April 6-7, London - Cbonds.ru

Transcription

April 6-7,LondonEM largest bond market eventHosted by:Sponsor:With contribution from:Official partner:

Sergey Lyalin,CEO of CbondsGroupDear colleagues!We are happy to invite you to the nextCbonds Emerging Markets Bond Conference tobe held in London on April 6-7, 2017.Since 2010, the Cbonds Emerging MarketsBond Conference has been the most engagingevent connected to the EM capital market andbringing together professionals’ expertise. Oversix years, the conference has been attended byover 600 unique participants from the UK,Russia, the CIS, and Europe.This year, key sessions will feature reputedspeakers on macroeconomic issues, FI analysts,representatives of DCM, and managers who willshare their forecasts on capital market conditions and on separate sectors of economy.We are pleased to provide you with theopportunity to meet with colleagues andbusiness partners, to take part in engagingdiscussions on acute issues related to EM fixedincome markets with expert speakers, to holdproductive meetings and establish newcontacts with a wide range of EM investors, tofind new opportunities for investing in promising EM assets. To take part in engaging discussions on acute issues related to EM fixedincome markets with expert speakers To make new connections and further relations with Russian and СIS issuers To find new opportunities for investing in promising EM assets To meet up with peers and discuss current and future market trends To hold productive meetings and establish new contacts with a wide range of EM investorsGunter Deuber,Head of CEE Research, Raiffeisen BankA well-received event for the large CIS markets and the broader CEE/EM universe(including smaller markets) with diverse and high-quality participations, offering superioropportunities for networking and finding mutually beneficial solutions.Luca Bagato,Head of Sales and Business Development, EuroTLXA very nice and professionally rich experience about emerging markets in a 360-degreeanalysis from macro to micro perspectives and trends. It was also a singular occasion tomeet relevant people working in the sector and to exchange ideas about evolution ofthe bond business. I consider this event a must for people interested or involved inemerging markets business.Olga Gorokhovskaya,Managing Director, Capital Markets Department, Sberbank CIBI believe that reopening of the Cbonds forum in London is the very good sign of market reopening for Russia and CIS borrowers. Debut issuersvs newcomers, liability management as a trigger for increased demand, investor appetite and market trends, new structures and exoticcurrencies – all those topics will be discussed by bankers, investors, lawyers, and borrowers.Having unrivalled access to the local market Cbonds is able not only to gather all the relevant participants of the market but also to raise themost interesting questions for the benefit of all parties involved.VI Cbonds Emerging Markets Bond ConferenceReasons to attend2

Sergei Guriev,Chief Economist,EBRDGunter Deuber,Head of CEEResearch,Raiffeisen BankMichal Dybula,Chief EconomistCentral andEastern Europe,BNP ParibasBank PolskaViktoriaBeromelidze,Head ofOrigination, DebtCapital MarketsCentre (EMEA),Bank of ChinaLimited LondonBranchSebastien Barbe,Head of EMResearch andStrategy,CreditAgricole CIBBrigitte Le Bris,Managing Director,Head of Global FXand EM FixedIncome,Natixis AssetManagementMuge Eksi,Managing Director,UnicreditQinwei Wang,Economist, GlobalAsset AllocationResearch, PioneerInvestmentsDmitri Petrov,EM Macro TradingDesk Strategy ,NomuraInternationalShahzad Hasan,Portfolio Manager,Allianz GlobalInvestorsRanko Milic,Executive Director,Head of CEEMEADCM, UBSGustavo Neffa,Partner andDirector,Research forTradersMichael Ganske,Partner, Head ofEmerging Markets,Axa InvestmentManagersDavid Saab,Managing Director,JP MorganMaxim Vydrine,Portfolio Manager,Amundi AssetManagementAndrey Solovyev,Global Head ofDCM,VTB CapitalVI Cbonds Emerging Markets Bond ConferenceAmong this year speakers3

