Microfinance Investment Summit Hong Kong - C5
Microfinance Investment Summit Hong Kong - C5
Microfinance Investment Summit Hong Kong - C5
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
“ Excellent content delivered by top professionals in the field! Level of detail was good for those of us who are<br />
in the industry. Networking breaks are very good, too.” – Megan Fielding, Head, Strategic Partnerships, Microplace<br />
Business Information<br />
In A Global Context<br />
<strong>Microfinance</strong><br />
<strong>Investment</strong> <strong>Summit</strong><br />
<strong>Hong</strong> <strong>Kong</strong><br />
New global initiatives on sustainable, economical investment strategies<br />
to achieve optimal growth, maximise partnerships and accelerate return<br />
2-3 December 2010 | InterContinental Grand Stanford Hotel | <strong>Hong</strong> <strong>Kong</strong>, China<br />
Featuring global experts from:<br />
Credit and Development Forum (CDF) (Bangladesh)<br />
AMK (Cambodia)<br />
China Association of <strong>Microfinance</strong> (China)<br />
China Foundation for Poverty Alleviation (CFPA)<br />
CFPA <strong>Microfinance</strong> Management Ltd. (China)<br />
GTZ (China)<br />
Grameen Foundation (China)<br />
Opportunity International (China)<br />
KfW (Germany)*<br />
Grameen Capital (India)<br />
IFMR Mezzanine Finance Pvt. Ltd. (India)<br />
Janalakshmi Financial Services (India)<br />
Lok Advisory Services, (India)<br />
PT Ukabima (Indonesia)<br />
Daiwa Securities Co Ltd. (Japan)<br />
Shahina Aftab Foundation (Pakistan)<br />
GM Bank (Philippines)<br />
Banking With the Poor Network (Singapore)<br />
Hatton National Bank PLC (Sri Lanka)<br />
Lanka Financial Services for the Underserved<br />
Settlements (Sri Lanka)<br />
SED (Thailand)<br />
Vietnam Bank for Social Policies (Vietnam)<br />
CGAP (France)<br />
Grameen Crédit Agricole <strong>Microfinance</strong> Foundation<br />
(France)<br />
Coca-Cola Eurasia and Africa Group (Turkey)<br />
BoardsThatExcel.com (USA)<br />
Developing World Markets (USA)<br />
CreditEase (China)<br />
IFC (China)<br />
SKS <strong>Microfinance</strong> Ltd. (India)<br />
Fortis <strong>Microfinance</strong> Bank Ltd. (Nigeria)<br />
Blue Orchard Finance S.A (Switzerland)<br />
<strong>C5</strong> is bringing its prestigious <strong>Microfinance</strong> <strong>Investment</strong> <strong>Summit</strong> to Asia.<br />
This all-encompassing event showcases back-to-back panel discussions and<br />
case studies on innovative initiatives, proven strategies and guaranteed insights<br />
from leading experts who will share their experiences and success stories from<br />
sub-regions across Asia:<br />
• Creating capital markets that support high social impact investments to maximise<br />
growth in developing countries<br />
• Reforming NGO MFIs to match the demands of the investors without changing<br />
their social mission<br />
• Implementing sustainable long-term business practices to increase efficiency<br />
and performance<br />
• Establishing cost-effective strategies for outreach to rural areas<br />
Conference Chair<br />
Royston Braganza<br />
CEO, Grameen Capital<br />
SKS IPO KEYNOTE JOINT PRESENTATION<br />
Dilli Raj, Chief Financial Officer<br />
SKS <strong>Microfinance</strong> Ltd.<br />
Join an unparalleled panel of leaders from:<br />
Bangladesh, Cambodia, China, India, Indonesia, Japan,<br />
Pakistan, Philippines, Singapore, Sri Lanka, Thailand,<br />
Vietnam, France, Turkey and USA<br />
M.R.Rao, Chief Operating Officer<br />
SKS <strong>Microfinance</strong> Ltd.<br />
“ Very useful. Would recommend it.” – Kartik Desai, Vice President, Lok Capital<br />
“ Useful update in the industry, good possibilities to make contacts, well organized,<br />
good focus of panels.” – Katharina Schachtner, <strong>Investment</strong> Officer, Accessholding.com<br />
“ Well organized, well delivered presentations, active audience. Well done!”<br />
– Michael Kortenbusch, CEO, Business & Finance Consulting<br />
Up to<br />
11.0 CPD<br />
PANEL SESSION PARTNER:<br />
MEDIA PARTNERS:<br />
To register call +44 (0) 20 7878 6888 or register online at www.microfinancesummits.com
The expansion of microfinance has come a long way in a relatively short period. In this rapidly evolving industry, trends, regulations,<br />
investment strategies and new initiatives are all progressing despite the challenges within the economic marketplace. <strong>Microfinance</strong><br />
is on the rise but still presents its own unique issues:<br />
• What are the best practice approaches to monitor borrowing programmes, help consumers manage their finances<br />
and eliminate overindebtedness<br />
• How can MFIs scale up to maximise their business performance and increase further investment<br />
• What are the strategies IFIs should consider to attract local investors<br />
• What are the current challenges for promoting investments in rural areas in order to maximise growth<br />
