Round table «Latin America debt market (Uruguay)»

Date: August 18, 2017
For details go to the tab "Conference"


Preliminary Agenda

08:30-09:00 Registration, welcoming coffee
09.00-10.30 Macroeconomic and Latin America fixed income analysts panel
Invited speakers:
Gustavo Neffa,
Partner and Director, Research for Traders
Ben Hough,
Head of Corporate Research, BCP Securities
Jeronimo Nin,
Head of Trading and Investments, Nobilis
Rafael de la Fuente,
Chief LatAm Economist, UBS Securities LLC
Sebastien Barbe,
Head of EM Research and Strategy, Credit Agricole CIB
Ricardo Gomez,
Head Fixed Income Latin America, Larrain Vial
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
10.30-11.00 Coffee break
11.00-12.30 Institutional investors panel
Invited speakers:
Marcelo Tramontina Peixoto,
Latin America Fixed Income, Santander Asset Management
Leandro Fisanotti,
Vice President, Fondos Pellegrini
Rafael Garcia, Investment Advisor,
VP & Portfolio Manager, National Bank Financial
Stefan Benedetti,
Portfolio Manager, Pioneer Investments
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
- Uruguay debt markets overview. Corporate vs. Sovereign risk. How does Uruguay risk fit into fund managers’ portfolio strategies?
12.30-13.00 Cbonds platform presentation
Sergey Lyalin, CEO, Cbonds Group