The goal of the seminar game is:1.

to put key issues on the radar screen for senior

management
2. to frame problems on the subject3. to stimulate and stretch your imagination on important
strategic opportunities
Private equity fund investing in US infrastructure

Is this an opportunity to expand globally?

Does the increase in volume at the Panama Canal present new investment (expansion)
opportunities at major US ports?
How does this impact our fund strategy?
Shipping supply chain
Ship yards / ports on the E. Coast (location)
Ships
Containers
Key products (that are being shipped)
o Manufacturing
o Food
o Clothing
o Xx
Airports
Rail
Waterways
New investment partners?
In the US
In Panama (do we want a piece of the action at both nodes?)
In panama
New foreign investment agency being created (p 12)
Risks?
Time horizon?
Macro-economic conditions?
Inflation
Dollar
Bi-lateral FTA with US in Oct 2011
In Panama
Tax exemptions
Import tariffs on construction materials

Social benefit
Job creation (+)
Environment damage (-)
Private equity fund investing in US infrastructure