Attend this can't miss event and join the leading authorities – Financial institutions, MFI NGOs, NBFCs and all other industry<br />
stakeholders who will reveal their strategies on overcoming the key microfinance challenges and maximising all opportunities for<br />
sub-regions across Asia:<br />
China’s experiences on integrating microfinance and social responsibility to optimise the double bottom line and demonstrate<br />
tangible results.<br />
Japan’s project on how to create mutual funds for retail investors to increase sustainable development and growth in the community.<br />
Pakistan’s lessons on employing microfinance to empower women and capitalise on the opportunities for the bottom<br />
of the pyramid market.<br />
Indonesia’s new initiative on how to improve capital raising capacity, obtain funding and enhance partnerships for MFIs.<br />
And much, much more!<br />
In addition, this is your exclusive chance to:<br />
• Maximise your investment opportunities: Meet the big players in the microfinance industry<br />
• Be a part of optimal growth: Form international partnerships, promote microfinance in Asia, achieve sustainability and multiply<br />
your return<br />
• Take advantage of the unique ‘East meets West’ theme, led by the microfinance experts in Asia and the Western world whose<br />
sole purpose is to meet you!<br />
You cannot afford to miss the only industry gathering that will give you the tools to arm yourself with best practice strategies<br />
to tap into all opportunities in microfinance. This is the ONE event where networking counts, relationships are forged and deals<br />
are made.<br />
Call us on +44 (0) 20 7878 6888 | Fax your registration form to +44 (0) 20 7878 6896<br />
Register online at www.microfinancesummits.com<br />
SPEAKERS AT A GLANCE:<br />
Md. Abdul Awal, Director, Credit and<br />
Development Forum (CDF) (Bangladesh)<br />
Paul Luchtenburg, CEO, AMK / Smart Campaign<br />
Steering Committee (Cambodia)<br />
Bai Chengyu, Secretary General,<br />
China Association of <strong>Microfinance</strong> (China)<br />
Liu Dongwen, Deputy Executive Director<br />
China Foundation for Poverty Alleviation<br />
(CFPA), Director, CFPA <strong>Microfinance</strong><br />
Management Ltd. (China)<br />
Thorsten Giehler, Programme Director,<br />
Financial Sector Development, GTZ (China)<br />
Jennifer Meehan, CEO, Asia Region, Grameen<br />
Foundation (China)<br />
Aaron White, Deputy Chairman & CEO<br />
Opportunity International (China)<br />
Claudia Schmerler, Project Manager, KfW (Germany)<br />
Royston Braganza, CEO, Grameen Capital (India)<br />
Puneet Gupta, CEO, IFMR Mezzanine Finance<br />
Pvt. Ltd. (India)<br />
Venky Natarajan, Managing Director, Lok Advisory<br />
Services, (India)<br />
Raghu Srinivasan, CEO<br />
Janalakshmi Financial Services (India)<br />
Paula Setiadi, Director, PT Ukabima,<br />
President Commissioner, PT BPR Ukabima Mitra Dana,<br />
Commissioner, PT BPR Ukabima BMMS (Indonesia)<br />
Shahina Aftab, CEO, Shahina Aftab<br />
Foundation (Pakistan)<br />
Noor Aftab, Advisor Finance, Shahina Aftab<br />
Foundation (Pakistan)<br />
Tomas Gomez IV, President, GM Bank<br />
(Philippines)<br />
Chandula Abeywickrema, Deputy General Manager,<br />
Hatton National Bank PLC, Chairman, Banking<br />
With the Poor Network, Chairman, Lanka Financial<br />
Services for the Underserved Settlements (Sri Lanka)<br />
Satoru Yamamoto,Deputy General Manager,<br />
Head of Planning Section, Daiwa Securities Co Ltd.<br />
Yupaporn Boontid, Board Member, SED (Thailand)<br />
Phan Cu Nhan, Director, International Cooperation<br />
Department, Vietnam Bank for Social Policies<br />
(Vietnam)<br />
Eric Duflos, Senior <strong>Microfinance</strong> Specialist,<br />
CGAP (France)<br />
Jürgen Hammer, Chief <strong>Investment</strong> Officer, Grameen<br />
Crédit Agricole <strong>Microfinance</strong> Foundation (France)<br />
Dr. Kadri Ozen, Public Affairs Director,<br />
Coca-Cola Eurasia and Africa Group (Turkey)<br />
Peter Johnson, Partner, Developing World Markets<br />
(USA)<br />
Alyson H. Ball, President, BoardsThatExcel.com (USA)<br />
Ning Tang, Founder and CEO, CreditEase<br />
Matthew Gamser, Principal, Advisory Services, IFC<br />
Dilli Raj, Chief Financial Officer, SKS <strong>Microfinance</strong> Ltd.<br />
M.R.Rao, Chief Operating Officer, SKS <strong>Microfinance</strong> Ltd.<br />
Deji Fisho, Executive Director Strategy and Support,<br />
Fortis <strong>Microfinance</strong> Bank Ltd<br />
Geert Roosen, CFO, BlueOrchard Finance S.A.<br />
Fax order form to +44 (0) 20 7878 6896 or register online at www.microfinancesummits.com
DAY ONE: THURSDAY 2 ND DECEMBER 2010<br />
8.30 Registration & Coffee<br />
9.05 Chairperson’s Welcome & Opening Remarks<br />
Royston Braganza<br />
CEO, Grameen Capital<br />
9.15 <strong>Microfinance</strong> in Asia:<br />
Maximising the Opportunities for Growth<br />
in a Stabilising Economy<br />
Moderator:<br />
Royston Braganza<br />
