Round table «Latin America debt market (Argentina)»

Date: August 15, 2017
For details go to the tab "Conference"


Agenda 


08:30-09:00 Registration, welcoming coffee
09:00-09:10 Welcome address
Sergey Lyalin, CEO, Cbonds Group
09.10-10.30 Macroeconomic and Latin America fixed income analysts panel
Moderator: Sebastian Maril, Argentina Fixed Income Research, Research for Traders
Speakers:
Gustavo Neffa,
Partner and Director, Research for Traders
Juan Manuel Pazos, Head Strategist, Puente
Fernando Gimenez, Fixed Income Strategist, TPCG Group
Diego Martinez Burzaco, Director, MB Inversiones
Robert Olson, Head of Global Markets – Argentina, BNP Paribas
Walter Stoeppelwerth, 
CIO of Asset Management Division: Head of Research, Balanz Capital Valores
Questions to discuss:
- The outlook for 2017 and performance of macroeconomic indicators: inflation, interest rates, GDP, exchange rates
- The monetary policy across developed markets and its impact on Latin America markets
- Key opportunities / investment ideas on LatAm in 2017
- Potential major 'unknowns' in 2017 and how to hedge against such events?
- Argentina debt markets overview
- Latin America debt market in compare with Asian debt
- High yield and credit risks, investment opportunities in Latin America, Venezuela case
Cibeles meeting room
10.30-11.00 Coffee break
11.00-12.30 Institutional investors panel
Moderator: Carlos Planas, Portfolio Manager, Axis Inversiones

Speakers:
Marcelo Tramontina Peixoto,
Latin America Fixed Income, Santander Asset Management
Leandro Fisanotti, Development Manager, Mercado Argentino de Valores
Rafael Garcia, CEO and President, RGA Consulting Inc.
Pablo Fioroni, Managing Director, Premium Asset Management Group, Inc.

Questions to discuss:
- Top investment ideas
- General 2017 outlook for Latin America asset classes: main drivers 
- What are the major challenges / risk factors?
- Reviewing performance of Latin America bonds in 2017. Has performance met investor expectations?
- Hard currency vs. local rates: what is the preferred asset class?
- Top picks on the issuer level (countries/sovereigns, sectors, credits)
- Major changes in the portfolio during 2017
- Argentina debt markets overview. Corporate vs. Sovereign risk. How does Argentine risk fit into fund managers’ portfolio strategies?
12.30-13.00 Cbonds platform presentation
Sergey Lyalin, CEO, Cbonds Group