VIII Cbonds Emerging Markets Bond Conference

April 11, 2019 - April 12, 2019

Hong Kong

Regal Hongkong Hotel (88 Yee Wo St, Causeway Bay)

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Day 1 (11.04.2019)

11:45 - 12:15

Registration, welcome coffee

12:15 - 12:25

Welcoming addresses

Sergey Lyalin, CEO, Cbonds Group

Denis Shulakov, First Vice-President, Head of Capital Markets, Gazprombank

12:25 - 13:30

Macroeconomic and EM fixed income analysts panel

Moderator: Gunter Deuber, Senior Director, Head of Economics, Fixed Income and FX Research, Raiffeisen Bank

Alicia Garcia Herrero, Chief Economist for Asia Pacific, Natixis

Warut Promboon, Managing Partner, Bondcritic Limited

Jim Walker, Chief Economist, Aletheia Capital

Questions to discuss

Questions to discuss:

The outlook for 2019 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 2019
What are the main macro risks that could be faced in 2019?

13:30 - 14:00

Coffee break

14:00 - 15:00

Institutional investors panel

Moderator: Dilip Parameswaran, Chief Executive, Asia Investment Advisors

Damir Karassayev, Chairman, Paladigm Holding

Willem Glorie, Portfolio Manager - EM Corporates, LGT Capital Partners (Asia-Pacific)

Andreas Bickel, Chief Investment Officer, Blackfort Capital

Questions to discuss

Questions to discuss:

Hard currency and local currency markets, what are the main ideas for 2019?
Top picks on the issuer level (countries / sovereigns, sectors, credits)
What are the main underperformanced assets in 2018 and what are the core "unknowns" in 2019?
MIFID II regulation and its impact on key market participants
Managing portfolios in an era of geopolitical uncertainty

15:00 - 15:15

Coffee break

15:15 - 16:15

DCM panel

Moderator: Artem Kormilitsyn, Head of Capital Markets APAC, GPB Financial Services HK

Ekaterina Mozharova, Senior Director and Head of the Corporate Ratings Group, ACRA

Mario Altenburger, Head of EMEA Origination and Debt Syndicate, Bank of China International

Levan Zolotarev, Director General, Treasury and Portfolio Management, New Development Bank

Niloufer Lam, Partner, ZBA

Kenneth Lee, Managing Director, Head of Primary Bond Markets, Asia Pacific, Natixis

Questions to discuss

Questions to discuss:

Eurobond market: the main drivers and outlook for 2019 sovereign and corporate borrowers’ activity
Domestic market: the main names and opportunities for foreign investors
Risks to market access for EM issuers in 2019
Hard currencies vs. local currencies in 2019: 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?

16:15 - 16:30

Coffee break

16:30 - 17:00

Cbonds platform presentation

Sergey Lyalin, CEO, Cbonds Group

Lana Veselova, International Partnership Manager, Cbonds Group

17:00

Reception, networking

Restaurant "Alto 88" (31 floor)

Day 2 (12.04.2019)

09:00 - 09:30

Morning coffee

09:30 - 11:00

Asian bond market

Moderator: Terry Zhang, Head of Commercial Development, Pengyuan International

Terry Zhang, Head of Commercial Development, Pengyuan International

The onshore and offshore China markets and credit ratings

Wenlu Hao, Vice President of Fixed-income Department, Dawn Opus Asset Management

China’s bond market structure and what are the factors could influence the YTM

Levan Zolotarev, Director General, Treasury and Portfolio Management, New Development Bank

Green bonds in Asia

Suman Chowdhury, President – Ratings, Acuite Ratings & Research

Bond markets and credit ratings in India

Andreas Bickel, Chief Investment Officer, Blackfort Capital

Are corporate high yields still attractive?

11:00 - 11:30

Coffee break

11:30 - 11:50

Overview of Russian debt market

Gleb Shevelenkov, Director of Securities Market Department, Moscow Exchange

11:50 - 12:10

Overview of Kazakhstan debt market

Farkhad Okhonov, Deputy CEO, Halyk Finance

12:10 - 12:30

Overview of Ukrainian debt market

Mykhaylo Demkiv, Financial Analyst, ICU

12:30 - 12:45

Coffee break

12:45 - 13:30

BondTech - how new technologies change bond market?

Moderator: Syed Musheer Ahmed, General Manager, FinTech Association of Hong Kong

Syed Musheer Ahmed, General Manager, FinTech Association of Hong Kong

Overview of Hong Kong fintech ecosystem

Benjamin Quinlan, CEO and Managing Partner, Quinlan & Associates

The applications of big data analytics in corporate finance

Charles Lam, Senior Manager, FinTech & Blockchain, Cluster Team, Hong Kong Cyberport Management Limited

Questions to discuss

Questions to discuss:

The financial market has already seen bonds that can be considered structured products based on cryptocurrencies. What are the prospects for such instruments?
Will blockchain replace the conventional depository system? What legislative innovations are required for that? Where else can be blockchain interesting, apart from record keeping?
Can a move to blockchain open the market for bonds of sanctioned issuers?
How will a potential shift to blockchain in the bond market influence other market infrastructure – investment banks, stock exchanges, funds, etc.?

13:30 - 14:30

Lunch