CEO, Grameen Capital<br />
Eric Duflos<br />
Senior <strong>Microfinance</strong> Specialist, CGAP<br />
Phan Cu Nhan<br />
Director<br />
International Cooperation Department<br />
Vietnam Bank for Social Policies<br />
Chandula Abeywickrema<br />
Deputy General Manager, Hatton National Bank PLC Chairman,<br />
Banking With the Poor Network, Chairman, Lanka Financial<br />
Services for the Underserved Settlements<br />
Claudia Schmerler<br />
Project Manager, KfW<br />
INTERNATIONAL INDUSTRY PANEL DISCUSSION<br />
• Determining the objectives of microfinance in today’s<br />
developing countries<br />
• What roles are IPOs beginning to play in microfinance<br />
− to what extent are IPOs really the ideal solution<br />
for meeting the needs of the poor<br />
− addressing the benefits and pitfalls<br />
• Striking the right balance between social and commercial<br />
returns in microfinance<br />
− ensuring that both needs are met whilst servicing<br />
the consumer<br />
• Examining the differing approaches to microfinance<br />
across sub-regions with regards to:<br />
− regulations<br />
− strategies to optimise microfinance<br />
− microfinance activities and initiatives<br />
− lessons learned from China, South and East Asia<br />
and the Pacific<br />
• Analysing the regulatory environment across sub-regions<br />
and its effect on low cost loan funds and portfolio quality<br />
• Evaluating the region’s economic climate’s impact on:<br />
− mobile banking<br />
− mobilised savings<br />
− rural microfinance<br />
− sustainability<br />
− debt and equity<br />
• An overview of the mobile banking landscape<br />
and its current role in microfinance<br />
− how can mobile banking be more successful<br />
in developing countries<br />
− what are the current technical capabilities<br />
and constraints<br />
− identifying realistic courses of action to help outreach<br />
whilst complying with the limits<br />
• Assessing the development of new technological products<br />
− what products are being tried and tested to advance MFIs<br />
− how can these be successfully integrated into<br />
current operations<br />
• Exploring the opportunities for maximising capital on a local,<br />
regional and international basis<br />
• Getting back to where businesses were before the recession<br />
10.30 Employing <strong>Microfinance</strong> to Empower<br />
Women — Developing Opportunities<br />
for the Bottom of the Pyramid Market<br />
JOINT CASE STUDY<br />
This real world case study is presented by a foundation<br />
that brings passion, innovation and a hands-on approach to<br />
empowering women. Gain a deeper understanding on how<br />
they ensure delivery of services to bottom of the pyramid<br />
demands whilst demonstrating tangible results.<br />
Shahina Aftab<br />
CEO, Shahina Aftab Foundation<br />
Noor Aftab<br />
Advisor Finance, Shahina Aftab Foundation<br />
• What does microfinance mean for women at the bottom<br />
of the pyramid<br />
− why the women market<br />
− learnings from the initial failures in Pakistan<br />
• Incorporating the critical ingredients to ensure success:<br />
− clusters<br />
− training and innovation<br />
− improving data collection, documentation<br />
and monitoring<br />
• Addressing the key challenges<br />
− what does it takes to succeed<br />
− balancing risk and return<br />
• Examples from the Shahina Aftab Foundation<br />
and what is in the pipeline<br />
11.20 Morning Refreshments<br />
11.50 Improving Capital Raising Capacity,<br />
Obtaining Funding and Maximising<br />
Partnerships for MFIs<br />
MFI PANEL DISCUSSION<br />
In today’s microfinance market, many MFIs are being<br />
financially excluded due to lack of history, experience and<br />
being considered as too much of a risk factor. Join an invited<br />
panel of leaders from both sides debating the key challenges<br />
regarding how MFIs can compete in saturated emerging<br />
markets and where the solutions may lie.<br />
Moderator:<br />
Tomas Gomez IV<br />
President, GM Bank<br />
Puneet Gupta<br />
CEO, IFMR Mezzanine Finance Pvt. Ltd.<br />
Liu Dongwen<br />
Deputy Executive Director, China Foundation<br />
for Poverty Alleviation, Director, CFPA <strong>Microfinance</strong><br />
Management Ltd.<br />
Paula Setiadi<br />
Director, PT Ukabima, President Commissioner,<br />
PT BPR Ukabima Mitra Dana, Commissioner,<br />
PT BPR Ukabima BMMS<br />
• Supporting MFIs in order to make them investment ready<br />
• Looking at the trends and developments of how financial<br />
institutions are choosing to invest their funds<br />
Fax order form to +44 (0) 20 7878 6896 or register online at www.microfinancesummits.com
MFI PANEL DISCUSSION<br />
− what information are they typically looking for<br />
− what are their main goals<br />
− what kind of returns do investors need to see<br />
• Identifying the key orginisational aspects that<br />
investors look at<br />
• How do investors analyse MFI reports to determine<br />
