VII Cbonds Emerging Markets Bond Conference

April 19, 2018 - April 20, 2018

London

Hotel Cafe Royal (68 Regent Street)

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Day 1 (19.04.2018)

08:30 - 09:00

Registration, morning coffee

09:00 - 09:10

Welcoming address

Sergey Lyalin, Founder, Cbonds

09:10 - 10:30

Macroeconomic and EM fixed income analysts panel

Moderator: Ben Aris, Editor-in-Chief, Bne IntelliNews

Gregory Smith, Fixed Income Strategist, Renaissance Group

Sebastien Barbe, Head of EM Research and Strategy, Credit Agricole CIB

Stefan Kolek, Director, EEMEA Corporate Credit Strategist, UniCredit

Zoltan Arokszallasi, Chief Economist for CEE Macro-/Fixed Income Research, Erste Group

Sergei Voloboev, Executive Director, CEEMEA Sovereign Credit Strategy, private

Questions to discuss

Questions to discuss

The outlook for 2018 and performance of macroeconomic indicators: inflation, interest rates, GDP, exchange rates
Global toughening of monetary policy and its impact on EM fixed income market
Key opportunities and investment ideas on EM 2018
What are the main macro risks that could be faced in 2018?
The BRICS countries: performance of macroeconomic indicators

10:30 - 11:00

Coffee break

11:00 - 12:00

Institutional investors panel

Moderator: Brigitte Le Bris, Managing Director, Head of Global FX and EM Fixed Income, Natixis Asset Management

Stefan Benedetti, Senior Portfolio Manager, Plenisfer Investments

Shahzad Hasan, Portfolio Manager, Allianz Global Investors

Adrian Van den Bok, Senior Portfolio Manager, Dolfin Financial

Nikolai Andreev, Head of CEEMEA Trading, Tellimer

Questions to discuss

Questions to discuss

Hard currency and local currency markets, what are the main ideas for 2018?
Top picks on the issuer level (countries / sovereigns, sectors, credits)
What are the main underperformanced assets in 2017 and what are the core "unknowns" in 2018?
Venezuelan debt crisis: what are the next steps?
MIFID II regulation and its impact on key market participants
Managing portfolios in an era of geopolitical uncertainty

12:00 - 13:00

DCM panel

Moderator: Ranko Milic, Executive Director, UBS Investment Bank

Viktoria Beromelidze, Head of Origination EMEA, Bank of China (London Branch)

Shota Zhvania, Director, DCM Corporates, Raiffeisen Bank International AG

Elena Arkhangelskaya, Vice President, Russia, CIS & CEE Debt Origination, Deutsche Bank (London Branch)

David Stewart, Partner, Head of Capital Markets Practice, Latham & Watkins

Odilbek Isakov, Deputy Minister of Finance, Uzbekistan

Dmitriy Alekseev, Product Manager, IVolatility.com

Questions to discuss

Questions to discuss

Eurobond market: the main drivers and outlook for 2018 sovereign and corporate borrowers’ activity
Domestic Market: the main names and opportunities for foreign investors
Risks to market access for EM issuers in 2018
Hard currencies vs. local currencies in 2018: main trends
New structures: how fast the number of sukuk, green bonds, subordinated debt, etc. grows? Will we see any new structures in the nearest future?

13:00 - 14:00

Lunch

14:00 - 14:45

BondTech - how will new technologies change bond market?

Dohyung "DH" Kim, CEO, Finhaven Technology

The Efficiency of Bond Markets and Blockchain Technology

Doreen Abeysundra, Managing Director, Fresco Advisory Limited

What Role Could FinTech play in Green Bond Issuances?

14:45 - 15:00

Latin America bond market

Alfredo Mordezki, Latam Fixed Income Director, Santander Asset Management

15:00 - 15:30

Coffee break

15:30 - 17:00

Africa and Asia bond markets

Moderator: Dmitriy Alekseev, Product Manager, IVolatility.com

Alexandre Almosni, Director, Credit Trading, ICBC Standard Bank

Africa bond market

Samir Gadio, Head, Africa Strategy (FXRC Research), Standard Chartered Bank

Sub-Saharan Africa: Unlocking value in fixed income markets

Andrew Wu, General Manager, Dagong Europe Credit Rating

China bond market

Alisher Djumanov, Founder & President, A100 Financial

ASEAN bond markets

Jagdeep Kannarath, Vice President, Fixed Income, Nuvama Wealth Management

Indian bond market

17:30

Evening reception in The Glassblower

40-42 Glasshouse Street, Piccadilly, Greater London

Day 2 (20.04.2018)

09:00 - 09:30

Morning coffee

09:30 - 09:50

Global economic and geopolitical trends and their impact on Russian economy

Neil MacKinnon, Global Macro Strategist, Arovana Capital

09:50 - 10:40

Russian bond market

Moderator: Sergey Lyalin, Founder, Cbonds

Dmitry Dolgin, Chief Economist, Russia & CIS, ING Wholesale Banking Russia

Alexei Tchernitser, Head of International FI Trading, BCS Global Markets

Gleb Shevelenkov, Director of Securities Market Department, Moscow Exchange

Vladimir Shapovalov, Economic Advisor, Department of Strategic Development of Financial Market, CBR

Questions to discuss

Questions to discuss

Russian domestic and international bond market: outlook, performance, forecasts in 2018
Ministry of finance new Eurobond issues
A Panda bond funding route: new issues analysis
How much is the demand for the new Russian debt? Who are the main investors: regions, countries, type?
Western sanctions and their influence on yields and issue amounts

10:40 - 11:00

New Post-Trade developments opening up the local CIS and Central Asian Bond Markets for foreign investors

Jan Willems, Vice President, Market Development, Clearstream Holding

11:00 - 11:30

Coffee break

11:30 - 12:30

CIS and Ukrainian bond markets

Moderator: Sergey Lyalin, Founder, Cbonds

Andrei Belkavets, Сhief Investment Officer, Eurotorg

Republic of Belarus: Government Bonds

Giles Farley, Director, ICU

Ukrainian bond market

Aliya Moldabekova, Vice-chairman, National Bank of Kazakhstan

Kazakhstan: Overview, Monetary policy and Capital market

Elvira Sarsenbayeva, Deputy Director, Issuers and Investors Relations Department, Kazakhstan Stock Exchange

The corporate bonds market of Kazakhstan: next steps

12:30 - 13:00

Cbonds platform presentation

Lana Veselova, International Partnership Manager, Cbonds

13:00

Closing remarks