This year:Last years attendee breakdown2%2% 2%Financial & InvestmentCompaniesBanksInsitu ons &InfrastructureOrganiza ons60 companiesfrom buy-side,including:5%7%Allianz Global InvestorsAmundiAshmore Investment ManagementBlackRock InternaƟonalGulf InternaƟonal BankJP Morgan Asset ManagementNaƟxis Asset ManagementPineBridge InvestmentsPioneer InvestmentsVR Capital Group etc.37%10%Corporate & FI IssuersStefan Benedetti,Portfolio Manager, Pioneer InvestmentsMediaRa ng Agencies35%Law & Consul ng FirmsI think extending the focus of the conference toall EM from CIS was a very good idea. As fundmanagers we are looking at the wider EM, andyou are taking that into account. The panelswere all interesting and the speakers engaging.Others3%Participantsgeography in 201611%7%UKRussiaCIS & CaucasusEuropeOthers Alexey Tretjakov,CEO, Aricapital48%31%The agenda, number of participants and theirprofile were much above our expectations. Weestablished new contacts with investors fromemerging markets and got valuable insight.VI Cbonds Emerging Markets Bond ConferenceWho will you meet?4

Analy cal Credit Ra ng Agency (ACRA)A3E Capital SICAVABLV BankABLV Capital MarketsAbsolut BankADG Capital ManagementAgrippa CapitalAgro Holding MRIYAAgro StandardAkin Gump Strauss Hauer & Feld LLPAlcantara Asset ManagementAleinikov&PartnersAlfa-BankAlfa-Bank UkraineAlloro CapitalAmundiArdshinbanArgo Capital ManagementAricapital Asset ManagementArmenian Development BankAshton Rose Asset ManagementAsset Management Consul ng AGAssocia on of Securi es Market Par cipants(Belarus)ATLAS ADVISORSATONAton Asset ManagementAvila Capital MarketsAVTOVAZAXA Investment ManagersAxeTradingB Capital Partners LLPBaillie GiffordBaker & McKenzie LLPBaker Tilly RussiaBal c Credit Trading GroupBALYASNY EUROPE ASSET MANAGEMENTBanco Finan aBank FinastaBank IBA-MoscowBank of America Merrill LynchBank of RussiaBarclays CapitalBashneBCP Securi esBelarusbankBeta Capital ManagementBFABGC PartnersBINBANKBlackfish Capital ManagementBloombergBlueCrest Capital ManagementBne IntelliNewsBNI LondonBNP ParibasBNY MellonBroughton CapitalBSB BankBT RadianzBTG PACTUAL (UK)Bunge CICBusiness New EuropeBusiness News MediaCaliburn Capital PartnersCapital Credit BankCapitalOneCass Business SchoolCBHCbonds GroupCEIC DataCentroCredit BankCitadele Asset ManagementCi bankCi groupClearstream HoldingCleary Go lieb Steen & HamiltonCoin Capital LimitedCommerzbankConcorde CapitalCopernicus Securi esCredit Agricole CIBCredit Dnepr BankCredit Europe BankCredit SuisseDe Pardieu Brocas MaffeiDebtwireDemirbankDeposit Insurance AgencyDerzhava BankDeutsche BankDevelopment Bank of KazakhstanDom Inwestycyjny Investors S.A.Dragon CapitalEastland Consul ngEavex CapitalEBRDEden FinancialEFFASEgorov Puginsky Afanasiev & PartnersEllio CapitalEmpire CapitalEurasian Development BankEuroclearEuroRa ngEuroTLXEuroWeekEVROFINANCE MOSNARBANKExchange Data Interna onalExo xFabien Pictet & PartnersFactSet Europe LimitedFAMFederal Grid CompanyFenix CapitalFidelity Interna onal (FIL)FIDOBANKFidocombankFinansovy Dom investment companyFinasta Asset Management UABFinEx Capital ManagementFinprombankFireland CapitalFitch Ra ngsFOW EventsFrontera Capital GroupFusion Asset ManagementGalt and TaggartGamma Finance