if they are credit worthy<br />
• Determining expectations of ROI in order to make<br />
the right investment<br />
• What are the factors in deciding to provide the MFI<br />
with debt or equity<br />
• How do the commercial investors participate<br />
in the transformation of NGO MFIs<br />
• Understanding the local legal framework and policy<br />
on <strong>Microfinance</strong><br />
• Identifying qualified NGO partners<br />
• Considering the NGO MFI’s mission, growth, ownership,<br />
governance and quality of portfolio<br />
• Reforming NGO MFIs to match the demands<br />
of the investors without changing their social mission<br />
• Covering the criteria investors require to consider funding<br />
start-up MFIs with seed capital<br />
− overcoming the lack of history and experience challenges<br />
− limiting risk by proving commercial viability<br />
and social performance<br />
− defining the minimum acceptable criteria that<br />
financial institutions should expect to be considered<br />
a sound investment<br />
• What extra factors do MFIs need to sway potential<br />
investors into fund allocation<br />
− integrating green objectives to the bottom line<br />
to optimise sustainability and emphasise social<br />
responsibility<br />
• Building a relationship with potential investors<br />
− how do MFIs establish and build on a relationship<br />
with their donors<br />
− enhancing transparency for investors to best report<br />
commercial and social-oriented returns<br />
• How can funding MFIs be enhanced to increase performance<br />
− defining clear objectives to achieve agreed-<br />
upon milestones<br />
• Working together to expand operations and extend<br />
the cycle of funds for consumers<br />
− what are the current developments in the region<br />
• Gaining a deeper understanding of the Philippines<br />
perspective on <strong>Microfinance</strong><br />
− an examination of rural banks' microfinance partnerships<br />
with USAID and with Philippines state-owned institutions<br />
− what are the key opportunities in the Philippines<br />
− addressing the operational and funding challenges<br />
for Philippine MFIs<br />
1.10 Networking Lunch<br />
2.20 Putting the Client First: Social Performance<br />
Management and Client Protection<br />
Moderator:<br />
Paul Luchtenburg<br />
CEO, AMK/ Smart Campaign Steering Committee<br />
Jürgen Hammer<br />
Chief <strong>Investment</strong> Officer, Grameen Crédit Agricole<br />
<strong>Microfinance</strong> Foundation<br />
Aaron White<br />
CEO, Opportunity International China<br />
RESPONSIBILITY AND PERFORMANCE PANEL DISCUSSION<br />
Jennifer Meehan, CEO<br />
Asia Region, Grameen Foundation<br />
• Addressing social performance management<br />
− what is it<br />
− how can we ensure we are listening to our clients<br />
− how does SPM improve organisational effectiveness<br />
− collecting and reporting on SPM<br />
− incorporating social objectives into the overall MFI<br />
mission to bring social performance to the front<br />
• What methods can MFIs apply to facilitate social<br />
performance reports to investors<br />
− how can the double bottom line be integrated<br />
to demonstrate tangible results<br />
• Developing innovative systems to optimise social<br />
performance models in MFIs<br />
• MFIs are good at protecting themselves but who<br />
is protecting the clients<br />
− is there a need for client protection<br />
− principles of client protection<br />
− lessons learned from the Smart Campaign<br />
• What is the contribution that MIVs can bring to social<br />
performance management<br />
− what are their responsibilities<br />
− practical experiences from an MIV perspective<br />
• Optimising social performance in the Chinese context<br />
− maximising social impact with sustainability<br />
− from success to significance – integrating microfinance<br />
and social responsibility<br />
− giving the poor a working opportunity – a case study<br />
of microfinance in China<br />
3.20 Afternoon Refreshments<br />
3.50 Promoting <strong>Investment</strong>s in Rural Areas<br />
to Sustain the Industry and Maximise<br />
Growth<br />
Moderator:<br />
Eric Duflos<br />
Senior <strong>Microfinance</strong> Specialist, CGAP<br />
Yupaporn Boontid<br />
Board Member, SED<br />
Thorsten Giehler<br />
Programme Director, Financial Sector Development, GTZ<br />
Bai Chengyu<br />
Secretary General, China Association of <strong>Microfinance</strong><br />
STAKEHOLDERS PANEL DISCUSSION<br />
• Providing financial access to catalyse the livelihood<br />
of the rural consumer<br />
− examining cost-effective strategies for outreach<br />
to low population remote areas<br />
• Using the microfinance channel to deliver financial services<br />
to developing countries<br />
− how do MFIs make the most of their networks<br />
to capitalise on rural consumer outreach<br />
− identifying new innovative technology to meet<br />
these demands<br />
