VI Cbonds Emerging Markets Bond Conference

6—7 апреля 2017, Лондон
Hotel Cafe Royal (68 Regent Street)
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Agenda 

Day 1 (April 6)
08:30-09:00 Registration, morning coffee
09:00-09:10 Welcoming address
 Sergey Lyalin, CEO, Cbonds Group
09:10-10:30 Macroeconomic and EM fixed income analysts panel
Moderator: Gunter Deuber, Head of CEE Research, Raiffeisen Bank
Sebastien Barbe, Head of EM Research and Strategy, Credit Agricole CIB
Dmitri Petrov, EM Macro Trading Desk Strategy, Nomura International
Michal Dybula, Chief Economist, Central & Eastern Europe, BNP Paribas
Mariya Gancheva, Head of EM Credit Trading Strategy, HSBC
Petr Krpata
, Chief EMEA FX & Rates Strategist, ING Bank
Questions to discuss
- The outlook for 2017 and performance of macroeconomic indicators
- The monetary policy across developed markets and its impact on EMs
- The implications of the new geopolitics – where are the risks for investors?
- Key opportunities / investment ideas on EMs in 2017
- Potential major 'unknowns' in 2017 and how to hedge against such events?
10:30-11:30 Institutional investors panel
Moderator: Michael Ganske, Global Head of Emerging Markets, AXA Investment Managers
Maxim Vydrine, Portfolio Manager, Amundi Asset Management
Brigitte Le Bris, Managing Director, Head of Global FX and EM Fixed Income, Natixis Asset Management
Shahzad Hasan, Portfolio Manager, Allianz Global Investors
David Saab, Managing Director, JP Morgan
Alexander Kalenichenko
, Managing Director - Investment Advisor, MARS Capital
Questions to discuss
- General 2017 outlook for EM asset classes: main drivers
- What are the major challenges / risk factors?
- YTD performance
- Hard currency vs. local rates: what is the preferred asset class?
- A regional view: outlook and opportunities in LatAm, Emerging Asia, CEE and frontier markets (Africa)
- CIS outlook focus; opportunities in Russia, Ukraine, Kazakhstan, Azerbaijan etc.
- Top picks on the issuer level (countries/sovereigns, sectors, credits)
11:30-12:00  Coffee break
12:00-13:00 DCM panel
Moderator: Ranko Milic, Executive Director, Head of CEEMEA DCM, UBS
Muge Eksi, Managing Director, Unicredit
Viktoria Beromelidze, Head of Origination, Debt Capital Markets Centre (EMEA), Bank of China Limited London Branch
Dhiren Shah
, Director, Corporates & Emerging Markets Syndicate, Credit Suisse
Dmitry Dembich, Partner, Baker & McKenzie
Questions to discuss
- Distinctive features of the EM Eurobond primary market in 1Q2017 and forecasts for 2017
- What currencies will be popular in 2017? Relative attractiveness of USD vs EUR vs niche markets (CHF, Asia, local currencies)
- The global interest rate environment: the effect of US rising interest rates and current low rate environment in EUR for issuers and investors
- Risks to market access for EM issuers in 2017 (Brexit, oil prices, the US interest rate hike, geopolitics)
- A Panda bond funding route / Asian markets for EM borrowers
- Liability management, subordinated bonds and green bonds – legal issues
13:00-14:00 Lunch
14:00-14:30 Secondary market liquidity for EM bonds
Dmitry Maslovsky, Business Development Manager for Electronic Trading, Bloomberg
EM debt trading on Bloomberg
Kerim Acanal
, Founder, EMBonds
New opportunities for EM bonds trading
14:30-15:30 Emerging markets bonds (part I)
Moderator: Sergey Lyalin, CEO, Cbonds Group
Qinwei Wang, Economist, Global Asset Allocation Research, Pioneer Investments
Chinese bond markets – Time to take them seriously
Dilip Parameswaran
, Chief Executive, Asia Investment Advisors
Prospects for the Asian dollar bond market
Andrew Wu
, General Manager, Dagong Europe Credit Rating
Panda bond development and rating rationality between NSR and GSR
15:30-15:45 Coffee break
15:45-17:30 Emerging markets bonds (part II)
Gustavo Neffa, Partner and Director, Research for Traders
Argentina: let the game begin (again)
Jelena Spasojevic, Director, Emerging Markets Trading, Renaissance Capital
Recent developments in the African bond market
Peter Bakos, Head of International Coverage and Origination, Bank Muscat
Funding in the GCC countries

Jagdeep Kannarath
, Vice President, Fixed Income, Edelweiss Financial Services
The domestic bond market of India
Chris Bojanovic, Managing Partner, CapitalOne/Intercapital
The Serbian & SEE bond market in a year that caught the world off guard
18:00 Cocktail in Waxy O'Connor's
(14-16 Rupert Street)
Day 2 (April 7)
08:30-09:00 Morning coffee
09:00-09:30 Keynote address
Sergei Guriev, Chief Economist, EBRD
09:30-11:30 Russian bond market
Moderator: Sergey Lyalin, CEO, Cbonds Group
Evgeny Suvorov, Deputy Director of the Macroeconomic Department, Ministry of Economic Development of the Russian Federation
A macroeconomic view on the Russian economy
Konstantin Vyshkovskiy
, Director of the Department of State Debt and State Financial Assets, Ministry of Finance of the Russian Federation
The Finance Ministry’s comeback to the global market. Plans for external sovereign borrowings in 2017
Denis Shulakov
, First Vice President, Head of Capital Markets, Gazprombank
Russian capital markets in the global and local context
Andrey Solovyev
, Global Head of DCM, VTB Capital
New trends in the Russian Eurobond placements
Vladimir Shapovalov, Head of Expert Group, Financial Markets Development Department, Central Bank of Russia
Cooperation of Russian and Chinese financial regulators in financial markets
Irina Burianova, Head of  International Fixed Income, BCS Global Markets
The ruble corporate bond market – development and new trends
Olga Gorokhovskaya
, Managing Director, Capital Markets Department, Sberbank CIB
Ratings and the ratings reform
Andrey Bobovnikov, Head of Sales, Debt Capital Markets and Structural Instruments, Moscow Exchange
The Russian fixed income market: integration into the international financial system
11:30-12:00 Coffee break
12:00-12:30 Ukrainian and Belarusian bond markets
Moderator: Sergey Lyalin, CEO, Cbonds Group
Alexander Paraschiy, Head of Research, Concorde Capital
Ukraine - what does the future hold: reforms or restructuring?
Alexsandr Churilo, Deputy Head of International Business Department – Head of UK Rep. Office, Development Bank of the Republic of Belarus
Belarus as a new harbor for investment interest
12:30-13:15 Cbonds platform presentation
Sergey Lyalin, CEO, Cbonds Group
13:15 Closing remarks