LLPGaran Securi esGazprombankGenerali PPF HoldingGlobal CapitalGlobal Fund ManagementGMSA InvestmentsGoldman SachsGovernment Debt Management AgencyGryphon Investment BankGulf Interna onal Bank (UK)Haberman IleHalyk FinanceHome Credit BankHSBCIC Center CapitalICBCICMAICUING BankING Commercial Banking RussiaING Wholesale Banking LondonIngosstrakh InvestmentsInter RAO GroupInterfaxInterna onal Investment BankInterna onal Monetary FundInvestec Asset ManagementIrish Consul ng PartnersIrish Stock ExchangeISI Emerging MarketsJ&T BANKJASPEN CAPITAL PARTNERSJP MorganJSC Freight OneKalugatransmashKapital Bank (Azerbaijan)KCGKIT FinanceKIT Finance InvestKommersantLarrain VialLENSPECSMULEONTEQ SECURITIESLiberty BankLocko BankLondon Stock ExchangeLuxemburg Stock ExchangeMacquarieMarathon Asset ManagementMari me BankMarkit GroupMaximus CapitalMaxis Securi esMedical Investment CenterMeritKapitalMetropolMinistry of Economic Development of theRussian Federa onMinistry of Finance CRMint PartnersMitsubishi UFJ Securi es HoldingsMizuho Financial GroupMoody's Analy csMoody's Investors ServiceMorgan Capital AdvisorsMoscow ExchangeMTSNASDAQ OMX ArmeniaNa onal Bank of UkraineNa onal Factoring CompanyNa onal Se lement DepositoryNa xisNest CapitalNikolaus & CoNomura Interna onalNorvik BankaNovikom BankNRG CapitalONEXIMOppenheimerOtkri e BankOtkri e CapitalOtkri e Capital Interna onalOxford Por olio AdvisersPala InvestmentsPAM Global InvestmentsPEB LeasingPF CapitalPFTS Stock ExchangePineBridge InvestmentsPioneer Asset Management S.A.Pioneer InvestmentsPPF bankaPremexPrime CapitalPrincipal Global InvestorsPromeritum Investment ManagementPromsvyazbankRAF LeasingRaiffeisen Bank Interna onal AGRaiffeisen Bank Interna onal AG LondonBranchRaiffeisen Zentralbank OsterreichRBC DailyRBSRecord Currency ManagementREGION brokerage companyRenaissance GroupRenessance CapitalRGL Capital LLPRMS FingroupRogge Global PartnersRonin TrustROSNANORostelekomRR DonnelleyRusGidroRussian Informa on AgencyRussian-Kyrgyz Development FundSaxo Capital MarketsSberbank Asset ManagementSberbank CIBSchildershoven (Head office)SEBSEB Wealth managementSegezha GroupSeptem CapitalSetl GroupSevergazbankSG CIBShibui DataSigma BrokingSMBCSociete GeneraleSovcombankSparta-Finance IKSpiro Sovereign StrategyStandard & Poor'sStandard BankStandard Chartered BankState Bank of Mauri usState Street Global AdvisorsStavropol Management CompanySturgeon FundSvyazinvestTCB CapitalTenzor Ltd.TGK-14The Federal Service for InsuranceSupervisionThe Russian Embassy in the UKThe Trade Delega on of the RussianFedera on in the United KingdomThomson ReutersThreadneedle Asset Management LtdTrade Delega on of the RussianFedera on in the UKTransaeroTroika Dialog UKTrust BankTulle Prebon plcUBSUFK Open LifeUFS ICUkraine-InvestUkrSibbankUnibank (Armenia)Unica FinanceUniCredit Bank AGUniCredit Bank UKUniver CapitalUniversity College LondonUralsib BankUTI Interna onalValorem Investment ManagementVantage Capital MarketsVeles CapitalVisor CapitalVnesheconombankVolat CapitalVTBVTB CapitalWBG Investment bankingWestLBWheelabrator TechnologiesWhitecliff Investment ManagementVI Cbonds Emerging Markets Bond ConferenceCompanies that attended Cbonds Emerging Markets Bond Conference5