• Exploring the rural markets from an investor perspective<br />
− bridging the gaps by gaining a deeper understanding<br />
of the end-user<br />
• Achieving both consumer reach and conversion<br />
by factoring in and maximising:<br />
− awareness<br />
− availability<br />
Fax order form to +44 (0) 20 7878 6896 or register online at www.microfinancesummits.com
STAKEHOLDERS PANEL<br />
DISCUSSION<br />
− affordability<br />
− access<br />
• Using intermediary solutions to create a long sustainable<br />
partnership between MFIs and their investors<br />
− APEX or wholesale funding<br />
• Determining how MFIs can provide members insight<br />
to rural financing<br />
− employing strategies to generate awareness<br />
of new products<br />
− offering enterprise solutions to poverty for greater<br />
social and environmental impact<br />
5.10 Chairperson’s Closing Remarks<br />
5.20 Conference Adjourns<br />
DAY TWO: FRIDAY 3 RD DECEMBER 2010<br />
8.30 Registration & Coffee<br />
9.05 Chairperson’s Welcome & Opening Remarks<br />
Royston Braganza<br />
CEO, Grameen Capital<br />
9.15 <strong>Microfinance</strong> <strong>Investment</strong> Opportunities<br />
for the Broad Base of Retail Investors<br />
Satoru Yamamoto<br />
Deputy General Manager, Head of Planning Section,<br />
Daiwa Securities Co. Ltd.<br />
Peter Johnson<br />
Partner, Developing World Markets<br />
While global capital markets have seen the dynamic<br />
development of microfinance investment for a decade, it was<br />
only in 2009 that Japanese investors have had access to<br />
the microfinance sector. Daiwa Securities Group opened the<br />
door by arranging IFC’s <strong>Microfinance</strong> Bond last November.<br />
The notes successfully raised the equivalent of US$300<br />
million and were distributed to 12,000 retail investors.<br />
This session shares lessons learned from the debt public<br />
placement and discusses the next steps for fine-tuned<br />
sustainable development in microfinance investment.<br />
10.00 Creating a Robust, Flexible and Scalable<br />
MFI to Optimise Effectiveness and Drive<br />
Capital <strong>Investment</strong><br />
KEYNOTE ADDRESS:<br />
Raghu Srinivasan<br />
CEO, Janalakshmi Financial Services<br />
<strong>Microfinance</strong> is more than microcredit. To fulfil its role,<br />
microfinance must move towards providing customers<br />
with all their financial needs. Gain insight on how a leading<br />
MFI has incorporated frontline initiatives to maximise<br />
all opportunities for its customers by:<br />
• Providing avenues for parking their excess cash<br />
via bank accounts<br />
• Offering customers a suite of products including pension,<br />
insurance and mutual funds<br />
• Exercising options for housing the poor<br />
− supplying necessary funds for buying a house<br />
− building affordable homes for the poor<br />
• Reducing its costs by integrating superior technology<br />
• Maintaining corporate governance of the highest order<br />
• Establishing total transparency<br />
• Offering loans to micro enterprises<br />
10.25 Creating a Robust, Flexible and Scalable<br />
MFI to Optimise Effectiveness and Drive<br />
Capital <strong>Investment</strong><br />
Moderator:<br />
Aaron White<br />
Deputy Chairman & CEO<br />
Opportunity International China<br />
Ning Tang<br />
Founder and CEO, CreditEase<br />
Deji Fisho<br />
Executive Director Strategy and Support<br />
Fortis <strong>Microfinance</strong> Bank Ltd<br />
Alyson H. Ball<br />
President, BoardsThatExcel.com<br />
INDUSTRY BEST PRACTICE DISCUSSION<br />
In today’s microfinance marketplace, too many institutions<br />
are vying with one another to obtain the same funds.<br />
MFIs are struggling to get a hold of the capital they require<br />
to survive. Meeting the investors’ minimum requirements<br />
is no longer good enough. To be considered a front contender<br />
for funding, MFIs need to stand out and prove that their<br />
institution is not only effective, it is ahead of all others. Join<br />
a panel of industry leaders who will give you in-depth insight<br />
on how to scale up your institution and maximise your<br />
business performance in order to attract further investment.<br />
• Analysing the dynamics of regional MFI infrastructures:<br />
− legal and regulatory foundations<br />
− mission clarity<br />
− planning<br />
− operations<br />
− funding<br />
− how effective are they today<br />
• Optimising MFI infrastructures to reduce time<br />
and financial cost<br />
• Setting up your goals and business objectives in terms of:<br />
− staff<br />
− clients<br />
− portfolio<br />
• How organisations can enhance their professionalism<br />
− optimising operations<br />
− the importance of human capital<br />
− maximising your delivery network<br />
− understanding your business drivers<br />
− creating and executing your plan<br />
• Implementing the right techniques for managing<br />
assets and liabilities<br />
