X Cbonds Fixed Income Conference

November 9, 2023
Dubai
Radisson Blu Hotel, Dubai Waterfront (Al Abraaj Street, Business Bay, Dubai, UAE)
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X Cbonds Fixed Income Conference (09.11.2023)
09:00 - 09:30
Registration, welcome coffee
09:30 - 09:45
Welcome Address
Sergey Lyalin, Founder, Cbonds Group
09:45 - 10:50
Macroeconomics
Mohammad Ahsan, Managing Director, Rates & Fixes Income, Mashreqbank
Haitham Abdulla, Unit Head – Investment Solutions, Treasury, National Bank of Fujairah
Anatoliy Shal, Russia, Israel and GCC Economist, JP Morgan


Questions to discuss:

  • Outlook for 2023 and performance of key macroeconomic indicators: inflation, interest rates, GDP, and exchange rates
  • Overview of global economic conditions and their impact on fixed income markets
  • Assessing geopolitical risks and their implications for fixed income investments
  • Identifying global macroeconomic trends
10:50 - 11:20
Coffee Break
11:20 - 12:40
Investment Ideas: Global
Sharif Eid, Portfolio Manager – Fixed Income, Franklin Templeton
Abdul Kadir Hussain, Managing Director, Fixed Income Asset Management, Arqaam Capital Limited
Alisher Djumanov, Founder & President, A100 Financial
Dmitriy Dorofeev, Senior Portfolio Manager, ACM Limited

Questions to discuss:

  • Exploring attractive investment opportunities in the global fixed income market
  • Analyzing inflation-linked bonds as a viable investment hedge for inflation
  • Unlocking current potential and prospects in the Islamic finance market
  • Incorporating ESG factors into fixed income investment strategies
12:40 - 13:00
Cbonds Platform Presentation
13:00 - 14:00
Lunch
14:00 - 15:00
New Financial Centers of the World

Questions to discuss:

  • Exploring emerging financial centers and their impact on global fixed income markets
  • Analyzing regulatory and infrastructural developments in new financial centers
  • Opportunities for investors in new financial hubs
15:00 - 16:15
Investment Ideas: MENA

Questions to discuss:

  • Evaluation of the economic and market conditions in the Middle East and North Africa
  • Seizing investment opportunities in Middle East and North Africa fixed income markets
16:15 - 16:30
Coffee Break
16:30 - 17:45
Investment Ideas: Other Emerging Markets
Anton Tabakh, Managing Director for Macroeconomic Analysis and Forecasting, Expert RA

Questions to discuss:

  • Strategies for navigating regulatory and political uncertainties in emerging markets
  • Identifying promising emerging markets for fixed income investment
  • Analyzing the risk-return profile of investments in emerging markets
  • Highlighting investment ideas in emerging markets
17:45 - 18:00
Closing Remarks
18:00 - 21:00

Networking reception on the boat Alexandra (Dubai Marina Yacht Club, West Bay, Berth A11)

X Cbonds Fixed Income Conference