April 6Macroeconomic and EM fixed income analysts panel Monetary policy across developed markets and its impact on EMs. How will the Fed rate hike impact the EM Eurobondmarket? Further rate hike possibili es. The new president’s economic agenda and its implica ons for the Federal Reserve The outlook for 2017: infla on, GDP, EM exchange rates. The BRICS countries: performance of macroeconomic indicators. The implica ons of the new geopoli cs – where are the risks for investors? Key opportuni es / investment ideas on EMs in 2017 Brexit? The impact on Emerging MarketsInsƟtuƟonal investors panel EM prospects in 2017. What are major risks / catalysts of growth? Discussing performance in 1Q17 Appeal of markets, sectors and segments. Investment ideas La n America, Africa, Asia, Eastern Europe, - what are regions of your preference? What regions should be avoided?DCM panel Dis nc ve features of the EM Eurobond primary market in 1Q2017 and forecasts for 2017 Opportuni es for euro denominated bond issuance taking into account the EU QE program. What other currencies will bepopular in 2017? Rela ve a rac veness of USD vs EUR vs niche markets (CHF, Asia, local currencies). Risks to market access for EM issuers in 2017 (Brexit, oil prices, US interest rate hike, geopoli cs) Alterna ve capital: the rise of hybrid, green bondsEM bond market Emerging markets local debt: China, India, United Arab Emirates, South Africa, Argen na Is the expansion of the Chinese bond market laying a founda on for long term growth? Local sovereign debt in Chile, Peru and Colombia How do local currency markets make themselves more a rac ve to foreign investors?April 7Russian bond market Russia macro fundamentals The Finance ministry’s comeback to the global market. Plans for external sovereign borrowings in 2017 Ac vity of Russian companies in the Eurobond market Par cipa on of Russian investment banks in arranging deals in the global market Russian issuers in foreign local markets The ra ng agency reform and the Russian bond marketYury Kiselev,Director,CEEMEA DCM,Societe GeneraleIt is a timely and well organizedconference providing a goodopportunity to discuss and shareviews with market participants.Natalja Tocelovska,Head of Brokerage,SEB bankaCbonds comeback to London was definitely asuccess - a very dynamic 1.5-day event with wellselected speakers, reasonable mixture of buy- andsell-side participants as well as the marketgeography, which made the event valuable for me.VI Cbonds Emerging Markets Bond ConferenceKey topicsFor more details of the agenda, please get in touch with:CIS and Caucasus region bond market Ukrainian, Armenian and Georgian local bond markets Expecta ons for 2017: interest rates, risks, liquidity CIS and Caucasus new interna onal bond issuesEkaterina Gritsenkokate@cbonds.info, 7 (812) 336-97-21 *223Dmitry Alekseevd.alekseev@cbonds.info, 7 (812) 336-97-21 *1166

The conference offers a unique opportunity to market and promoteyour company's services. Cbonds-Congress pays great a en on to thechoice of topics discussed and the level of speakers. Our conferences arenoted for challenging discussions and interes ng presenta ons on hottopics. We strive to make sure that our conference a endees are adiverse community represen ng all major players of the financial industry, so that our sponsors and partners can achieve maximum effect frombusiness communica ons and promo onal efforts at the conference.Sponsorship packagesare limitedContact Sergey Zobov,Commercial Director of CbondsGroup, to secure your positionszobov@cbonds.info 7 812 336 97 21 *103Оptions for participants An opportunity to share your expert opinion in the framework of oneof working sessions A stand or banner in the conference lobby Adding handout materials to the delegate pack Organizing and hos ng business lunches, one-to-one mee ngs andother events in the framework of the congressWe will create a tailor-made package for any company in line withspecific objecƟves!How to attendParticipation fee EUR 900/GBP 800The fee includes: participation in the conference, handouts, coffee breaks and lunch; informal activities.To book your place please rationIf you have any questions about participation in theevent, please contact:Ksenia Ardelyanka@cbonds.info 7 (812) 336-97-21 *132VI Cbonds Emerging Markets Bond ConferenceAdditional marketing opportunities7

Russian bond market Russia macro fundamentals The Finance ministry's comeback to the global market. Plans for external sovereign borrowings in 2017 Ac vity of Russian companies in the Eurobond market Par cipa on of Russian investment banks in arranging deals in the global market Russian issuers in foreign local markets