• Incorporating cutting-edge technology to optimise<br />
on delivery of loans<br />
− maximising knowledge on newer financial products<br />
to elevate operational expectations<br />
− incorporating the most compatible products<br />
to improve operational services<br />
− training employees to capitalise on these products<br />
and deliver new services<br />
• Changing recruitment techniques by incorporating<br />
strategies for training needs<br />
− recognising the importance of regularly upgrading<br />
training techniques to sustain growth and profitability<br />
of the organisation<br />
• Instilling sustainable long-term business practices<br />
to increase efficiency and performance<br />
Fax order form to +44 (0) 20 7878 6896 or register online at www.microfinancesummits.com
INDUSTRY BEST PRACTICE DISCUSSION<br />
− engaging your human resources to adopt a holistic<br />
approach to microfinance<br />
− implementing each product-driven training requirement<br />
with a social message to increase sustainability<br />
− incorporating a social service culture across the business<br />
to foster awareness and prevent potential fraud<br />
• Integrating best practice incentives that optimise employee<br />
retention and limit your financial burden<br />
− vocational training to enhance further skill sets<br />
− cash incentives<br />
− health and education schemes<br />
• How organisations can bridge the gap between senior<br />
and middle management with regards to:<br />
− open communication<br />
− retrieving the relevant information at all levels<br />
• How do MFIs ensure that their processes are followed<br />
across multiple locations<br />
− how can they determine that they have the right<br />
manpower and resources in remote areas<br />
− defining the optimum use of time, resources and<br />
infrastructure for expansion across multiple locations<br />
• How do MFIs ensure a smooth transition from non-profit<br />
to privatised<br />
• Increasing MFI capacity by providing training to the board<br />
first in order to upgrade:<br />
− leading skills<br />
− governance and oversight<br />
− ongoing support<br />
• Comparing different methodologies for training to implement<br />
the most fit-for-purpose, cost-effective approach<br />
• Finding the solutions that work within individual boundaries<br />
to gain market confidence, increase financial viability<br />
and drive return<br />
11.45 Morning Refreshments<br />
12.15 Managing and Eliminating Risks and Loan<br />
Defaults for MFIs – Lessons Learned<br />
from Bangladesh<br />
Md. Abdul Awal<br />
Director, Credit and Development Forum (CDF)<br />
• Examining the credit risks<br />
− economic slowdown<br />
− rising unemployment<br />
− surge in bad debts<br />
− lack of adequate capital to absorb losses<br />
− volatile commodity prices<br />
− overindebtedness<br />
• Assessing the risks for liquidity<br />
− threat of cash availability<br />
− refinancing MFIs<br />
− the ‘take deposits or die’ mindset<br />
• Evaluating the benefits and shortcomings<br />
of corporate governance<br />
• Factoring in political interference<br />
− direct lending<br />
− interest caps<br />
− adopting microcredit as a ‘charity’<br />
− the political perspective of microfinance<br />
• How suitable are today’s interest rates, given the health<br />
of the industry<br />
• Examining today’s regulation and the impact this has had on:<br />
− the financial market<br />
− the viability of business models<br />
− depositor and investor confidence<br />
• Best-practice tools for eliminating risks and achieving:<br />
− strong credit bureaus<br />
− staff capacity development<br />
− a trade-off between the interest on credit to client<br />
and client’s deposits<br />
− disaster and financial risk management<br />
− hassle-free access to funding<br />
12.35 Keynote Joint Presentation<br />
Dilli Raj<br />
Chief Financial Officer, SKS <strong>Microfinance</strong> Ltd.<br />
M.R.Rao<br />
Chief Operating Officer, SKS <strong>Microfinance</strong> Ltd.<br />
1.35 Networking Lunch<br />
2.45 Maximising Your Capital <strong>Investment</strong>s<br />
to Increase Growth and Accelerate Return<br />
Moderator:<br />
Raghu Srinivasan<br />
CEO, Janalakshmi Financial Services<br />
Eric Savage<br />
President, Unitus Capital<br />
Venky Natarajan<br />
Managing Director, Lok Advisory Services<br />
Geert Roosen<br />
CFO, BlueOrchard Finance S.A.<br />
Matthew Gamser<br />
Principal, Advisory Services, IFC<br />
Eric Duflos<br />
Senior <strong>Microfinance</strong> Specialist, CGAP<br />
FUNDER'S PANEL DISCUSSION<br />
• Is microfinance an investable asset class<br />
− what are the expected returns<br />
− is the sector correlated with other asset classes<br />
− what are the exit options<br />
• Addressing the debt and equity issues for funding MFIs<br />
• How investors can help MFIs strike a balance between:<br />
− debt and equity<br />
− deposit mobilisation and external borrowings<br />
