Round table «Latin America debt market (Uruguay)»

18 августа 2017, Sofitel Montevideo Casino Carrasco & Spa (Rbla Republica de Mexico 6451, Montevideo, Uruguay)
Мероприятие завершено

Agenda

8:30-09:00 Registration, welcoming coffee
09:00-09:15 Welcome address
Sergey Lyalin, CEO, Cbonds Group
09:15-09:45 Keynote address
Michele Santo, Director, Michele Santo y Asociados
The future of interest rates and potential impacts on Latin America Debt Markets
09.45-10.45 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
Gabriela Mordecki,
Economist, University de LA Republica
Pablo Moya, 
Economist, Oikos 
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?
- Uruguay debt markets overview
- Latin America debt market in compare with Asian debt
- High yield and credit risks, investment opportunities in Latin America, Venezuela case
10.45-11.15 Coffee break
11.15-12.45 Institutional investors panel
Moderator: Federico Perez, Portfolio Manager, Axis Invesiones
Speakers:
Marcelo Tramontina Peixoto,
Latin America Fixed Income, Santander Asset Management
Felipe Herran,
Head of Sales & Trading, PUENTE
Gustavo Enrique Leis,
CIO, Nacion Seguros
Nin Jeronimo, Head of Trading, Nobilis Corredor de Bolsa S.A.
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
- Uruguay debt markets overview. Corporate vs. Sovereign risk. How does Uruguay risk fit into fund managers’ portfolio strategies?
12.45-13.15 Cbonds platform presentation
Sergey Lyalin, CEO, Cbonds Group