chairman
CLEANTECH CAPITAL GROUP LLC

12:15 – 1:30 Luncheon

1:30 – 2:15 EXERGY TECHNOLOGIES
Water Company Presentation
Speaker:
Azita Yazdani, President and CEO
EXERGY TECHNOLOGIES CORPORATION

2:15 – 2:45 Comprehensive Water Conservation Planning
Speaker:
Pam Malone, VP, Strategic Development, Water and Public Power Systems
ITRON, INC.

2:45 – 3:00 Refreshment break

3:00– 3:45 Key Opportunities for Technology Innovation in Water
• Emerging technical issues impacting municipal water systems
• Converting emerging water contamination problems into opportunities
• Conservation
• Desalination
• Reverse osmosis
• Specialty water treatment
Technology Panelists:
Kirk W. Abbott, ChE, President & CEO
ABBOTT WATER SYSTEMS, LLC
Lisa M. Farmen, P.E. President & COO
CRYSTAL CLEAR TECHNOLOGIES, INC.
Dan Rice, New Business Development Project Manager, Dow Water Solutions
THE DOW CHEMICAL COMPANY
Alexander J. Buehler, Vice President of Marketing and Technology
INSITUFORM TECHNOLOGIES, INC.
Craig Lindell, CEO
AQUAPOINT INC
Moderator:
Joseph D. Culley Jr. , Principal
JANNEY MONTGOMERY SCOTT L.L.C

3:45 – 4:15 AMERICAN WATER
Past, Present, Future
• Business models and growth plans
• Water transfer rights
• Ownership of water infrastructure
• Local regulatory climate
• Local water and wastewater cost and rate-setting trends
Speaker:
Walter Q. Howard, SVP, Sales & Development
AMERICAN WATER

4:15– 5:00 Investment Opportunities in Global Water Markets
• What is driving the growth in the water industry?
• What is the nature of the water crisis that the press is highlighting?
• Why is water both a crucial element and such a crisis, worldwide?

Speaker:
Neil D. Berlant, First Vice President, Managing Director – Water Group
THE SEIDLER COMPANIES
Jason Wong, Chief Financial Adviser
CHINA WATER AFFAIRS GROUP LIMITED

DAY TWO: FINANCING WATER AND WASTEWATER PROJECTS
THURSDAY, NOVEMBER 9, 2006

8:00 – 8:45 Registration and continental breakfast for workshop attendees

8:45 – 9:00 Chairs’ Welcome
Chairperson:
Roger D. Feldman
ANDREWS KURTH LLP

9:00 – 10:00 EXECUTIVE ROUNDTABLE DISCUSSION
Financing Opportunities in the Water Industry
This executive roundtable of water industry financiers will discuss the ever-increasing sophistication of financing techniques. Topics will include:
• Trends in water infrastructure finance
• Taxable and tax-exempt debt financing of water projects
– Use of tax-exempt private activity bonds
– Risk allocation
Executive Panelists:
Walter Kulakowski, Director
CITIGROUP PUBLIC FINANCE
Michael Curley, Executive Director
THE INTERNATIONAL CENTER FOR ENVIRONMENTAL FINANCE
Stephen E. Howard, Senior Vice President
LEHMAN BROTHERS INC.

Walter Q. Howard, SVP, Sales & Development
AMERICAN WATER
Mary T. Francoeur, Director
FINANCIAL GUARANTY INSURANCE CO.

Moderator:
Ken Kirk, Executive Director
NATIONAL ASSOCIATION OF CLEAN WATER AGENCIES

10:00– 10:45 Regulatory Update and Key Legislative Initiatives Impacting the Water Industry
Gain valuable updates on EPA regulatory and policy initiatives and activities. Plus, get up-to-speed on major legislative developments at the state level, and learn about the latest water quantity and quality issues before the state and federal courts.

Moderator:
Ken Kirk, Executive Director
NATIONAL ASSOCIATION OF CLEAN WATER AGENCIES

Panelists:
R. Timothy Weston, Partner
KIRKPATRICK & LOCKHART NICHOLSON GRAHAM LLP

Michael Deane, Senior Policy Advisor
INFRASTRUCTURE FINANCE
OFFICE OF WATER
U.S. ENVIRONMENTAL PROTECTION AGENCY

10:45 – 11:00 Refreshment break

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To contact Lara, please email her at lara@laraabrams.com or call 415 613 1704.