"From Fragile to Agile"

Emerging Market Debt Conference

7 May 2015, Rosewood Hotel London

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Agenda

10:00 Registration and Refreshments
10:25 Introduction & Housekeeping Minimise -
Steven Nicholls, Global Distribution, Aberdeen Asset Management
10:30 Welcome Minimise -
Andrew Laing, Deputy Chief Executive, Aberdeen Asset Management
10:40 Africa: Reacting to the End of the Super-Cycle Minimise -

Professor Sir Paul Collier CBE

Which countries are best placed to withstand the deceleration in China and which countries remain vulnerable?

11:40 Break
12:00 CEO/CFO panel session on political risk/corporate governance/capital market raising Minimise -
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
13:00 Lunch
14:00 Asian Giants - China vs. India Minimise -

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 Minimise -

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.

15:40 Break
15:55 Breakout session 2Minimise -

Walking the fine line: Growth vs. Leverage in EM Corporates – Moderated by Siddharth Dahiya, Head of Emerging Market Corporate Debt
Participants: Paul Lukaszewski, Investment Manager; Peter Taylor, Senior Investment Manager/Head of Corporate Governance; and Kathy Collins, Research Analyst – Credit.

Discussion about investing in EM corporates from a debt and equity standpoint. What are the similarities and differences and is there any common ground?

Fallen angels: Brazil and Russia – Moderated by Brett Diment, Head of Emerging Market Debt
Participants: Viktor Szabo, Senior Investment Manager; Edwin Gutierrez, Head of Emerging Market Sovereign Debt; Max Wolman, Senior Investment Manager; and Debora Confortini, Research Analyst – Credit.

Sifting through the rubble in Brazil and Russia and discussing the investment case in these two giants of emerging markets.

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.

17:35 Concluding Remarks Minimise -
Brett Diment, Head of Emerging Market Debt, Aberdeen Asset Management
17:45 Close
  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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