• What is being done to allow MFIs to borrow local currency<br />
− what are the current developments for setting up hedge<br />
funds that trade in currency<br />
• What are the accessible sources for private equity funding<br />
− gaining insight to investing in intermediary structures<br />
− what are the challenges and benefits<br />
• Analysing the pros and cons for investments in private<br />
equity funds<br />
− structured debt<br />
− valuations<br />
− aiding exits<br />
− regulatory risks<br />
− financing innovations<br />
• What can pension funds do to optimise microfinance<br />
investments in different sub-regions<br />
• Exploring the opportunities for up-and-coming MIVs<br />
− where do the opportunities lie<br />
− what is in the pipeline for MIVs<br />
• How international MIVs can increase their capacity<br />
to efficiently channel capital to micro-entrepreneurs<br />
Fax order form to +44 (0) 20 7878 6896 or register online at www.microfinancesummits.com
FUNDER'S PANEL DISCUSSION<br />
• Capitalising on international partnerships to promote<br />
microfinance, achieve sustainability and leverage<br />
further returns<br />
− maximising microfinance by sourcing capital<br />
through international channels<br />
• What are the strategies Western donors should<br />
consider to attract local investors<br />
− which sub-regions are open to international<br />
funding partnerships<br />
− what types of partnerships are open to them<br />
• What are the challenges involved with forming<br />
global partnerships<br />
− how are investors currently overcoming these hurdles<br />
• What is government’s role in these partnerships<br />
• Forming long-term international partnerships<br />
to capitalise on sustainable growth<br />
− establishing clear objectives for both sides<br />
to parallel partnership benefits<br />
− working together to maximise opportunities<br />
− promoting microfinance on an international<br />
plane whilst accelerating return<br />
− what feasible developments lay ahead<br />
4.15 Broadening the Scope for <strong>Microfinance</strong><br />
by Building, Developing and Funding<br />
Social Businesses<br />
Dr. Kadri Ozen<br />
Public Affairs Director<br />
Coca-Cola Eurasia and Africa Group<br />
• Incorporating CSR and outreach into programmes<br />
to meet both social and business objectives<br />
• How do social businesses get to support the development<br />
of countries<br />
− obtaining capital to maximise growth<br />
in transitional countries<br />
• Specific examples of sustainable business:<br />
− establishing a training programme for outreach<br />
to small retailers in India<br />
− incorporating manual distribution centres, creating<br />
job opportunities and supporting women’s<br />
entrepreneurship in Africa<br />
− gaining insight on Coca-Cola’s microentreprise<br />
programme in Indonesia<br />
4.55 Creating the Optimal Distribution Network<br />
to Increase Access to Financial Services<br />
Rio Sandi<br />
Senior Manager, PT. Bina Insan Sejahtera Mandiri (BISMA)<br />
5.35 Chairman’s Closing Remarks<br />
5.45 Conference Ends<br />
©<strong>C5</strong>, 2010 * provisionally confirmed<br />
GLOBAL SPONSORSHIP OPPORTUNITIES<br />
<strong>C5</strong>, along with our affiliate organisations in New York, American Conference<br />
Institute (ACI) and in Toronto, The Canadian Institute (CI), works closely with<br />
sponsors to create the perfect business development solution catered exclusively<br />
to the needs of any practice group, business line or corporation. With over 500<br />
conferences held in Europe, Russia and the CIS, China, India, the US and Canada,<br />
<strong>C5</strong>, ACI and CI provide a diverse portfolio of first-class events tailored to the senior<br />
level executive.<br />
For more information about this program or our global portfolio, please contact:<br />
Daniel Capel on +44 (0)20 7878 6870 |or email d.capel@<strong>C5</strong>-Online.com<br />
Who should attend<br />
<strong>C5</strong>’s <strong>Microfinance</strong> <strong>Investment</strong> <strong>Summit</strong> is a must<br />
attend for senior executives and leaders from:<br />
• <strong>Investment</strong> banks<br />
• Commercial banks<br />
• IFIs<br />
• DFIs<br />
• MFIs<br />
• NGOs<br />
• NBFCs<br />
• Foundations<br />
• Institutional investors<br />
• Socially responsible investors<br />
• Pension funds<br />
• Insurance funds<br />
• Hedge funds<br />
• Equity investment funds<br />
• <strong>Microfinance</strong> networks<br />
• Venture capitalists<br />
• Asset management companies<br />
• Consultants, accountants and legal advisors<br />
• Raters<br />
• Philanthropic investors<br />
• Endowment funds<br />
Fax order form to +44 (0) 20 7878 6896 or register online at www.microfinancesummits.com
<strong>Microfinance</strong> <strong>Investment</strong> <strong>Summit</strong><br />
New global initiatives on sustainable, economical and investment strategies to achieve optimal growth,<br />
