"From Fragile to Agile"
Emerging Market Debt Conference
7 May 2015, Rosewood Hotel LondonMenu
|10:00||Registration and Refreshments|
|10:25|| Introduction & Housekeeping
Steven Nicholls, Global Distribution, Aberdeen Asset Management
Andrew Laing, Deputy Chief Executive, Aberdeen Asset Management
|10:40||Africa: Reacting to the End of the Super-Cycle
Professor Sir Paul Collier CBE
Which countries are best placed to withstand the deceleration in China and which countries remain vulnerable?
|12:00||CEO/CFO panel session on political risk/corporate governance/capital market raising
Chair: Anne Richards, Chief Investment Officer
Kenny Chan, Executive Director/Vice President of Future Land Development
Luciano Siani, Chief Financial Officer, VALE
Eric de Beauchamp, Chief Financial Officer, Credit Bank of Moscow
Yuvraj Narayan, Group Chief Financial Officer, DP World
|14:00||Asian Giants - China vs. India
Professor Anil Gupta
What lies ahead for China and India – Professor Anil Gupta gives us an insight into how China and India have played their part in the past, present and future of the world economy.
|14:50||Breakout session 1
Legal aspects of investing in EMD – Stephen Fang, Head of Global Restructuring and Insolvency; Thu Ha Chow, Head of Asian Credit, Fixed Income – Asia; and & Cecely Hugh, Research Analyst - Credit
Stephen Fang, Thu Ha Chow and Cecely Hugh will walk through various legal aspects of investing in emerging market sovereigns and corporates (including restructurings and legal structures) and will discuss some case studies.
Frontier Market Bonds: The case for a frontier-focused approach - Kevin Daly, Senior Investment Manager; Kenneth Akintewe, Senior Investment Manager - Macro; Anthony Simond, Research Analyst - Macro; and Patty Cao, Research Analyst – Macro
Issuance of hard currency sovereign bonds have increased in recent years, but we also see attractive investment opportunities in corporates, local currency debt and private placements.
|15:55||Breakout session 2
Walking the fine line: Growth vs. Leverage in EM Corporates – Moderated by Siddharth Dahiya, Head of Emerging Market Corporate Debt
|16:45||Improving Governance in Frontier Markets: The Case of Georgia
Nika Gilauri, Prime Minister of Georgia (2009 – 2012)
In a world where the competition to attract global capital is likely to become more intense, improving governance will help distinguish a country from the pack. Arguably no country has done more recently to improve its international standards than Georgia. This is all the more remarkable, given that it is situated in a region where geopolitical concerns frequently flare up. Former Prime Minister Gilauri will help explain how this improvement has been crucial to Georgia's success.
Brett Diment, Head of Emerging Market Debt, Aberdeen Asset Management
|Networking Drinks Reception
Rosewood London Hotel
|19:00 – 21:30||Dinner with after dinner speaker & quiz|
Aberdeen Asset Managers Limited is authorised and regulated by the Financial Conduct Authority in the United Kingdom. Past performance is not a guide to the future. Market and exchange rate movements may cause the capital value of investments, and the income from them, to go down as well as up and the investor may not get back the amount originally invested.
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ABERDEEN ASSET MANAGERS LIMITED: 10 Queens Terrace, Aberdeen, Aberdeenshire, AB10 1YG Company No. SC108419.