maximise partnerships and accelerate return<br />
Business Information<br />
In A Global Context<br />
Priority Service Code<br />
555L11_WEB<br />
FEE PER DELEGATE MFI MIV & Fund Other Attendees<br />
Conference Only USD $1395 USD $1495 USD $1595<br />
5 EASY WAYS TO REGISTER<br />
<br />
℡<br />
<br />
<br />
<br />
WEBSITE: www.microfinancesummits.com<br />
REGISTRATIONS & ENQUIRIES<br />
+44 20 7878 6888<br />
EMAIL: registrations@<strong>C5</strong>-Online.com<br />
FAX: +44 20 7878 6896<br />
PLEASE RETURN TO<br />
<strong>C5</strong>, Customer Service<br />
6th Floor, Trans-World House, 100 City Road<br />
London EC1Y 2BP, UK<br />
CALL FOR GROUP DISCOUNTS<br />
Book 4+ places and save. Call +44 (0) 20 7878 6888.<br />
DELEGATE DETAILS<br />
NAME<br />
APPROVING MANAGER<br />
ORGANIZATION<br />
ADDRESS<br />
CITY<br />
POSTCODE<br />
PHONE<br />
EMAIL<br />
POSITION<br />
POSITION<br />
COUNTRY<br />
FAX<br />
ADMINISTRATIVE DETAILS<br />
Date: December 2-3, 2010<br />
Time: 8.30 - 3.55<br />
Venue: InterContinental Grand Stanford <strong>Hong</strong> <strong>Kong</strong><br />
Address: 70 Mody Road, Tsimshatsui East, Kowloon, <strong>Hong</strong> <strong>Kong</strong>, P. R. of China<br />
Telephone: +852 2721 5161<br />
An allocation of bedrooms is being held for delegates at a negotiated rate until<br />
14 October 2010. To book your accommodation please call Venue Search on tel:<br />
+44 (0) 20 8541 5656 or e-mail beds@venuesearch.co.uk. Please note, lower<br />
rates maybe available when booking via the internet or direct with the hotel,<br />
but different cancellation policies will apply.<br />
DOCUMENTATION IS PROVIDED BY CD<br />
The documentation provided at the event will be available on CD only.<br />
If you are not able to attend, you can purchase a CD of the presentations provided<br />
to delegates on the day of the event. Please send us this completed booking<br />
form together with payment of USD 350 per copy requested. For further information<br />
please call +44 (0) 207 878 6888 or email enquiries@<strong>C5</strong>-Online.com.<br />
TYPE OF BUSINESS<br />
FOR MULTIPLE DELEGATE BOOKINGS PLEASE COPY THIS FORM<br />
PAYMENT DETAILS<br />
BY CREDIT CARD<br />
Please charge my ○ AMEX ○ VISA ○ MasterCard<br />
NUMBER<br />
CARDHOLDER<br />
EXP. DATE<br />
BY CHEQUE<br />
I have enclosed a cheque for USD$ ___________ made payable to <strong>C5</strong> Communications Limited<br />
BY BANK TRANSFER<br />
<strong>C5</strong> Communications Limited<br />
Account Name: <strong>C5</strong> Communications Limited<br />
Bank Name: HSBC BANK Plc<br />
Bank Address: 31 Chequer Street, St Albans Herts AL1 3YN, UK<br />
Bank Branch: St Albans Branch<br />
BIC ( Bank Identifier Code ): MIDLGB22<br />
IBAN: GB67 MIDL 4005 1569 7326 58<br />
Sort Code: 40-05-15<br />
Account Currency: USD<br />
If you wish to pay in Euros€ or GBP£ please contact Customer Service<br />
Event Code: 555F11-HKG<br />
CONTINUING EDUCATION<br />
11.0 hours (conference only) towards Continuing Professional Developments<br />
hours (Solicitors Regulation Authority). Please contact <strong>C5</strong> for further information<br />
on claiming your CPD points.<br />
PAYMENT POLICY<br />
Payment policy is due in full upon registering. Your entry to the event will not be<br />
guaranteed until payment has been received. All discounts will be applied to the<br />
Main Conference Only fee (excluding add-ons), cannot be combined with any<br />
other offer, and must be paid in full at time of order. Group discounts available<br />
to individuals employed by the same organisation.<br />
TERMS AND CONDITIONS<br />
You must notify us by email at least 48 hours in advance if you wish to send<br />
a substitute participant. Delegates may not “share” a pass between multiple<br />
attendees without prior authorization. If you are unable to find a substitute, please<br />
notify <strong>C5</strong> in writing no later than 10 days prior to the conference date and a credit<br />
voucher will be issued to you for the full amount paid, redeemable against any<br />
other <strong>C5</strong> conference. If you prefer, you may request a refund of fees paid less a<br />
25% service charge. No credits or refunds will be given for cancellations received<br />
after 10 days prior to the conference date. <strong>C5</strong> reserves the right to cancel any<br />
conference for any reason and will not be responsible for airfare, hotel or any other<br />
costs incurred by attendees. No liability is assumed by <strong>C5</strong> for changes in program<br />
date, content, speakers or venue.<br />
INCORRECT MAILING INFORMATION<br />
If you receive a duplicate mailing of this brochure or would like us to change<br />
any of your details, please email data@<strong>C5</strong>-Online.com or fax the label on<br />
this brochure to +44 (0) 20 7878 6887. To view our privacy policy go to<br />
www.<strong>C5</strong>-Online.com/privacy_policy_statement.